Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | Director · Chairman and CEO | July 31, 2026 | August 04, 2026 |
| NEXTERA ENERGY INCNEE · Entity 2855 | Director | February 12, 2026 | February 13, 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.
Medtronic plc
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 286,333 |
Reported balance
After 2026-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-31 · Tax withholding · Disposed 15,810 · Balance 286,333 F1: Represents shares withheld for taxes upon the vesting of restricted stock units previously reported on Table I. F2: Includes 980 shares acquired through dividend reinvestment since the last report filed by the reporting person. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 327,866 |
Reported balance
After 2026-08-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-03 · Grant · Acquired 41,533 · Balance 327,866 F3: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 103,831 |
Reported balance
After 2026-08-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-03 · Grant · Acquired 103,831 · Balance 103,831 F4: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F5: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F6: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 103,831 shares will be issued. If maximum performance metrics are achieved, 249,194 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.68 · Expires 2036-08-03 | Direct | 295,002 |
Reported balance
After 2026-08-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-03 · Grant · Acquired 295,002 · Balance 295,002 F7: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.68 · Expires 2036-08-03 | Direct | 273,150 |
Reported balance
After 2026-08-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-03 · Grant · Acquired 273,150 · Balance 273,150 F7: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for taxes upon the vesting of restricted stock units previously reported on Table I.
F2: Includes 980 shares acquired through dividend reinvestment since the last report filed by the reporting person.
F3: Represents restricted stock units that vest 100% on the third anniversary of the date of grant.
F4: Each performance share unit represents a contingent right to receive one share of Medtronic common stock.
F5: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029.
F6: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 103,831 shares will be issued. If maximum performance metrics are achieved, 249,194 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares.
F7: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant.
NEXTERA ENERGY INC
Report date February 12, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,000 |
Reported balance
After 2026-02-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-12 · Grant · Acquired 2,130 · Balance 6,000 F1: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2: Includes 2,130 shares deferred until reporting person's termination of Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan.
F2: Includes 2,130 shares deferred until reporting person's termination of Board service.
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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 4, 2026 23:57 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 273,150 | $0.00 Strike: $86.68 | $0.00 |
DisclosureSEC source: 0001560409-26-000008 · wk-form4_1785887872.xml · derivative · entry 5 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,150 Underlying: Ordinary Shares · 273,150 shares Expires 2036-08-03 F7 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 23:57 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 295,002 | $0.00 Strike: $86.68 | $0.00 |
DisclosureSEC source: 0001560409-26-000008 · wk-form4_1785887872.xml · derivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,002 Underlying: Ordinary Shares · 295,002 shares Expires 2036-08-03 F7 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 23:57 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 103,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001560409-26-000008 · wk-form4_1785887872.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,831 Underlying: Ordinary Shares · 103,831 shares Expires not disclosed F4 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F5 · derivative.exercise_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F5 · derivative.expiration_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F6 · derivative.underlying_shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 103,831 shares will be issued. If maximum performance metrics are achieved, 249,194 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 23:57 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 41,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001560409-26-000008 · wk-form4_1785887872.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,866 F3 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 23:57 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 15,810 | $85.39 | $1,350,015.90 |
DisclosureSEC source: 0001560409-26-000008 · wk-form4_1785887872.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,333 F1 · shares: Represents shares withheld for taxes upon the vesting of restricted stock units previously reported on Table I. F2 · balance_after: Includes 980 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:03 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 41,936 | $83.32 | $3,494,107.52 |
DisclosureSEC source: 0001560409-26-000006 · wk-form4_1780952594.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,163 F1 · shares: Represents shares withheld for taxes upon the settlement of performance-vesting restricted stock units that vested on April 24, 2026. Read SEC document |
| May 26, 2026 Filed May 28, 2026 20:25 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionPerformance Share Unit · Derivative | 85,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001560409-26-000004 · wk-form4_1779999956.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 85,461 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. F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F4 · derivative.exercise_date: The performance share units vested on April 24, 2026. F4 · derivative.expiration_date: The performance share units vested on April 24, 2026. Read SEC document |
| May 26, 2026 Filed May 28, 2026 20:25 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 94,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001560409-26-000004 · wk-form4_1779999956.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343,099 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: Represents shares issued upon the settlement of performance-vesting share units granted on July 31, 2023, based on performance as certified on May 26, 2026. F2 · balance_after: Includes 1,743 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| February 12, 2026 Filed Feb 13, 2026 22:08 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001560409-26-000002 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. F2 · balance_after: Includes 2,130 shares deferred until reporting person's termination of Board service. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:17 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 1,564 | $99.87 | $156,196.68 |
DisclosureSEC source: 0001560409-25-000005 · wk-form4_1766006222.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,393 F1 · shares: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I due to reporting person's retirement eligibility. F2 · balance_after: Includes 832 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,600 | $0.00 Strike: $78.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · derivative · entry 7 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 40,600 shares Expires 2025-08-03 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. F6 · derivative.exercise_date: These options became exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionPerformance Share Units · Derivative | 57,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · derivative · entry 6 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Performance Share Unit · 57,724 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. F4 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F5 · derivative.exercise_date: The performance share units vested on August 1, 2025. F5 · derivative.expiration_date: The performance share units vested on August 1, 2025. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 37,798 | $89.34 | $3,376,873.32 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · nonDerivative · entry 5 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,125 Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 40,600 | $78.00 | $3,166,800.00 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · nonDerivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,923 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. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 13,054 | $89.34 | $1,166,244.36 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · nonDerivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,323 F3 · shares: Represents shares withheld for taxes upon the vesting of restricted stock units previously reported on Table I. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 26,323 | $89.34 | $2,351,696.82 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,377 F2 · shares: Represents shares withheld for taxes upon the settlement of performance-vesting restricted stock units that vested on August 1, 2025. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 57,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000131 · wk-form4_1754338722.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,700 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: Represents shares issued upon the settlement of performance-vesting restricted stock units granted on August 1, 2022 and earned dividend equivalents. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:24 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 264,518 | $0.00 Strike: $91.97 | $0.00 |
DisclosureSEC source: 0001613103-25-000113 · wk-form4_1753907079.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,518 Underlying: Ordinary Shares · 264,518 shares Expires 2035-07-28 F6 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:24 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 93,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000113 · wk-form4_1753907079.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,781 Underlying: Performance Share Unit · 93,781 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F4 · derivative.exercise_date: Represents performance share units for which certain performance conditions will have been satisfied on April 28, 2028. F4 · derivative.expiration_date: Represents performance share units for which certain performance conditions will have been satisfied on April 28, 2028. F5 · derivative.underlying_shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 93,781 shares will be issued. If maximum performance metrics are achieved, 187,562 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:24 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 37,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000113 · wk-form4_1753907079.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,976 F1 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. F2 · balance_after: Includes 1,693 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 22:19 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002604 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,870 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. Read SEC document |
| January 27, 2025 Filed Jan 28, 2025 22:07 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 34,741 | $0.00 Strike: $74.84 | $0.00 |
DisclosureSEC source: 0001613103-25-000014 · wk-form4_1738102030.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 34,741 shares Expires 2025-01-27 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. Read SEC document |
| January 27, 2025 Filed Jan 28, 2025 22:07 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 30,184 | $92.46 | $2,790,812.64 |
DisclosureSEC source: 0001613103-25-000014 · wk-form4_1738102030.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,770 Read SEC document |
| January 27, 2025 Filed Jan 28, 2025 22:07 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 34,741 | $74.84 | $2,600,016.44 |
DisclosureSEC source: 0001613103-25-000014 · wk-form4_1738102030.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,954 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 · balance_after: Includes 887 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:59 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 4,417 | $82.48 | $364,314.16 |
DisclosureSEC source: 0001613103-24-000177 · wk-form4_1734472772.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,326 F1 · shares: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I due to reporting person's retirement eligibility. F2 · balance_after: Includes 829 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 20:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014508 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,170 F1 · kind: Common stock granted pursuant to the NextEra Energy, Inc. 2017 Non-Employee Directors Stock Plan. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:13 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionPerformance Share Units · Derivative | 18,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-24-000114 · wk-form4_1722982387.xml · derivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Performance Share Units · 18,966 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. F4 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F5 · derivative.exercise_date: The performance share units vested on August 2, 2024. F5 · derivative.expiration_date: The performance share units vested on August 2, 2024. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:13 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 9,523 | $81.51 | $776,219.73 |
DisclosureSEC source: 0001613103-24-000114 · wk-form4_1722982387.xml · nonDerivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,914 F3 · shares: Represents shares withheld for taxes upon the vesting of restricted stock units previously reported on Table I. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:13 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 8,649 | $81.51 | $704,979.99 |
DisclosureSEC source: 0001613103-24-000114 · wk-form4_1722982387.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,437 F2 · shares: Represents shares withheld for taxes upon the settlement of performance-vesting restricted stock units that vested on August 2, 2024. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:13 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 18,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-24-000114 · wk-form4_1722982387.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,086 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: Represents shares issued upon the settlement of performance-vesting restricted stock units granted on August 2, 2021 and earned dividend equivalents. Read SEC document |
| July 29, 2024 Filed Aug 1, 2024 00:02 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 295,680 | $0.00 Strike: $80.00 | $0.00 |
DisclosureSEC source: 0001613103-24-000090 · wk-form4_1722470548.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,680 Underlying: Ordinary Shares · 295,680 shares Expires 2034-07-29 F6 · derivative.exercise_date: These options became exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 29, 2024 Filed Aug 1, 2024 00:02 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-24-000090 · wk-form4_1722470548.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Performance Share Units · 100,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F4 · derivative.exercise_date: Vests on July 29, 2027. F4 · derivative.expiration_date: Vests on July 29, 2027. F5 · derivative.underlying_shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 100,000 shares will be issued. If maximum performance metrics are achieved, 200,000 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. Read SEC document |
| July 29, 2024 Filed Aug 1, 2024 00:02 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-24-000090 · wk-form4_1722470548.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,120 F1 · shares: The restrictions on the award shall lapse 100% on the third anniversary of the Grant Date. F2 · balance_after: Includes 772 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:53 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,594 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001613103-24-000067 · wk-form4_1718146397.xml · derivative · entry 6 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 1,594 shares Expires 2024-07-28 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. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:53 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,519 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001613103-24-000067 · wk-form4_1718146397.xml · derivative · entry 5 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,594 Underlying: Ordinary Shares · 17,519 shares Expires 2024-07-28 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. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:53 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 1,594 | $83.82 | $133,609.08 |
DisclosureSEC source: 0001613103-24-000067 · wk-form4_1718146397.xml · nonDerivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,348 Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:53 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 17,519 | $83.76 | $1,467,391.44 |
DisclosureSEC source: 0001613103-24-000067 · wk-form4_1718146397.xml · nonDerivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,942 Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:53 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 1,594 | $62.76 | $100,039.44 |
DisclosureSEC source: 0001613103-24-000067 · wk-form4_1718146397.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,461 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. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 22:53 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 17,519 | $62.76 | $1,099,492.44 |
DisclosureSEC source: 0001613103-24-000067 · wk-form4_1718146397.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,867 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 · balance_after: Includes 2,204 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| August 03, 2023 Filed Aug 8, 2023 00:17 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionPerformance Share Units · Derivative | 18,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001613103-23-000095 · wk-form4_1691453863.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Performance Share Unit · 18,165 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. F4 · derivative.exercise_price: Each performance share unit represented a contingent right to receive one share of Medtronic common stock. F4 · price: Each performance share unit represented a contingent right to receive one share of Medtronic common stock. F5 · derivative.exercise_date: The performance share units vested on August 3, 2023. F5 · derivative.expiration_date: The performance share units vested on August 3, 2023. Read SEC document |
| August 03, 2023 Filed Aug 8, 2023 00:17 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 17,965 | $84.49 | $1,517,862.85 |
DisclosureSEC source: 0001613103-23-000095 · wk-form4_1691453863.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,144 F3 · shares: Represents shares withheld for taxes upon the settlement of performance-vesting restricted stock units and restricted stock units that vested on August 3, 2023. Read SEC document |
| August 03, 2023 Filed Aug 8, 2023 00:17 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 18,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-23-000095 · wk-form4_1691453863.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,109 F1 · shares: Represents shares issued upon the settlement of performance-vesting restricted stock units granted on October 9, 2020 and earned dividend equivalents. F2 · balance_after: Includes 1,847 shares representing earned dividend equivalents upon the settlement of restricted stock units that vested on August 3, 2023 and were previously reported on Table 1. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 23:39 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 240,691 | $0.00 Strike: $87.76 | $0.00 |
DisclosureSEC source: 0001613103-23-000068 · wk-form4_1691019553.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,382 Underlying: Ordinary Shares · 240,691 shares Expires 2033-07-31 F6 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted beginning on the first anniversary of the grant. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 23:39 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 85,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-23-000068 · wk-form4_1691019553.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,461 Underlying: Performance Share Units · 85,461 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F4 · shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 85,461 shares will be issued. If maximum performance metrics are achieved, 170,922 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. F5 · derivative.exercise_date: Vests on July 31, 2026. F5 · derivative.expiration_date: Vests on July 31, 2026. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 23:39 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 34,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-23-000068 · wk-form4_1691019553.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,097 F1 · shares: The restrictions on the award shall lapse 100% on the third anniversary of the Grant Date. F2 · balance_after: Includes 2,415 units acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:22 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 224,996 | $0.00 Strike: $93.08 | $0.00 |
DisclosureSEC source: 0001127602-22-020402 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,996 Underlying: Ordinary Shares · 224,996 shares Expires 2032-08-01 F5 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:22 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 71,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020402 · form4.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,176 Underlying: Performance Share Units · 71,176 shares Expires not disclosed F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F3 · shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 71,176 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. F4 · derivative.exercise_date: Vests on August 1, 2025. F4 · derivative.expiration_date: Vests on August 1, 2025. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:22 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 28,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020402 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,497 F1 · shares: The restrictions on the award shall lapse 100% on the third anniversary of the Grant Date. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:18 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 23,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020196 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,026 F1 · shares: Represents shares of performance-vesting restricted stock granted in July 2019 and earned dividend equivalent units that have been forfeited based on the Company's failure to meet the cumulative three year non-GAAP diluted earnings per share ("EPS") growth performance target. F2 · balance_after: This balance increased by 1,600 shares due to exempt acquisitions through dividend reinvestment. Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 23:26 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,100 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001127602-21-024366 · form4.xml · derivative · entry 6 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,519 Underlying: Ordinary Shares · 10,100 shares Expires 2024-07-28 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · derivative.exercise_date: This option to purchase 1,594 Medtronic ordinary shares for $62.76 per share, which was unvested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 1,594 Medtronic Inc. common stock shares for $62.76 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. F5 · derivative.exercise_date: This option to purchase 27,619 Medtronic ordinary shares for $62.76 per share, which was unvested at the effective time of the Covidien acquisition, represents the conversion of 27,619 Medtronic common stock shares for $62.76 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. 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.