W. R. Berkley (WRB) director granted 3,090 common shares in stock award
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Farrell Mary C reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation director Mary C. Farrell received a grant of 3,090 shares of Common Stock, recorded at a price of $0.00 per share. This was issued as an award under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. After this award, she directly holds 19,378 common shares. The filing also reports indirect holdings of 489 shares through an IRA and 141,106 shares through a trust, showing her overall equity exposure to the company.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Farrell Mary C
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 3,090 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 19,378 shares (Direct, null);
Common Stock — 141,106 shares (Indirect, By Trust)
Footnotes (1)
- [object Object]
Key Figures
Stock award: 3,090 shares
Direct holdings after award: 19,378 shares
Indirect IRA holdings: 489 shares
+2 more
5 metrics
Stock award
3,090 shares
Director grant of Common Stock at $0.00 per share
Direct holdings after award
19,378 shares
Common Stock directly owned after the grant
Indirect IRA holdings
489 shares
Common Stock held indirectly by IRA
Indirect trust holdings
141,106 shares
Common Stock held indirectly by trust
Grant price
$0.00 per share
Reported price for the 3,090-share award
Key Terms
2009 Directors Stock Plan, Grant, award, or other acquisition, IRA, Trust
4 terms
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."
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
IRA financial
"total_shares_following_transaction 489.0000, nature_of_ownership: By 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.
Trust financial
"total_shares_following_transaction 141106.0000, nature_of_ownership: By Trust"
A trust is a legal setup in which one party (the trustee) holds and manages assets—like cash, stocks or property—on behalf of other people (beneficiaries) according to instructions from the person who created it (the grantor). Think of it as a locked box with a keyholder who must follow written rules; for investors it matters because trusts influence who controls and benefits from assets, affect taxes and succession, and can change how quickly or transparently shares are bought, sold or voted.
