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 |
|---|---|---|---|---|---|---|
| January 24, 2024 Filed Jan 26, 2024 22:45 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 16,365 | $37.97 | $621,379.05 |
DisclosureSEC source: 0001601712-24-000042 · wk-form4_1706309099.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,995 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 2021-2023 Long-Term Performance Program. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 22:45 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 43,507 | $37.97 | $1,651,960.79 |
DisclosureSEC source: 0001601712-24-000042 · wk-form4_1706309099.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,360 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 2021-2023 Long-Term Performance Program based on pre-established performance goals for the 2021-2023 performance period. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:01 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 5,173 | $38.00 | $196,574.00 |
DisclosureSEC source: 0001601712-23-000323 · wk-form4_1702940461.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,853 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2023. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 00:32 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 5,023 | $37.00 | $185,851.00 |
DisclosureSEC source: 0001601712-23-000319 · wk-form4_1702600364.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,026 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2023. Read SEC document |
| December 12, 2023 Filed Dec 15, 2023 00:32 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 533 | $36.00 | $19,188.00 |
DisclosureSEC source: 0001601712-23-000319 · wk-form4_1702600364.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,049 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2023. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 22:34 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 543 | $29.15 | $15,828.45 |
DisclosureSEC source: 0001601712-23-000297 · wk-form4_1700001262.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,582 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 |
| August 10, 2023 Filed Aug 14, 2023 22:23 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 457 | $34.40 | $15,720.80 |
DisclosureSEC source: 0001601712-23-000242 · wk-form4_1692051821.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,039 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 |
| July 01, 2023 Filed Jul 5, 2023 21:08 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 374 | $33.92 | $12,686.08 |
DisclosureSEC source: 0001601712-23-000187 · wk-form4_1688591258.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,582 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 08, 2023 Filed Jun 12, 2023 20:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-23-000043 · wf-form4_168660307076571.xml · derivative · entry 3 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,703 Underlying: Common Stock · 3,703 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 2024 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 2024 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 08, 2023 Filed Jun 12, 2023 20:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionDeferred Restricted Stock Units · Derivative | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-23-000043 · wf-form4_168660307076571.xml · derivative · entry 2 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,361 Underlying: Common Stock · 3,361 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 2023 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 2023 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 08, 2023 Filed Jun 12, 2023 20:51 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-23-000043 · wf-form4_168660307076571.xml · derivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,361 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 2023 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 2023 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 12, 2023 Filed May 16, 2023 20:40 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 536 | $27.08 | $14,514.88 |
DisclosureSEC source: 0001601712-23-000160 · wk-form4_1684269632.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,956 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 |
| April 01, 2023 Filed Apr 4, 2023 20:10 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 1,023 | $29.08 | $29,748.84 |
DisclosureSEC source: 0001601712-23-000109 · wf-form4_168063903832699.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,420 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 |
| March 03, 2023 Filed Mar 3, 2023 23:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 4,490 | $36.16 | $162,358.40 |
DisclosureSEC source: 0001601712-23-000072 · wf-form4_167788563168575.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,443 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2023. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 01:12 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 11,752 | $35.98 | $422,836.96 |
DisclosureSEC source: 0001601712-23-000065 · wf-form4_167771952167651.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,737 F1 · kind: 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, 2023 Filed Mar 2, 2023 01:12 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 34,395 | $35.98 | $1,237,532.10 |
DisclosureSEC source: 0001601712-23-000065 · wf-form4_167771952167651.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,489 Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 01:12 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 27,804 | $36.14 | $1,004,836.56 |
DisclosureSEC source: 0001601712-23-000065 · wf-form4_167771952167651.xml · nonDerivative · entry 3 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,933 F2 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:41 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 360 | $35.77 | $12,877.20 |
DisclosureSEC source: 0001601712-23-000048 · wf-form4_167710204487100.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,094 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 |
| January 24, 2023 Filed Jan 26, 2023 21:10 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 16,391 | $35.37 | $579,749.67 |
DisclosureSEC source: 0001601712-23-000031 · wf-form4_167476740325568.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,734 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 2020-2022 Long-Term Performance Program. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:10 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 44,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-23-000031 · wf-form4_167476740325568.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,125 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 2020-2022 Long-Term Performance Program based on pre-established performance goals for the 2020-2022 performance period. Read SEC document |
| November 11, 2022 Filed Nov 15, 2022 21:26 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 31,303 | $40.00 | $1,252,120.00 |
DisclosureSEC source: 0001601712-22-000266 · wf-form4_166854754790655.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,929 F2 · date: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 4, 2022. Read SEC document |
| November 10, 2022 Filed Nov 15, 2022 21:26 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 330 | $38.73 | $12,780.90 |
DisclosureSEC source: 0001601712-22-000266 · wf-form4_166854754790655.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,232 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 |
| August 11, 2022 Filed Aug 15, 2022 23:02 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 352 | $36.11 | $12,710.72 |
DisclosureSEC source: 0001601712-22-000220 · wf-form4_166060448910144.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,902 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 |
| July 01, 2022 Filed Jul 5, 2022 20:14 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 363 | $28.59 | $10,378.17 |
DisclosureSEC source: 0001601712-22-000195 · wf-form4_165705206754853.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,550 F1 · date: 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 08, 2022 Filed Jun 10, 2022 20:37 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-22-000036 · wf-form4_165489343416356.xml · derivative · entry 3 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,361 Underlying: Common Stock · 3,361 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. F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF. F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2023 annual meeting of stockholders of BHF. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:37 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-22-000036 · wf-form4_165489343416356.xml · derivative · entry 2 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,791 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 2022 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2022 annual meeting of stockholders of BHF. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:37 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-22-000036 · wf-form4_165489343416356.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796 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 |
| May 12, 2022 Filed May 16, 2022 20:14 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 371 | $33.03 | $12,254.13 |
DisclosureSEC source: 0001601712-22-000170 · wf-form4_165273205881533.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,913 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 |
| April 01, 2022 Filed Apr 4, 2022 20:30 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 1,853 | $35.16 | $65,151.48 |
DisclosureSEC source: 0001601712-22-000113 · wf-form4_164910421905639.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,542 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 |
| March 01, 2022 Filed Mar 3, 2022 21:23 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 9,267 | $39.47 | $365,768.49 |
DisclosureSEC source: 0001601712-22-000095 · wf-form4_164634254897934.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,395 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, 2022 Filed Mar 3, 2022 21:23 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 29,643 | $39.47 | $1,170,009.21 |
DisclosureSEC source: 0001601712-22-000095 · wf-form4_164634254897934.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,662 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, 2022 Filed Feb 22, 2022 21:31 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 251 | $43.66 | $10,958.66 |
DisclosureSEC source: 0001601712-22-000067 · wf-form4_164556549006545.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,019 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 |
| November 17, 2021 Filed Nov 19, 2021 21:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065815 · doc4.xml · derivative · entry 1 Juel Carol · CIK 0001868897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791 Underlying: Common Stock · 1,791 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 date of the 2022 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs will vest on the date of the 2022 annual meeting of stockholders of BHF. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:01 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 217 | $50.18 | $10,889.06 |
DisclosureSEC source: 0001601712-21-000309 · wf-form4_163710007008160.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,960 F1 · shares: Represents dividend equivalent units accrued on November 12, 2021 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 12, 2021 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 12, 2021 Filed Aug 16, 2021 21:05 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 210 | $51.62 | $10,840.20 |
DisclosureSEC source: 0001601712-21-000260 · wf-form4_162914788951378.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,743 F1 · shares: Represents dividend equivalent units accrued on August 12, 2021 as dividends 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 12, 2021 as dividends 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 |
| July 01, 2021 Filed Jul 2, 2021 13:20 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 2,303 | $48.87 | $112,547.61 |
DisclosureSEC source: 0001601712-21-000223 · wf-form4_162523200102698.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,533 F1 · kind: Effective June 14, 2021, Ms. Juel became EVP & Chief Technology & Operating Officer of Synchrony Financial (the "Company"). In connection with Ms. Juel's appointment, she received true-up equity grants that resulted in total prorated 2021 awards consistent with the new role's base salary and target incentive level. The grants were made on the same terms and conditions as the grants that were made to Ms. Juel on March 1, 2021. F2 · shares: Represents restricted stock units that will vest in three equal annual installments of 33% each, beginning on March 1, 2022. Each restricted stock unit represents a contingent right to receive one share of Company common stock. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:13 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,708 | $0.00 Strike: $24.55 | $0.00 |
DisclosureSEC source: 0001601712-21-000216 · wf-form4_162508400666680.xml · derivative · entry 3 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,708 shares Expires 2024-09-17 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 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2021. F2 · derivative.exercise_date: The reporting person was awarded employee stock options on September 17, 2014, which vested in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:13 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 8,708 | $49.63 | $432,178.04 |
DisclosureSEC source: 0001601712-21-000216 · wf-form4_162508400666680.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,230 F1 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2021. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:13 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionCommon Stock | 8,708 | $24.55 | $213,781.40 |
DisclosureSEC source: 0001601712-21-000216 · wf-form4_162508400666680.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,938 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 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2021. Read SEC document |
| June 28, 2021 Filed Feb 11, 2022 21:06 UTC | Synchrony Financial SYF · Entity 3184 | GiftCommon Stock | 4,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-22-000058 · wf-form5_164461358177405.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,768 F1 · kind: Represents shares that the reporting person donated as a gift to a donor advised fund. F2 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2021. Read SEC document |
| January 26, 2021 Filed Jan 28, 2022 21:13 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 9,683 | $46.10 | $446,386.30 |
DisclosureSEC source: 0001601712-22-000050 · wf-form4_164340435966803.xml · nonDerivative · entry 2 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,972 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 2019-2021 Long-Term Performance Program. Read SEC document |
| January 26, 2021 Filed Jan 28, 2022 21:13 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 27,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-22-000050 · wf-form4_164340435966803.xml · nonDerivative · entry 1 Juel Carol · CIK 0001868897 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,655 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 2019-2021 Long-Term Performance Program based on pre-established performance goals for the 2019-2021 performance period. 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.