Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HENRY SCHEIN INCHSIC · Entity 3536 | Director | March 06, 2026 | March 09, 2026 |
| HONEYWELL INTERNATIONAL INCHON · Entity 2988 | Director | January 02, 2018 | January 04, 2018 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director | February 09, 2018 | February 13, 2018 |
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.
HENRY SCHEIN INC
Report date March 06, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 47,623 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 2,577 · Balance 47,623 F1: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer.
HONEYWELL INTERNATIONAL INC
Report date January 02, 2018 · Filed January 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation (Phantom Shares)SEC Table II · derivative / convertible security | Direct | 18,740.595 |
Reported balance
After 2018-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-01-02 · Grant · Acquired 391.236 · Balance 18,740.595 F1: Instrument converts to common stock on a one-for-one basis. F2: Phantom shares are accrued under the Deferred Compensation Plan for Non-Employee Directors and will be settled in cash upon termination or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Instrument converts to common stock on a one-for-one basis.
F2: Phantom shares are accrued under the Deferred Compensation Plan for Non-Employee Directors and will be settled in cash upon termination or retirement.
PROGRESSIVE CORP/OH/
Report date February 09, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Unit (rest. Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 102,366.3539 |
Reported balance
After 2018-02-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-02-09 · Grant · Acquired 2,171.8937 · Balance 102,366.3539 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 16, 2005 Filed Mar 18, 2005 19:52 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit (Rest. Stock) · Derivative | 1,113 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-05-000027 · f4forbts1.xml · derivative · entry 2 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113 Underlying: Common · 1,113 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 16, 2005 Filed Mar 18, 2005 19:52 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-05-000027 · f4forbts1.xml · nonDerivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
| December 31, 2004 Filed Jan 4, 2005 13:10 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 0.064 | $84.84 Strike: $0.00 | $5.43 |
DisclosureSEC source: 0000080661-05-000007 · f4forbts1.xml · derivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181.2018 Underlying: Common · 0.064 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · 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. F2 · derivative.expiration_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. Read SEC document |
| September 30, 2004 Filed Oct 1, 2004 20:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 0.0641 | $84.75 Strike: $0.00 | $5.43 |
DisclosureSEC source: 0000080661-04-000207 · f4forbts1.xml · derivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181.1378 Underlying: Common · 0.0641 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · 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. F2 · derivative.expiration_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. Read SEC document |
| June 30, 2004 Filed Jul 1, 2004 20:05 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 117.252 | $85.30 Strike: $0.00 | $10,001.60 |
DisclosureSEC source: 0000080661-04-000169 · f4forbts1.xml · derivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181.0737 Underlying: Common · 117.252 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · 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. F2 · derivative.expiration_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. Read SEC document |
| April 16, 2004 Filed Apr 19, 2004 19:59 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-04-000135 · f4forbts1.xml · nonDerivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113 F1 · kind: Restricted stock grant made pursuant to The Progressive Corporation 2003 Directors Equity Incentive Plan. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 14:49 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 0.0182 | $87.60 Strike: $0.00 | $1.59 |
DisclosureSEC source: 0000080661-04-000117 · f4forbts1.xml · derivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63.8217 Underlying: Common · 0.0182 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · 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. F2 · derivative.expiration_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. Read SEC document |
| January 21, 2004 Filed Jan 22, 2004 21:57 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantPhantom Stock Unit · Derivative | 63.8035 | $83.59 Strike: $0.00 | $5,333.33 |
DisclosureSEC source: 0000080661-04-000033 · f4forbts1.xml · derivative · entry 1 SHEARES BRADLEY T · CIK 0001181183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63.8035 Underlying: Common · 63.8035 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · shares: On January 21, 2004, the Company credited the Reporting Person with phantom stock units to correct a prior miscalculation, retroactive to December 31, 2003. 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. F3 · derivative.expiration_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. F2 · derivative.underlying_shares: On January 21, 2004, the Company credited the Reporting Person with phantom stock units to correct a prior miscalculation, retroactive to December 31, 2003. 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.