Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 20, 2026 | May 22, 2026 |
| Synchrony FinancialSYF · Entity 3184 | Director | September 30, 2026 | October 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CVS HEALTH Corp
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,513 |
Ending reported balance
After 2026-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Disposition to issuer · Disposed 30,437 · Balance 12,076 F1: Represents weighted average purchase price for this group of purchases, which occurred on the same day. Multiple purchases were conducted, with prices ranging between $93.50 and $94.01 per share. Row 2 · 2026-05-21 · Disposition to issuer · Disposed 1,563 · Balance 10,513 F2: Represents weighted average purchase price of 93.775 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents weighted average purchase price for this group of purchases, which occurred on the same day. Multiple purchases were conducted, with prices ranging between $93.50 and $94.01 per share.
F2: Represents weighted average purchase price of 93.775 per share.
Synchrony Financial
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,119 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 846 · Balance 31,119 F1: Represents restricted stock units that will vest in full on September 30, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 15,300 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,300 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that will vest in full on September 30, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AETNA INC /PA/
Report date November 28, 2018 · Filed November 28, 2018
Section 16 reporting ended · disclosed 2018-11-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 1
1 source rowRow 1 · 2018-11-28 · Disposition to issuer · Disposed 11,464 · Balance 0 F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-28 · Disposition to issuer · Disposed 6,000 · Balance 0 F2: Previously reported Units granted under the Non-Employee Director Compensation Plan (the "Plan"). These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-28 · Disposition to issuer · Disposed 990 · Balance 0 F3: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-28 · Disposition to issuer · Disposed 4,327.7396 · Balance 0 F4: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock.
F2: Previously reported Units granted under the Non-Employee Director Compensation Plan (the "Plan"). These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
F3: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
F4: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:09 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 846 | $70.97 | $60,040.62 |
DisclosureSEC source: 0001224983-26-000011 · wk-form4_1790971790.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,119 F1 · date: Represents restricted stock units that will vest in full on September 30, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 20:49 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 14 | $80.75 | $1,130.50 |
DisclosureSEC source: 0001224983-26-000010 · wk-form4_1787172572.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,273 F1 · shares: Represents dividend equivalent units accrued on August 17, 2026 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on August 17, 2026 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F2 · balance_after: Balance adjusted to account for rounding of fractional shares over time. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:08 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 789 | $76.05 | $60,003.45 |
DisclosureSEC source: 0001224983-26-000008 · wk-form4_1783022922.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,262 F1 · date: Represents restricted stock units that will vest in full on June 30, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| May 21, 2026 Filed May 22, 2026 21:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | Disposition to issuerCommon Stock | 1,563 | $93.50 | $146,142.06 |
DisclosureSEC source: 0000064803-26-000084 · form4.xml · nonDerivative · entry 2 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,513 F2 · kind: Represents weighted average purchase price of 93.775 per share. Read SEC document |
| May 20, 2026 Filed May 22, 2026 21:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | Disposition to issuerCommon Stock | 30,437 | $93.78 | $2,854,229.68 |
DisclosureSEC source: 0000064803-26-000084 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,076 F1 · kind: Represents weighted average purchase price for this group of purchases, which occurred on the same day. Multiple purchases were conducted, with prices ranging between $93.50 and $94.01 per share. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:25 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 14 | $71.38 | $999.32 |
DisclosureSEC source: 0001224983-26-000005 · wk-form4_1779222304.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,473 F1 · shares: Represents dividend equivalent units accrued on May 15, 2026 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 15, 2026 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| May 14, 2026 Filed May 15, 2026 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,563 | $97.15 | $151,845.45 |
DisclosureSEC source: 0000064803-26-000076 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,513 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 21:44 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 883 | $68.02 | $60,061.66 |
DisclosureSEC source: 0001224983-26-000003 · wk-form4_1775166280.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,459 F1 · date: Represents restricted stock units that will vest in full on March 31, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:04 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 14 | $72.31 | $1,012.34 |
DisclosureSEC source: 0001224983-26-000002 · wk-form4_1771535037.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,576 F1 · shares: Represents dividend equivalent units accrued on February 17, 2026 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 17, 2026 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:55 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 660 | $83.43 | $55,063.80 |
DisclosureSEC source: 0001224983-26-000001 · wk-form4_1767653705.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,562 F1 · date: Represents restricted stock units that will vest in full on December 31, 2026. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,800 | $76.04 | $136,872.00 |
DisclosureSEC source: 0000064803-25-000057 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,950 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 22:12 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 15 | $70.47 | $1,057.05 |
DisclosureSEC source: 0001224983-25-000006 · wk-form4_1763590357.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,902 F1 · shares: Represents dividend equivalent units accrued on November 17, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on November 17, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:20 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 775 | $71.05 | $55,063.75 |
DisclosureSEC source: 0001224983-25-000004 · wk-form4_1759443642.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,887 F1 · date: Represents restricted stock units that will vest in full on September 30, 2026. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 21:33 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 15 | $71.49 | $1,072.35 |
DisclosureSEC source: 0001224983-25-000003 · wk-form4_1755639199.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,112 F1 · shares: Represents dividend equivalent units accrued on August 15, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on August 15, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 21:01 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 825 | $66.74 | $55,060.50 |
DisclosureSEC source: 0001601712-25-000224 · wk-form4_1751490106.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,097 F1 · date: Represents restricted stock units that will vest in full on June 30, 2026. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:09 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 17 | $60.49 | $1,028.33 |
DisclosureSEC source: 0001601712-25-000179 · wk-form4_1747692578.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,272 F1 · shares: Represents dividend equivalent units accrued on May 15, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 15, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| May 15, 2025 Filed May 19, 2025 21:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,263 | $60.47 | $136,843.61 |
DisclosureSEC source: 0001127602-25-014950 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,150 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:10 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,039 | $52.94 | $55,004.66 |
DisclosureSEC source: 0001601712-25-000128 · wk-form4_1743624605.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,255 F1 · date: Represents restricted stock units that will vest in full on March 31, 2026. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:56 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 13 | $65.29 | $848.77 |
DisclosureSEC source: 0001601712-25-000074 · wk-form4_1740095764.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,216 F1 · shares: Represents dividend equivalent units accrued on February 18, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 18, 2025 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:10 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 635 | $65.01 | $41,281.35 |
DisclosureSEC source: 0001601712-25-000011 · wk-form4_1735938636.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,203 F1 · date: Represents restricted stock units that will vest in full on December 31, 2025. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 22:34 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,364 | $57.10 | $134,984.40 |
DisclosureSEC source: 0001127602-24-027994 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,887 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:10 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 15 | $64.98 | $974.70 |
DisclosureSEC source: 0001601712-24-000363 · wk-form4_1732057793.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,568 F1 · shares: Represents dividend equivalent units accrued on November 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on November 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 00:57 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 827 | $49.88 | $41,250.76 |
DisclosureSEC source: 0001601712-24-000321 · wk-form4_1727917067.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,553 F1 · date: Represents restricted stock units that will vest in full on September 30, 2025. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 21:22 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 23 | $45.89 | $1,055.47 |
DisclosureSEC source: 0001601712-24-000299 · wk-form4_1724102564.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,726 F1 · shares: Represents dividend equivalent units accrued on August 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on August 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:05 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 875 | $47.19 | $41,291.25 |
DisclosureSEC source: 0001601712-24-000242 · wk-form4_1719954346.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,703 F1 · date: Represents restricted stock units that will vest in full on June 30, 2025. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| May 16, 2024 Filed May 17, 2024 21:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,347 | $57.52 | $134,999.44 |
DisclosureSEC source: 0001127602-24-015894 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,523 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:44 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 26 | $44.14 | $1,147.64 |
DisclosureSEC source: 0001601712-24-000198 · wk-form4_1715978639.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,828 F1 · shares: Represents dividend equivalent units accrued on May 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:34 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 957 | $43.12 | $41,265.84 |
DisclosureSEC source: 0001601712-24-000137 · wk-form4_1712093657.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,802 F1 · date: Represents restricted stock units that will vest in full on March 31, 2025. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:18 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 33 | $39.85 | $1,315.05 |
DisclosureSEC source: 0001601712-24-000085 · wk-form4_1708467467.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,845 F1 · shares: Represents dividend equivalent units accrued on February 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 23:07 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,081 | $38.19 | $41,283.39 |
DisclosureSEC source: 0001601712-24-000014 · wk-form4_1704323222.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,812 F1 · date: Represents restricted stock units that will vest in full on December 31, 2024. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,998 | $69.13 | $138,121.74 |
DisclosureSEC source: 0001127602-23-027817 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,176 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 22:37 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 45 | $29.15 | $1,311.75 |
DisclosureSEC source: 0001601712-23-000309 · wk-form4_1700001439.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,731 F1 · shares: Represents dividend equivalent units accrued on November 9, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on November 9, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:19 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,350 | $30.57 | $41,269.50 |
DisclosureSEC source: 0001601712-23-000260 · wk-form4_1696367957.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,686 F1 · date: Represents restricted stock units that will vest in full on September 30, 2024. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 22:16 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 39 | $34.40 | $1,341.60 |
DisclosureSEC source: 0001601712-23-000228 · wk-form4_1692051386.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,336 F1 · shares: Represents dividend equivalent units accrued on August 10, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on August 10, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:09 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,217 | $33.92 | $41,280.64 |
DisclosureSEC source: 0001601712-23-000188 · wk-form4_1688591364.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,297 F1 · date: Represents restricted stock units that will vest in full on June 30, 2024. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:50 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,329 | $69.31 | $92,112.99 |
DisclosureSEC source: 0001127602-23-016328 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,178 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:26 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 48 | $27.08 | $1,299.84 |
DisclosureSEC source: 0001601712-23-000148 · wk-form4_1684268752.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,080 F1 · shares: Represents dividend equivalent units accrued on May 12, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 12, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:14 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,419 | $29.08 | $41,264.52 |
DisclosureSEC source: 0001601712-23-000117 · wf-form4_168063925477002.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,032 F1 · date: Represents restricted stock units that will vest in full on March 31, 2024. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:40 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 35 | $35.77 | $1,251.95 |
DisclosureSEC source: 0001601712-23-000046 · wf-form4_167710198860497.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,613 F1 · shares: Represents dividend equivalent units accrued on February 17, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 17, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:16 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,256 | $32.86 | $41,272.16 |
DisclosureSEC source: 0001601712-23-000011 · wf-form4_167286694459997.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,578 F1 · date: Represents restricted stock units that will vest in full on December 31, 2023. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:50 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,323 | $94.93 | $125,592.39 |
DisclosureSEC source: 0001127602-22-026165 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,849 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| November 10, 2022 Filed Nov 15, 2022 21:27 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 30 | $38.73 | $1,161.90 |
DisclosureSEC source: 0001601712-22-000270 · wf-form4_166854764854853.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,322 F1 · shares: Represents dividend equivalent units accrued on November 10, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on November 10, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:48 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,464 | $28.19 | $41,270.16 |
DisclosureSEC source: 0001601712-22-000240 · wf-form4_166491629298503.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,292 F1 · date: Represents restricted stock units that will vest in full on September 30, 2023. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 22:36 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 28 | $36.11 | $1,011.08 |
DisclosureSEC source: 0001601712-22-000210 · wf-form4_166060251302278.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,828 F1 · shares: Represents dividend equivalent units accrued on August 11, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on August 11, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:14 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,494 | $27.62 | $41,264.28 |
DisclosureSEC source: 0001601712-22-000194 · wf-form4_165705202429029.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 F1 · date: Represents restricted stock units that will vest in full on June 30, 2023. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:17 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 24 | $33.03 | $792.72 |
DisclosureSEC source: 0001601712-22-000173 · wf-form4_165273214486215.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,306 F1 · shares: Represents dividend equivalent units accrued on May 12, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 12, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| May 11, 2022 Filed May 13, 2022 20:41 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,282 | $97.99 | $125,623.18 |
DisclosureSEC source: 0001127602-22-014445 · form4.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,526 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:23 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 1,186 | $34.81 | $41,284.66 |
DisclosureSEC source: 0001601712-22-000098 · wf-form4_164910379327737.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,282 F1 · date: Represents restricted stock units that will vest in full on March 31, 2023. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:30 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 17 | $43.66 | $742.22 |
DisclosureSEC source: 0001601712-22-000064 · wf-form4_164556539637812.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,096 F1 · shares: Represents dividend equivalent units accrued on February 17, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 17, 2022 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:15 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 890 | $46.39 | $41,287.10 |
DisclosureSEC source: 0001601712-22-000019 · wf-form4_164133088283211.xml · nonDerivative · entry 1 AGUIRRE FERNANDO · CIK 0001224983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,079 F1 · date: Represents restricted stock units that will vest in full on December 31, 2022. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.