Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director · Chief Executive Officer | February 25, 2026 | February 27, 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.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares (Restricted)SEC Table I · non-derivative | Direct | 3,650 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 1,500 · Balance 3,650 F1: On February 25, 2026, the Reporting Person received a restricted share award of 1,500 Common Shares, which vests on January 1, 2029. |
| Common SharesSEC Table I · non-derivative | Direct | 1,655 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,655 |
| Common SharesSEC Table I · non-derivative | Indirectby WTM Retirement Plan | 8 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 25, 2026, the Reporting Person received a restricted share award of 1,500 Common Shares, which vests on January 1, 2029.
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 25, 2026 Filed Feb 27, 2026 16:19 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares (Restricted) | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000776867-26-000021 · form4.xml · nonDerivative · entry 1 Caffrey Liam P · CIK 0001915424 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,650 F1 · shares: On February 25, 2026, the Reporting Person received a restricted share award of 1,500 Common Shares, which vests on January 1, 2029. Read SEC document |
| January 01, 2026 Filed Jan 2, 2026 23:02 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | Tax withholdingCommon Shares | 425 | $2,078.03 | $883,162.75 |
DisclosureSEC source: 0000776867-26-000006 · form4.xml · nonDerivative · entry 1 Caffrey Liam P · CIK 0001915424 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,655 F1 · balance_after: On January 1, 2026, 1,250 restricted Common Shares became unrestricted. 425 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 14:32 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares (restricted) | 1,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-003865 · form4.xml · nonDerivative · entry 1 Caffrey Liam P · CIK 0001915424 · EVP& Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,400 F1 · shares: On February 26, 2025, the Reporting Person received a restricted share award of 1,025 Common Shares, which vests on January 1, 2028. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 14:22 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | Tax withholdingCommon Shares | 420 | $1,945.06 | $816,925.20 |
DisclosureSEC source: 0001062993-25-000039 · form4.xml · nonDerivative · entry 1 Caffrey Liam P · CIK 0001915424 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 830 F1 · balance_after: On January 1, 2025, 1,250 restricted Common Shares became unrestricted. 420 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations. Read SEC document |
| February 22, 2024 Filed Feb 24, 2024 02:28 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares (restricted) | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-004346 · form4.xml · nonDerivative · entry 1 Caffrey Liam P · CIK 0001915424 · EVP& Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,625 F1 · shares: On February 22, 2024, the Reporting Person received a restricted share award of 1,125 Common Shares, which vests on January 1, 2027. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 14:01 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares (restricted) | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-004720 · form4.xml · nonDerivative · entry 1 Caffrey Liam P · CIK 0001915424 · EVP& Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: On February 22, 2023, the Reporting Person received a restricted share award of 1,250 Common Shares, which vests on January 1, 2026. 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.