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Cincinnati Financial (CINF) SVP exercises options, boosts total share exposure

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

Rhea-AI Filing Summary

CINCINNATI FINANCIAL CORP senior vice president and chief actuary Luyang Fu reported routine equity compensation activity. On May 28, 2026, Fu exercised stock options to acquire 774 shares of Common Stock at $85.67 per share and delivered 99 shares at $161.20 per share to cover tax obligations.

After these transactions, Fu directly holds 11,345.127 shares of Common Stock, plus 1,020.36 shares indirectly through the company 401(k) plan and 2,468.6 phantom stock units under the Top Hat Savings Plan, which are to be settled at retirement or other termination of service.

Positive

  • None.

Negative

  • None.
Insider Fu Luyang
Role Sr. VP, Chief Actuary - Sub
Type Security Shares Price Value
Exercise Stock Option (Right to Buy) 774 $0.00 --
Exercise Common Stock 774 $85.67 $66K
Tax Withholding Common Stock 99 $161.20 $16K
holding Phantom Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Stock Option (Right to Buy) — 0 shares (Direct, null); Common Stock — 11,444.127 shares (Direct, null); Phantom Stock — 2,468.6 shares (Direct, null); Common Stock — 1,020.36 shares (Indirect, By 401(K) Plan)
Footnotes (1)
  1. The reported stock was acquired under the company's 401(k) plan. The reporting person may transfer the value of his shares into an alternative investment selection within the plan. The option vests in three annual installments beginning on the first anniversary of the date of grant. The reported phantom stock shares were acquired under the company's Top Hat Savings Plan, an "Excess Benefits Plan" within the meaning of Rule 16b-3(b)(2), and are to be settled upon the reporting person's retirement or other termination of service. The reporting person may transfer the value of his phantom stock shares into an alternative investment selection within the plan.
Options exercised 774 shares Common Stock acquired via option exercise on May 28, 2026
Option exercise price $85.67 per share Stock Option (Right to Buy) for 774 shares
Shares withheld for taxes 99 shares Tax-withholding disposition at $161.20 per share
Tax-withholding price $161.20 per share Common Stock delivered to satisfy tax or exercise obligations
Direct common shares after transactions 11,345.127 shares Direct ownership of Cincinnati Financial Common Stock
401(k) plan holdings 1,020.36 shares Common Stock held indirectly through company 401(k) plan
Phantom stock units 2,468.6 units Phantom Stock under Top Hat Savings Plan linked to Common Stock
Underlying shares for phantom stock 2,468.6 shares Common Stock underlying reported Phantom Stock position
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Phantom Stock financial
""security_title": "Phantom Stock""
A phantom stock is a form of compensation that gives employees or executives the benefits of stock ownership, such as the increase in stock value, without actually giving them real shares. It acts like a promise to pay the employee the equivalent value of company stock later, often as a bonus or incentive. This allows companies to motivate and reward staff without diluting ownership or transferring actual shares.
Top Hat Savings Plan financial
"reported phantom stock shares were acquired under the company's Top Hat Savings Plan"
Stock Option (Right to Buy) financial
""security_title": "Stock Option (Right to Buy)""
Excess Benefits Plan financial
"an "Excess Benefits Plan" within the meaning of Rule 16b-3(b)(2)"
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SEC Form 4
FORM 4UNITED 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*
Fu Luyang

(Last)(First)(Middle)
6200 S GILMORE RD.

(Street)
FAIRFIELD OHIO 45014

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CINCINNATI FINANCIAL CORP [ CINF ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Sr. VP, Chief Actuary - Sub
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/28/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock05/28/2026M774A$85.6711,444.127D
Common Stock05/28/2026F99D$161.211,345.127D
Common Stock1,020.36(1)IBy 401(K) Plan
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (Right to Buy)$85.6705/28/2026M77402/21/2020(2)02/21/2029(2)Common Stock774$0.000.00D
Phantom Stock$0.00 (3) (3)Common Stock2,468.62,468.6D
Explanation of Responses:
1. The reported stock was acquired under the company's 401(k) plan. The reporting person may transfer the value of his shares into an alternative investment selection within the plan.
2. The option vests in three annual installments beginning on the first anniversary of the date of grant.
3. The reported phantom stock shares were acquired under the company's Top Hat Savings Plan, an "Excess Benefits Plan" within the meaning of Rule 16b-3(b)(2), and are to be settled upon the reporting person's retirement or other termination of service. The reporting person may transfer the value of his phantom stock shares into an alternative investment selection within the plan.
Remarks:
/s/ Luyang Fu05/29/2026
** Signature of Reporting PersonDate
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)

FAQ

What did CINF executive Luyang Fu report in this Form 4 filing?

Luyang Fu reported exercising stock options for 774 Cincinnati Financial common shares and delivering 99 shares to cover tax obligations. Following these routine equity compensation transactions, Fu directly and indirectly holds over 14,800 common-share equivalents, including phantom stock units.

How many Cincinnati Financial (CINF) shares does Luyang Fu hold after the transactions?

After the reported transactions, Luyang Fu directly holds 11,345.127 Cincinnati Financial common shares. He also holds 1,020.36 shares indirectly through the company 401(k) plan and 2,468.6 phantom stock units linked to common stock under the Top Hat Savings Plan.

What type of stock option exercise did CINF executive Luyang Fu complete?

Luyang Fu exercised a Stock Option (Right to Buy) covering 774 Cincinnati Financial common shares at an exercise price of $85.67 per share. The related derivative position now shows zero remaining option shares after this exercise transaction on May 28, 2026.

Why were 99 Cincinnati Financial (CINF) shares disposed of in this Form 4?

The disposition of 99 common shares was classified as a tax-withholding transaction. Cincinnati Financial delivered these shares at $161.20 per share to satisfy exercise price or tax liabilities related to Fu’s option exercise, rather than representing an open-market sale.

What are the phantom stock holdings reported by Luyang Fu at Cincinnati Financial?

Fu reported 2,468.6 phantom stock units under the company’s Top Hat Savings Plan, an excess benefits plan. These units track Cincinnati Financial common stock value and are scheduled to be settled upon his retirement or other termination of service, providing deferred compensation.