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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Apr-21 5:38 PM View:  | Unitedhealth Group, Inc. (UNH) | 01-Apr-21 | Grant | 242 | -- | -- | < 1% 84.89K to 85.13K | |
| 25-Mar-21 10:00 PM View: | Unitedhealth Group, Inc. (UNH) | 23-Mar-21 | Grant | 166 | -- | -- | < 1% 84.72K to 84.89K | |
| 06-Jan-21 5:39 PM View: | Unitedhealth Group, Inc. (UNH) | 04-Jan-21 | Grant | 254 | -- | -- | < 1% 84.47K to 84.72K | |
| 17-Dec-20 5:17 PM View: | Unitedhealth Group, Inc. (UNH) | 15-Dec-20 | Grant | 178 | -- | -- | < 1% 84.29K to 84.47K | |
| 05-Oct-20 4:50 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Oct-20 | Grant | 284 | -- | -- | < 1% 84.01K to 84.29K | |
| 24-Sep-20 5:19 PM View: | Unitedhealth Group, Inc. (UNH) | 22-Sep-20 | Grant | 204 | -- | -- | < 1% 83.8K to 84.01K | |
| 02-Jul-20 4:54 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Jul-20 | Grant | 299 | -- | -- | < 1% 83.5K to 83.8K | |
| 02-Jul-20 4:54 PM View: | Unitedhealth Group, Inc. (UNH) | 30-Jun-20 | Grant | 201 | -- | -- | < 1% 83.3K to 83.5K | |
| 03-Apr-20 5:56 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Apr-20 | Grant | 374 | -- | -- | < 1% 82.93K to 83.3K | |
| 26-Mar-20 4:36 PM View: | Unitedhealth Group, Inc. (UNH) | 24-Mar-20 | Grant | 230 | -- | -- | < 1% 82.7K to 82.93K | |
| 03-Jan-20 4:20 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Jan-20 | Grant | 304 | -- | -- | < 1% 82.39K to 82.7K | |
| 19-Dec-19 5:14 PM View: | Unitedhealth Group, Inc. (UNH) | 17-Dec-19 | Grant | 172 | -- | -- | < 1% 82.22K to 82.39K | |
| 02-Oct-19 5:02 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Oct-19 | Grant | 409 | -- | -- | < 1% 81.81K to 82.22K | |
| 26-Sep-19 5:58 PM View: | Unitedhealth Group, Inc. (UNH) | 24-Sep-19 | Grant | 219 | -- | -- | < 1% 81.59K to 81.81K | |
| 03-Jul-19 4:18 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Jul-19 | Grant | 366 | -- | -- | < 1% 81.23K to 81.59K | |
| 27-Jun-19 5:36 PM View: | Unitedhealth Group, Inc. (UNH) | 25-Jun-19 | Grant | 197 | -- | -- | < 1% 81.03K to 81.23K | |
| 23-May-19 5:35 PM View: | Fiserv Inc. (FI) | 22-May-19 | Grant | 2,143 | -- | -- | 1% 192.77K to 194.91K | |
| 08-May-19 5:08 PM View: | Fiserv Inc. (FI) | 06-May-19 | Option Exercise | 15,316 | $10.34 | $158,367.00 | 9% 177.45K to 192.77K | |
| 02-Apr-19 4:26 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Apr-19 | Grant | 362 | -- | -- | < 1% 80.67K to 81.03K | |
| 21-Mar-19 4:44 PM View: | Unitedhealth Group, Inc. (UNH) | 19-Mar-19 | Grant | 156 | -- | -- | < 1% 80.51K to 80.67K | |
| 03-Jan-19 4:04 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Jan-19 | Grant | 365 | -- | -- | < 1% 80.15K to 80.51K | |
| 17-Dec-18 5:02 PM View: | Unitedhealth Group, Inc. (UNH) | 13-Dec-18 | Grant | 146 | -- | -- | < 1% 80.0K to 80.15K | |
| 02-Oct-18 4:38 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Oct-18 | Grant | 302 | -- | -- | < 1% 79.7K to 80.0K | |
| 20-Sep-18 4:38 PM View: | Unitedhealth Group, Inc. (UNH) | 18-Sep-18 | Grant | 149 | -- | -- | < 1% 79.55K to 79.7K | |
| 05-Jul-18 4:09 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Jul-18 | Grant | 329 | -- | -- | < 1% 79.22K to 79.55K | |
| 28-Jun-18 4:59 PM View: | Unitedhealth Group, Inc. (UNH) | 26-Jun-18 | Grant | 156 | -- | -- | < 1% 79.07K to 79.22K | |
| 24-May-18 5:24 PM View: | Fiserv Inc. (FI) | 23-May-18 | Grant | 2,672 | -- | -- | 2% 174.78K to 177.45K | |
| 04-Apr-18 4:47 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Apr-18 | Grant | 375 | -- | -- | < 1% 78.69K to 79.07K | |
| 21-Mar-18 4:26 PM View: | Unitedhealth Group, Inc. (UNH) | 20-Mar-18 | Grant | 141 | -- | -- | < 1% 78.55K to 78.69K | |
| 20-Feb-18 6:03 PM View: | Progressive Corp. (PGR) | 16-Feb-18 | Grant | 87,454 | -- | -- | 5% 1.67M to 1.76M | |
| 20-Feb-18 6:03 PM View: | Progressive Corp. (PGR) | 16-Feb-18 | Payment of Exercise | 34,522 | $57.06 | $1,969,830.00 | (2%) 1.76M to 1.73M | (48%) |
| 20-Feb-18 4:24 PM View: | Fiserv Inc. (FI) | 15-Feb-18 | Option Exercise | 6,124 | $25.50 | $156,162.00 | 8% 81.27K to 87.39K | |
| 08-Feb-18 5:03 PM View: | Unitedhealth Group, Inc. (UNH) | 07-Feb-18 | Option Exercise | 33,929 | $28.10 | $953,425.00 | 76% 44.62K to 78.55K | |
| 17-Jan-18 11:00 AM View: | Progressive Corp. (PGR) | 16-Jan-18 | Payment of Exercise | 150,425 | $55.56 | $8,358,260.00 | (8%) 1.97M to 1.82M | (49%) |
| 17-Jan-18 11:00 AM View: | Progressive Corp. (PGR) | 16-Jan-18 | Option Exercise | 406,554 | -- | -- | 26% 1.57M to 1.97M | |
| 04-Jan-18 5:06 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Jan-18 | Grant | 368 | -- | -- | < 1% 44.25K to 44.62K | |
| 14-Dec-17 7:19 PM View: | Unitedhealth Group, Inc. (UNH) | 12-Dec-17 | Grant | 142 | -- | -- | < 1% 44.11K to 44.25K | |
| 03-Oct-17 5:00 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Oct-17 | Grant | 412 | -- | -- | < 1% 43.7K to 44.11K | |
| 20-Sep-17 5:49 PM View: | Unitedhealth Group, Inc. (UNH) | 19-Sep-17 | Grant | 160 | -- | -- | < 1% 43.54K to 43.7K | |
| 20-Jul-17 2:59 PM View: | Progressive Corp. (PGR) | 18-Jul-17 | Grant | 670,005 | -- | -- | 65% 1.03M to 1.7M | |
| 20-Jul-17 2:59 PM View: | Progressive Corp. (PGR) | 18-Jul-17 | Payment of Exercise | 281,068 | $45.59 | $12,813,900.00 | (17%) 1.7M to 1.42M | (81%) |
| 06-Jul-17 5:01 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jul-17 | Grant | 436 | -- | -- | 1% 43.1K to 43.54K | |
| 28-Jun-17 4:25 PM View: | Unitedhealth Group, Inc. (UNH) | 27-Jun-17 | Grant | 167 | -- | -- | < 1% 42.94K to 43.1K | |
| 25-May-17 2:13 PM View: | Fiserv Inc. (FI) | 24-May-17 | Grant | 701 | -- | -- | < 1% 80.57K to 81.27K | |
| 09-May-17 4:44 PM View: | Fiserv Inc. (FI) | 08-May-17 | Option Exercise | 5,096 | $26.49 | $134,993.00 | 7% 75.47K to 80.57K | |
| 05-Apr-17 4:23 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Apr-17 | Grant | 491 | -- | -- | 1% 42.45K to 42.94K | |
| 23-Mar-17 4:45 PM View: | Unitedhealth Group, Inc. (UNH) | 21-Mar-17 | Grant | 151 | -- | -- | < 1% 42.29K to 42.45K | |
| 21-Feb-17 12:43 PM View: | Progressive Corp. (PGR) | 17-Feb-17 | Grant | 103,263 | -- | -- | 11% 964.2K to 1.07M | |
| 21-Feb-17 12:43 PM View: | Progressive Corp. (PGR) | 17-Feb-17 | Payment of Exercise | 39,525 | $38.48 | $1,520,920.00 | (4%) 1.07M to 1.03M | (114%) |
| 05-Jan-17 4:41 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jan-17 | Grant | 608 | -- | -- | 1% 41.79K to 42.4K |