Form 4: W. R. Berkley EVP Donates Shares Under 10b5-1 Plan

W. R. Berkley Corporation's EVP of Investments, James G. Shiel, donated 1,250 shares of common stock to a donor-advisor fund under a Rule 10b5-1 plan.

Summary

• James G. Shiel, EVP Investments at W. R. Berkley Corporation, donated 1,250 shares of common stock on December 18, 2025.
• The transaction was made pursuant to a Rule 10b5-1 plan, indicating it was pre-planned.
• The shares were directly owned and donated to a donor-advisor fund, which will use the gifted shares for charitable purposes.
• Following the transaction, Shiel directly owns 797,197 shares of common stock.
• Direct ownership includes 647,032 shares of common stock underlying vested restricted stock units (RSUs) with deferred receipt.
• Shiel also indirectly owns 208,000 shares of common stock via a 2022 SLAT.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction (charitable donation) which is neutral in its direct impact on the company's operations or financial health. The transaction was pre-planned under a Rule 10b5-1 plan.

Future Outlook

NA

Industry Context

This filing reports a routine insider transaction by an executive and does not provide information related to broader industry trends or competitive landscape.

Stakeholder Impact

• Shareholders: A minor reduction in direct insider ownership, but the amount is not significant enough to materially impact shareholder sentiment or company valuation.

Key Dates

Keywords

W. R. Berkley, WRB, Form 4, Insider Transaction, Stock Donation, James G. Shiel, EVP Investments, Common Stock, Rule 10b5-1