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 25, 2021 Filed Aug 26, 2021 23:26 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,481 | $0.00 Strike: $55.32 | $0.00 |
DisclosureSEC source: 0001127602-21-024366 · form4.xml · derivative · entry 5 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 1,481 shares Expires 2023-07-29 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. F2 · derivative.exercise_date: This option to purchase 1,808 Medtronic ordinary shares for $55.32 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 1,808 Medtronic Inc. common stock shares for $55.32 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. F3 · derivative.exercise_date: This option to purchase 20,481 Medtronic ordinary shares for $55.32 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 20,481 Medtronic Inc. common stock shares for $55.32 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 23:26 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 10,100 | $132.67 | $1,339,967.00 |
DisclosureSEC source: 0001127602-21-024366 · form4.xml · nonDerivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,836 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 23:26 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 10,100 | $62.76 | $633,876.00 |
DisclosureSEC source: 0001127602-21-024366 · form4.xml · nonDerivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,936 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. Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 23:26 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 1,481 | $132.67 | $196,484.27 |
DisclosureSEC source: 0001127602-21-024366 · form4.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,836 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 23:26 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 1,481 | $55.32 | $81,928.92 |
DisclosureSEC source: 0001127602-21-024366 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,317 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. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:20 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 47,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023103 · form4.xml · derivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,616 Underlying: Performance Share Units · 47,616 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 · 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, 47,616 shares will be issued. The actual number of shares to be issued could range from a low of 9,524 at minimum performance to a high of 95,232 shares at maximum performance. If minimum performance metrics are not met, such PSUs may vest at 0 shares. F6 · derivative.exercise_date: Vests on August 2, 2024. F6 · derivative.expiration_date: Vests on August 2, 2024. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:20 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 162,731 | $0.00 Strike: $131.26 | $0.00 |
DisclosureSEC source: 0001127602-21-023103 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,731 Underlying: Ordinary Shares · 162,731 shares Expires 2031-08-02 F3 · 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 02, 2021 Filed Aug 4, 2021 22:20 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 19,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023103 · form4.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,836 F2 · kind: The restrictions on the award shall lapse 100% on the third anniversary of the Grant Date. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:20 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,450 | $131.31 | $715,639.50 |
DisclosureSEC source: 0001127602-21-023103 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,789 F1 · balance_after: This balance increased by 291 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:21 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,500 | $0.00 Strike: $55.32 | $0.00 |
DisclosureSEC source: 0001127602-21-020875 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481 Underlying: Ordinary Shares · 11,500 shares Expires 2023-07-29 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 1,808 Medtronic ordinary shares for $55.32 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 1,808 Medtronic Inc. common stock shares for $55.32 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 20,481 Medtronic ordinary shares for $55.32 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 20,481 Medtronic Inc. common stock shares for $55.32 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. F6 · balance_after: This amount has been adjusted to correct a mathematical error that occurred in Column 9 in the previously filed Form 4 on April 7, 2021. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:21 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 11,500 | $125.29 | $1,440,835.00 |
DisclosureSEC source: 0001127602-21-020875 · form4.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,948 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:21 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 11,500 | $55.32 | $636,180.00 |
DisclosureSEC source: 0001127602-21-020875 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,448 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. F2 · balance_after: This amount has been adjusted to correct a mathematical error in exempt transactions such as dividend reinvestment. F3 · balance_after: This balance increased by 266 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 20:28 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,308 | $0.00 Strike: $55.32 | $0.00 |
DisclosureSEC source: 0001127602-21-013399 · form4.xml · derivative · entry 6 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,173 Underlying: Ordinary Shares · 9,308 shares Expires 2023-07-29 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 1,808 Medtronic ordinary shares for $55.32 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 1,808 Medtronic Inc. common stock shares for $55.32 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 20,481 Medtronic ordinary shares for $55.32 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 20,481 Medtronic Inc. common stock shares for $55.32 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 20:28 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,404 | $0.00 Strike: $41.60 | $0.00 |
DisclosureSEC source: 0001127602-21-013399 · form4.xml · derivative · entry 5 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 2,404 shares Expires 2022-10-29 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. F3 · derivative.exercise_date: This option to purchase 2,404 Medtronic ordinary shares for $41.60 per share, which was partially vested at the effective time of the Covidien acquisition, represents the conversion of an option to purchase 2,404 Medtronic Inc. common stock shares for $41.60 per share. This Medtronic plc stock option has the same terms and conditions as the original Medtronic Inc. stock option. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 20:28 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 9,308 | $118.83 | $1,106,069.64 |
DisclosureSEC source: 0001127602-21-013399 · form4.xml · nonDerivative · entry 4 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,938 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 20:28 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 9,308 | $55.32 | $514,918.56 |
DisclosureSEC source: 0001127602-21-013399 · form4.xml · nonDerivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,246 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. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 20:28 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 2,404 | $118.83 | $285,667.32 |
DisclosureSEC source: 0001127602-21-013399 · form4.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,938 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 20:28 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 2,404 | $41.60 | $100,006.40 |
DisclosureSEC source: 0001127602-21-013399 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,342 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. F2 · balance_after: This balance increased by 844 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 22:56 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 51,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026957 · form4.xml · derivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,758 Underlying: Performance Share Units · 51,758 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F2 · 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, 51,758 shares will be issued. The actual number of shares to be issued could range from a low of 10,352 at minimum performance to a high of 103,516 shares at maximum performance. If minimum performance metrics are not met, such PSUs may vest at 0 shares. F3 · derivative.exercise_date: Vests on August 3, 2023. F3 · derivative.expiration_date: Vests on August 3, 2023. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 21:03 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 71,158 | $0.00 Strike: $97.33 | $0.00 |
DisclosureSEC source: 0001127602-20-022910 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,158 Underlying: Ordinary Shares · 71,158 shares Expires 2030-08-03 F2 · 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, 2020 Filed Aug 5, 2020 21:03 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 212,529 | $0.00 Strike: $97.33 | $0.00 |
DisclosureSEC source: 0001127602-20-022910 · form4.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,529 Underlying: Ordinary Shares · 212,529 shares Expires 2030-08-03 F2 · 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, 2020 Filed Aug 5, 2020 21:03 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 23,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022910 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,094 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 21:52 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 4,252 | $96.48 | $410,232.96 |
DisclosureSEC source: 0001127602-20-022601 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,976 F1 · balance_after: This balance increased by 692 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 22:10 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 65,170 | $106.22 Strike: $106.22 | $6,922,357.40 |
DisclosureSEC source: 0001127602-19-031286 · form4.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,170 Underlying: Ordinary Shares · 65,170 shares Expires 2029-10-28 F3 · 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 |
| October 28, 2019 Filed Oct 30, 2019 22:10 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 9,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-031286 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,536 F1 · kind: The restrictions on such restricted stock units shall lapse 100% on July 29, 2022 if the Company's cumulative non-GAAP diluted earnings per share growth during the 36 month period ending on the last day of the Company's fiscal year 2022 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. F2 · balance_after: This balance increased by 170 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 22:37 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,533 | $102.37 | $566,413.21 |
DisclosureSEC source: 0001127602-19-025936 · form4.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,637 Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 22:37 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 4,242 | $102.37 | $434,253.54 |
DisclosureSEC source: 0001127602-19-025936 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,170 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 22:04 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,615 | $0.00 Strike: $103.26 | $0.00 |
DisclosureSEC source: 0001127602-19-025558 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,615 Underlying: Ordinary Shares · 1,615 shares Expires 2029-07-29 F3 · 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 29, 2019 Filed Jul 31, 2019 22:04 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 81,820 | $0.00 Strike: $103.26 | $0.00 |
DisclosureSEC source: 0001127602-19-025558 · form4.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,820 Underlying: Ordinary Shares · 81,820 shares Expires 2029-07-29 F3 · 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 29, 2019 Filed Jul 31, 2019 22:04 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 12,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025558 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,412 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date if the Company's cumulative non-GAAP diluted earnings per share ("EPS") growth during the 36-month period ending on the last day of the Company's fiscal year 2022 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. F2 · balance_after: This balance increased by 227 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 21:34 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 11,000 | $96.05 | $1,056,583.00 |
DisclosureSEC source: 0001127602-19-021136 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,918 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $95.75 to $96.45, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · balance_after: This balance increased by 716 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| September 24, 2018 Filed Sep 25, 2018 20:27 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 21,129 | $0.00 Strike: $38.81 | $0.00 |
DisclosureSEC source: 0001127602-18-028314 · form4.xml · derivative · entry 5 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 21,129 shares Expires 2022-07-30 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_date: This option to purchase 21,129 New Medtronic ordinary shares for $38.81 per share, which was partially vested at the effective time of the Merger, was received in the Merger and represents the conversion of 21,129 Medtronic common stock shares for $38.81 per share. This New Medtronic stock option has the same terms and conditions as the original Medtronic stock option. Read SEC document |
| September 24, 2018 Filed Sep 25, 2018 20:27 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 28,670 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001127602-18-028314 · form4.xml · derivative · entry 4 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 28,670 shares Expires 2021-08-01 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. F2 · derivative.exercise_date: This option to purchase 28,670 ordinary shares of New Medtronic for $34.88 per share, which was partially vested at the effective time of the Merger, was received in the Merger and represents the conversion of 28,670 Medtronic common stock shares for $34.88 per share. This New Medtronic stock option has the same terms and conditions as the original Medtronic stock option. Read SEC document |
| September 24, 2018 Filed Sep 25, 2018 20:27 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 49,799 | $97.93 | $4,876,666.67 |
DisclosureSEC source: 0001127602-18-028314 · form4.xml · nonDerivative · entry 3 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,202 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $97.911 to $97.965, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 24, 2018 Filed Sep 25, 2018 20:27 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 21,129 | $38.81 | $820,016.49 |
DisclosureSEC source: 0001127602-18-028314 · form4.xml · nonDerivative · entry 2 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,001 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 |
| September 24, 2018 Filed Sep 25, 2018 20:27 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 28,670 | $34.88 | $1,000,009.60 |
DisclosureSEC source: 0001127602-18-028314 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,872 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 03, 2018 Filed Aug 7, 2018 20:38 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 4,780 | $90.48 | $432,494.40 |
DisclosureSEC source: 0001127602-18-024850 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,202 Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 19:54 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,695 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001127602-18-024244 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695 Underlying: Ordinary Shares · 1,695 shares Expires 2028-07-30 F3 · 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 30, 2018 Filed Aug 1, 2018 19:54 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 67,782 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001127602-18-024244 · form4.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,782 Underlying: Ordinary Shares · 67,782 shares Expires 2028-07-30 F3 · 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 30, 2018 Filed Aug 1, 2018 19:54 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 11,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-024244 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,981 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date if the Company's cumulative non-GAAP diluted earnings per share ("EPS") growth during the 36-month period ending on the last day of the Company's fiscal year 2021 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. F2 · balance_after: This balance increased by 924 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 18:58 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,191 | $0.00 Strike: $83.97 | $0.00 |
DisclosureSEC source: 0001127602-17-024710 · form4.xml · derivative · entry 3 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 Underlying: Ordinary Shares · 1,191 shares Expires 2027-07-31 F2 · 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 31, 2017 Filed Aug 2, 2017 18:58 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 39,697 | $0.00 Strike: $83.97 | $0.00 |
DisclosureSEC source: 0001127602-17-024710 · form4.xml · derivative · entry 2 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,697 Underlying: Ordinary Shares · 39,697 shares Expires 2027-07-31 F2 · 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 31, 2017 Filed Aug 2, 2017 18:58 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 9,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024710 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,831 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date if the Company's cumulative non-GAAP diluted earnings per share growth during the 36 month period ending on the last day of the Company's fiscal year 2020 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 16:42 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 3,532 | $84.29 | $297,712.28 |
DisclosureSEC source: 0001127602-17-024469 · form4.xml · nonDerivative · entry 1 Martha Geoffrey · CIK 0001560409 · EVP & GroupPres Restora Therap 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,906 F1 · balance_after: This balance increased by 812 shares due to exempt transactions such as dividend reinvestment. 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.