Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Chairman & CEO | May 21, 2026 | May 26, 2026 |
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 May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 461,791 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Disposition to issuer · Disposed 11,253 · Balance 535,346 F1: Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan. Row 2 · 2026-05-21 · Tax withholding · Disposed 73,555 · Balance 461,791 F2: Common Shares being withheld in order to pay tax liability. |
| Common SharesSEC Table I · non-derivative | IndirectBy Wife | 136 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 136 |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter's Trust | 41,564 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 41,564 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan.
F2: Common Shares being withheld in order to pay tax liability.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COCA COLA CO
Report date October 01, 2016 · Filed October 04, 2016
Section 16 reporting ended · disclosed 2016-10-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 35,400.7635 |
Reported balance
After 2016-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-10-01 · Disposition to issuer · Disposed 2,161.7552 · Balance 35,400.7635 F1: Each phantom share unit is economically equivalent to one share of Common Stock. F2: The reporting person forfeited 2161.7552 phantom share units credited to him under the terms of The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2016 compensation as a result of his resignation from the Board of Directors effective as of October 1, 2016. F3: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4: Includes 288.372 phantom share units accrued on July 1, 2016 under the Directors' Plan as a result of crediting phantom dividends. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 28,058 |
Reported balance
Holding disclosure · report date 2016-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28,058 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share unit is economically equivalent to one share of Common Stock.
F2: The reporting person forfeited 2161.7552 phantom share units credited to him under the terms of The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2016 compensation as a result of his resignation from the Board of Directors effective as of October 1, 2016.
F3: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
F4: Includes 288.372 phantom share units accrued on July 1, 2016 under the Directors' Plan as a result of crediting phantom dividends.
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 21, 2026 Filed May 26, 2026 20:20 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 73,555 | $330.26 | $24,292,274.30 |
DisclosureSEC source: 0001193125-26-239376 · ownership.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,791 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:20 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 11,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-239376 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 535,346 F1 · kind: Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 37,461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091570 · ownership.xml · derivative · entry 6 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,922 Underlying: Common Shares · 37,461 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 37,461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091570 · ownership.xml · derivative · entry 5 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,461 Underlying: Common Shares · 37,461 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 24,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091570 · ownership.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,599 F2 · balance_after: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based restricted stock awards described above. Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. 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 |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 24,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091570 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,625 F1 · balance_after: Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:05 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 14,925 | $335.09 | $5,001,273.47 |
DisclosureSEC source: 0001193125-26-054572 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496,651 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $335.00 and $335.28 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. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:05 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 15,060 | $331.47 | $4,991,867.42 |
DisclosureSEC source: 0001193125-26-042773 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 511,576 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $331.17 and $332.09 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. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:05 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 844 | $0.00 Strike: $118.39 | $0.00 |
DisclosureSEC source: 0001213900-25-122085 · ownership.xml · derivative · entry 4 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 844 shares Expires 2026-02-25 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. F1 · derivative.exercise_date: Options vested as follows: 1/3 on February 25, 2017, 1/3 on February 25, 2018 and 1/3 on February 25, 2019. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:05 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 844 | $118.39 | $99,921.16 |
DisclosureSEC source: 0001213900-25-122085 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526,636 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 |
| November 18, 2025 Filed Nov 20, 2025 16:37 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-112945 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,792 Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 46,519 | $292.05 | $13,585,873.95 |
DisclosureSEC source: 0001213900-25-045294 · ownership.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 529,115 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 8,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-045294 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,634 F1 · kind: Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 10:11 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,860 | $292.26 | $1,420,383.60 |
DisclosureSEC source: 0001213900-25-023406 · ownership.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584,395 F2 · balance_after: The Common Shares reported herein as being sold were sold at a range of between $292.23 and $292.33 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. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 10:11 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 20,868 | $291.26 | $6,078,013.68 |
DisclosureSEC source: 0001213900-25-023406 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589,255 F1 · balance_after: The Common Shares reported herein as being sold were sold at a range of between $290.80 and $291.80 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. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:49 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 35,789 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020819 · ownership.xml · derivative · entry 6 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,578 Underlying: Common Shares · 35,789 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:49 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 35,789 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020819 · ownership.xml · derivative · entry 5 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,789 Underlying: Common Shares · 35,789 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:49 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 29,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020819 · ownership.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,123 F2 · balance_after: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based 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 |
| March 03, 2025 Filed Mar 5, 2025 22:49 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 29,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020819 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580,842 F1 · balance_after: Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (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. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 11:10 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 2,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-109924 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551,561 Read SEC document |
| September 09, 2024 Filed Sep 10, 2024 14:02 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 30,318 | $289.60 | $8,780,092.80 |
DisclosureSEC source: 0001213900-24-077161 · ownership.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 553,664 F1 · kind: The transaction reported above involved an exchange of shares of the Company directly owned by the reporting person for an equal value of cash from another entity in which adult family members of the reporting person are beneficiaries, for estate planning purposes. F2 · price: The price reported above has been rounded to the nearest cent. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 14:02 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 30,537 | $287.25 | $8,771,753.25 |
DisclosureSEC source: 0001213900-24-077161 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,982 F1 · kind: The transaction reported above involved an exchange of shares of the Company directly owned by the reporting person for an equal value of cash from another entity in which adult family members of the reporting person are beneficiaries, for estate planning purposes. F2 · price: The price reported above has been rounded to the nearest cent. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 15:56 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 871 | $0.00 Strike: $114.78 | $0.00 |
DisclosureSEC source: 0001213900-24-076357 · ownership.xml · derivative · entry 4 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 871 shares Expires 2025-02-26 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. F1 · derivative.exercise_date: Options vested as follows: 1/3 on February 26, 2016, 1/3 on February 26, 2017 and 1/3 on February 26, 2018. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 15:56 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 871 | $114.78 | $99,973.38 |
DisclosureSEC source: 0001213900-24-076357 · ownership.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 614,519 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 16, 2024 Filed May 20, 2024 17:12 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 53,936 | $264.88 | $14,286,567.68 |
DisclosureSEC source: 0001213900-24-045053 · marketforms-65970.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 613,648 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 14:45 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-036428 · marketforms-65627.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 667,584 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 19:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,279 | $254.87 | $580,848.73 |
DisclosureSEC source: 0001213900-24-018405 · marketforms-64984.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 668,613 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:53 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 37,445 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018148 · marketforms-64956.xml · derivative · entry 6 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,890 Underlying: Common Shares · 37,445 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F5 · balance_after: Total includes PSUs from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:53 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 37,445 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018148 · marketforms-64956.xml · derivative · entry 5 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,445 Underlying: Common Shares · 37,445 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:53 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 30,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018148 · marketforms-64956.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670,892 F2 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based 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 26, 2024 Filed Feb 28, 2024 22:53 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 30,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018148 · marketforms-64956.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640,255 F1 · price: Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (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. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 06, 2024 Filed Feb 6, 2024 23:54 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 58,730 | $248.37 | $14,586,770.10 |
DisclosureSEC source: 0001213900-24-010648 · marketforms-64565.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,618 F1 · kind: The transaction reported above involved an exchange of shares of the Company directly owned by the reporting person for an equal value of cash from another entity in which adult family members of the reporting person are beneficiaries, for estate planning purposes. F2 · price: The price reported above has been rounded to the nearest cent. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 23:54 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,033 | $0.00 Strike: $96.76 | $0.00 |
DisclosureSEC source: 0001213900-24-010648 · marketforms-64565.xml · derivative · entry 5 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,521 Underlying: Common Shares · 1,033 shares Expires 2024-02-27 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. F3 · derivative.exercise_date: Options vested as follows: 1/3 on February 27, 2015, 1/3 on February 27, 2016 and 1/3 on February 27, 2017. F4 · balance_after: All options of this tranche have been exercised. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 23:54 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,033 | $96.76 | $99,953.08 |
DisclosureSEC source: 0001213900-24-010648 · marketforms-64565.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 668,348 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 |
| November 09, 2023 Filed Nov 13, 2023 13:14 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054916 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 667,315 Read SEC document |
| May 17, 2023 Filed May 19, 2023 14:18 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 44,151 | $198.93 | $8,782,958.43 |
DisclosureSEC source: 0001209191-23-030887 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 668,795 F1 · kind: Common Shares withheld to pay tax liability. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 11:21 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 1,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018324 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,946 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 19:40 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,328 | $211.02 | $491,254.56 |
DisclosureSEC source: 0001209191-23-014511 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,924 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 16:29 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,278 | $211.68 | $482,207.04 |
DisclosureSEC source: 0001209191-23-013987 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,252 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:54 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 75,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013225 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,530 F2 · 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, 2023 Filed Feb 27, 2023 21:54 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 75,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013225 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,506 F1 · price: Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (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 |
| December 14, 2022 Filed Dec 16, 2022 12:00 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 1,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061559 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,482 Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 11:32 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 24,049 | $207.91 | $5,000,027.59 |
DisclosureSEC source: 0001209191-22-054880 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,622 Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 14:31 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 25,792 | $193.86 | $5,000,037.12 |
DisclosureSEC source: 0001209191-22-049632 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,671 F1 · price: The sale price reported above has been rounded to the nearest cent. Read SEC document |
| August 17, 2022 Filed Sep 13, 2022 14:31 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049632 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,463 Read SEC document |
| August 11, 2022 Filed Sep 13, 2022 14:31 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 16,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049632 · doc4.xml · nonDerivative · entry 3 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son's Trust Disclosed balance after: 0 Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 13:26 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,171 | $0.00 Strike: $85.39 | $0.00 |
DisclosureSEC source: 0001209191-22-045131 · doc4.xml · derivative · entry 5 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,554 Underlying: Common Shares · 1,171 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. F1 · derivative.exercise_date: Options vested as follows: 1/3 on February 28, 2014, 1/3 on February 28, 2015 and 1/3 on February 28, 2016. F2 · balance_after: All options of this tranche have been exercised. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 13:26 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,171 | $85.39 | $99,991.69 |
DisclosureSEC source: 0001209191-22-045131 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,634 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 |
| June 06, 2022 Filed Aug 10, 2022 13:26 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 52,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045131 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,463 Read SEC document |
| May 25, 2022 Filed May 27, 2022 12:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 434 | $209.79 | $91,048.86 |
DisclosureSEC source: 0001209191-22-032392 · doc4.xml · nonDerivative · entry 9 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter's Trust Disclosed balance after: 41,564 F9 · price: The Common Shares reported herein as being sold were sold at a range of between $209.63 and $209.87 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. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. 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.