Every Form 4 that Everest Group, Ltd. (EG) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow EG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EG filings page.
Everest Group, Ltd. executive Jason Keen, EVP & CEO of GW & S Division, had 456 Common Shares withheld to pay taxes on 969 vested restricted shares granted on September 11, 2025. The transaction was reported at $366.47 per share on October 1, 2026. Keen reported direct holdings of 7,714 Common Shares afterward.
Everest Group, Ltd. (EG) reported that Jill Beggs, EVP and CEO of Reinsurance, had 496 Common Shares withheld on October 1, 2026, at $366.47 per share to pay taxes on 969 vested restricted shares granted September 11, 2025. She directly held 7,817 shares after the transaction. No Rule 10b5-1 plan is reported.
Everest Group, Ltd. director Alan Darryl Page acquired 85 common shares on October 1, 2026, as compensation under the 2003 Non-Employee Director Plan, in a transaction completed under Rule 16b-3. The shares were reported at $366.47 per share. Page elected to receive his quarterly retainer in shares with fair market value equal to the retainer otherwise payable in cash; his direct holdings after the acquisition were 2,098 common shares.
Everest Group, Ltd. director Allan Levine received 85 Common Shares on October 1, 2026, as compensation under the 2003 Non-Employee Director Plan. He elected to receive his quarterly retainer in shares with a fair market value equal to the retainer otherwise payable in cash. The reported price was $366.47 per share, and his direct holdings after the acquisition were 5,472 Common Shares. The transaction was completed under Rule 16b-3.
Everest Group, Ltd. director John M. Howard acquired 85 common shares on October 1, 2026, as compensation under the 2003 Non-Employee Director Plan. The reported price was $366.47 per share, and his directly held position after the transaction was 2,428 shares. Howard elected to receive his quarterly retainer in shares with fair market value equal to the retainer otherwise payable in cash; the transaction was completed under Rule 16b-3.
Everest Group, Ltd. director Meryl D. Hartzband acquired 85 common shares on October 1, 2026, as compensation under the 2003 Non-Employee Director Plan. She elected to receive her quarterly retainer in shares rather than cash; the reported value was $366.47 per share. Her directly held position after the award was 12,674 common shares.
Levine Allan reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Allan Levine received a grant of 86 Common Shares as compensation, valued at about $360.78 per share. This award represents his elected quarterly retainer under the 2003 Non-Employee Director Plan, taken in stock instead of cash. Following the grant, he directly holds 5,387 Common Shares.
Everest Group, Ltd. director Howard John M reported an acquisition of 86 Common Shares as a compensation grant valued at $360.78 per share. The shares were issued under the 2003 Non-Employee Director Plan as payment of his quarterly retainer instead of cash, in a transaction completed under Rule 16b-3. Following this award, his direct holdings total 2,343 Common Shares.
HARTZBAND MERYL D reported acquisition or exercise transactions in this Form 4 filing.
Everest Group director Meryl D. Hartzband received 86 Common Shares as equity compensation. The shares were granted on July 1, 2026 under the 2003 Non-Employee Director Plan at a fair market value of $360.78 per share instead of a cash quarterly retainer.
After this grant, Hartzband directly holds 12,589 Common Shares. This is a routine, non‑market award completed under Rule 16b-3, meaning it reflects board compensation structure rather than an open-market stock purchase or sale.
Habayeb Elias F. reported acquisition or exercise transactions in this Form 4 filing.
Everest Group EVP & CFO Elias F. Habayeb received equity compensation in the form of restricted common shares. On May 12, 2026, he was granted 7,128 restricted common shares and a separate grant of 13,970 restricted common shares, both valued at $350.77 per share under the company’s 2020 Stock Incentive Plan. After these awards, he directly holds 21,098 common shares in one reported line and 13,970 in another, reflecting his updated ownership position.
Everest Group, Ltd. executive Jason Keen, EVP & CEO of the GW & S Division, reported an open-market sale of 775 Common Shares on May 7, 2026 at $351.84 per share. After this transaction, he directly holds 8,170 Common Shares of Everest Group.
Page Alan Darryl reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Alan Darryl Page received a grant of 96 Common Shares as compensation. The shares were issued under the 2003 Non-Employee Director Plan after he elected to take his quarterly retainer in stock rather than cash at a fair market value of $325.28 per share. Following this award, he directly holds 2,013 Common Shares.
Levine Allan reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Allan Levine received a grant of 96 Common Shares as part of his board compensation. The shares were valued at $325.28 each, matching the quarterly cash retainer he could have taken. After this award, he directly holds 5,301 Common Shares.
Howard John M reported acquisition or exercise transactions in this Form 4 filing.
EVEREST GROUP, LTD. director Howard John M received a grant of 96 Common Shares on April 1, 2026 as equity compensation. The shares were valued at $325.28 per share, equal to his quarterly cash retainer, under the 2003 Non-Employee Director Plan and pursuant to Rule 16b-3.
After this award, he directly holds 2,257 Common Shares. This is a routine, compensation-related equity grant rather than an open‑market purchase or sale.
HARTZBAND MERYL D reported acquisition or exercise transactions in this Form 4 filing.
EVEREST GROUP, LTD. director Meryl D. Hartzband received a grant of 96 Common Shares on April 1 as compensation under the 2003 Non-Employee Director Plan. The shares were issued in lieu of her quarterly cash retainer at a fair market value of $325.28 per share, bringing her direct holdings to 12,503 Common Shares.
EVEREST GROUP, LTD. executive Jill Beggs, EVP and CEO of Reinsurance, reported equity compensation activity involving the company’s common shares. She received a grant/settlement of 684 Common Shares on March 13, 2026, at a reference price of $322.87 per share, tied to performance share units granted in 2023.
On the same date, 350 Common Shares were disposed of to cover withholding taxes related to this PSU settlement, a non-market tax-withholding transaction rather than an open-market sale. After these entries, Beggs directly holds 8,313 Common Shares of Everest Group, reflecting her ongoing equity stake in the company.
Everest Group EVP & CFO Mark Kociancic received a stock-based compensation award that settled in 1,369 Common Shares on settlement of performance share units granted in 2023 at a reference price of $322.87 per share.
To cover withholding taxes on this PSU settlement, 701 Common Shares were disposed of, as indicated in the footnotes, which describe this as a tax-withholding transaction rather than an open-market sale. Following these transactions, Kociancic directly holds 35,095 Common Shares, reflecting his ongoing equity stake in Everest Group.
Everest Group President and CEO James Allan Williamson reported equity compensation activity involving common shares. On March 13, 2026, he acquired 1,129 common shares at $322.87 per share through settlement of performance share units granted in 2023. To cover withholding taxes on this PSU settlement, 634 common shares were disposed of, also at $322.87, as a tax-withholding transaction rather than a market sale. After these movements, he directly holds 29,636 common shares of Everest Group.
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.
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.
EVEREST GROUP, LTD. executive Jill Beggs, EVP and CEO of Reinsurance, reported two tax-related share dispositions on Common Shares. On 02/28/2024 and 02/26/2025, restricted shares vested and a total of 460 Common Shares were withheld at $338 per share to cover taxes. After these tax-withholding dispositions, she directly holds 7,979 Common Shares.
Everest Group, Ltd. executive Mark Kociancic, EVP & CFO, reported two tax-related share dispositions involving the company’s Common Shares. On the reported date, shares were withheld at $338.00 per share to cover taxes on vested restricted share awards granted on 02/28/2024 and 02/26/2025, in amounts of 737 and 1,442 shares, respectively. These are coded as tax-withholding dispositions rather than open-market sales. After these transactions, Kociancic directly holds 34,427 Common Shares.
Everest Group, Ltd. senior vice president and chief accounting officer Robert J. Freiling reported two small tax-related share dispositions. On common shares priced at $338, a total of 168 shares were withheld to cover taxes on vested restricted shares, leaving him with 6,987 common shares held directly.
McNeilage Hazel reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Hazel McNeilage received an equity award of 960 Common Shares on February 26, 2026. The shares were granted under the Company's 2003 Non-Employee Director Equity Plan and are designated as Restricted Common Shares. Following this grant, McNeilage directly owns 4,161 Common Shares.
Amore John J reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director John J. Amore reported an equity award of 960 Common Shares on February 26, 2026. These shares were granted at a reference price of $338.69 per share as a restricted stock award under the company’s 2003 Non-Employee Director Equity Plan.
After this grant, Amore directly holds a total of 25,082 Common Shares. Because the transaction is coded as a grant or award, it reflects additional compensation in shares rather than an open-market purchase.
GRAF JOHN A reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director John A. Graf reported receiving an equity award of 960 Common Shares on February 26, 2026. The shares are restricted Common Shares granted under the company’s 2003 Non-Employee Director Equity Plan, bringing his directly held stake to 17,538 Common Shares following the award.
Singer Roger M. reported acquisition or exercise transactions in this Form 4 filing.
EVEREST GROUP, LTD. director Roger M. Singer received a grant of 960 Common Shares on February 26, 2026 as a restricted stock award. The shares, valued at $338.69 per share, increased his directly owned stake to 19,704 Common Shares under the company’s 2003 Non-Employee Director Equity Plan.
Everest Group, Ltd. reported that President and CEO James Allan Williamson acquired additional equity through a stock award. On February 26, 2026, he received 7,751 Common Shares at a price of $338.69 per share as a restricted share award under the Company’s 2020 Stock Incentive Plan. Following this grant, his directly held ownership increased to 31,874 Common Shares. This was a compensation-related grant/award acquisition, not an open-market purchase.
Everest Group, Ltd. reported that EVP & CFO Mark Kociancic acquired 3,691 common shares on February 26, 2026 through a grant under the company’s 2020 Stock Incentive Plan. The award is valued at $338.69 per share, bringing his directly held stake to 36,606 common shares. This reflects equity-based compensation rather than an open‑market purchase.
Beggs Jill reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. executive Jill Beggs, EVP and CEO of Reinsurance, received an award of 1,477 common shares on February 26, 2026. The restricted shares were granted under the company’s 2020 Stock Incentive Plan, increasing her directly held common shares to a total of 8,439.
Everest Group, Ltd. reported that Senior Vice President and Chief Accounting Officer Robert J. Freiling acquired a new equity award. On February 26, 2026, he received 752 restricted common shares at $338.69 per share under the company’s 2020 Stock Incentive Plan.
After this grant, Freiling directly holds 7,155 common shares. Restricted shares are typically subject to vesting or service conditions, aligning an executive’s compensation more closely with shareholder value over time rather than representing an open‑market purchase.
Everest Group EVP and General Counsel Anthony Vidovich reported stock-based compensation awards in the form of restricted common shares. On February 26, 2026, he acquired 1,846 restricted shares under the Company’s 2020 Stock Incentive Plan and 5,315 restricted shares under his employment agreement at a reference price of $338.69 per share, bringing his direct holdings to 7,161 common shares.
Everest Group, Ltd. reported that director Geraldine Losquadro acquired 960 Common Shares on February 26, 2026 as a grant or award. The shares, priced at $338.69 per share, are Restricted Common Shares awarded under the Company’s 2003 Non-Employee Director Equity Plan. Following this equity award, Losquadro directly holds 13,239 Common Shares.
Page Alan Darryl reported acquisition or exercise transactions in this Form 4 filing.
Everest Group director Alan Darryl Page received an award of 960 restricted common shares on February 26, 2026 under the company’s 2003 Non-Employee Director Equity Plan. The award was recorded at a price of $338.69 per share, bringing his directly held common shares to 1,917 after the transaction.
GALTNEY WILLIAM F JR reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. reported that director William F. Galtney Jr. received a grant of 960 Common Shares on February 26, 2026. These are Restricted Common Shares awarded under the company’s 2003 Non-Employee Director Equity Plan. After this grant, he directly owns 22,140 common shares and also indirectly owns 45,491 shares through various family-related investments.
HARTZBAND MERYL D reported acquisition or exercise transactions in this Form 4 filing.
EVEREST GROUP, LTD. director Meryl D. Hartzband reported receiving a grant of 960 Common Shares on February 26, 2026. The Restricted Common Shares were awarded under the Company's 2003 Non-Employee Director Equity Plan, bringing her direct holdings to 12,407 Common Shares after the award at a grant price of $338.69 per share.
Howard John M reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Howard John M received a grant of 960 Restricted Common Shares on February 26, 2026 under the company’s 2003 Non-Employee Director Equity Plan, at a reference price of $338.69 per share. After this award, he directly holds 2,161 Common Shares.
Levine Allan reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Allan Levine reported an equity award of 960 Common Shares on February 26, 2026. The shares are Restricted Common Shares granted under the Company’s 2003 Non-Employee Director Equity Plan at a reported price of $338.69 per share.
After this grant, Levine directly holds 5,205 Common Shares. This is a compensatory stock award, not an open-market purchase or sale, and reflects routine director compensation in equity form.
Hay Laura J reported acquisition or exercise transactions in this Form 4 filing.
Everest Group, Ltd. director Laura J. Hay received an equity award of 960 Restricted Common Shares on February 26, 2026 under the Company’s 2003 Non-Employee Director Equity Plan. The shares were valued at $338.69 per share, bringing her directly held Common Shares to 1,914.
Everest Group, Ltd. senior executive Robert J. Freiling reported tax-related share dispositions rather than open-market sales. On February 23, 2026, a total of 183 Common Shares were withheld at $341.42 per share to satisfy taxes on vested restricted share awards granted in 2021, 2022, and 2023. After these tax-withholding dispositions, he directly owned 6,403 Common Shares.
Everest Group, Ltd. President and CEO James Allan Williamson reported three tax-withholding dispositions of common shares on February 23, 2026. A total of 301, 293 and 255 shares were withheld at $341.42 per share to cover taxes on vested restricted share awards granted in 2021, 2022 and 2023. After these transactions, he continued to hold over 24,000 common shares directly.
Everest Group, Ltd. executive vice president and CFO Mark Kociancic reported share dispositions related to tax withholding on vested equity awards. On February 23, 2026, he disposed of 271, 227, and 200 common shares, each at $341.42 per share, as payment of tax liabilities by delivering securities.
Footnotes explain these common shares were withheld to pay taxes on vested restricted shares granted in 2021, 2022, and 2023. After these tax-withholding dispositions, Kociancic continued to hold over 32,900 Everest Group common shares directly.
EVEREST GROUP, LTD. executive Jill Beggs reported two tax-related share dispositions in Common Shares. A total of 177 shares and 134 shares were withheld on separate transactions at $341.42 per share to cover taxes on vesting restricted shares granted on 02/23/2022 and 02/23/2023. After these non-market transactions, she continued to hold several thousand Common Shares directly.
Everest Group, Ltd. director received additional company stock as part of her regular board compensation. On 01/02/2026, she acquired 92 Common Shares at a price of $336.76 per share, paid as compensation under the 2003 Non-Employee Director Plan instead of taking her quarterly cash retainer. After this transaction, she beneficially owned 11,447 Common Shares in total, held directly.
Everest Group, Ltd. reported a director equity compensation transaction. On 01/02/2026, a non-employee director received 92 common shares as part of the company’s 2003 Non-Employee Director Plan. The shares were valued at $336.76 per share, in lieu of a cash quarterly retainer, meaning the director chose to be paid in stock instead of cash for this period.
Following this grant, the director directly beneficially owned 1,201 common shares of Everest Group. The filing notes that the transaction was completed under Rule 16b-3, which governs certain insider compensation-related transactions.
Everest Group, Ltd. director compensation activity is disclosed for 01/02/2026. A non-employee director acquired 92 Common Shares of Everest Group at a price of $336.76 per share as part of their quarterly board retainer. After this transaction, the director beneficially owns 4,245 Common Shares, held directly.
These shares were paid as compensation under the company’s 2003 Non-Employee Director Plan, in a transaction completed under Rule 16b-3. The reporting person chose to receive the quarterly retainer in stock instead of cash, aligning part of director compensation with the company’s equity performance.
Everest Group, Ltd. director reports share transfer
The Galtney Group, Inc., which is related to an Everest Group, Ltd. director, reported a transaction in the company’s common shares dated 12/19/2025 with transaction code G. The filing shows that 12,578 common shares were disposed of at a reported price of $0. Following this transaction, the reporting person directly beneficially owns 21,180 common shares of Everest Group, Ltd.
The notes also state that, in addition to this direct holding, Mr. Galtney indirectly owns 45,491 shares through various family-related investments.
Everest Group, Ltd. (EG) reported an insider equity transaction by its EVP & CFO on a Form 4. On 11/18/2025, the executive had 2,149 common shares withheld, coded as an "F" transaction, at a price of $320.99 per share. This withholding was used to pay taxes on 4,200 restricted shares that vested from a grant originally made on 11/18/2020.
After this tax-related withholding, the reporting person directly beneficially owns 33,613 common shares of Everest Group. The filing describes a routine administrative transaction tied to equity compensation rather than an open-market purchase or sale.
Everest Group, Ltd. (EG) reported a routine insider transaction by its President and CEO, who is also a director. On 11/18/2025, 646 common shares were disposed of at $320.99 per share, leaving 24,972 common shares beneficially owned afterward in direct form.
The filing explains that these 646 common shares were withheld to pay taxes on 1,092 restricted shares that vested from a grant originally made on 11/18/2020. This type of transaction reflects tax withholding on equity compensation rather than an open-market sale.
Everest Group, Ltd. (EG) executive EVP and CEO of Reinsurance reported a routine equity transaction. On 11/17/2025, 287 common shares were disposed of at a price of $324.06 per share under transaction code "F," which typically indicates shares withheld to cover taxes. After this withholding, the executive beneficially owns 7,273 common shares directly. The explanation notes that the shares were withheld to pay taxes on 289 restricted shares that vested from a grant originally awarded on 11/16/2021.