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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 9 of 9
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PFG Principal Financial Group... Director   –       •      –    2024-03-28 4 A $0.00 $0 D/D 250 31,476 0 -
PFG Principal Financial Group... Director   –       •      –    2024-05-21 4 A $0.00 $0 D/D 2,395 33,871 0 -
DFS Discover Financial Servic... President and COO   •       –      –    2011-01-06 4/A D $18.53 $409,921 D/D (22,122) 1,252,939 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2016-05-19 4/A A $54.57 $49,004 I/I 898 175,898 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2016-08-15 4/A A $58.11 $52,764 I/I 908 176,806 0 -
DFS Discover Financial Servic... President & COO   •       –      –    2016-11-14 4/A A $66.42 $53,070 I/I 799 177,605 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... 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   •       •      –    2019-11-01 4/A GD $0.00 $0 D/D 14,056 812,553 0 -

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