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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 20:03 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 1,043 | $138.17 | $144,111.31 |
DisclosureSEC source: 0001209191-17-016433 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,309 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 19:16 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 538 | $137.61 | $74,034.18 |
DisclosureSEC source: 0001209191-17-015700 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,352 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 18:25 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 514 | $138.41 | $71,142.74 |
DisclosureSEC source: 0001209191-17-015117 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,890 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 18:25 UTC | Chubb Ltd CB · Entity 1639 | Tax withholdingCommon Shares | 576 | $138.41 | $79,724.16 |
DisclosureSEC source: 0001209191-17-015117 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,404 F1 · kind: Common Shares being withheld in order to pay tax liability. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:34 UTC | Chubb Ltd CB · Entity 1639 | GrantOptions to Acquire Common Shares · Derivative | 16,007 | $0.00 Strike: $139.01 | $0.00 |
DisclosureSEC source: 0001209191-17-014780 · doc4.xml · derivative · entry 4 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,230 Underlying: Common Shares · 16,007 shares Expires 2027-02-23 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 23, 2017 Filed Feb 27, 2017 21:34 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014780 · doc4.xml · nonDerivative · entry 3 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,980 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 23, 2017 Filed Feb 27, 2017 21:34 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 7,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014780 · doc4.xml · nonDerivative · entry 2 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,298 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 23, 2017 Filed Feb 27, 2017 21:34 UTC | Chubb Ltd CB · Entity 1639 | GrantCommon Shares | 4,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014780 · doc4.xml · nonDerivative · entry 1 Andrade Juan C · CIK 0001457231 · Executive Vice President* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,095 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.