Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.RE · Entity 3370 | CFO | February 26, 2020 | February 28, 2020 |
| Hamilton Insurance Group, Ltd.HG · Entity 4138 | Chief Financial Officer | March 02, 2026 | March 04, 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.
EVEREST GROUP, LTD.
Report date February 26, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 19,494 |
Reported balance
After 2020-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-26 · Grant · Acquired 1,650 · Balance 19,494 F1: Restricted shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted shares will vest on February 26, 2021 (330 shares), February 26, 2022 (330 shares), February 26, 2023 (330 shares), February 26, 2024 (330 shares), February 26, 2025 (330 shares) |
| Common SharesSEC Table I · non-derivative | Direct | 20,048 |
Reported balance
After 2020-02-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-02-26 · Grant · Acquired 554 · Balance 20,048 F2: Settlement in common shares of 554 performance share units (PSU) awarded on 2/22/2017 under the Company's 2010 Stock Incentive Plan |
| Common SharesSEC Table I · non-derivative | Direct | 19,810 |
Reported balance
After 2020-02-26 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2020-02-26 · Tax withholding · Disposed 238 · Balance 19,810 F3: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/22/2017 |
| Common SharesSEC Table I · non-derivative | Direct | 19,637 |
Reported balance
After 2020-02-27 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2020-02-27 · Tax withholding · Disposed 173 · Balance 19,637 F4: Common Shares used to pay withholding taxes on 401 restricted shares that vested on 2/27/20 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted shares will vest on February 26, 2021 (330 shares), February 26, 2022 (330 shares), February 26, 2023 (330 shares), February 26, 2024 (330 shares), February 26, 2025 (330 shares)
F2: Settlement in common shares of 554 performance share units (PSU) awarded on 2/22/2017 under the Company's 2010 Stock Incentive Plan
F3: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/22/2017
F4: Common Shares used to pay withholding taxes on 401 restricted shares that vested on 2/27/20
Hamilton Insurance Group, Ltd.
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common SharesSEC Table I · non-derivative | Direct | 282,372 |
Last balance in matching sequence
After 2026-03-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-02 · Tax withholding · Disposed 11,729 · Balance 249,900 F1: Represents shares withheld to satisfy tax obligations arising out of the vesting of the reporting person's restricted stock units. F2: Represents the closing price per share on February 27, 2025, used to determine the number of shares to be withheld by the issuer to satisfy tax withholding obligations. F3: Includes restricted stock units. Row 2 · 2026-03-02 · Grant · Acquired 32,472 · Balance 282,372 F4: Represents a grant of restricted stock units ("RSUs") pursuant to the Hamilton Insurance Group, Ltd. Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Class B common shares upon vesting. The RSUs vest in three equal annual installments beginning on March 1, 2027, subject to the reporting person's continued service through each vesting date. F3: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax obligations arising out of the vesting of the reporting person's restricted stock units.
F2: Represents the closing price per share on February 27, 2025, used to determine the number of shares to be withheld by the issuer to satisfy tax withholding obligations.
F3: Includes restricted stock units.
F4: Represents a grant of restricted stock units ("RSUs") pursuant to the Hamilton Insurance Group, Ltd. Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Class B common shares upon vesting. The RSUs vest in three equal annual installments beginning on March 1, 2027, subject to the reporting person's continued service through each vesting date.
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 |
|---|---|---|---|---|---|---|
| February 26, 2017 Filed Mar 1, 2017 22:10 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 313 | $233.97 | $73,231.05 |
DisclosureSEC source: 0001140361-17-010024 · doc1.xml · nonDerivative · entry 2 Howie Craig · CIK 0001549925 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,163 F2 · security: The Common Shares were used to pay withholdings taxes on 680 shares that vested Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 22:10 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 213 | $233.97 | $49,834.55 |
DisclosureSEC source: 0001140361-17-010024 · doc1.xml · nonDerivative · entry 1 Howie Craig · CIK 0001549925 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,476 F1 · security: The Common Shares were used to pay withholdings taxes on 461 shares that vested Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:54 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 211 | $235.56 | $49,703.16 |
DisclosureSEC source: 0001140361-17-009581 · doc1.xml · nonDerivative · entry 1 Howie Craig · CIK 0001549925 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,689 F1 · security: The Common Shares were used to pay withholding taxes on 457 shares that vested Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:15 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,855 | $234.03 | $434,125.65 |
DisclosureSEC source: 0001140361-17-009097 · doc1.xml · nonDerivative · entry 1 Howie Craig · CIK 0001549925 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,900 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted Shares will vest on February 22, 2018 (371 shares), February 22, 2019 (371 shares), February 22, 2020 (371 shares), February 22, 2021 (371 shares) and February 22, 2022 (371 shares) Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 20:16 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 388 | $234.86 | $91,125.68 |
DisclosureSEC source: 0001140361-17-008813 · doc1.xml · nonDerivative · entry 1 Howie Craig · CIK 0001549925 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 F1 · security: The Common Shares were used to pay withholding taxes 825 shares that vested. 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.