Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Synchrony FinancialSYF · Entity 3184 | See remarks | July 01, 2024 | July 02, 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.
Synchrony Financial
Report date July 01, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,782 |
Reported balance
After 2024-07-01 transaction · row 1
1 source rowRow 1 · 2024-07-01 · Tax withholding · Disposed 277 · Balance 33,782 F1: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units. No investment decision was made by the Reporting Person in connection with the withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units. No investment decision was made by the Reporting Person in connection with the withholding.
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 |
|---|---|---|---|---|---|---|
| July 01, 2024 Filed Jul 2, 2024 21:04 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 277 | $48.11 | $13,326.47 |
DisclosureSEC source: 0001601712-24-000237 · wk-form4_1719954290.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,782 F1 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units. No investment decision was made by the Reporting Person in connection with the withholding. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:48 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 192 | $44.14 | $8,474.88 |
DisclosureSEC source: 0001601712-24-000207 · wk-form4_1715978916.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,059 F1 · shares: Represents dividend equivalent units accrued on May 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,191 | $0.00 Strike: $25.35 | $0.00 |
DisclosureSEC source: 0001601712-24-000113 · wk-form4_1709684964.xml · derivative · entry 5 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,191 shares Expires 2026-07-01 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. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 30, 2023. F4 · derivative.exercise_date: The reporting person was awarded employee stock options on July 1, 2016, which vested in five equal annual installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 14,624 | $40.50 | $592,272.00 |
DisclosureSEC source: 0001601712-24-000113 · wk-form4_1709684964.xml · nonDerivative · entry 4 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,867 F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 30, 2023. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Exercise / conversionCommon Stock | 1,191 | $25.35 | $30,191.85 |
DisclosureSEC source: 0001601712-24-000113 · wk-form4_1709684964.xml · nonDerivative · entry 3 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,491 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. F3 · shares: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 30, 2023. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 18,088 | $41.05 | $742,512.40 |
DisclosureSEC source: 0001601712-24-000113 · wk-form4_1709684964.xml · nonDerivative · entry 2 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,300 F2 · shares: Represents restricted stock units that will vest in three equal annual installments of 33.33% each, beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial (the "Company") common stock. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:29 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 4,764 | $41.05 | $195,562.20 |
DisclosureSEC source: 0001601712-24-000113 · wk-form4_1709684964.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,212 F1 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units. No investment decision was made by the Reporting Person in connection with the withholding. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:11 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 165 | $39.85 | $6,575.25 |
DisclosureSEC source: 0001601712-24-000070 · wk-form4_1708467046.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,976 F1 · shares: Represents dividend equivalent units accrued on February 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 15, 2024 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 22:44 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 5,609 | $37.97 | $212,973.73 |
DisclosureSEC source: 0001601712-24-000041 · wk-form4_1706309087.xml · nonDerivative · entry 2 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,811 F2 · shares: Reflects the number of shares of Company common stock withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of the PSUs under the 2021-2023 Long-Term Performance Program. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 22:44 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 12,276 | $37.97 | $466,119.72 |
DisclosureSEC source: 0001601712-24-000041 · wk-form4_1706309087.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,420 F1 · shares: Represents common stock of Synchrony Financial (the "Company") earned by the reporting person in connection with the vesting of Performance Share Units ("PSUs") under the 2021-2023 Long-Term Performance Program based on pre-established performance goals for the 2021-2023 performance period. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 22:36 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 224 | $29.15 | $6,529.60 |
DisclosureSEC source: 0001601712-23-000304 · wk-form4_1700001351.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,144 F1 · shares: Represents dividend equivalent units accrued on November 9, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on November 9, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 22:25 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 189 | $34.40 | $6,501.60 |
DisclosureSEC source: 0001601712-23-000245 · wk-form4_1692051918.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,920 F1 · shares: Represents dividend equivalent units accrued on August 10, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on August 10, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:07 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 269 | $33.92 | $9,124.48 |
DisclosureSEC source: 0001601712-23-000186 · wk-form4_1688591207.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,731 F1 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units. No investment decision was made by the Reporting Person in connection with the withholding. Read SEC document |
| May 12, 2023 Filed May 16, 2023 20:43 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 224 | $27.08 | $6,065.92 |
DisclosureSEC source: 0001601712-23-000163 · wk-form4_1684269804.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,000 F1 · shares: Represents dividend equivalent units accrued on May 12, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on May 12, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:08 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 356 | $29.08 | $10,352.48 |
DisclosureSEC source: 0001601712-23-000104 · wf-form4_168063888926764.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,776 F1 · shares: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units. No investment decision was made by the Reporting Person in connection with the withholding. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:20 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 3,768 | $35.48 | $133,688.64 |
DisclosureSEC source: 0001601712-23-000071 · wf-form4_167788560354579.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,132 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 25, 2023. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 01:11 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 3,000 | $35.98 | $107,940.00 |
DisclosureSEC source: 0001601712-23-000064 · wf-form4_167771950158060.xml · nonDerivative · entry 2 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,250 F1 · kind: Reflects the number of shares of Company common stock automatically withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of restricted stock units. No investment decision was made by the reporting person in connection with the withholding. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 01:11 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 17,667 | $35.98 | $635,658.66 |
DisclosureSEC source: 0001601712-23-000064 · wf-form4_167771950158060.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,250 Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 01:11 UTC | Synchrony Financial SYF · Entity 3184 | SaleCommon Stock | 13,350 | $36.14 | $482,469.00 |
DisclosureSEC source: 0001601712-23-000064 · wf-form4_167771950158060.xml · nonDerivative · entry 3 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,900 F2 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 25, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:42 UTC | Synchrony Financial SYF · Entity 3184 | GrantDividend Equivalent Unit | 104 | $35.77 | $3,720.08 |
DisclosureSEC source: 0001601712-23-000051 · wf-form4_167710212832217.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,583 F1 · shares: Represents dividend equivalent units accrued on February 17, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. F1 · price: Represents dividend equivalent units accrued on February 17, 2023 as dividends that were paid on the common shares underlying restricted stock units. The dividend equivalent units vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate. Each dividend equivalent unit is the economic equivalent of one share of Synchrony Financial common stock. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:10 UTC | Synchrony Financial SYF · Entity 3184 | Tax withholdingCommon Stock | 2,995 | $35.37 | $105,933.15 |
DisclosureSEC source: 0001601712-23-000033 · wf-form4_167476744388518.xml · nonDerivative · entry 2 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,479 F2 · shares: Reflects the number of shares of Company common stock withheld by the Company to pay the tax liability of the reporting person in connection with the vesting of the PSUs under the 2020-2022 Long-Term Performance Program. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:10 UTC | Synchrony Financial SYF · Entity 3184 | GrantCommon Stock | 9,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001601712-23-000033 · wf-form4_167476744388518.xml · nonDerivative · entry 1 Nalluswami Maran · CIK 0001960690 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,474 F1 · shares: Represents common stock of Synchrony Financial (the "Company") earned by the reporting person in connection with the vesting of Performance Share Units ("PSUs") under the 2020-2022 Long-Term Performance Program based on pre-established performance goals for the 2020-2022 performance period. 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.