Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | Director | July 23, 2021 | July 26, 2021 |
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 July 23, 2021 · Filed July 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 889 |
Reported balance
After 2021-07-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-07-23 · Grant · Acquired 889 · Balance 889 F1: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 593 |
Reported balance
After 2021-07-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-23 · Grant · Acquired 593 · Balance 593 F2: RSU granted pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.
F2: RSU granted pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board.
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 23, 2021 Filed Jul 26, 2021 21:41 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000042 · edgar.xml · derivative · entry 2 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593 Underlying: Common Stock · 593 shares Expires not disclosed F2 · derivative.exercise_date: RSU granted pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F2 · derivative.expiration_date: RSU granted pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 21:41 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 889 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000042 · edgar.xml · derivative · entry 1 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 889 Underlying: Common Stock · 889 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 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 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 22:53 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000038 · edgar.xml · derivative · entry 2 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock · 771 shares Expires not disclosed F2 · derivative.exercise_date: RSU granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vested immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F2 · derivative.expiration_date: RSU granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vested immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 22:53 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,157 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000038 · edgar.xml · derivative · entry 1 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157 Underlying: Common Stock · 1,157 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred unitl the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred unitl the Director leaves the Board. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 19:03 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 864 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-19-000007 · edgar.xml · derivative · entry 2 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864 Underlying: Common Stock · 864 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vested immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Chairman of the Board. This grant vested immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 19:03 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,296 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-19-000007 · edgar.xml · derivative · entry 1 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 Underlying: Common Stock · 1,296 shares Expires not disclosed F2 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F2 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| May 13, 2019 Filed May 14, 2019 20:27 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 251 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000008 · edgar.xml · derivative · entry 1 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 251 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted to Director pursuant to a prorated annual grant under the 2013 Stock Plan for the Chair of Board of Director retainer. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted to Director pursuant to a prorated annual grant under the 2013 Stock Plan for the Chair of Board of Director retainer. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 25, 2018 Filed Jul 26, 2018 22:00 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 188 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-18-000026 · edgar.xml · derivative · entry 2 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188 Underlying: Common Stock · 188 shares Expires not disclosed F2 · derivative.exercise_date: RSUs granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Lead Independent Director retainer. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F2 · derivative.expiration_date: RSUs granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Lead Independent Director retainer. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 25, 2018 Filed Jul 26, 2018 22:00 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-18-000026 · edgar.xml · derivative · entry 1 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred unitl the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred unitl the Director leaves the Board. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 21:45 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000023 · edgar.xml · derivative · entry 2 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151 Underlying: Common Stock · 151 shares Expires not disclosed F2 · derivative.exercise_date: RSUs granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Lead Independent Director retainer. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F2 · derivative.expiration_date: RSUs granted to Director pursuant to an automatic annual grant under the 2013 Stock Plan for the Lead Independent Director retainer. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 21:45 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000023 · edgar.xml · derivative · entry 1 MUELLER EDWARD A · CIK 0001225916 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083 Underlying: Common Stock · 1,083 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred unitl the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred unitl the Director leaves the Board. 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.