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 |
|---|---|---|---|---|---|---|
| March 22, 2022 Filed Mar 24, 2022 10:11 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 22,436 | $0.00 Strike: $96.76 | $0.00 |
DisclosureSEC source: 0001209191-22-020841 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,662 Underlying: Common Shares · 22,436 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 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 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2015, February 27, 2016 and February 27, 2017. F3 · balance_after: There are 1,033 options remaining in this tranche. Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 10:11 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 22,436 | $215.00 | $4,823,740.00 |
DisclosureSEC source: 0001209191-22-020841 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,165.2 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. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 10:11 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 22,436 | $96.76 | $2,170,907.36 |
DisclosureSEC source: 0001209191-22-020841 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,601.2 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 28, 2022 Filed Mar 1, 2022 19:06 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 805 | $203.64 | $163,930.20 |
DisclosureSEC source: 0001209191-22-013914 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,165.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 27, 2022 Filed Mar 1, 2022 19:06 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 774 | $207.02 | $160,233.48 |
DisclosureSEC source: 0001209191-22-013914 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,970.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:37 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 25,121 | $0.00 Strike: $199.03 | $0.00 |
DisclosureSEC source: 0001209191-22-013727 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,098 Underlying: Common Shares · 25,121 shares Expires 2032-02-24 F3 · 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. F3 · 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. F4 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:37 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 12,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013727 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,744.2 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 24, 2022 Filed Feb 28, 2022 22:37 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 18,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013727 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,497.2 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 |
| February 23, 2022 Filed Feb 24, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 901 | $204.39 | $184,155.39 |
DisclosureSEC source: 0001209191-22-012559 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,655.2 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 |
| February 22, 2022 Filed Feb 24, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 704 | $203.09 | $142,975.36 |
DisclosureSEC source: 0001209191-22-012559 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,556.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| January 10, 2022 Filed Jan 11, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,171 | $0.00 Strike: $85.39 | $0.00 |
DisclosureSEC source: 0001209191-22-002789 · doc4.xml · derivative · entry 7 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,977 Underlying: Common Shares · 1,171 shares Expires 2023-02-28 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 · 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. F4 · derivative.exercise_date: The stock options vested in equal installments on February 28, 2014, February 28, 2015 and February 28, 2016. F6 · 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 |
| January 10, 2022 Filed Jan 11, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,171 | $85.39 | $99,991.69 |
DisclosureSEC source: 0001209191-22-002789 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,260.2 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. F3 · 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 |
| January 07, 2022 Filed Jan 11, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 16,882 | $0.00 Strike: $85.39 | $0.00 |
DisclosureSEC source: 0001209191-22-002789 · doc4.xml · derivative · entry 6 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,148 Underlying: Common Shares · 16,882 shares Expires 2023-02-28 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. F4 · derivative.exercise_date: The stock options vested in equal installments on February 28, 2014, February 28, 2015 and February 28, 2016. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 16,882 | $200.00 | $3,376,400.00 |
DisclosureSEC source: 0001209191-22-002789 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,089.2 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. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 15:55 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 16,882 | $85.39 | $1,441,553.98 |
DisclosureSEC source: 0001209191-22-002789 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,971.2 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. F2 · balance_after: Total includes 157 shares purchased on 6/30/2021 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of rule 16b-3. Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 12:04 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 10,140 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001209191-21-051315 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,030 Underlying: Common Shares · 10,140 shares Expires 2022-02-23 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. F2 · derivative.exercise_date: The stock options vested in equal installments on February 23, 2013, February 23, 2014 and February 23, 2015. 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 |
| August 11, 2021 Filed Aug 13, 2021 12:04 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 10,140 | $180.00 | $1,825,200.00 |
DisclosureSEC source: 0001209191-21-051315 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,932.2 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. Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 12:04 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 10,140 | $73.35 | $743,769.00 |
DisclosureSEC source: 0001209191-21-051315 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,072.2 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 |
| July 01, 2021 Filed Jul 6, 2021 13:03 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 6,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045233 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,932.2 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan. Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| May 19, 2021 Filed May 21, 2021 15:43 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 6,878 | $166.10 | $1,142,435.80 |
DisclosureSEC source: 0001209191-21-034799 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,752.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 13:54 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,363 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001209191-21-021232 · doc4.xml · derivative · entry 7 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,170 Underlying: Common Shares · 1,363 shares Expires 2022-02-23 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 · derivative.exercise_date: The stock options vested in equal installments on February 23, 2013, February 23, 2014 and February 23, 2015. F5 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 13:54 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 4,337 | $0.00 Strike: $63.42 | $0.00 |
DisclosureSEC source: 0001209191-21-021232 · doc4.xml · derivative · entry 6 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,533 Underlying: Common Shares · 4,337 shares Expires 2021-08-11 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 · 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 15, 2021 Filed Mar 17, 2021 13:54 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,363 | $73.35 | $99,976.05 |
DisclosureSEC source: 0001209191-21-021232 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,630.2 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. F2 · 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 |
| March 15, 2021 Filed Mar 17, 2021 13:54 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,337 | $175.03 | $759,105.11 |
DisclosureSEC source: 0001209191-21-021232 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,267.2 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. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 13:54 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 4,337 | $63.42 | $275,052.54 |
DisclosureSEC source: 0001209191-21-021232 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,604.2 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 28, 2021 Filed Mar 2, 2021 18:44 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 679 | $162.58 | $110,391.82 |
DisclosureSEC source: 0001209191-21-015713 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,267.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 18:44 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 500 | $162.58 | $81,290.00 |
DisclosureSEC source: 0001209191-21-015713 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,946.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:46 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 21,400 | $0.00 Strike: $164.94 | $0.00 |
DisclosureSEC source: 0001209191-21-015351 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,870 Underlying: Common Shares · 21,400 shares Expires 2031-02-25 F3 · 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. F3 · 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. F4 · balance_after: Total includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:46 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 10,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015351 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,446.2 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 25, 2021 Filed Mar 1, 2021 22:46 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 16,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015351 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,012.2 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 |
| February 23, 2021 Filed Feb 25, 2021 18:00 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 509 | $168.75 | $85,893.75 |
DisclosureSEC source: 0001209191-21-014223 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,960.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 20:02 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 452 | $168.56 | $76,189.12 |
DisclosureSEC source: 0001209191-21-013717 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,469.2 F1 · shares: Common Shares withheld to pay tax liability. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 15:36 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009512 · doc4.xml · nonDerivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Descendants Disclosed balance after: 10,000 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 15:36 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009512 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,921.2 Read SEC document |
| November 24, 2020 Filed Feb 11, 2021 15:36 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009512 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for Wife Disclosed balance after: 78,700 Read SEC document |
| November 24, 2020 Filed Feb 11, 2021 15:36 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009512 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,921.2 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 14:34 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 6,044 | $0.00 Strike: $62.64 | $0.00 |
DisclosureSEC source: 0001209191-20-057082 · doc4.xml · derivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,470 Underlying: Common Shares · 6,044 shares Expires 2021-02-24 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. F3 · derivative.exercise_date: The stock options vested in equal installments on February 24, 2012, February 24, 2013 and February 24, 2014. F4 · 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 |
| November 03, 2020 Filed Nov 5, 2020 14:34 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,044 | $138.00 | $834,072.00 |
DisclosureSEC source: 0001209191-20-057082 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,921.2 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. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 14:34 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 6,044 | $62.64 | $378,596.16 |
DisclosureSEC source: 0001209191-20-057082 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,965.2 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. F2 · balance_after: Total includes 160 shares purchased on 6/30/2020 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of rule 16b-3. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 14:33 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,596 | $0.00 Strike: $62.64 | $0.00 |
DisclosureSEC source: 0001209191-20-048189 · doc4.xml · derivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,514 Underlying: Common Shares · 1,596 shares Expires 2021-02-24 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 24, 2012, February 24, 2013 and February 24, 2014. 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 6,044. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 14:33 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,596 | $62.64 | $99,973.44 |
DisclosureSEC source: 0001209191-20-048189 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,761.2 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 |
| May 19, 2020 Filed May 21, 2020 21:08 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 20,255 | $102.03 | $2,066,617.65 |
DisclosureSEC source: 0001209191-20-031352 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,165.2 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 19, 2020 Filed May 21, 2020 21:08 UTC | Chubb Ltd CB · Entity 1639 | Disposition to issuerCommon Shares | 1,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031352 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,420.2 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 Long-Term Incentive Plan. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 19:29 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 766 | $145.03 | $111,092.98 |
DisclosureSEC source: 0001209191-20-014979 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,031.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:32 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 23,515 | $0.00 Strike: $150.11 | $0.00 |
DisclosureSEC source: 0001209191-20-014648 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,110 Underlying: Common Shares · 23,515 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. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:32 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 6,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014648 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,797.2 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 22:32 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 10,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014648 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,918.2 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 22:32 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014648 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,335.2 F1 · price: Restricted stock award pursuant to Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests as follows: 1/4 on the first anniversary of the date of the award, 1/4 on the second anniversary of the date of the award, 1/4 on the third anniversary of the date of the award and 1/4 on the fourth anniversary of the date of the award. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 18:54 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 756 | $157.21 | $118,850.76 |
DisclosureSEC source: 0001209191-20-013330 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,280.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 14:53 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 530 | $163.75 | $86,787.50 |
DisclosureSEC source: 0001209191-20-012352 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,036.2 F1 · kind: Common Shares being withheld in order to pay tax liability. 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.