Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | EVP, Chief Risk Officer and* | February 23, 2023 | February 27, 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.
Chubb Ltd
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 224,495 |
Ending reported balance
After 2023-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-02-23 · Grant · Acquired 1,933 · Balance 214,928 F1: 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. Row 2 · 2023-02-23 · Grant · Acquired 5,798 · Balance 220,726 F2: 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. Row 3 · 2023-02-23 · Grant · Acquired 3,769 · Balance 224,495 F3: 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. |
| Options to Acquire Common SharesSEC Table II · derivative / convertible security · Conversion / exercise price $208.60 · Expires 2033-02-23 | Direct | 111,742 |
Reported balance
After 2023-02-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-02-23 · Grant · Acquired 10,307 · Balance 111,742 F4: 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: Total includes options from other tranches with different exercise prices, vesting and expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
F4: 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: Total includes options from other tranches with different exercise prices, vesting and expiration dates.
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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 27, 2017 21:55 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014832 · doc4.xml · nonDerivative · entry 1 RINGSTED SEAN · CIK 0001577662 · EVP, Chief Risk Officer and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,537 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 |
| November 23, 2016 Filed Nov 23, 2016 20:07 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,000 | $126.50 | $506,000.00 |
DisclosureSEC source: 0001209191-16-151940 · doc4.xml · nonDerivative · entry 1 RINGSTED SEAN · CIK 0001577662 · EVP, Chief Risk Officer and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,192 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.