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 |
|---|---|---|---|---|---|---|
| May 13, 2019 Filed May 14, 2019 20:42 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 724 | $87.24 | $63,161.76 |
DisclosureSEC source: 0001443873-19-000009 · edgar.xml · nonDerivative · entry 3 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024 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. Read SEC document |
| May 10, 2019 Filed May 14, 2019 20:42 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 2,766 | $0.00 Strike: $87.24 | $0.00 |
DisclosureSEC source: 0001443873-19-000009 · edgar.xml · derivative · entry 6 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Underlying: Common Stock · 2,766 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 |
| May 10, 2019 Filed May 14, 2019 20:42 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 2,766 | $133.59 | $369,509.94 |
DisclosureSEC source: 0001443873-19-000009 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated February 21, 2019 in compliance with Rule 10b5-1. Read SEC document |
| May 10, 2019 Filed May 14, 2019 20:42 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 2,766 | $87.24 | $241,305.84 |
DisclosureSEC source: 0001443873-19-000009 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,066 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. Read SEC document |
| April 26, 2019 Filed May 14, 2019 20:42 UTC | MCKESSON CORP MCK · Entity 2904 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000009 · edgar.xml · nonDerivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 F4 · shares: These shares were previously reported as directly owned but were transferred to The Hebert-Schechter Trust dtd 12/28/1999, Lori Ann-Schechter & William Hebert, Trustees. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 23:42 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 10,000 | $0.00 Strike: $76.55 | $0.00 |
DisclosureSEC source: 0001444054-19-000002 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2019-01-24 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. F1 · shares: Exercise and sale pursuant to a previously adopted plan dated June 11, 2018 in compliance with Rule 10b5-1. F3 · derivative.exercise_date: This option vested 25% on January 24, 2013, 25% on January 24, 2014, 25% on January 24, 2015 and 25% on January 24, 2016. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 23:42 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 7,700 | $122.96 | $946,792.00 |
DisclosureSEC source: 0001444054-19-000002 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated June 11, 2018 in compliance with Rule 10b5-1. Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 23:42 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 10,000 | $76.55 | $765,500.00 |
DisclosureSEC source: 0001444054-19-000002 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 June 11, 2018 in compliance with Rule 10b5-1. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 23:20 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 19,112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-18-000034 · edgar.xml · derivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,112 Underlying: Common Stock · 19,112 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs will vest 100% on 11/9/2021. F1 · derivative.expiration_date: These RSUs will vest 100% on 11/9/2021. Read SEC document |
| May 30, 2018 Filed May 31, 2018 22:19 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 21,951 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001444054-18-000019 · edgar.xml · derivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,951 Underlying: Common Stock · 21,951 shares Expires 2025-05-30 F1 · derivative.exercise_date: This option granted 5/30/2018 vests 25% annually commencing on the first anniversary of the grant date. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:36 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,898 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000010 · edgar.xml · derivative · entry 4 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,898 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 units granted 5/27/2014 vested 100% on 5/27/2017. F2 · derivative.expiration_date: These units granted 5/27/2014 vested 100% on 5/27/2017. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:36 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 714 | $161.20 | $115,096.80 |
DisclosureSEC source: 0001444054-17-000010 · edgar.xml · nonDerivative · entry 2 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,184 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 27, 2017 Filed May 31, 2017 21:36 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000010 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,898 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, 2017 Filed May 25, 2017 21:51 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 21,204 | $0.00 Strike: $159.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000005 · edgar.xml · derivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,204 Underlying: Common Stock · 21,204 shares Expires 2024-05-23 F1 · derivative.exercise_date: This option granted 5/23/2017 vests 25% annually commencing on the first anniversary of the grant date. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 23:58 UTC | MCKESSON CORP MCK · Entity 2904 | PurchaseCommon Stock | 692 | $144.52 | $100,006.66 |
DisclosureSEC source: 0001444054-16-000053 · edgar.xml · nonDerivative · entry 1 Schechter Lori A. · CIK 0001612098 · EVP, GC & Chief Compl. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,843.3786 F1 · balance_after: Represents 5,896 shares (Goldman Sachs) and 947.3786 shares (Fidelity) held under The Herbert-Schechter Trust dtd 12/28/1999, Lori Ann Schechter & William N. Hebert, Trustees. 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.