Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Executive Vice President* | June 08, 2026 | June 10, 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 June 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 28,858.93 |
Ending reported balance
After 2026-06-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-08 · Exercise / conversion · Acquired 3,886 · Balance 32,744.93 Row 2 · 2026-06-08 · Sale · Disposed 3,886 · Balance 28,858.93 F1: The Common Shares reported herein as being sold were sold at the same price. |
| Options to Acquire Common SharesSEC Table II · derivative / convertible security · Conversion / exercise price $139.01 · Expires 2027-02-23 | Direct | 60,234 |
Reported balance
After 2026-06-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-08 · Exercise / conversion · Disposed 3,886 · Balance 60,234 F2: Options vested as follows: 1/3 on February 23, 2018, 1/3 on February 23, 2019 and 1/3 on February 23, 2020. F3: There are 1,438 options remaining in this tranche. Total includes options from other tranches with different exercise prices, vesting and expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The Common Shares reported herein as being sold were sold at the same price.
F2: Options vested as follows: 1/3 on February 23, 2018, 1/3 on February 23, 2019 and 1/3 on February 23, 2020.
F3: There are 1,438 options remaining in this tranche. Total includes options from other tranches with different exercise prices, vesting and expiration dates.
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 |
|---|---|---|---|---|---|---|
| June 08, 2026 Filed Jun 10, 2026 20:10 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 3,886 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001193125-26-265832 · ownership.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,234 Underlying: Common Shares · 3,886 shares Expires 2027-02-23 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. F2 · derivative.exercise_date: Options vested as follows: 1/3 on February 23, 2018, 1/3 on February 23, 2019 and 1/3 on February 23, 2020. F3 · balance_after: There are 1,438 options remaining in this tranche. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 20:10 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 3,886 | $322.08 | $1,251,602.88 |
DisclosureSEC source: 0001193125-26-265832 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,858.93 F1 · price: The Common Shares reported herein as being sold were sold at the same price. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 20:10 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 3,886 | $139.01 | $540,192.86 |
DisclosureSEC source: 0001193125-26-265832 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,744.93 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:20 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 5,820 | $330.26 | $1,922,113.20 |
DisclosureSEC source: 0001193125-26-239380 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,858.93 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:20 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-239380 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,678.93 F1 · kind: Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 8,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091576 · ownership.xml · derivative · entry 4 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,186 Underlying: Common Shares · 8,593 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 8,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091576 · ownership.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,593 Underlying: Common Shares · 8,593 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091576 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,602.93 F2 · balance_after: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based restricted stock awards described above. Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091576 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,150.93 F1 · balance_after: Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:10 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 166 | $337.92 | $56,094.72 |
DisclosureSEC source: 0001193125-26-085408 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,698.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:10 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 179 | $336.85 | $60,296.15 |
DisclosureSEC source: 0001193125-26-076619 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,864.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:10 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 185 | $333.39 | $61,677.15 |
DisclosureSEC source: 0001193125-26-071561 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,043.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 18:46 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,357 | $295.04 | $1,285,489.28 |
DisclosureSEC source: 0001213900-25-118188 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,092.93 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $294.97 and $295.06 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| December 02, 2025 Filed Jan 8, 2026 21:15 UTC Amendment | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 864 | $293.60 | $253,666.25 |
DisclosureSEC source: 0001193125-26-007719 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,228.93 F1 · price: The Common Shares reported herein as being sold were sold at the same price. Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:05 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 6,504 | $0.00 Strike: $118.39 | $0.00 |
DisclosureSEC source: 0001213900-25-046485 · ownership.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,504 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options vested as follows: 1/3 on February 25, 2017, 1/3 on February 25, 2018 and 1/3 on February 25, 2019. Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:05 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,504 | $292.13 | $1,900,013.52 |
DisclosureSEC source: 0001213900-25-046485 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,449.93 Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:05 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 6,504 | $118.39 | $770,008.56 |
DisclosureSEC source: 0001213900-25-046485 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,953.93 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:44 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 4,547 | $292.05 | $1,327,951.35 |
DisclosureSEC source: 0001213900-25-045308 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,449.93 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:44 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-045308 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,996.93 F1 · kind: Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 4,893 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · derivative · entry 8 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,786 Underlying: Common Shares · 4,893 shares Expires not disclosed F8 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F8 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F8 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 4,893 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · derivative · entry 7 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,893 Underlying: Common Shares · 4,893 shares Expires not disclosed F7 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F7 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F7 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 9,666 | $0.00 Strike: $289.69 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · derivative · entry 5 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,666 Underlying: Common Shares · 9,666 shares Expires 2035-03-03 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. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · nonDerivative · entry 4 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,853.93 F4 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based restricted stock awards described above. Stock vests on the third anniversary of the date of the award, subject to the satisfaction of certain service and performance based criteria. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · nonDerivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,309.93 F3 · 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. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,765.93 F2 · price: Restricted Stock Units ("RSUs") awarded pursuant to the Plan. The RSUs vest 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 |
| March 03, 2025 Filed Mar 5, 2025 22:58 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020828 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,133.93 F1 · price: Restricted stock award pursuant to the 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 |
| March 03, 2025 Filed Mar 8, 2025 01:05 UTC Amendment | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 8,699 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000270 · ownership.xml · derivative · entry 4 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,398 Underlying: Common Shares · 8,699 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 8, 2025 01:05 UTC Amendment | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 8,699 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000270 · ownership.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,699 Underlying: Common Shares · 8,699 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 8, 2025 01:05 UTC Amendment | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000270 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,886.93 F2 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based restricted stock awards described above. Stock vests on the third anniversary of the date of the award, subject to the satisfaction of certain service and performance based criteria. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| March 03, 2025 Filed Mar 8, 2025 01:05 UTC Amendment | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000270 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,919.93 F1 · price: Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests on the third anniversary of the date of the award subject to the satisfaction of certain service and performance based criteria. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 21:33 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 166 | $273.66 | $45,427.56 |
DisclosureSEC source: 0001213900-25-018104 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,952.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:33 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 144 | $277.45 | $39,952.80 |
DisclosureSEC source: 0001213900-25-018104 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,118.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:08 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 179 | $273.44 | $48,945.76 |
DisclosureSEC source: 0001213900-25-017074 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,262.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:08 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 190 | $267.25 | $50,777.50 |
DisclosureSEC source: 0001213900-25-017074 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,441.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| August 20, 2024 Filed Aug 21, 2024 16:44 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 3,921 | $0.00 Strike: $114.78 | $0.00 |
DisclosureSEC source: 0001213900-24-071350 · ownership.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,921 shares Expires 2025-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options vested as follows: 1/3 on February 26, 2016, 1/3 on February 26, 2017 and 1/3 on February 26, 2018. Read SEC document |
| August 20, 2024 Filed Aug 21, 2024 16:44 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 3,921 | $273.06 | $1,070,668.26 |
DisclosureSEC source: 0001213900-24-071350 · ownership.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,631.93 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $272.91 and $273.18 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| August 20, 2024 Filed Aug 21, 2024 16:44 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 3,921 | $114.78 | $450,052.38 |
DisclosureSEC source: 0001213900-24-071350 · ownership.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,552.93 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 14:56 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 2,400 | $260.98 | $626,352.00 |
DisclosureSEC source: 0001213900-24-050574 · marketforms-66279.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,631.93 F1 · price: The sale price reported above has been rounded to the nearest cent. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:08 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 4,023 | $264.88 | $1,065,612.24 |
DisclosureSEC source: 0001213900-24-045050 · marketforms-65962.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,031.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:07 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 216 | $254.87 | $55,051.92 |
DisclosureSEC source: 0001213900-24-018414 · marketforms-64987.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,054.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 5,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018157 · marketforms-64957.xml · derivative · entry 4 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,038 Underlying: Common Shares · 5,519 shares Expires not disclosed F5 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F5 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F5 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F6 · balance_after: Total includes PSUs from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 5,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018157 · marketforms-64957.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,519 Underlying: Common Shares · 5,519 shares Expires not disclosed F4 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 9,811 | $0.00 Strike: $254.84 | $0.00 |
DisclosureSEC source: 0001213900-24-018157 · marketforms-64957.xml · derivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,545 Underlying: Common Shares · 9,811 shares Expires 2034-02-26 F2 · 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. F2 · 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. F3 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018157 · marketforms-64957.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,270.93 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 |
| February 25, 2024 Filed Feb 27, 2024 13:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 144 | $256.01 | $36,865.44 |
DisclosureSEC source: 0001213900-24-017176 · marketforms-64915.xml · nonDerivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,430.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 13:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 179 | $256.01 | $45,825.79 |
DisclosureSEC source: 0001213900-24-017176 · marketforms-64915.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,574.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 13:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 186 | $256.01 | $47,617.86 |
DisclosureSEC source: 0001213900-24-017176 · marketforms-64915.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,753.93 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 19:33 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,508 | $0.00 Strike: $96.76 | $0.00 |
DisclosureSEC source: 0001209191-23-054789 · doc4.xml · derivative · entry 3 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,734 Underlying: Common Shares · 1,508 shares Expires 2024-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2015, February 27, 2016 and February 27, 2017. F3 · balance_after: All options of this tranche have been exercised. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 19:33 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 1,508 | $218.63 | $329,694.04 |
DisclosureSEC source: 0001209191-23-054789 · doc4.xml · nonDerivative · entry 2 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,939.93 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $218.60 and $218.64 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 19:33 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,508 | $96.76 | $145,914.08 |
DisclosureSEC source: 0001209191-23-054789 · doc4.xml · nonDerivative · entry 1 Ortega Juan Luis · CIK 0001784735 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,447.93 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.