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 |
| Discover Financial ServicesDFS · Entity 13531 | EVP, Pres. - Payment Services | February 23, 2023 | February 27, 2023 |
| Flywire CorpFLYW · Entity 1568 | Director | June 02, 2026 | June 04, 2026 |
| NAVIENT CORPNAVI · Entity 5050 | Director | September 24, 2026 | September 25, 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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,634 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 2,837 · Balance 28,634 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
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 · 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. |
| 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. F4: 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. |
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.
F4: 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.
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 | 155,095 |
Reported balance
After 2023-02-23 transaction · row 1
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 8,221 · Balance 155,095 |
Flywire Corp
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 58,777 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 11,558 · Balance 58,777 F1: Represents a restricted stock unit award that vests on the earlier of (a) June 2, 2027, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. In addition, the restricted stock unit award will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit award that vests on the earlier of (a) June 2, 2027, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. In addition, the restricted stock unit award will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability.
NAVIENT CORP
Report date September 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,035 |
Reported balance
After 2026-09-24 transaction · row 1
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 10,035 · Balance 10,035 F1: Represents a grant of restricted stock to a non-employee director under the Navient Corporation 2024 Omnibus Incentive Plan. The restrictions lift subject to continued active service on the Navient Board of Directors as follows: 33.33% on the grant date (September 24, 2026); 33.33% on November 1, 2026; and 33.34% on February 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock to a non-employee director under the Navient Corporation 2024 Omnibus Incentive Plan. The restrictions lift subject to continued active service on the Navient Board of Directors as follows: 33.33% on the grant date (September 24, 2026); 33.33% on November 1, 2026; and 33.34% on February 1, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WEST CORP
Report date October 10, 2017 · Filed October 12, 2017
Section 16 reporting ended · disclosed 2017-10-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-10 transaction · row 1
1 source rowRow 1 · 2017-10-10 · Disposition to issuer · Disposed 7,793 · Balance 0 F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement").
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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 25, 2026 20:45 UTC | NAVIENT CORP NAVI · Entity 5050 | GrantCommon Stock | 10,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001593538-26-000039 · form4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,035 F1 · shares: Represents a grant of restricted stock to a non-employee director under the Navient Corporation 2024 Omnibus Incentive Plan. The restrictions lift subject to continued active service on the Navient Board of Directors as follows: 33.33% on the grant date (September 24, 2026); 33.33% on November 1, 2026; and 33.34% on February 1, 2027. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 2,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040818 · wk-form4_1780604778.xml · derivative · entry 3 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,651 Underlying: Common Stock · 2,651 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040818 · wk-form4_1780604778.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,837 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:26 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040818 · wk-form4_1780604778.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,634 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 |
| June 02, 2026 Filed Jun 4, 2026 20:29 UTC | Flywire Corp FLYW · Entity 1568 | GrantVoting Common Stock | 11,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-257499 · ownership.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,777 F1 · shares: Represents a restricted stock unit award that vests on the earlier of (a) June 2, 2027, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. In addition, the restricted stock unit award will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:05 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 2,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086709 · ownership.xml · derivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,837 Underlying: Common Stock · 2,837 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2026 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2026 annual meeting of stockholders of BHF. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 13:10 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084123 · ownership.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,850 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represemts the contigent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on June 6, 2025. F3 · derivative.expiration_date: The RSUs vested on June 6, 2025. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 13:10 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084123 · ownership.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,797 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") represemts the contigent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:30 UTC | Flywire Corp FLYW · Entity 1568 | GrantVoting Common Stock | 16,990 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082399 · ownership.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,219 F1 · shares: Represents a restricted stock unit award that vests on the earlier of (a) June 3, 2026, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. In addition, the restricted stock unit award will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:03 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-24-000031 · wk-form4_1718053389.xml · derivative · entry 3 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,850 Underlying: Common Stock · 3,850 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F4 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2025 annual meeting of stockholders of BHF. F4 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2025 annual meeting of stockholders of BHF. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:03 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-24-000031 · wk-form4_1718053389.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,703 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2024 annual meeting of stockholders of BHF. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:03 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-24-000031 · wk-form4_1718053389.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,947 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 |
| June 04, 2024 Filed Jun 6, 2024 20:17 UTC | Flywire Corp FLYW · Entity 1568 | GrantVoting Common Stock | 10,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-069905 · ownership.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,229 F1 · shares: Represents a restricted stock unit award that vests on the earlier of (a) June 4, 2025, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. In addition, the restricted stock unit award will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:59 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-23-000045 · wf-form4_168660354215791.xml · derivative · entry 3 Offereins Diane E · CIK 0001401323 · 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. F4 · 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. F4 · 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. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:59 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-23-000045 · wf-form4_168660354215791.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · 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. F3 · derivative.expiration_date: The RSUs vested on the date of the 2023 annual meeting of stockholders of BHF. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:59 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-23-000045 · wf-form4_168660354215791.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,244 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 |
| June 04, 2023 Filed Jun 6, 2023 20:29 UTC | Flywire Corp FLYW · Entity 1568 | GrantVoting Common Stock | 5,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-026645 · ownership.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,763 F1 · shares: Represents a restricted stock unit award that vests on the earlier of (a) June 4, 2024, and (b) the Issuer's next annual meeting of stockholders, provided that the Reporting Person has provided continuous service to the Issuer through such date. In addition, the restricted stock unit award will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:12 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 8,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013167 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,095 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:22 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 14,727 | $115.83 | $1,705,828.41 |
DisclosureSEC source: 0001209191-23-006841 · doc4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,874 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 21:22 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 25,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006841 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,601 Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 22:37 UTC | Flywire Corp FLYW · Entity 1568 | GrantVoting Common Stock | 14,176 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-001505 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,176 F1 · shares: Represents a restricted stock unit award ("RSU") that vests in three equal annual installments on each anniversary of the date of grant, subject to the Reporting Person's continuous service as a member of the Issuer's board of directors through such date. In addition, the RSU will accelerate and fully vest upon a change in control, or the Reporting Person's earlier death or disability. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 21:25 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 625 | $105.40 | $65,875.00 |
DisclosureSEC source: 0001209191-22-060006 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,405 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 |
| June 08, 2022 Filed Jun 10, 2022 21:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-22-000038 · wf-form4_165489732890099.xml · derivative · entry 3 Offereins Diane E · CIK 0001401323 · 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 21:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-22-000038 · wf-form4_165489732890099.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,615 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 21:42 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001685040-22-000038 · wf-form4_165489732890099.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,883 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 |
| February 25, 2022 Filed Mar 1, 2022 23:05 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 8,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014276 · doc4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,030 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:05 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 7,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014276 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,966 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:08 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 12,127 | $118.02 | $1,431,228.54 |
DisclosureSEC source: 0001209191-22-006928 · doc4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,627 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 23:08 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 20,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006928 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,754 Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 00:31 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 393 | $108.67 | $42,707.31 |
DisclosureSEC source: 0001209191-21-068440 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,522 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 |
| June 10, 2021 Filed Jun 11, 2021 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039828 · doc4.xml · derivative · entry 3 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 Underlying: Common Stock · 3,615 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 of the 2022 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 of the 2022 annual meeting of stockholders of BHF. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039828 · doc4.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,454 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 2021 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2021 annual meeting of stockholders of BHF. Read SEC document |
| June 10, 2021 Filed Jun 11, 2021 20:18 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-039828 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,268 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 |
| April 30, 2021 Filed May 3, 2021 21:02 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $114.02 | $1,710,262.50 |
DisclosureSEC source: 0000905148-21-000414 · form4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,915 F1 · price: The price reflected in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $114.00 to $114.195, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 00:14 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 9,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-005886 · form4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,915 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 22:19 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 25,000 | $90.71 | $2,267,865.00 |
DisclosureSEC source: 0000905148-21-000134 · form4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,225 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.70 to $90.78, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 00:42 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 8,976 | $82.19 | $737,737.44 |
DisclosureSEC source: 0001140361-21-003310 · form4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,455 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 00:42 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 13,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003310 · form4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,431 Read SEC document |
| January 27, 2021 Filed Feb 8, 2021 22:19 UTC | Discover Financial Services DFS · Entity 13531 | GiftCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-21-000134 · form4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,225 Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 20:22 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036275 · doc4.xml · derivative · entry 3 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 Underlying: Common Stock · 3,454 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 and the date of the of the 2021 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 and the date of the of the 2021 annual meeting of stockholders of BHF. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 20:22 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 3,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036275 · doc4.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,120 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 2020 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs vested on the date of the 2020 annual meeting of stockholders of BHF. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 20:22 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 3,120 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-036275 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,814 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 |
| February 01, 2020 Filed Feb 5, 2020 01:26 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 11,319 | $75.13 | $850,396.47 |
DisclosureSEC source: 0001209191-20-006724 · doc4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,988 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 01:26 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 19,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006724 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,307 Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:49 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004869 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,072 Read SEC document |
| July 26, 2019 Filed Jul 29, 2019 22:36 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 20,000 | $91.76 | $1,835,200.00 |
DisclosureSEC source: 0001209191-19-043573 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,874 Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 12:27 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | GrantRestricted Stock Units · Derivative | 3,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036984 · doc4.xml · derivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,120 Underlying: Common Stock · 3,120 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2 · shares: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan. F3 · derivative.exercise_date: The RSUs will vest on the earlier of the first anniversary of the grant date and the date of the 2020 annual meeting of stockholders of BHF. F3 · derivative.expiration_date: The RSUs will vest on the earlier of the first anniversary of the grant date and the date of the 2020 annual meeting of stockholders of BHF. Read SEC document |
| May 23, 2019 Filed May 23, 2019 20:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionRestricted Stock Units · Derivative | 2,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032293 · doc4.xml · derivative · entry 2 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,494 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. 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 May 23, 2019. F3 · derivative.expiration_date: The RSUs vested on May 23, 2019. Read SEC document |
| May 23, 2019 Filed May 23, 2019 20:19 UTC | Brighthouse Financial, Inc. BHF · Entity 1737 | Exercise / conversionCommon Stock | 2,494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-032293 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,694 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. common stock. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:17 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000340 · edgar.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP, Pres. - Payment Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,224 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.