Chubb (CB) EVP Juan Luis Ortega awarded PSUs and restricted stock

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Ortega Juan Luis reported acquisition or exercise transactions in this Form 4 filing.

Chubb Ltd Executive Vice President Juan Luis Ortega reported equity compensation awards under the Chubb Limited 2016 Long-Term Incentive Plan. On the reported date, he was granted performance stock units in two grants of 8,593 units each and restricted stock awards in two grants of 452 common shares each, all at no cash cost to him.

The performance stock units and restricted stock vest, in whole or in part, only after a three-year performance period and certification that service and performance-based criteria have been met. Each performance stock unit represents a contingent right to receive one common share, with dividends accruing and paid only on vested awards.

Insider Trade Summary

5 transactions reported

Mixed 5 txns

Insider Ortega Juan Luis

Role Executive Vice President*

Type	Security	Shares	Price	Value
Grant/Award	Performance Stock Units	8,593	$0.00	--
Grant/Award	Performance Stock Units	8,593	$0.00	--
Grant/Award	Common Shares	452	$0.00	--
Grant/Award	Common Shares	452	$0.00	--
holding	Performance Stock Units	--	--	--

Holdings After Transaction: Performance Stock Units — 8,593 shares (Direct); Common Shares — 35,150.93 shares (Direct)

Footnotes (1)

Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based restricted stock awards described above. Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested. Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested. Total includes previously reported PSUs from other tranches with different vesting and expiration dates.

Form 4 Insider Transactions: What Each Field Means →

03/04/2026 - 04:20 PM

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

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)
03/02/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Shares	03/02/2026		A		452	A	$0	35,150.93⁽¹⁾	D
Common Shares	03/02/2026		A		452	A	$0	35,602.93⁽²⁾	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Performance Stock Units	$0	03/02/2026		A	V	8,593		⁽³⁾	⁽³⁾	Common Shares	8,593	$0⁽³⁾	8,593	D
Performance Stock Units	$0	03/02/2026		A	V	8,593		⁽⁴⁾	⁽⁴⁾	Common Shares	8,593	$0⁽⁴⁾	17,186	D
Performance Stock Units	$0							⁽⁵⁾	⁽⁵⁾	Common Shares	⁽⁵⁾		28,436⁽⁵⁾	D

Explanation of Responses:

1. Restricted stock award pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan"). Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested.

2. Restricted stock award pursuant to the Plan, representing a premium performance award with respect to the performance-based restricted stock awards described above. Stock vests, in whole or in part, subject to the satisfaction of certain service and performance-based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance-based criteria for the three-year performance period. Shares will not be entitled to vote until vested. Dividends shall be accumulated and distributed only when, and to the extent, that the shares have vested.

3. Award of performance stock units ("PSUs") pursuant to the Chubb Limited 2016 Long-Term Incentive Plan (the "Plan") that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested.

4. Award of PSUs pursuant to the Plan representing a premium performance award with respect to the PSUs described above that vests, in whole or in part, subject to the satisfaction of certain service and performance based criteria on the later of the third anniversary of the date of the award and the date of certification of satisfaction of performance based criteria for the three-year performance period. Each PSU represents a contingent right to receive one Common Share, and any PSUs that do not vest will be cancelled. Dividends shall be accumulated and distributed only when, and to the extent that the PSUs have vested.

5. Total includes previously reported PSUs from other tranches with different vesting and expiration dates.

Remarks:

* Chubb Group and President, North America Insurance

	/s/ Samantha Froud, Attorney-in-Fact	03/04/2026
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Chubb (CB) Executive Vice President Juan Luis Ortega report?

Juan Luis Ortega reported equity compensation awards from Chubb, not open-market trades. He received performance stock units in two grants of 8,593 units each and restricted stock awards in two grants of 452 common shares each, all as part of the company’s 2016 Long-Term Incentive Plan.

What type of equity awards did Chubb (CB) grant to Executive Vice President Juan Luis Ortega?

Chubb granted Juan Luis Ortega performance stock units and restricted common share awards. The filings show two grants of 8,593 performance stock units each and two grants of 452 common shares each, issued under the Chubb Limited 2016 Long-Term Incentive Plan as long-term incentive compensation.

When do Juan Luis Ortega’s Chubb (CB) performance stock units and restricted shares vest?

The awards vest on the later of the third anniversary of the grant date or certification that three-year performance criteria are satisfied. Vesting depends on both continued service and meeting specified performance-based goals over the applicable three-year performance period.

Do Juan Luis Ortega’s Chubb (CB) performance stock units and restricted shares receive dividends before vesting?

Dividends are not paid out on unvested awards. For both performance stock units and restricted stock, dividends are accumulated and distributed only when, and to the extent that, the underlying shares or units have vested under the plan’s service and performance criteria.

What does each Chubb (CB) performance stock unit granted to Juan Luis Ortega represent?

Each performance stock unit represents a contingent right to receive one Chubb common share. Units only convert into shares if the service and performance-based vesting conditions are met; any performance stock units that do not vest after the three-year performance period will be cancelled.