Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Overture Acquisition Corp. | 385,326 | reported | 04 Mar 2008 | tx 1−57,799 |
| CIENA CORP | 129,776 | reported | 26 Mar 2026 | tx 28+182,867−2,857 |
| Frontier Communications Parent, Inc. | 98,402.34 | reported | 30 Jun 2010 | tx 64+106,432.38 |
| Carlyle Group Inc. | 73,643 | reported | 01 May 2025 | tx 13+62,279 |
| PROGRESSIVE CORP/OH/ | 12,482 | reported | 08 May 2026 | tx 89+266,898.79−109,230.94 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 3,093 | 0.00 USD | |
| 26 Mar 2026 | GRANT_AWARD | CIENA CORP | 605 | 0.00 USD | |
| 26 Mar 2026 | GRANT_AWARD | CIENA CORP | 257 | 0.00 USD | |
| 08 Jan 2026 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 8,654.13 | 0.00 USD | deriv |
| 10 Oct 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 55.98 | 0.00 USD | deriv |
| 11 Jul 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 54.74 | 0.00 USD | deriv |
| 09 May 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 1,986 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | Carlyle Group Inc. | 5,235 | 0.00 USD | |
| 11 Apr 2025 | OTHER | PROGRESSIVE CORP/OH/ | 2,619 | 0.00 USD | |
| 11 Apr 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 2,619 | 0.00 USD | deriv |
| 11 Apr 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 49.56 | 0.00 USD | deriv |
| 27 Mar 2025 | GRANT_AWARD | CIENA CORP | 3,738 | 0.00 USD | |
| 27 Mar 2025 | GRANT_AWARD | CIENA CORP | 1,590 | 0.00 USD | |
| 16 Jan 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 2,449.22 | 0.00 USD | deriv |
| 11 Oct 2024 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 51.4 | 0.00 USD | deriv |
| 12 Jul 2024 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 61.09 | 0.00 USD | deriv |
| 10 May 2024 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 2,619 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | Carlyle Group Inc. | 5,004 | 0.00 USD | |
| 12 Apr 2024 | OTHER | PROGRESSIVE CORP/OH/ | 3,898 | 0.00 USD | |
| 12 Apr 2024 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 62.91 | 0.00 USD | deriv |
| 12 Apr 2024 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 3,898 | 0.00 USD | deriv |
| 21 Mar 2024 | GRANT_AWARD | CIENA CORP | 4,438 | 0.00 USD | |
| 26 Jan 2024 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 596.4 | 0.00 USD | deriv |
| 13 Oct 2023 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 82.13 | 0.00 USD | deriv |
| 14 Jul 2023 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 109.4 | 0.00 USD | deriv |