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Everest Group (NYSE: EG) CEO has 2,733 shares withheld for tax liabilities

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Everest Group, Ltd. President and CEO James Allan Williamson reported two tax-withholding dispositions of common shares on March 2, 2026. A total of 2,733 shares were withheld at $338 per share to cover tax liabilities on vested restricted share awards, rather than sold in the market. After these transactions, Williamson holds 29,141 Everest Group common shares directly. Footnotes explain that shares were withheld to pay taxes on 1,209 restricted shares granted on February 28, 2024 and 3,701 restricted shares granted on February 26, 2025.

Positive

  • None.

Negative

  • None.
Insider WILLIAMSON JAMES ALLAN
Role President and CEO
Type Security Shares Price Value
Exercise Price or Tax Liability Common Shares 673 $338.00 $227K
Exercise Price or Tax Liability Common Shares 2,060 $338.00 $696K
Holdings After Transaction: Common Shares — 29,141 shares (Direct)
Footnotes (2)
  1. F1. Common Shares withheld to pay taxes on 1,209 vested restricted shares that were granted on 02/28/2024
  2. F2. Common Shares withheld to pay taxes on 3,701 vested restricted shares that were granted on 02/26/2025
Tax-withheld shares (transaction 1) 673 shares Common shares withheld for tax on March 2, 2026
Tax-withheld shares (transaction 2) 2,060 shares Common shares withheld for tax on March 2, 2026
Total tax-withheld shares 2,733 shares Aggregate tax-withholding dispositions reported in transaction summary
Per-share tax value $338 per share Value used for both March 2, 2026 withholding transactions
Post-transaction holdings 29,141 shares Direct common share holdings of James Allan Williamson after transactions
Restricted shares grant 2024 1,209 shares Vested restricted shares granted on February 28, 2024 tied to tax withholding
Restricted shares grant 2025 3,701 shares Vested restricted shares granted on February 26, 2025 tied to tax withholding
tax-withholding disposition financial
"reported two tax-withholding dispositions of common shares on March 2, 2026"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
restricted shares financial
"vested restricted shares that were granted on February 28, 2024"
Restricted shares are company stock that cannot be sold or transferred immediately because they are subject to legal or contractual limits, such as a required holding period or performance conditions. They matter to investors because these locked-up shares can affect a company’s available stock for trading, future dilution, and insider incentives—imagine a gift that can’t be cashed until certain conditions are met, which changes when and how much supply can suddenly enter the market.
Rule 10b5-1 financial
"The Rule 10b5-1 checkbox is not marked for these transactions"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
nature of ownership financial
"ownership_type direct and empty nature_of_ownership field"

FAQ

What did Everest Group (EG) CEO James Allan Williamson disclose in this Form 4?
James Allan Williamson disclosed that 2,733 common shares of Everest Group were withheld for taxes on March 2, 2026 at $338 per share. These were tax-withholding dispositions tied to vested restricted share awards, not open-market sales, and he now holds 29,141 shares directly.

How many Everest Group (EG) shares were withheld for taxes on March 2, 2026?
On March 2, 2026, a total of 2,733 common shares of Everest Group were withheld to satisfy tax liabilities related to restricted share vesting. The Form 4 shows two separate tax-withholding dispositions of 673 and 2,060 shares, both valued at $338 per share.

At what price were Everest Group (EG) shares valued for the CEO’s tax withholding?
The withheld Everest Group shares were valued at $338 per share for tax-withholding purposes. Both reported dispositions on March 2, 2026 used this per-share value when 2,733 common shares were delivered to cover taxes on vested restricted share awards.

How many Everest Group (EG) shares does James Allan Williamson hold after these transactions?
Following the reported tax-withholding dispositions, James Allan Williamson directly holds 29,141 common shares of Everest Group. This post-transaction holding reflects his remaining equity position after 2,733 shares were withheld to pay taxes on vested restricted share grants.

Were James Allan Williamson’s Everest Group (EG) transactions under a Rule 10b5-1 plan?
The Form 4 indicates the Rule 10b5-1 checkbox is not marked, so these tax-withholding dispositions were not affirmed as made under a Rule 10b5-1 trading plan. They reflect shares withheld to cover taxes on vested restricted share awards.

What restricted share grants triggered the Everest Group (EG) tax-withholding dispositions?
Footnotes state that shares were withheld to pay taxes on 1,209 vested restricted shares granted on February 28, 2024 and 3,701 vested restricted shares granted on February 26, 2025. These grants led to the 2,733-share tax-withholding reported.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
WILLIAMSON JAMES ALLAN
(Last) (First) (Middle)
100 EVEREST WAY
(Street)
WARREN NJ 07059
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
EVEREST GROUP, LTD. [ EG ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President and CEO
3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026
4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Shares(1) 03/02/2026 03/02/2026 F 673 D $338 31,201 D
Common Shares(2) 03/02/2026 03/02/2026 F 2,060 D $338 29,141 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Common Shares withheld to pay taxes on 1,209 vested restricted shares that were granted on 02/28/2024
2. Common Shares withheld to pay taxes on 3,701 vested restricted shares that were granted on 02/26/2025
Remarks:
/s/ MARK KOCIANCIC 03/03/2026
** 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 4 (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.

Source: View Original Filing on SEC EDGAR