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Insider Information:   Nelms David W
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,446,862    

Indirect Shares

  1,899      
Direct Value   $170,442,304    

Indirect Value

  $212,445      
Total Shares   1,448,761      
Total Value   $170,654,749      


Morgan Stanley
 $43,599,235 Discover Financial Services
 $120,565,636 Cdw Corp
 $6,277,434 Morgan Stanley
 $43,599,235 Discover Financial Services
 $120,565,636 Cdw Corp
 $6,277,434
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Morgan Stanley MS Business Unit Head 2006-10-04 448,229 2006-10-04 872    Premium*  
            Discover Financial Services DFS Executive Officer 2019-03-01 970,191 2016-12-01 1,027    Premium*  
            Cdw Corp CDW Director 2024-03-12 28,442 2014-03-10 0    Premium*  
* Premium Members only  

Records found :    180         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CDW Cdw Corp Director   –       •      –    2021-12-10 4 A $0.00 $0 D/D 62 24,039 0 -
CDW Cdw Corp Director   –       •      –    2022-02-24 4 A $0.00 $0 D/D 1,912 25,951 0 -
CDW Cdw Corp Director   –       •      –    2022-03-10 4 A $0.00 $0 D/D 76 26,028 0 -
CDW Cdw Corp Director   –       •      –    2022-06-10 4 A $0.00 $0 D/D 78 26,105 0 -
CDW Cdw Corp Director   –       •      –    2022-09-09 4 A $0.00 $0 D/D 74 26,180 0 -
CDW Cdw Corp Director   –       •      –    2022-12-09 4 A $0.00 $0 D/D 83 26,263 0 -
CDW Cdw Corp Director   –       •      –    2023-02-15 4 A $0.00 $0 D/D 835 26,967 0 -
CDW Cdw Corp Director   –       •      –    2023-03-10 4 A $0.00 $0 D/D 84 27,050 0 -
CDW Cdw Corp Director   –       •      –    2023-05-04 4 A $0.00 $0 D/D 214 27,264 0 -
CDW Cdw Corp Director   –       •      –    2023-06-13 4 A $0.00 $0 D/D 92 27,356 0 -
CDW Cdw Corp Director   –       •      –    2023-09-12 4 A $0.00 $0 D/D 77 27,433 0 -
CDW Cdw Corp Director   –       •      –    2023-12-12 4 A $0.00 $0 D/D 78 27,511 0 -
CDW Cdw Corp Director   –       •      –    2024-03-06 4 A $0.00 $0 D/D 860 28,371 0 -
CDW Cdw Corp Director   –       •      –    2024-03-12 4 A $0.00 $0 D/D 70 28,442 0 -
DFS Discover Financial Servic... Director   –       •      –    2007-07-02 4 A $0.00 $0 D/D 1,105,515 1,269,002 0 -
DFS Discover Financial Servic... Chief Executive Officer   •       •      –    2008-04-09 4 B $18.01 $272,439 D/D 15,000 1,284,002 2.81 -
DFS Discover Financial Servic... Chief Executive Officer   •       •      –    2008-10-03 4 B $12.09 $241,800 D/D 20,000 1,304,002 2.81 -
DFS Discover Financial Servic... Director   –       •      –    2008-12-09 4 A $0.00 $0 D/D 321,256 1,625,258 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2009-02-12 4 D $7.15 $1,345,823 D/D (188,227) 1,437,031 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2009-07-07 4 B $9.25 $555,000 D/D 60,000 1,497,031 2.81 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2009-12-08 4 A $0.00 $0 D/D 150,662 1,647,693 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2010-01-07 4 D $14.71 $712,052 D/D (48,406) 1,599,287 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2010-01-15 4 A $0.00 $0 D/D 16,367 1,615,654 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2010-01-29 4 A $0.00 $0 D/D 5,634 1,621,288 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2010-02-12 4 A $0.00 $0 D/D 5,915 1,627,203 0 -

  180  Records found
  1   2  3   4   5   6   7   8      
  Page 2 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed