Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BAXTER INTERNATIONAL INCBAX · Entity 1707 | Director | May 02, 2023 | May 04, 2023 |
| BOSTON SCIENTIFIC CORPBSX · Entity 1897 | Director · Chairman, President & CEO | August 03, 2026 | August 05, 2026 |
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 14, 2026 | May 15, 2026 |
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.
BAXTER INTERNATIONAL INC
Report date May 02, 2023 · Filed May 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 par valueSEC Table I · non-derivative | Direct | 9,692 |
Reported balance
After 2023-05-02 transaction · row 1
1 source rowRow 1 · 2023-05-02 · Grant · Acquired 4,573 · Balance 9,692 F1: The reporting person received a grant of fully vested shares of common stock of Baxter International Inc., subject to the terms and conditions of the applicable grant. |
| Common Stock, $1 par valueSEC Table I · non-derivative | IndirectShares owned by Michael F. Mahoney Revocable Trust | 20,397 |
Reported balance
Holding disclosure · report date 2023-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,397 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received a grant of fully vested shares of common stock of Baxter International Inc., subject to the terms and conditions of the applicable grant.
BOSTON SCIENTIFIC CORP
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,590,024 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Purchase · Acquired 186,240 · Balance 1,590,024 F1: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $47.87 to $48.47, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 22,119 |
Reported balance
After 2026-08-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-03 · Other · Acquired 22,119 · Balance 22,119 F2: Acquistion made pursuant to an election by the reporting person to rebalance their holdings under the Company's 401(k) Retirement Savings Plan, which resulted in a discretionary transaction in shares of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $47.87 to $48.47, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares purchased at each separate price.
F2: Acquistion made pursuant to an election by the reporting person to rebalance their holdings under the Company's 401(k) Retirement Savings Plan, which resulted in a discretionary transaction in shares of the Company's common stock.
CVS HEALTH Corp
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,428.8174 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,737.0046 · Balance 6,428.8174 F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan.
F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| January 01, 2017 Filed Jan 4, 2017 21:26 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionCommon Stock | 147,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000361 · doc4.xml · nonDerivative · entry 1 Mahoney Michael F · CIK 0001533022 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,664,964 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 · shares: On February 24, 2014, the reporting person was awarded a target number of performance share units under the Company's 2014 Free Cash Flow Performance Share Program, the actual number of which to be earned by the reporting person based on the Company's 2014 adjusted free cash flow measured against its 2014 financial plan over the one-year performance period ending December 31, 2014 and subject to the completion of a three-year individual service period (inclusive of the performance period). On February 23, 2015, the number of the target performance share units as to which the performance criteria had been satisfied was determined. The performance share units so determined vested in whole upon the completion of the individual service period that ended on December 31, 2016. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:54 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionDeferred Stock Units · Derivative | 341,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041123 · doc4.xml · derivative · entry 4 Mahoney Michael F · CIK 0001533022 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 341,670 shares Expires not disclosed 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 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · derivative.exercise_date: Shares of common stock will be issued to the reporting person in five equal annual installments beginning on November 1, 2012, the first anniversary of the date of grant. F2 · derivative.expiration_date: Shares of common stock will be issued to the reporting person in five equal annual installments beginning on November 1, 2012, the first anniversary of the date of grant. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:54 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Tax withholdingCommon Stock | 160,756 | $21.71 | $3,490,012.76 |
DisclosureSEC source: 0001225208-16-041123 · doc4.xml · nonDerivative · entry 3 Mahoney Michael F · CIK 0001533022 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,517,091 Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:54 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionCommon Stock | 341,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041123 · doc4.xml · nonDerivative · entry 2 Mahoney Michael F · CIK 0001533022 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677,847 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: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. Read SEC document |
| August 22, 2016 Filed Nov 3, 2016 20:54 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GiftCommon Stock | 52,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041123 · doc4.xml · nonDerivative · entry 1 Mahoney Michael F · CIK 0001533022 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,336,177 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.