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Everest Group (EG) Initial Form 3 Shows Director with 0 Shares

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Initial Form 3 filed for Everest Group, Ltd. (EG). The filing shows Laura J. Hay identified as a Director with an event date of 08/20/2025. The report discloses 0 common shares beneficially owned, reported as a direct holding. The form is an initial Section 16 filing that documents the reporter's relationship to the company and the current ownership position; no derivative securities or indirect ownership are listed. The document is signed by a filing representative on 08/22/2025.

Positive

  • Director relationship disclosed, providing transparency on insider status
  • Initial Section 16 filing completed, establishing a public baseline for future transactions

Negative

  • Reported ownership is 0 common shares, indicating no current direct equity stake by the director

Insights

TL;DR: Director reported no direct equity ownership in the company as of filing.

The filing records that Laura J. Hay serves as a director and that the initial beneficial ownership report lists 0 common shares held directly. For governance, an initial Form 3 establishes the baseline public record of insiders' holdings and any subsequent changes will be tracked against this filing.

Dependencies and near-term items to watch include any subsequent Section 16 filings showing acquisitions or dispositions by the director and the timing of any stock grants or option awards; those events would appear in later Forms 4 or 5 within the statutory reporting windows.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Hay Laura J

(Last) (First) (Middle)
394 RIDGE ROAD

(Street)
HARTSDALE NY 10530

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
08/20/2025
3. Issuer Name and Ticker or Trading Symbol
EVEREST GROUP, LTD. [ EG ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Shares 0 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Ricardo Anzaldua 08/22/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the Form 3 for Everest Group (EG) disclose?

It discloses that Laura J. Hay is a Director and reported 0 common shares beneficially owned with an event date of 08/20/2025.

Does the Form 3 report any derivative securities for EG?

No. The filing lists no derivative securities or indirect ownership positions.

When was the Form 3 signed and filed?

The event requiring the statement is dated 08/20/2025 and the form was signed by the filing representative on 08/22/2025.

What filings should investors monitor next for changes?

Monitor subsequent Section 16 filings: a Form 4 for reportable transactions or a Form 5 for certain delayed reports that would show any future acquisitions or dispositions.

Does a Form 3 with 0 shares indicate a lack of involvement?

No. It simply records current direct beneficial ownership as 0 shares; board membership and other non‑equity roles remain disclosed by the relationship field.
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