Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | EVP, Chief HR Officer - AIC | February 18, 2021 | February 22, 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.
ALLSTATE CORP
Report date February 18, 2021 · Filed February 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $105.08 · Expires 2031-02-18 | Direct | 29,811 |
Reported balance
After 2021-02-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-02-18 · Grant · Acquired 29,811 · Balance 29,811 F1: Option exercisable in three increments, with one third vesting on February 18, 2022, February 18, 2023, and February 18, 2024, with any fractional shares to be rounded as provided for in award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Option exercisable in three increments, with one third vesting on February 18, 2022, February 18, 2023, and February 18, 2024, with any fractional shares to be rounded as provided for in award agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Discover Financial Services
Report date May 18, 2025 · Filed May 19, 2025
Section 16 reporting ended · disclosed 2025-05-19. 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 2025-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-18 · Disposition to issuer · Disposed 17,962 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock (the "Exchange Ratio"). The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash. F2: Includes 15,030 shares of Issuer common stock in respect of restricted stock unit awards (the "Issuer RSU Awards"). Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU Award outstanding immediately prior to the Effective Time was converted into a Capital One restricted stock unit award in respect of that number of shares of Capital One common stock (rounded to the nearest whole share) equal to the product of (i) the total number of shares of Issuer common stock subject to the Issuer RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, and which is otherwise be subject to the same terms and conditions as applied to the corresponding Issuer RSU Award immediately prior to the Effective Time. F3: As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock (the "Exchange Ratio"). The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash.
F2: Includes 15,030 shares of Issuer common stock in respect of restricted stock unit awards (the "Issuer RSU Awards"). Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU Award outstanding immediately prior to the Effective Time was converted into a Capital One restricted stock unit award in respect of that number of shares of Capital One common stock (rounded to the nearest whole share) equal to the product of (i) the total number of shares of Issuer common stock subject to the Issuer RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, and which is otherwise be subject to the same terms and conditions as applied to the corresponding Issuer RSU Award immediately prior to the Effective Time.
F3: As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer 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 |
|---|---|---|---|---|---|---|
| May 18, 2025 Filed May 19, 2025 17:16 UTC | Discover Financial Services DFS · Entity 13531 | Disposition to issuerCommon Stock | 17,962 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-074575 · ownership.xml · nonDerivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock (the "Exchange Ratio"). The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash. F2 · shares: Includes 15,030 shares of Issuer common stock in respect of restricted stock unit awards (the "Issuer RSU Awards"). Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU Award outstanding immediately prior to the Effective Time was converted into a Capital One restricted stock unit award in respect of that number of shares of Capital One common stock (rounded to the nearest whole share) equal to the product of (i) the total number of shares of Issuer common stock subject to the Issuer RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, and which is otherwise be subject to the same terms and conditions as applied to the corresponding Issuer RSU Award immediately prior to the Effective Time. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of February 19, 2024, by and among the Issuer, Capital One Financial Corporation ("Capital One"), and Vega Merger Sub, Inc. ("Merger Sub") (the "Merger Agreement"). Pursuant to the terms of the Merger Agreement, at the effective time of the merger (the "Effective Time") between the Issuer and Merger Sub (the "Merger"), each share of Issuer common stock issued and outstanding immediately prior to the Effective Time was converted into the right to receive 1.0192 shares of Capital One common stock (the "Exchange Ratio"). The Merger closed on May 18, 2025 (the "Closing Date"). The closing price of Capital One common stock on the New York Stock Exchange on the last trading day prior to the Closing Date was $197.22. All fractional shares were paid in cash. F3 · balance_after: As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Issuer common stock. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 18:57 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009359 · ownership.xml · nonDerivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,962 F1 · shares: Award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan. Read SEC document |
| December 19, 2024 Filed Dec 23, 2024 17:09 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 945 | $169.27 | $159,960.15 |
DisclosureSEC source: 0000950170-24-139696 · ownership.xml · nonDerivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,684 F1 · shares: Shares withheld to satisfy the tax withholding obligation incurred in connection with the accelerated vesting of previously granted restricted stock units. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 16:49 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 11,629 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035427 · ownership.xml · nonDerivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,629 F1 · shares: Award of restricted stock units pursuant to the Discover Financial Services 2023 Omnibus Incentive Plan. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:29 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 29,811 | $0.00 Strike: $105.08 | $0.00 |
DisclosureSEC source: 0001127602-21-007095 · form4.xml · derivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,811 Underlying: Common Stock · 29,811 shares Expires 2031-02-18 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 18, 2022, February 18, 2023, and February 18, 2024, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:43 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,131 | $0.00 Strike: $124.26 | $0.00 |
DisclosureSEC source: 0001127602-20-007010 · form4.xml · derivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,131 Underlying: Common Stock · 22,131 shares Expires 2030-02-19 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 19, 2021, February 19, 2022, and February 19, 2023, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:18 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 5,871 | $0.00 Strike: $105.84 | $0.00 |
DisclosureSEC source: 0001127602-19-032158 · form4.xml · derivative · entry 1 Blair Carolyn D · CIK 0001791371 · EVP, Chief HR Officer - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,871 Underlying: Common Stock · 5,871 shares Expires 2029-11-05 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on November 5, 2020, November 5, 2021, and November 5, 2022, with any fractional shares to be rounded as provided for in award agreement. 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.