Alberto Casellas, Executive Vice President and CEO of Health & Wellness at Synchrony Financial, filed a statement of changes in beneficial ownership with the SEC on August 19, 2026, reflecting transactions dated August 17, 2026.

Key Highlights

  • Reporting person: Alberto Casellas, EVP and CEO of Health & Wellness at Synchrony Financial (NYSE:SYF)
  • Dividend equivalent units acquired: 182 units on August 17, 2026, at a price of $80.75 per unit
  • Beneficial ownership following transaction: 50,691 securities held directly
  • Phantom stock units acquired: 0.782 units via the Synchrony Financial Deferred Compensation Plan dividend reinvestment feature
  • Phantom stock unit balance following transaction: 186.453 units held directly, to be settled in cash six months after separation from service
  • Signing authority: Filed by Danielle Do as attorney in fact on August 19, 2026

Transaction Details for Synchrony Financial's Health and Wellness Executive

According to the filing, the 182 dividend equivalent units acquired by Casellas on August 17, 2026 represent dividends accrued on the common shares underlying restricted stock units. The filing states that these units "vest proportionately with and are subject to settlement and expiration upon the same terms as the restricted stock units to which they relate," and that each unit is "the economic equivalent of one share of Synchrony Financial common stock." The filing also notes that the beneficial ownership balance of 50,691 securities was "adjusted to account for rounding of fractional shares over time."

The phantom stock units reported in Table II were acquired through the dividend reinvestment feature of the Synchrony Financial Deferred Compensation Plan. The filing discloses that these units "are to be settled, in cash, six months following the Reporting Person's separation from service to the Company, subject to the requirements set forth in the Deferred Compensation Plan." Each phantom stock unit is described as the economic equivalent of one share of Synchrony Financial common stock. Synchrony Financial is a consumer financial services company whose Health & Wellness segment, led by Casellas in his EVP role, represents one of the company's business divisions. The price of the derivative security is listed as $0 in the filing.

What Was Disclosed

The filing reported the acquisition of 182 dividend equivalent units at $80.75 and 0.782 phantom stock units by Alberto Casellas, EVP and CEO of Health & Wellness at Synchrony Financial, with resulting direct beneficial ownership of 50,691 non-derivative securities and 186.453 phantom stock units.