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Chubb (CB) EVP Juan Luis Ortega reports tax-withholding share disposition

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

Rhea-AI Filing Summary

Chubb Ltd executive Juan Luis Ortega reported a small tax-related share disposition. On the reported date, 185 common shares were withheld at $333.39 per share to satisfy a tax liability, rather than sold in the open market. After this withholding, Ortega directly holds 35,043.93 Chubb common shares.

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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 D0 HM 08

(City) (State) (Zip)
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*
3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 02/23/2026 F 185(1) D $333.39 35,043.93 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. Common Shares withheld to pay tax liability.
Remarks:
* Chubb Group and President, North America Insurance
/s/ Samantha Froud, Attorney-in-Fact 02/25/2026
** 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.

FAQ

What insider transaction did Chubb (CB) executive Juan Luis Ortega report?

Juan Luis Ortega reported a tax-withholding disposition of Chubb common shares. On the transaction date, 185 shares were withheld at $333.39 per share to cover a tax liability, as indicated by transaction code F and the related footnote.

Did Juan Luis Ortega sell Chubb (CB) shares on the open market?

No, the Form 4 shows a tax-withholding disposition, not an open market sale. 185 common shares were withheld to pay a tax liability, consistent with transaction code F, which covers payment of tax obligations by delivering securities.

How many Chubb (CB) shares does Juan Luis Ortega hold after this transaction?

After the tax-withholding disposition, Juan Luis Ortega directly holds 35,043.93 Chubb common shares. This figure reflects his ownership following the withholding of 185 shares used to satisfy the reported tax liability on the transaction date.

What does transaction code F mean in the Chubb (CB) Form 4 filing?

Transaction code F indicates payment of an exercise price or tax liability by delivering securities. In this Chubb filing, 185 common shares were withheld to pay a tax liability, rather than being sold as part of a discretionary market transaction.

What role does Juan Luis Ortega hold at Chubb (CB)?

Juan Luis Ortega is identified as an Executive Vice President of Chubb Ltd. The Form 4 filing shows him as an officer, with the reported transaction involving common shares held under direct ownership following a tax-withholding disposition.
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