Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | Director | August 10, 2026 | August 11, 2026 |
| Medtronic plcMDT · Entity 2888 | SVP General Counsel & Corp Sec | November 05, 2021 | November 09, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MCKESSON CORP
Report date August 10, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-10 transaction · row 1
1 source rowRow 1 · 2026-08-10 · Sale · Disposed 301 · Balance 0 |
Medtronic plc
Report date November 05, 2021 · Filed November 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 48,635 |
Reported balance
After 2021-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-05 · Tax withholding · Disposed 250 · Balance 48,635 F1: This balance increased by 122 shares due to exempt transactions such as dividend reinvestment. F2: The reported transaction involved the withholding of 250 shares of stock issuable upon the early vesting of an equal number of restricted stock units to pay taxes associated with the reporting person becoming retirement eligible. |
Filing footnotes · ownership attribution and instrument terms
F1: This balance increased by 122 shares due to exempt transactions such as dividend reinvestment.
F2: The reported transaction involved the withholding of 250 shares of stock issuable upon the early vesting of an equal number of restricted stock units to pay taxes associated with the reporting person becoming retirement eligible.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STARBUCKS CORP
Report date November 14, 2025 · Filed November 18, 2025
Section 16 reporting ended · disclosed 2025-11-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,675.7235 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Tax withholding · Disposed 864.074 · Balance 42,675.7235 F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction.
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 10, 2026 Filed Aug 11, 2026 18:05 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 301 | $892.33 | $268,589.83 |
DisclosureSEC source: 0000927653-26-000239 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 22, 2026 Filed Jul 23, 2026 20:44 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000927653-26-000203 · form4.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277 Underlying: Common Stock · 277 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 23:37 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 864.074 | $84.78 | $73,256.19 |
DisclosureSEC source: 0000829224-25-000123 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, chief legal officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,675.7235 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. Read SEC document |
| November 11, 2025 Filed Nov 14, 2025 00:42 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 5,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000829224-25-000089 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, chief legal officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,539.7975 F1 · shares: Restricted stock units (RSUs) earned on the achievement of performance goals under performance-based restricted stock units granted on May 15, 2023. The reported RSUs vest November 18, 2025. F2 · balance_after: Includes 47.9292 shares purchased on June 30, 2025, pursuant to the Starbucks Corporation Employee Stock Purchase Plan, and 436 shares representing dividend equivalents on unvested time-based RSUs. Read SEC document |
| July 30, 2025 Filed Jul 31, 2025 21:55 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000927653-25-000083 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301 F1 · shares: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vested immediately, and the reporting person elected to receive the underlying shares upon grant. Read SEC document |
| May 15, 2025 Filed May 16, 2025 22:45 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 974.514 | $87.26 | $85,036.09 |
DisclosureSEC source: 0001127602-25-014788 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, chief legal officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,635.8683 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes 296 shares representing dividend equivalents on unvested time-based RSUs; and 220.1575 shares purchased on March 31, 2025 pursuant to the Starbucks Employee Stock Purchase Plan. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 00:45 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 14,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027764 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, chief legal officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,094.2248 F1 · shares: Restricted stock units granted on November 19, 2024, and vests in three increments of 3,559 shares each on November 19, 2025, November 19, 2026, November 19, 2027, and one increment of 3,558 shares on November 19, 2028. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 23:21 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 842.385 | $99.23 | $83,589.86 |
DisclosureSEC source: 0001127602-24-027563 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, chief legal officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,859.2248 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes 303 shares representing dividend equivalents on unvested time-based RSUs, and 31.3121 shares purchased on June 28, 2024, pursuant to the Starbucks Employee Stock Purchase Plan. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 21:37 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014311 · form4.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349 Underlying: Common Stock · 349 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:04 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 952 | $75.70 | $72,066.40 |
DisclosureSEC source: 0001127602-24-015921 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, chief legal officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,367.2977 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes 236.2977 shares purchased on March 28, 2024, pursuant to the Starbucks Corporation Employee Stock Purchase Plan. F3 · balance_after: Includes 210 shares representing dividend equivalents on unvested time-based RSUs. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 23:17 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 13,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027652 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, general counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,873 F1 · shares: Restricted stock units granted on November 14, 2023, and vest in two increments of 3,315 shares each on November 14, 2024 and November 14, 2025, and two increments of 3,314 shares each on November 14, 2026 and November 14, 2027. F2 · balance_after: Includes 62 dividend equivalents acquired on unvested time-based RSUs. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 19:15 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 483 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015289 · form4.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483 Underlying: Common Stock · 483 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| May 15, 2023 Filed May 17, 2023 23:28 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 11,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016024 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · evp, general counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,553 F1 · shares: Restricted stock units granted on May 15, 2023 and vests in three increments of 3,751 shares on each of May 15, 2024, May 15, 2025, and May 15, 2026. Read SEC document |
| July 22, 2022 Filed Jul 26, 2022 22:50 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 606 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-016750 · form4.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606 Underlying: Common Stock · 606 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 23:01 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 250 | $122.98 | $30,745.00 |
DisclosureSEC source: 0001127602-21-028740 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,635 F1 · balance_after: This balance increased by 122 shares due to exempt transactions such as dividend reinvestment. F2 · balance_after: The reported transaction involved the withholding of 250 shares of stock issuable upon the early vesting of an equal number of restricted stock units to pay taxes associated with the reporting person becoming retirement eligible. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 22:13 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 49,147 | $0.00 Strike: $78.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026351 · form4.xml · derivative · entry 3 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 49,147 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. 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 |
| September 30, 2021 Filed Oct 1, 2021 22:13 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 49,147 | $126.58 | $6,221,027.26 |
DisclosureSEC source: 0001127602-21-026351 · form4.xml · nonDerivative · entry 2 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,763 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 22:13 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 49,147 | $78.00 | $3,833,466.00 |
DisclosureSEC source: 0001127602-21-026351 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,910 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: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 21:27 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,775 | $0.00 Strike: $74.84 | $0.00 |
DisclosureSEC source: 0001127602-21-024699 · form4.xml · derivative · entry 3 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 50,775 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F2 · derivative.exercise_date: This option becomes exercisable on June 29, 2018, subject to Medtronic's achievement of a pre-specified cash Earnings Per Share Growth Rate for fiscal years 2016 through 2018. F3 · derivative.expiration_date: This date was previously reported incorrectly as 7/28/2024. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 21:27 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 50,775 | $134.17 | $6,812,481.75 |
DisclosureSEC source: 0001127602-21-024699 · form4.xml · nonDerivative · entry 2 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,763 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 21:27 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 50,775 | $74.84 | $3,800,001.00 |
DisclosureSEC source: 0001127602-21-024699 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,538 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: This transaction was effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:18 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 15,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023101 · form4.xml · derivative · entry 6 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,047 Underlying: Performance Share Units · 15,047 shares Expires not disclosed F5 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F6 · 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, 15,047 shares will be issued. The actual number of shares to be issued could range from a low of 3,010 at minimum performance to a high of 30,094 shares at maximum performance. If minimum performance metrics are not met, such PSUs may vest at 0 shares. F7 · derivative.exercise_date: Vests on August 2, 2024. F7 · derivative.expiration_date: Vests on August 2, 2024. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:18 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,085 | $0.00 Strike: $131.26 | $0.00 |
DisclosureSEC source: 0001127602-21-023101 · form4.xml · derivative · entry 5 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085 Underlying: Ordinary Shares · 1,085 shares Expires 2031-08-02 F4 · 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 22:18 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 51,423 | $0.00 Strike: $131.26 | $0.00 |
DisclosureSEC source: 0001127602-21-023101 · form4.xml · derivative · entry 4 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,423 Underlying: Ordinary Shares · 51,423 shares Expires 2031-08-02 F4 · 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 22:18 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 6,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023101 · form4.xml · nonDerivative · entry 3 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,763 F3 · 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 22:18 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,450 | $131.31 | $715,639.50 |
DisclosureSEC source: 0001127602-21-023101 · form4.xml · nonDerivative · entry 2 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,744 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 22:18 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 4,000 | $131.52 | $526,080.00 |
DisclosureSEC source: 0001127602-21-023101 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,194 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan. F2 · balance_after: This balance increased by 651 shares due to exempt transactions such as dividend reinvestment and employee stock purchase plan. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 21:47 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 889 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000049 · edgar.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 889 Underlying: Common Stock · 889 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 21:35 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 2,605 | $115.56 | $301,033.80 |
DisclosureSEC source: 0001127602-20-032287 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,543 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 797 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001127602-20-028647 · form4.xml · derivative · entry 5 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 797 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. F2 · derivative.exercise_date: This option became exercisable on June 29, 2018, upon achievement of a pre-specified cash Earnings Per Share Growth Rate for fiscal years 2016 through 2018. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 19,918 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001127602-20-028647 · form4.xml · derivative · entry 4 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 19,918 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. F2 · derivative.exercise_date: This option became exercisable on June 29, 2018, upon achievement of a pre-specified cash Earnings Per Share Growth Rate for fiscal years 2016 through 2018. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:18 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 20,715 | $113.13 | $2,343,487.95 |
DisclosureSEC source: 0001127602-20-028647 · form4.xml · nonDerivative · entry 3 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,148 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 797 | $62.76 | $50,019.72 |
DisclosureSEC source: 0001127602-20-028647 · form4.xml · nonDerivative · entry 2 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,863 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 |
| November 09, 2020 Filed Nov 10, 2020 22:18 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 19,918 | $62.76 | $1,250,053.68 |
DisclosureSEC source: 0001127602-20-028647 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,066 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 |
| November 03, 2020 Filed Nov 5, 2020 23:02 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 337 | $103.13 | $34,754.81 |
DisclosureSEC source: 0001127602-20-028280 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,148 F1 · balance_after: This balance increased by 160 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| October 09, 2020 Filed Oct 14, 2020 22:51 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 18,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026954 · form4.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,173 Underlying: Performance Share Units · 18,173 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, 18,173 shares will be issued. The actual number of shares to be issued could range from a low of 3,635 at minimum performance to a high of 36,346 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 |
| October 08, 2020 Filed Oct 9, 2020 21:12 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 797 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001127602-20-026757 · form4.xml · derivative · entry 6 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 797 Underlying: Ordinary Shares · 797 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. F3 · derivative.exercise_date: This option become exercisable on June 29, 2018, subject to New Medtronic's achievement of a pre-specified cash Earnings Per Share Growth Rate for fiscal years 2016 through 2018." Read SEC document |
| October 08, 2020 Filed Oct 9, 2020 21:12 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 19,917 | $0.00 Strike: $62.76 | $0.00 |
DisclosureSEC source: 0001127602-20-026757 · form4.xml · derivative · entry 5 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,918 Underlying: Ordinary Shares · 19,917 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. F2 · derivative.exercise_date: This option to purchase 39,835 New Medtronic ordinary shares for $62.76 per share, which was unvested at the effective time of the Merger, was received in the Merger and represents the conversion of 39,835 Medtronic common stock shares for $62.76 per share. This New Medtronic stock option has the same terms and conditions as the original Medtronic stock option. Read SEC document |
| October 08, 2020 Filed Oct 9, 2020 21:12 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 797 | $110.00 | $87,670.00 |
DisclosureSEC source: 0001127602-20-026757 · form4.xml · nonDerivative · entry 4 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,325 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 08, 2020 Filed Oct 9, 2020 21:12 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 797 | $62.76 | $50,019.72 |
DisclosureSEC source: 0001127602-20-026757 · form4.xml · nonDerivative · entry 3 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,122 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 |
| October 08, 2020 Filed Oct 9, 2020 21:12 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 19,917 | $110.00 | $2,190,870.00 |
DisclosureSEC source: 0001127602-20-026757 · form4.xml · nonDerivative · entry 2 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,325 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 08, 2020 Filed Oct 9, 2020 21:12 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 19,917 | $62.76 | $1,249,990.92 |
DisclosureSEC source: 0001127602-20-026757 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,242 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 03, 2020 Filed Aug 5, 2020 20:59 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 39,043 | $0.00 Strike: $97.33 | $0.00 |
DisclosureSEC source: 0001127602-20-022903 · form4.xml · derivative · entry 4 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,043 Underlying: Ordinary Shares · 39,043 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 20:59 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,575 | $0.00 Strike: $97.33 | $0.00 |
DisclosureSEC source: 0001127602-20-022903 · form4.xml · derivative · entry 3 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575 Underlying: Ordinary Shares · 1,575 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 20:59 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 74,622 | $0.00 Strike: $97.33 | $0.00 |
DisclosureSEC source: 0001127602-20-022903 · form4.xml · derivative · entry 2 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,622 Underlying: Ordinary Shares · 74,622 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 20:59 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 8,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022903 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,325 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 21:46 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,411 | $96.48 | $522,053.28 |
DisclosureSEC source: 0001127602-20-022596 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,208 F1 · balance_after: This balance increased by 817 shares due to exempt transactions such as dividend reinvestment and employee stock purchase plan. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 23:08 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,157 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000046 · edgar.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157 Underlying: Common Stock · 1,157 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. F1 · derivative.expiration_date: RSUs granted pursuant to an automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying shares is deferred until the Director leaves the Board. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 22:42 UTC | Medtronic plc MDT · Entity 2888 | GiftOrdinary Shares | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035546 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,802 F1 · balance_after: This balance increased by 171 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 21:53 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 4,000 | $100.31 | $401,240.00 |
DisclosureSEC source: 0001127602-19-026183 · form4.xml · nonDerivative · entry 1 Lerman Bradley E · CIK 0001559405 · SVP General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,906 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. 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.