Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | Director | May 01, 2023 | May 03, 2023 |
| NORFOLK SOUTHERN CORPNSC · Entity 2965 | Director | September 30, 2026 | October 02, 2026 |
| Redwire CorpGNPK · Entity 4330 | Director | November 27, 2020 | December 02, 2020 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP, Pres, Commercial Svcs Grp | May 28, 2007 | May 31, 2007 |
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 May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 113,192 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 1,930 · Balance 113,192 F1: Represents an award of restricted stock units that vest on the one-year anniversary of the award date. F2: Includes 1,080 units acquired through dividend reinvestment since the last report filed by the reporting person. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 113,023 |
Reported balance
After 2023-05-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-05-02 · Tax withholding · Disposed 169 · Balance 113,023 F3: Represents shares withheld for payment of withholding taxes upon vesting of previously reported restricted stock units. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Spouse Trust | 4,800 |
Reported balance
Holding disclosure · report date 2023-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,800 |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Ira | 2,480 |
Reported balance
Holding disclosure · report date 2023-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,480 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units that vest on the one-year anniversary of the award date.
F2: Includes 1,080 units acquired through dividend reinvestment since the last report filed by the reporting person.
F3: Represents shares withheld for payment of withholding taxes upon vesting of previously reported restricted stock units.
NORFOLK SOUTHERN CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units - Dir. Def. Fee PlanSEC Table II · derivative / convertible security | Direct | 1,949.0371 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 177.9935 · Balance 1,949.0371 F1: Reports the number of deferred stock units credited to the reporting person's account in the Norfolk Southern Corporation Directors' Deferred Fee Plan for deferral of quarterly fees, calculated on the basis of the closing market value of the company's common stock on the last trading day of each quarter. These units ultimately will be satisfied in cash, not in shares of common stock, upon the reporting person's retirement or at such other time as may be elected under the terms of the plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reports the number of deferred stock units credited to the reporting person's account in the Norfolk Southern Corporation Directors' Deferred Fee Plan for deferral of quarterly fees, calculated on the basis of the closing market value of the company's common stock on the last trading day of each quarter. These units ultimately will be satisfied in cash, not in shares of common stock, upon the reporting person's retirement or at such other time as may be elected under the terms of the plan.
Redwire Corp
Report date November 27, 2020 · Filed December 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UnitsSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
After 2020-11-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-11-27 · Purchase · Acquired 25,000 · Balance 25,000 F1: Represents Class A ordinary shares underlying 25,000 units, with each unit consisting of one Class A ordinary share and one-half of one warrant, and each whole warrant exercisable to purchase one Class A ordinary share at a price of $11.50. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A ordinary shares underlying 25,000 units, with each unit consisting of one Class A ordinary share and one-half of one warrant, and each whole warrant exercisable to purchase one Class A ordinary share at a price of $11.50.
UNITEDHEALTH GROUP INC
Report date May 28, 2007 · Filed May 31, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $54.41 · Expires 2017-05-28 | Direct | 75,000 |
Reported balance
After 2007-05-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2007-05-28 · Grant · Acquired 75,000 · Balance 75,000 F1: The stock appreciation rights vest 100% on May 28, 2013. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $54.41 · Expires 2017-05-28 | Direct | 175,000 |
Reported balance
After 2007-05-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2007-05-28 · Grant · Acquired 175,000 · Balance 175,000 F2: The stock appreciation rights vest at a rate of 25% annually on May 28 from the years 2008 through 2011. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock appreciation rights vest 100% on May 28, 2013.
F2: The stock appreciation rights vest at a rate of 25% annually on May 28 from the years 2008 through 2011.
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 |
|---|---|---|---|---|---|---|
| April 29, 2019 Filed May 1, 2019 20:13 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016712 · form4.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,441 F1 · kind: This restricted stock unit award will vest on the one-year anniversary of the grant date. F2 · balance_after: This balance increased by 519 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| April 29, 2019 Filed Jun 12, 2019 21:56 UTC Amendment | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021481 · form4a.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,441 F1 · kind: This restricted stock unit award will vest on the one-year anniversary of the grant date. F2 · balance_after: This balance increased by 519 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| August 23, 2018 Filed Aug 23, 2018 21:03 UTC | Medtronic plc MDT · Entity 2888 | PurchaseOrdinary Shares | 2,600 | $95.88 | $249,285.40 |
DisclosureSEC source: 0001127602-18-026109 · form4.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,920 F1 · balance_after: This balance increased by 171 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| May 01, 2018 Filed May 2, 2018 18:52 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 616 | $81.01 | $49,902.16 |
DisclosureSEC source: 0001127602-18-015911 · form4.xml · nonDerivative · entry 2 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,149 Read SEC document |
| April 30, 2018 Filed May 2, 2018 18:52 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015911 · form4.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,765 F1 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. F2 · balance_after: This balance increased by 672 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| June 21, 2017 Filed Jun 21, 2017 21:14 UTC | Medtronic plc MDT · Entity 2888 | PurchaseOrdinary Shares | 5,600 | $88.90 | $497,840.00 |
DisclosureSEC source: 0001127602-17-022010 · form4.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,910 F1 · price: The price reported is the weighted average price. Shares were purchased in multiple transactions at prices ranging from $88.895 to $88.9006. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a securityholder of the Issuer, full information regarding the number of shares purchased at each price. Read SEC document |
| May 02, 2017 Filed May 4, 2017 19:49 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 650 | $84.75 | $55,087.50 |
DisclosureSEC source: 0001127602-17-016845 · form4.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,310 Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:28 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 2,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016621 · form4.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,959 F1 · security: This balance increased by 625 shares due to exempt transactions such as dividend reinvestment. F2 · kind: This restricted stock unit award will vest on the one year anniversary of the grant date. Read SEC document |
| May 28, 2007 Filed May 31, 2007 01:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 175,000 | $0.00 Strike: $54.41 | $0.00 |
DisclosureSEC source: 0001181431-07-036384 · rrd160954.xml · derivative · entry 2 ANDERSON RICHARD H · CIK 0001200334 · EVP, Pres, Commercial Svcs Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: 175000 · 175,000 shares Expires 2017-05-28 F2 · derivative.exercise_date: The stock appreciation rights vest at a rate of 25% annually on May 28 from the years 2008 through 2011. Read SEC document |
| May 28, 2007 Filed May 31, 2007 01:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 75,000 | $0.00 Strike: $54.41 | $0.00 |
DisclosureSEC source: 0001181431-07-036384 · rrd160954.xml · derivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · EVP, Pres, Commercial Svcs Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: 75000 · 75,000 shares Expires 2017-05-28 F1 · derivative.exercise_date: The stock appreciation rights vest 100% on May 28, 2013. Read SEC document |
| November 01, 2006 Filed Jan 27, 2007 02:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 10,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-07-000011 · edgardoc.xml · nonDerivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · EVP, UHG & Pres, Comm Svc Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,606 F1 · kind: Represents shares withheld by the Company to satisfy tax withholding obligation upon vesting of restricted stock. The Company inadvertently believed that a Form 4 was not required for this transaction because the transaction was exempt from Section 16(b) by virtue of Rule 16b03(e), and is therefore being reported as a delinquent filing. Read SEC document |
| May 02, 2006 Filed May 4, 2006 23:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 150,000 | $0.00 Strike: $48.58 | $0.00 |
DisclosureSEC source: 0000731766-06-000052 · edgardoc.xml · derivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · CEO, Ingenix 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2016-05-02 Read SEC document |
| October 31, 2005 Filed Nov 2, 2005 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 65,000 | $0.00 Strike: $57.89 | $0.00 |
DisclosureSEC source: 0000731766-05-000122 · edgardoc.xml · derivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · CEO, Ingenix 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock · 65,000 shares Expires 2015-10-31 Read SEC document |
| May 02, 2005 Filed May 4, 2005 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $94.68 | $0.00 |
DisclosureSEC source: 0000731766-05-000066 · edgardoc.xml · derivative · entry 1 ANDERSON RICHARD H · CIK 0001200334 · CEO, Ingenix 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2015-05-02 F1 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning May 2, 2006. 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.