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 02, 2019 Filed Aug 2, 2019 22:32 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 6,599 | $102.02 | $673,229.98 |
DisclosureSEC source: 0001127602-19-025933 · 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: 56,906 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 22:32 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,533 | $102.37 | $566,413.21 |
DisclosureSEC source: 0001127602-19-025933 · 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: 63,505 Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 19:05 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,296 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-19-000008 · edgar.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296 Underlying: Common Stock · 1,296 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 |
| July 29, 2019 Filed Jul 31, 2019 21:59 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,615 | $0.00 Strike: $103.26 | $0.00 |
DisclosureSEC source: 0001127602-19-025556 · 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: 1,615 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 21:59 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 68,901 | $0.00 Strike: $103.26 | $0.00 |
DisclosureSEC source: 0001127602-19-025556 · 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: 68,901 Underlying: Ordinary Shares · 68,901 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 21:59 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 10,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025556 · 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: 69,038 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 1,055 shares due to exempt transactions such as dividend reinvestment and employee stock purchase plan. Read SEC document |
| August 03, 2018 Filed Aug 7, 2018 20:37 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,818 | $90.48 | $526,412.64 |
DisclosureSEC source: 0001127602-18-024849 · 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: 57,653 Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 19:51 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,695 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001127602-18-024243 · 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: 1,695 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 19:51 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 67,782 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001127602-18-024243 · 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: 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 19:51 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 11,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-024243 · 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: 63,471 F1 · security: This balance increased by 403 shares due to exempt transactions such as dividend reinvestment. F2 · 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. Read SEC document |
| July 25, 2018 Filed Jul 26, 2018 21:54 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-18-000023 · edgar.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 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 unitl 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 unitl the Director leaves the Board. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:35 UTC | Medtronic plc MDT · Entity 2888 | SaleOrdinary Shares | 8,910 | $86.82 | $773,566.20 |
DisclosureSEC source: 0001127602-18-020693 · 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: 51,842 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.82 to $86.8202, 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 range set forth in this footnote. F2 · balance_after: This balance increased by 792 shares due to exempt transactons such as dividend reinvestment. Read SEC document |
| May 30, 2018 Filed May 31, 2018 22:22 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 312 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-18-000013 · edgar.xml · derivative · entry 1 Lerman Bradley E · CIK 0001559405 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312 Underlying: Common Stock · 312 shares Expires not disclosed F1 · derivative.exercise_date: RSUs granted to reporting person upon election to the Board pursuant to a prorated automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying stock is deferred until the director leaves the Board. F1 · derivative.expiration_date: RSUs granted to reporting person upon election to the Board pursuant to a prorated automatic annual grant under the 2013 Stock Plan. This grant vests immediately, however, receipt of the underlying stock is deferred until the director leaves the Board. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 19:00 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,191 | $0.00 Strike: $83.97 | $0.00 |
DisclosureSEC source: 0001127602-17-024713 · 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: 1,191 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 19:00 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 47,637 | $0.00 Strike: $83.97 | $0.00 |
DisclosureSEC source: 0001127602-17-024713 · 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: 47,637 Underlying: Ordinary Shares · 47,637 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 19:00 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 11,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024713 · 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: 59,960 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 16:36 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,094 | $84.29 | $429,373.26 |
DisclosureSEC source: 0001127602-17-024466 · 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: 48,050 F1 · balance_after: This balance increased by 1063 shares due to exempt transactions such as dividend reinvestment and ESPP. 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.