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EGEverest Group · Insider ownership research

Everest Group insiders sold $273K in the past 12 months. How much of their stake is that?

About 0.3% overall, give or take 0.1 points. The figure is approximate: One seller' reported holdings differ from their reported transactions by under 5%.

Updated Oct 8, 2026 from SEC filings · covers Oct 9, 2025 to Oct 8, 2026
How this comparesMore of their stake sold than at 54 of the 311 other companies we can measure (#258 of 312)See ranking
2
buyers among officers and directors (2 trades), past 12 months
0%
of sales were under disclosed trading plans, past 12 months
1 of 19
officers and directors sold shares, past 12 months
Recent activity · past 30 days, Sep 9, 2026 to Oct 8, 2026
Oct 1, 20262 executives had 952 shares ($349K) withheld by the company for taxes (not a market sale). That is 6.0% of each person's total stake held that day (1 person can't be measured).
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Jill Beggs
EVP and CEO of Reinsurance
496$366.476.0%7.8KOct 1, 2026Oct 5, 2026
Jason Keen
EVP & CEO of GW & S Division
456$366.47n/an/aOct 1, 2026Oct 5, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Is this normal? Less than usual: about one-eighth of the 5-year average. 1 insider sold; the average is 3 a year. Year by year
Latest filing: Filed Oct 5 for a tax withholding on Oct 1. Jill Beggs had 496 shares withheld by the company for taxes. Filing
55 SEC ownership filings in the period · See the evidence

What stands out

Two directors bought shares: William Galtney Jr. (11K shares, $3.5M) and Allan Levine (3.1K shares, $949K).William Galtney Jr.: purchase, Oct 29, 2025 · Allan Levine: purchase, Oct 29, 2025
Tax withholding outweighed market sales: the company withheld $4.6M of officers' and directors' shares for taxes, against $273K sold on the open market. The largest was Mark Kociancic ($1.9M withheld).Largest withholding, Nov 18, 2025

Percentages cover 16 of 19 officers and directors. Left out: Jason Keen (holdings couldn't be fully reconciled); Anthony Vidovich and Elias Habayeb (held no vested shares at the start). Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period
Jason Keen
EVP & CEO of GW & S Division
No bar: holdings couldn't be fully reconciled.
$273KNo plan disclosed
Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed
OctNovDecJanFebMarAprMay 2026: $273K no plan disclosed$273KMayJunJulAugSepOct

Common questions

Is the Everest Group CEO selling stock?

No. James Williamson reported no open-market sales in the past 12 months.

Why are Everest Group insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 0% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 100% had no disclosed plan. A trading plan schedules sales in advance.

Are any Everest Group insiders buying?

Yes. 2 officers or directors reported 2 purchases in the past 12 months (Form 4 code P, which includes private purchases).

How much of their stake did Everest Group insiders sell?

About 0.3% overall, give or take 0.1 points. The figure is approximate: One seller' reported holdings differ from their reported transactions by under 5%. That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold1 officer or director: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Jason Keen
EVP & CEO of GW & S Division
$273K
775 shares
i
No percentage: holdings couldn't be fully reconciled.
No plan disclosed
The full ownership picture18 of 19 insiders fully reconciled · 19 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 8, 2025SoldHeld Oct 8, 2026Still held
William Galtney Jr.
i
Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Director
68K068Kno sales
Vesting, gifts, unvested awards and holding lines for William Galtney Jr.
0shares vested or exercised
−13Kgifted (net of own trusts)
none reportedunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares33,75822,140
various family related investmentsCommon Shares34,10645,491

Additional holdings last reported Jun 30, 2014, not confirmed since: 38,759 shares. Not included in any total or percentage on this page.

Mark Kociancic
EVP & CFO
36K035Kno sales
Vesting, gifts, unvested awards and holding lines for Mark Kociancic
0shares vested or exercised
0gifted (net of own trusts)
−5.7Kwithheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares35,76235,095
James Williamson
President and CEO, Director
26K030Kno sales
Vesting, gifts, unvested awards and holding lines for James Williamson
0shares vested or exercised
0gifted (net of own trusts)
−4.9Kwithheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares25,61829,636
John Amore
Director
24K025Kno sales
Vesting, gifts, unvested awards and holding lines for John Amore
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares24,12225,082
Roger Singer
Director
19K020Kno sales
Vesting, gifts, unvested awards and holding lines for Roger Singer
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares18,74419,704
John Graf
Director
17K018Kno sales
Vesting, gifts, unvested awards and holding lines for John Graf
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares16,57817,538
Geraldine Losquadro
Director
12K013Kno sales
Vesting, gifts, unvested awards and holding lines for Geraldine Losquadro
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares12,27913,239
Meryl Hartzband
Director
11K013Kno sales
Vesting, gifts, unvested awards and holding lines for Meryl Hartzband
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares11,35512,674
Jason Keen
!
Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +49 shares on May 7, 2026 (Direct). See the filing Sales and other transactions for Jason Keen are complete.
EVP & CEO of GW & S Division
n/a−775n/an/a
Vesting, gifts, unvested awards and holding lines for Jason Keen
0shares vested or exercised
0gifted (net of own trusts)
−456withheld by the company for taxes
none reportedunvested awards, start → end
  • Started reporting during the period; starting holdings are from the Form 3.

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: +49 shares on May 7, 2026 (Direct). The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares8,8967,714
Jill Beggs
EVP and CEO of Reinsurance
7.6K07.8Kno sales
Vesting, gifts, unvested awards and holding lines for Jill Beggs
0shares vested or exercised
0gifted (net of own trusts)
−1.9Kwithheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares7,5607,817
Robert Freiling
SVP&Chief Accounting Officer
6.6K07Kno sales
Vesting, gifts, unvested awards and holding lines for Robert Freiling
0shares vested or exercised
0gifted (net of own trusts)
−351withheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares6,5866,987
Ricardo Anzaldua
Executive VP & General Counsel
3.7K03.3Kno sales
Vesting, gifts, unvested awards and holding lines for Ricardo Anzaldua
0shares vested or exercised
0gifted (net of own trusts)
−440withheld by the company for taxes
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares3,7143,274
Hazel McNeilage
Director
3.2K04.2Kno sales
Vesting, gifts, unvested awards and holding lines for Hazel McNeilage
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares3,2014,161
John Howard
Director
1.1K02.4Kno sales
Vesting, gifts, unvested awards and holding lines for John Howard
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares1,1092,428
Allan Levine
Director
1.1K05.5Kno sales
Vesting, gifts, unvested awards and holding lines for Allan Levine
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares1,0535,472
Alan Page
Director
95702.1Kno sales
Vesting, gifts, unvested awards and holding lines for Alan Page
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares9572,098
Laura Hay
Director
95401.9Kno sales
Vesting, gifts, unvested awards and holding lines for Laura Hay
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares9541,914
Anthony Vidovich
i
Started reporting during the period; starting holdings are from the Form 3.
EVP and General Counsel
007.2Kno sales
Vesting, gifts, unvested awards and holding lines for Anthony Vidovich
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Started reporting during the period; starting holdings are from the Form 3.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares07,161
Elias Habayeb
i
Started reporting during the period; starting holdings are from the Form 3.
EVP & CFO
0021Kno sales
Vesting, gifts, unvested awards and holding lines for Elias Habayeb
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Started reporting during the period; starting holdings are from the Form 3.
Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Shares021,098

18 of 19 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (18 exactly, 0 with a minor or footnoted difference). For 1 we show sales but not holdings; the ! icon on that row explains why. Percentages cover 16 of 19 officers and directors. Left out: Jason Keen (holdings couldn't be fully reconciled); Anthony Vidovich and Elias Habayeb (held no vested shares at the start). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$273K of sales by plan status, purpose, seller and month

Officer and director open-market sales: $273K across 775 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

No plan disclosed · $273K

Sales with no 10b5-1 plan and no tax reference in the filing. $273K of it is Jason Keen. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Jason Keen, May 7, 2026

Taxes

13,740 shares ($4.6M) were withheld by the company for taxes, which isn't a market sale.

Purchases · 2 buyers (2 trades)

2 officers and directors bought shares in this period, in 2 trades(Form 4 code P). Across all their filings on record there are 18 purchase trades.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Jason Keen
EVP & CEO of GW & S Division
775$273K0%100%May 7, 2026 to May 7, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$0$0$0$0
Dec 2025$0$0$0$0
Jan 2026$0$0$0$0
Feb 2026$0$0$0$0
Mar 2026$0$0$0$0
Apr 2026$0$0$0$0
May 2026$273K$0$0$273K
Jun 2026$0$0$0$0
Jul 2026$0$0$0$0
Aug 2026$0$0$0$0
Sep 2026$0$0$0$0
Oct 2026$0$0$0$0
Is this normal? Selling year by year5 earlier years to compare with

Less than usual: about one-eighth of the 5-year average. 1 insider sold; the average is 3 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 8, 2026
Latest 12 months
7751$273K
Oct 8, 2025
1 year earlier
2.8K4$1000K
Oct 8, 2024
2 years earlier
1K1$380K
Oct 9, 2023
3 years earlier
15K4$4.8M
Oct 9, 2022
4 years earlier
7.7K4$2.2M
Oct 9, 2021
5 years earlier
5.5K2$1.5M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty1 insider whose holdings couldn't be fully reconciled

Jason Keen: holdings couldn't be fully reconciled (difference of 49 shares). Balance changed without a matching transaction, and the footnote does not state the amount: +49 shares on May 7, 2026 (Direct). Filing, May 7, 2026

Footnote: "Common Shares sold on the open market."

Inferred rename: "Galtney Family Investors, Ltd" is treated as the same holder as "Various Family Related Entities", because the old name was never reported again and the new one opened with the same balance (29,750 shares). Old name, new name

Inferred rename: "Various Family Related Entities" is treated as the same holder as "various family related investments", because the old name was never reported again and the new one opened with the same balance (34,750 shares). Old name, new name

Inferred rename: "Indirect through Taranto Family 2012 Irrevocable Trust" is treated as the same holder as "Taranto Family 2012 Irrevocable Trust", because the old name was never reported again and the new one opened with the same balance (33,500 shares). Old name, new name

Inferred rename: "Taranto Family Foundation" is treated as the same holder as "Various Family Related Trusts and Investments", because the old name was never reported again and the new one opened with the same balance (12,000 shares). Old name, new name

Inferred typo: the share class "Common Shares" is treated as the same class as "Common Share" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (John Weber, 6,558 shares): old title, new title

Inferred typo: the share class "Common Share" is treated as the same class as "Common Shares" on 1 holding line, because the two spellings are nearly identical and each balance carried over exactly. Example (John Graf, 49 shares): old title, new title

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology981 filings from SEC EDGAR, and how we read them

All 981 Forms 3, 4 and 5 filed for Everest Group (SEC CIK 1095073) from Sep 27, 2002 to Oct 5, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages. 5 older filings exist only on paper and could not be read.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (22)No filing in 18 months; last reported balances, not in any total
NameLast filedLast reported balance
Gail Van BeverenMar 19, 202512,511 shares, last reported balance as of Mar 18, 2025
Joseph TarantoMar 5, 2025642,862 shares, last reported balance as of Mar 3, 2025
Mike KarmilowiczMar 5, 202511,659 shares, last reported balance as of Mar 3, 2025
Juan AndradeSep 20, 202457,529 shares, last reported balance as of Sep 18, 2024
Sanjoy MukherjeeMar 17, 202343,871 shares, last reported balance as of Mar 15, 2023
John WeberDec 20, 202218,544 shares, last reported balance as of Dec 16, 2022
John DoucetteMay 5, 202121,552 shares, last reported balance as of May 3, 2021
Jonathan ZaffinoJun 16, 20204,281 shares, last reported balance as of Jun 12, 2020
Craig HowieFeb 28, 202019,637 shares, last reported balance as of Feb 27, 2020
Dominic AddessoDec 12, 2019178,132 shares, last reported balance as of Dec 10, 2019
John DunneMar 21, 201720,208 shares, last reported balance as of Mar 20, 2017
Mark de SaramApr 7, 201613,943 shares, last reported balance as of Apr 6, 2016
John PhelanMay 15, 20143,589 shares, last reported balance as of May 14, 2014
Martin AbrahamsJul 3, 201226,349 shares, last reported balance as of Jul 2, 2012
Kenneth DuffyFeb 24, 201245,571 shares, last reported balance as of Feb 22, 2012
Keith ShoemakerFeb 24, 20123,000 shares, last reported balance as of Feb 22, 2012
EVEREST REINSURANCE HOLDINGS INCMar 10, 20119,719,971 shares, last reported balance as of Mar 8, 2011
Jones RalphMay 4, 201052,000 shares, last reported balance as of May 3, 2010
Thomas GallagherSep 23, 200969,204 shares, last reported balance as of Sep 21, 2009
Craig EisenacherAug 12, 200915,950 shares, last reported balance as of Aug 11, 2009
Stephen LimauroSep 22, 200621,289 shares, last reported balance as of Sep 21, 2006
Peter BennettSep 19, 20031,000 shares, last reported balance as of Sep 18, 2003