Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Vice Chrm, Chubb Group* | November 14, 2025 | November 18, 2025 |
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 November 14, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 74,225.2 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Sale · Disposed 16,375 · Balance 74,225.2 F1: The Common Shares reported herein as being sold were sold at a range of between $296.08 and $296.79 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. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust for Wife | 78,700 |
Reported balance
Holding disclosure · report date 2025-11-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 78,700 |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust for Descendants | 10,000 |
Reported balance
Holding disclosure · report date 2025-11-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The Common Shares reported herein as being sold were sold at a range of between $296.08 and $296.79 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.
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 |
|---|---|---|---|---|---|---|
| November 14, 2025 Filed Nov 18, 2025 17:21 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 16,375 | $296.45 | $4,854,368.75 |
DisclosureSEC source: 0001213900-25-111888 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,225.2 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $296.08 and $296.79 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 |
| October 27, 2025 Filed Oct 29, 2025 18:31 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 23,698 | $0.00 Strike: $118.39 | $0.00 |
DisclosureSEC source: 0001213900-25-103409 · ownership.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 23,698 shares Expires 2026-02-25 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: Options vested as follows: 1/3 on February 25, 2017, 1/3 on February 25, 2018 and 1/3 on February 25, 2019. Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 18:31 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 23,698 | $281.00 | $6,659,138.00 |
DisclosureSEC source: 0001213900-25-103409 · ownership.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,600.2 Read SEC document |
| October 27, 2025 Filed Oct 29, 2025 18:31 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 23,698 | $118.39 | $2,805,606.22 |
DisclosureSEC source: 0001213900-25-103409 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,298.2 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 · balance_after: Total includes 86 Common Shares purchased on 6/30/2025 pursuant to the Chubb Ltd. Employee Stock Purchase Plan, which meets the requirements of Rule 16b-3. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 2,907 | $0.00 Strike: $118.39 | $0.00 |
DisclosureSEC source: 0001213900-25-061411 · ownership.xml · derivative · entry 7 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,698 Underlying: Common Shares · 2,907 shares Expires 2026-02-25 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. F5 · derivative.exercise_date: Options vested as follows: 1/3 on February 25, 2017, 1/3 on February 25, 2018 and 1/3 on February 25, 2019. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 666 | $289.59 | $192,866.94 |
DisclosureSEC source: 0001213900-25-061411 · ownership.xml · nonDerivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,514.2 F4 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 2,606 | $290.04 | $755,844.24 |
DisclosureSEC source: 0001213900-25-061411 · ownership.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,180.2 F1 · kind: The options were exercised and the shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, on March 19, 2025. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $290.00 and $290.36 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 |
| July 01, 2025 Filed Jul 3, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 2,907 | $290.07 | $843,233.49 |
DisclosureSEC source: 0001213900-25-061411 · ownership.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,786.2 F1 · kind: The options were exercised and the shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, on March 19, 2025. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $290.00 and $290.31 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 |
| July 01, 2025 Filed Jul 3, 2025 18:33 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 2,907 | $118.39 | $344,159.73 |
DisclosureSEC source: 0001213900-25-061411 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,693.2 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 · kind: The options were exercised and the shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, on March 19, 2025. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:40 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 12,093 | $292.05 | $3,531,760.65 |
DisclosureSEC source: 0001213900-25-045303 · ownership.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,786.2 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 15, 2025 Filed May 19, 2025 18:40 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-045303 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,879.2 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 22:54 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 17,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020823 · ownership.xml · derivative · entry 6 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,952 Underlying: Common Shares · 17,476 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:54 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 17,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020823 · ownership.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,476 Underlying: Common Shares · 17,476 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:54 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020823 · ownership.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,705.2 F2 · balance_after: 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 22:54 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-020823 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,763.2 F1 · balance_after: 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 |
| December 20, 2024 Filed Dec 23, 2024 21:19 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 871 | $0.00 Strike: $114.78 | $0.00 |
DisclosureSEC source: 0001213900-24-111905 · ownership.xml · derivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 871 shares Expires 2025-02-26 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: Options vested as follows: 1/3 on February 26, 2016, 1/3 on February 26, 2017 and 1/3 on February 26, 2018. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 21:19 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 871 | $114.78 | $99,973.38 |
DisclosureSEC source: 0001213900-24-111905 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,821.2 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 |
| September 03, 2024 Filed Sep 5, 2024 15:14 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 3,208 | $286.49 | $919,059.92 |
DisclosureSEC source: 0001213900-24-075868 · ownership.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,950.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F5 · price: The Common Shares reported herein as being sold were sold at a range of between $286.30 and $286.705 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 |
| September 03, 2024 Filed Sep 5, 2024 15:14 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,952 | $285.69 | $1,700,426.88 |
DisclosureSEC source: 0001213900-24-075868 · ownership.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 107,158.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F4 · price: The Common Shares reported herein as being sold were sold at a range of between $285.20 and $286.195 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 |
| September 03, 2024 Filed Sep 5, 2024 15:14 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,840 | $284.74 | $1,662,881.60 |
DisclosureSEC source: 0001213900-24-075868 · ownership.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,110.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $284.20 and $285.19 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. F3 · balance_after: Total includes 98 shares purchased on 06/30/2024 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of Rule 16b-3. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 12:01 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 667 | $254.82 | $169,964.94 |
DisclosureSEC source: 0001213900-24-058797 · marketforms-66479.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,852.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| May 16, 2024 Filed May 20, 2024 17:05 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 11,418 | $264.88 | $3,024,399.84 |
DisclosureSEC source: 0001213900-24-045045 · marketforms-65957.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,519.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 21:30 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 25,479 | $0.00 Strike: $114.78 | $0.00 |
DisclosureSEC source: 0001213900-24-024864 · marketforms-65287.xml · derivative · entry 8 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 167,150 Underlying: Common Shares · 25,479 shares Expires 2025-02-26 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 · kind: These options were exercised and the resulting shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F6 · derivative.exercise_date: The options vested in equal installments on February 26, 2016, February 26, 2017 and February 26, 2018. F7 · balance_after: There are 871 options remaining in this tranche. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 21:30 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,987 | $259.64 | $1,294,824.68 |
DisclosureSEC source: 0001213900-24-024864 · marketforms-65287.xml · nonDerivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 130,937.2 F5 · price: The Common Shares reported herein as being sold were sold at a range of between $259.425 and $259.520 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 |
| March 19, 2024 Filed Mar 21, 2024 21:30 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 3,998 | $258.36 | $1,032,923.28 |
DisclosureSEC source: 0001213900-24-024864 · marketforms-65287.xml · nonDerivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,924.2 F4 · price: The Common Shares reported herein as being sold were sold at a range of between $258.21 and $258.41 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 |
| March 19, 2024 Filed Mar 21, 2024 21:30 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 2,005 | $259.49 | $520,277.45 |
DisclosureSEC source: 0001213900-24-024864 · marketforms-65287.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,922.2 F1 · kind: These options were exercised and the resulting shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $259.41 and $259.69 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 |
| March 19, 2024 Filed Mar 21, 2024 21:30 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 23,474 | $258.82 | $6,075,540.68 |
DisclosureSEC source: 0001213900-24-024864 · marketforms-65287.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 141,927.2 F1 · kind: These options were exercised and the resulting shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $258.40 and $259.40 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 |
| March 19, 2024 Filed Mar 21, 2024 21:30 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 25,479 | $114.78 | $2,924,479.62 |
DisclosureSEC source: 0001213900-24-024864 · marketforms-65287.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,401.2 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 · kind: These options were exercised and the resulting shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 497 | $254.87 | $126,670.39 |
DisclosureSEC source: 0001213900-24-018412 · marketforms-64985.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,922.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 18,806 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001213900-24-018153 · marketforms-64966.xml · derivative · entry 6 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,612 Underlying: Common Shares · 18,806 shares Expires not disclosed F4 · price: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.exercise_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F4 · derivative.expiration_date: Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F5 · balance_after: Total includes PSUs from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantPerformance Stock Units · Derivative | 18,806 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001213900-24-018153 · marketforms-64966.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,806 Underlying: Common Shares · 18,806 shares Expires not disclosed F3 · price: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.exercise_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. F3 · derivative.expiration_date: Award of performance stock units ("PSUs") pursuant to the Plan that vests in whole or in part on the third anniversary of the award subject to the satisfaction of certain service and performance-based criteria. Each PSU represents a contingent right to receive one Common Share, and any PSUs that have not vested at the third anniversary of the award will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018153 · marketforms-64966.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,419.2 F2 · 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 23:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-018153 · marketforms-64966.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,329.2 F1 · 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 |
| November 06, 2023 Filed Nov 8, 2023 12:43 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 9,221 | $219.23 | $2,021,519.83 |
DisclosureSEC source: 0001209191-23-054651 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 136,239.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $218.87 and $219.87 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 06, 2023 Filed Nov 8, 2023 12:43 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 8,589 | $218.26 | $1,874,635.14 |
DisclosureSEC source: 0001209191-23-054651 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,460.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $217.80 and $218.74 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 |
| July 27, 2023 Filed Jul 31, 2023 14:54 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 8,398 | $211.74 | $1,778,192.52 |
DisclosureSEC source: 0001209191-23-043746 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,049.2 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $211.66 and $211.7924 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. F2 · balance_after: Total includes 113 shares purchased on 6/30/2023 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of rule 16b-3. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 17:25 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 667 | $192.56 | $128,437.52 |
DisclosureSEC source: 0001209191-23-040853 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,334.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| May 17, 2023 Filed May 19, 2023 14:24 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 7,484 | $198.93 | $1,488,792.12 |
DisclosureSEC source: 0001209191-23-030893 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,001.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 19:46 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 513 | $211.02 | $108,253.26 |
DisclosureSEC source: 0001209191-23-014516 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,485.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 16:33 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 495 | $211.68 | $104,781.60 |
DisclosureSEC source: 0001209191-23-013989 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,998.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:01 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 23,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013247 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,493.2 F2 · 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 22:01 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 23,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013247 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,523.2 F1 · 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. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 14:50 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 7,949 | $222.00 | $1,764,678.00 |
DisclosureSEC source: 0001209191-22-059280 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,553.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 14:50 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,584 | $220.00 | $1,228,480.00 |
DisclosureSEC source: 0001209191-22-059280 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,502.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 14:50 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 13,467 | $218.01 | $2,935,940.67 |
DisclosureSEC source: 0001209191-22-059280 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,086.2 F1 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended F2 · price: The Common Shares reported herein as being sold were sold at a range of between $218.00 and $218.07 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. F3 · balance_after: Total includes 127 shares purchased on 6/30/2022 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of rule 16b-3. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 17:52 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 667 | $197.92 | $132,012.64 |
DisclosureSEC source: 0001209191-22-040993 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,426.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| May 19, 2022 Filed May 20, 2022 14:49 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 12,004 | $205.41 | $2,465,741.64 |
DisclosureSEC source: 0001209191-22-030850 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,093.2 F2 · kind: These shares were sold in compliance with a qualified selling plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended Read SEC document |
| May 18, 2022 Filed May 20, 2022 14:49 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 9,101 | $207.31 | $1,886,728.31 |
DisclosureSEC source: 0001209191-22-030850 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,097.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 20:07 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,033 | $0.00 Strike: $96.76 | $0.00 |
DisclosureSEC source: 0001209191-22-021584 · doc4.xml · derivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,629 Underlying: Common Shares · 1,033 shares Expires 2024-02-27 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 · kind: These options were exercised in compliance with a qualified plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. F2 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2015, February 27, 2016 and February 27, 2017. F3 · balance_after: All options of this tranche have been exercised. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 20:07 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,033 | $96.76 | $99,953.08 |
DisclosureSEC source: 0001209191-22-021584 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,198.2 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 · kind: These options were exercised in compliance with a qualified plan adopted by the reporting person pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. 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.