BERKLEY W R CORP·4

Jun 4, 5:05 PM ET

BERKLEY WILLIAM R 4

4 · BERKLEY W R CORP · Filed Jun 4, 2026

Research Summary

AI-generated summary of this filing

Updated

Berkley (WRB) 10% Owner William R. Berkley Receives 3,090-Share Award

What Happened

  • William R. Berkley, a 10% owner of W. R. Berkley Corporation (WRB), was granted/acquired 3,090 shares on 2026-06-03 as an award (transaction code A). The filing reports an acquisition price of $0.00 for these shares — the award was made under the W. R. Berkley Corporation 2009 Directors Stock Plan.

Key Details

  • Transaction date and type: 2026-06-03 — Award/Grant (A).
  • Price reported: $0.00 per share; reported acquisition value $0.
  • Shares owned after transaction: Not explicitly stated in the Form 4; filing notes include 7,618,901 shares underlying restricted stock units (RSUs) that have vested (receipt deferred).
  • Notable footnotes:
    • F1: Award granted under the 2009 Directors Stock Plan.
    • F2: Filing “includes 7,618,901 shares” underlying vested RSUs (receipt deferred); does not include unvested performance-based RSUs.
    • F3/F4: Ownership and control details: Mr. Berkley is manager of an LLC referenced in a Schedule 13D/A, and certain family trusts and his wife (as trustee) are involved; he disclaims beneficial ownership of certain trust-held shares.
  • Filing timeliness: Filed 2026-06-04 for a 2026-06-03 transaction — within the standard Form 4 reporting window (timely).

Context

  • This was an equity award (compensation/directors’ plan), not a purchase or sale; such grants are routine compensation for directors and don’t necessarily signal a personal market view.
  • The filing clarifies significant related-party and trust arrangements typical for large holders and 10% owners; these details affect how beneficial ownership is reported but do not change the nature of this award.

Insider Transaction Report

Form 4
Period: 2026-06-03
BERKLEY WILLIAM R
DirectorExecutive Chairman10% Owner
Transactions
  • Award

    Common Stock

    [F1][F2]
    2026-06-03+3,09017,366,375 total
Holdings
  • Common Stock

    [F3]
    (indirect: By LLC)
    63,515,547
  • Common Stock

    [F3]
    (indirect: By LLC)
    3,553,486
  • Common Stock

    (indirect: By Trust)
    1,350,000
  • Common Stock

    (indirect: By Spouse)
    204,364
  • Common Stock

    [F4]
    (indirect: By Trust)
    4,287,201
  • Common Stock

    [F4]
    (indirect: By Trust)
    724,491
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.
Signature
William R. Berkley|2026-06-04

Documents

1 file
  • 4
    ownership.xmlPrimary

    4