Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Director | May 21, 2026 | May 26, 2026 |
| MBIA INCMBI · Entity 6171 | Director | May 12, 2026 | May 13, 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 | 16,069 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Grant · Acquired 681 · Balance 16,262 F1: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Row 2 · 2026-05-21 · Tax withholding · Disposed 193 · Balance 16,069 F2: Common Shares being withheld in order to pay tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date.
F2: Common Shares being withheld in order to pay tax liability.
MBIA INC
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,327 |
Reported balance
After 2026-05-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 16,181 · Balance 66,327 F1: Restricted Stock granted on May 12, 2026 at a price of $6.18 per share with 1 year cliff vesting on May 12, 2027. F2: The reporting person via an IRA ("Individual Retirement Account") owns 20,000 shares of the issuer's common stock, which shares are included in the total herein. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock granted on May 12, 2026 at a price of $6.18 per share with 1 year cliff vesting on May 12, 2027.
F2: The reporting person via an IRA ("Individual Retirement Account") owns 20,000 shares of the issuer's common stock, which shares are included in the total herein.
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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 29, 2017 20:23 UTC | MBIA INC mbi · Entity 6171 | PurchaseCommon Stock | 20,000 | $10.41 | $208,200.00 |
DisclosureSEC source: 0000814585-17-000015 · primary_doc.xml · nonDerivative · entry 2 Shasta Theodore · CIK 0001468776 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Account Disclosed balance after: 20,000 Read SEC document |
| August 11, 2017 Filed Aug 29, 2017 20:23 UTC | MBIA INC mbi · Entity 6171 | SaleCommon Stock | 13,967 | $10.30 | $143,860.10 |
DisclosureSEC source: 0000814585-17-000015 · primary_doc.xml · nonDerivative · entry 1 Shasta Theodore · CIK 0001468776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,850 Read SEC document |
| May 18, 2017 Filed May 22, 2017 15:43 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 321 | $138.56 | $44,477.76 |
DisclosureSEC source: 0001209191-17-034156 · doc4.xml · nonDerivative · entry 2 Shasta Theodore · CIK 0001468776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,498 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 18, 2017 Filed May 22, 2017 15:43 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034156 · doc4.xml · nonDerivative · entry 1 Shasta Theodore · CIK 0001468776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,819 F1 · kind: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. F1 · price: Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:54 UTC | MBIA INC MBI · Entity 6171 | GrantCommon Stock | 12,121 | $8.25 | $99,998.25 |
DisclosureSEC source: 0000899243-17-013528 · doc4.xml · nonDerivative · entry 1 Shasta Theodore · CIK 0001468776 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,817 F1 · shares: Restricted stock granted on May 15, 2017 at a price of $8.25 per share with 1 year vesting on May 15, 2018. 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.