STOCK TITAN

Progressive Corp. (NYSE: PGR) CIO gets RSU shares, 1,933 for obligations

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Progressive Corp. Chief Investment Officer Jonathan S. Bauer reported equity compensation changes dated 2026-07-24. He acquired 4,175.647 common shares at $0.00 from vesting of 2023 performance-based restricted stock unit awards, including dividend equivalents. In a related code F transaction, 1,933 shares were used to satisfy exercise-price or tax-liability obligations at $211.90 per share. He also reported indirect ownership of 122.674 shares in a 401(k) Plan. These transactions were not reported as executed under a Rule 10b5-1 trading plan.

Positive

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Negative

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Insider Bauer Jonathan S.
Role Chief Investment Officer
Type Security Shares Price Value
Grant/Award Common F1 4,175.647 $0.00 $0.00
Exercise Price or Tax Liability Common 1,933 $211.90 $410K
holding Common -- -- --
Holdings After Transaction: Common — 28,492.345 shares (Direct); Common — 122.674 shares (Indirect, 401(k) Plan)
Footnotes (1)
  1. F1. These shares were issued pursuant to the vesting of performance-based restricted stock unit awards made in 2023, including dividend equivalents accrued since the grant date.
Shares acquired via RSU vesting 4,175.647 shares Common shares issued on 2026-07-24 from 2023 performance-based restricted stock unit awards, including dividend equivalents
Shares used for obligations 1,933 shares Code F disposition on 2026-07-24 to pay exercise-price or tax-liability obligations
Obligation price per share $211.90 per share Per-share value applied to the 1,933-share code F disposition on 2026-07-24
Indirect 401(k) holdings 122.674 shares Indirect Progressive common stock holdings in a 401(k) Plan following the reported transactions
performance-based restricted stock unit awards financial
"vesting of performance-based restricted stock unit awards made in 2023"
dividend equivalents financial
"including dividend equivalents accrued since the grant date"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
Rule 10b5-1 trading plan financial
"not reported as executed under a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
401(k) Plan financial
"indirect ownership of 122.674 shares in a 401(k) Plan"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider transactions did Progressive (PGR) report for Jonathan S. Bauer?

Jonathan S. Bauer reported two main entries: acquisition of 4,175.647 common shares from vesting of 2023 performance-based RSUs, and a code F disposition where 1,933 shares were used to satisfy exercise-price or tax-liability obligations at $211.90 per share.

How many Progressive (PGR) shares did Jonathan S. Bauer acquire through RSU vesting?

He acquired 4,175.647 Progressive common shares at $0.00 per share. These were issued upon vesting of 2023 performance-based restricted stock unit awards, and the total includes dividend equivalents that had accrued since the original grant date.

At what price were Progressive (PGR) shares used for Bauer’s obligations?

In the code F disposition, 1,933 shares were used to pay exercise-price or tax-liability obligations at $211.90 per share. This reflects the per-share value applied in settling those obligations, rather than an open-market purchase or sale.

Does this Progressive (PGR) Form 4 indicate a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not marked as affirmative, and there is no footnote indicating a trading plan. These transactions are therefore not reported as being executed under a Rule 10b5-1 trading arrangement.

What indirect Progressive (PGR) holdings does Jonathan S. Bauer report?

Jonathan S. Bauer reports 122.674 Progressive common shares held indirectly through a 401(k) Plan. This position is separate from his directly held shares and reflects retirement-plan ownership following the reported July 24, 2026 transactions.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bauer Jonathan S.

(Last)(First)(Middle)
300 NORTH COMMONS BLVD.

(Street)
MAYFIELD VILLAGE OHIO 44143

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
PROGRESSIVE CORP/OH/ [ PGR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Investment Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/24/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common07/24/2026A(1)4,175.647A$030,425.345D
Common07/24/2026F1,933D$211.928,492.345D
Common122.674I401(k) Plan
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. These shares were issued pursuant to the vesting of performance-based restricted stock unit awards made in 2023, including dividend equivalents accrued since the grant date.
/s/ Allyson L. Bach, By Power of Attorney07/28/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)