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 | 5,588 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Disposition to issuer · Disposed 930 · Balance 10,339 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 4,751 · Balance 5,588 F2: Common Shares being withheld in order to pay tax liability. |
| Common SharesSEC Table I · non-derivative | IndirectFamily Foundation | 1,585 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,585 |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 36,447 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 36,447 |
| Common SharesSEC Table I · non-derivative | IndirectBy Wife's Trust | 36,446 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 36,446 |
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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 27, 2017 21:37 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014795 · doc4.xml · nonDerivative · entry 1 BOROUGHS TIMOTHY ALAN · CIK 0001577594 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,174 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.