Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | EVP, Chief HR Officer | August 01, 2022 | August 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Medtronic plc
Report date August 01, 2022 · Filed August 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 26,193 |
Reported balance
After 2022-08-01 transaction · row 1
1 source rowRow 1 · 2022-08-01 · Grant · Acquired 5,157 · Balance 26,193 F1: The restrictions on the award shall lapse 100% on the third anniversary of the Grant Date. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 12,893 |
Reported balance
After 2022-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-01 · Grant · Acquired 12,893 · Balance 12,893 F2: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F3: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 12,893 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. F4: Vests on August 1, 2025. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $93.08 · Expires 2032-08-01 | Direct | 40,754 |
Reported balance
After 2022-08-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-08-01 · Grant · Acquired 40,754 · Balance 40,754 F5: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. |
| Ordinary SharesSEC Table I · non-derivative | IndirectNQ Ret Plan Sup | 576 |
Reported balance
Holding disclosure · report date 2022-08-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 576 |
Filing footnotes · ownership attribution and instrument terms
F1: The restrictions on the award shall lapse 100% on the third anniversary of the Grant Date.
F2: Each performance share unit represents a contingent right to receive one share of Medtronic common stock.
F3: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 12,893 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares.
F4: Vests on August 1, 2025.
F5: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant.
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 |
|---|---|---|---|---|---|---|
| July 31, 2017 Filed Aug 2, 2017 14:55 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 8,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024705 · form4.xml · nonDerivative · entry 1 Surface Carol A · CIK 0001485966 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,215 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date if the Company's cumulative non-GAAP diluted earnings per share growth during the 36 month period ending on the last day of the Company's fiscal year 2020 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 12:34 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 3,872 | $84.29 | $326,370.88 |
DisclosureSEC source: 0001127602-17-024464 · form4.xml · nonDerivative · entry 1 Surface Carol A · CIK 0001485966 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,481 F1 · balance_after: This balance has increased by 1007 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 15:20 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 12,618 | $81.93 | $1,033,792.74 |
DisclosureSEC source: 0001127602-16-065541 · form4.xml · nonDerivative · entry 1 Surface Carol A · CIK 0001485966 · SVP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,346 F1 · balance_after: This balance increased by 558 shares due to exempt transactions such as ESPP and dividend reinvestment. 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.