W. R. Berkley (WRB) executive donates 1,250 shares, holds over 1M total
Rhea-AI Filing Summary
W. R. Berkley Corporation executive reports charitable stock donation. An executive vice president for investments of W. R. Berkley Corporation filed a report of a non-market transaction involving the company’s common stock. On December 18, 2025, the reporting person donated 1,250 directly owned shares of W. R. Berkley common stock to a donor-advised fund for charitable purposes.
After this donation, the reporting person beneficially owned 797,197 shares directly, which includes 647,032 shares of common stock underlying vested restricted stock units for which receipt has been deferred, and separately 208,000 shares held indirectly through a 2022 SLAT. The transaction was reported as a gift with a price of $0 per share, reflecting its non-sale, charitable nature.
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FAQ
What insider transaction did W. R. Berkley (WRB) report for December 18, 2025?
On December 18, 2025, a W. R. Berkley Corporation executive vice president for investments reported a gift of 1,250 shares of common stock. The shares were donated to a donor-advised fund that will use them for charitable purposes.
Who is the reporting person in this W. R. Berkley (WRB) Form 4 filing and what is their role?
The reporting person is James G. Shiel, who serves as EVP - Investments at W. R. Berkley Corporation. He filed the Form 4 as an officer and as a single reporting person.
How many W. R. Berkley (WRB) shares does the insider own after the reported transaction?
Following the gift, the reporting person beneficially owns 797,197 shares of common stock directly and 208,000 shares indirectly through a 2022 SLAT, as disclosed in the filing.
What portion of the W. R. Berkley (WRB) insider’s holdings are from restricted stock units?
The filing states that the direct holdings include 647,032 shares of common stock underlying vested restricted stock units (RSUs), with receipt of those shares deferred. It excludes unvested performance-based RSUs.
Was the reported W. R. Berkley (WRB) insider transaction a market sale or purchase?
No. The transaction was coded as G (gift) and reported at a price of $0 per share, indicating it was a charitable donation to a donor-advised fund rather than an open-market trade.
Does the W. R. Berkley (WRB) Form 4 mention any Rule 10b5-1 trading plan?
The form includes a checkbox for indicating transactions under a Rule 10b5-1(c) trading plan, but the excerpt does not show that this box was marked for the reported gift transaction.