Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPCOF · Entity 547 | Director | May 08, 2026 | May 12, 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.
CAPITAL ONE FINANCIAL CORP
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,987 |
Reported balance
After 2026-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,294 · Balance 27,987 F1: Restricted stock units that vest in their entirety on May 8, 2027. The reporting person will also be entitled to additional shares representing dividends accrued on the shares issuable at settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in their entirety on May 8, 2027. The reporting person will also be entitled to additional shares representing dividends accrued on the shares issuable at settlement.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CORELOGIC, INC.
Report date June 04, 2021 · Filed June 08, 2021
Section 16 reporting ended · disclosed 2021-06-08. 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 2021-06-04 transaction · row 1
1 source rowRow 1 · 2021-06-04 · Disposition to issuer · Disposed 9,701.214 · Balance 0 F1: Includes 2,008 restricted stock units of CoreLogic, Inc. ("CoreLogic") subject to time-based vesting ("RSUs"). Each RSU is settled by the delivery of the underlying shares of CoreLogic common stock. F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). F3: (Continued from Footnote 2) Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"), each RSU held by a non-employee director that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) multiplied by (B) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,008 restricted stock units of CoreLogic, Inc. ("CoreLogic") subject to time-based vesting ("RSUs"). Each RSU is settled by the delivery of the underlying shares of CoreLogic common stock.
F2: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger").
F3: (Continued from Footnote 2) Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"), each RSU held by a non-employee director that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) multiplied by (B) the Merger Consideration.
Discover Financial Services
Report date May 18, 2025 · Filed May 19, 2025
Section 16 reporting ended · disclosed 2025-05-19. 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 2025-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-18 · Disposition to issuer · Disposed 25,053 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock. The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash. F2: As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock. The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash.
F2: As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock.
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 |
|---|---|---|---|---|---|---|
| May 08, 2026 Filed May 12, 2026 20:54 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001680502-26-000004 · wk-form4_1778619265.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,987 F1 · security: Restricted stock units that vest in their entirety on May 8, 2027. The reporting person will also be entitled to additional shares representing dividends accrued on the shares issuable at settlement. Read SEC document |
| May 18, 2025 Filed May 19, 2025 17:06 UTC | Discover Financial Services DFS · Entity 13531 | Disposition to issuerCommon Stock | 25,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-074541 · ownership.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock. The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock. The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash. F2 · balance_after: As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. Read SEC document |
| May 18, 2025 Filed May 20, 2025 23:26 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000927628-25-000183 · wk-form4_1747783586.xml · nonDerivative · entry 2 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,693 F2 · security: Restricted stock units which vest in their entirety and settle in shares of the Company's common stock on May 18, 2026. The reporting person will also be entitled to additional shares representing dividends accrued on the shares issuable at settlement. Read SEC document |
| May 18, 2025 Filed May 20, 2025 23:26 UTC | CAPITAL ONE FINANCIAL CORP COF · Entity 547 | GrantCommon Stock | 25,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000927628-25-000183 · wk-form4_1747783586.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,534 F1 · price: Acquired in connection with Capital One Financial Corporation's ("Capital One") acquisition of Discover Financial Services ("Discover") on May 18, 2025. Pursuant to the merger agreement, each issued and outstanding share of Discover common stock held by the reporting person was converted into the right to receive 1.0192 shares of Capital One common stock. All fractional share holdings were paid in cash. On May 16, 2025, the closing price of Capital One common stock was $197.22, and the closing price of Discover common stock was $200.05. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:38 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 20,633 | $170.51 | $3,518,132.83 |
DisclosureSEC source: 0000950170-25-050502 · ownership.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director · Interim CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,053 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted restricted stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:36 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 44,443 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041334 · ownership.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director · Interim CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,686 F1 · shares: The reporting person was granted a restricted stock unit award, which will vest on the earlier of the completion of the merger with Capital One Financial Corporation pursuant to the Agreement and Plan of Merger dated February 19, 2024 and the one year anniversary of the grant date, subject to continued employment. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 16:19 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046015 · doc4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,243 Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 19:24 UTC | CORELOGIC, INC. CLGX · Entity 138562 | Disposition to issuerCommon Stock | 9,701.214 | $80.00 | $776,097.12 |
DisclosureSEC source: 0000899243-21-022618 · doc4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 2,008 restricted stock units of CoreLogic, Inc. ("CoreLogic") subject to time-based vesting ("RSUs"). Each RSU is settled by the delivery of the underlying shares of CoreLogic common stock. F2 · price: On June 4, 2021, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 4, 2021, by and among CoreLogic, Celestial-Saturn Parent Inc., a Delaware corporation ("Parent"), and Celestial-Saturn Acquisition Sub Inc., a Delaware corporation ("Acquisition Sub"), Acquisition Sub merged with and into CoreLogic, with CoreLogic surviving as a wholly owned subsidiary of Parent (the "Merger"). F3 · price: (Continued from Footnote 2) Pursuant to the Merger Agreement and by virtue of the Merger, in which each issued and outstanding share of CoreLogic common stock, par value $0.00001 per share, was converted into the right to receive $80 in cash, without interest (the "Merger Consideration"), each RSU held by a non-employee director that was outstanding immediately prior to the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (A) the total number of shares of CoreLogic common stock underlying such RSU (including any shares of CoreLogic common stock in respect of dividend equivalent units credited thereon) multiplied by (B) the Merger Consideration. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 17:24 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 2,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014808 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,701.214 F1 · shares: Represents a grant of Restricted Stock Units awarded on April 28, 2021 and scheduled to vest on the first anniversary of the grant date. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 18:58 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 17.543 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011205 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693.214 F1 · shares: Represents dividend equivalent rights accrued on previously awarded restricted stock units which vest proportionately with the units to which they relate. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 18:32 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 17.587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031868 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,675.671 F1 · shares: Represents dividend equivalent rights accrued on previously awarded restricted stock units which vest proportionately with the units to which they relate. Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 18:29 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 20.405 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025352 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,658.084 F1 · shares: Represents dividend equivalent rights accrued on previously awarded restricted stock units which vest proportionately with the units to which they relate. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 21:45 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 19 | $47.57 | $903.83 |
DisclosureSEC source: 0001127602-20-020024 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,637 F1 · shares: Represents dividend equivalent rights accrued on previously awarded restricted stock units which vest proportionately with the units to which they relate. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 14:56 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 4,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014772 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,618.679 F1 · shares: Represents a grant of Restricted Stock Units awarded on April 28, 2020 and scheduled to vest on the first anniversary of the grant date. Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 21:14 UTC | CORELOGIC, INC. CLGX · Entity 138562 | GrantCommon Stock | 16.679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002575 · form4.xml · nonDerivative · entry 1 SHEPHERD MICHAEL · CIK 0001680502 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,458.679 F1 · shares: Represents dividend equivalent rights accrued on previously awarded restricted stock units which vest proportionately with the units to which they relate. 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.