Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 50,691 |
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 182 · Balance 50,691 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. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 186.453 |
Reported balance
After 2026-08-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-17 · Grant · Acquired 0.782 · Balance 186.453 F3: The reported phantom stock units were acquired pursuant to a dividend reinvestment feature under the Synchrony Financial Deferred Compensation Plan (the "Deferred Compensation Plan") and are to be settled, in cash, six months following the Reporting Person's separation from service to the Company, subject to the requirements set forth in the Deferred Compensation Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. |
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.
F3: The reported phantom stock units were acquired pursuant to a dividend reinvestment feature under the Synchrony Financial Deferred Compensation Plan (the "Deferred Compensation Plan") and are to be settled, in cash, six months following the Reporting Person's separation from service to the Company, subject to the requirements set forth in the Deferred Compensation Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 3, 2020 21:12 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 27,836 | $29.10 | $810,027.60 |
DisclosureSEC source: 0001601712-20-000100 · wf-form4_158326990836220.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,140 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 13, 2020 Filed Feb 18, 2020 21:08 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 171 | $33.82 | $5,783.22 |
DisclosureSEC source: 0001601712-20-000080 · wf-form4_158206009261898.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,304 F1 · shares: Represents dividend equivalent units accrued on February 13, 2020 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 February 13, 2020 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 |
| January 29, 2020 Filed Jan 31, 2020 22:01 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 4,453 | $32.57 | $145,034.21 |
DisclosureSEC source: 0001601712-20-000033 · wf-form4_158050808173030.xml · nonDerivative · entry 2 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,133 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 2017-2019 Long-Term Performance Program. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 22:01 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 8,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-20-000033 · wf-form4_158050808173030.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,586 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 2017-2019 Long-Term Performance Program based on pre-established performance goals for the 2017-2019 performance period. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 21:13 UTC | Synchrony Financial SYF · Entity 3184 | GrantPhantom Stock Units · Derivative | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-20-000041 · wf-form5_158171481196436.xml · derivative · entry 2 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,439 Underlying: Phantom Stock Units · 159 shares Expires not disclosed F2 · derivative.exercise_price: The reported phantom stock units were acquired under the Synchrony Financial Deferred Compensation Plan and are to be settled upon the reporting person's separation from service to the Company, subject to the requirements set forth in the Deferred Compensation Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. F2 · derivative.exercise_date: The reported phantom stock units were acquired under the Synchrony Financial Deferred Compensation Plan and are to be settled upon the reporting person's separation from service to the Company, subject to the requirements set forth in the Deferred Compensation Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. F2 · derivative.expiration_date: The reported phantom stock units were acquired under the Synchrony Financial Deferred Compensation Plan and are to be settled upon the reporting person's separation from service to the Company, subject to the requirements set forth in the Deferred Compensation Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 21:13 UTC | Synchrony Financial SYF · Entity 3184 | GrantPhantom Stock Units · Derivative | 12,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-20-000041 · wf-form5_158171481196436.xml · derivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,280 Underlying: Phantom Stock Units · 12,280 shares Expires not disclosed F1 · derivative.exercise_price: The reported phantom stock units were acquired under the Synchrony Financial Restoration Plan and are to be settled upon the reporting person's retirement or certain involuntary terminations of employment, subject to the requirements set forth in the Restoration Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · derivative.exercise_date: The reported phantom stock units were acquired under the Synchrony Financial Restoration Plan and are to be settled upon the reporting person's retirement or certain involuntary terminations of employment, subject to the requirements set forth in the Restoration Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · derivative.expiration_date: The reported phantom stock units were acquired under the Synchrony Financial Restoration Plan and are to be settled upon the reporting person's retirement or certain involuntary terminations of employment, subject to the requirements set forth in the Restoration Plan. Each phantom stock unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:36 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 156 | $36.73 | $5,729.88 |
DisclosureSEC source: 0001601712-19-000286 · wf-form4_157411295516704.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,699 F1 · shares: Represents dividend equivalent units accrued on November 14, 2019 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 November 14, 2019 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 |
| September 17, 2019 Filed Sep 20, 2019 00:25 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 200 | $33.96 | $6,792.00 |
DisclosureSEC source: 0001601712-19-000220 · wf-form4_156893913517703.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,543 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 |
| August 15, 2019 Filed Aug 19, 2019 21:07 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001601712-19-000199 · wf-form4_156624882539399.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,743 F1 · shares: Represents dividend equivalent units accrued on August 15, 2019 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 15, 2019 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 |
| May 16, 2019 Filed May 20, 2019 20:04 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001601712-19-000146 · wf-form4_155838263221758.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,565 F1 · shares: Represents dividend equivalent units accrued on May 16, 2019 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 May 16, 2019 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 |
| April 01, 2019 Filed Apr 3, 2019 20:07 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 1,719 | $32.58 | $56,005.02 |
DisclosureSEC source: 0001601712-19-000112 · wf-form4_155432202789577.xml · nonDerivative · entry 2 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,408 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 and PSUs. No investment decision was made by the Reporting Person in connection with the withholding. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:07 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 651 | $32.58 | $21,209.58 |
DisclosureSEC source: 0001601712-19-000112 · wf-form4_155432202789577.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,127 F1 · shares: On January 23, 2019, the Reporting Person earned common stock of Synchrony Financial (the "Company") in connection with the vesting of Performance Share Units ("PSUs") under the 2016-2018 Long-Term Performance Program based on pre-established performance goals for the 2016-2018 performance period. On April 1, 2019, the Reporting Person earned additional shares to reflect updated calculations of such performance metrics. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:42 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 14,295 | $32.46 | $464,015.70 |
DisclosureSEC source: 0001601712-19-000074 · wf-form4_155182214266233.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,476 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 14, 2019 Filed Feb 19, 2019 21:56 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 111 | $30.83 | $3,422.13 |
DisclosureSEC source: 0001601712-19-000055 · wf-form4_155061340234441.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,181 F1 · shares: Represents 3, 14, 21, 32 and 40 dividend equivalent units accrued on February 14, 2019 as dividends were paid on the common shares underlying restricted stock units originally granted to the reporting person on September 17, 2014, April 1, 2015, April 1, 2016, April 1, 2017 and April 1, 2018, respectively. 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 23, 2019 Filed Jan 25, 2019 21:11 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 3,670 | $29.40 | $107,898.00 |
DisclosureSEC source: 0001601712-19-000038 · wf-form4_154845066520418.xml · nonDerivative · entry 2 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,070 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 2016-2018 Long-Term Performance Program. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 21:11 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 7,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-19-000038 · wf-form4_154845066520418.xml · nonDerivative · entry 1 Casellas Alberto · CIK 0001763554 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,740 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 2016-2018 Long-Term Performance Program based on pre-established performance goals for the 2016-2018 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.