Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | President &COO | May 27, 2026 | May 29, 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 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 140,969.67 |
Ending reported balance
After 2026-05-28 transaction · row 5
4 source rows · reconciled sequenceRow 1 · 2026-05-27 · Sale · Disposed 20,176 · Balance 206,145.67 F1: The Common Shares reported herein as being sold were sold at a range of between $320.86 and $321.86 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 range. Row 2 · 2026-05-27 · Sale · Disposed 2,824 · Balance 203,321.67 F2: The Common Shares reported herein as being sold were sold at a range of between $321.87 and $321.98 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 range. Row 3 · 2026-05-27 · Gift · Disposed 61,000 · Balance 142,321.67 F3: Gift. Row 5 · 2026-05-28 · Gift · Disposed 1,352 · Balance 140,969.67 F3: Gift. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 61,000 |
Reported balance
After 2026-05-27 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-05-27 · Gift · Acquired 61,000 · Balance 61,000 F3: Gift. |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter's Trust | 9,792.66 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 9,792.66 |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter's Trust | 9,793.67 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 9,793.67 |
Filing footnotes · ownership attribution and instrument terms
F1: The Common Shares reported herein as being sold were sold at a range of between $320.86 and $321.86 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 range.
F2: The Common Shares reported herein as being sold were sold at a range of between $321.87 and $321.98 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 range.
F3: Gift.
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 |
|---|---|---|---|---|---|---|
| November 22, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 793 | $126.11 | $100,005.23 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 7 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,564 F3 · shares: Represents the payment of the exercise price and withholding taxes of an employee stock option through the attestation of previously owned shares. The price is equal to the fair market value of the Common Shares on the date of exercise and is used to determine the value of the shares delivered to the Company by attestation of previously owned shares in payment of the exercise price and withholding taxes. F3 · price: Represents the payment of the exercise price and withholding taxes of an employee stock option through the attestation of previously owned shares. The price is equal to the fair market value of the Common Shares on the date of exercise and is used to determine the value of the shares delivered to the Company by attestation of previously owned shares in payment of the exercise price and withholding taxes. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,985 | $50.37 | $99,984.45 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 6 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,357 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 |
| November 22, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 793 | $126.11 | $100,005.23 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 5 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,372 F3 · shares: Represents the payment of the exercise price and withholding taxes of an employee stock option through the attestation of previously owned shares. The price is equal to the fair market value of the Common Shares on the date of exercise and is used to determine the value of the shares delivered to the Company by attestation of previously owned shares in payment of the exercise price and withholding taxes. F3 · price: Represents the payment of the exercise price and withholding taxes of an employee stock option through the attestation of previously owned shares. The price is equal to the fair market value of the Common Shares on the date of exercise and is used to determine the value of the shares delivered to the Company by attestation of previously owned shares in payment of the exercise price and withholding taxes. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 2,596 | $38.51 | $99,971.96 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 4 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,165 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 |
| November 22, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 793 | $126.16 | $100,044.88 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 3 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,569 F3 · shares: Represents the payment of the exercise price and withholding taxes of an employee stock option through the attestation of previously owned shares. The price is equal to the fair market value of the Common Shares on the date of exercise and is used to determine the value of the shares delivered to the Company by attestation of previously owned shares in payment of the exercise price and withholding taxes. F3 · price: Represents the payment of the exercise price and withholding taxes of an employee stock option through the attestation of previously owned shares. The price is equal to the fair market value of the Common Shares on the date of exercise and is used to determine the value of the shares delivered to the Company by attestation of previously owned shares in payment of the exercise price and withholding taxes. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,658 | $60.28 | $99,944.24 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 2 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,362 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 |
| November 21, 2016 Filed Nov 23, 2016 20:04 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 18,313 | $126.74 | $2,320,989.62 |
DisclosureSEC source: 0001209191-16-151937 · doc4.xml · nonDerivative · entry 1 Keogh John W · CIK 0001370825 · Executive Vice Chairman* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,704 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $126.41 and $127.07 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. F2 · balance_after: Includes 37,773 shares previously held directly which were transferred to the reporting person's trust and are now owned indirectly. 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.