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 |
|---|---|---|---|---|---|---|
| January 02, 2018 Filed Jan 4, 2018 21:51 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $77.24 | $617,920.00 |
DisclosureSEC source: 0001209191-18-001986 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,149.42 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 |
| December 01, 2017 Filed Dec 5, 2017 21:14 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $70.79 | $566,320.00 |
DisclosureSEC source: 0001209191-17-063893 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,149.42 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 |
| November 01, 2017 Filed Nov 3, 2017 21:15 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $66.68 | $533,440.00 |
DisclosureSEC source: 0001209191-17-059255 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,149.42 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 |
| October 02, 2017 Filed Oct 4, 2017 21:28 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $64.51 | $516,080.00 |
DisclosureSEC source: 0001209191-17-055937 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,149.42 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 |
| September 01, 2017 Filed Sep 5, 2017 21:13 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $59.12 | $472,960.00 |
DisclosureSEC source: 0001209191-17-051419 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,149.42 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 |
| August 01, 2017 Filed Aug 2, 2017 20:16 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $61.29 | $490,320.00 |
DisclosureSEC source: 0001209191-17-047099 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,149.42 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 |
| July 03, 2017 Filed Jul 5, 2017 21:53 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $62.42 | $499,360.00 |
DisclosureSEC source: 0001209191-17-043462 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,149.42 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 |
| June 01, 2017 Filed Jun 5, 2017 21:52 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $58.88 | $471,040.00 |
DisclosureSEC source: 0001209191-17-037895 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,149.42 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 |
| May 01, 2017 Filed May 3, 2017 22:34 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 8,000 | $62.35 | $498,800.00 |
DisclosureSEC source: 0001209191-17-029788 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP, Pres. - Consumer Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,149.42 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 |
| April 03, 2017 Filed Apr 4, 2017 23:38 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $68.48 | $684,800.00 |
DisclosureSEC source: 0001209191-17-025360 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,149.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:38 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $72.32 | $723,200.00 |
DisclosureSEC source: 0001209191-17-017832 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,149.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:43 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 10,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014467 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,149.42 F1 · shares: Restricted stock units are convertible into shares of common stock at a ratio of 1:1. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 23:53 UTC | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007844 · doc4.xml · nonDerivative · entry 4 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,973.42 Read SEC document |
| February 02, 2017 Filed Feb 24, 2017 22:21 UTC Amendment | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014429 · doc4a.xml · nonDerivative · entry 4 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,189.42 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:53 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $69.70 | $697,000.00 |
DisclosureSEC source: 0001209191-17-007844 · doc4.xml · nonDerivative · entry 3 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,473.42 F3 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:53 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 20,115 | $68.77 | $1,383,308.55 |
DisclosureSEC source: 0001209191-17-007844 · doc4.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,473.42 F2 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted restricted stock units and performance stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:53 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 17,565 | $68.77 | $1,207,945.05 |
DisclosureSEC source: 0001209191-17-007844 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,588.42 F1 · shares: Shares earned upon vesting 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 |
| February 01, 2017 Filed Feb 24, 2017 22:21 UTC Amendment | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $69.70 | $697,000.00 |
DisclosureSEC source: 0001209191-17-014429 · doc4a.xml · nonDerivative · entry 3 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,689.42 F4 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| February 01, 2017 Filed Feb 24, 2017 22:21 UTC Amendment | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 20,115 | $68.77 | $1,383,308.55 |
DisclosureSEC source: 0001209191-17-014429 · doc4a.xml · nonDerivative · entry 2 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,689.42 F3 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted restricted stock units and performance stock units. Read SEC document |
| February 01, 2017 Filed Feb 24, 2017 22:21 UTC Amendment | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 28,781 | $68.77 | $1,979,269.37 |
DisclosureSEC source: 0001209191-17-014429 · doc4a.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,804.42 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: Shares earned upon vesting 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 |
| January 03, 2017 Filed Jan 5, 2017 21:47 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $72.90 | $729,000.00 |
DisclosureSEC source: 0001209191-17-002150 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,023.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:08 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $68.00 | $680,000.00 |
DisclosureSEC source: 0001209191-16-153323 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,023.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:24 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $56.33 | $563,300.00 |
DisclosureSEC source: 0001209191-16-148177 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,023.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:14 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $56.36 | $563,600.00 |
DisclosureSEC source: 0001209191-16-145065 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,023.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:53 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $60.03 | $600,300.00 |
DisclosureSEC source: 0001209191-16-140102 · doc4.xml · nonDerivative · entry 1 Minetti Carlos · CIK 0001401335 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,023.42 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. 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.