W. R. Berkley (NYSE: WRB) EVP reports RSU vesting and tax withholding

Rhea-AI Filing Summary

W. R. Berkley Corporation EVP – Investments James G. Shiel reported the vesting of 14,086 shares of performance-based restricted stock units on August 3, 2026, from awards granted in 2021, 2022 and 2023 for a three-year performance period ending June 30, 2026. To satisfy related tax obligations, 650 shares of common stock were withheld at $72.2875 per share. He also reports 208,000 shares of common stock held indirectly by a 2022 SLAT and 660,468 shares of common stock underlying vested RSUs for which receipt has been deferred.

Insider Trade Summary

Net Buyer: 13,436 shares

Net Buy 3 txns

Insider SHIEL JAMES G

Role EVP - Investments

Type	Security	Shares	Price	Value
Grant/Award	Common Stock F1	14,086	$0.00	$0.00
Tax Withholding	Common Stock F2, F3	650	$72.2875	$47K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 810,633 shares (Direct); Common Stock — 208,000 shares (Indirect, By 2022 SLAT)

Footnotes (3)

1. F1. Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2026 (consisting of 5,550 shares; 4,181 shares; and 4,355 shares, respectively).
2. F2. Represents payment of tax liability by withholding securities incident to the vesting of RSUs.
3. F3. Includes 660,468 shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs.

Key Figures

RSUs vested: 14,086 shares Shares withheld for taxes: 650 shares Indirect holdings by 2022 SLAT: 208,000 shares +1 more

4 metrics

RSUs vested 14,086 shares Performance-based RSUs vested on 2026-08-03 from 2021, 2022 and 2023 grants

Shares withheld for taxes 650 shares Shares withheld to pay tax liability upon RSU vesting at $72.2875 per share

Indirect holdings by 2022 SLAT 208,000 shares Indirect common stock position held by 2022 SLAT after reported transactions

Vested RSU-based shares deferred 660,468 shares Common stock underlying vested RSUs for which receipt has been deferred

Key Terms

performance-based restricted stock units ("RSUs"), W. R. Berkley Corporation 2018 Stock Incentive Plan, SLAT, payment of tax liability by withholding securities

4 terms

performance-based restricted stock units ("RSUs") financial

"Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted"

W. R. Berkley Corporation 2018 Stock Incentive Plan financial

"granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock"

SLAT financial

"total_shares_following_transaction 208000.0000, nature_of_ownership By 2022 SLAT"

payment of tax liability by withholding securities financial

"Represents payment of tax liability by withholding securities incident to the vesting"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/05/2026 - 04:51 PM Accepted by SEC EDGAR 08/05/2026 - 04:51 PM Learn about SEC filing dates

FAQ

What equity award did W. R. Berkley (WRB) report for EVP James G. Shiel?

EVP James G. Shiel reported the vesting of 14,086 performance-based RSUs on August 3, 2026. These shares relate to RSU grants from 2021, 2022 and 2023 covering a three-year performance period ending June 30, 2026 under the 2018 Stock Incentive Plan.

How many W. R. Berkley (WRB) shares were withheld for James G. Shiel’s taxes?

To cover tax obligations from the RSU vesting, 650 shares of W. R. Berkley common stock were withheld at a price of $72.2875 per share. This transaction is classified as a payment of tax liability by withholding securities rather than an open-market sale.

What indirect W. R. Berkley (WRB) holdings does James G. Shiel report?

James G. Shiel reports 208,000 shares of W. R. Berkley common stock held indirectly through a 2022 SLAT. This trust-related position is separate from his directly held shares and RSU-based interests and is reported as indirect beneficial ownership.

How many vested RSU-based shares does James G. Shiel have at W. R. Berkley (WRB)?

The disclosure notes 660,468 shares of W. R. Berkley common stock underlying vested RSUs, with receipt of these shares deferred. This figure excludes any unvested performance-based RSUs that remain subject to future vesting conditions.

Does the W. R. Berkley (WRB) Form 4 for James G. Shiel involve open-market buying or selling?

The reported activity reflects RSU vesting and tax withholding, not open-market trades. Shares were acquired through vesting of performance-based RSUs and a portion was withheld to pay associated tax liabilities, rather than purchased or sold in the market.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

SHIEL JAMES G

(Last) (First) (Middle)

W. R. BERKLEY CORPORATION

475 STEAMBOAT ROAD

(Street)

GREENWICH CONNECTICUT 06830

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
BERKLEY W R CORP [ WRB ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP - Investments

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/03/2026		A		14,086(1)	A	$0	811,283	D
Common Stock	08/03/2026		F		650(2)	D	$72.2875	810,633(3)	D
Common Stock								208,000	I	By 2022 SLAT

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2026 (consisting of 5,550 shares; 4,181 shares; and 4,355 shares, respectively).

2. Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

3. Includes 660,468 shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred) and does not include unvested shares of common stock underlying performance-based RSUs.

	James G. Shiel	08/05/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)