Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.EG · Entity 3370 | Advisor | March 02, 2026 | March 03, 2026 |
| FEDERAL HOME LOAN MORTGAGE CORPFMCC · Entity 4123 | EVP,Gen Csl & Corp Sec | January 03, 2019 | January 09, 2019 |
| METLIFE INCMET · Entity 488 | EVP and General Counsel | March 01, 2017 | March 03, 2017 |
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 March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 3,458 |
Reported balance
After 2026-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-02 · Tax withholding · Disposed 256 · Balance 3,458 F1: Common Shares withheld to pay taxes on 701 vested restricted shares that were granted on 02/28/2024 |
| Common SharesSEC Table I · non-derivative | Direct | 3,274 |
Reported balance
After 2026-03-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-02 · Tax withholding · Disposed 184 · Balance 3,274 F2: Common Shares withheld to pay taxes on 526 vested restricted shares that were granted on 02/26/2025 |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares withheld to pay taxes on 701 vested restricted shares that were granted on 02/28/2024
F2: Common Shares withheld to pay taxes on 526 vested restricted shares that were granted on 02/26/2025
FEDERAL HOME LOAN MORTGAGE CORP
Report date January 03, 2019 · Filed January 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No Securities OwnedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-01-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
METLIFE INC
Report date March 01, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,305 |
Ending reported balance
After 2017-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-03-01 · Exercise / conversion · Acquired 3,904 · Balance 20,915 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Row 2 · 2017-03-01 · Tax withholding · Disposed 1,610 · Balance 19,305 F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,809 |
Reported balance
After 2017-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-01 · Exercise / conversion · Disposed 3,904 · Balance 7,809 F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock.
F2: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout.
F3: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier.
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 02, 2026 Filed Mar 3, 2026 22:01 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 184 | $338.00 | $62,192.00 |
DisclosureSEC source: 0001628280-26-014005 · wk-form4_1772575292.xml · nonDerivative · entry 2 Anzaldua Ricardo · CIK 0001564908 · Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,274 F2 · security: Common Shares withheld to pay taxes on 526 vested restricted shares that were granted on 02/26/2025 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:01 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 256 | $338.00 | $86,528.00 |
DisclosureSEC source: 0001628280-26-014005 · wk-form4_1772575292.xml · nonDerivative · entry 1 Anzaldua Ricardo · CIK 0001564908 · Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,458 F1 · security: Common Shares withheld to pay taxes on 701 vested restricted shares that were granted on 02/28/2024 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:39 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 254 | $355.23 | $90,227.15 |
DisclosureSEC source: 0001564908-25-000005 · wk-form4_1741210748.xml · nonDerivative · entry 1 Anzaldua Ricardo · CIK 0001564908 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,714 F1 · security: Common Shares withheld to pay taxes on 701 vested restricted shares that were granted on 2/28/24. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:23 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 1,580 | $344.48 | $544,270.50 |
DisclosureSEC source: 0001564908-25-000003 · wk-form4_1740781396.xml · nonDerivative · entry 1 Anzaldua Ricardo · CIK 0001564908 · Executive VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 3,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017464 · doc4.xml · derivative · entry 3 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,809 Underlying: Common Stock · 3,904 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day of March 2017, 2018 and 2019. The requisite certification that MetLife, Inc. met specified financial goals took place earlier. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 1,610 | $54.33 | $87,471.30 |
DisclosureSEC source: 0001209191-17-017464 · doc4.xml · nonDerivative · entry 2 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,305 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 3,904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-017464 · doc4.xml · nonDerivative · entry 1 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,915 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:44 UTC | METLIFE INC MET · Entity 488 | GrantRestricted Stock Units · Derivative | 7,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016683 · doc4.xml · derivative · entry 4 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,628 Underlying: Common Stock · 7,628 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on the first business day in March 2018, 2019 and 2020. F5 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on the first business day in March 2018, 2019 and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:44 UTC | METLIFE INC MET · Entity 488 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,884 | $0.00 Strike: $52.44 | $0.00 |
DisclosureSEC source: 0001209191-17-016683 · doc4.xml · derivative · entry 3 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,884 Underlying: Common Stock · 22,884 shares Expires 2027-02-27 F3 · derivative.exercise_date: The options become exercisable in three equal installments on February 28, 2018, 2019 and 2020. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:44 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 2,563 | $52.44 | $134,403.72 |
DisclosureSEC source: 0001209191-17-016683 · doc4.xml · nonDerivative · entry 2 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,011 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Performance Share payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:44 UTC | METLIFE INC MET · Entity 488 | GrantCommon Stock | 6,216 | $52.44 | $325,967.04 |
DisclosureSEC source: 0001209191-17-016683 · doc4.xml · nonDerivative · entry 1 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,574 F1 · kind: Shares acquired from the payout of the 2014-2016 Performance Share Award following determination of the performance factor for such award. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:19 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 2,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016557 · doc4.xml · derivative · entry 6 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,334 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F4 · derivative.exercise_date: The Restricted Stock Units vested in three equal installments on February 25, 2015, 2016 and 2017. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. F4 · derivative.expiration_date: The Restricted Stock Units vested in three equal installments on February 25, 2015, 2016 and 2017. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:19 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionRestricted Stock Units · Derivative | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016557 · doc4.xml · derivative · entry 5 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,595 Underlying: Common Stock · 2,595 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal installments on February 24, 2016, 2017 and 2018. This installment became payable following the certification on February 28, 2017 that MetLife, Inc. met specified financial goals. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:19 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 963 | $52.49 | $50,547.87 |
DisclosureSEC source: 0001209191-17-016557 · doc4.xml · nonDerivative · entry 4 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,358 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:19 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016557 · doc4.xml · nonDerivative · entry 3 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:19 UTC | METLIFE INC MET · Entity 488 | Tax withholdingCommon Stock | 1,066 | $52.49 | $55,954.34 |
DisclosureSEC source: 0001209191-17-016557 · doc4.xml · nonDerivative · entry 2 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,987 F2 · kind: Shares withheld to satisfy the Reporting Person's tax withholding obligation due on the Restricted Share Unit payout. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:19 UTC | METLIFE INC MET · Entity 488 | Exercise / conversionCommon Stock | 2,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016557 · doc4.xml · nonDerivative · entry 1 Anzaldua Ricardo · CIK 0001564908 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,053 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit is the contingent right to receive one share of MetLife, Inc. common stock. 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.