Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | November 30, 2025 | December 02, 2025 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director | October 09, 2026 | October 13, 2026 |
| Wheels Up Experience Inc.UP · Entity 6501 | Director | June 09, 2026 | June 11, 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.
CVS HEALTH Corp
Report date November 30, 2025 · Filed December 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,438.4534 |
Reported balance
After 2025-11-30 transaction · row 1
1 source rowRow 1 · 2025-11-30 · Tax withholding · Disposed 9,748 · Balance 19,438.4534 F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award.
PROGRESSIVE CORP/OH/
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Unit (rest. Stock)SEC Table II · derivative / convertible security | Direct | 155,758.3929 |
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 71.2004 · Balance 155,758.3929 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.
Wheels Up Experience Inc.
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 24,305 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 24,305 · Balance 24,305 F1: Represents a grant of restricted stock units ("RSUs") under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended. The RSUs will be settled in shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting, if at all. The RSUs will vest in four equal quarterly installments on each of (i) September 9, 2026, (ii) December 9, 2026, (iii) March 9, 2027, and (iv) upon the earlier to occur of (a) June 9, 2027 or (b) the date of the next annual meeting of stockholders of the Issuer following June 9, 2027, in each case subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") under the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as amended by Amendment No. 1 thereto, effective April 15, 2024, Amendment No. 2 thereto, effective March 26, 2025, and Amendment No. 3 thereto, effective March 31, 2026), pursuant to Rule 16b-3(d) under the Securities Exchange Act of 1934, as amended. The RSUs will be settled in shares of Class A common stock, par value $0.0001 per share, of Wheels Up Experience Inc. (the "Issuer") upon vesting, if at all. The RSUs will vest in four equal quarterly installments on each of (i) September 9, 2026, (ii) December 9, 2026, (iii) March 9, 2027, and (iv) upon the earlier to occur of (a) June 9, 2027 or (b) the date of the next annual meeting of stockholders of the Issuer following June 9, 2027, in each case subject to the Reporting Person's continued service to the Issuer.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AETNA INC /PA/
Report date November 28, 2018 · Filed November 28, 2018
Section 16 reporting ended · disclosed 2018-11-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 1
1 source rowRow 1 · 2018-11-28 · Disposition to issuer · Disposed 3,000 · Balance 0 F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-28 · Disposition to issuer · Disposed 18,274.1882 · Balance 0 F2: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-28 · Disposition to issuer · Disposed 6,000 · Balance 0 F3: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-28 · Disposition to issuer · Disposed 990 · Balance 0 F4: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-28 · Disposition to issuer · Disposed 33,730.2412 · Balance 0 F5: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock.
F2: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
F3: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount.
F4: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement..
F5: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
TIFFANY & CO
Report date January 07, 2021 · Filed January 11, 2021
Section 16 reporting ended · disclosed 2021-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $.01 ParSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 1
1 source rowRow 1 · 2021-01-07 · Disposition to issuer · Disposed 25,409 · Balance 0 F1: Disposed of pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 28, 2020, by and among Tiffany & Co. (the "Company"), LVMH Moet Hennessy-Louis Vuitton SE ("Parent"), Breakfast Holdings Acquisition Corp. ("Holding") and Breakfast Acquisition Corp. ("Merger Sub") (the "Merger Agreement"), which amended and restated the Agreement and Plan of Merger, dated as of November 24, 2019, by and among the Company, Parent, Holding and Merger Sub, in exchange for $131.50 per share in cash, without interest and less any required withholding taxes (the "Per Share Merger Consideration"). The total number of shares disposed of included 10,355 unvested restricted stock units ("RSUs"), and 5,054 vested RSUs (which includes dividend equivalent units credited in respect of such vested RSUs) as to which the director elected to defer the maturity date (and thereby the delivery of the related shares). |
| Common Stock $.01 ParSEC Table I · non-derivative | IndirectBy Family Trust | 0 |
Reported balance
After 2021-01-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-01-07 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Disposed of pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 28, 2020, by and among Tiffany & Co. (the "Company"), LVMH Moet Hennessy-Louis Vuitton SE ("Parent"), Breakfast Holdings Acquisition Corp. ("Holding") and Breakfast Acquisition Corp. ("Merger Sub") (the "Merger Agreement"), which amended and restated the Agreement and Plan of Merger, dated as of November 24, 2019, by and among the Company, Parent, Holding and Merger Sub, in exchange for $131.50 per share in cash, without interest and less any required withholding taxes (the "Per Share Merger Consideration"). The total number of shares disposed of included 10,355 unvested restricted stock units ("RSUs"), and 5,054 vested RSUs (which includes dividend equivalent units credited in respect of such vested RSUs) as to which the director elected to defer the maturity date (and thereby the delivery of the related shares). |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $93.53 · Expires 2029-06-04 | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-07 · Disposition to issuer · Disposed 9,489 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $126.44 · Expires 2028-05-24 | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-01-07 · Disposition to issuer · Disposed 8,395 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $85.82 · Expires 2027-05-25 | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-01-07 · Disposition to issuer · Disposed 6,749 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 28, 2020, by and among Tiffany & Co. (the "Company"), LVMH Moet Hennessy-Louis Vuitton SE ("Parent"), Breakfast Holdings Acquisition Corp. ("Holding") and Breakfast Acquisition Corp. ("Merger Sub") (the "Merger Agreement"), which amended and restated the Agreement and Plan of Merger, dated as of November 24, 2019, by and among the Company, Parent, Holding and Merger Sub, in exchange for $131.50 per share in cash, without interest and less any required withholding taxes (the "Per Share Merger Consideration"). The total number of shares disposed of included 10,355 unvested restricted stock units ("RSUs"), and 5,054 vested RSUs (which includes dividend equivalent units credited in respect of such vested RSUs) as to which the director elected to defer the maturity date (and thereby the delivery of the related shares).
F2: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option.
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 |
|---|---|---|---|---|---|---|
| March 05, 2010 Filed Mar 9, 2010 22:54 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 71.1498 | $16.35 Strike: $0.00 | $1,163.30 |
DisclosureSEC source: 0000080661-10-000031 · f4forrnf1.xml · derivative · entry 1 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,283.1498 Underlying: Common · 71.1498 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: 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 |
| April 23, 2009 Filed Apr 24, 2009 21:37 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 10,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-09-000046 · f4forrnf1.xml · nonDerivative · entry 1 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,666 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| March 18, 2009 Filed Mar 20, 2009 14:46 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 7,212 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-09-000021 · f4forrnf1.xml · derivative · entry 2 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,212 Underlying: Common · 7,212 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F1 · price: The reporting person elected to defer receipt of previously granted restricted Common Shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of phantom stock units under the applicable deferred compensation plan. F3 · derivative.exercise_date: These units will be paid out in an equal number of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. F3 · derivative.expiration_date: These units will be paid out in an equal number of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. Read SEC document |
| March 18, 2009 Filed Mar 20, 2009 14:46 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 7,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-09-000021 · f4forrnf1.xml · nonDerivative · entry 1 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · price: The reporting person elected to defer receipt of previously granted restricted Common Shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of phantom stock units under the applicable deferred compensation plan. Read SEC document |
| August 14, 2008 Filed Aug 18, 2008 17:12 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 7,212 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-08-000086 · f4forrnf1.xml · nonDerivative · entry 1 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,712 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| June 20, 2008 Filed Jun 24, 2008 18:05 UTC Amendment | PROGRESSIVE CORP/OH/ PGR · Entity 193 | PurchaseCommon | 7,500 | $20.09 | $150,675.00 |
DisclosureSEC source: 0000080661-08-000078 · f4aforrnf1.xml · nonDerivative · entry 1 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · date: This Form 4 amends the transaction date of the reporting person's June 23, 2008 Form 4, which mistakenly reported that the reporting person's purchase of shares took place on June 19, 2008. Read SEC document |
| June 19, 2008 Filed Jun 23, 2008 22:05 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | PurchaseCommon | 7,500 | $20.09 | $150,675.00 |
DisclosureSEC source: 0000080661-08-000077 · f4forrnf1.xml · nonDerivative · entry 1 FARAH ROGER N · CIK 0001112072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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.