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Insider Information:   Hochschild Roger C
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,089,328    

Indirect Shares

  30,141      
Direct Value   $129,700,200    

Indirect Value

  $3,718,399      
Total Shares   1,119,469      
Total Value   $133,418,600      


Morgan Stanley
 $15,696,667 Discover Financial Services
 $111,224,757 Principal Financial Group Inc
 $2,778,777 Morgan Stanley
 $15,696,667 Discover Financial Services
 $111,224,757 Principal Financial Group Inc
 $2,778,777
 


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 2006-10-12 160,432 2006-10-12 1,030    Premium*  
            Discover Financial Services DFS CEO and President, Dir... 2023-08-14 895,025 2023-08-14 29,111    Premium*  
            Principal Financial Group Inc PFG Director 2024-05-21 33,871 2015-04-01 0    Premium*  
* Premium Members only  

Records found :    209         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 9
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... President & COO   •       –      –    2016-11-14 4/A A $66.42 $53,070 I/I 799 177,605 0 -
PFG Principal Financial Group... Director   –       •      –    2016-12-27 4 A $0.00 $0 D/D 44 6,105 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-02-01 4 A $68.77 $2,041,094 D/D 29,680 811,807 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-02-17 4/A A $70.39 $53,285 I/I 757 178,362 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-02-22 4 A $0.00 $0 D/D 13,489 817,031 0 -
PFG Principal Financial Group... Director   –       •      –    2017-03-31 4 A $0.00 $0 D/D 44 6,149 0 -
PFG Principal Financial Group... Director   –       •      –    2017-05-16 4 A $0.00 $0 D/D 2,032 8,181 0 -
PFG Principal Financial Group... Director   –       •      –    2017-09-29 4 A $0.00 $0 D/D 60 8,300 0 -
PFG Principal Financial Group... Director   –       •      –    2017-12-28 4 A $0.00 $0 D/D 57 8,357 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2018-01-25 4 A $0.00 $0 D/D 44,696 768,362 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2018-02-22 4 A $0.00 $0 D/D 13,775 741,278 0 -
PFG Principal Financial Group... Director   –       •      –    2018-03-29 4 A $0.00 $0 D/D 70 8,427 0 -
PFG Principal Financial Group... Director   –       •      –    2018-05-22 4 A $0.00 $0 D/D 2,752 11,179 0 -
PFG Principal Financial Group... Director   –       •      –    2018-06-29 4 A $0.00 $0 D/D 110 11,289 0 -
PFG Principal Financial Group... Director   –       •      –    2018-09-28 4 A $0.00 $0 D/D 102 11,391 0 -
PFG Principal Financial Group... Director   –       •      –    2018-12-28 4 A $0.00 $0 D/D 141 11,532 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2019-01-21 4 A $0.00 $0 D/D 49,788 804,799 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2019-02-20 4 A $0.00 $0 D/D 19,199 815,925 0 -
PFG Principal Financial Group... Director   –       •      –    2019-03-29 4 A $0.00 $0 D/D 124 11,656 0 -
PFG Principal Financial Group... Director   –       •      –    2019-05-21 4 A $0.00 $0 D/D 2,982 14,638 0 -
PFG Principal Financial Group... Director   –       •      –    2019-06-28 4 A $0.00 $0 D/D 136 14,774 0 -
PFG Principal Financial Group... Director   –       •      –    2019-09-27 4 A $0.00 $0 D/D 142 14,916 0 -
PFG Principal Financial Group... Director   –       •      –    2019-12-27 4 A $0.00 $0 D/D 150 15,066 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2020-01-22 4 A $0.00 $0 D/D 21,532 834,085 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2020-02-01 4 A $0.00 $0 D/D 36,825 885,910 0 -

  209  Records found
  1   2   3  4   5   6   7   8   9      
  Page 3 of 9  
 
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