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MCK

MCKESSON CORP

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2904
SEC CIK
0000927653
Parsed reports
517

Last 12 months

Inside the activity.

0 purchase rows · 18 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202601
Feb 202604
Mar 202601
Apr 202600
May 202602
Jun 202606
Jul 202601
Aug 202601
Sep 202601
Oct 202600

Latest available

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 23, 2024 Filed May 28, 2024 21:32 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Exercise / conversionCommon Stock 593 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011365 · form4.xml · nonDerivative · entry 1

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,040

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 23, 2024 Filed May 28, 2024 21:32 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 678 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011364 · form4.xml · derivative · entry 4

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,357

Underlying: Common Stock · 678 shares

Expires not disclosed

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.

F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:32 UTC
Smith LeAnn BEVP & Chief HR Officer
Tax withholdingCommon Stock 267 $558.03 $148,994.01
Disclosure

SEC source: 0001062993-24-011364 · form4.xml · nonDerivative · entry 3

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,626

F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:32 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionCommon Stock 678 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011364 · form4.xml · nonDerivative · entry 2

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,893

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 23, 2024 Filed May 28, 2024 21:32 UTC
Smith LeAnn BEVP & Chief HR Officer
SaleCommon Stock 704 $558.09 $392,895.36
Disclosure

SEC source: 0001062993-24-011364 · form4.xml · nonDerivative · entry 1

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,215

F1 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 3, 2023.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:32 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 4,578 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011363 · form4.xml · derivative · entry 4

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,158

Underlying: Common Stock · 4,578 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

F2 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:32 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Tax withholdingCommon Stock 1,826 $558.03 $1,018,962.78
Disclosure

SEC source: 0001062993-24-011363 · form4.xml · nonDerivative · entry 2

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,088

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:32 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionCommon Stock 4,578 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011363 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,914

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 23, 2024 Filed May 28, 2024 21:20 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 135 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011362 · form4.xml · derivative · entry 3

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 272

Underlying: Common Stock · 135 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

F2 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:20 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Tax withholdingCommon Stock 61 $558.03 $34,039.83
Disclosure

SEC source: 0001062993-24-011362 · form4.xml · nonDerivative · entry 2

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,972

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
May 23, 2024 Filed May 28, 2024 21:20 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Exercise / conversionCommon Stock 135 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011362 · form4.xml · nonDerivative · entry 1

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,033

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 21, 2024 Filed May 23, 2024 21:02 UTC
TYLER BRIAN S.Director · Chief Executive Officer
GrantRestricted Stock Units (RSUs) · Derivative 10,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011087 · form4.xml · derivative · entry 4

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,500

Underlying: Common Stock · 10,500 shares

Expires not disclosed

F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:02 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Tax withholdingCommon Stock 29,135 $552.39 $16,093,882.65
Disclosure

SEC source: 0001062993-24-011087 · form4.xml · nonDerivative · entry 2

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,336

F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:02 UTC
TYLER BRIAN S.Director · Chief Executive Officer
GrantCommon Stock 72,026 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011087 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,471

F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:02 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
GrantRestricted Stock Units (RSUs) · Derivative 272 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011086 · form4.xml · derivative · entry 3

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 272

Underlying: Common Stock · 272 shares

Expires not disclosed

F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:02 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Tax withholdingCommon Stock 535 $552.39 $295,528.65
Disclosure

SEC source: 0001062993-24-011086 · form4.xml · nonDerivative · entry 2

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,898

F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:02 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
GrantCommon Stock 1,546 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011086 · form4.xml · nonDerivative · entry 1

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,433

F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Smith LeAnn BEVP & Chief HR Officer
GrantRestricted Stock Units (RSUs) · Derivative 1,594 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011085 · form4.xml · derivative · entry 3

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,594

Underlying: Common Stock · 1,594 shares

Expires not disclosed

F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Smith LeAnn BEVP & Chief HR Officer
Tax withholdingCommon Stock 582 $552.39 $321,490.98
Disclosure

SEC source: 0001062993-24-011085 · form4.xml · nonDerivative · entry 2

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,919

F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Smith LeAnn BEVP & Chief HR Officer
GrantCommon Stock 1,990 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011085 · form4.xml · nonDerivative · entry 1

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,501

F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Lau MicheleEVP and Chief Legal Officer
GrantRestricted Stock Units (RSUs) · Derivative 2,173 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011084 · form4.xml · derivative · entry 1

Lau Michele · CIK 0001872240 · EVP and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,173

Underlying: Common Stock · 2,173 shares

Expires not disclosed

F1 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

F1 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
GrantRestricted Stock Units (RSUs) · Derivative 1,268 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011083 · form4.xml · derivative · entry 3

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,268

Underlying: Common Stock · 1,268 shares

Expires not disclosed

F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
Tax withholdingCommon Stock 2,743 $552.39 $1,515,205.77
Disclosure

SEC source: 0001062993-24-011083 · form4.xml · nonDerivative · entry 2

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,447

F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:01 UTC
Rodgers Thomas LEVP, Chief Strategy & BDO
GrantCommon Stock 7,646 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011083 · form4.xml · nonDerivative · entry 1

Rodgers Thomas L · CIK 0001813684 · EVP, Chief Strategy & BDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,190

F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:00 UTC GrantRestricted Stock Units (RSUs) · Derivative 3,621 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011082 · form4.xml · derivative · entry 4

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,621

Underlying: Common Stock · 3,621 shares

Expires not disclosed

F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:00 UTC Tax withholdingCommon Stock 7,828 $552.39 $4,324,108.92
Disclosure

SEC source: 0001062993-24-011082 · form4.xml · nonDerivative · entry 2

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,780.377

F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:00 UTC GrantCommon Stock 20,580 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-011082 · form4.xml · nonDerivative · entry 1

Vitalone Britt J. · CIK 0001727010 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,608.377

F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals.

Read SEC document
May 13, 2024 Filed May 14, 2024 22:31 UTC SaleCommon Stock 0.9754 $554.61 $540.97
Disclosure

SEC source: 0001062993-24-010255 · form4.xml · nonDerivative · entry 3

SALKA SUSAN R · CIK 0001158584 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F2 · shares: The Susan Salka Trust dated 01/05/2011, includes 4.9754 shares acquired pursuant to a dividend reinvestment

Read SEC document
May 10, 2024 Filed May 14, 2024 22:31 UTC SaleCommon Stock 4 $558.04 $2,232.15
Disclosure

SEC source: 0001062993-24-010255 · form4.xml · nonDerivative · entry 2

SALKA SUSAN R · CIK 0001158584 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0.9754

F2 · shares: The Susan Salka Trust dated 01/05/2011, includes 4.9754 shares acquired pursuant to a dividend reinvestment

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $557.86 - $558.09, inclusive.

Read SEC document
May 10, 2024 Filed May 14, 2024 22:31 UTC SaleCommon Stock 606 $558.04 $338,170.97
Disclosure

SEC source: 0001062993-24-010255 · form4.xml · nonDerivative · entry 1

SALKA SUSAN R · CIK 0001158584 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $557.86 - $558.09, inclusive.

Read SEC document
March 15, 2024 Filed Mar 18, 2024 22:35 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative 3,473 $0.00 Strike: $159.00 $0.00
Disclosure

SEC source: 0001062993-24-006669 · form4.xml · derivative · entry 4

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,473 shares

Expires 2024-05-23

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.

F2 · derivative.exercise_date: This option vested 25% on May 23, 2018, 25% on May 23, 2019, 25% on May 23, 2020 and 25% on May 23, 2021.

Read SEC document
March 15, 2024 Filed Mar 18, 2024 22:35 UTC
TYLER BRIAN S.Director · Chief Executive Officer
SaleCommon Stock 3,473 $524.55 $1,821,762.15
Disclosure

SEC source: 0001062993-24-006669 · form4.xml · nonDerivative · entry 2

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,445

F1 · shares: Exercise and sale pursuant to a Rule 10b5-1(c) trading arrangement dated December 2, 2022.

Read SEC document
March 15, 2024 Filed Mar 18, 2024 22:35 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionCommon Stock 3,473 $159.00 $552,207.00
Disclosure

SEC source: 0001062993-24-006669 · form4.xml · nonDerivative · entry 1

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,918

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 · shares: Exercise and sale pursuant to a Rule 10b5-1(c) trading arrangement dated December 2, 2022.

Read SEC document
March 04, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
SaleCommon Stock 190 $529.99 $100,698.12
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · nonDerivative · entry 5

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 887

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 613 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · derivative · entry 7

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 614

Underlying: Common Stock · 613 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: These RSUs vested as to 1/3 on 3/01/2023, and 1/3 on 3/01/2024 and will vest 1/3 on 3/01/2025.

F2 · derivative.expiration_date: These RSUs vested as to 1/3 on 3/01/2023, and 1/3 on 3/01/2024 and will vest 1/3 on 3/01/2025.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 172 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · derivative · entry 6

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172

Underlying: Common Stock · 172 shares

Expires not disclosed

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.

F2 · derivative.exercise_date: These RSUs vested as to 1/3 on 3/01/2023, and 1/3 on 3/01/2024 and will vest 1/3 on 3/01/2025.

F2 · derivative.expiration_date: These RSUs vested as to 1/3 on 3/01/2023, and 1/3 on 3/01/2024 and will vest 1/3 on 3/01/2025.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Tax withholdingCommon Stock 183 $525.88 $96,236.04
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · nonDerivative · entry 4

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,077

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Exercise / conversionCommon Stock 613 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · nonDerivative · entry 3

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,260

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
March 01, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Tax withholdingCommon Stock 61 $525.88 $32,078.68
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · nonDerivative · entry 2

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 647

F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.

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March 01, 2024 Filed Mar 5, 2024 22:24 UTC
Rutledge Napoleon B JRSVP, Controller & CAO
Exercise / conversionCommon Stock 172 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-005564 · form4.xml · nonDerivative · entry 1

Rutledge Napoleon B JR · CIK 0001848123 · SVP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 708

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.

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February 13, 2024 Filed Feb 14, 2024 21:54 UTC
Smith LeAnn BEVP & Chief HR Officer
SaleCommon Stock 186 $496.00 $92,256.00
Disclosure

SEC source: 0001062993-24-003179 · form4.xml · nonDerivative · entry 1

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,511

F1 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 3, 2023.

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February 10, 2024 Filed Feb 12, 2024 22:07 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionRestricted Stock Units (RSUs) · Derivative 507 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002823 · form4.xml · derivative · entry 3

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,015

Underlying: Common Stock · 507 shares

Expires not disclosed

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: These RSUs vested as to 1/3 on 2/10/2024, and will vest 1/3 on 2/10/2025 and 1/3 on 2/10/2026.

F1 · derivative.expiration_date: These RSUs vested as to 1/3 on 2/10/2024, and will vest 1/3 on 2/10/2025 and 1/3 on 2/10/2026.

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February 10, 2024 Filed Feb 12, 2024 22:07 UTC
Smith LeAnn BEVP & Chief HR Officer
Tax withholdingCommon Stock 135 $501.35 $67,682.25
Disclosure

SEC source: 0001062993-24-002823 · form4.xml · nonDerivative · entry 2

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,697

Read SEC document
February 10, 2024 Filed Feb 12, 2024 22:07 UTC
Smith LeAnn BEVP & Chief HR Officer
Exercise / conversionCommon Stock 507 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002823 · form4.xml · nonDerivative · entry 1

Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,832

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
February 09, 2024 Filed Feb 12, 2024 22:08 UTC
Lau MicheleEVP and Chief Legal Officer
GrantRestricted Stock Units (RSUs) · Derivative 2,274 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002824 · form4.xml · derivative · entry 2

Lau Michele · CIK 0001872240 · EVP and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,274

Underlying: Common Stock · 2,274 shares

Expires not disclosed

F2 · derivative.exercise_date: These RSUs will vest 1/3 on 2/9/2025, 1/3 on 2/9/2026 and 1/3 on 2/9/2027.

F2 · derivative.expiration_date: These RSUs will vest 1/3 on 2/9/2025, 1/3 on 2/9/2026 and 1/3 on 2/9/2027.

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February 09, 2024 Filed Feb 12, 2024 22:08 UTC
Lau MicheleEVP and Chief Legal Officer
GrantRestricted Stock Units (RSUs) · Derivative 7,979 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002824 · form4.xml · derivative · entry 1

Lau Michele · CIK 0001872240 · EVP and Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,979

Underlying: Common Stock · 7,979 shares

Expires not disclosed

F1 · derivative.exercise_date: These RSUs will vest 50% on 2/9/2025, 50% on 2/9/2026.

F1 · derivative.expiration_date: These RSUs will vest 50% on 2/9/2025, 50% on 2/9/2026.

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February 09, 2024 Filed Feb 12, 2024 22:49 UTC
OZAN KEVIN MDirector
GrantRestricted Stock Units (RSUs) · Derivative 225 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002844 · form4.xml · derivative · entry 1

OZAN KEVIN M · CIK 0001425716 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225

Underlying: Common Stock · 225 shares

Expires not disclosed

F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.

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January 03, 2024 Filed Jan 4, 2024 21:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative 3,908 $0.00 Strike: $123.99 $0.00
Disclosure

SEC source: 0001062993-24-000465 · form4.xml · derivative · entry 7

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,908 shares

Expires 2025-08-02

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.

F3 · derivative.exercise_date: This option vested 25% on August 2, 2019, 25% on August 2, 2020, 25% on August 2, 2021 and 25% on August 2, 2022.

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January 03, 2024 Filed Jan 4, 2024 21:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative 10,118 $0.00 Strike: $144.43 $0.00
Disclosure

SEC source: 0001062993-24-000465 · form4.xml · derivative · entry 6

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,118 shares

Expires 2025-05-30

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.

F2 · derivative.exercise_date: This option vested 25% on May 30, 2019, 25% on May 30, 2020, 25% on May 30, 2021 and 25% on May 30, 2022.

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January 03, 2024 Filed Jan 4, 2024 21:51 UTC
TYLER BRIAN S.Director · Chief Executive Officer
SaleCommon Stock 3,908 $480.00 $1,875,840.00
Disclosure

SEC source: 0001062993-24-000465 · form4.xml · nonDerivative · entry 4

TYLER BRIAN S. · CIK 0001382297 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,445

F1 · shares: Exercise and sale pursuant to a Rule 10b5-1(c) trading arrangement dated December 2, 2022.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.