Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | Director | June 08, 2023 | June 12, 2023 |
| Chubb LtdCB · Entity 1639 | Executive Vice President* | May 19, 2021 | May 21, 2021 |
| Regional Management Corp.RM · Entity 2197 | Director | May 25, 2023 | May 30, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Brighthouse Financial, Inc.
Report date June 08, 2023 · Filed June 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 966 |
Reported balance
After 2023-06-08 transaction · row 1
1 source rowRow 1 · 2023-06-08 · Exercise / conversion · Acquired 966 · Balance 966 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-08 · Exercise / conversion · Disposed 966 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3: The RSUs vested on the date of the 2023 annual meeting of stockholders of BHF. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,703 |
Reported balance
After 2023-06-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-08 · Grant · Acquired 3,703 · Balance 3,703 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2024 annual meeting of stockholders of BHF. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.
F3: The RSUs vested on the date of the 2023 annual meeting of stockholders of BHF.
F4: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2024 annual meeting of stockholders of BHF.
Chubb Ltd
Report date May 19, 2021 · Filed May 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 255,671 |
Reported balance
After 2021-05-19 transaction · row 1
1 source rowRow 1 · 2021-05-19 · Tax withholding · Disposed 4,836 · Balance 255,671 F1: Common Shares withheld to pay tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares withheld to pay tax liability.
Regional Management Corp.
Report date May 25, 2023 · Filed May 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,055 |
Reported balance
After 2023-05-25 transaction · row 1
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 5,450 · Balance 35,055 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 17, 2018 Filed Oct 16, 2018 18:58 UTC Amendment | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 6,395 | $134.45 | $859,807.75 |
DisclosureSEC source: 0001209191-18-055099 · doc4a.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,265 F1 · date: The transaction date listed on the reporting person's original Form 4 filed on May 21, 2018 was inadvertently listed as May 17, 2017. The correct date is May 17, 2018. F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:47 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 55,675 | $140.94 | $7,846,834.50 |
DisclosureSEC source: 0001209191-18-020223 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,660 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $140.68 and $141.39 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:50 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 559 | $144.19 | $80,602.21 |
DisclosureSEC source: 0001209191-18-014917 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,335 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 19:07 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 489 | $146.14 | $71,462.46 |
DisclosureSEC source: 0001209191-18-014382 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,894 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 20:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 531 | $144.01 | $76,469.31 |
DisclosureSEC source: 0001209191-18-013845 · doc4.xml · nonDerivative · entry 2 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,383 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 20:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 403 | $144.01 | $58,036.03 |
DisclosureSEC source: 0001209191-18-013845 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,914 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 15,725 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-18-013525 · doc4.xml · derivative · entry 4 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,856 Underlying: Common Shares · 15,725 shares Expires 2028-02-22 F4 · kind: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · price: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · derivative.exercise_date: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013525 · doc4.xml · nonDerivative · entry 3 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,317 F3 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance restricted stock awards described above. Stock vests on the third anniversary of the date of the award, subject to the satisfaction of certain service and performance based criteria. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013525 · doc4.xml · nonDerivative · entry 2 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,717 F2 · price: Restricted stock award pursuant to the Plan. Stock vests on the third anniversary of the date of the award subject to the satisfaction of certain service and performance based criteria. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013525 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,640 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 16,863 | $0.00 Strike: $62.64 | $0.00 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · derivative · entry 15 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,131 Underlying: Common Shares · 16,863 shares Expires 2021-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F15 · derivative.exercise_date: The stock options vested in equal installments on February 24, 2012, February 24, 2013 and February 24, 2014. F16 · balance_after: 1,596 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 13,548 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · derivative · entry 14 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,994 Underlying: Common Shares · 13,548 shares Expires 2022-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F13 · derivative.exercise_date: The stock options vested in equal installments on February 23, 2013, February 23, 2014 and February 23, 2015. F14 · balance_after: 1,363 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 16,638 | $0.00 Strike: $85.39 | $0.00 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · derivative · entry 13 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,542 Underlying: Common Shares · 16,638 shares Expires 2023-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · derivative.exercise_date: The stock options vested in equal installments on February 28, 2014, February 28, 2015 and February 28, 2016. F12 · balance_after: 1,171 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7,384 | $148.86 | $1,099,182.24 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 12 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,922 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F10 · price: The Common Shares reported herein as being sold were sold at a range of between $148.71 and $149.04 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 1,845 | $148.85 | $274,628.25 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 11 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,306 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F9 · price: The Common Shares reported herein as being sold were sold at a range of between $148.75 and $148.94 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7,634 | $148.86 | $1,136,397.24 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 10 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,151 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F8 · price: The Common Shares reported herein as being sold were sold at a range of between $148.71 and $149.02 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 16,863 | $62.64 | $1,056,298.32 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 9 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,785 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 1,491 | $148.85 | $221,935.35 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 8 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,922 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F7 · price: The Common Shares reported herein as being sold were sold at a range of between $148.71 and $148.95 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,964 | $148.86 | $887,801.04 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 7 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,413 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F6 · price: The Common Shares reported herein as being sold were sold at a range of between $148.71 and $149.00 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,093 | $148.86 | $907,003.98 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 6 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,377 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F5 · price: The Common Shares reported herein as being sold were sold at a range of between $148.74 and $148.98 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 13,548 | $73.35 | $993,745.80 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 5 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,470 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7,734 | $148.86 | $1,151,283.24 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 4 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,922 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F4 · price: The Common Shares reported herein as being sold were sold at a range of between $148.73 and $149.01 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 1,780 | $148.86 | $264,970.80 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 3 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,656 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $148.71 and $148.95 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7,124 | $148.86 | $1,060,478.64 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 2 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,436 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $148.74 and $149.00 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 09, 2017 Filed Aug 11, 2017 13:46 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 16,638 | $85.39 | $1,420,718.82 |
DisclosureSEC source: 0001209191-17-048501 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,560 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:09 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 7,418 | $138.56 | $1,027,838.08 |
DisclosureSEC source: 0001209191-17-034172 · doc4.xml · nonDerivative · entry 2 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,922 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034172 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,340 F1 · price: Represents a fully vested premium award pursuant to a Chubb Limited long-term incentive plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 17, 2017 Filed May 21, 2018 20:48 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 6,395 | $134.45 | $859,807.75 |
DisclosureSEC source: 0001209191-18-031910 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,265 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 20:05 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 976 | $138.17 | $134,853.92 |
DisclosureSEC source: 0001209191-17-016438 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,050 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:18 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 592 | $137.61 | $81,465.12 |
DisclosureSEC source: 0001209191-17-015705 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,026 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 18:26 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 535 | $138.41 | $74,049.35 |
DisclosureSEC source: 0001209191-17-015121 · doc4.xml · nonDerivative · entry 2 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,618 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:26 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 612 | $138.41 | $84,706.92 |
DisclosureSEC source: 0001209191-17-015121 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,153 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:36 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 17,986 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014787 · doc4.xml · derivative · entry 4 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,180 Underlying: Common Shares · 17,986 shares Expires 2027-02-23 F4 · kind: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · price: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · derivative.exercise_date: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:36 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014787 · doc4.xml · nonDerivative · entry 3 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,765 F3 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance restricted stock awards described above. Stock vests on the third anniversary of the date of the award, subject to the satisfaction of certain service and performance based criteria. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:36 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 8,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014787 · doc4.xml · nonDerivative · entry 2 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,505 F2 · price: Restricted stock award pursuant to the Plan. Stock vests on the third anniversary of the date of the award subject to the satisfaction of certain service and performance based criteria. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:36 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014787 · doc4.xml · nonDerivative · entry 1 BANCROFT PHILIP V · CIK 0001164390 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,412 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.