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Chubb (CB) director Burke reports 193-share tax withholding and unit holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Chubb Ltd director Sheila P. Burke reported routine equity-account activity. On May 21, 2026, 193 Common Shares were disposed of as a tax-withholding transaction at $330.26 per share, leaving 8,587 Common Shares held directly.

She also holds fully vested Market Value Units tied to 11,719.61 underlying Common Shares, which are payable in shares at separation from service unless further deferred. That total includes 150.31 shares credited through dividend reinvestment between July 2025 and April 2026.

Positive

  • None.

Negative

  • None.
Insider BURKE SHEILA P
Role null
Type Security Shares Price Value
Tax Withholding Common Shares 193 $330.26 $64K
holding Market Value Units -- -- --
Holdings After Transaction: Common Shares — 8,587 shares (Direct, null); Market Value Units — 11,719.61 shares (Direct, null)
Footnotes (1)
  1. Common Shares being withheld in order to pay tax liability. Market Value Units are fully vested and are payable in common shares and are paid out at separation from service, unless further deferred by the participant. Total includes Market Value Units previously reported as held by the reporting person plus 150.31 shares credited at various times between July 2025 and April 2026 to the reporting person's account pursuant to the dividend investment provisions of the Plan which meets the requirements of Rule 16b-3, but excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable.
Tax-withholding shares 193 shares Common Shares delivered for tax liability on May 21, 2026
Tax-withholding price $330.26 per share Value used for 193-share tax-withholding disposition
Direct Common Shares after transaction 8,587 shares Direct Common Share holdings following tax-withholding disposition
Underlying shares in Market Value Units 11,719.61 shares Underlying Chubb Common Shares tied to fully vested Market Value Units
Dividend reinvestment credits 150.31 shares Shares credited via dividend investment between July 2025 and April 2026
Market Value Units financial
"Market Value Units are fully vested and are payable in common shares and are paid out at separation from service"
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Rule 16b-3 regulatory
"pursuant to the dividend investment provisions of 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.
dividend investment provisions financial
"pursuant to the dividend investment provisions of the Plan which meets the requirements of Rule 16b-3"
Form 4 Insider Transactions: What Each Field Means →
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
X
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*
BURKE SHEILA P
(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 Shares05/21/2026F(1)193D$330.268,587D
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
Market Value Units$0 (2) (2)Common Shares11,719.6111,719.61(3)D
Explanation of Responses:
1. Common Shares being withheld in order to pay tax liability.
2. Market Value Units are fully vested and are payable in common shares and are paid out at separation from service, unless further deferred by the participant.
3. Total includes Market Value Units previously reported as held by the reporting person plus 150.31 shares credited at various times between July 2025 and April 2026 to the reporting person's account pursuant to the dividend investment provisions of the Plan which meets the requirements of Rule 16b-3, but excludes derivative securities of other types and other tranches, different vesting terms, performance periods and conditions, exercise terms and conditions, and expiration dates, as applicable.
/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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Chubb (CB) director Sheila P. Burke report?

Sheila P. Burke reported a routine tax-withholding disposition of 193 Chubb Common Shares at $330.26 per share. This reduced her direct Common Share holdings to 8,587 shares and reflects shares withheld to cover tax obligations, not an open-market sale.

How many Chubb (CB) Common Shares does Sheila P. Burke hold after this Form 4?

After the reported tax-withholding disposition, Sheila P. Burke directly holds 8,587 Chubb Common Shares. The Form 4 shows 193 shares were delivered to satisfy tax liabilities, with the remaining balance reflecting her continuing direct equity ownership position.

What are Chubb (CB) Market Value Units held by Sheila P. Burke?

Sheila P. Burke holds fully vested Market Value Units linked to 11,719.61 underlying Chubb Common Shares. These units are payable in Common Shares upon separation from service, unless she elects to further defer payment under the terms of the applicable plan.

How were dividends reflected in Sheila P. Burke’s Chubb (CB) Market Value Units?

Her total Market Value Units include 150.31 additional shares credited between July 2025 and April 2026. These were added under the plan’s dividend investment provisions that reinvest dividends into additional units, consistent with Rule 16b-3 requirements for such plans.

Was the Chubb (CB) Form 4 transaction an open-market sale by Sheila P. Burke?

No. The Form 4 identifies the 193-share disposition as a tax-withholding transaction under code F. Shares were delivered to cover tax liability, rather than being sold in the open market, which is different from a discretionary sale transaction.