WRB CEO awarded 3,090-share stock grant
BERKLEY WILLIAM R JR reported acquisition or exercise transactions in this Form 4 filing.
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Form Type
4
Rhea-AI Filing Summary
BERKLEY WILLIAM R JR reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director and CEO William R. Berkley Jr. reported an equity award of 3,090 shares of common stock. The shares were granted at a price of $0.00 per share as a grant or award and are classified as directly owned.
After this award, his direct holdings total 4,555,860 common shares. A footnote states this direct position includes 3,181,240 shares underlying vested Restricted Stock Units, where receipt has been deferred. Additional indirect holdings are reported through family-related trusts and limited liability companies.
Insider Trade Summary
Grant/Award: 3,090 shares
Grant/Award
4 txns
Insider
BERKLEY WILLIAM R JR
Role
President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 3,090 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 4,555,860 shares (Direct);
Common Stock — 63,515,547 shares (Indirect, By WR Berkley & Others LLC);
Common Stock — 3,553,486 shares (Indirect, By WR Berkley & Others 2 LLC);
Common Stock — 1,350,000 shares (Indirect, By William R. Berkley 2011 GST Trust)
Footnotes (3)
- F1. Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
- F2. Includes 3,181,240 shares of common stock underlying Restricted Stock Units ("RSUs"), all of which have vested (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs.
- F3. Mr. William R. Berkley, Jr. is the manager of the limited liability company. Mr. William R. Berkley and certain family trusts are the owners of the limited liability company as set forth in the Schedule 13D/A dated March 5, 2026.
Key Figures
Stock award: 3,090 shares
Direct holdings after transaction: 4,555,860 shares
Vested RSU underlying shares: 3,181,240 shares
+3 more
6 metrics
Stock award
3,090 shares
Grant or award acquisition of common stock at $0.00 per share
Direct holdings after transaction
4,555,860 shares
Common stock directly owned by William R. Berkley Jr. after award
Vested RSU underlying shares
3,181,240 shares
Common shares underlying vested RSUs with deferred receipt, included in direct holdings
Indirect holdings via 2011 GST Trust
1,350,000 shares
Common stock held indirectly by William R. Berkley 2011 GST Trust
Indirect holdings via WR Berkley & Others 2 LLC
3,553,486 shares
Common stock held indirectly through WR Berkley & Others 2 LLC
Indirect holdings via WR Berkley & Others LLC
63,515,547 shares
Common stock held indirectly through WR Berkley & Others LLC
Key Terms
W. R. Berkley Corporation 2009 Directors Stock Plan, Restricted Stock Units ("RSUs"), performance-based RSUs, Schedule 13D/A, +1 more
5 terms
W. R. Berkley Corporation 2009 Directors Stock Plan financial
"Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated."
Restricted Stock Units ("RSUs") financial
"Includes 3,181,240 shares of common stock underlying Restricted Stock Units ("RSUs"), all of which have vested..."
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
performance-based RSUs financial
"...and does not include shares of common stock underlying unvested performance-based RSUs."
Performance-based restricted stock units (RSUs) are promises to deliver company shares to employees only if the business meets specific goals, such as revenue, profit, stock-price targets, or strategic milestones. For investors, they matter because they change future share supply and align management incentives with company results—like a salesperson whose bonus only pays out when sales targets are hit—so they can affect earnings, dilution, and confidence in leadership.
Schedule 13D/A regulatory
"…are the owners of the limited liability company as set forth in the Schedule 13D/A dated March 5, 2026."
A Schedule 13D/A is an amended disclosure filed with regulators by an investor who already reported owning more than 5% of a company’s shares and needs to update their original filing. Think of it as a public status update that tells markets whether the investor’s ownership, plans, or source of funds have changed; such updates matter because they can signal a push for control, major strategic moves, or increased pressure on management, which can affect stock prices.
indirect ownership financial
"total_shares_following_transaction 1,350,000.0000, direct_or_indirect I, nature_of_ownership By William R. Berkley 2011 GST Trust"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did WRB CEO William R. Berkley Jr. report on this Form 4?
William R. Berkley Jr. reported receiving an award of 3,090 WRB common shares at $0.00 per share. The transaction is coded as a grant or award acquisition under a company stock plan and represents compensation, not an open-market purchase or sale.
What indirect ownership in W. R. Berkley (WRB) does William R. Berkley Jr. report?
He reports indirect holdings of 1,350,000 WRB shares via the William R. Berkley 2011 GST Trust, 3,553,486 shares via WR Berkley & Others 2 LLC, and 63,515,547 shares via WR Berkley & Others LLC, in addition to his direct holdings.
How are Restricted Stock Units (RSUs) reflected in William R. Berkley Jr.’s WRB holdings?
A footnote states his direct holdings include 3,181,240 WRB shares underlying RSUs that have fully vested, although receipt of the shares has been deferred. It also clarifies that unvested performance-based RSUs are not included in this count.
AI-generated analysis. How Rhea-AI works. Not financial advice.
