Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | Director | June 12, 2024 | June 12, 2024 |
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 June 12, 2024 · Filed June 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,534 |
Reported balance
After 2024-06-12 transaction · row 1
1 source rowRow 1 · 2024-06-12 · Grant · Acquired 2,534 · Balance 2,534 F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 142,920 |
Reported balance
Holding disclosure · report date 2024-06-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 142,920 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Boardwalk Pipeline Partners, LP
Report date July 18, 2018 · Filed July 19, 2018
Section 16 reporting ended · disclosed 2018-07-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-18 transaction · row 1
1 source rowRow 1 · 2018-07-18 · Disposition to issuer · Disposed 33,907 · Balance 0 F1: All of the reported securities were disposed of to the general partner of the Issuer in connection with the general partner's purchase of all of the Issuer's issued and outstanding common units ("Common Units") not already owned by the general partner or its affiliates for a cash purchase price of $12.06 per unit (the "Transaction"). In connection with the Transaction, the Issuer has voluntarily withdrawn its Common Units from listing on the New York Stock Exchange ("NYSE") and from registration under Section 12(b) of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the reported securities were disposed of to the general partner of the Issuer in connection with the general partner's purchase of all of the Issuer's issued and outstanding common units ("Common Units") not already owned by the general partner or its affiliates for a cash purchase price of $12.06 per unit (the "Transaction"). In connection with the Transaction, the Issuer has voluntarily withdrawn its Common Units from listing on the New York Stock Exchange ("NYSE") and from registration under Section 12(b) of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| June 12, 2024 Filed Jun 12, 2024 19:51 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012471 · form4.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,534 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 21:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013565 · form4.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,479 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| June 15, 2022 Filed Jun 15, 2022 20:39 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014907 · form4.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,995 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Exercise / conversionPhantom Stock · Derivative | 5,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012210 · form4.xml · derivative · entry 4 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,768 shares Expires 2021-12-01 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 share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. F1 · price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Disposition to issuerCommon Stock | 5,768 | $77.73 | $448,346.64 |
DisclosureSEC source: 0001062993-21-012210 · form4.xml · nonDerivative · entry 2 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Exercise / conversionCommon Stock | 5,768 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012210 · form4.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,768 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 share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 21:37 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-21-000038 · edgar.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,652 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| June 12, 2020 Filed Jun 12, 2020 20:50 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-20-000066 · edgar.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,483 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 21:24 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-19-000062 · edgar.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,151 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| July 18, 2018 Filed Jul 19, 2018 10:17 UTC | Boardwalk Pipeline Partners, LP BWP · Entity 164913 | Disposition to issuerCommon Units | 33,907 | $12.06 | $408,918.42 |
DisclosureSEC source: 0001336047-18-000062 · wf-form4_153200985851023.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: All of the reported securities were disposed of to the general partner of the Issuer in connection with the general partner's purchase of all of the Issuer's issued and outstanding common units ("Common Units") not already owned by the general partner or its affiliates for a cash purchase price of $12.06 per unit (the "Transaction"). In connection with the Transaction, the Issuer has voluntarily withdrawn its Common Units from listing on the New York Stock Exchange ("NYSE") and from registration under Section 12(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 21:04 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-18-000048 · edgar.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,619 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 16:17 UTC | Boardwalk Pipeline Partners, LP BWP · Entity 164913 | GrantCommon Units | 4,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001336047-18-000030 · wf-form4_151967983005719.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,907 Read SEC document |
| May 16, 2017 Filed May 16, 2017 20:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-17-000041 · edgar.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:09 UTC | Boardwalk Pipeline Partners, LP BWP · Entity 164913 | GrantCommon Units | 2,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001336047-17-000040 · wf-form4_148788414201057.xml · nonDerivative · entry 1 SHAPIRO MARK L · CIK 0001235090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,412 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.