STOCK TITAN

Chubb (NYSE: CB) director Nelson Chai awarded shares, withholds for taxes

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Chubb Ltd director Nelson Chai received a grant of 681 common shares as a restricted stock award under a long-term incentive plan that qualifies under Rule 16b-3. On the same date, 193 common shares were withheld at $330.26 per share to cover tax liabilities, leaving 1,797 common shares held directly.

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Insider Chai Nelson
Role Director
Type Security Shares Price Value
Grant/Award Common Shares 681 $0.00 $0.00
Exercise Price or Tax Liability Common Shares 193 $330.26 $64K
Holdings After Transaction: Common Shares — 1,797 shares (Direct)
Footnotes (2)
  1. F1. Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date.
  2. F2. Common Shares being withheld in order to pay tax liability.
Restricted stock award 681 common shares Grant/award acquisition of Common Shares on 2026-05-21
Shares withheld for taxes 193 common shares Tax-withholding disposition of Common Shares on 2026-05-21
Tax withholding price $330.2600 per share Per-share value used for tax-withheld shares
Post-transaction holdings 1,797 common shares Direct Common Shares held after reported transactions
restricted stock award financial
"Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan"
A restricted stock award is company shares given to an employee or executive that cannot be sold or fully owned until certain conditions—like staying with the company for a set time or hitting performance targets—are met. Think of it as a gift that only becomes yours after you fulfill specific obligations; for investors, these awards matter because they can increase the total shares outstanding when they vest, reveal how management is being paid and motivated, and create potential selling pressure when restrictions lift.
long-term incentive plan financial
"granted as director fees under a Chubb Limited long-term incentive plan (the "Plan")"
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
Rule 16b-3 financial
"long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3"
Rule 16b-3 is a Securities and Exchange Commission regulation that exempts certain routine, pre-approved transactions by company insiders from automatic liability for short-term trading profits. It acts like a safe harbor: if an insider follows a formal plan or the board approves specific transactions in advance, profits from buying and selling company stock within six months are not automatically reclaimed. Investors care because the rule clarifies when insider trades are permissible and reduces uncertainty about potential clawbacks.
tax liability financial
"Common Shares being withheld in order to pay tax liability"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider stock award did Nelson Chai report for Chubb (CB)?

Nelson Chai reported a grant of 681 common shares as a restricted stock award under a Chubb long-term incentive plan. The award serves as director fees and qualifies under Rule 16b-3, a provision governing certain insider transactions under U.S. securities rules.

How many Chubb (CB) shares were withheld for Nelson Chai's taxes?

The filing shows 193 common shares were withheld to pay Nelson Chai’s tax liability, at a price of $330.26 per share. This is recorded as a tax-withholding disposition rather than an open-market sale, consistent with equity compensation tax settlements.

How many Chubb (CB) shares does Nelson Chai hold after these transactions?

After the reported transactions, Nelson Chai holds 1,797 common shares of Chubb Ltd directly. This post-transaction balance reflects both the 681-share restricted stock grant and the 193 shares withheld for taxes reported in the same Form 4.

When do Nelson Chai's Chubb (CB) restricted shares vest?

The restricted stock award is scheduled to vest on the day of Chubb’s next annual shareholders meeting, assuming Nelson Chai remains a director on that date. Until vesting, the award remains subject to the conditions described in the long-term incentive plan.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Chai Nelson

(Last)(First)(Middle)
THE CHUBB BUILDING
17 WOODBOURNE AVENUE

(Street)
HAMILTONBERMUDAHM 08

(City)(State)(Zip)

BERMUDA

(Country)
2. Issuer Name and Ticker or Trading Symbol
Chubb Ltd [ CB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/21/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Shares05/21/2026A(1)681A(1)1,990D
Common Shares05/21/2026F(2)193D$330.261,797D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Restricted stock award granted as director fees under a Chubb Limited long-term incentive plan (the "Plan"), which meets the requirements of Rule 16b-3. Such restricted stock will vest on the day of the next annual Chubb Limited shareholders meeting, assuming the reporting person is a director of Chubb Limited on such date.
2. Common Shares being withheld in order to pay tax liability.
/s/ Samantha Froud, Attorney-in-Fact05/26/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)