Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WELLPOINT HEALTH NETWORKS INC /DE/ | 40,000 | reported | 26 Jan 2004 | tx 2+5,600 |
| Chubb Ltd | 8,587 | reported | 21 May 2026 | tx 23+49,941−2,800 |
| Elevance Health, Inc. | 2,681 | reported | 16 May 2012 | tx 55+116,199−188,190 |
| CHUBB CORP | 0 | reported | 14 Jan 2016 | tx 155+95,169.55−157,889.58 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | TAX_WITHHOLDING | Chubb Ltd | 193 | 330.26 USD | |
| 15 May 2025 | TAX_WITHHOLDING | Chubb Ltd | 180 | 292.05 USD | |
| 15 May 2025 | GRANT_AWARD | Chubb Ltd | 771 | — | |
| 16 May 2024 | TAX_WITHHOLDING | Chubb Ltd | 239 | 264.88 USD | |
| 16 May 2024 | GRANT_AWARD | Chubb Ltd | 718 | — | |
| 17 May 2023 | GRANT_AWARD | Chubb Ltd | 955 | — | |
| 17 May 2023 | TAX_WITHHOLDING | Chubb Ltd | 233 | 198.93 USD | |
| 19 May 2022 | GRANT_AWARD | Chubb Ltd | 932 | — | |
| 19 May 2022 | TAX_WITHHOLDING | Chubb Ltd | 271 | 203.88 USD | |
| 20 May 2021 | GRANT_AWARD | Chubb Ltd | 1,083 | — | |
| 20 May 2021 | TAX_WITHHOLDING | Chubb Ltd | 431 | 166.16 USD | |
| 20 May 2020 | GRANT_AWARD | Chubb Ltd | 1,721 | — | |
| 20 May 2020 | TAX_WITHHOLDING | Chubb Ltd | 309 | 104.61 USD | |
| 16 May 2019 | GRANT_AWARD | Chubb Ltd | 1,236 | — | |
| 16 May 2019 | TAX_WITHHOLDING | Chubb Ltd | 316 | 145.62 USD | |
| 17 May 2018 | TAX_WITHHOLDING | Chubb Ltd | 307 | 134.45 USD | |
| 17 May 2018 | GRANT_AWARD | Chubb Ltd | 1,264 | — | |
| 18 May 2017 | GRANT_AWARD | Chubb Ltd | 1,227 | — | |
| 18 May 2017 | TAX_WITHHOLDING | Chubb Ltd | 321 | 138.56 USD | |
| 19 May 2016 | GRANT_AWARD | Chubb Ltd | 1,282 | — | |
| 14 Jan 2016 | GRANT_AWARD | Chubb Ltd | 198 | — | |
| 14 Jan 2016 | GRANT_AWARD | Chubb Ltd | 28,837 | — | deriv |
| 14 Jan 2016 | GRANT_AWARD | Chubb Ltd | 9,717 | — | deriv |
| 14 Jan 2016 | OTHER | CHUBB CORP | 330 | 0.00 USD | |
| 14 Jan 2016 | OTHER | CHUBB CORP | 8,305.58 | — | deriv |