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

 
3m +/-  
Form
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2012-10-01 4 OE $18.87 $5,571,525 D/D 237,880 1,997,088 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2014-04-29 4 S $55.82 $5,582,000 D/D (100,000) 1,949,945 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2012-10-01 4 S $39.58 $9,474,322 D/D (237,880) 1,964,485 0 -
DFS Discover Financial Servic... Chairman & CEO   •       •      –    2015-01-02 4 D $65.36 $12,750,886 D/D (195,087) 2,063,326 0 -
DFS Discover Financial Servic... Chairman and CEO   •       •      –    2014-01-03 4 D $55.36 $12,825,916 D/D (231,682) 2,029,226 0 -

  180  Records found
  1   2   3   4   5   6   7   8     
  Page 8 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