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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-May-24 11:15 AM View:  | Progressive Corp. (PGR) | 10-May-24 | Grant | 2,619 | -- | -- | 28% 9.39K to 12.01K | |
| 03-May-24 5:24 PM View: | The Carlyle Group LP (CG) | 01-May-24 | Grant | 5,004 | -- | -- | 8% 63.4K to 68.41K | |
| 16-Apr-24 2:40 PM View: | Progressive Corp. (PGR) | 12-Apr-24 | Disposition | 3,898 | -- | -- | (29%) 13.29K to 9.39K | |
| 25-Mar-24 5:23 PM View: | CIENA Corp. (CIEN) | 21-Mar-24 | Grant | 4,438 | -- | -- | 4% 119.41K to 123.84K | |
| 16-May-23 12:12 PM View: | Progressive Corp. (PGR) | 12-May-23 | Grant | 3,898 | -- | -- | 42% 9.39K to 13.29K | |
| 03-May-23 5:07 PM View: | The Carlyle Group LP (CG) | 01-May-23 | Grant | 6,238 | -- | -- | 11% 57.17K to 63.4K | |
| 17-Apr-23 12:50 PM View: | Progressive Corp. (PGR) | 13-Apr-23 | Disposition | 4,739 | -- | -- | (34%) 14.13K to 9.39K | |
| 03-Apr-23 3:51 PM View: | CIENA Corp. (CIEN) | 30-Mar-23 | Grant | 4,331 | -- | -- | 4% 115.07K to 119.41K | |
| 18-May-22 2:58 PM View: | Progressive Corp. (PGR) | 16-May-22 | Grant | 4,739 | -- | -- | 50% 9.39K to 14.13K | |
| 02-May-22 6:08 PM View: | The Carlyle Group LP (CG) | 01-May-22 | Grant | 5,236 | -- | -- | 10% 51.93K to 57.17K | |
| 11-Apr-22 2:06 PM View: | Progressive Corp. (PGR) | 07-Apr-22 | Disposition | 4,802 | -- | -- | (34%) 14.19K to 9.39K | |
| 04-Apr-22 4:44 PM View: | CIENA Corp. (CIEN) | 31-Mar-22 | Grant | 3,722 | -- | -- | 3% 111.35K to 115.07K | |
| 14-May-21 2:21 PM View: | Progressive Corp. (PGR) | 13-May-21 | Grant | 4,802 | -- | -- | 51% 9.39K to 14.19K | |
| 03-May-21 9:27 PM View: | The Carlyle Group LP (CG) | 01-May-21 | Grant | 3,985 | -- | -- | 8% 47.95K to 51.93K | |
| 09-Apr-21 2:56 PM View: | Progressive Corp. (PGR) | 08-Apr-21 | Disposition | 6,329 | -- | -- | (40%) 15.72K to 9.39K | |
| 05-Apr-21 2:23 PM View: | CIENA Corp. (CIEN) | 01-Apr-21 | Grant | 4,116 | -- | -- | 4% 107.24K to 111.35K | |
| 12-May-20 2:09 PM View: | Progressive Corp. (PGR) | 11-May-20 | Grant | 6,329 | -- | -- | 67% 9.39K to 15.72K | |
| 05-May-20 6:40 PM View: | The Carlyle Group LP (CG) | 01-May-20 | Grant | 5,411 | -- | -- | 13% 42.53K to 47.95K | |
| 14-Apr-20 12:48 PM View: | Progressive Corp. (PGR) | 10-Apr-20 | Disposition | 6,401 | -- | -- | (41%) 15.79K to 9.39K | |
| 03-Apr-20 2:19 PM View: | CIENA Corp. (CIEN) | 02-Apr-20 | Grant | 5,678 | -- | -- | 6% 101.56K to 107.24K | |
| 14-May-19 3:08 PM View: | Progressive Corp. (PGR) | 10-May-19 | Grant | 6,401 | -- | -- | 68% 9.39K to 15.79K | |
| 03-May-19 5:08 PM View: | The Carlyle Group LP (CG) | 01-May-19 | Grant | 5,854 | -- | -- | 16% 36.68K to 42.53K | |
| 15-Apr-19 4:20 PM View: | Progressive Corp. (PGR) | 11-Apr-19 | Disposition | 7,071 | -- | -- | (43%) 16.46K to 9.39K | |
| 01-Apr-19 11:09 AM View: | CIENA Corp. (CIEN) | 28-Mar-19 | Grant | 5,284 | -- | -- | 5% 96.27K to 101.56K | |
| 25-May-18 2:41 PM View: | Progressive Corp. (PGR) | 23-May-18 | Grant | 7,071 | -- | -- | 75% 9.39K to 16.46K | |
| 03-May-18 7:05 PM View: | The Carlyle Group LP (CG) | 01-May-18 | Grant | 5,826 | -- | -- | 19% 30.85K to 36.68K | |
| 13-Apr-18 3:06 PM View: | Progressive Corp. (PGR) | 12-Apr-18 | Disposition | 8,755 | -- | -- | (48%) 18.14K to 9.39K | |
| 05-Apr-18 1:44 PM View: | CIENA Corp. (CIEN) | 03-Apr-18 | Grant | 7,626 | -- | -- | 9% 88.65K to 96.27K | |
| 16-May-17 1:52 PM View: | Progressive Corp. (PGR) | 12-May-17 | Grant | 8,755 | -- | -- | 93% 9.39K to 18.14K | |
| 03-May-17 5:04 PM View: | The Carlyle Group LP (CG) | 01-May-17 | Grant | 5,634 | -- | -- | 22% 25.22K to 30.85K | |
| 13-Apr-17 3:57 PM View: | Progressive Corp. (PGR) | 13-Apr-17 | Disposition | 9,477 | -- | -- | (50%) 18.87K to 9.39K | |
| 27-Mar-17 10:12 AM View: | CIENA Corp. (CIEN) | 23-Mar-17 | Grant | 8,055 | -- | -- | 10% 80.59K to 88.65K | |
| 17-May-16 11:00 AM View: | Progressive Corp. (PGR) | 13-May-16 | Grant | 9,477 | -- | -- | 101% 9.39K to 18.87K | |
| 03-May-16 5:59 PM View: | The Carlyle Group LP (CG) | 01-May-16 | Grant | 5,974 | -- | -- | 31% 19.25K to 25.22K | |
| 19-Apr-16 10:23 AM View: | Progressive Corp. (PGR) | 15-Apr-16 | Disposition | 9,732 | -- | -- | (51%) 19.12K to 9.39K | |
| 24-Mar-16 11:19 AM View: | CIENA Corp. (CIEN) | 24-Mar-16 | Grant | 9,445 | -- | -- | 13% 71.15K to 80.59K | |
| 18-May-15 3:39 PM View: | Progressive Corp. (PGR) | 15-May-15 | Grant | 9,732 | -- | -- | 104% 9.39K to 19.12K | |
| 05-May-15 5:31 PM View: | The Carlyle Group LP (CG) | 01-May-15 | Grant | 3,243 | -- | -- | 20% 16.0K to 19.25K | |
| 17-Apr-15 10:18 AM View: | Progressive Corp. (PGR) | 16-Apr-15 | Disposition | 9,464 | -- | -- | (50%) 18.85K to 9.39K | |
| 30-Mar-15 12:27 PM View: | CIENA Corp. (CIEN) | 26-Mar-15 | Grant | 8,417 | -- | -- | 14% 59.87K to 68.29K | |
| 06-Apr-15 4:17 PM View: | CIENA Corp. (CIEN) | 10-Mar-15 | Option Exercise | 2,857 | $12.95 | $36,998.10 | 5% 59.87K to 62.73K | |
| 19-May-14 3:22 PM View: | Progressive Corp. (PGR) | 16-May-14 | Grant | 9,464 | -- | -- | 101% 9.39K to 18.85K | |
| 05-May-14 4:44 PM View: | The Carlyle Group LP (CG) | 01-May-14 | Grant | 3,068 | -- | -- | 24% 12.94K to 16.0K | |
| 17-Apr-14 9:56 AM View: | Progressive Corp. (PGR) | 17-Apr-14 | Disposition | 9,164 | -- | -- | (49%) 18.55K to 9.39K | |
| 14-Apr-14 11:54 AM View: | CIENA Corp. (CIEN) | 10-Apr-14 | Grant | 7,631 | -- | -- | 15% 52.24K to 59.87K | |
| 20-May-13 5:14 PM View: | Progressive Corp. (PGR) | 17-May-13 | Grant | 9,164 | -- | -- | 98% 9.39K to 18.55K | |
| 14-Jun-13 4:26 PM View: | The Carlyle Group LP (CG) | 01-May-13 | Grant | 1,571 | -- | -- | 14% 11.36K to 12.94K | |
| 21-Mar-13 12:18 PM View: | Progressive Corp. (PGR) | 20-Mar-13 | Disposition | 9,593 | -- | -- | (51%) 18.98K to 9.39K | |
| 22-Mar-13 4:03 PM View: | CIENA Corp. (CIEN) | 20-Mar-13 | Grant | 9,334 | -- | -- | 22% 42.91K to 52.24K | |
| 24-Apr-12 10:52 AM View: | Progressive Corp. (PGR) | 20-Apr-12 | Grant | 9,593 | -- | -- | 102% 9.39K to 18.98K |