Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CIENA CORPCIEN · Entity 1071 | Director | March 26, 2026 | March 30, 2026 |
| Carlyle Group Inc.CG · Entity 3316 | Director | May 01, 2026 | May 01, 2026 |
| 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.
CIENA CORP
Report date March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,033 |
Last balance in matching sequence
After 2026-03-26 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-26 · Grant · Acquired 605 · Balance 129,776 F1: Restricted stock units (RSUs) vest in full on the first anniversary of the date of the grant. F2: Shares reported include unvested Restricted Stock Units (RSUs). Row 2 · 2026-03-26 · Grant · Acquired 257 · Balance 130,033 F1: Restricted stock units (RSUs) vest in full on the first anniversary of the date of the grant. F2: Shares reported include unvested Restricted Stock Units (RSUs). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) vest in full on the first anniversary of the date of the grant.
F2: Shares reported include unvested Restricted Stock Units (RSUs).
Carlyle Group Inc.
Report date May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,093 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 4,450 · Balance 78,093 F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are a restricted stock unit award granted under The Carlyle Group Inc. Amended & Restated 2012 Equity Incentive Plan. These securities will vest on May 1, 2027, subject to the reporting person's continued service on the Issuer's Board of Directors on such vesting date, and receipt of such shares shall be deferred to a future date pursuant to a deferral election made by the reporting person.
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 | 146,081.2435 |
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 66.7769 · Balance 146,081.2435 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 |
|---|---|---|---|---|---|---|
| March 20, 2013 Filed Mar 21, 2013 16:18 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 9,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000054 · f4forlwf.xml · derivative · entry 2 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,162.5133 Underlying: Common · 9,593 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 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 20, 2013 Filed Mar 21, 2013 16:18 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 9,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080661-13-000054 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,389 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 units under the applicable deferred compensation plan. Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 14:04 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 230.3028 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000034 · f4forlwf.xml · derivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,569.5133 Underlying: Common · 230.3028 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 Nov 30, 2012 21:19 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 815.4383 | $21.49 Strike: $0.00 | $17,523.77 |
DisclosureSEC source: 0000080661-12-000092 · f4forlwf.xml · derivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,339.2105 Underlying: Common · 815.4383 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 14:52 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,593 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000072 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,982 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| March 29, 2012 Filed Apr 2, 2012 15:17 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 8,660 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000080661-12-000063 · f4forlwf.xml · derivative · entry 2 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,523.7722 Underlying: Common · 8,660 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 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 29, 2012 Filed Apr 2, 2012 15:17 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 8,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080661-12-000063 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,389 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 units under the applicable deferred compensation plan. Read SEC document |
| February 03, 2012 Filed Feb 7, 2012 21:20 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 167.2749 | $21.17 Strike: $0.00 | $3,541.21 |
DisclosureSEC source: 0000080661-12-000027 · f4forlwf.xml · derivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,863.7722 Underlying: Common · 167.2749 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 29, 2011 Filed May 2, 2011 19:33 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 8,660 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000070 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,049 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| February 04, 2011 Filed Feb 8, 2011 20:45 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 169.5606 | $20.05 Strike: $0.00 | $3,399.69 |
DisclosureSEC source: 0000080661-11-000047 · f4forlwf.xml · derivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,696.4973 Underlying: Common · 169.5606 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 21:09 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 410.9367 | $19.75 Strike: $0.00 | $8,116.00 |
DisclosureSEC source: 0000080661-10-000110 · f4forlwf.xml · derivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,705.0633 Underlying: Common · 410.9367 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 21:55 UTC Amendment | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 410.9367 | $19.75 Strike: $0.00 | $8,116.00 |
DisclosureSEC source: 0000080661-11-000026 · f4aforlwf.xml · derivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,526.9367 Underlying: Common · 410.9367 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 26, 2010 18:35 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit / (Rest. Stock) · Derivative | 8,116 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-10-000063 · f4forlwf.xml · derivative · entry 2 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,116 Underlying: Common · 8,116 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. 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 |
| April 23, 2010 Filed Apr 26, 2010 18:35 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 8,116 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-10-000063 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280 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 |
| April 23, 2010 Filed Apr 27, 2010 18:28 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 9,109 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-10-000068 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,389 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| August 13, 2009 Filed Aug 17, 2009 14:13 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 8,116 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-09-000055 · f4forlwf.xml · nonDerivative · entry 1 FITT LAWTON W · CIK 0001103725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,396 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. 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.