Director Laurie Thomsen gifts 631 Travelers (NYSE: TRV) shares
Rhea-AI Filing Summary
TRAVELERS COMPANIES, INC. director Laurie J. Thomsen reported a bona fide gift of 631 shares of Common Stock on April 23, 2026, transferred at a reported price of $0.0000 per share. After the gift, she directly holds 62,178.076 shares of Travelers common stock.
In addition, filings show 303 shares held indirectly through an IRA and 200 shares held indirectly by a spouse. A footnote states that her position includes 1,189.844 deferred stock units acquired since February 4, 2025 under the dividend reinvestment feature of the company’s Deferred Compensation Plan for Non-Employee Directors.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 631 shares
Net Sell
3 txns
Insider
THOMSEN LAURIE J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 631 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 62,178.076 shares (Direct);
Common Stock — 200 shares (Indirect, By Spouse);
Common Stock — 303 shares (Indirect, IRA)
Footnotes (1)
- F1. Includes 1,189.844 shares of deferred stock units acquired since February 4, 2025 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors.
Key Figures
Gifted shares: 631 shares
Direct holdings after gift: 62,178.076 shares
IRA indirect holdings: 303 shares
+3 more
6 metrics
Gifted shares
631 shares
Bona fide gift of common stock on April 23, 2026
Direct holdings after gift
62,178.076 shares
Direct Travelers common stock held post-transaction
IRA indirect holdings
303 shares
Common stock held indirectly through IRA
Spouse indirect holdings
200 shares
Common stock held indirectly by spouse
Deferred stock units
1,189.844 units
Deferred stock units via dividend reinvestment since Feb 4, 2025
Gift transactions count
1 transaction
Single bona fide gift reported in transaction summary
Key Terms
bona fide gift, Deferred Compensation Plan for Non-Employee Directors, deferred stock units, dividend reinvestment feature, +1 more
5 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Deferred Compensation Plan for Non-Employee Directors financial
"the Company's Deferred Compensation Plan for Non-Employee Directors."
deferred stock units financial
"Includes 1,189.844 shares of deferred stock units acquired since February 4, 2025"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
dividend reinvestment feature financial
"pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan"
IRA financial
"nature_of_ownership": "IRA""
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did TRV director Laurie J. Thomsen report in this Form 4 filing?
Laurie J. Thomsen reported a bona fide gift of 631 shares of Travelers common stock on April 23, 2026. The transaction price is listed as $0.0000 per share, indicating a non-market transfer rather than a sale for cash proceeds.
What indirect holdings of TRV stock are reported for Laurie J. Thomsen?
The filing lists 303 shares of Travelers common stock held indirectly through an IRA and 200 shares held indirectly "By Spouse." Both positions are classified as indirect ownership, separate from Thomsen’s direct shareholdings in the company.
What does the footnote about deferred stock units for TRV indicate?
The footnote states that Thomsen’s holdings include 1,189.844 deferred stock units acquired since February 4, 2025. These were accumulated through the dividend reinvestment feature of Travelers’ Deferred Compensation Plan for Non-Employee Directors, rather than through market purchases.