Chubb EVP forfeits 924 shares, 5,820 withheld for tax

Chubb Ltd Executive Vice President Juan Luis Ortega reported two compensation-related share disposals in common shares on May 21, 2026.

Accepted by SEC EDGAR 05/26/2026 - 04:20 PM EDT Learn about SEC filing dates

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.

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	$0.00
Exercise Price or Tax Liability	Common Shares	5,820	$330.26	$1.92M

Holdings After Transaction: Common Shares — 28,858.93 shares (Direct)

Holdings Before and After: Common Shares, 35,602.93 to 28,858.93 shares (Direct)

Footnotes (2)

1. F1. 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.
2. F2. 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""

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

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SEC Form 4

FORM 4

UNITED 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^*

Ortega Juan Luis

(Last) (First) (Middle)

THE CHUBB BUILDING

17 WOODBOURNE AVENUE

(Street)

HAMILTON BERMUDA HM 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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive Vice President*

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/21/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Shares	05/21/2026		D(1)		924	D	$0	34,678.93	D
Common Shares	05/21/2026		F(2)		5,820	D	$330.26	28,858.93	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

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.

2. Common Shares being withheld in order to pay tax liability.

Remarks:

* Chubb Group and President, North America Insurance

	/s/ Samantha Froud, Attorney-in-Fact	05/26/2026
	** Signature of Reporting Person	Date
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)