Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Chief Investment Officer | January 01, 2020 | January 03, 2020 |
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.
PROGRESSIVE CORP/OH/
Report date January 01, 2020 · Filed January 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 89,714.833 |
Ending reported balance
After 2020-01-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-01 · Exercise / conversion · Acquired 7,583.437 · Balance 92,167.833 F1: Represents Common Shares issued upon the vesting of restricted stock unit awards. This Form 4 reports the disposition of such restricted stock units in exchange for an equal number of Common Shares. Row 2 · 2020-01-01 · Tax withholding · Disposed 2,453 · Balance 89,714.833 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 14,319.106 |
Reported balance
After 2020-01-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-01-01 · Exercise / conversion · Disposed 7,583.437 · Balance 14,319.106 F2: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F1: Represents Common Shares issued upon the vesting of restricted stock unit awards. This Form 4 reports the disposition of such restricted stock units in exchange for an equal number of Common Shares. F3: Units vested as of January 1, 2020. F4: Expiration Date is the same as the Date Exercisable. |
| CommonSEC Table I · non-derivative | Indirect401(k) Plan | 5.949 |
Reported balance
Holding disclosure · report date 2020-01-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5.949 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Common Shares issued upon the vesting of restricted stock unit awards. This Form 4 reports the disposition of such restricted stock units in exchange for an equal number of Common Shares.
F2: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock.
F3: Units vested as of January 1, 2020.
F4: 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 31, 2004 Filed Apr 1, 2004 15:43 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 0.161 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-04-000097 · f4forwmc1.xml · derivative · entry 1 CODY WILLIAM M · CIK 0001218679 · Chief Investment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568.075 Underlying: Common · 0.161 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Immediately F3 · derivative.expiration_date: These units will be paid out in the form of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. Read SEC document |
| March 19, 2004 Filed Mar 19, 2004 16:53 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 7,022 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-04-000069 · f4forwmc1.xml · nonDerivative · entry 1 CODY WILLIAM M · CIK 0001218679 · Chief Investment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,802 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Incentive Plan. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 15:34 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 0.17 | $83.47 Strike: $0.00 | $14.19 |
DisclosureSEC source: 0000080661-04-000005 · f4forwmc1.xml · derivative · entry 1 CODY WILLIAM M · CIK 0001218679 · Chief Investment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567.914 Underlying: Common · 0.17 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Immediately F3 · derivative.expiration_date: These units will be paid out in the form of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. Read SEC document |
| September 30, 2003 Filed Oct 1, 2003 21:26 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 0.205 | $69.22 Strike: $0.00 | $14.19 |
DisclosureSEC source: 0000080661-03-000129 · f4forwmc1.xml · derivative · entry 1 CODY WILLIAM M · CIK 0001218679 · Chief Investment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567.744 Underlying: Common · 0.205 shares Expires 1988-08-08 F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Immediately F3 · derivative.expiration_date: These units will be paid out in the form of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the plan. Read SEC document |
| June 30, 2003 Filed Jul 1, 2003 23:02 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 0.192 | $73.91 Strike: $0.00 | $14.19 |
DisclosureSEC source: 0000080661-03-000097 · f4forwmc1.xml · derivative · entry 1 CODY WILLIAM M · CIK 0001218679 · Chief Investment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567.539 Underlying: Common · 0.192 shares Expires 1988-08-08 F1 · derivative.exercise_date: Immediately F2 · derivative.expiration_date: These units will be paid out in the form of Common Shares at the time elected by the reporting person, subject to the vesting provisions of the 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.