Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ally Financial Inc.ALLY · Entity 3431 | Chief Legal & Corp Affairs | January 30, 2026 | February 03, 2026 |
| Discover Financial ServicesDFS · Entity 13531 | EVP, CLO, GC & Corp. Sec. | February 22, 2024 | February 26, 2024 |
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.
Ally Financial Inc.
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,495 |
Reported balance
After 2026-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-30 · Tax withholding · Disposed 282 · Balance 79,495 F1: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units. F2: Represents the per share market value of the Company's common stock as of January 28, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 102,900 |
Reported balance
After 2026-02-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-03 · Grant · Acquired 23,405 · Balance 102,900 F3: Represents an equal number of restricted stock units that, when vested, may be settled only in shares of Company common stock. F2: Represents the per share market value of the Company's common stock as of January 28, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units.
F2: Represents the per share market value of the Company's common stock as of January 28, 2026.
F3: Represents an equal number of restricted stock units that, when vested, may be settled only in shares of Company common stock.
Discover Financial Services
Report date February 22, 2024 · Filed February 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,101 |
Ending reported balance
After 2024-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-22 · Grant · Acquired 15,504 · Balance 27,480 F1: Award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan. Row 2 · 2024-02-22 · Grant · Acquired 3,621 · Balance 31,101 F2: Special retention award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan.
F2: Special retention award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| February 03, 2026 Filed Feb 3, 2026 23:23 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 23,405 | $42.30 | $990,031.50 |
DisclosureSEC source: 0001959202-26-000001 · primarydocument.xml · nonDerivative · entry 2 Mehlman Hope · CIK 0001959202 · Chief Legal & Corp Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,900 F3 · security: Represents an equal number of restricted stock units that, when vested, may be settled only in shares of Company common stock. F2 · price: Represents the per share market value of the Company's common stock as of January 28, 2026. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:23 UTC | Ally Financial Inc. ALLY · Entity 3431 | Tax withholdingCommon Stock | 282 | $42.30 | $11,928.60 |
DisclosureSEC source: 0001959202-26-000001 · primarydocument.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · Chief Legal & Corp Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,495 F1 · security: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units. F2 · price: Represents the per share market value of the Company's common stock as of January 28, 2026. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 22:39 UTC | Ally Financial Inc. ALLY · Entity 3431 | Tax withholdingCommon Stock | 10,862 | $44.85 | $487,160.70 |
DisclosureSEC source: 0001959202-25-000004 · primarydocument.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · Chief Legal & Corp Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,777 F1 · security: These shares were withheld by the Company to satisfy the reporting person's tax obligation associated with the vesting of a previously reported award of restricted stock units. F2 · price: Represents the per share market value of the Company's common stock as of December 15, 2025. Read SEC document |
| February 04, 2025 Filed Feb 4, 2025 23:45 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 1,732 | $39.06 | $67,651.92 |
DisclosureSEC source: 0001562180-25-000922 · primarydocument.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · Chief Legal & Corp Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,639 F1 · security: Represents an equal number of restricted stock units that, when vested, may be settled only in shares of Company common stock. F2 · price: Represents the per share market value of the Company's common stock as of January 28, 2025. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 22:41 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 88,907 | $37.68 | $3,350,015.76 |
DisclosureSEC source: 0001562180-24-008458 · primarydocument.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · Chief Legal & Corp Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,907 F1 · security: Represents an equal number of restricted stock units that, when vested, may be settled only in shares of Company common stock. F2 · price: Represents the per share market value of the Company's common stock as of December 13, 2024. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 17:25 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 3,621 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-020333 · ownership.xml · nonDerivative · entry 2 Mehlman Hope · CIK 0001959202 · EVP, CLO, GC & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,101 F2 · shares: Special retention award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 17:25 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 15,504 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-020333 · ownership.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · EVP, CLO, GC & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,480 F1 · shares: Award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:07 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 1,363 | $106.56 | $145,241.28 |
DisclosureSEC source: 0001209191-24-002859 · doc4.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · EVP, CLO, GC & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,976 F1 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted restricted stock units. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 16:10 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013164 · doc4.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,339 Read SEC document |
| January 09, 2023 Filed Jan 11, 2023 16:19 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 8,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002982 · doc4.xml · nonDerivative · entry 1 Mehlman Hope · CIK 0001959202 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,664 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.