Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Executive Vice President and* | September 01, 2026 | September 03, 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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 33,605.354 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 144 · Balance 33,605.354 F1: Common Shares being withheld in order to pay tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares being withheld in order to pay tax liability.
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 |
|---|---|---|---|---|---|---|
| September 04, 2018 Filed Sep 10, 2018 18:37 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050205 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,825.354 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| May 17, 2018 Filed May 21, 2018 21:00 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 4,145 | $134.45 | $557,295.25 |
DisclosureSEC source: 0001209191-18-031946 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,723.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 297 | $144.19 | $42,824.43 |
DisclosureSEC source: 0001209191-18-014944 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,868.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 19:25 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 467 | $146.14 | $68,247.38 |
DisclosureSEC source: 0001209191-18-014395 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,165.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 21:13 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 643 | $144.01 | $92,598.43 |
DisclosureSEC source: 0001209191-18-013868 · doc4.xml · nonDerivative · entry 2 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,632.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:13 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 328 | $144.01 | $47,235.28 |
DisclosureSEC source: 0001209191-18-013868 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,275.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:07 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 11,574 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-18-013537 · doc4.xml · derivative · entry 4 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,838 Underlying: Common Shares · 11,574 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 23:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013537 · doc4.xml · nonDerivative · entry 3 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,603.354 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 23:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013537 · doc4.xml · nonDerivative · entry 2 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,217.354 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 23:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013537 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,008.354 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 14:10 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,647 | $147.97 | $391,676.59 |
DisclosureSEC source: 0001209191-17-049333 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,536.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:20 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,662 | $138.56 | $368,846.72 |
DisclosureSEC source: 0001209191-17-034184 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,183.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:28 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 317 | $137.61 | $43,622.37 |
DisclosureSEC source: 0001209191-17-015729 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,845.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 18:38 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 497 | $138.41 | $68,789.77 |
DisclosureSEC source: 0001209191-17-015141 · doc4.xml · nonDerivative · entry 2 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,162.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:38 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 571 | $138.41 | $79,032.11 |
DisclosureSEC source: 0001209191-17-015141 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,659.354 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:57 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 12,950 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014836 · doc4.xml · derivative · entry 4 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,264 Underlying: Common Shares · 12,950 shares Expires 2027-02-23 F4 · kind: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · price: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F4 · derivative.exercise_date: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of date of the award, 1/3 on the second anniversary of the date of the award and 1/3 on the third anniversary of the date of the award. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:57 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014836 · doc4.xml · nonDerivative · entry 3 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,230.354 F3 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance restricted stock awards described above. Stock vests on the third anniversary of the date of the award, subject to the satisfaction of certain service and performance based criteria. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:57 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014836 · doc4.xml · nonDerivative · entry 2 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,442.354 F2 · price: Restricted stock award pursuant to the Plan. Stock vests on the third anniversary of the date of the award subject to the satisfaction of certain service and performance based criteria. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:57 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014836 · doc4.xml · nonDerivative · entry 1 Wayland Joseph F · CIK 0001582738 · Executive Vice President and* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,615.354 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.