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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,551 |
Reported balance
After 2021-07-23 transaction · row 1
1 source rowRow 1 · 2021-07-23 · Grant · Acquired 7,551 · Balance 7,551 |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
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 · Disposition to issuer · Disposed 2,500 · Balance 0 F1: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-23 · Disposition to issuer · Disposed 2,500 · Balance 0 F1: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-07-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-23 · Disposition to issuer · Disposed 2,551 · Balance 0 F1: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021.
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 21:46 UTC | MCKESSON CORP MCK · Entity 2904 | Disposition to issuerRestricted Stock Units (RSUs) · Derivative | 2,551 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000048 · edgar.xml · derivative · entry 4 Jacobs Christine M · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,551 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. F1 · derivative.expiration_date: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 21:46 UTC | MCKESSON CORP MCK · Entity 2904 | Disposition to issuerRestricted Stock Units (RSUs) · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000048 · edgar.xml · derivative · entry 3 Jacobs Christine M · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. F1 · derivative.expiration_date: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 21:46 UTC | MCKESSON CORP MCK · Entity 2904 | Disposition to issuerRestricted Stock Units (RSUs) · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000048 · edgar.xml · derivative · entry 2 Jacobs Christine M · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. F1 · derivative.expiration_date: Restricted Stock Units granted to Directors pursuant to an automatic annual grant under the 2005 Stock Plan. This grant vested immediately, and the underlying stock was deferred until the Director left the Board. The Director retired effective July 23, 2021. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 21:46 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 7,551 | $202.63 | $1,530,059.13 |
DisclosureSEC source: 0001598100-21-000048 · edgar.xml · nonDerivative · entry 1 Jacobs Christine M · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,551 Read SEC document |
| November 03, 2020 Filed Nov 4, 2020 17:09 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,157 | $160.00 | $185,120.00 |
DisclosureSEC source: 0001598100-20-000061 · edgar.xml · nonDerivative · entry 1 Jacobs Christine M · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Sale in accordance with a previously adopted plan dated 9/08/2020 pursuant to Rule 10b5-1(c) Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 23:04 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 1,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000044 · edgar.xml · nonDerivative · entry 1 Jacobs Christine M · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157 F1 · shares: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vested immediately and the reporting person elected to receive the underlying shares upon grant. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 18:18 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,296 | $146.65 | $190,058.40 |
DisclosureSEC source: 0001598100-19-000017 · edgar.xml · nonDerivative · entry 1 JACOBS M CHRISTINE · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Sale in accordance with a previously adopted plan dated 3/4/2019 pursuant to Rule 10b5-1(c). Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 19:09 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-19-000010 · edgar.xml · nonDerivative · entry 1 JACOBS M CHRISTINE · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 F1 · shares: Restricted Stock Units (RSUs) granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vested immediately and the reporting person elected to receive the underlying shares upon grant. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 22:42 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,350 | $128.69 | $173,731.50 |
DisclosureSEC source: 0001443873-18-000037 · edgar.xml · nonDerivative · entry 1 JACOBS M CHRISTINE · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Sale in accordance with a previously adopted plan dated 7/31/2018 pursuant to Rule 10b5-1(c). Read SEC document |
| July 25, 2018 Filed Jul 26, 2018 22:10 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-18-000029 · edgar.xml · nonDerivative · entry 1 JACOBS M CHRISTINE · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 F1 · shares: Restricted Stock Units (RSUs) granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vested immediately and the reporting person elected to receive the underlying shares upon grant. Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 20:47 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,083 | $145.43 | $157,500.47 |
DisclosureSEC source: 0001443873-17-000005 · edgar.xml · nonDerivative · entry 1 JACOBS M CHRISTINE · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 21:42 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 1,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000020 · edgar.xml · nonDerivative · entry 1 JACOBS M CHRISTINE · CIK 0001197904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083 F1 · shares: Restricted Stock Units (RSUs) granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vested immediately and the reporting person elected to receive the underlying shares upon grant. 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.