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 |
|---|---|---|---|---|---|---|
| February 27, 2018 Filed Mar 1, 2018 20:56 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,645 | $144.19 | $381,382.55 |
DisclosureSEC source: 0001209191-18-014925 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,469,910 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 19:14 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,316 | $146.14 | $338,460.24 |
DisclosureSEC source: 0001209191-18-014389 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,472,555 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 21:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,877 | $144.01 | $270,306.77 |
DisclosureSEC source: 0001209191-18-013852 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,474,871 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,350 | $144.01 | $194,413.50 |
DisclosureSEC source: 0001209191-18-013852 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,476,748 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:02 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 82,471 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-18-013527 · doc4.xml · derivative · entry 6 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191,557 Underlying: Common Shares · 82,471 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 23:02 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 30,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013527 · doc4.xml · nonDerivative · entry 3 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478,098 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 23:02 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 46,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013527 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447,943 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 23:02 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 15,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013527 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,401,550 F1 · price: Restricted Stock Units ("RSU") awarded 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. Upon vesting, one Common share will be delivered for each vested RSU. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 15:57 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 114,618 | $0.00 Strike: $60.28 | $0.00 |
DisclosureSEC source: 0001209191-17-066923 · doc4.xml · derivative · entry 8 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109,086 Underlying: Common Shares · 114,618 shares Expires 2018-02-27 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. F4 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2009, February 27, 2010 and February 27, 2011. F6 · balance_after: All options of this tranche have been exercised. Total includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 15:57 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 81,397 | $145.27 | $11,824,542.19 |
DisclosureSEC source: 0001209191-17-066923 · doc4.xml · nonDerivative · entry 4 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,386,086 F1 · kind: Includes 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 $145.06 and $145.50 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 |
| December 21, 2017 Filed Dec 22, 2017 15:57 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 114,618 | $60.28 | $6,909,173.04 |
DisclosureSEC source: 0001209191-17-066923 · doc4.xml · nonDerivative · entry 3 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467,483 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 |
| December 20, 2017 Filed Dec 22, 2017 15:57 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 16,022 | $0.00 Strike: $60.28 | $0.00 |
DisclosureSEC source: 0001209191-17-066923 · doc4.xml · derivative · entry 7 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223,704 Underlying: Common Shares · 16,022 shares Expires 2018-02-27 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. F4 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2009, February 27, 2010 and February 27, 2011. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 15:57 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 14,364 | $147.20 | $2,114,380.80 |
DisclosureSEC source: 0001209191-17-066923 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,352,865 F1 · kind: Includes 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 $147.00 and $147.56 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 |
| December 20, 2017 Filed Dec 22, 2017 15:57 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 16,022 | $60.28 | $965,806.16 |
DisclosureSEC source: 0001209191-17-066923 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,367,229 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 12, 2017 Filed Jun 14, 2017 13:08 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,902 | $145.39 | $1,003,481.78 |
DisclosureSEC source: 0001209191-17-039745 · doc4.xml · nonDerivative · entry 3 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter's Trust Disclosed balance after: 57,649 F1 · price: The sale price reported above has been rounded to the nearest whole cent. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 13:08 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,902 | $145.39 | $1,003,481.78 |
DisclosureSEC source: 0001209191-17-039745 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son's Trust Disclosed balance after: 57,649 F1 · price: The sale price reported above has been rounded to the nearest whole cent. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 13:39 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 9,175 | $144.69 | $1,327,530.75 |
DisclosureSEC source: 0001209191-17-038459 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,351,207 F1 · price: The sale price reported above has been rounded to the nearest whole cent. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 13:39 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 60,000 | $144.74 | $8,684,400.00 |
DisclosureSEC source: 0001209191-17-038459 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,360,382 F1 · price: The sale price reported above has been rounded to the nearest whole cent. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 57,699 | $138.56 | $7,994,773.44 |
DisclosureSEC source: 0001209191-17-034168 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420,382 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:04 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 39,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034168 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,478,081 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 |
| February 28, 2017 Filed Mar 2, 2017 20:08 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 5,016 | $138.17 | $693,060.72 |
DisclosureSEC source: 0001209191-17-016447 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,438,117 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:21 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,772 | $137.61 | $381,454.92 |
DisclosureSEC source: 0001209191-17-015717 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443,133 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 18:31 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,188 | $138.41 | $302,841.08 |
DisclosureSEC source: 0001209191-17-015131 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445,905 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:31 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,726 | $138.41 | $238,895.66 |
DisclosureSEC source: 0001209191-17-015131 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448,093 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:00 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 84,892 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014843 · doc4.xml · derivative · entry 6 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,239,726 Underlying: Common Shares · 84,892 shares Expires 2027-02-23 F5 · 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. F5 · 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. F5 · 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. F6 · 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 22:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 31,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014843 · doc4.xml · nonDerivative · entry 3 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449,819 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 22:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 47,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014843 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,418,783 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 22:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 15,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014843 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,371,035 F1 · price: Restricted Stock Units ("RSU") awarded 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. Upon vesting, one Common share will be delivered for each vested RSU. Read SEC document |
| December 21, 2016 Filed Dec 28, 2018 14:47 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-064244 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372,862 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 13:34 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 134,000 | $0.00 Strike: $56.14 | $0.00 |
DisclosureSEC source: 0001209191-16-155535 · doc4.xml · derivative · entry 6 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,154,834 Underlying: Common Shares · 132,219 shares Expires 2017-02-28 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. F3 · derivative.exercise_date: The stock options vested in equal installments on February 28, 2008, February 28, 2009 and February 28, 2010. F4 · balance_after: All options of this tranche have been exercised. Total includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 13:34 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 132,219 | $132.97 | $17,581,160.43 |
DisclosureSEC source: 0001209191-16-155535 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355,119 F1 · kind: Includes 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 $132.8872 and $133.2342 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 |
| December 14, 2016 Filed Dec 16, 2016 13:34 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 134,000 | $56.14 | $7,522,760.00 |
DisclosureSEC source: 0001209191-16-155535 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,487,338 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 |
| December 07, 2016 Filed Dec 12, 2016 16:02 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 3,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154624 · doc4.xml · nonDerivative · entry 4 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter's Trust Disclosed balance after: 64,551 Read SEC document |
| December 07, 2016 Filed Dec 12, 2016 16:02 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 3,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154624 · 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: 64,551 Read SEC document |
| December 07, 2016 Filed Dec 12, 2016 16:02 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 3,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154624 · doc4.xml · nonDerivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,353,338 F2 · kind: Represents a gift to daughter's trust, as described below. Read SEC document |
| December 07, 2016 Filed Dec 12, 2016 16:02 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 3,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154624 · doc4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,357,154 F1 · kind: Represents a gift to son's trust, as described below. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:07 UTC | COCA COLA CO KO · Entity 2806 | Disposition to issuerPhantom Stock Units · Derivative | 2,161.7552 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063964 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,400.7635 Underlying: Common Stock, $.25 Par Value · 2,161.7552 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: 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 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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 · balance_after: Includes 288.372 phantom share units accrued on July 1, 2016 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 19:38 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 6,086.2222 | $46.49 Strike: $0.00 | $282,948.47 |
DisclosureSEC source: 0001127602-16-048785 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,274.1467 Underlying: Common Stock, $.25 Par Value · 6,086.2222 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Consists of 5,807.7006 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2016 compensation, which may include voluntary deferred compensation, and 278.5216 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 19:45 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 237.5263 | $43.00 Strike: $0.00 | $10,213.63 |
DisclosureSEC source: 0001127602-15-034419 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,187.9245 Underlying: Common Stock, $.25 Par Value · 237.5263 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| October 01, 2015 Filed Oct 5, 2015 18:42 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 253.0005 | $40.04 Strike: $0.00 | $10,130.14 |
DisclosureSEC source: 0001127602-15-028597 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,950.3982 Underlying: Common Stock, $.25 Par Value · 253.0005 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| July 01, 2015 Filed Jul 6, 2015 23:18 UTC | COCA COLA CO ko · Entity 2806 | GrantPhantom Share Units · Derivative | 254.7182 | $39.44 Strike: $0.00 | $10,046.09 |
DisclosureSEC source: 0000021344-15-000022 · primary_doc.xml · derivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,697.3977 Underlying: Common Stock, $.25 Par Value · 254.7182 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 16:58 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 6,909.3024 | $40.52 Strike: $0.00 | $279,964.93 |
DisclosureSEC source: 0001127602-15-013857 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,442.6795 Underlying: Common Stock, $.25 Par Value · 6,909.3024 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Consists of 6,663.3762 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2015 compensation, which may include voluntary deferred compensation, and 245.9262 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| December 15, 2014 Filed Dec 17, 2014 21:03 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 174.3213 | $40.87 Strike: $0.00 | $7,124.51 |
DisclosureSEC source: 0001127602-14-035436 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,533.3771 Underlying: Common Stock, $.25 Par Value · 174.3213 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| October 01, 2014 Filed Oct 3, 2014 18:44 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 166.0145 | $42.61 Strike: $0.00 | $7,073.88 |
DisclosureSEC source: 0001127602-14-029346 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,359.0558 Underlying: Common Stock, $.25 Par Value · 166.0145 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| July 01, 2014 Filed Jul 3, 2014 18:00 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 166.034 | $42.30 Strike: $0.00 | $7,023.24 |
DisclosureSEC source: 0001127602-14-022812 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,193.0413 Underlying: Common Stock, $.25 Par Value · 166.034 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 19:31 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 7,175.3414 | $38.60 Strike: $0.00 | $276,968.18 |
DisclosureSEC source: 0001127602-14-013948 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,027.0073 Underlying: Common Stock, $.25 Par Value · 7,175.3414 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Consists of 6,994.8187 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2014 compensation, which may include voluntary deferred compensation, and 180.5227 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| December 16, 2013 Filed Dec 18, 2013 21:04 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 111.88 | $39.39 Strike: $0.00 | $4,406.95 |
DisclosureSEC source: 0001127602-13-035021 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,851.66 Underlying: Common Stock, $.25 Par Value · 111.88 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| October 01, 2013 Filed Oct 3, 2013 19:59 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 115.55 | $37.86 Strike: $0.00 | $4,374.72 |
DisclosureSEC source: 0001127602-13-028820 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,739.78 Underlying: Common Stock, $.25 Par Value · 115.55 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| July 01, 2013 Filed Jul 3, 2013 18:02 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 106.91 | $40.64 Strike: $0.00 | $4,344.82 |
DisclosureSEC source: 0001127602-13-022313 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,624.23 Underlying: Common Stock, $.25 Par Value · 106.91 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 20:10 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 6,702.58 | $40.33 Strike: $0.00 | $270,315.05 |
DisclosureSEC source: 0001127602-13-013232 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,517.32 Underlying: Common Stock, $.25 Par Value · 6,702.58 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Consists of 6,595.59 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2013 compensation, which may include voluntary deferred compensation, and 106.99 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. 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.