Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | May 06, 2026 | May 06, 2026 |
| Chubb LtdCB · Entity 1639 | Vice Chairman, Chubb Group* | May 18, 2022 | May 20, 2022 |
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.
BROWN & BROWN, INC.
Report date May 06, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 7,787 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 2,434 · Balance 7,787 |
Chubb Ltd
Report date May 18, 2022 · Filed May 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 84,039 |
Reported balance
After 2022-05-18 transaction · row 1
1 source rowRow 1 · 2022-05-18 · Tax withholding · Disposed 9,893 · Balance 84,039 F1: Common Shares withheld to pay tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares withheld 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 19, 2020 Filed May 21, 2020 21:06 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031348 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,354 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 Long-Term Incentive Plan. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 14:22 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 719 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-20-017118 · doc4.xml · derivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,394 Underlying: Common Shares · 719 shares Expires 2027-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock options vested in equal installments on February 23, 2018, February 23, 2019 and February 23, 2020. F2 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. The number of options remaining in this tranche is 5,157. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 14:22 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 719 | $139.01 | $99,948.19 |
DisclosureSEC source: 0001209191-20-017118 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,539 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:27 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 456 | $145.03 | $66,133.68 |
DisclosureSEC source: 0001209191-20-014974 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,820 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:22 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 18,985 | $0.00 Strike: $150.11 | $0.00 |
DisclosureSEC source: 0001209191-20-014628 · doc4.xml · derivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,113 Underlying: Common Shares · 18,985 shares Expires 2030-02-27 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, but does not include derivative securities of other types and tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:22 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014628 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,276 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 27, 2020 Filed Mar 2, 2020 22:22 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 8,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014628 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,722 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 27, 2020 Filed Mar 2, 2020 22:22 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014628 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,178 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 |
| February 23, 2020 Filed Feb 25, 2020 14:50 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 424 | $163.75 | $69,430.00 |
DisclosureSEC source: 0001209191-20-012350 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,482 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 14:50 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 397 | $163.75 | $65,008.75 |
DisclosureSEC source: 0001209191-20-012350 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,906 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 16:35 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7,000 | $165.00 | $1,155,000.00 |
DisclosureSEC source: 0001209191-20-007106 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,303 F1 · kind: These shares were sold pursuant to a trading plan previously adopted by the reporting person in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 15:25 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire · Derivative | 5,251 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-19-056860 · doc4.xml · derivative · entry 6 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,128 Underlying: Common Shares · 5,251 shares Expires 2028-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The stock options vested or will vest in equal installments on February 22, 2019, February 22, 2020 and February 22, 2021. F6 · derivative.exercise_date: The stock options vested or will vest in equal installments on February 22, 2019, February 22, 2020 and February 22, 2021. F7 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. The number of options remaining in this tranche is 10,502. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 15:25 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire · Derivative | 11,750 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-19-056860 · doc4.xml · derivative · entry 5 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,379 Underlying: Common Shares · 11,750 shares Expires 2027-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The stock options vested or will vest in equal installments on February 23, 2018, February 23, 2019 and February 23, 2020. F4 · derivative.exercise_date: The stock options vested or will vest in equal installments on February 23, 2018, February 23, 2019 and February 23, 2020. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. The number of options remaining in this tranche is 5,876. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 15:25 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,251 | $152.23 | $799,359.73 |
DisclosureSEC source: 0001209191-19-056860 · doc4.xml · nonDerivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,303 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $151.84 and $152.59 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 price range. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 15:25 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 5,251 | $143.07 | $751,260.57 |
DisclosureSEC source: 0001209191-19-056860 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 15:25 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 10,312 | $151.99 | $1,567,320.88 |
DisclosureSEC source: 0001209191-19-056860 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,303 F1 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $151.81 and $152.20 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 price range. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 15:25 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 11,750 | $139.01 | $1,633,367.50 |
DisclosureSEC source: 0001209191-19-056860 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,615 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 14:18 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,000 | $160.00 | $960,000.00 |
DisclosureSEC source: 0001209191-19-045686 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,865 F1 · kind: These shares were sold pursuant to a trading plan previously adopted by the reporting person in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 07, 2019 Filed Aug 9, 2019 13:32 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,000 | $155.00 | $775,000.00 |
DisclosureSEC source: 0001209191-19-045255 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,865 F1 · kind: These shares were sold pursuant to a trading plan previously adopted by the reporting person in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 16:24 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,000 | $150.00 | $600,000.00 |
DisclosureSEC source: 0001209191-19-036308 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,865 F1 · kind: These shares were sold pursuant to a trading plan previously adopted by the reporting person in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 19:28 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 10,250 | $147.41 | $1,510,952.50 |
DisclosureSEC source: 0001209191-19-034693 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,865 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $147.40 and $147.44 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 price range. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:23 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,045 | $145.62 | $152,172.90 |
DisclosureSEC source: 0001209191-19-031380 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,115 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| April 30, 2019 Filed May 2, 2019 17:15 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 3,450 | $145.00 | $500,250.00 |
DisclosureSEC source: 0001209191-19-026934 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,160 F1 · kind: These shares were sold pursuant to a trading plan previously adopted by the reporting person in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 20:07 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 17,750 | $0.00 Strike: $133.90 | $0.00 |
DisclosureSEC source: 0001209191-19-015448 · doc4.xml · derivative · entry 6 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,129 Underlying: Common Shares · 17,750 shares Expires 2029-02-28 F4 · kind: 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 · 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 28, 2019 Filed Mar 4, 2019 20:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015448 · doc4.xml · nonDerivative · entry 5 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,610 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 28, 2019 Filed Mar 4, 2019 20:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 3,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015448 · doc4.xml · nonDerivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,182 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 28, 2019 Filed Mar 4, 2019 20:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015448 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,447 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 28, 2019 Filed Mar 4, 2019 20:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015448 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,254 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 28, 2019 Filed Mar 4, 2019 20:07 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015448 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,265 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 |
| February 23, 2019 Filed Feb 26, 2019 15:36 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 424 | $134.51 | $57,032.24 |
DisclosureSEC source: 0001209191-19-013309 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,939 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 15:36 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 379 | $134.51 | $50,979.29 |
DisclosureSEC source: 0001209191-19-013309 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,363 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:48 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionRestricted Stock Units · Derivative | 5,134 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063442 · doc4.xml · derivative · entry 6 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,134 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Reflects Restricted Stock Units which cliff vested on December 17, 2018. Restricted Stock Units convert into Common Shares on a one-for-one basis. F3 · derivative.expiration_date: Reflects Restricted Stock Units which cliff vested on December 17, 2018. Restricted Stock Units convert into Common Shares on a one-for-one basis. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:48 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionPerformance Units · Derivative | 15,404 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063442 · doc4.xml · derivative · entry 5 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,404 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Reflects Performance Units which cliff vested on December 17, 2018. Performance Units convert into Common Shares on a one-for-one basis. F2 · derivative.expiration_date: Reflects Performance Units which cliff vested on December 17, 2018. Performance Units convert into Common Shares on a one-for-one basis. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:48 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 2,781 | $127.63 | $354,939.03 |
DisclosureSEC source: 0001209191-18-063442 · doc4.xml · nonDerivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,742 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:48 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 5,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063442 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,523 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:48 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 8,103 | $127.63 | $1,034,185.89 |
DisclosureSEC source: 0001209191-18-063442 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,389 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:48 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 15,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-063442 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 16:24 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 61 | $140.04 | $8,542.44 |
DisclosureSEC source: 0001209191-18-044663 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 1 Disclosed balance after: 0 Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 16:24 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 65 | $140.04 | $9,102.60 |
DisclosureSEC source: 0001209191-18-044663 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By SLAT Disclosed balance after: 0 F1 · ownership.nature: Spousal lifetime access trust. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:56 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,047 | $134.45 | $140,769.15 |
DisclosureSEC source: 0001209191-18-031935 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,088 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| March 23, 2018 Filed Jun 11, 2018 19:33 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7 | $135.66 | $949.64 |
DisclosureSEC source: 0001209191-18-036898 · doc4.xml · nonDerivative · entry 7 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust 2 Disclosed balance after: 0 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 20:09 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 11,549 | $144.01 | $1,663,171.49 |
DisclosureSEC source: 0001209191-18-013822 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,260 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2018 Filed Mar 6, 2018 19:43 UTC Amendment | Chubb Ltd CB · Entity 1639 | Exercise / conversionPerformance Share Units · Derivative | 20,156 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017149 · doc4a.xml · derivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,404 Underlying: Common Shares · 20,156 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Reflects Performance Units which cliff vest on February 25, 2018. Performance Units convert into Common Shares on a one-for-one basis. F3 · derivative.expiration_date: Reflects Performance Units which cliff vest on February 25, 2018. Performance Units convert into Common Shares on a one-for-one basis. Read SEC document |
| February 25, 2018 Filed Mar 6, 2018 19:43 UTC Amendment | Chubb Ltd CB · Entity 1639 | Exercise / conversionRestricted Stock Units · Derivative | 6,719 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017149 · doc4a.xml · derivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,134 Underlying: Common Shares · 6,719 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Reflects Restricted Stock Units which cliff vested on February 25, 2018. Restricted Stock Units convert into Common Shares on a one-for-one basis. F1 · derivative.expiration_date: Reflects Restricted Stock Units which cliff vested on February 25, 2018. Restricted Stock Units convert into Common Shares on a one-for-one basis. Read SEC document |
| February 25, 2018 Filed Mar 6, 2018 19:43 UTC Amendment | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 20,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017149 · doc4a.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Reflects Performance Units which cliff vest on February 25, 2018. Performance Units convert into Common Shares on a one-for-one basis. Read SEC document |
| February 25, 2018 Filed Mar 6, 2018 19:43 UTC Amendment | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 6,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017149 · doc4a.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,979 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects Restricted Stock Units which cliff vested on February 25, 2018. Restricted Stock Units convert into Common Shares on a one-for-one basis. F2 · balance_after: On February 27, 2018, the reporting person filed a Form 4 reporting the withholding of shares to pay tax liability but due to an administrative error the vesting of the Restricted Stock Units and Performance Units and the related acquisition of common shares that triggered such liability were omitted. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 20:09 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 650 | $144.01 | $93,606.50 |
DisclosureSEC source: 0001209191-18-013822 · doc4.xml · nonDerivative · entry 1 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,809 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 15,753 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-18-013531 · doc4.xml · derivative · entry 4 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,379 Underlying: Common Shares · 15,753 shares Expires 2028-02-22 F5 · kind: 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 · 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. F6 · balance_after: Total excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013531 · doc4.xml · nonDerivative · entry 3 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,459 F4 · 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 22, 2018 Filed Feb 26, 2018 23:04 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013531 · doc4.xml · nonDerivative · entry 2 KRUMP PAUL J · CIK 0001191204 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,850 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. 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.