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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   $170,780,561    

Indirect Value

  $212,942      
Total Shares   1,448,761      
Total Value   $170,993,503      


Morgan Stanley
 $43,854,725 Discover Financial Services
 $120,565,636 Cdw Corp
 $6,360,200 Morgan Stanley
 $43,854,725 Discover Financial Services
 $120,565,636 Cdw Corp
 $6,360,200
 


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... Executive Chairman   •       •      –    2018-10-01 4 AS $77.16 $2,314,800 D/D (30,000) 1,180,798 0 -
DFS Discover Financial Servic... Chairman & CEO   •       •      –    2018-09-04 4 AS $78.11 $2,343,300 D/D (30,000) 1,210,798 0 -
DFS Discover Financial Servic... Chairman & CEO   •       •      –    2018-03-01 4 AS $78.66 $2,359,800 D/D (30,000) 1,390,449 0 -
DFS Discover Financial Servic... Chairman & CEO   •       •      –    2018-02-01 4 AS $79.65 $2,389,500 D/D (30,000) 1,423,166 0 -
DFS Discover Financial Servic... Chairman & CEO   •       •      –    2018-02-01 4 D $80.62 $4,234,566 D/D (52,525) 1,453,166 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