| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP/OH/ | Director | Phantom Stock Unit (rest. Stock) | 145K | $30.4M | $209.69 | Oct 10, 2025 | Direct |
| CVS HEALTH Corp | Director | Common Stock (Restricted) | 50.1K | $3M | $59.85 | Nov 30, 2024 | Direct |
| CVS HEALTH Corp | Director | Share Credits | 36.4K | $2.09M | $57.52 | Nov 30, 2024 | Direct |
| CVS HEALTH Corp | Director | Common Stock | 19.4K | $1.56M | $80.36 | Nov 30, 2025 | Direct |
| PROGRESSIVE CORP/OH/ | Director | Common | 1.3K | $359K | $275.64 | May 9, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH Corp | Nov 30, 2025 | 1 | -$783K | 4 | Dec 2, 2025 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Oct 10, 2025 | 1 | $0 | 4 | Oct 14, 2025 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jul 11, 2025 | 1 | $0 | 4 | Jul 15, 2025 | Director |
| PGR | PROGRESSIVE CORP/OH/ | May 9, 2025 | 1 | $0 | 4 | May 12, 2025 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Apr 11, 2025 | 3 | $0 | 4 | Apr 15, 2025 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jan 16, 2025 | 1 | $0 | 4 | Jan 21, 2025 | Director |
| CVS | CVS HEALTH Corp | Nov 30, 2024 | 1 | $3M | 4 | Dec 3, 2024 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Oct 11, 2024 | 1 | $0 | 4 | Oct 15, 2024 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jul 18, 2024 | 2 | -$1.14M | 4 | Jul 19, 2024 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jul 12, 2024 | 1 | $0 | 4 | Jul 16, 2024 | Director |
| CVS | CVS HEALTH Corp | May 16, 2024 | 1 | $305K | 4 | May 17, 2024 | Director |
| PGR | PROGRESSIVE CORP/OH/ | May 10, 2024 | 1 | $0 | 4 | May 14, 2024 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Apr 12, 2024 | 3 | $0 | 4 | Apr 16, 2024 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jan 26, 2024 | 1 | $0 | 4 | Jan 30, 2024 | Director |
| CVS | CVS HEALTH Corp | Nov 15, 2023 | 1 | $305K | 4 | Nov 17, 2023 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Oct 13, 2023 | 1 | $0 | 4 | Oct 17, 2023 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jul 14, 2023 | 1 | $0 | 4 | Jul 18, 2023 | Director |
| CVS | CVS HEALTH Corp | May 18, 2023 | 1 | $272K | 4 | May 19, 2023 | Director |
| PGR | PROGRESSIVE CORP/OH/ | May 12, 2023 | 1 | $0 | 4 | May 16, 2023 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Apr 14, 2023 | 1 | $0 | 4 | Apr 18, 2023 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Apr 13, 2023 | 2 | $0 | 4 | Apr 17, 2023 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jan 13, 2023 | 1 | $0 | 4 | Jan 18, 2023 | Director |
| CVS | CVS HEALTH Corp | Nov 17, 2022 | 1 | $305K | 4 | Nov 21, 2022 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Oct 14, 2022 | 1 | $0 | 4 | Oct 18, 2022 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jul 15, 2022 | 1 | $0 | 4 | Jul 19, 2022 | Director |
| PGR | PROGRESSIVE CORP/OH/ | May 16, 2022 | 1 | $0 | 4 | May 18, 2022 | Director |
| CVS | CVS HEALTH Corp | May 11, 2022 | 1 | $305K | 4 | May 13, 2022 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Apr 14, 2022 | 1 | $0 | 4 | Apr 18, 2022 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Apr 7, 2022 | 2 | $0 | 4 | Apr 11, 2022 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jan 14, 2022 | 1 | $0 | 4 | Jan 19, 2022 | Director |
| CVS | CVS HEALTH Corp | Nov 17, 2021 | 1 | $155K | 4 | Nov 19, 2021 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Oct 15, 2021 | 1 | $0 | 4 | Oct 18, 2021 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Jul 15, 2021 | 1 | $0 | 4 | Jul 19, 2021 | Director |
| CVS | CVS HEALTH Corp | May 13, 2021 | 1 | $155K | 4 | May 14, 2021 | Director |
| PGR | PROGRESSIVE CORP/OH/ | May 13, 2021 | 1 | $0 | 4 | May 14, 2021 | Director |
| PGR | PROGRESSIVE CORP/OH/ | Oct 16, 2020 | 6 | $3.76K | 4 | Dec 30, 2021 | Director |