W. R. Berkley chair granted 3,090-share stock award
BERKLEY WILLIAM R reported acquisition or exercise transactions in this Form 4 filing.
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Form Type
4
Rhea-AI Filing Summary
BERKLEY WILLIAM R reported acquisition or exercise transactions in this Form 4 filing.
W. R. Berkley Corporation Executive Chairman William R. Berkley reported a stock award of 3,090 shares of common stock. The award was granted under the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
After this grant, he directly holds 17,366,375 common shares, which include 7,618,901 shares underlying vested Restricted Stock Units whose receipt has been deferred. The filing also lists substantial indirect holdings through family trusts, a spouse, and limited liability companies, with certain trust-held shares expressly disclaimed as beneficially owned.
Insider Trade Summary
Grant/Award: 3,090 shares
Grant/Award
7 txns
Insider
BERKLEY WILLIAM R
Role
Executive Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 3,090 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 17,366,375 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);
Common Stock — 204,364 shares (Indirect, By spouse);
Common Stock — 4,287,201 shares (Indirect, By The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue);
Common Stock — 724,491 shares (Indirect, By The William R. Berkley 2022 Family Trust f/b/o Lauren Berkley and Her Issue)
Footnotes (4)
- F1. Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
- F2. Includes 7,618,901 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.
- F4. Mr. William R. Berkley's wife is the trustee of this trust and Mr. William R. Berkley disclaims beneficial ownership of these shares.
Key Figures
Stock award: 3,090 shares
Direct holdings after award: 17,366,375 shares
Vested RSU underlying shares: 7,618,901 shares
+4 more
7 metrics
Stock award
3,090 shares
Common stock award under 2009 Directors Stock Plan
Direct holdings after award
17,366,375 shares
Common stock directly held following Form 4 transaction
Vested RSU underlying shares
7,618,901 shares
Common stock underlying vested RSUs with receipt deferred
WR Berkley & Others LLC holdings
63,515,547 shares
Common stock held indirectly via WR Berkley & Others LLC
WR Berkley & Others 2 LLC holdings
3,553,486 shares
Common stock held indirectly via WR Berkley & Others 2 LLC
2011 GST Trust holdings
1,350,000 shares
Common stock held indirectly via William R. Berkley 2011 GST Trust
Spouse holdings
204,364 shares
Common stock held indirectly by spouse
Key Terms
Restricted Stock Units ("RSUs"), beneficial ownership, Schedule 13D/A, trustee
4 terms
Restricted Stock Units ("RSUs") financial
"Includes 7,618,901 shares of common stock underlying Restricted Stock Units ("RSUs"),"
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.
beneficial ownership financial
"Mr. William R. Berkley disclaims beneficial ownership of these shares."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Schedule 13D/A regulatory
"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.
trustee financial
"Mr. William R. Berkley's wife is the trustee of this trust"
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did William R. Berkley acquire in the latest WRB Form 4 filing?
William R. Berkley received an award of 3,090 shares of W. R. Berkley Corporation common stock. The award was granted under the company’s 2009 Directors Stock Plan, reflecting compensation rather than an open-market purchase of shares.
What are the Restricted Stock Units (RSUs) mentioned in the WRB Form 4?
The filing notes 7,618,901 shares of common stock underlying Restricted Stock Units. All these RSUs have vested, but delivery of the underlying shares has been deferred, and they are separate from unvested performance-based RSUs not counted here.
Does the WRB Form 4 show open-market buying or selling by William R. Berkley?
The Form 4 shows a 3,090-share stock award classified under code A, indicating a grant or award. It does not report any open-market purchases or sales, and several additional lines simply update indirect ownership positions.
What indirect holdings of W. R. Berkley (WRB) stock are reported for William R. Berkley?
The filing lists indirect holdings through multiple entities, including family trusts, a spouse, and limited liability companies. For example, WR Berkley & Others LLC holds 63,515,547 shares, while other trusts and entities hold smaller blocks of common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
