[Form 4] Chubb Ltd Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Chubb Ltd Executive Vice President Juan Luis Ortega reported two compensation-related share disposals in common shares on May 21, 2026. The filing shows 5,820 common shares were withheld at $330.26 per share to cover tax liabilities tied to equity compensation, a non‑market transaction. An additional 924 restricted shares were forfeited back to the issuer due to only partial satisfaction of performance-based criteria under the Chubb Limited 2016 Long-Term Incentive Plan. These are administrative adjustments to equity awards rather than open-market purchases or sales, and Ortega continues to directly hold tens of thousands of Chubb common shares after these entries.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Ortega Juan Luis
Role
Executive Vice President*
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | Common Shares | 924 | $0.00 | -- |
| Tax Withholding | Common Shares | 5,820 | $330.26 | $1.92M |
Holdings After Transaction:
Common Shares — 34,678.93 shares (Direct, null)
Footnotes (1)
- Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan. Common Shares being withheld in order to pay tax liability.
Key Figures
Tax-withheld shares: 5,820 shares
Tax-withholding price: $330.26/share
Restricted shares forfeited: 924 shares
+2 more
5 metrics
Tax-withheld shares
5,820 shares
Common shares withheld for tax liability on May 21, 2026 at $330.26
Tax-withholding price
$330.26/share
Price per common share used for 5,820-share tax withholding
Restricted shares forfeited
924 shares
Restricted stock forfeited due to partial performance satisfaction
Post-transaction holdings (line 1)
28,858.93 shares
Direct common share holdings following tax-withholding entry
Post-transaction holdings (line 2)
34,678.93 shares
Direct common share holdings following restricted stock forfeiture entry
Key Terms
restricted stock, performance based criteria, Chubb Limited 2016 Long-Term Incentive Plan, tax liability, +1 more
5 terms
restricted stock financial
"Represents the amount of restricted stock forfeited due to partial satisfaction of certain performance based criteria"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
performance based criteria financial
"forfeited due to partial satisfaction of certain performance based criteria of restricted stock awarded"
Chubb Limited 2016 Long-Term Incentive Plan financial
"restricted stock awarded pursuant to the Chubb Limited 2016 Long-Term Incentive Plan"
tax liability financial
"Common Shares being withheld in order to pay tax liability"
Disposition to issuer financial
"transaction_code_description": "Disposition to issuer""