Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KEYCORP /NEW/ | 168,668 | reported | 14 May 2026 | tx 93+294,561−100,741 |
| PROGRESSIVE CORP/OH/ | 12,475.479 | reported | 08 May 2026 | tx 82+117,757.05−84,418.88 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | KEYCORP /NEW/ | 7,352 | 0.00 USD | deriv |
| 11 May 2026 | EXERCISE | KEYCORP /NEW/ | 18,118 | — | |
| 11 May 2026 | OTHER | KEYCORP /NEW/ | 9,059 | 21.41 USD | |
| 11 May 2026 | EXERCISE | KEYCORP /NEW/ | 18,118 | — | deriv |
| 08 May 2026 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 1,779 | 0.00 USD | |
| 08 Jan 2026 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 1,347.1 | 0.00 USD | deriv |
| 01 Jan 2026 | EXERCISE | KEYCORP /NEW/ | 1,377 | — | |
| 01 Jan 2026 | EXERCISE | KEYCORP /NEW/ | 1,526 | — | |
| 01 Jan 2026 | EXERCISE | KEYCORP /NEW/ | 1,526 | — | deriv |
| 01 Jan 2026 | EXERCISE | KEYCORP /NEW/ | 1,377 | — | deriv |
| 10 Oct 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 8.71 | 0.00 USD | deriv |
| 01 Oct 2025 | EXERCISE | KEYCORP /NEW/ | 1,493 | — | |
| 01 Oct 2025 | EXERCISE | KEYCORP /NEW/ | 1,363 | — | |
| 01 Oct 2025 | EXERCISE | KEYCORP /NEW/ | 1,363 | — | deriv |
| 01 Oct 2025 | EXERCISE | KEYCORP /NEW/ | 1,493 | — | deriv |
| 11 Jul 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 8.52 | 0.00 USD | deriv |
| 01 Jul 2025 | EXERCISE | KEYCORP /NEW/ | 35,955 | — | |
| 01 Jul 2025 | EXERCISE | KEYCORP /NEW/ | 35,955 | 0.00 USD | deriv |
| 01 Jul 2025 | EXERCISE | PROGRESSIVE CORP/OH/ | 774.11 | 0.00 USD | |
| 01 Jul 2025 | OTHER | PROGRESSIVE CORP/OH/ | 56.11 | 265.49 USD | |
| 01 Jul 2025 | EXERCISE | PROGRESSIVE CORP/OH/ | 774.11 | 0.00 USD | deriv |
| 15 May 2025 | GRANT_AWARD | KEYCORP /NEW/ | 8,798 | 0.00 USD | deriv |
| 09 May 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 1,143 | 0.00 USD | |
| 11 Apr 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 8 | 0.00 USD | deriv |
| 16 Jan 2025 | GRANT_AWARD | PROGRESSIVE CORP/OH/ | 403.09 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 11 Feb 2019.