ROBERT R LUSARDI

CIK 1182790 · EVP - White Mountains Capital · last filed 2016-02-02

ROBERT R LUSARDI is an EVP - White Mountains Capital who has filed 15 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing shows the insider disposed of $327.2K of SYA on Feb 2, 2016. Across all open-market trades the lifetime net is +$235.5K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $2.0M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$2.02M

Companies

3

Total Filings

15

Lifetime Open-Market Net

$235.5K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
Symetra Financial CORP (SYA) Delisted Director 0 $47.1K 4 2016-02-02
PRS Director 88,574 $22.13 $1.96M $188.4K 7 2011-03-01
WTM EVP - White Mountains Capital 31 $2024.05 $62.7K $0 4 2009-03-26

Recent Filings

15 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2016-02-02 Symetra Financial CORP (SYA) Delisted Disp (D) −10,225 -$327.2K EDGAR
2015-05-11 Symetra Financial CORP (SYA) Delisted Disc (I) +624 $15.0K EDGAR
2013-05-03 Symetra Financial CORP (SYA) Delisted Disc (I) +2,811 $37.5K EDGAR
2011-11-07 Symetra Financial CORP (SYA) Delisted Buy (P) +5,000 $47.1K EDGAR
2011-03-01 PRS Grant (A) +11,564 $50.0K EDGAR
2010-02-09 PRS Grant (A) +20,282 $50.0K EDGAR
2009-03-26 WTM Grant (A) $0 EDGAR
2009-01-29 PRS Grant (A) +23,524 $50.0K EDGAR
2008-06-27 WTM Grant (A) $0 EDGAR
2008-03-28 WTM Grant (A) $0 EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.