Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DENTSPLY SIRONA Inc.XRAY · Entity 4448 | Interim Chief Exec Officer | February 26, 2018 | February 27, 2018 |
| Discover Financial ServicesDFS · Entity 13531 | Director | May 11, 2023 | May 15, 2023 |
| P3 Health Partners Inc.PIII · Entity 4562 | Director | August 06, 2025 | January 23, 2026 |
| Senior Connect Acquisition Corp. ISNRH · Entity 112401 | Director | December 10, 2020 | December 10, 2020 |
| XERIS PHARMACEUTICALS INCXERS · Entity 134906 | Director | June 04, 2020 | June 04, 2020 |
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.
DENTSPLY SIRONA Inc.
Report date February 26, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,198 |
Reported balance
After 2018-02-26 transaction · row 1
1 source rowRow 1 · 2018-02-26 · Tax withholding · Disposed 16,128 · Balance 103,198 F1: Shares withheld to cover taxes related to the vesting of the reporting person's RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to cover taxes related to the vesting of the reporting person's RSUs.
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 | 24,563 |
Reported balance
After 2023-05-11 transaction · row 1
1 source rowRow 1 · 2023-05-11 · Grant · Acquired 1,774 · Balance 24,563 |
P3 Health Partners Inc.
Report date August 06, 2025 · Filed January 23, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,662 |
Reported balance
After 2025-08-06 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-08-06 · Grant · Acquired 4,000 · Balance 12,662 F1: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest upon the earlier of the Company's 2026 annual stockholder meeting and the one-year anniversary of the grant date. F2: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectAssetBlue Ventures, LLC | 8,520 |
Reported balance
Holding disclosure · report date 2025-08-06 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 8,520 F2: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership. F3: The Reporting Person and Nasrin Thierer have voting and dispositive power over the securities held by AssetBlue Ventures, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest upon the earlier of the Company's 2026 annual stockholder meeting and the one-year anniversary of the grant date.
F2: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership.
F3: The Reporting Person and Nasrin Thierer have voting and dispositive power over the securities held by AssetBlue Ventures, LLC.
Senior Connect Acquisition Corp. I
Report date December 10, 2020 · Filed December 10, 2020
This filing explicitly reported no securities owned.
XERIS PHARMACEUTICALS INC
Report date June 04, 2020 · Filed June 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.68 · Expires 2030-06-04 | Direct | 11,228 |
Reported balance
After 2020-06-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-06-04 · Grant · Acquired 11,228 · Balance 11,228 F1: Such options will vest in full upon the earlier to occur of June 4, 2021 or the date of the Company's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Such options will vest in full upon the earlier to occur of June 4, 2021 or the date of the Company's next annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| August 06, 2025 Filed Aug 8, 2025 19:18 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-039353 · wk-form4_1754695079.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437,121 F1 · shares: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest in one year from date of grant. Read SEC document |
| August 06, 2025 Filed Jan 23, 2026 18:09 UTC Amendment | P3 Health Partners Inc. PIII · Entity 4562 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001334925-26-000001 · wk-form4a_1769209769.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,662 F1 · shares: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest upon the earlier of the Company's 2026 annual stockholder meeting and the one-year anniversary of the grant date. F2 · balance_after: This amended Form 4 is being filed to correct Column 5 of Table I, which inadvertently reported the number of securities beneficially owned by the Reporting Person prior to the Company's 1-for-50 reverse stock split, which became effective on April 11, 2025, and excluded certain securities indirectly owned by the Reporting Person. This amended Form 4 is being filed to correct the number of securities beneficially owned by the Reporting Person to reflect the reverse stock split, as well as the Reporting Person's indirect ownership. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 17:42 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantStock Option (Right to Buy) · Derivative | 965,279 | $0.00 Strike: $0.55 | $0.00 |
DisclosureSEC source: 0001628280-24-027579 · wk-form4_1718055703.xml · derivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965,279 Underlying: Class A Common Stock · 965,279 shares Expires 2034-06-06 F1 · derivative.exercise_date: The option vests and becomes exercisable on the earlier of (i) June 6, 2025 and (ii) the date of the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| October 23, 2023 Filed Jan 25, 2024 16:17 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantClass A Common Stock | 433,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002237 · wk-form4_1706217422.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,121 F1 · shares: Represents a grant of restricted stock units ("RSUs") granted pursuant to the P3 Health Partners Inc. 2021 Incentive Award Plan. Each RSU represents a right to receive one share of Class A common stock. The RSUs vest in two substantially equal installments on each of October 23, 2024 and October 23, 2025. Read SEC document |
| May 11, 2023 Filed May 15, 2023 16:29 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029464 · doc4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,563 Read SEC document |
| May 19, 2022 Filed May 23, 2022 16:47 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-031351 · doc4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,789 Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 17:19 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantStock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $7.95 | $0.00 |
DisclosureSEC source: 0001104659-22-038877 · tm2210604-5_4seq1.xml · derivative · entry 2 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Class A Common Stock · 200,000 shares Expires 2032-03-24 F2 · derivative.exercise_date: The option vests and becomes exercisable with respect to 1/3 of the shares on each of March 24, 2023; March 24, 2024 and March 24, 2025. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 17:19 UTC | P3 Health Partners Inc. PIII · Entity 4562 | GrantStock Option (Right to Buy) · Derivative | 171,069 | $0.00 Strike: $7.95 | $0.00 |
DisclosureSEC source: 0001104659-22-038877 · tm2210604-5_4seq1.xml · derivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,069 Underlying: Class A Common Stock · 171,069 shares Expires 2032-03-24 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 50% of the shares on each of March 24, 2023 and March 24, 2024. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:08 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-009243 · doc1.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,155 Read SEC document |
| June 04, 2020 Filed Jun 4, 2020 21:02 UTC | XERIS PHARMACEUTICALS INC XERS · Entity 134906 | GrantStock Option (right to buy) · Derivative | 11,228 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0000899243-20-015328 · doc4.xml · derivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,228 Underlying: Common Stock · 11,228 shares Expires 2030-06-04 F1 · derivative.exercise_date: Such options will vest in full upon the earlier to occur of June 4, 2021 or the date of the Company's next annual meeting of stockholders. Read SEC document |
| May 14, 2020 Filed May 18, 2020 19:46 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 3,824 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-20-000644 · form4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,864 Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 17:12 UTC | XERIS PHARMACEUTICALS INC XERS · Entity 134906 | GrantStock Option (right to buy) · Derivative | 19,650 | $0.00 Strike: $9.83 | $0.00 |
DisclosureSEC source: 0000899243-19-024732 · doc4.xml · derivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,650 Underlying: Common Stock · 19,650 shares Expires 2029-09-30 F1 · derivative.exercise_date: The options will vest monthly over three years, subject to continued service as a director through such vesting date. Read SEC document |
| May 16, 2019 Filed May 20, 2019 16:23 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-031381 · doc4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,040 Read SEC document |
| May 02, 2018 Filed May 4, 2018 16:15 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028096 · doc4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,120 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:11 UTC | DENTSPLY SIRONA Inc. XRAY · Entity 4448 | Tax withholdingCommon Stock | 16,128 | $57.18 | $922,199.04 |
DisclosureSEC source: 0001127602-18-008773 · form4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Interim Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,198 F1 · shares: Shares withheld to cover taxes related to the vesting of the reporting person's RSUs. Read SEC document |
| January 12, 2018 Filed Jan 16, 2018 22:36 UTC | DENTSPLY SIRONA Inc. XRAY · Entity 4448 | GrantCommon Stock | 56.184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001877 · form4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Interim Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,325.933 F1 · shares: Represents dividends on restricted stock units (RSUs) awarded to the Reporting Person in the form of additional RSUs and are subject to the same vesting terms as the underlying awards. The dividends vest simultaneously with the RSUs to which they relate. Each RSU converts to common stock on a 1:1 basis. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 21:25 UTC | DENTSPLY SIRONA Inc. XRAY · Entity 4448 | PurchaseCommon Stock | 77,000 | $66.04 | $5,084,741.20 |
DisclosureSEC source: 0001127602-17-032040 · form4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Interim Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,269.749 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $65.31 to $66.21, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| October 13, 2017 Filed Oct 17, 2017 21:35 UTC | DENTSPLY SIRONA Inc. XRAY · Entity 4448 | GrantCommon Stock | 61.749 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029966 · form4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Interim Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,269.749 F1 · shares: Represents dividends on restricted stock units (RSUs) awarded to the Reporting Person in the form of additional RSUs and are subject to the same vesting terms as the underlying awards. The dividends vest simultaneously with the RSUs to which they relate. Each RSU converts to common stock on a 1:1 basis. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 22:42 UTC | DENTSPLY SIRONA Inc. XRAY · Entity 4448 | GrantCommon Stock | 42,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028696 · form4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Interim Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,208 F1 · shares: This grant consists entirely of Restricted Stock Units (RSUs). Read SEC document |
| May 11, 2017 Filed May 12, 2017 16:46 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 2,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032001 · doc4.xml · nonDerivative · entry 1 Thierer Mark · CIK 0001334925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,135 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.