Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | Director | June 02, 2026 | June 04, 2026 |
| Synchrony FinancialSYF · Entity 3184 | See remarks | August 17, 2026 | August 19, 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.
Brighthouse Financial, Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Disposed 2,837 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,651 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Grant · Acquired 2,651 · Balance 2,651 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F5: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,390 |
Reported balance
After 2026-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-02 · Exercise / conversion · Acquired 2,837 · Balance 10,390 F4: Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan.
F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director.
F4: Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock.
F5: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan.
Synchrony Financial
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent UnitSEC Table I · non-derivative | Direct | 51,875 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 218 · Balance 51,875 F1: 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 adjusted to account for rounding of fractional shares over time. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 adjusted to account for rounding of fractional shares over time.
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 19, 2026 20:48 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 218 | $80.75 | $17,603.50 |
DisclosureSEC source: 0001868897-26-000010 · wk-form4_1787172533.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,875 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 02, 2026 Filed Jun 4, 2026 20:34 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 2,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040847 · wk-form4_1780605287.xml · derivative · entry 3 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,651 Underlying: Common Stock · 2,651 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F5 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan. F5 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:34 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionDeferred Restricted Stock Units · Derivative | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040847 · wk-form4_1780605287.xml · derivative · entry 2 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,390 Underlying: Common Stock · 2,837 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. F3 · derivative.expiration_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:34 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040847 · wk-form4_1780605287.xml · derivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,837 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. F3 · derivative.expiration_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). Payment of the shares will be made (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) starting upon termination of the Reporting Person's service as a Director. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:24 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 217 | $71.38 | $15,489.46 |
DisclosureSEC source: 0001868897-26-000007 · wk-form4_1779222286.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,663 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 01, 2026 Filed May 5, 2026 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionDeferred Restricted Stock Units · Derivative | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030589 · wk-form4_1778012322.xml · derivative · entry 2 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,553 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on June 8, 2023 and the vested shares were credited to the Reporting Person's deferred compensation account in accordance with the Reporting Person's deferral election made pursuant to the terms of the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares are being paid out in accordance with the Reporting Person's deferral election. F3 · derivative.expiration_date: The RSUs vested on June 8, 2023 and the vested shares were credited to the Reporting Person's deferred compensation account in accordance with the Reporting Person's deferral election made pursuant to the terms of the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares are being paid out in accordance with the Reporting Person's deferral election. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030589 · wk-form4_1778012322.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,157 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:48 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 16,859 | $67.71 | $1,141,522.89 |
DisclosureSEC source: 0001868897-26-000005 · wk-form4_1772581684.xml · nonDerivative · entry 3 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,446 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:48 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 14,561 | $69.11 | $1,006,310.71 |
DisclosureSEC source: 0001868897-26-000005 · wk-form4_1772581684.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,305 F2 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of restricted stock units. No investment decision was made by the reporting person in connection with the withholding. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:48 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 24,093 | $69.11 | $1,665,067.23 |
DisclosureSEC source: 0001868897-26-000005 · wk-form4_1772581684.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,866 F1 · shares: Represents restricted stock units that will vest in three equal annual installments of 33.33% each, beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial (the "Company") common stock. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:05 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 44,411 | $70.60 | $3,135,416.60 |
DisclosureSEC source: 0001868897-26-000003 · wk-form4_1771535120.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,773 F2 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2025. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:05 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 243 | $72.31 | $17,571.33 |
DisclosureSEC source: 0001868897-26-000003 · wk-form4_1771535120.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,184 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 |
| January 21, 2026 Filed Jan 23, 2026 21:13 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 34,894 | $77.13 | $2,691,374.22 |
DisclosureSEC source: 0001868897-26-000002 · wk-form4_1769202802.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,941 F2 · shares: Reflects the number of shares of Company common stock withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of the PSUs under the 2023-2025 Long-Term Performance Program. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:13 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 79,305 | $77.13 | $6,116,794.65 |
DisclosureSEC source: 0001868897-26-000002 · wk-form4_1769202802.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,835 F1 · shares: Represents common stock of Synchrony Financial (the "Company") earned by the reporting person in connection with the vesting of Performance Share Units ("PSUs") under the 2023-2025 Long-Term Performance Program based on pre-established performance goals for the 2023-2025 performance period. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 22:12 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 249 | $70.47 | $17,547.03 |
DisclosureSEC source: 0001868897-25-000007 · wk-form4_1763590330.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,530 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 |
| August 15, 2025 Filed Aug 19, 2025 21:40 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 244 | $71.49 | $17,443.56 |
DisclosureSEC source: 0001868897-25-000005 · wk-form4_1755639607.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,281 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 12, 2025 Filed Jun 16, 2025 20:05 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086708 · ownership.xml · derivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,837 Underlying: Common Stock · 2,837 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2026 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. F3 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2026 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. Read SEC document |
| June 06, 2025 Filed Jun 6, 2025 23:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionDeferred Restricted Stock Units · Derivative | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001868897-25-000001 · wk-form4_1749251991.xml · derivative · entry 2 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,914 Underlying: Common Stock · 3,850 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on June 6, 2025. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. F3 · derivative.expiration_date: The RSUs vested on June 6, 2025. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. Read SEC document |
| June 06, 2025 Filed Jun 6, 2025 23:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001868897-25-000001 · wk-form4_1749251991.xml · derivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,850 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on June 6, 2025. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. F3 · derivative.expiration_date: The RSUs vested on June 6, 2025. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors. The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. Read SEC document |
| May 15, 2025 Filed May 19, 2025 22:09 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 287 | $60.49 | $17,360.63 |
DisclosureSEC source: 0001601712-25-000176 · wk-form4_1747692539.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,037 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 |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 18,145 | $0.00 Strike: $33.53 | $0.00 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · derivative · entry 11 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,145 shares Expires 2028-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F10 · derivative.exercise_date: The reporting person was awarded employee stock options on April 1, 2018, which vest in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,613 | $0.00 Strike: $34.30 | $0.00 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · derivative · entry 10 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,613 shares Expires 2027-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F9 · derivative.exercise_date: The reporting person was awarded employee stock options on April 1, 2017, which vest in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 363 | $61.13 | $22,190.19 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 9 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,750 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F8 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.05 to $61.19. Information regarding the number of shares sold at each price will be provided upon request. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 19,404 | $60.49 | $1,173,747.96 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 8 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,113 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F7 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.96 to $60.93. Information regarding the number of shares sold at each price will be provided upon request. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 46,102 | $59.29 | $2,733,387.58 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 7 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,517 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F6 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.96 to $59.95. Information regarding the number of shares sold at each price will be provided upon request. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 12,367 | $58.57 | $724,335.19 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 6 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 123,619 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F5 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.98 to $58.92. Information regarding the number of shares sold at each price will be provided upon request. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 13,177 | $57.43 | $756,755.11 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 5 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,986 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. F4 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.96 to $57.87. Information regarding the number of shares sold at each price will be provided upon request. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionCommon Stock | 18,145 | $33.53 | $608,401.85 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 4 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 149,163 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionCommon Stock | 16,613 | $34.30 | $569,825.90 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 3 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 131,018 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 22, 2024. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 15,518 | $60.68 | $941,632.24 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 114,405 F2 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of restricted stock units. No investment decision was made by the reporting person in connection with the withholding. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:20 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 24,102 | $60.68 | $1,462,509.36 |
DisclosureSEC source: 0001601712-25-000107 · wk-form4_1741133997.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 129,923 F1 · shares: Represents restricted stock units that will vest in three equal annual installments of 33.33% each, beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial (the "Company") common stock. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:56 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 256 | $65.29 | $16,714.24 |
DisclosureSEC source: 0001601712-25-000077 · wk-form4_1740095795.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,821 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 |
| January 21, 2025 Filed Jan 23, 2025 23:46 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 29,557 | $69.47 | $2,053,324.79 |
DisclosureSEC source: 0001601712-25-000031 · wk-form4_1737675984.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,565 F2 · shares: Reflects the number of shares of Company common stock withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of the PSUs under the 2022-2024 Long-Term Performance Program. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 23:46 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 68,246 | $69.47 | $4,741,049.62 |
DisclosureSEC source: 0001601712-25-000031 · wk-form4_1737675984.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,122 F1 · shares: Represents common stock of Synchrony Financial (the "Company") earned by the reporting person in connection with the vesting of Performance Share Units ("PSUs") under the 2022-2024 Long-Term Performance Program based on pre-established performance goals for the 2022-2024 performance period. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 23:10 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 256 | $64.98 | $16,634.88 |
DisclosureSEC source: 0001601712-24-000367 · wk-form4_1732057835.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,876 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 |
| August 15, 2024 Filed Aug 19, 2024 21:24 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 361 | $45.89 | $16,566.29 |
DisclosureSEC source: 0001601712-24-000306 · wk-form4_1724102636.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,620 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 |
| August 01, 2024 Filed Aug 5, 2024 22:40 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 443 | $50.84 | $22,522.12 |
DisclosureSEC source: 0001601712-24-000262 · wk-form4_1722897595.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,259 F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2023. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 21:04 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 384 | $48.11 | $18,474.24 |
DisclosureSEC source: 0001601712-24-000236 · wk-form4_1719954280.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,702 F1 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of restricted stock units. No investment decision was made by the reporting person in connection with the withholding. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001868897-24-000002 · wk-form4_1718052658.xml · derivative · entry 3 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,850 Underlying: Common Stock · 3,850 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F5 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2025 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan. F5 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2025 annual meeting of stockholders of BHF. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Deferred Compensation Plan. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionDeferred Restricted Stock Units · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001868897-24-000002 · wk-form4_1718052658.xml · derivative · entry 2 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,064 Underlying: Common Stock · 3,703 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each deferred RSU represents the deferred right to receive one share of BHF common stock, or a cash payment equal to the value of one share of BHF common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. F3 · derivative.expiration_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001868897-24-000002 · wk-form4_1718052658.xml · derivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,703 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. F3 · derivative.expiration_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. The Reporting Person has elected to defer these shares pursuant to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (the "Deferred Compensation Plan"). The shares will be paid out (i) in accordance with the Reporting Person's deferral election; or, if earlier, (ii) upon termination of the Reporting Person's service as a Director. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:49 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 378 | $44.14 | $16,684.92 |
DisclosureSEC source: 0001601712-24-000208 · wk-form4_1715978938.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,086 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 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,436 | $0.00 Strike: $30.41 | $0.00 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · derivative · entry 7 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,436 shares Expires 2025-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2023. F5 · derivative.exercise_date: The reporting person was awarded employee stock options on April 1, 2015, which vested in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,177 | $0.00 Strike: $29.33 | $0.00 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · derivative · entry 6 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,177 shares Expires 2026-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2023. F4 · derivative.exercise_date: The reporting person was awarded employee stock options on April 1, 2016, which vested in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 71,496 | $40.50 | $2,895,588.00 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · nonDerivative · entry 5 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,708 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2023. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionCommon Stock | 11,436 | $30.41 | $347,768.76 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · nonDerivative · entry 4 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 138,204 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2023. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionCommon Stock | 17,177 | $29.33 | $503,801.41 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · nonDerivative · entry 3 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 126,768 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 29, 2023. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 31,791 | $41.05 | $1,305,020.55 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 109,591 F2 · shares: Represents restricted stock units that will vest in three equal annual installments of 33.33% each, beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial (the "Company") common stock. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 13,596 | $41.05 | $558,115.80 |
DisclosureSEC source: 0001601712-24-000112 · wk-form4_1709684948.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,800 F1 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of restricted stock units. No investment decision was made by the reporting person in connection with the withholding. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:13 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 401 | $39.85 | $15,979.85 |
DisclosureSEC source: 0001601712-24-000076 · wk-form4_1708467195.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,396 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.