Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chubb LtdCB · Entity 1639 | Executive Vice President* | May 30, 2019 | June 03, 2019 |
| EVEREST GROUP, LTD.EG · Entity 3370 | President and CEO | September 18, 2024 | September 20, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Chubb Ltd
Report date May 30, 2019 · Filed June 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 113,479 |
Reported balance
After 2019-05-30 transaction · row 1
1 source rowRow 1 · 2019-05-30 · Sale · Disposed 5,000 · Balance 113,479 F1: The sale price reported above has been rounded to the nearest cent. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale price reported above has been rounded to the nearest cent.
EVEREST GROUP, LTD.
Report date September 18, 2024 · Filed September 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 57,529 |
Reported balance
After 2024-09-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-09-18 · Tax withholding · Disposed 3,927 · Balance 57,529 F1: Common shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/24. |
Filing footnotes · ownership attribution and instrument terms
F1: Common shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/24.
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 |
|---|---|---|---|---|---|---|
| September 18, 2024 Filed Sep 20, 2024 20:28 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 3,927 | $389.47 | $1,529,448.69 |
DisclosureSEC source: 0001457231-24-000012 · wk-form4_1726864079.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,529 F1 · security: Common shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/24. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:50 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 4,733 | $386.65 | $1,829,992.20 |
DisclosureSEC source: 0001457231-24-000010 · wk-form4_1710795018.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,456 F2 · security: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/23/2021. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:50 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 9,252 | $386.65 | $3,577,242.32 |
DisclosureSEC source: 0001457231-24-000010 · wk-form4_1710795018.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,189 F1 · security: Settlement in common shares of performance share units (PSU) granted on 2/23/2021. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:38 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 8,119 | $369.52 | $3,000,112.58 |
DisclosureSEC source: 0001457231-24-000008 · wk-form4_1709329102.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,937 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:46 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 693 | $370.06 | $256,448.12 |
DisclosureSEC source: 0001457231-24-000006 · wk-form4_1709156802.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,818 F1 · security: Common Shares used to pay withholding taxes on 1,354 restricted shares that were granted on 2/26/20 and vested on 2/26/24. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 610 | $370.47 | $225,985.97 |
DisclosureSEC source: 0001457231-24-000004 · wk-form4_1709069104.xml · nonDerivative · entry 3 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,511 F3 · security: Common Shares used to pay withholding taxes on 1,243 restricted shares that were granted on 2/23/23 and vested on 2/23/24. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 536 | $370.47 | $198,571.28 |
DisclosureSEC source: 0001457231-24-000004 · wk-form4_1709069104.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,121 F2 · security: Common Shares used to pay withholding taxes on 1,410 restricted shares that were granted on 2/23/22 and vested on 2/23/24. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:25 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 563 | $370.47 | $208,573.93 |
DisclosureSEC source: 0001457231-24-000004 · wk-form4_1709069104.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,657 F1 · security: Common Shares used to pay withholding taxes on 1,652 restricted shares that were granted on 2/23/21 and vested on 2/23/24. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 21:43 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | PurchaseCommon Shares | 720 | $349.72 | $251,798.40 |
DisclosureSEC source: 0001457231-24-000002 · wk-form4_1707774211.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,220 F1 · security: Shares purchased in the open market Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 19:07 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 3,927 | $379.85 | $1,491,651.32 |
DisclosureSEC source: 0001457231-23-000003 · wk-form4_1695236867.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,500 F1 · security: Common shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/23. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:08 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 3,494 | $340.44 | $1,189,492.47 |
DisclosureSEC source: 0001567619-23-005236 · doc1.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,427 F2 · security: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/26/2020. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 19:08 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 6,830 | $340.44 | $2,325,195.64 |
DisclosureSEC source: 0001567619-23-005236 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,921 F1 · security: Settlement in common shares of 6,830 performance share units (PSU) awarded on 2/26/2020. Read SEC document |
| February 26, 2023 Filed Mar 1, 2023 21:04 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 693 | $383.78 | $265,956.08 |
DisclosureSEC source: 0001567619-23-004030 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,091 F1 · security: Common Shares used to pay withholding taxes on 1,354 restricted shares that vested on 2/26/23. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:07 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 6,215 | $382.39 | $2,376,522.78 |
DisclosureSEC source: 0001567619-23-003865 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,784 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2024 (1,243 shares), February 23, 2025 (1,243 shares), February 23, 2026 (1,243 shares), February 23, 2027 (1,243 shares), February 23, 2028 (1,243 shares) Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 20:57 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 1,176 | $382.39 | $449,684.76 |
DisclosureSEC source: 0001567619-23-003834 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,569 F1 · security: Common Shares used to pay withholding taxes on 3,062 restricted shares that vested on 2/23/23. Read SEC document |
| September 18, 2022 Filed Sep 21, 2022 18:57 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 3,919 | $282.59 | $1,107,476.09 |
DisclosureSEC source: 0001567619-22-017682 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,745 F1 · security: Common shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/22. Read SEC document |
| February 26, 2022 Filed Mar 2, 2022 20:04 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 667 | $296.47 | $197,747.16 |
DisclosureSEC source: 0001567619-22-006046 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,664 F1 · security: Common Shares used to pay withholding taxes on 1,354 restricted shares that vested on 2/26/22. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:25 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 766 | $301.54 | $230,975.81 |
DisclosureSEC source: 0001567619-22-005637 · doc1.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,331 F2 · security: Common Shares used to pay withholding taxes on 1,652 restricted shares that vested on 2/23/22. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:25 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 7,050 | $301.54 | $2,125,821.75 |
DisclosureSEC source: 0001567619-22-005637 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,097 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2023 (1,410 shares), February 23, 2024 (1,410 shares), February 23, 2025 (1,410 shares), February 23, 2026 (1,410 shares), February 23, 2027 (1,410 shares). Read SEC document |
| September 18, 2021 Filed Oct 5, 2021 20:33 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 3,927 | $252.22 | $990,458.12 |
DisclosureSEC source: 0001567619-21-017940 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,047 F1 · security: Common Shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/21. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:30 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 425 | $240.22 | $102,093.50 |
DisclosureSEC source: 0001567619-21-005367 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,974 F1 · security: Common Shares used to pay withholding taxes on 1,354 restricted shares that vested on 2/26/21 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:14 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 8,260 | $242.24 | $2,000,902.40 |
DisclosureSEC source: 0001567619-21-004934 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,399 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2022 (1,652 shares), February 23, 2023 (1,652 shares), February 23, 2024 (1,652 shares), February 23, 2025 (1,652 shares), February 23, 2026 (1,652 shares) Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 18:23 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 4,011 | $203.48 | $816,168.31 |
DisclosureSEC source: 0001567619-20-016973 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,139 F1 · security: Common shares used to pay withholding taxes on 7,676 restricted shares that vested on 9/18/20 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:05 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 6,770 | $277.15 | $1,876,271.65 |
DisclosureSEC source: 0001567619-20-005182 · doc1.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,150 F1 · security: Restricted shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted shares will vest on February 26, 2021 (1,354 shares), February 26, 2022 (1,354 shares), February 26, 2023 (1,354 shares), February 26, 2024 (1,354 shares), February 26, 2025 (1,354 shares) Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 16:31 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,000 | $145.22 | $726,100.00 |
DisclosureSEC source: 0001209191-19-033784 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,479 F1 · price: The sale price reported above has been rounded to the nearest cent. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:19 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 4,891 | $145.62 | $712,227.42 |
DisclosureSEC source: 0001209191-19-031368 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,479 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 20:00 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 17,123 | $0.00 Strike: $133.90 | $0.00 |
DisclosureSEC source: 0001209191-19-015433 · doc4.xml · derivative · entry 4 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,287 Underlying: Common Shares · 17,123 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 20:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015433 · doc4.xml · nonDerivative · entry 3 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,370 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 20:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015433 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,360 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 20:00 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 5,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015433 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,653 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 14:32 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 472 | $135.17 | $63,800.24 |
DisclosureSEC source: 0001209191-19-014341 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,515 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 14:50 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 532 | $135.37 | $72,016.84 |
DisclosureSEC source: 0001209191-19-013913 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,987 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 15:26 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 408 | $134.51 | $54,880.08 |
DisclosureSEC source: 0001209191-19-013299 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,519 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 15:26 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 361 | $134.51 | $48,558.11 |
DisclosureSEC source: 0001209191-19-013299 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,927 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 16:58 UTC | Chubb Ltd CB · Entity 1639 | GiftCommon Shares | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-059655 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,288 Read SEC document |
| November 20, 2018 Filed Nov 21, 2018 16:58 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 40 | $132.95 | $5,318.00 |
DisclosureSEC source: 0001209191-18-059655 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,848 Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:47 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 5,730 | $134.45 | $770,398.50 |
DisclosureSEC source: 0001209191-18-031906 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,888 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:48 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 707 | $144.19 | $101,942.33 |
DisclosureSEC source: 0001209191-18-014913 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,618 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 19:04 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 472 | $146.14 | $68,978.08 |
DisclosureSEC source: 0001209191-18-014380 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,325 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 19:54 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 532 | $144.01 | $76,613.32 |
DisclosureSEC source: 0001209191-18-013807 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,797 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 19:54 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 408 | $144.01 | $58,756.08 |
DisclosureSEC source: 0001209191-18-013807 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,329 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:59 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 14,307 | $0.00 Strike: $143.07 | $0.00 |
DisclosureSEC source: 0001209191-18-013523 · doc4.xml · derivative · entry 4 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,164 Underlying: Common Shares · 14,307 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 22:59 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013523 · doc4.xml · nonDerivative · entry 3 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,737 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 22:59 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 6,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013523 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,552 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 22:59 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013523 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,114 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 21, 2018 Filed Feb 23, 2018 14:40 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionOption to Acquire Common Shares · Derivative | 9,373 | $0.00 Strike: $73.35 | $0.00 |
DisclosureSEC source: 0001209191-18-012813 · doc4.xml · derivative · entry 3 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,857 Underlying: Common Shares · 9,373 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 · price: The stock options vested in equal installments on February 23, 2013, February 23, 2014 and February 23, 2015. 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 dates and expiration dates. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 14:40 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 9,373 | $146.06 | $1,369,020.38 |
DisclosureSEC source: 0001209191-18-012813 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,822 F1 · price: The Common Shares reported herein as being sold were sold at a range of between $146.00 and $146.13 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 |
| February 21, 2018 Filed Feb 23, 2018 14:40 UTC | Chubb Ltd CB · Entity 1639 | Exercise / conversionCommon Shares | 9,373 | $73.35 | $687,509.55 |
DisclosureSEC source: 0001209191-18-012813 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,195 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 15:25 UTC | Chubb Ltd CB · Entity 1639 | SaleCommon Shares | 5,000 | $149.71 | $748,550.00 |
DisclosureSEC source: 0001209191-17-048038 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,822 F1 · price: The sale price reported above has been rounded to the nearest whole cent. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:07 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 3,037 | $138.56 | $420,806.72 |
DisclosureSEC source: 0001209191-17-034170 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,822 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.