Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.EG · Entity 3370 | Director | March 03, 2025 | March 05, 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.
EVEREST GROUP, LTD.
Report date March 03, 2025 · Filed March 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 293,524 |
Reported balance
After 2025-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-03 · Tax withholding · Disposed 130 · Balance 293,524 F1: Common Shares withheld to pay taxes on 296 vested restricted shares that were granted on 2/29/24. F2: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares withheld to pay taxes on 296 vested restricted shares that were granted on 2/29/24.
F2: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments.
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 03, 2025 Filed Mar 5, 2025 21:42 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 130 | $355.23 | $46,179.25 |
DisclosureSEC source: 0001182528-25-000006 · wk-form4_1741210930.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,524 F1 · security: Common Shares withheld to pay taxes on 296 vested restricted shares that were granted on 2/29/24. F2 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:58 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 936 | $347.23 | $325,007.28 |
DisclosureSEC source: 0001182528-25-000004 · wk-form4_1741039116.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,654 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. F2 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 160 | $340.40 | $54,464.40 |
DisclosureSEC source: 0001182528-25-000002 · wk-form4_1740605185.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,718 F2 · date: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. F3 · date: Common Shares withheld to pay taxes on 377 vested restricted shares that were granted on 2/24/22. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 127 | $340.40 | $43,231.12 |
DisclosureSEC source: 0001182528-25-000002 · wk-form4_1740605185.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,878 F1 · date: Common Shares withheld to pay taxes on 284 vested restricted shares that were granted on 2/23/23. F2 · date: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 21:05 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 888 | $367.04 | $325,931.52 |
DisclosureSEC source: 0001182528-24-000007 · wk-form4_1709672677.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,005 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. F2 · security: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. Read SEC document |
| February 24, 2024 Filed Feb 28, 2024 21:39 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 92 | $370.06 | $34,045.06 |
DisclosureSEC source: 0001182528-24-000004 · wk-form4_1709156324.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,117 F2 · security: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. F3 · security: Common Shares used to pay withholding taxes on 377 restricted shares that were granted on 2/24/22 and vested on 2/24/24. Read SEC document |
| February 24, 2024 Filed Feb 28, 2024 21:39 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 108 | $370.06 | $39,965.94 |
DisclosureSEC source: 0001182528-24-000004 · wk-form4_1709156324.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,209 F1 · security: Common Shares used to pay withholding taxes on 444 restricted shares that were granted on 2/24/21 and vested on 2/24/24. F2 · security: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:20 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 84 | $370.47 | $31,119.38 |
DisclosureSEC source: 0001182528-24-000002 · wk-form4_1709068833.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,317 F1 · security: Common Shares used to pay withholding taxes on 284 restricted shares that were granted on 2/23/23 and vested on 2/23/24. F2 · security: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. Read SEC document |
| February 26, 2023 Filed Mar 1, 2023 21:12 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 96 | $383.78 | $36,842.40 |
DisclosureSEC source: 0001567619-23-004036 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,401 F1 · security: Common Shares used to pay withholding taxes on 391 restricted shares that vested on 2/26/23. F2 · security: In addition, Mr. Taranto indirectly owns 19,330 shares through various family related trusts and investments. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 20:53 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 213 | $382.40 | $81,451.20 |
DisclosureSEC source: 0001567619-23-003831 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,497 F2 · security: Common Shares used to pay withholding taxes on 821 restricted shares that vested on 2/24/23 F3 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 20:53 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 852 | $382.39 | $325,792.02 |
DisclosureSEC source: 0001567619-23-003831 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,710 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2020 Employee Stock Plan. The Restricted Shares will vest on February 23, 2024 (284 shares), February 23, 2025 (284 shares) and February 23, 2026 (284 shares) Read SEC document |
| February 26, 2022 Filed Mar 2, 2022 19:59 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 127 | $296.47 | $37,652.01 |
DisclosureSEC source: 0001567619-22-006042 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,858 F1 · security: Common Shares used to pay withholding taxes on 391 restricted shares that vested on 2/26/22. F2 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:04 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 158 | $287.94 | $45,494.92 |
DisclosureSEC source: 0001567619-22-005763 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,985 F2 · security: Common Shares used to pay withholding taxes on 444 restricted shares that vested on 2/24/22 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:04 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 1,131 | $287.94 | $325,662.97 |
DisclosureSEC source: 0001567619-22-005763 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,143 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. The RestrictedShares will vest on February 24, 2023 (377 shares), February 24, 2024 (377 shares) and February 24, 2025 (377 shares) F3 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:39 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 171 | $240.22 | $41,077.62 |
DisclosureSEC source: 0001567619-21-005385 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,012 F1 · security: Common Shares used to pay withholding taxes on 391 restricted shares that vested on 2/26/21 F2 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:00 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,332 | $244.45 | $325,600.74 |
DisclosureSEC source: 0001567619-21-005065 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,183 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2020 Employee Stock Incentive Plan. The Restricted Shares will vest on February 24, 2022 (444 shares), February 24, 2023 (444 shares) and February 24, 2024 (444 shares) F2 · security: In addition, Mr. Taranto owns 19,330 shares through various family related trusts and investments Read SEC document |
| May 12, 2020 Filed May 13, 2020 21:11 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | SaleCommon Shares | 19,000 | $173.87 | $3,303,469.20 |
DisclosureSEC source: 0001567619-20-009841 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,851 F3 · security: The 19,000 common shares sold represent shares that were owned by Mr. Taranto through a revocable living trust. Read SEC document |
| May 11, 2020 Filed May 13, 2020 21:11 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | SaleCommon Shares | 12,000 | $172.99 | $2,075,876.40 |
DisclosureSEC source: 0001567619-20-009841 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Various Family Related Trusts and Investments Disclosed balance after: 19,330 F1 · security: The shares were sold in accordance with a previously approved 10b5-1 trading plan. F2 · security: The 12,000 common shares sold represent shares that were indirectly owned by Mr. Taranto through the Taranto Family Foundation. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:59 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,173 | $277.15 | $325,091.09 |
DisclosureSEC source: 0001567619-20-005173 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,851 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2010 Employee Stock Plan. The Restricted Shares will vest on February 26, 2021 (391 shares), February 26, 2022 (391 shares) and February 26, 2023 (391 shares) F2 · security: In addition, Mr. Taranto owns 31,330 shares through various family related trusts and investments Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:35 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GiftCommon Shares | 19,330 | $267.60 | $5,172,708.00 |
DisclosureSEC source: 0001567619-19-021769 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Various Family Related Trusts and Investments Disclosed balance after: 31,330 F1 · security: 19,330 Shares were gifted by the reporting person through an intermediate limited liability company to an irrevocable trust of which his children are the beneficiaries. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:35 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GiftCommon Shares | 19,330 | $267.60 | $5,172,708.00 |
DisclosureSEC source: 0001567619-19-021769 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,678 F1 · security: 19,330 Shares were gifted by the reporting person through an intermediate limited liability company to an irrevocable trust of which his children are the beneficiaries. Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 20:58 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-021185 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Taranto Family Foundation Disclosed balance after: 12,000 F1 · security: 4,000 Shares were transferred from direct ownership to the Taranto Family Foundation. Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 20:58 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-021185 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,008 F1 · security: 4,000 Shares were transferred from direct ownership to the Taranto Family Foundation. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:59 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,500 | $223.45 | $335,175.00 |
DisclosureSEC source: 0001567619-19-005750 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,008 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. The Restricted Shares will vest on February 27, 2020 (500 shares), February 27, 2021 (500 shares) and February 27, 2022 (500 shares) F2 · security: In addition, Mr. Taranto owns 8,000 shares through the Taranto Family Foundation Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 19:36 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-007476 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Taranto Family Foundation Disclosed balance after: 8,000 F1 · security: 4,000 Shares were transferred from direct ownership to the Taranto Family Foundation. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 19:36 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-007476 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,508 F1 · security: 4,000 Shares were transferred from direct ownership to the Taranto Family Foundation. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 20:19 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,500 | $242.39 | $363,585.00 |
DisclosureSEC source: 0001140361-18-009804 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,508 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. The Restricted Shares will vest on February 21, 2019 (500 shares), February 21, 2020 (500 shares) and February 21, 2021 (500 shares) F2 · security: In addition, Mr. Taranto owns 4000 shares through the Taranto Family Foundation Read SEC document |
| November 03, 2017 Filed Nov 8, 2017 20:01 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-041562 · doc1.xml · nonDerivative · entry 2 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Taranto Family Foundation Disclosed balance after: 4,000 F1 · kind: 4,000 Shares were transferred from direct ownership to the Taranto Family Foundation. Read SEC document |
| November 03, 2017 Filed Nov 8, 2017 20:01 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-041562 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,008 F1 · kind: 4,000 Shares were transferred from direct ownership to the Taranto Family Foundation. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:08 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 2,000 | $234.03 | $468,060.00 |
DisclosureSEC source: 0001140361-17-009082 · doc1.xml · nonDerivative · entry 1 TARANTO JOSEPH V · CIK 0001182528 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,008 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. The Restricted Shares will vest on February 22, 2018 (667 shares), February 22, 2019 (667 shares) and February 22, 2020 (666 shares) 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.