Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Discover Financial ServicesDFS · Entity 13531 | EVP, Pres. - Consumer Banking | February 23, 2023 | February 27, 2023 |
| Oportun Financial CorpOPRT · Entity 5862 | Director | August 11, 2026 | August 13, 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.
Discover Financial Services
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 122,714 |
Reported balance
After 2023-02-23 transaction · row 1
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 8,221 · Balance 122,714 |
| Common StockSEC Table I · non-derivative | IndirectBy VMC Investment Holdings LLC | 32,703 |
Reported balance
Holding disclosure · report date 2023-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 32,703 |
Oportun Financial Corp
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,463 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 20,869 · Balance 88,463 F1: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date. F2: Each RSU represents the right to receive, at settlement, one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date.
F2: Each RSU represents the right to receive, at settlement, one share of 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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 13, 2026 21:35 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000078 · wk-form4_1786656952.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,463 F1 · shares: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| July 18, 2025 Filed Jul 22, 2025 21:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000061 · wk-form4_1753218670.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,594 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of October 18, 2025, January 18, 2026, April 18, 2026, and upon the earlier of (i) the date immediately preceding the Issuer's 2026 annual stockholder meeting or (ii) July 18, 2026, subject to the Reporting Person's continued service through such date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| December 13, 2024 Filed Dec 13, 2024 21:59 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 15,000 | $3.89 | $58,350.00 |
DisclosureSEC source: 0001538716-24-000156 · wk-form4_1734127178.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,504 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.82 to $3.91 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 20:59 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 26,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000086 · wk-form4_1719608385.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,504 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of September 26, 2024, December 26, 2024, March 26, 2025, and upon the earlier of (i) the date immediately preceding the Issuer's 2025 annual stockholder meeting or (ii) June 26, 2025, subject to the Reporting Person's continued service through such date. F2 · price: Each Restricted Stock Units (RSU) represents the right to receive, at settlement, one share of common stock. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 7,817 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000017 · wk-form4_1707516495.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,817 F1 · price: Represents an award of restricted stock units that will vest in two equal installments, with fifty percent vesting on March 6, 2024 and the remaining fifty percent vesting upon the earlier of: (i) the date of the Issuer's 2024 annual stockholder meeting, or (ii) June 6, 2024, subject to the Reporting Person's continued service through such date. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:11 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 8,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013166 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,714 Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 22:26 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 7,000 | $118.00 | $826,000.00 |
DisclosureSEC source: 0001209191-23-007350 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,493 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:21 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 7,000 | $115.65 | $809,550.00 |
DisclosureSEC source: 0001209191-23-006836 · doc4.xml · nonDerivative · entry 3 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,493 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:21 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 13,736 | $115.83 | $1,591,040.88 |
DisclosureSEC source: 0001209191-23-006836 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,493 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted performance stock units and restricted stock units. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:21 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 25,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006836 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,229 Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 21:22 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 298 | $105.40 | $31,409.20 |
DisclosureSEC source: 0001209191-22-060001 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,033 F1 · shares: Shares withheld to satisfy the tax withholding obligation incurred in connection with the satisfaction of the Company's retirement eligibility provision. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 22:58 UTC | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 19,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017221 · doc4.xml · nonDerivative · entry 4 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By VMC Investment Holdings LLC Disclosed balance after: 32,703 F1 · shares: Reflects transfer of shares to VMC Investment Holdings LLC (the "LLC"). The reporting person owns 0.5% of the LLC and the remaining 99.5% of the LLC is owned by a family trust. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 22:58 UTC | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 19,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017221 · doc4.xml · nonDerivative · entry 3 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,331 F1 · shares: Reflects transfer of shares to VMC Investment Holdings LLC (the "LLC"). The reporting person owns 0.5% of the LLC and the remaining 99.5% of the LLC is owned by a family trust. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 22:58 UTC | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017221 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By VMC Investment Holdings LLC Disclosed balance after: 13,000 F1 · shares: Reflects transfer of shares to VMC Investment Holdings LLC (the "LLC"). The reporting person owns 0.5% of the LLC and the remaining 99.5% of the LLC is owned by a family trust. Read SEC document |
| March 01, 2022 Filed Mar 8, 2022 22:58 UTC | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017221 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,034 F1 · shares: Reflects transfer of shares to VMC Investment Holdings LLC (the "LLC"). The reporting person owns 0.5% of the LLC and the remaining 99.5% of the LLC is owned by a family trust. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:02 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 7,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014259 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,034 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:05 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 12,127 | $118.02 | $1,431,228.54 |
DisclosureSEC source: 0001209191-22-006925 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,695 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted performance stock units and restricted stock units. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:05 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 20,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006925 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,822 Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 00:34 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 393 | $108.67 | $42,707.31 |
DisclosureSEC source: 0001209191-21-068443 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,590 F1 · shares: Shares withheld to satisfy the tax withholding obligation incurred in connection with the satisfaction of the Company's retirement eligibility provision. Read SEC document |
| October 25, 2021 Filed Oct 27, 2021 21:33 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 22,000 | $123.68 | $2,720,938.00 |
DisclosureSEC source: 0001209191-21-061817 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,983 F1 · price: Reflects weighted average sale price for open-market sales transaction reported herein. Actual sales prices ranged from $123.44 to $124.06. The reporting person provided to the issuer, and will provide any security holder of Discover Financial Services or member of the SEC staff, full information regarding the number of shares sold at each separate price upon request Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 00:19 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 9,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-005895 · form4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,983 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:21 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 19,260 | $88.00 | $1,694,880.00 |
DisclosureSEC source: 0000905148-21-000135 · form4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,293 Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 00:38 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 8,976 | $82.19 | $737,737.44 |
DisclosureSEC source: 0001140361-21-003304 · form4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,553 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously-granted (i) performance stock units, and (ii) restricted stock units. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 00:38 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 13,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003304 · form4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,529 Read SEC document |
| February 01, 2020 Filed Feb 5, 2020 01:22 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 11,320 | $75.13 | $850,471.60 |
DisclosureSEC source: 0001209191-20-006722 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,086 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously-granted (i) performance stock units, and (ii) restricted stock units. Read SEC document |
| February 01, 2020 Filed Feb 5, 2020 01:22 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 19,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006722 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,406 Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 22:59 UTC | Discover Financial Services DFS · Entity 13531 | PurchaseCommon Stock | 3,000 | $73.74 | $221,205.90 |
DisclosureSEC source: 0001209191-20-005232 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,171 Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:37 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004840 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,171 Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 21:17 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $71.73 | $268,987.50 |
DisclosureSEC source: 0001123292-19-000596 · edgar.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,327.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:44 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $72.05 | $270,187.50 |
DisclosureSEC source: 0001123292-19-000420 · edgar.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,077.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:15 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000339 · edgar.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,827.42 Read SEC document |
| February 01, 2019 Filed Feb 6, 2019 02:05 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 7,500 | $67.59 | $506,925.00 |
DisclosureSEC source: 0001209191-19-007607 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,098.42 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| February 01, 2019 Filed Feb 6, 2019 02:05 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 37,681 | $68.40 | $2,577,380.40 |
DisclosureSEC source: 0001209191-19-007607 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,598.42 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously-granted (i) performance stock units, and (ii) restricted stock units. Read SEC document |
| February 01, 2019 Filed May 7, 2019 21:54 UTC Amendment | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 7,500 | $67.59 | $506,925.00 |
DisclosureSEC source: 0001209191-19-028047 · doc4a.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,744.42 F3 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on January 26, 2018. Read SEC document |
| February 01, 2019 Filed May 7, 2019 21:54 UTC Amendment | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 26,035 | $68.40 | $1,780,794.00 |
DisclosureSEC source: 0001209191-19-028047 · doc4a.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,244.42 F1 · shares: This amended Form 4 is filed to correct the number of securities reported in Table I, which were previously incorrectly reported due to administrative error. F2 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously-granted (i) performance stock units, and (ii) restricted stock units. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 23:18 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 46,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005042 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,279.42 F1 · shares: Represents a grant of non-derivative performance stock units, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Performance stock units are convertible into shares of common stock at a ratio of 1:1. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 22:54 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $71.98 | $269,925.00 |
DisclosureSEC source: 0001209191-18-061004 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,602.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 21:34 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $69.79 | $261,712.50 |
DisclosureSEC source: 0001209191-18-056970 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,352.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 22:06 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $77.26 | $289,725.00 |
DisclosureSEC source: 0001209191-18-053382 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,102.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 21:31 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $78.21 | $293,287.50 |
DisclosureSEC source: 0001209191-18-049918 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,852.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 21:10 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $71.60 | $268,500.00 |
DisclosureSEC source: 0001209191-18-045017 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,602.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:00 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $69.90 | $262,125.00 |
DisclosureSEC source: 0001209191-18-040914 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,352.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:59 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $74.58 | $279,675.00 |
DisclosureSEC source: 0001209191-18-035773 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,102.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:46 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 3,750 | $71.09 | $266,587.50 |
DisclosureSEC source: 0001209191-18-027658 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,852.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 26, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 21:07 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $71.41 | $571,280.00 |
DisclosureSEC source: 0001209191-18-023773 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,602.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 2, 2017. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:16 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $78.64 | $629,120.00 |
DisclosureSEC source: 0001209191-18-016652 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,602.42 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 2, 2017. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 01:40 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013674 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,602.42 Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:42 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $79.51 | $636,080.00 |
DisclosureSEC source: 0001209191-18-007696 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,258.42 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 2, 2017. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:42 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 16,794 | $80.62 | $1,353,932.28 |
DisclosureSEC source: 0001209191-18-007696 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,258.42 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously-granted (i) performance stock units, and (ii) restricted stock units. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:37 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 24,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-18-000208 · edgar.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,052.42 F1 · shares: Represents a grant of non-derivative performance stock units, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Performance stock units are convertible into shares of common stock at a ratio of 1:1. 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.