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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jul-24 1:05 PM View:  | KeyCorp (KEY) | 01-Jul-24 | Option Exercise | 8,164 | -- | -- | 30% 26.85K to 35.01K | |
| 02-Jul-24 3:49 PM View: | Progressive Corp. (PGR) | 01-Jul-24 | Disposition | 41 | $209.68 | $8,569.87 | (< 1%) 8.88K to 8.84K | |
| 02-Jul-24 3:49 PM View: | Progressive Corp. (PGR) | 01-Jul-24 | Option Exercise | 759 | -- | -- | 9% 8.12K to 8.88K | |
| 14-May-24 1:47 PM View: | Progressive Corp. (PGR) | 10-May-24 | Grant | 1,507 | -- | -- | 23% 6.61K to 8.12K | |
| 01-Sep-23 2:13 PM View: | Progressive Corp. (PGR) | 30-Aug-23 | Private Sale | 21,731 | $133.09 | $2,892,220.00 | (77%) 28.34K to 6.61K | |
| 06-Jul-23 10:20 AM View: | Progressive Corp. (PGR) | 03-Jul-23 | Disposition | 546 | $132.18 | $72,104.60 | (2%) 28.89K to 28.34K | |
| 06-Jul-23 10:20 AM View: | Progressive Corp. (PGR) | 03-Jul-23 | Option Exercise | 4,908 | -- | -- | 20% 23.98K to 28.89K | |
| 05-Jul-23 4:34 PM View: | KeyCorp (KEY) | 01-Jul-23 | Option Exercise | 5,235 | -- | -- | 25% 20.85K to 26.09K | |
| 16-May-23 12:27 PM View: | Progressive Corp. (PGR) | 12-May-23 | Grant | 2,249 | -- | -- | 10% 21.73K to 23.98K | |
| 17-Apr-23 12:57 PM View: | Progressive Corp. (PGR) | 13-Apr-23 | Disposition | 2,734 | -- | -- | (11%) 24.46K to 21.73K | |
| 05-Jul-22 4:07 PM View: | KeyCorp (KEY) | 01-Jul-22 | Option Exercise | 2,698 | -- | -- | 15% 17.43K to 20.12K | |
| 05-Jul-22 4:25 PM View: | Progressive Corp. (PGR) | 01-Jul-22 | Disposition | 530 | $114.32 | $60,582.10 | (2%) 24.99K to 24.46K | |
| 05-Jul-22 4:25 PM View: | Progressive Corp. (PGR) | 01-Jul-22 | Option Exercise | 4,892 | -- | -- | 24% 20.1K to 24.99K | |
| 18-May-22 3:12 PM View: | Progressive Corp. (PGR) | 16-May-22 | Grant | 2,734 | -- | -- | 16% 17.37K to 20.1K | |
| 11-Apr-22 2:14 PM View: | Progressive Corp. (PGR) | 07-Apr-22 | Disposition | 2,710 | -- | -- | (13%) 20.08K to 17.37K | |
| 07-Jan-22 11:25 AM View: | Progressive Corp. (PGR) | 05-Jan-22 | Disposition | 1,124 | $102.16 | $114,794.00 | (5%) 21.2K to 20.08K | |
| 07-Jan-22 11:25 AM View: | Progressive Corp. (PGR) | 05-Jan-22 | Option Exercise | 6,004 | -- | -- | 40% 15.2K to 21.2K | |
| 22-Jul-21 2:59 PM View: | Progressive Corp. (PGR) | 20-Jul-21 | Disposition | 446 | $94.68 | $42,263.30 | (3%) 15.64K to 15.2K | |
| 22-Jul-21 2:59 PM View: | Progressive Corp. (PGR) | 20-Jul-21 | Option Exercise | 4,809 | -- | -- | 44% 10.84K to 15.64K | |
| 06-Jul-21 10:00 PM View: | KeyCorp (KEY) | 01-Jul-21 | Option Exercise | 1,175 | -- | -- | 7% 15.84K to 17.02K | |
| 14-May-21 2:37 PM View: | Progressive Corp. (PGR) | 13-May-21 | Grant | 2,710 | -- | -- | 33% 8.13K to 10.84K | |
| 09-Apr-21 3:35 PM View: | Progressive Corp. (PGR) | 08-Apr-21 | Disposition | 3,569 | -- | -- | (31%) 11.69K to 8.13K | |
| 12-May-20 2:32 PM View: | Progressive Corp. (PGR) | 11-May-20 | Grant | 3,569 | -- | -- | 44% 8.13K to 11.69K | |
| 14-Apr-20 2:57 PM View: | Progressive Corp. (PGR) | 10-Apr-20 | Disposition | 3,609 | -- | -- | (31%) 11.73K to 8.13K | |
| 14-May-19 2:39 PM View: | Progressive Corp. (PGR) | 10-May-19 | Grant | 3,609 | -- | -- | 44% 8.13K to 11.73K | |
| 15-Apr-19 4:15 PM View: | Progressive Corp. (PGR) | 11-Apr-19 | Disposition | 4,179 | -- | -- | (34%) 12.3K to 8.13K | |
| 12-Feb-19 5:40 PM View: | Progressive Corp. (PGR) | 11-Feb-19 | Market Purchase | 292 | $67.34 | $19,691.00 | 2% 12.01K to 12.3K | 25% |
| 25-May-18 2:36 PM View: | Progressive Corp. (PGR) | 23-May-18 | Grant | 4,179 | -- | -- | 53% 7.83K to 12.01K | |
| 13-Apr-18 3:00 PM View: | Progressive Corp. (PGR) | 12-Apr-18 | Disposition | 6,754 | -- | -- | (46%) 14.59K to 7.83K | |
| 13-Feb-18 10:56 AM View: | Progressive Corp. (PGR) | 07-Feb-18 | Acquisition (small) | 161 | $53.57 | $8,628.68 | 1% 14.43K to 14.59K | 57% |
| 16-May-17 2:02 PM View: | Progressive Corp. (PGR) | 12-May-17 | Grant | 6,754 | -- | -- | 88% 7.67K to 14.43K | |
| 17-May-16 11:28 AM View: | Progressive Corp. (PGR) | 13-May-16 | Grant | 7,672 | -- | -- | 100% 0 to 7.67K | |
| 19-Apr-16 10:34 AM View: | Progressive Corp. (PGR) | 15-Apr-16 | Disposition | 9,365 | -- | -- | (100%) 9.37K to 0 | |
| 05-Feb-16 4:23 PM View: | KeyCorp (KEY) | 04-Feb-16 | Market Purchase | 7,000 | $10.75 | $75,250.00 | 103% 6.82K to 13.82K | 61% |
| 18-May-15 4:16 PM View: | Progressive Corp. (PGR) | 15-May-15 | Grant | 9,365 | -- | -- | 100% 0 to 9.37K | |
| 08-May-15 10:31 AM View: | Progressive Corp. (PGR) | 07-May-15 | Disposition | 4,880 | -- | -- | (100%) 4.88K to 0 | |
| 10-Nov-14 10:01 AM View: | Progressive Corp. (PGR) | 06-Nov-14 | Grant | 4,880 | -- | -- | 100% 0 to 4.88K | |
| 30-Jul-13 3:18 PM View: | KeyCorp (KEY) | 29-Jul-13 | Disposition | 4,362 | $12.40 | $54,088.80 | (41%) 10.72K to 6.36K | (46%) |
| 30-Jul-13 3:18 PM View: | KeyCorp (KEY) | 29-Jul-13 | Option Exercise | 8,723 | -- | -- | 436% 2.0K to 10.72K | |
| 09-Aug-11 2:24 PM View: | KeyCorp (KEY) | 09-Aug-11 | Market Purchase | 2,000 | $6.66 | $13,320.00 | 100% 0 to 2.0K | 168% |