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Insider Information:   Hochschild Roger C
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,086,933    

Indirect Shares

  30,141      
Direct Value   $129,853,373    

Indirect Value

  $3,720,191      
Total Shares   1,117,074      
Total Value   $133,573,564      


Morgan Stanley
 $15,975,819 Discover Financial Services
 $111,224,757 Principal Financial Group Inc
 $2,652,797 Morgan Stanley
 $15,975,819 Discover Financial Services
 $111,224,757 Principal Financial Group Inc
 $2,652,797
 


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 2024-03-28 31,476 2015-04-01 0    Premium*  
* Premium Members only  

Records found :    208         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 9
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MS Morgan Stanley Business Unit Head   –       –      –    2004-12-14 4 A $0.00 $0 D/D 46,376 110,037 -
MS Morgan Stanley Business Unit Head   –       –      –    2006-09-08 4 D $66.03 $228,200 D/D (3,456) 165,136 -
MS Morgan Stanley Business Unit Head   –       –      –    2006-10-02 4 S $73.05 $343,627 D/D (4,704) 160,432 0 -
MS Morgan Stanley Business Unit Head   –       –      –    2006-10-11 4 D $74.49 $394,201 D/D (5,292) 180,386 0 -
MS Morgan Stanley Business Unit Head   –       –      –    2006-10-11 4 OE $35.65 $900,020 D/D 25,246 185,678 0 -
MS Morgan Stanley Business Unit Head   –       –      –    2006-10-12 4 S $75.15 $1,499,543 D/D (19,954) 160,432 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2018-10-31 4 GD $0.00 $0 D/D 12,000 755,010 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   •       •      –    2019-01-28 4 B $66.67 $2,000,227 D/D 30,000 834,799 2.81 -
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... 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   •       •      –    2019-02-20 4 A $0.00 $0 D/D 19,199 815,925 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   •       •      –    2019-11-01 4 GD $0.00 $0 D/D 14,056 793,354 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   •       •      –    2020-01-27 4 B $74.12 $1,111,821 D/D 15,000 849,085 2.81 -
DFS Discover Financial Servic... CEO and President   •       •      –    2020-02-01 4 A $0.00 $0 D/D 36,825 885,910 0 -
DFS Discover Financial Servic... CEO and President   •       •      –    2020-02-01 4 D $75.13 $1,574,124 D/D (20,952) 864,958 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... 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   •       •      –    2021-02-01 4 A $0.00 $0 D/D 25,392 845,816 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... CEO and President   •       •      –    2021-02-19 4 A $0.00 $0 D/D 20,230 828,856 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... CEO and President   •       •      –    2021-12-03 4 D $108.67 $89,761 D/D (826) 813,974 0 -

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