| Type | Sym | Class | Transaction | Value $ | Shares | Change % | Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WRB | Common Stock | +Grant/Award | $0 | +89,507 | +0.79% | $0.00 | 11,425,610 | Aug 15, 2023 | Direct | F1 |
| transaction | WRB | Common Stock | -Tax liability | -$215,749 | -3,417 | -0.03% | $63.14 | 11,422,193 | Aug 15, 2023 | Direct | F2, F3 |
| holding | WRB | Common Stock | 44,712,689 | Aug 15, 2023 | By WR Berkley & Others LLC | ||||||
| holding | WRB | Common Stock | 900,000 | Aug 15, 2023 | By William R. Berkley 2011 GST Trust | ||||||
| holding | WRB | Common Stock | 136,243 | Aug 15, 2023 | By spouse |
| Id | Content |
|---|---|
| F1 | Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2018, 2019 and 2020 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2023 (consisting of 35,113 shares; 25,217 shares; and 29,177 shares, respectively). |
| F2 | Represents payment of tax liability by withholding securities incident to the vesting of RSUs. |
| F3 | Includes 4,930,321 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. |