The following summary contains information related to transactions in Common Shares and Common Share Derivatives of White Mountains Insurance Group, Ltd. ("WTM") as reported in SEC Forms 3 and 4 filed by Section 16 Officers and Directors of WTM since 2004.
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| Form 3/4/5 Filing Date |
Name |
Shares
Acquired |
Shares
Disposed of |
Transaction |
Form |
| 06/27/08 |
Lusardi, Robert R.
Executive Vice President - White Mountains Capital |
2 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 06/27/08 |
Chokel, Charles B.
CFO - White Mountains Re Group |
46 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares (2); Accumulation of shares under plans (44) |
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| 06/27/08 |
Davis, Morgan W.
Director - WTM; President - American Centennial |
21 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares (17); Accumulation of shares under plans (4) |
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| 06/24/08 |
Barrette, Raymond
Director - WTM |
2019 |
0 |
Open market purchase (2,000); Accumulation of shares under plans since last filing (19) |
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| 06/24/08 |
Seelig, Robert L.
Vice President & General Counsel - WTM |
207 |
0 |
Open market purchase (200); Accumulation of shares under plans since last filing (7) |
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| 06/02/08 |
Berkowitz, Bruce R.
Director - WTM |
100 |
0 |
Director Common Share award |
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| 06/02/08 |
Brouillette, Yves
Director - WTM |
100 |
0 |
Director Common Share award |
Click Here |
| 06/02/08 |
Cochran, Robert P.
Director - WTM |
100 |
0 |
Director Common Share award |
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| 06/02/08 |
Clark, Howard L., Jr.
Director - WTM |
101 |
0 |
Director phantom share award (100) and Phantom Share accumulation in deferred compensation account (1) |
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| 06/02/08 |
Davis, Morgan W.
Director - WTM
President - American Centenial |
123 |
0 |
Director phantom share award and 401(k) Plan Common Share accumulation since last filing |
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| 06/02/08 |
Frinquelli, A. Michael
Director - WTM |
101 |
0 |
Director phantom share award (100) and Phantom Share accumulation in deferred compensation account (1) |
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| 06/02/08 |
Gillespie, George J., III
Director - WTM |
100 |
0 |
Director Common Share award |
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| 06/02/08 |
Holiday, Edith E.
Director - WTM |
100 |
0 |
Director phantom share award (100) and Phantom Share accumulation in deferred compensation account (1) |
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| 06/02/08 |
Gillespie, John D.
Director - WTM |
100 |
0 |
Director Common Share award |
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| 06/02/08 |
Smith, Lowndes A.
Director - WTM |
101 |
0 |
Director Common Share award (100) and Phantom Share accumulation in deferred compensation account (1) |
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| 03/31/08 |
Davis, Morgan W.
Director - WTM
President - American Centennial |
0 |
200 |
Open market sale |
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| 03/28/08 |
Chokel, Charles B.
CFO - White Mountains Re Group |
1 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 03/28/08 |
Davis, Morgan W.
Director - WTM
President - American Centennial |
19 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 03/28/08 |
Lusardi, Robert R.
Executive Vice President - White Mountains Capital |
2 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 03/28/08 |
Lusardi, Robert R.
Executive Vice President - White Mountains Capital, Inc. |
2 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 03/13/08 |
Barrette, Raymond
Director, CEO and Chairman - WTM |
2000 |
0 |
Open market purchase |
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| 03/13/08 |
Seelig, Robert L.
Vice President & General Counsel - WTM |
300 |
0 |
Open market purchase |
Click Here |
| 03/13/08 |
Waters, Allan L.
Director - WTM
CEO - White Mountains Re |
1000 |
0 |
Open market purchase |
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| 03/11/08 |
Gillespie, John D.
Director - WTM |
0 |
2928 |
Payout in cash of deferred long-term incentive compensation – Phantom Shares |
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| 03/06/08 |
Barrette, Raymond
Director, CEO and Chairman - WTM |
15000 |
15000 |
Payout in WTM Common Shares of deferred long-term incentive compensation – Phantom Shares |
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| 03/06/08 |
Barrette, Raymond
Director, CEO and Chairman - WTM |
0 |
6136 |
Payout in cash of deferred long-term incentive compensation – Phantom Shares |
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| 03/06/08 |
Barrette, Raymond
Director, CEO and Chairman - WTM |
14 |
0 |
Shares acquired under 401(k) Plan |
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| 02/29/08 |
Lusardi, Robert R.
Executive Vice President - White Mountains Capital |
505 |
0 |
Deferral of long-term incentive plan payout into Phantom Shares (500); Accumulation of shares under plans since last filing (5) |
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| 02/29/08 |
Chokel, Charles B.
CFO - White Mountains Re Group |
1600 |
0 |
Payout of long-term incentive plan award in Shares |
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| 02/29/08 |
Seelig, Robert L.
Vice President & General Counsel - WTM |
2049 |
0 |
Restricted stock award (2,000); Accumulation of shares under plans since last filing (49) |
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| 02/13/08 |
Chokel, Charles B.
CFO - White Mountains Re Group |
96 |
0 |
Accumulation of shares under plans since last filing; reclassification of shares |
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| 12/31/07 |
Davis, Morgan
Director - WTM
President - American Centennial |
30 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares and 401(k) Plan accumulation since last filing |
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| 12/31/07 |
Barrette, Raymond
Director, CEO and Chairman - WTM |
100 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares and 401(k) Plan accumulation since last filing |
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| 12/31/07 |
Gillespie, John
Director - WTM |
12 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 12/31/07 |
Campbell, Reid
Managing Director and President - White Mountains Capital, Inc. |
900 |
0 |
Exercise of Options |
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| 12/06/07 |
Tolman, Gary C.
President and CEO - Esurance |
0 |
281 |
Open market sale by family trust in connection with its liquidation (12-5-07); Gift to educational institution (6-29-07) |
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| 11/26/07 |
Berkowitz, Bruce R.
Director - WTM |
0 |
8500 |
Disposition of 1,500 WTM Common Shares by Fairholme Ventures II, LLC ("Fairholme Ventures") and 7,000 WTM Common Shares by Fairholme Funds, Inc./The Fairholme Fund (the "Fairholme Fund"). Mr. Berkowitz is the Managing Member of Fairholme Capital which is the Managing Member of Fairholme Ventures and the Investment Adviser to Fairholme Fund. |
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| 10/09/07 |
Gillespie, John D.
Director - WTM |
0 |
416 |
Payout in cash of deferred long-term incentive compensation – Phantom Shares |
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| 09/28/07 |
Davis, Morgan
Director - WTM
President - American Centennial |
17 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares and 401(k) Plan accumulation since last filing |
Click Here |
| 09/28/07 |
Gillespie, John D.
Director - WTM |
13 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 09/28/07 |
Barrette, Raymond
Director, CEO and Chairman - WTM |
79 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 08/27/07 |
Brouillette, Yves
Director - WTM |
0 |
0 |
Initial statement of beneficial ownership of securities following nomination to board of WTM |
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| 08/27/07 |
Brouillette, Yves
Director - WTM |
75 |
0 |
Director Common Share award |
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| 06/29/07 |
Barrette, Raymond
Director, CEO & Chairman - WTM |
70 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 06/29/07 |
Gillespie, John D.
Director - WTM |
11 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares |
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| 06/29/07 |
Davis, Morgan D.
Director - WTM
President - American Centennial |
15 |
0 |
Dividends paid on long-term incentive compensation – Phantom Shares and 401(k) Plan accumulation since last filing |
Click Here |
| 06/01/07 |
Campbell, Reid T.
Managing Director & President - White Mountains Capital, Inc. |
0 |
0 |
Initial statement of beneficial ownership of securities following designation as executive officer |
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| 05/29/07 |
Berkowitz, Bruce R.
Director - WTM |
100 |
0 |
Director Common Share award |
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| 05/29/07 |
Smith, Lowndes A.
Director - WTM |
100 |
0 |
Director phantom share awared (as deferred compensation) |
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| 05/29/07 |
Holiday, Edith E.
Director - WTM |
100 |
0 |
Director phantom share award (as deferred compensation) |
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