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Chubb (CB) EVP Ortega has shares withheld to cover tax liability

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

Rhea-AI Filing Summary

Chubb Ltd Executive Vice President Juan Luis Ortega reported a small share disposition related to taxes. On this Form 4, 179 common shares were withheld at a price of $336.85 per share to satisfy a tax liability, leaving him with 34,864.93 common shares held directly after the transaction.

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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)
02/24/2026
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 02/24/2026 F 179(1) D $336.85 34,864.93 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 02/26/2026
** 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.

FAQ

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

Juan Luis Ortega reported a tax-related disposition of Chubb common shares. The filing shows 179 shares were withheld to cover a tax liability, rather than sold in the open market, and reflects an administrative adjustment to his direct holdings.

How many Chubb (CB) shares were involved in Juan Luis Ortega’s Form 4?

The Form 4 shows 179 Chubb common shares were withheld. These shares were used to satisfy a tax liability, according to the filing footnote, and do not represent a voluntary open-market sale by the executive.

What price per share was used in Ortega’s Chubb (CB) tax-withholding transaction?

The tax-withholding disposition used a price of $336.85 per share for the 179 Chubb common shares. This figure is used for reporting purposes in the Form 4 and reflects the value applied to the shares withheld for taxes.

How many Chubb (CB) shares does Juan Luis Ortega hold after this Form 4 transaction?

Following the tax-related share withholding, Juan Luis Ortega directly holds 34,864.93 Chubb common shares. The Form 4 indicates this total as his direct ownership after the 179 shares were withheld to cover a tax liability.

Was Juan Luis Ortega’s Chubb (CB) Form 4 transaction an open-market sale?

No, the Form 4 describes a tax-withholding disposition, not an open-market sale. A footnote explains the 179 Chubb common shares were withheld specifically to pay a tax liability associated with his equity compensation.
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