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 |
|---|---|---|---|---|---|---|
| December 17, 2012 Filed Dec 19, 2012 19:39 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 59.38 | $37.60 Strike: $0.00 | $2,232.69 |
DisclosureSEC source: 0001127602-12-034551 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,814.74 Underlying: Common Stock, $.25 Par Value · 59.38 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 Compensation and Deferred Compensation Plan for Non-Employee Directors (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, 2012 Filed Oct 3, 2012 18:37 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 57.8 | $38.38 Strike: $0.00 | $2,218.08 |
DisclosureSEC source: 0001127602-12-028158 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,755.36 Underlying: Common Stock, $.25 Par Value · 57.8 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units accrued under The Coca-Cola Company Compensation and Deferred Compensation Plan for Non-Employee Directors (the "Directors' Plan") as a result of crediting phantom dividends. F4 · 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. F4 · 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. F1 · balance_after: This number reflects The Coca-Cola Company's two-for-one stock split paid on August 10, 2012. Read SEC document |
| June 29, 2012 Filed Jul 3, 2012 18:58 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 28.38 | $77.64 Strike: $0.00 | $2,203.28 |
DisclosureSEC source: 0001127602-12-021471 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,348.78 Underlying: Common Stock, $.25 Par Value · 28.38 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 Compensation and Deferred Compensation Plan for Non-Employee Directors 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 27, 2012 Filed May 1, 2012 18:52 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 6,507 | $76.75 | $499,399.89 |
DisclosureSEC source: 0001127602-12-015141 · form4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,029 F1 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person. These shares were purchased in multiple transactions at prices ranging from $76.745 to $76.75. 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 purchased at each separate price. Read SEC document |
| March 30, 2012 Filed Apr 3, 2012 20:01 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 2,403.37 | $73.73 Strike: $0.00 | $177,188.45 |
DisclosureSEC source: 0001127602-12-012892 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,320.4 Underlying: Common Stock, $.25 Par Value · 2,403.37 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 2373.69 phantom share units credited to the reporting person under The Coca-Cola Company Compensation and Deferred Compensation Plan for Non-Employee Directors (the "Directors' Plan") for 2012 compensation, which may include voluntary deferred compensation, and 29.68 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 |
| February 28, 2012 Filed Mar 1, 2012 18:03 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 3,626 | $68.86 | $249,688.17 |
DisclosureSEC source: 0001127602-12-008836 · form4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,522 F1 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person. These shares were purchased in multiple transactions at prices ranging from $68.85 to $68.87. 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 purchased at each separate price. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 20:56 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 13.34 | $67.09 Strike: $0.00 | $894.98 |
DisclosureSEC source: 0001127602-11-032728 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,917.03 Underlying: Common Stock, $.25 Par Value · 13.34 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 Compensation and Deferred Compensation Plan for Non-Employee Directors (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 |
| September 30, 2011 Filed Oct 4, 2011 20:20 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 13 | $68.33 Strike: $0.00 | $888.29 |
DisclosureSEC source: 0001127602-11-026740 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,903.69 Underlying: Common Stock, $.25 Par Value · 13 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 Compensation and Deferred Compensation Plan for Non-Employee Directors (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, 2011 Filed Jul 6, 2011 17:27 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 13.06 | $67.55 Strike: $0.00 | $882.20 |
DisclosureSEC source: 0001127602-11-020925 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,890.69 Underlying: Common Stock, $.25 Par Value · 13.06 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 Compensation and Deferred Compensation Plan for Non-Employee Directors (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, 2011 Filed Apr 5, 2011 20:11 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 1,877.6304 | $67.04 Strike: $0.00 | $125,876.34 |
DisclosureSEC source: 0001127602-11-012385 · form4.xml · derivative · entry 2 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,877.6304 Underlying: Common Stock, $.25 Par Value · 1,877.6304 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 1864.5585 phantom share units credited to the reporting person under The Coca-Cola Company Compensation and Deferred Compensation Plan for Non-Employee Directors (the "Directors' Plan") for 2011 compensation, which may include voluntary deferred compensation, and 13.0719 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 |
| February 23, 2011 Filed Feb 24, 2011 18:05 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 3,896 | $64.17 | $249,994.63 |
DisclosureSEC source: 0001127602-11-007257 · form4.xml · nonDerivative · entry 1 GREENBERG EVAN G · CIK 0001162125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,896 F1 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person and the range of prices paid was $64.07 to $64.168. Full information regarding the number of shares purchased at each separate price will be provided upon request to the Securities and Exchange Commission, the issuer, or a security holder of the issuer by the reporting person. 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.