Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | EVP | August 15, 2025 | August 19, 2025 |
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.
BERKLEY W R CORP
Report date August 15, 2025 · Filed August 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 241,753 |
Reported balance
After 2025-08-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-15 · Grant · Acquired 16,126 · Balance 241,753 F1: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2020, 2021 and 2022 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2025 (consisting of 6,396 shares; 5,549 shares; and 4,181 shares, respectively). |
| Common StockSEC Table I · non-derivative | Direct | 241,036 |
Reported balance
After 2025-08-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-08-15 · Tax withholding · Disposed 717 · Balance 241,036 F2: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs. |
| Common StockSEC Table I · non-derivative | IndirectBy ESPP | 8,748 |
Reported balance
Holding disclosure · report date 2025-08-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,748 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2020, 2021 and 2022 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2025 (consisting of 6,396 shares; 5,549 shares; and 4,181 shares, respectively).
F2: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.
F3: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs.
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 |
|---|---|---|---|---|---|---|
| August 15, 2025 Filed Aug 19, 2025 22:31 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 717 | $71.24 | $51,075.50 |
DisclosureSEC source: 0001062993-25-014720 · form4.xml · nonDerivative · entry 2 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,036 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:31 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 16,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-014720 · form4.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,753 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2020, 2021 and 2022 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2025 (consisting of 6,396 shares; 5,549 shares; and 4,181 shares, respectively). Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:20 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 776 | $57.75 | $44,814.00 |
DisclosureSEC source: 0001062993-24-015398 · form4.xml · nonDerivative · entry 2 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,627 F4 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F5 · balance_after: Represents shares of common stock underlying vested RSUs (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:20 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 17,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-015398 · form4.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,403 F1 · shares: On July 10, 2024, the Company's common stock split on a 3-for-2 basis (the "Stock Split"). The number of securities acquired, disposed of, or beneficially owned reported on this Form reflect such Stock Split. F2 · shares: Represents the vesting of tranches of shares of common stock underlying performance-based restricted stock units ("RSUs") granted in 2019, 2020 and 2021 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2024 (consisting of 5,529 shares; 6,397 shares; and 5,547 shares, respectively). F3 · balance_after: Includes an increase of 69,644 shares of common stock underlying vested RSUs (the receipt of which has been deferred) beneficially owned by the reporting person resulting from the Stock Split, and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:40 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 592 | $63.14 | $37,378.88 |
DisclosureSEC source: 0001062993-23-016729 · form4.xml · nonDerivative · entry 2 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,288 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:40 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 13,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016729 · form4.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,880 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2018, 2019 and 2020 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2023 (consisting of 5,133 shares; 3,686 shares; and 4,265 shares, respectively). Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:23 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 645 | $65.78 | $42,428.10 |
DisclosureSEC source: 0001062993-22-018294 · form4.xml · nonDerivative · entry 2 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,796 F3 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F4 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred); and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:23 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 14,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018294 · form4.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,441 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2017, 2018 and 2019 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2022 (consisting of 5,707 shares; 5,133 shares; and 3,686 shares, respectively). F2 · balance_after: On March 23, 2022, the Company's common stock split on a 3-for-2 basis (the "Stock Split"), resulting in an increase of 37,639 shares of common stock underlying vested RSUs beneficially owned by the reporting person. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 251 | $74.35 | $18,660.60 |
DisclosureSEC source: 0000011544-21-000071 · edgar.xml · nonDerivative · entry 2 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,276 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F3 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred); and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:30 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 7,226 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-21-000071 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,527 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2017 and 2018 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2022 (3,805 shares) and June 30, 2023 (3,421 shares). Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 17:53 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 104 | $72.23 | $7,511.40 |
DisclosureSEC source: 0000011544-21-000057 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,301 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred); and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 21:12 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 169 | $61.27 | $10,353.79 |
DisclosureSEC source: 0000011544-20-000113 · edgar.xml · nonDerivative · entry 2 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,405 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs. F3 · balance_after: Represents shares of common stock underlying RSUs, 65,417 of which has been deferred and 2,988 which vest on August 5, 2021; and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 21:12 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-20-000113 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,574 F1 · shares: Represents the vesting of a tranche of performance-based restricted stock units ("RSUs") granted in 2017 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2020. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 01:03 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 239 | $62.07 | $14,834.73 |
DisclosureSEC source: 0000011544-20-000107 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,770 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Represents shares of common stock underlying RSUs, 64,150 of which have vested (the receipt of 61,782 of which has been deferred) and the balance of 2,988 vests on August 5, 2021; and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 05, 2019 Filed Aug 8, 2019 01:54 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 353 | $68.57 | $24,203.45 |
DisclosureSEC source: 0000011544-19-000097 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,009 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Represents shares of common stock underlying RSUs, 56,640 of which have vested (the receipt of which has been deferred) and the balance of which vest as follows: 2,393 on August 5, 2020; and 5,976 in equal installments on August 5, 2020 and August 5, 2021; and does not include unvested shares of common stock underlying performance-based RSUs. On April 2, 2019, the Company's common stock split on a 3-for-2 basis (the "Stock Split"), resulting in an increase of 21,787 shares of common stock underlying vested RSUs beneficially owned by the reporting person. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 22:26 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 151 | $76.06 | $11,484.31 |
DisclosureSEC source: 0000011544-18-000071 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,573 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Represents shares of common stock underlying RSUs, 32,409 of which have vested (the receipt of which has been deferred) and the balance of which vest as follows: 2,000 on August 5, 2019; 3,189 in equal installments on August 5, 2019 and August 5, 2020; and 5,975 in equal installments on August 5, 2019, August 5, 2020 and August 5, 2021; and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 22:16 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 517 | $68.45 | $35,389.94 |
DisclosureSEC source: 0000011544-17-000075 · edgar.xml · nonDerivative · entry 1 Sgaglione Lucille T · CIK 0001491845 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,760.5574 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · shares: Includes 43,724 shares of common stock underlying RSUs, 28,966 of which have vested (the receipt of which has been deferred); 4,000 of which are scheduled to vest in equal installments on August 5, 2018 and August 5, 2019; 4,783 of which are scheduled to vest in equal installments on August 5, 2018, August 5, 2019 and August 5, 2020; and 5,975 of which are scheduled to vest in equal installments on August 5, 2019, August 5, 2020 and August 5, 2021; 2,036.5574 shares acquired under the W. R. Berkley Corporation Employee Stock Purchase Plan and does not include unvested shares of common stock underlying performance-based RSUs. F1 · balance_after: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). 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.