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 |
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 | 26,160.51 |
Reported balance
After 2026-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 681 · Balance 26,160.51 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: Total includes 11.74 shares credited on April 6, 2026 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. |
| Common SharesSEC Table I · non-derivative | Direct | 26,119.51 |
Reported balance
After 2026-05-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-21 · Tax withholding · Disposed 41 · Balance 26,119.51 F3: 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: Total includes 11.74 shares credited on April 6, 2026 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3.
F3: 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 | 41 | $330.26 | $13,540.66 |
DisclosureSEC source: 0001193125-26-239384 · ownership.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,119.51 F3 · 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 | GrantCommon Shares | 681 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-239384 · ownership.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,160.51 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. F2 · balance_after: Total includes 11.74 shares credited on April 6, 2026 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 20:10 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 2,000 | $329.30 | $658,600.00 |
DisclosureSEC source: 0001193125-26-117641 · ownership.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,467.77 F1 · price: The Common Shares reported herein as being sold were sold at the same price. F2 · balance_after: Total includes 39.15 shares credited at various times between July 3, 2025 and January 2, 2026 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 15, 2025 Filed May 16, 2025 22:56 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 39 | $292.05 | $11,389.95 |
DisclosureSEC source: 0001213900-25-045012 · ownership.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,428.62 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 15, 2025 Filed May 16, 2025 22:56 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-045012 · ownership.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,467.62 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. F2 · balance_after: Total includes 51.77 shares credited at various times between July 2024 and April 2025 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 16, 2024 Filed May 17, 2024 17:02 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 51 | $264.88 | $13,508.88 |
DisclosureSEC source: 0001213900-24-044616 · marketforms-65950.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,644.85 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 16, 2024 Filed May 17, 2024 17:02 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 718 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-24-044616 · marketforms-65950.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,695.85 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. F2 · balance_after: Total includes 60.35 shares credited at various times between July 2023 and April 2024 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 17, 2023 Filed May 19, 2023 14:09 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 50 | $198.93 | $9,946.50 |
DisclosureSEC source: 0001209191-23-030882 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,917.5 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 17, 2023 Filed May 19, 2023 14:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 955 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-030882 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,967.5 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. F2 · balance_after: Total includes 62.71 shares credited at various times between July 2022 and April 2023 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 19, 2022 Filed May 23, 2022 17:11 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 58 | $203.88 | $11,825.04 |
DisclosureSEC source: 0001209191-22-031292 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,949.79 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 19, 2022 Filed May 23, 2022 17:11 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-031292 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,007.79 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. F2 · balance_after: Total includes 62.84 shares credited at various times between July 2021 and April 2022 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 20, 2021 Filed May 24, 2021 19:11 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 119 | $166.16 | $19,773.04 |
DisclosureSEC source: 0001209191-21-035262 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,012.95 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 20, 2021 Filed May 24, 2021 19:11 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,083 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-035262 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,131.95 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. F2 · balance_after: Total includes 81.34 shares credited at various times between July 2020 and April 2021 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 20, 2020 Filed May 22, 2020 15:38 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 85 | $104.61 | $8,891.85 |
DisclosureSEC source: 0001209191-20-031615 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,967.61 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 20, 2020 Filed May 22, 2020 15:38 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,721 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-031615 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,052.61 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. F2 · balance_after: Total includes 74.90 shares credited at various times between July 2019 and April 2020 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| May 16, 2019 Filed May 20, 2019 19:13 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 86 | $145.62 | $12,523.32 |
DisclosureSEC source: 0001209191-19-031298 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,256.71 F3 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 16, 2019 Filed May 20, 2019 19:13 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,236 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-031298 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,342.71 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. F2 · balance_after: Total includes 77.09 shares credited at various times between July 2018 and April 2019 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan which meets the requirements of Rule 16b-3. Read SEC document |
| May 17, 2018 Filed May 21, 2018 19:56 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 83 | $134.45 | $11,159.35 |
DisclosureSEC source: 0001209191-18-031792 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,029.62 F2 · kind: Common Shares being withheld in order to pay tax liability. F3 · balance_after: Total includes 66.00 shares credited at various times between July 2017 and April 2018 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan which meets the requirements of Rule 16b-3. Read SEC document |
| May 17, 2018 Filed May 21, 2018 19:56 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,264 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-031792 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,046.62 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 18, 2017 Filed May 22, 2017 15:54 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 87 | $138.56 | $12,054.72 |
DisclosureSEC source: 0001209191-17-034164 · doc4.xml · nonDerivative · entry 2 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,782.62 F2 · kind: Common Shares being withheld in order to pay tax liability. F3 · balance_after: Total includes 71.41 shares credited at various times between July 2016 and April 2017 to the reporting person's deferred stock account pursuant to the dividend investment provisions of the Plan which meets the requirements of Rule 16b-3. Read SEC document |
| May 18, 2017 Filed May 22, 2017 15:54 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034164 · doc4.xml · nonDerivative · entry 1 Steimer Olivier · CIK 0001439107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,798.21 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.