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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 4 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   •       –      –    2017-02-01 4 D $68.77 $2,079,880 D/D (30,244) 781,563 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-02-01 4 AS $69.11 $692,154 D/D (10,000) 782,127 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-10-02 4 AS $64.87 $989,786 D/D (15,258) 784,483 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-01-31 4 GD $0.00 $0 D/D 13,645 792,127 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2019-11-01 4 GD $0.00 $0 D/D 14,056 793,354 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2019-02-01 4 D $68.40 $2,604,193 D/D (38,073) 796,726 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-04-03 4 AS $67.64 $677,284 D/D (10,000) 797,031 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-09-01 4 AS $59.64 $909,987 D/D (15,258) 799,741 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... President & COO   •       –      –    2017-01-03 4 AS $72.56 $726,122 D/D (10,000) 805,772 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-03-01 4 AS $72.54 $725,400 D/D (10,000) 807,031 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2019-02-01 4/A D $68.40 $1,873,408 D/D (27,389) 807,410 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2021-02-10 4 GD $0.00 $0 D/D 20,000 808,626 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... CEO and President   •       •      –    2019-11-01 4/A GD $0.00 $0 D/D 14,056 812,553 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2021-12-03 4 D $108.67 $89,761 D/D (826) 813,974 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2021-11-15 4 GD $0.00 $0 D/D 14,056 814,800 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-08-01 4 AS $61.04 $931,348 D/D (15,258) 814,999 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2016-12-01 4 AS $68.16 $681,623 D/D (10,000) 815,772 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2019-02-20 4 A $0.00 $0 D/D 19,199 815,925 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2017-02-22 4 A $0.00 $0 D/D 13,489 817,031 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2020-12-17 4 D $87.48 $3,895,834 D/D (44,534) 820,424 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2016-11-01 4 AS $56.00 $560,039 D/D (10,000) 825,772 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2021-02-01 4 D $82.19 $1,412,846 D/D (17,190) 828,626 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2021-02-19 4 A $0.00 $0 D/D 20,230 828,856 0 -

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