Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNA FINANCIAL CORPCNA · Entity 3413 | SVP & Chief Accounting Officer | March 15, 2026 | March 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CNA FINANCIAL CORP
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,357 |
Ending reported balance
After 2026-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-15 · Grant · Acquired 4,773 · Balance 26,144 F1: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2025 performance cycle. 4,773 PSP shares were achieved and will cliff vest on March 15, 2028. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any. F2: The Reporting Person received the CNAF shares at no cost. Row 2 · 2026-03-15 · Tax withholding · Disposed 1,787 · Balance 24,357 F3: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants. |
Filing footnotes · ownership attribution and instrument terms
F1: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2025 performance cycle. 4,773 PSP shares were achieved and will cliff vest on March 15, 2028. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any.
F2: The Reporting Person received the CNAF shares at no cost.
F3: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2026 Filed Mar 17, 2026 19:41 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | Tax withholdingCommon Stock | 1,787 | $47.03 | $84,042.61 |
DisclosureSEC source: 0001897988-26-000002 · wk-form4_1773776492.xml · nonDerivative · entry 2 Smith Amy Marie · CIK 0001897988 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,357 F3 · kind: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 19:41 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GrantCommon Stock | 4,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001897988-26-000002 · wk-form4_1773776492.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,144 F1 · shares: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2025 performance cycle. 4,773 PSP shares were achieved and will cliff vest on March 15, 2028. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any. F2 · price: The Reporting Person received the CNAF shares at no cost. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 18:41 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001897988-25-000003 · wk-form4_1763145689.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,371 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 19:48 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | Tax withholdingCommon Stock | 1,366 | $48.55 | $66,319.30 |
DisclosureSEC source: 0000021175-25-000019 · wk-form4_1742327282.xml · nonDerivative · entry 2 Smith Amy Marie · CIK 0001897988 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,271 F3 · kind: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 19:48 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GrantCommon Stock | 4,949 | $0.00 | $0.00 |
DisclosureSEC source: 0000021175-25-000019 · wk-form4_1742327282.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,637 F1 · shares: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2024 performance cycle. 4,949 PSP shares were achieved and will cliff vest on March 15, 2027. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any. F2 · price: The Reporting Person received the CNAF shares at no cost. Read SEC document |
| November 05, 2024 Filed Nov 5, 2024 21:31 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000021175-24-000098 · wk-form4_1730842291.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,688 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:15 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | Tax withholdingCommon Stock | 869 | $44.22 | $38,427.18 |
DisclosureSEC source: 0000021175-24-000017 · wk-form4_1710872092.xml · nonDerivative · entry 2 Smith Amy Marie · CIK 0001897988 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,338 F3 · kind: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:15 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GrantCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000021175-24-000017 · wk-form4_1710872092.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,207 F1 · shares: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2023 performance cycle. 6,100 PSP shares were achieved and will cliff vest on March 15, 2026. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any. F2 · price: The Reporting Person received the CNAF shares at no cost. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 15:59 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | Tax withholdingCommon Stock | 845 | $36.84 | $31,129.80 |
DisclosureSEC source: 0000021175-23-000019 · wf-form4_167906876851288.xml · nonDerivative · entry 2 Smith Amy Marie · CIK 0001897988 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,107 F3 · kind: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 15:59 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GrantCommon Stock | 4,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000021175-23-000019 · wf-form4_167906876851288.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,952 F1 · shares: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2022 performance cycle. 4,663 PSP shares were achieved and will cliff vest on March 15, 2025. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any. F2 · price: The Reporting Person received the CNAF shares at no cost. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 13:16 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | Tax withholdingCommon Stock | 397 | $46.82 | $18,587.54 |
DisclosureSEC source: 0000021175-22-000036 · wf-form4_164752297470906.xml · nonDerivative · entry 2 Smith Amy Marie · CIK 0001897988 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,289 F3 · kind: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) permits the withholding of shares of common stock to satisfy tax withholding obligations of the participants. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 13:16 UTC | CNA FINANCIAL CORP CNA · Entity 3413 | GrantCommon Stock | 2,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000021175-22-000036 · wf-form4_164752297470906.xml · nonDerivative · entry 1 Smith Amy Marie · CIK 0001897988 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,686 F1 · shares: The Company's Incentive Compensation Plan (as amended and restated as of January 1, 2020) provides for the issuance of CNA Financial Corporation's common stock under the Performance Share Plan (PSP) awards based upon achievement of predetermined financial goals for the 2021 performance cycle. 2,968 PSP shares were achieved and will cliff vest on March 15, 2024. No performance share unit shall vest on such vesting date unless the reporting person has been continuously employed by CNA Financial Corporation from the grant date until such vesting date except as otherwise specified in award terms and employment agreement, if any. F2 · price: The Reporting Person received the CNAF shares at no cost. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.