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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Apr-24 8:03 PM View:  | Principal Financial Group I... (PFG) | 28-Mar-24 | Grant | 250 | -- | -- | < 1% 31.23K to 31.48K | |
| 22-Dec-23 5:53 PM View: | Principal Financial Group I... (PFG) | 20-Dec-23 | Grant | 265 | -- | -- | < 1% 30.96K to 31.23K | |
| 03-Oct-23 4:42 PM View: | Principal Financial Group I... (PFG) | 29-Sep-23 | Grant | 277 | -- | -- | < 1% 30.68K to 30.96K | |
| 16-Aug-23 4:21 PM View: | Discover Financial Services (DFS) | 14-Aug-23 | Disposition | 21,286 | -- | -- | (2%) 945.42K to 924.14K | |
| 05-Jul-23 10:00 PM View: | Principal Financial Group I... (PFG) | 30-Jun-23 | Grant | 257 | -- | -- | < 1% 30.43K to 30.68K | |
| 18-May-23 4:46 PM View: | Principal Financial Group I... (PFG) | 16-May-23 | Grant | 2,750 | -- | -- | 10% 27.68K to 30.43K | |
| 04-Apr-23 5:15 PM View: | Principal Financial Group I... (PFG) | 31-Mar-23 | Grant | 236 | -- | -- | < 1% 27.44K to 27.68K | |
| 27-Feb-23 4:07 PM View: | Discover Financial Services (DFS) | 23-Feb-23 | Grant | 21,286 | -- | -- | 2% 924.14K to 945.42K | |
| 03-Feb-23 4:18 PM View: | Discover Financial Services (DFS) | 01-Feb-23 | Grant | 96,893 | -- | -- | 11% 877.12K to 974.01K | |
| 03-Feb-23 4:18 PM View: | Discover Financial Services (DFS) | 01-Feb-23 | Payment of Exercise | 49,872 | $115.83 | $5,776,670.00 | (5%) 974.01K to 924.14K | |
| 21-Dec-22 5:15 PM View: | Principal Financial Group I... (PFG) | 19-Dec-22 | Grant | 207 | -- | -- | < 1% 27.23K to 27.44K | |
| 09-Dec-22 5:36 PM View: | Discover Financial Services (DFS) | 07-Dec-22 | Gift | 10,000 | -- | -- | (1%) 887.12K to 877.12K | |
| 09-Dec-22 5:36 PM View: | Discover Financial Services (DFS) | 06-Dec-22 | Gift | 10,000 | -- | -- | (1%) 897.12K to 887.12K | |
| 06-Dec-22 4:24 PM View: | Discover Financial Services (DFS) | 02-Dec-22 | Payment of Exercise | 657 | $105.40 | $69,247.80 | (< 1%) 897.77K to 897.12K | |
| 04-Oct-22 5:53 PM View: | Principal Financial Group I... (PFG) | 30-Sep-22 | Grant | 239 | -- | -- | < 1% 27.0K to 27.23K | |
| 28-Jun-22 2:22 PM View: | Principal Financial Group I... (PFG) | 24-Jun-22 | Grant | 250 | -- | -- | < 1% 26.75K to 27.0K | |
| 19-May-22 2:30 PM View: | Principal Financial Group I... (PFG) | 17-May-22 | Grant | 2,336 | -- | -- | 10% 24.41K to 26.75K | |
| 29-Mar-22 4:35 PM View: | Principal Financial Group I... (PFG) | 25-Mar-22 | Grant | 210 | -- | -- | < 1% 24.2K to 24.41K | |
| 01-Mar-22 5:56 PM View: | Discover Financial Services (DFS) | 25-Feb-22 | Grant | 16,128 | -- | -- | 2% 881.64K to 897.77K | |
| 03-Feb-22 5:54 PM View: | Discover Financial Services (DFS) | 01-Feb-22 | Grant | 82,292 | -- | -- | 10% 843.09K to 925.38K | |
| 03-Feb-22 5:54 PM View: | Discover Financial Services (DFS) | 01-Feb-22 | Payment of Exercise | 43,733 | $118.02 | $5,161,370.00 | (5%) 925.38K to 881.64K | |
| 23-Dec-21 12:49 PM View: | Principal Financial Group I... (PFG) | 21-Dec-21 | Grant | 218 | -- | -- | < 1% 23.98K to 24.2K | |
| 07-Dec-21 7:37 PM View: | Discover Financial Services (DFS) | 03-Dec-21 | Payment of Exercise | 826 | $108.67 | $89,761.40 | (< 1%) 843.91K to 843.09K | |
| 07-Dec-21 7:37 PM View: | Discover Financial Services (DFS) | 15-Nov-21 | Gift | 14,056 | -- | -- | (2%) 857.97K to 843.91K | |
| 28-Sep-21 4:58 PM View: | Principal Financial Group I... (PFG) | 24-Sep-21 | Grant | 232 | -- | -- | < 1% 23.75K to 23.98K | |
| 29-Jun-21 2:43 PM View: | Principal Financial Group I... (PFG) | 25-Jun-21 | Grant | 223 | -- | -- | < 1% 23.53K to 23.75K | |
| 20-May-21 11:48 AM View: | Principal Financial Group I... (PFG) | 18-May-21 | Grant | 2,512 | -- | -- | 12% 21.01K to 23.53K | |
| 30-Mar-21 4:49 PM View: | Principal Financial Group I... (PFG) | 26-Mar-21 | Grant | 192 | -- | -- | < 1% 20.82K to 21.01K | |
| 23-Feb-21 7:21 PM View: | Discover Financial Services (DFS) | 19-Feb-21 | Grant | 20,230 | -- | -- | 2% 837.74K to 857.97K | |
| 23-Feb-21 7:21 PM View: | Discover Financial Services (DFS) | 10-Feb-21 | Gift | 20,000 | -- | -- | (2%) 857.74K to 837.74K | |
| 03-Feb-21 7:47 PM View: | Discover Financial Services (DFS) | 01-Feb-21 | Grant | 25,392 | -- | -- | 3% 849.53K to 874.93K | |
| 03-Feb-21 7:47 PM View: | Discover Financial Services (DFS) | 01-Feb-21 | Payment of Exercise | 17,190 | $82.19 | $1,412,850.00 | (2%) 874.93K to 857.74K | |
| 23-Dec-20 2:51 PM View: | Principal Financial Group I... (PFG) | 21-Dec-20 | Grant | 243 | -- | -- | 1% 20.58K to 20.82K | |
| 21-Dec-20 4:21 PM View: | Discover Financial Services (DFS) | 17-Dec-20 | Payment of Exercise | 44,534 | $87.48 | $3,895,830.00 | (5%) 894.07K to 849.53K | (1%) |
| 29-Sep-20 4:23 PM View: | Principal Financial Group I... (PFG) | 25-Sep-20 | Grant | 294 | -- | -- | 1% 20.29K to 20.58K | |
| 30-Jun-20 7:05 PM View: | Principal Financial Group I... (PFG) | 26-Jun-20 | Grant | 286 | -- | -- | 1% 20.0K to 20.29K | |
| 21-May-20 3:14 PM View: | Principal Financial Group I... (PFG) | 19-May-20 | Grant | 4,674 | -- | -- | 30% 15.32K to 20.0K | |
| 31-Mar-20 3:23 PM View: | Principal Financial Group I... (PFG) | 27-Mar-20 | Grant | 259 | -- | -- | 2% 15.07K to 15.32K | |
| 04-Feb-20 8:52 PM View: | Discover Financial Services (DFS) | 01-Feb-20 | Grant | 36,825 | -- | -- | 4% 878.2K to 915.02K | |
| 04-Feb-20 8:52 PM View: | Discover Financial Services (DFS) | 01-Feb-20 | Payment of Exercise | 20,952 | $75.13 | $1,574,120.00 | (2%) 915.02K to 894.07K | (14%) |
| 27-Jan-20 4:44 PM View: | Discover Financial Services (DFS) | 27-Jan-20 | Market Purchase | 15,000 | $74.12 | $1,111,820.00 | 2% 863.2K to 878.2K | 16% |
| 24-Jan-20 4:54 PM View: | Discover Financial Services (DFS) | 22-Jan-20 | Grant | 21,532 | -- | -- | 3% 841.66K to 863.2K | |
| 31-Dec-19 3:59 PM View: | Principal Financial Group I... (PFG) | 27-Dec-19 | Grant | 150 | -- | -- | 1% 14.92K to 15.07K | |
| 05-Nov-19 8:04 PM View: | Discover Financial Services (DFS) | 01-Nov-19 | Gift | 14,056 | -- | -- | (2%) 836.52K to 822.47K | |
| 01-Oct-19 3:57 PM View: | Principal Financial Group I... (PFG) | 27-Sep-19 | Grant | 142 | -- | -- | < 1% 14.77K to 14.92K | |
| 02-Jul-19 4:54 PM View: | Principal Financial Group I... (PFG) | 28-Jun-19 | Grant | 136 | -- | -- | < 1% 14.64K to 14.77K | |
| 23-May-19 3:20 PM View: | Principal Financial Group I... (PFG) | 21-May-19 | Grant | 2,982 | -- | -- | 26% 11.66K to 14.64K | |
| 02-Apr-19 5:06 PM View: | Principal Financial Group I... (PFG) | 29-Mar-19 | Grant | 124 | -- | -- | 1% 11.53K to 11.66K | |
| 22-Feb-19 4:09 PM View: | Discover Financial Services (DFS) | 20-Feb-19 | Grant | 19,199 | -- | -- | (2%) 864.24K to 845.04K | |
| 05-Feb-19 9:01 PM View: | Discover Financial Services (DFS) | 01-Feb-19 | Payment of Exercise | 38,073 | $68.40 | $2,604,190.00 | (4%) 863.91K to 825.84K | (25%) |