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 |
|---|---|---|---|---|---|---|
| February 22, 2020 Filed Feb 25, 2020 14:53 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 471 | $163.75 | $77,126.25 |
DisclosureSEC source: 0001209191-20-012352 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,566.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:54 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 6,000 | $158.15 | $948,900.00 |
DisclosureSEC source: 0001209191-19-046037 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,037.2 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $158.15 and $159.14 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 23, 2019 Filed May 28, 2019 17:43 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 10,400 | $146.37 | $1,522,248.00 |
DisclosureSEC source: 0001209191-19-032919 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,037.2 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $146.29 and $146.44 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 | 7,828 | $145.62 | $1,139,913.36 |
DisclosureSEC source: 0001209191-19-031382 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,437.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 15:22 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 17,879 | $134.95 | $2,412,771.05 |
DisclosureSEC source: 0001209191-19-019617 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,265.2 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $134.76 and $135.11 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 |
| February 28, 2019 Filed Mar 4, 2019 20:09 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 24,269 | $0.00 Strike: $133.90 | $0.00 |
DisclosureSEC source: 0001209191-19-015451 · doc4.xml · derivative · entry 7 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,595 Underlying: Common Shares · 24,269 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 20:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015451 · doc4.xml · nonDerivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,144.2 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 28, 2019 Filed Mar 4, 2019 20:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 1,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015451 · doc4.xml · nonDerivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,930.2 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 28, 2019 Filed Mar 4, 2019 20:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015451 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,062.2 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 28, 2019 Filed Mar 4, 2019 20:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 10,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015451 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,962.2 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 28, 2019 Filed Mar 4, 2019 20:09 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015451 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,039.2 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 26, 2019 Filed Feb 28, 2019 14:40 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 852 | $135.17 | $115,164.84 |
DisclosureSEC source: 0001209191-19-014351 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,757.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 14:57 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 714 | $135.37 | $96,654.18 |
DisclosureSEC source: 0001209191-19-013925 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,609.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 15:37 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 500 | $134.51 | $67,255.00 |
DisclosureSEC source: 0001209191-19-013311 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,323.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 15:37 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 443 | $134.51 | $59,587.93 |
DisclosureSEC source: 0001209191-19-013311 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,823.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 9,528 | $134.45 | $1,281,039.60 |
DisclosureSEC source: 0001209191-18-031940 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,266.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:58 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,164 | $144.19 | $167,837.16 |
DisclosureSEC source: 0001209191-18-014929 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,794.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 19:22 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 724 | $146.14 | $105,805.36 |
DisclosureSEC source: 0001209191-18-014391 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,958.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 21:06 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 744 | $144.01 | $107,143.44 |
DisclosureSEC source: 0001209191-18-013854 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,682.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:06 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 518 | $144.01 | $74,597.18 |
DisclosureSEC source: 0001209191-18-013854 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,426.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:05 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 21,412 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-18-013533 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,326 Underlying: Common Shares · 21,412 shares Expires 2028-02-22 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 22, 2018 Filed Feb 26, 2018 23:05 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 6,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013533 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,944.2 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 22, 2018 Filed Feb 26, 2018 23:05 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 9,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013533 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,681.2 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 22, 2018 Filed Feb 26, 2018 23:05 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 6,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013533 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,045.2 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 |
| October 19, 2017 Filed Oct 23, 2017 13:20 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 16,674 | $152.02 | $2,534,781.48 |
DisclosureSEC source: 0001209191-17-057701 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,621.2 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 $152.00 and $152.025 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. F3 · balance_after: Total includes 171 shares purchased on 6/30/2017 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of rule 16b-3. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:18 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 9,430 | $138.56 | $1,306,620.80 |
DisclosureSEC source: 0001209191-17-034182 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,124.2 F2 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:18 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034182 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Group* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,554.2 F1 · price: Represents a fully vested premium award pursuant to a Chubb Limited long-term incentive plan, which meets the requirements of Rule 16b-3. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 15:41 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,985 | $0.00 Strike: $50.37 | $0.00 |
DisclosureSEC source: 0001209191-17-019114 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,914 Underlying: Common Shares · 1,985 shares Expires 2020-02-25 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. F3 · derivative.exercise_date: The stock options vested in equal installments on February 25, 2011, February 25, 2012 and February 25, 2013. F4 · balance_after: All options of this tranche have been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 15:41 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,658 | $0.00 Strike: $60.28 | $0.00 |
DisclosureSEC source: 0001209191-17-019114 · doc4.xml · derivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,899 Underlying: Common Shares · 1,658 shares Expires 2018-02-27 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 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2009, February 27, 2010 and February 27, 2011. F2 · balance_after: All options of this tranche have been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 15:41 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,985 | $50.37 | $99,984.45 |
DisclosureSEC source: 0001209191-17-019114 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,192.2 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 |
| March 07, 2017 Filed Mar 8, 2017 15:41 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,658 | $60.28 | $99,944.24 |
DisclosureSEC source: 0001209191-17-019114 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,207.2 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 |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 4,337 | $0.00 Strike: $62.64 | $0.00 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · derivative · entry 13 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,557 Underlying: Common Shares · 4,337 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. F12 · derivative.exercise_date: The stock options vested in equal installments on February 24, 2012, February 24, 2013 and February 24, 2014. F13 · balance_after: 7,640 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 1,576 | $0.00 Strike: $63.42 | $0.00 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · derivative · entry 12 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,894 Underlying: Common Shares · 1,576 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. F10 · derivative.exercise_date: The stock options vested on August 11, 2015. F11 · balance_after: 4,337 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 11,663 | $0.00 Strike: $50.37 | $0.00 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · derivative · entry 11 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,470 Underlying: Common Shares · 11,663 shares Expires 2020-02-25 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. F8 · derivative.exercise_date: The stock options vested in equal installments on February 25, 2011, February 25, 2012 and February 25, 2013. F9 · balance_after: 1,985 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOptions to Acquire Common Shares · Derivative | 8,972 | $0.00 Strike: $60.28 | $0.00 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · derivative · entry 10 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,133 Underlying: Common Shares · 8,972 shares Expires 2018-02-27 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. F6 · derivative.exercise_date: The stock options vested in equal installments on February 27, 2009, February 27, 2010 and February 27, 2011. F7 · balance_after: 1,658 options of this tranche have not been exercised. Total also includes options from other tranches with different exercise prices, vesting dates and expiration dates. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 4,337 | $138.66 | $601,368.42 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 8 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,549.2 F2 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F5 · price: The Common Shares reported herein as being sold were sold at a range of between $138.11 and $139.04 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. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 11,663 | $138.66 | $1,617,191.58 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 7 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,886.2 F2 · kind: Sale of Common Shares in connection with broker-assisted cashless exercise of options. F4 · price: The Common Shares reported herein as being sold were sold at a range of between $138.0501 and $139.04 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. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 8,972 | $138.67 | $1,244,147.24 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 6 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,549.2 F2 · 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 $138.06 and $139.04 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. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 1,576 | $63.42 | $99,949.92 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,521.2 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 |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 4,337 | $62.64 | $271,669.68 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 4 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,945.2 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 |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 11,663 | $50.37 | $587,465.31 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,608.2 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 |
| March 01, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 8,972 | $60.28 | $540,832.16 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,945.2 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 |
| February 28, 2017 Filed Mar 2, 2017 20:14 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,263 | $138.17 | $174,508.71 |
DisclosureSEC source: 0001209191-17-016458 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,973.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:24 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 920 | $137.61 | $126,601.20 |
DisclosureSEC source: 0001209191-17-015723 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,236.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 18:35 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 791 | $138.41 | $109,482.31 |
DisclosureSEC source: 0001209191-17-015136 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,156.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:35 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 796 | $138.41 | $110,174.36 |
DisclosureSEC source: 0001209191-17-015136 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,947.2 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 23,957 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014816 · doc4.xml · derivative · entry 5 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,105 Underlying: Common Shares · 23,957 shares Expires 2027-02-23 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 includes options from other tranches with different exercise prices, vesting and expiration dates. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014816 · doc4.xml · nonDerivative · entry 3 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,743.2 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 23, 2017 Filed Feb 27, 2017 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 10,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014816 · doc4.xml · nonDerivative · entry 2 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,736.2 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 |
| February 23, 2017 Filed Feb 27, 2017 21:52 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014816 · doc4.xml · nonDerivative · entry 1 Lupica John J · CIK 0001527836 · Vice Chrm, Chubb Limited* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,956.2 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. F2 · balance_after: Total includes 191 shares purchased on 6/30/2016 pursuant to the Chubb Ltd. Employee Stock Purchase Plan which meets the requirements of rule 16b-3. 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.