Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | EVP, Chief Legal Officer & GC | May 31, 2023 | June 01, 2023 |
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.
MCKESSON CORP
Report date May 31, 2023 · Filed June 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 185.5842 |
Reported balance
After 2023-05-31 transaction · row 1
1 source rowRow 1 · 2023-05-31 · Sale · Disposed 11,195 · Balance 185.5842 F1: Sale pursuant to a previously adopted plan dated August 15, 2022 in compliance with Rule 10b5-1(c). |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,178.1973 |
Reported balance
Holding disclosure · report date 2023-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,178.1973 F2: Includes 1,101.3358 shares acquired in the ESPP held under The Hebert-Schechter Trust dtd 12/28/1999, Lori Ann-Schechter & William Hebert, Trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale pursuant to a previously adopted plan dated August 15, 2022 in compliance with Rule 10b5-1(c).
F2: Includes 1,101.3358 shares acquired in the ESPP held under The Hebert-Schechter Trust dtd 12/28/1999, Lori Ann-Schechter & William Hebert, Trustees.
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 |
|---|---|---|---|---|---|---|
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 21,204 | $0.00 Strike: $159.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010271 · form4.xml · derivative · entry 9 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,204 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. F4 · shares: This option vested 25% on May 23, 2018, 25% on May 23, 2019, 25% on May 23, 2020 and 25% on May 23, 2021. F4 · 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 |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 27,720 | $0.00 Strike: $182.77 | $0.00 |
DisclosureSEC source: 0001062993-21-010271 · form4.xml · derivative · entry 8 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,720 shares Expires 2023-05-24 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 · shares: This option vested 25% on May 24, 2017, 25% on May 24, 2018, 25% on May 24, 2019 and 25% on May 24, 2020. F3 · derivative.exercise_date: This option vested 25% on May 24, 2017, 25% on May 24, 2018, 25% on May 24, 2019 and 25% on May 24, 2020. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 21,204 | $220.00 | $4,664,880.00 |
DisclosureSEC source: 0001062993-21-010271 · form4.xml · nonDerivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 30, 2021 in compliance with Rule 10b5-1(c) Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 21,204 | $159.00 | $3,371,436.00 |
DisclosureSEC source: 0001062993-21-010271 · form4.xml · nonDerivative · entry 3 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,204 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 previously adopted plan dated August 30, 2021 in compliance with Rule 10b5-1(c) Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 27,720 | $216.16 | $5,991,872.04 |
DisclosureSEC source: 0001062993-21-010271 · form4.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 30, 2021 in compliance with Rule 10b5-1(c) F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $216.13 to $216.87, inclusive. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 21:11 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 27,720 | $182.77 | $5,066,384.40 |
DisclosureSEC source: 0001062993-21-010271 · form4.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,720 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 previously adopted plan dated August 30, 2021 in compliance with Rule 10b5-1(c) Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 17:10 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 14,419 | $0.00 Strike: $191.81 | $0.00 |
DisclosureSEC source: 0001598100-21-000054 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,419 shares Expires 2021-08-05 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 August 5, 2015, 25% on August 5, 2016, 25% on August 5, 2017 and 25% on August 5, 2018 Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 17:10 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 14,419 | $203.03 | $2,927,489.57 |
DisclosureSEC source: 0001598100-21-000054 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1(c) Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 17:10 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 14,419 | $191.81 | $2,765,708.39 |
DisclosureSEC source: 0001598100-21-000054 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,419 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 previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1(c) Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 22:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 12,910 | $189.56 | $2,447,219.60 |
DisclosureSEC source: 0001598100-21-000034 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Sale pursuant to a previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 22:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,580 | $194.16 | $306,772.80 |
DisclosureSEC source: 0001598100-21-000034 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,910 F1 · shares: Sale pursuant to a previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:01 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 2,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000027 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,657 Underlying: Common Stock · 2,328 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 will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:01 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 748 | $194.30 | $145,336.40 |
DisclosureSEC source: 0001598100-21-000027 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,490 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 26, 2021 Filed May 28, 2021 22:01 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 2,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000027 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,238 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 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 17,105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · derivative · entry 8 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,105 Underlying: Common Stock · 17,105 shares Expires not disclosed F6 · derivative.exercise_date: These RSUs will vest 100% on 5/25/2022. F6 · derivative.expiration_date: These RSUs will vest 100% on 5/25/2022. Read SEC document |
| May 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 5,316 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · derivative · entry 7 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,316 Underlying: Common Stock · 5,316 shares Expires not disclosed F5 · derivative.exercise_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. F5 · derivative.expiration_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. Read SEC document |
| May 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,828 | $199.73 | $365,106.44 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · nonDerivative · entry 5 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,910 F3 · shares: Sale pursuant to a previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1. Read SEC document |
| May 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 3,625 | $196.02 | $710,572.50 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · nonDerivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,738 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 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 7,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · nonDerivative · entry 3 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,363 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 6,731 | $196.02 | $1,319,410.62 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,792 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 25, 2021 Filed May 28, 2021 00:02 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 17,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000023 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,933 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 21, 2021 Filed May 25, 2021 21:36 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 2,707 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000014 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,707 Underlying: Common Stock · 2,707 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 will distribute 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. F3 · derivative.expiration_date: These RSUs will distribute 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. Read SEC document |
| May 21, 2021 Filed May 25, 2021 21:36 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 879 | $202.68 | $178,155.72 |
DisclosureSEC source: 0001598100-21-000014 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,828 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 21, 2021 Filed May 25, 2021 21:36 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 2,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000014 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,707 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 10, 2021 Filed May 11, 2021 22:22 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy · Derivative | 3,000 | $0.00 Strike: $183.37 | $0.00 |
DisclosureSEC source: 0001598100-21-000010 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2021-05-27 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 May 27, 2015, 25% on May 27, 2016, 25% on May 27, 2017 and 25% on May 27, 2018. Read SEC document |
| May 10, 2021 Filed May 11, 2021 22:22 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 3,000 | $200.00 | $600,000.00 |
DisclosureSEC source: 0001598100-21-000010 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1. Read SEC document |
| May 10, 2021 Filed May 11, 2021 22:22 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 3,000 | $183.37 | $550,110.00 |
DisclosureSEC source: 0001598100-21-000010 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 previously adopted plan dated August 18, 2020 in compliance with Rule 10b5-1. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 23:04 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 5,488 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001598100-20-000033 · edgar.xml · derivative · entry 5 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,976 Underlying: Common Stock · 5,488 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: This option is scheduled to vest 25% on May 30, 2019, 25% on May 30, 2020, 25% on May 30, 2021 and 25% on May 30, 2022. F3 · derivative.expiration_date: This option is scheduled to vest 25% on May 30, 2019, 25% on May 30, 2020, 25% on May 30, 2021 and 25% on May 30, 2022. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 23:04 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 5,488 | $160.00 | $878,080.00 |
DisclosureSEC source: 0001598100-20-000033 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,909 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 23:04 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 5,488 | $144.43 | $792,631.84 |
DisclosureSEC source: 0001598100-20-000033 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,397 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 26, 2020 Filed May 28, 2020 22:51 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 6,985 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000023 · edgar.xml · derivative · entry 5 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,985 Underlying: Common Stock · 6,985 shares Expires not disclosed F4 · derivative.exercise_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. F4 · derivative.expiration_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. Read SEC document |
| May 26, 2020 Filed May 28, 2020 22:51 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 3,070 | $149.19 | $458,013.30 |
DisclosureSEC source: 0001598100-20-000023 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,909 F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of PSUs also reported on this Form 4. Read SEC document |
| May 26, 2020 Filed May 28, 2020 22:51 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 7,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000023 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,979 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 21, 2020 Filed May 27, 2020 00:11 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 2,706 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000017 · edgar.xml · derivative · entry 5 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,414 Underlying: Common Stock · 2,706 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 will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. Read SEC document |
| May 21, 2020 Filed May 27, 2020 00:11 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 936 | $145.82 | $136,487.52 |
DisclosureSEC source: 0001598100-20-000017 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 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 21, 2020 Filed May 27, 2020 00:11 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 2,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000017 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, Chief Legal Officer & GC · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706 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 11, 2020 Filed Feb 13, 2020 21:00 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 5,487 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001598100-20-000002 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,464 Underlying: Common Stock · 5,487 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. F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1 F4 · derivative.exercise_date: The option vests 25% on 5/30/2019, 25% on 5/30/2020, 25% on 5/30/2021, 25% on 5/30/2022 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:00 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 5,487 | $162.34 | $890,759.58 |
DisclosureSEC source: 0001598100-20-000002 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182.3354 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1 F2 · balance_after: Includes 182.3354 shares acquired in the ESPP Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:00 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 5,487 | $144.43 | $792,487.41 |
DisclosureSEC source: 0001598100-20-000002 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,669.3354 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 previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1 F2 · balance_after: Includes 182.3354 shares acquired in the ESPP Read SEC document |
| October 17, 2019 Filed Oct 18, 2019 21:19 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,275 | $0.00 Strike: $118.41 | $0.00 |
DisclosureSEC source: 0001598100-19-000019 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,275 shares Expires 2020-05-21 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 previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1 F3 · derivative.exercise_date: This option vested 25% on May 21, 2014, 25% on May 21, 2015, 25% on May 21, 2016 and 25% on May 21, 2017. Read SEC document |
| October 17, 2019 Filed Oct 18, 2019 21:19 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,275 | $150.00 | $191,250.00 |
DisclosureSEC source: 0001598100-19-000019 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1 Read SEC document |
| October 17, 2019 Filed Oct 18, 2019 21:19 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,275 | $118.41 | $150,972.75 |
DisclosureSEC source: 0001598100-19-000019 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275 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 previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1 Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 18:34 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy · Derivative | 2,500 | $0.00 Strike: $118.41 | $0.00 |
DisclosureSEC source: 0001443873-19-000033 · edgar.xml · derivative · entry 5 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275 Underlying: Common Stock · 2,500 shares Expires 2020-05-21 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 previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1. F3 · derivative.exercise_date: This option vested 25% on May 21, 2014, 25% on May 21, 2015, 25% on May 21, 2016 and 25% on May 21, 2017. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 18:34 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,250 | $143.79 | $179,737.50 |
DisclosureSEC source: 0001443873-19-000033 · edgar.xml · nonDerivative · entry 3 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,035 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 18:34 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,250 | $145.00 | $181,250.00 |
DisclosureSEC source: 0001443873-19-000033 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 18:34 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 2,500 | $118.41 | $296,025.00 |
DisclosureSEC source: 0001443873-19-000033 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, CLO & GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,535 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 previously adopted plan dated August 8, 2019 in compliance with Rule 10b5-1. Read SEC document |
| May 21, 2019 Filed May 23, 2019 22:17 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 8,120 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000013 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, GC & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,120 Underlying: Common Stock · 8,120 shares Expires not disclosed F4 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. F4 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. Read SEC document |
| May 21, 2019 Filed May 23, 2019 22:17 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 693 | $128.33 | $88,932.69 |
DisclosureSEC source: 0001443873-19-000013 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, GC & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,035 F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of PSUs also reported on this Form 4. Read SEC document |
| May 21, 2019 Filed May 23, 2019 22:17 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000013 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,728 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 13, 2019 Filed May 14, 2019 20:42 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 724 | $0.00 Strike: $87.24 | $0.00 |
DisclosureSEC source: 0001443873-19-000009 · edgar.xml · derivative · entry 7 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 724 shares Expires 2019-05-22 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 previously adopted plan dated February 21, 2019 in compliance with Rule 10b5-1. F3 · derivative.exercise_date: This option vested 25% on May 22, 2013, 25% on May 22, 2014, 25% on May 22, 2015 and 25% on May 22, 2016. 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.