Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Chief Accounting Officer | February 28, 2020 | March 03, 2020 |
| RLI CORPRLI · Entity 3813 | Director | July 31, 2026 | August 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 February 28, 2020 · Filed March 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 94,361.035 |
Reported balance
After 2020-02-28 transaction · row 1
1 source rowRow 1 · 2020-02-28 · Tax withholding · Disposed 207 · Balance 94,361.035 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.
RLI CORP
Report date July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDirectors' Trust | 9,931.9 |
Reported balance
After 2026-07-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-31 · Other · Acquired 470.803 · Balance 9,931.9 F1: Adjusted to reflect 2-for-1 stock split on 01/15/25. |
Filing footnotes · ownership attribution and instrument terms
F1: Adjusted to reflect 2-for-1 stock split on 01/15/25.
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 22, 2018 Filed Feb 26, 2018 23:05 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013534 · doc4.xml · nonDerivative · entry 2 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,898.035 F2 · 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 |
| February 22, 2018 Filed Feb 26, 2018 23:05 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013534 · doc4.xml · nonDerivative · entry 1 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,676.035 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 15:22 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 5,180 | $0.00 Strike: $60.28 | $0.00 |
DisclosureSEC source: 0001209191-17-060171 · doc4.xml · derivative · entry 3 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,056 Underlying: Common Shares · 5,180 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. F3 · price: The stock options vested in equal installments on February 27, 2009, February 27, 2010 and February 27, 2011. F3 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2009, February 27, 2010 and February 27, 2011. 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 |
| November 09, 2017 Filed Nov 13, 2017 15:22 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,180 | $150.48 | $779,486.40 |
DisclosureSEC source: 0001209191-17-060171 · doc4.xml · nonDerivative · entry 2 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,595.035 F1 · kind: 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 $150.48 and $150.56 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 |
| November 09, 2017 Filed Nov 13, 2017 15:22 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 5,180 | $60.28 | $312,250.40 |
DisclosureSEC source: 0001209191-17-060171 · doc4.xml · nonDerivative · entry 1 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,775.035 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 |
| February 28, 2017 Filed Mar 2, 2017 20:12 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 520 | $138.17 | $71,848.40 |
DisclosureSEC source: 0001209191-17-016456 · doc4.xml · nonDerivative · entry 1 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,595.035 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:26 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 507 | $137.61 | $69,768.27 |
DisclosureSEC source: 0001209191-17-015726 · doc4.xml · nonDerivative · entry 1 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,115.035 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 18:37 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 429 | $138.41 | $59,377.89 |
DisclosureSEC source: 0001209191-17-015139 · doc4.xml · nonDerivative · entry 2 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,622.035 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:37 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 751 | $138.41 | $103,945.91 |
DisclosureSEC source: 0001209191-17-015139 · doc4.xml · nonDerivative · entry 1 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,051.035 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:54 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 5,036 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014828 · doc4.xml · derivative · entry 2 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,236 Underlying: Common Shares · 5,036 shares Expires 2027-02-23 F3 · 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. F3 · 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. F3 · 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. F4 · 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 21:54 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014828 · doc4.xml · nonDerivative · entry 1 MEDINI PAUL BENNETT · CIK 0001267926 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,802.035 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. F2 · balance_after: Total includes 218 shares purchased on 6/30/2015 and 191 shares purchased on 6/30/2016 pursuant to the Chubb Limited Employee Stock Purchase Plan, which meets the requirements of Rule 16b-3. 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.