Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Executive Vice President* | 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 | 18,649 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Disposition to issuer · Disposed 282 · Balance 20,001 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 1,352 · Balance 18,649 F2: Common Shares being withheld in order to pay tax liability. |
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.
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 20:20 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,352 | $330.26 | $446,511.52 |
DisclosureSEC source: 0001193125-26-239377 · ownership.xml · nonDerivative · entry 2 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,649 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 | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-239377 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,001 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, 2026 Filed Mar 5, 2026 21:31 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 103 | $338.30 | $34,844.90 |
DisclosureSEC source: 0001193125-26-094081 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,283 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 3,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091580 · ownership.xml · derivative · entry 5 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,468 Underlying: Common Shares · 3,734 shares Expires not disclosed 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, 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. 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, 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 | 3,734 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091580 · ownership.xml · derivative · entry 4 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,734 Underlying: Common Shares · 3,734 shares Expires not disclosed F4 · 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. F4 · 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 | GrantOptions to Acquire Common Shares · Derivative | 6,638 | $0.00 Strike: $342.76 | $0.00 |
DisclosureSEC source: 0001193125-26-091580 · ownership.xml · derivative · entry 2 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,638 Underlying: Common Shares · 6,638 shares Expires 2036-03-02 F2 · price: Option award pursuant to the Plan. Options vest as follows: 1/3 on the first anniversary of the 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 the 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 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091580 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,386 F1 · price: Restricted stock units ("RSUs") awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (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 |
| February 26, 2026 Filed Mar 2, 2026 21:10 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 147 | $337.92 | $49,674.24 |
DisclosureSEC source: 0001193125-26-085407 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,141 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 | 144 | $336.85 | $48,506.40 |
DisclosureSEC source: 0001193125-26-076613 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,288 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 | 169 | $333.39 | $56,342.91 |
DisclosureSEC source: 0001193125-26-071559 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,432 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:41 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,278 | $292.05 | $373,239.90 |
DisclosureSEC source: 0001213900-25-045304 · ownership.xml · nonDerivative · entry 2 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,601 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:41 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-045304 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,879 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 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 3,399 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020824 · ownership.xml · derivative · entry 5 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,798 Underlying: Common Shares · 3,399 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. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 3,399 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020824 · ownership.xml · derivative · entry 4 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,399 Underlying: Common Shares · 3,399 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 |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 6,042 | $0.00 Strike: $289.69 | $0.00 |
DisclosureSEC source: 0001213900-25-020824 · ownership.xml · derivative · entry 2 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,042 Underlying: Common Shares · 6,042 shares Expires 2035-03-03 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. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020824 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,150 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 |
| February 26, 2025 Filed Feb 28, 2025 19:08 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 127 | $273.66 | $34,754.82 |
DisclosureSEC source: 0001213900-25-018578 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,017 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:35 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 89 | $277.45 | $24,693.05 |
DisclosureSEC source: 0001213900-25-018107 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,144 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 19:59 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 98 | $273.44 | $26,797.12 |
DisclosureSEC source: 0001213900-25-017375 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,233 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:16 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 115 | $267.25 | $30,733.75 |
DisclosureSEC source: 0001213900-25-017090 · ownership.xml · nonDerivative · entry 1 McNamee Paul · CIK 0002033497 · Executive Vice President* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,331 F1 · shares: Common Shares withheld to pay tax liability. 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.