Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | Director | May 03, 2021 | May 04, 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.
Medtronic plc
Report date May 03, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 57,849 |
Reported balance
After 2021-05-03 transaction · row 1
1 source rowRow 1 · 2021-05-03 · Grant · Acquired 1,334 · Balance 57,849 F1: This restricted stock unit award will vest on the one year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit award will vest on the one year anniversary of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHNSON & JOHNSON
Report date June 30, 2004 · Filed July 01, 2004
Section 16 reporting ended · disclosed 2004-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Indirect401 (k) and ESOP Savings Plans | 8,645 |
Reported balance
After 2004-05-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2004-05-31 · Other · Acquired 46 · Balance 8,645 F1: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plans' most recent reporting date (05/31/2004). |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 16,568 |
Reported balance
After 2004-06-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2004-06-30 · Other · Acquired 84 · Balance 16,568 F3: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on June 30, 2004 at $55.48 per share are to be settled in cash upon the Reporting Person's Retirement. F4: The Phantom Stock converts into common stock on a one-for-one basis. |
| CommonSEC Table I · non-derivative | Direct | 198,157 |
Reported balance
Holding disclosure · report date 2004-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 198,157 |
| CommonSEC Table I · non-derivative | IndirectIn Custody for Son | 1,880 |
Reported balance
Holding disclosure · report date 2004-06-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,880 F2: Held in custody for son. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plans' most recent reporting date (05/31/2004).
F2: Held in custody for son. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3: The Phantom Stock Units acquired under the Issuer's Executive Income Deferral Plan on June 30, 2004 at $55.48 per share are to be settled in cash upon the Reporting Person's Retirement.
F4: The Phantom Stock converts into common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| June 13, 2003 Filed Jul 2, 2003 15:55 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | GiftCommon | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001189009-03-000016 · edgar.xml · nonDerivative · entry 1 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,372 Read SEC document |
| May 31, 2003 Filed Jun 3, 2003 15:09 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherCommon | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001189009-03-000014 · edgar.xml · nonDerivative · entry 1 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) and ESOP Savings Plan Disclosed balance after: 8,429 F3 · security: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F3 · date: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F3 · shares: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F3 · price: Shares acquired under Johnson & Johnson's 401(k) and ESOP Savings Plans at prices ranging from $53.09 to $56.34. F1 · balance_after: As previously reported, 192,572 shares of Common Stock are held directly by reporting person. F2 · balance_after: As previously reported, 1,075 shares of Common Stock are held in custody for Reporting Person's son. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 15:09 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherPhantom Stock Units · Derivative | 4 | $53.68 Strike: $0.00 | $214.72 |
DisclosureSEC source: 0001189009-03-000014 · edgar.xml · derivative · entry 2 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,473 Underlying: Common · 4 shares Expires 1988-08-08 F4 · security: The Phantom Stock Units were acquired under the Issuer's Executive Income Deferral Plan on May 30, 2003 at $53.68 per share and are to be settled in cash upon the Reporting Person's Retirement. F5 · derivative.exercise_price: 1 for 1 F6 · derivative.exercise_date: Fictitious date inserted to facilitate filing of report. F6 · derivative.expiration_date: Fictitious date inserted to facilitate filing of report. Read SEC document |
| May 23, 2003 Filed May 27, 2003 16:26 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,200 | $11.16 Strike: $11.16 | $415,152.00 |
DisclosureSEC source: 0001189009-03-000012 · edgar.xml · derivative · entry 5 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 37,200 shares Expires 2003-06-14 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. F4 · security: Awarded under Issuer's Stock Option Plan and exercisable in increments of 20% per year starting two years from date of grant. F1 · derivative.exercise_price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. F1 · price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. Read SEC document |
| May 23, 2003 Filed May 27, 2003 16:26 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 33,600 | $11.16 Strike: $11.16 | $374,976.00 |
DisclosureSEC source: 0001189009-03-000012 · edgar.xml · derivative · entry 4 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 33,600 shares Expires 2003-06-13 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. F4 · security: Awarded under Issuer's Stock Option Plan and exercisable in increments of 20% per year starting two years from date of grant. F1 · derivative.exercise_price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. F1 · price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. Read SEC document |
| May 23, 2003 Filed May 27, 2003 16:26 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 37,200 | $11.16 | $415,152.00 |
DisclosureSEC source: 0001189009-03-000012 · edgar.xml · nonDerivative · entry 2 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,572 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 · price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. F2 · balance_after: As previously reported, 1,075 shares of Common Stock are held in custody for Reporting Person's son. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 23, 2003 Filed May 27, 2003 16:26 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | Exercise / conversionCommon | 33,600 | $11.16 | $374,976.00 |
DisclosureSEC source: 0001189009-03-000012 · edgar.xml · nonDerivative · entry 1 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,372 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 · price: Adjusted to reflect two-for-one stock splits in 1996 and 2001. Read SEC document |
| April 30, 2003 Filed May 27, 2003 16:26 UTC | JOHNSON & JOHNSON JNJ · Entity 2722 | OtherCommon | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001189009-03-000012 · edgar.xml · nonDerivative · entry 3 LENEHAN JAMES T · CIK 0001189009 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · 401 (k) and ESOP Savings Plan Disclosed balance after: 8,390 F3 · security: Shares held under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (4/30/2003). F3 · date: Shares held under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (4/30/2003). F3 · shares: Shares held under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (4/30/2003). F3 · price: Shares held under Johnson & Johnson's 401(k) and ESOP Savings Plans at Plan's most recent reporting date (4/30/2003). 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.