| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP/OH/ | Director | Phantom Stock Unit (rest. Stock) | 144,962 | $30,371,645 | $209.68 | 10 Oct 2025 | Direct |
| CVS HEALTH Corp | Director | Common Stock (Restricted) | 50,125 | $2,999,981 | $59.85 | 30 Nov 2024 | Direct |
| CVS HEALTH Corp | Director | Share Credits | 36,383 | $2,092,790 | $57.52 | 30 Nov 2024 | Direct |
| CVS HEALTH Corp | Director | Common Stock | 19,438 | $1,562,074 | $80.36 | 30 Nov 2025 | Direct |
| PROGRESSIVE CORP/OH/ | Director | Common | 1,301 | $358,607 | $275.64 | 09 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH Corp | 30 Nov 2025 | 1 | -$783,349 | 4 | Director | 02 Dec 2025, 17:50 |
| PGR | PROGRESSIVE CORP/OH/ | 10 Oct 2025 | 1 | $0 | 4 | Director | 14 Oct 2025, 19:39 |
| PGR | PROGRESSIVE CORP/OH/ | 11 Jul 2025 | 1 | $0 | 4 | Director | 15 Jul 2025, 11:21 |
| PGR | PROGRESSIVE CORP/OH/ | 09 May 2025 | 1 | $0 | 4 | Director | 12 May 2025, 17:00 |
| PGR | PROGRESSIVE CORP/OH/ | 11 Apr 2025 | 3 | $0 | 4 | Director | 15 Apr 2025, 14:03 |
| PGR | PROGRESSIVE CORP/OH/ | 16 Jan 2025 | 1 | $0 | 4 | Director | 21 Jan 2025, 10:32 |
| CVS | CVS HEALTH Corp | 30 Nov 2024 | 1 | $2,999,981 | 4 | Director | 03 Dec 2024, 17:18 |
| PGR | PROGRESSIVE CORP/OH/ | 11 Oct 2024 | 1 | $0 | 4 | Director | 15 Oct 2024, 10:16 |
| PGR | PROGRESSIVE CORP/OH/ | 18 Jul 2024 | 2 | -$1,142,278 | 4 | Director | 19 Jul 2024, 14:24 |
| PGR | PROGRESSIVE CORP/OH/ | 12 Jul 2024 | 1 | $0 | 4 | Director | 16 Jul 2024, 09:36 |
| CVS | CVS HEALTH Corp | 16 May 2024 | 1 | $305,000 | 4 | Director | 17 May 2024, 17:37 |
| PGR | PROGRESSIVE CORP/OH/ | 10 May 2024 | 1 | $0 | 4 | Director | 14 May 2024, 11:11 |
| PGR | PROGRESSIVE CORP/OH/ | 12 Apr 2024 | 3 | $0 | 4 | Director | 16 Apr 2024, 14:33 |
| PGR | PROGRESSIVE CORP/OH/ | 26 Jan 2024 | 1 | $0 | 4 | Director | 30 Jan 2024, 15:24 |
| CVS | CVS HEALTH Corp | 15 Nov 2023 | 1 | $304,999 | 4 | Director | 17 Nov 2023, 16:47 |
| PGR | PROGRESSIVE CORP/OH/ | 13 Oct 2023 | 1 | $0 | 4 | Director | 17 Oct 2023, 11:14 |
| PGR | PROGRESSIVE CORP/OH/ | 14 Jul 2023 | 1 | $0 | 4 | Director | 18 Jul 2023, 14:58 |
| CVS | CVS HEALTH Corp | 18 May 2023 | 1 | $271,500 | 4 | Director | 19 May 2023, 16:47 |
| PGR | PROGRESSIVE CORP/OH/ | 12 May 2023 | 1 | $0 | 4 | Director | 16 May 2023, 12:06 |
| PGR | PROGRESSIVE CORP/OH/ | 14 Apr 2023 | 1 | $0 | 4 | Director | 18 Apr 2023, 14:46 |
| PGR | PROGRESSIVE CORP/OH/ | 13 Apr 2023 | 2 | $0 | 4 | Director | 17 Apr 2023, 12:40 |
| PGR | PROGRESSIVE CORP/OH/ | 13 Jan 2023 | 1 | $0 | 4 | Director | 18 Jan 2023, 11:41 |
| CVS | CVS HEALTH Corp | 17 Nov 2022 | 1 | $304,999 | 4 | Director | 21 Nov 2022, 15:55 |
| PGR | PROGRESSIVE CORP/OH/ | 14 Oct 2022 | 1 | $0 | 4 | Director | 18 Oct 2022, 16:22 |
| PGR | PROGRESSIVE CORP/OH/ | 15 Jul 2022 | 1 | $0 | 4 | Director | 19 Jul 2022, 16:29 |
| PGR | PROGRESSIVE CORP/OH/ | 16 May 2022 | 1 | $0 | 4 | Director | 18 May 2022, 14:51 |
| CVS | CVS HEALTH Corp | 11 May 2022 | 1 | $304,999 | 4 | Director | 13 May 2022, 16:51 |
| PGR | PROGRESSIVE CORP/OH/ | 14 Apr 2022 | 1 | $0 | 4 | Director | 18 Apr 2022, 11:58 |
| PGR | PROGRESSIVE CORP/OH/ | 07 Apr 2022 | 2 | $0 | 4 | Director | 11 Apr 2022, 13:55 |
| PGR | PROGRESSIVE CORP/OH/ | 14 Jan 2022 | 1 | $0 | 4 | Director | 19 Jan 2022, 13:04 |
| CVS | CVS HEALTH Corp | 17 Nov 2021 | 1 | $155,000 | 4 | Director | 19 Nov 2021, 15:47 |
| PGR | PROGRESSIVE CORP/OH/ | 15 Oct 2021 | 1 | $0 | 4 | Director | 18 Oct 2021, 17:43 |
| PGR | PROGRESSIVE CORP/OH/ | 15 Jul 2021 | 1 | $0 | 4 | Director | 19 Jul 2021, 09:13 |
| CVS | CVS HEALTH Corp | 13 May 2021 | 1 | $155,000 | 4 | Director | 14 May 2021, 17:10 |
| PGR | PROGRESSIVE CORP/OH/ | 13 May 2021 | 1 | $0 | 4 | Director | 14 May 2021, 14:12 |
| PGR | PROGRESSIVE CORP/OH/ | 16 Oct 2020 | 6 | $3,757 | 4 | Director | 30 Dec 2021, 14:53 |