Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Discover Financial ServicesDFS · Entity 13531 | Director | May 11, 2023 | May 15, 2023 |
| Harmony Biosciences Holdings, Inc.HRMY · Entity 4381 | Director | March 24, 2022 | March 28, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Discover Financial Services
Report date May 11, 2023 · Filed May 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,638 |
Reported balance
After 2023-05-11 transaction · row 1
1 source rowRow 1 · 2023-05-11 · Grant · Acquired 1,774 · Balance 76,638 |
Harmony Biosciences Holdings, Inc.
Report date March 24, 2022 · Filed March 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $50.19 · Expires 2032-03-24 | Direct | 1,180,599 |
Reported balance
After 2022-03-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-24 · Grant · Disposed 1,180,599 · Balance 1,180,599 F1: The stock option shall vest in sixteen equal quarterly installments beginning on June 24, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option shall vest in sixteen equal quarterly installments beginning on June 24, 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 11, 2023 Filed May 15, 2023 16:18 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029444 · doc4.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,638 Read SEC document |
| May 19, 2022 Filed May 23, 2022 16:36 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031331 · doc4.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,864 Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 16:16 UTC | Harmony Biosciences Holdings, Inc. HRMY · Entity 4381 | GrantStock Option · Derivative | 1,180,599 | $0.00 Strike: $50.19 | $0.00 |
DisclosureSEC source: 0001104659-22-038764 · tm228148-8_4seq1.xml · derivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,180,599 Underlying: Common Stock · 1,180,599 shares Expires 2032-03-24 F1 · derivative.exercise_date: The stock option shall vest in sixteen equal quarterly installments beginning on June 24, 2022. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 17:45 UTC | Harmony Biosciences Holdings, Inc. HRMY · Entity 4381 | Exercise / conversionStock Option · Derivative | 251,922 | $0.00 Strike: $24.00 | $0.00 |
DisclosureSEC source: 0001104659-21-150609 · tm2135185-3_4seq1.xml · derivative · entry 2 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007,689 Underlying: Common Stock · 251,922 shares Expires 2030-08-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option shall vest in four equal annual installments beginning on August 21, 2022. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 17:45 UTC | Harmony Biosciences Holdings, Inc. HRMY · Entity 4381 | Exercise / conversionCommon Stock | 251,922 | $24.00 | $6,046,128.00 |
DisclosureSEC source: 0001104659-21-150609 · tm2135185-3_4seq1.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,922 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 05, 2021 Filed May 6, 2021 19:59 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-009235 · doc1.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,230 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 20:00 UTC | Harmony Biosciences Holdings, Inc. HRMY · Entity 4381 | GrantStock Option · Derivative | 1,259,611 | $0.00 Strike: $24.00 | $0.00 |
DisclosureSEC source: 0000899243-20-023122 · doc4.xml · derivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,259,611 Underlying: Common Stock · 1,259,611 shares Expires 2030-08-18 F1 · derivative.exercise_date: The stock option shall vest in five equal annual installments beginning on August 21, 2021. Read SEC document |
| May 14, 2020 Filed May 18, 2020 19:40 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 3,824 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-20-000642 · form4.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,939 Read SEC document |
| May 16, 2019 Filed May 20, 2019 16:08 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031337 · doc4.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,115 Read SEC document |
| May 02, 2018 Filed May 4, 2018 16:08 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028079 · doc4.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,195 Read SEC document |
| May 11, 2017 Filed May 12, 2017 16:34 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 2,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031975 · doc4.xml · nonDerivative · entry 1 ARONIN JEFFREY S · CIK 0001062364 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,210 F1 · shares: Upon vesting, each restricted stock unit is converted into one share of DFS common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.