Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Senior 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 | 24,527 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Disposition to issuer · Disposed 243 · Balance 24,527 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. |
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.
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 | Disposition to issuerCommon Shares | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-239382 · ownership.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,527 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 04, 2026 Filed Mar 6, 2026 21:15 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 1,500 | $336.62 | $504,925.05 |
DisclosureSEC source: 0001193125-26-096556 · ownership.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,770 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $336.57 and $336.68 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. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 4,289 | $0.00 Strike: $342.76 | $0.00 |
DisclosureSEC source: 0001193125-26-091575 · ownership.xml · derivative · entry 4 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,289 Underlying: Common Shares · 4,289 shares Expires 2036-03-02 F5 · 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. F5 · 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 | 1,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091575 · ownership.xml · nonDerivative · entry 3 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,270 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, 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 | 1,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091575 · ownership.xml · nonDerivative · entry 2 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,224 F3 · price: 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 |
| March 02, 2026 Filed Mar 4, 2026 21:20 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-091575 · ownership.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,615 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. F2 · balance_after: Total includes 77 and 13 Common Shares purchased on 6/30/2025 and 12/31/2025, respectively, pursuant to the Chubb Ltd. Employee Stock Purchase Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:36 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-045298 · ownership.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,916 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 22:51 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 4,661 | $0.00 Strike: $289.69 | $0.00 |
DisclosureSEC source: 0001213900-25-020821 · ownership.xml · derivative · entry 4 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,661 Underlying: Common Shares · 4,661 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 22:51 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020821 · ownership.xml · nonDerivative · entry 3 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,163 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 22:51 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020821 · ownership.xml · nonDerivative · entry 2 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,027 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 22:51 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020821 · ownership.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President,* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,279 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. F2 · balance_after: Total includes 85 and 22 Common Shares purchased on 6/30/2024 and 12/31/2024, respectively, pursuant to the Chubb Ltd. Employee Stock Purchase Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 3,925 | $0.00 Strike: $254.84 | $0.00 |
DisclosureSEC source: 0001213900-24-018150 · marketforms-64969.xml · derivative · entry 4 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,627 Underlying: Common Shares · 3,925 shares Expires 2034-02-26 F4 · 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. F4 · 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. F5 · 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 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018150 · marketforms-64969.xml · nonDerivative · entry 3 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,424 F3 · 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 |
| February 26, 2024 Filed Feb 28, 2024 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018150 · marketforms-64969.xml · nonDerivative · entry 2 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,467 F2 · 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, 2024 Filed Feb 28, 2024 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018150 · marketforms-64969.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,995 F1 · price: Restricted Stock Units ("RSU") awarded pursuant to 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 23, 2023 Filed Feb 27, 2023 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 4,315 | $0.00 Strike: $208.60 | $0.00 |
DisclosureSEC source: 0001209191-23-013217 · doc4.xml · derivative · entry 4 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,702 Underlying: Common Shares · 4,315 shares Expires 2033-02-23 F4 · 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. F4 · 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. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013217 · doc4.xml · nonDerivative · entry 3 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,523 F3 · price: Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance 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 |
| February 23, 2023 Filed Feb 27, 2023 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013217 · doc4.xml · nonDerivative · entry 2 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,471 F2 · 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. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013217 · doc4.xml · nonDerivative · entry 1 Johns Bryce L. · CIK 0001965033 · Senior Vice President, * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.