Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Discover Financial Services | 122,714 | reported | 23 Feb 2023 | tx 163+2,155,096−1,890,918 |
| Oportun Financial Corp | 67,594 | reported | 18 Jul 2025 | tx 4+67,594 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Jul 2025 | GRANT_AWARD | Oportun Financial Corp | 18,090 | — | |
| 13 Dec 2024 | PURCHASE | Oportun Financial Corp | 15,000 | 3.89 USD | first after silence |
| 26 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 26,687 | — | |
| 07 Feb 2024 | GRANT_AWARD | Oportun Financial Corp | 7,817 | — | |
| 23 Feb 2023 | GRANT_AWARD | Discover Financial Services | 8,221 | 0.00 USD | |
| 02 Feb 2023 | SALE | Discover Financial Services | 7,000 | 118.00 USD | |
| 01 Feb 2023 | GRANT_AWARD | Discover Financial Services | 25,196 | 0.00 USD | |
| 01 Feb 2023 | TAX_WITHHOLDING | Discover Financial Services | 13,736 | 115.83 USD | |
| 01 Feb 2023 | SALE | Discover Financial Services | 7,000 | 115.65 USD | |
| 02 Dec 2022 | TAX_WITHHOLDING | Discover Financial Services | 298 | 105.40 USD | |
| 04 Mar 2022 | GIFT | Discover Financial Services | 19,703 | 0.00 USD | |
| 01 Mar 2022 | GIFT | Discover Financial Services | 13,000 | 0.00 USD | |
| 04 Mar 2022 | GIFT | Discover Financial Services | 19,703 | 0.00 USD | |
| 01 Mar 2022 | GIFT | Discover Financial Services | 13,000 | 0.00 USD | |
| 25 Feb 2022 | GRANT_AWARD | Discover Financial Services | 7,339 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | Discover Financial Services | 20,232 | 0.00 USD | |
| 01 Feb 2022 | TAX_WITHHOLDING | Discover Financial Services | 12,127 | 118.02 USD | |
| 03 Dec 2021 | TAX_WITHHOLDING | Discover Financial Services | 393 | 108.67 USD | |
| 25 Oct 2021 | SALE | Discover Financial Services | 22,000 | 123.68 USD | anomaly |
| 19 Feb 2021 | GRANT_AWARD | Discover Financial Services | 9,690 | 0.00 USD | |
| 04 Feb 2021 | SALE | Discover Financial Services | 19,260 | 88.00 USD | |
| 01 Feb 2021 | TAX_WITHHOLDING | Discover Financial Services | 8,976 | 82.19 USD | |
| 01 Feb 2021 | GRANT_AWARD | Discover Financial Services | 13,443 | 0.00 USD | |
| 01 Feb 2020 | TAX_WITHHOLDING | Discover Financial Services | 11,320 | 75.13 USD | |
| 01 Feb 2020 | GRANT_AWARD | Discover Financial Services | 19,235 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 13 Dec 2024.