Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AXIS CAPITAL HOLDINGS LTDAXS · Entity 3686 | Director | January 15, 2026 | January 20, 2026 |
| BETA Technologies, Inc.BETA · Entity 1930 | Director | June 11, 2026 | June 12, 2026 |
| HERSHEY COHSY · Entity 795 | Director | April 01, 2021 | April 05, 2021 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director | October 09, 2026 | October 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AXIS CAPITAL HOLDINGS LTD
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 63,719 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 2,840 · Balance 63,719 F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34 |
Filing footnotes · ownership attribution and instrument terms
F1: Common shares issued as director's fees using January 15, 2026 closing price of $100.34
BETA Technologies, Inc.
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 8,213 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 7,142 · Balance 8,213 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Ellipse Holdings LLC | 17,646,445 |
Reported balance
Holding disclosure · report date 2026-06-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,646,445 |
HERSHEY CO
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,653.9 |
Reported balance
After 2021-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 129.623 · Balance 25,653.9 F1: The total amount of securities reported as directly owned in Column 5 includes 5.308 shares acquired on March 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 5.308 shares acquired on March 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
PROGRESSIVE CORP/OH/
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,043.4534 |
Reported balance
After 2026-10-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 2.3055 · Balance 5,043.4534 F1: 1 for 1 F2: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3: Expiration Date is the same as the Date Exercisable. |
| Phantom Stock Unit (rest. Stock)SEC Table II · derivative / convertible security | Direct | 21,931.1561 |
Reported balance
After 2026-10-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-09 · Grant · Acquired 10.0252 · Balance 21,931.1561 F1: 1 for 1 F2: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3: Expiration Date is the same as the Date Exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan.
F3: Expiration Date is the same as the Date Exercisable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2017 Filed Apr 4, 2017 14:08 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 343.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013692 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,507.557 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 7.943 shares acquired on March 15, 2017, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 18:35 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 285.4558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005885 · form4.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,996.4246 Underlying: Common · 285.4558 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 18:35 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Units · Derivative | 69.6328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005885 · form4.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900.9676 Underlying: Common · 69.6328 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 19:14 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 362.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000088 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,156.365 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.586 shares acquired on December 15, 2016, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:42 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 354.815 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063916 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,785.53 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.504 shares acquired on September 15, 2016, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| May 13, 2016 Filed May 17, 2016 14:48 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 8,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-052401 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,298 F1 · kind: Restricted stock grant, made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan, and which will vest on April 13, 2017. The Progressive Corporation allowed each director to indicate their preference to receive their compensation for the 2016-2017 term in the form of 100% restricted stock or 60% restricted stock and 40% cash. The reporting person indicated a preference to receive their compensation in the form of 100% restricted stock. After considering such preference, the Compensation Committee granted a restricted stock award representing 100% of the reporting person's compensation for the 2016-2017 term. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:00 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Units · Derivative | 106.6996 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041310 · form4.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,831.3348 Underlying: Common · 106.6996 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:00 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 437.5378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-041310 · form4.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,710.9688 Underlying: Common · 437.5378 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 15, 2015 Filed May 18, 2015 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-017621 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,175 F1 · kind: Restricted stock grant, made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan, will vest on April 15, 2016. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 16:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Units · Derivative | 92.2479 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-006596 · form4.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,724.6352 Underlying: Common · 92.2479 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 16:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 378.2772 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-006596 · form4.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,273.431 Underlying: Common · 378.2772 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| May 16, 2014 Filed May 19, 2014 20:54 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-018106 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,259 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| February 07, 2014 Filed Feb 11, 2014 14:11 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Units · Derivative | 220.7716 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005465 · form4.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,632.3873 Underlying: Common · 220.7716 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan, will be paid out in cash at the time elected by the reporting person or otherwise in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 07, 2014 Filed Feb 11, 2014 14:11 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (rest. Stock) · Derivative | 905.3074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005465 · form4.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,895.1538 Underlying: Common · 905.3074 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan, will be paid out in cash at the time elected by the reporting person or otherwise in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 07, 2014 Filed Jan 8, 2014 18:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionPhantom Stock Units · Derivative | 6,023.2059 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-001515 · form4.xml · derivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,411.6157 Underlying: Common · 6,023.2059 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1 for 1 F1 · kind: On January 7, 2014, a cash distribution from the applicable deferral plan was made pursuant to an election previously made by the reporting person. F3 · derivative.exercise_date: January 7, 2014 F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 07, 2014 Filed Jan 8, 2014 18:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 6,023.2059 | $27.27 | $164,252.82 |
DisclosureSEC source: 0001127602-14-001515 · form4.xml · nonDerivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,598 F1 · kind: On January 7, 2014, a cash distribution from the applicable deferral plan was made pursuant to an election previously made by the reporting person. Read SEC document |
| January 07, 2014 Filed Jan 8, 2014 18:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 6,023.2059 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-001515 · form4.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,621.2059 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On January 7, 2014, a cash distribution from the applicable deferral plan was made pursuant to an election previously made by the reporting person. Read SEC document |
| May 17, 2013 Filed May 20, 2013 21:04 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000061 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,598 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 14:26 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 173.5048 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000037 · f4forcad1.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,989.8467 Underlying: Common · 173.5048 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F5 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividends, will be paid out in cash at the time elected by the reporting person, subject to the vesting provisions of the plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 14:26 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 117.0126 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000037 · f4forcad1.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,434.8216 Underlying: Common · 117.0126 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · shares: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 19:36 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 614.3327 | $21.49 Strike: $0.00 | $13,202.01 |
DisclosureSEC source: 0000080661-12-000104 · f4forcad1.xml · derivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,816.3419 Underlying: Common · 614.3327 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · shares: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 19:36 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 414.309 | $21.49 Strike: $0.00 | $8,903.50 |
DisclosureSEC source: 0000080661-12-000104 · f4forcad1.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,317.809 Underlying: Common · 414.309 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 15:09 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000073 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,243 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| March 27, 2012 Filed Mar 28, 2012 21:22 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2002 Director Option · Derivative | 12,079 | $0.00 Strike: $12.51 | $0.00 |
DisclosureSEC source: 0000080661-12-000061 · f4forcad1.xml · derivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 12,079 shares Expires 2012-04-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: This option previously was reported as an option covering 11,497 shares at an exercise price of $13.1396 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1998 Directors' Stock Option Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. F2 · derivative.underlying_shares: This option previously was reported as an option covering 11,497 shares at an exercise price of $13.1396 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1998 Directors' Stock Option Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. Read SEC document |
| March 27, 2012 Filed Mar 28, 2012 21:22 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | SaleCommon | 6,539 | $23.15 | $151,379.16 |
DisclosureSEC source: 0000080661-12-000061 · f4forcad1.xml · nonDerivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,416 F1 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $23.150 to $23.152, inclusive. The reporting person undertakes to provide to The Progressive Corporation, any security holder of The Progressive Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote 1. Read SEC document |
| March 27, 2012 Filed Mar 28, 2012 21:22 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 12,079 | $12.51 | $151,064.81 |
DisclosureSEC source: 0000080661-12-000061 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,955 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 03, 2012 Filed Feb 7, 2012 21:04 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 249.1455 | $21.17 Strike: $0.00 | $5,274.41 |
DisclosureSEC source: 0000080661-12-000025 · f4forcad1.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,202.0092 Underlying: Common · 249.1455 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 03, 2012 Filed Feb 7, 2012 21:04 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 168.025 | $21.17 Strike: $0.00 | $3,557.09 |
DisclosureSEC source: 0000080661-12-000025 · f4forcad1.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,903.5 Underlying: Common · 168.025 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 09, 2012 Filed Jan 9, 2012 20:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionPhantom Stock Unit / (Rest. Stock) · Derivative | 7,630.9421 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000015 · f4forcad1.xml · derivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,952.8637 Underlying: Common · 7,630.9421 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1 for 1. F2 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 09, 2012 Filed Jan 9, 2012 20:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 578.9421 | $19.58 | $11,337.13 |
DisclosureSEC source: 0000080661-12-000015 · f4forcad1.xml · nonDerivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,876 Read SEC document |
| January 09, 2012 Filed Jan 9, 2012 20:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 7,630.9421 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000015 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,454.9421 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 03, 2012 Filed Jan 5, 2012 20:22 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionPhantom Stock Unit · Derivative | 526.8488 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000013 · f4forcad1.xml · derivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,735.475 Underlying: Common · 526.8488 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1 for 1. F2 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 03, 2012 Filed Jan 5, 2012 20:22 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 526.8488 | $19.51 | $10,278.82 |
DisclosureSEC source: 0000080661-12-000013 · f4forcad1.xml · nonDerivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,824 Read SEC document |
| January 03, 2012 Filed Jan 5, 2012 20:22 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 526.8488 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000013 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,350.8488 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 29, 2011 Filed May 2, 2011 20:19 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000075 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,824 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| April 15, 2011 Filed Apr 19, 2011 19:20 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2001 Director Option · Derivative | 19,910 | $0.00 Strike: $8.16 | $0.00 |
DisclosureSEC source: 0000080661-11-000068 · f4forcad1.xml · derivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 19,910 shares Expires 2011-04-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: This option previously was reported as an option covering 18,951 shares at an exercise price of $8.5679 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1998 Directors' Stock Option Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. F1 · shares: This option previously was reported as an option covering 18,951 shares at an exercise price of $8.5679 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1998 Directors' Stock Option Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. Read SEC document |
| April 15, 2011 Filed Apr 19, 2011 19:20 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | SaleCommon | 7,632 | $21.32 | $162,714.24 |
DisclosureSEC source: 0000080661-11-000068 · f4forcad1.xml · nonDerivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,480 Read SEC document |
| April 15, 2011 Filed Apr 19, 2011 19:20 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 19,910 | $8.16 | $162,366.05 |
DisclosureSEC source: 0000080661-11-000068 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,112 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 04, 2011 Filed Feb 8, 2011 20:54 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 401.3347 | $20.05 Strike: $0.00 | $8,046.76 |
DisclosureSEC source: 0000080661-11-000048 · f4forcad1.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,583.8058 Underlying: Common · 401.3347 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 04, 2011 Filed Feb 8, 2011 20:54 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 180.593 | $20.05 Strike: $0.00 | $3,620.89 |
DisclosureSEC source: 0000080661-11-000048 · f4forcad1.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,262.3238 Underlying: Common · 180.593 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 29, 2010 Filed Dec 30, 2010 19:29 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 972.6491 | $19.75 Strike: $0.00 | $19,209.82 |
DisclosureSEC source: 0000080661-10-000107 · f4forcad1.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,237.1729 Underlying: Common · 972.6491 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 29, 2010 Filed Dec 30, 2010 19:29 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 437.6739 | $19.75 Strike: $0.00 | $8,644.06 |
DisclosureSEC source: 0000080661-10-000107 · f4forcad1.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,206.383 Underlying: Common · 437.6739 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 29, 2010 Filed Jan 12, 2011 22:26 UTC Amendment | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 972.6491 | $19.75 Strike: $0.00 | $19,209.82 |
DisclosureSEC source: 0000080661-11-000028 · f4aforcad1.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,182.4711 Underlying: Common · 972.6491 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. The reporting person's December 30, 2010 Form 4 improperly reported this acquisition as a disposition (D) of phantom shares in Column 5 of Table II thereof. This Form 4 amends the December 30, 2010 Form 4 to properly report the transaction as an acquisition (A) of phantom shares in Column 5 of Table II. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 29, 2010 Filed Jan 12, 2011 22:26 UTC Amendment | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 437.6739 | $19.75 Strike: $0.00 | $8,644.06 |
DisclosureSEC source: 0000080661-11-000028 · f4aforcad1.xml · derivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,081.7308 Underlying: Common · 437.6739 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. The reporting person's December 30, 2010 Form 4 improperly reported this acquisition as a disposition (D) of phantom shares in Column 5 of Table II thereof. This Form 4 amends the December 30, 2010 Form 4 to properly report the transaction as an acquisition (A) of phantom shares in Column 5 of Table II. F3 · derivative.exercise_date: The phantom stock units will be distributed in cash at the time elected by the reporting person, subject to the vesting provisions of the Plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| April 23, 2010 Filed Apr 27, 2010 17:42 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,828 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-10-000066 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,202 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| April 20, 2010 Filed Apr 21, 2010 13:51 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2000 Director Option · Derivative | 35,045 | $0.00 Strike: $4.75 | $0.00 |
DisclosureSEC source: 0000080661-10-000055 · f4forcad1.xml · derivative · entry 4 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 35,045 shares Expires 2010-04-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 20, 2010 Filed Apr 21, 2010 13:51 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | SaleCommon | 5,744 | $20.55 | $118,050.69 |
DisclosureSEC source: 0000080661-10-000055 · f4forcad1.xml · nonDerivative · entry 3 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,374 Read SEC document |
| April 20, 2010 Filed Apr 21, 2010 13:51 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | SaleCommon | 2,366 | $20.55 | $48,621.30 |
DisclosureSEC source: 0000080661-10-000055 · f4forcad1.xml · nonDerivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,118 Read SEC document |
| April 20, 2010 Filed Apr 21, 2010 13:51 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 35,045 | $4.75 | $166,309.55 |
DisclosureSEC source: 0000080661-10-000055 · f4forcad1.xml · nonDerivative · entry 1 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,484 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2010 Filed Mar 9, 2010 22:42 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 187.6624 | $16.35 Strike: $0.00 | $3,068.28 |
DisclosureSEC source: 0000080661-10-000029 · f4forcad1.xml · derivative · entry 2 DAVIS CHARLES A · CIK 0001071287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,209.822 Underlying: Common · 187.6624 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · shares: These phantom shares were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F5 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividends, will be paid out in cash at the time elected by the reporting person, subject to the vesting provisions of the plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.