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Everest Group (NYSE: EG) advisor disposes shares for tax withholding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Everest Group advisor Ricardo Anzaldua reported two tax-related share dispositions of Common Shares on March 2, 2026. A total of 256 and 184 shares were withheld at $338 per share to cover taxes on previously granted restricted shares. After these transactions, he directly holds 3,274 Common Shares.

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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*
Anzaldua Ricardo

(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)
Director 10% Owner
Officer (give title below) X Other (specify below)
Advisor
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 256 D $338 3,458 D
Common Shares(2) 03/02/2026 03/02/2026 F 184 D $338 3,274 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 701 vested restricted shares that were granted on 02/28/2024
2. Common Shares withheld to pay taxes on 526 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.

FAQ

What did Everest Group (EG) advisor Ricardo Anzaldua report in this Form 4?

Ricardo Anzaldua reported two tax-withholding dispositions of Everest Group Common Shares. In total, 256 and 184 shares were withheld at $338 per share to satisfy tax obligations on vested restricted share awards granted in 2024 and 2025.

How many Everest Group (EG) shares were disposed of for taxes in this filing?

A combined 440 Everest Group Common Shares were disposed of for tax withholding purposes. The filing lists two transactions of 256 and 184 shares, each coded as a tax-withholding disposition rather than an open-market sale, linked to vesting restricted share grants.

What price per share is shown for the Everest Group (EG) tax-withholding transactions?

Both tax-withholding transactions use a price of $338 per Everest Group Common Share. This per-share value appears in the Form 4 for the 256-share and 184-share dispositions that were used to satisfy tax liabilities on vested restricted shares.

How many Everest Group (EG) shares does Ricardo Anzaldua hold after these transactions?

After the reported tax-withholding dispositions, Ricardo Anzaldua directly holds 3,274 Everest Group Common Shares. The Form 4 shows this as the total number of non-derivative Common Shares beneficially owned following the second transaction dated March 2, 2026.

What do the footnotes in this Everest Group (EG) Form 4 explain about the dispositions?

The footnotes state that shares were withheld to pay taxes on 701 restricted shares granted February 28, 2024, and 526 restricted shares granted February 26, 2025. The dispositions are therefore tied to vesting equity awards rather than discretionary market sales.
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