Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | December 15, 2025 | December 17, 2025 |
| Discover Financial ServicesDFS · Entity 13531 | EVP, Chief Risk Officer | April 30, 2021 | May 03, 2021 |
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.
Affirm Holdings, Inc.
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,355 |
Reported balance
After 2025-12-15 transaction · row 1
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 3,579 · Balance 23,355 F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 15, 2026 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 15, 2026 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
Discover Financial Services
Report date April 30, 2021 · Filed May 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,340 |
Reported balance
After 2021-04-30 transaction · row 1
1 source rowRow 1 · 2021-04-30 · Sale · Disposed 9,724 · Balance 53,340 F1: The price reflected in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.95 to $114.30, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reflected in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.95 to $114.30, 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.
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 16:08 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | GrantClass A Common Stock | 3,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057634 · wk-form4_1766005695.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,355 F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 15, 2026 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 18:09 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | GrantClass A Common Stock | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051091 · wk-form4_1734044957.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,776 F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 10, 2025 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 18:03 UTC | Affirm Holdings, Inc. AFRM · Entity 1572 | GrantClass A Common Stock | 16,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030953 · wk-form4_1719957790.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,761 F1 · shares: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in three annual installments beginning July 1, 2025. F2 · price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| April 30, 2021 Filed May 3, 2021 17:00 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 9,724 | $114.08 | $1,109,355.73 |
DisclosureSEC source: 0000905148-21-000413 · form4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,340 F1 · price: The price reflected in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.95 to $114.30, 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 23, 2021 19:07 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 6,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-005879 · form4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,064 Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 19:27 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 10,000 | $93.91 | $939,144.00 |
DisclosureSEC source: 0001140361-21-004181 · form4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,620 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.70 to $94.02, 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 3, 2021 19:36 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 4,353 | $82.19 | $357,773.07 |
DisclosureSEC source: 0001140361-21-003299 · form4.xml · nonDerivative · entry 2 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,620 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 3, 2021 19:36 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 7,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003299 · form4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,973 Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 20:16 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 4,728 | $75.13 | $355,214.64 |
DisclosureSEC source: 0001209191-20-006712 · doc4.xml · nonDerivative · entry 2 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,931 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 4, 2020 20:16 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 9,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006712 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,659 Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 16:16 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 7,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004817 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,596 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 16:11 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 6,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000336 · edgar.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,769 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:02 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 12,901 | $68.40 | $882,428.40 |
DisclosureSEC source: 0001209191-19-007602 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,858 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 17:51 UTC Amendment | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 6,518 | $68.40 | $445,831.20 |
DisclosureSEC source: 0001209191-19-028039 · doc4a.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,241 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 18:06 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005038 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,759 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 |
| February 22, 2018 Filed Feb 26, 2018 20:37 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 5,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013671 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,646 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 19:38 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 3,599 | $80.62 | $290,151.38 |
DisclosureSEC source: 0001209191-18-007690 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,704 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 16:35 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 4,604 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-18-000205 · edgar.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,303 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 |
| April 28, 2017 Filed May 2, 2017 17:34 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 2,000 | $62.47 | $124,940.00 |
DisclosureSEC source: 0001209191-17-029284 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,699 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:53 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 5,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014478 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · SVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,699 F1 · shares: Restricted stock units are convertible into shares of common stock at a ratio of 1:1. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:12 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 3,814 | $68.77 | $262,288.78 |
DisclosureSEC source: 0001209191-17-007872 · doc4.xml · nonDerivative · entry 2 Hughes Brian · CIK 0001675883 · SVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,971 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 19:12 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 3,356 | $68.77 | $230,792.12 |
DisclosureSEC source: 0001209191-17-007872 · doc4.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · SVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,785 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 17:31 UTC Amendment | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 3,814 | $68.77 | $262,288.78 |
DisclosureSEC source: 0001209191-17-014440 · doc4a.xml · nonDerivative · entry 2 Hughes Brian · CIK 0001675883 · SVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,535 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 17:31 UTC Amendment | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 4,920 | $68.77 | $338,348.40 |
DisclosureSEC source: 0001209191-17-014440 · doc4a.xml · nonDerivative · entry 1 Hughes Brian · CIK 0001675883 · SVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,349 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.