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 01, 2016 Filed Sep 6, 2016 20:49 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 202 | $60.24 | $12,167.53 |
DisclosureSEC source: 0001209191-16-140096 · doc4.xml · nonDerivative · entry 2 Offereins Diane E · CIK 0001401323 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,962 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.21 to $60.27, 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 ranges set forth in this footnote. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:49 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 9,798 | $59.54 | $583,341.57 |
DisclosureSEC source: 0001209191-16-140096 · doc4.xml · nonDerivative · entry 1 Offereins Diane E · CIK 0001401323 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,164 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.20 to $60.14, 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 ranges set forth in this footnote. 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.