Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARD C R INC /NJ/BCR · Entity 170698 | Director | December 29, 2017 | January 03, 2018 |
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 11, 2022 | May 13, 2022 |
| Ingersoll Rand Inc.IR · Entity 3152 | Director | February 27, 2024 | February 29, 2024 |
| Trane Technologies plcTT · Entity 2921 | Director | June 01, 2023 | June 05, 2023 |
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.
BARD C R INC /NJ/
Report date December 29, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 1
1 source rowRow 1 · 2017-12-29 · Disposition to issuer · Disposed 15,523.1239 · Balance 0 F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $88.76 · Expires 2018-07-09 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-12-29 · Disposition to issuer · Disposed 1,200 · Balance 0 F2: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $81.70 · Expires 2019-12-09 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-12-29 · Disposition to issuer · Disposed 1,200 · Balance 0 F2: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated. F3: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-12-29 · Disposition to issuer · Disposed 20,014.22 · Balance 0 F4: Units are credited under the Company's Deferred Compensation Contract, Deferral of Directors' Fees. F5: Conversion is 1 for 1. F6: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement. F7: Includes 10,934.90 units for dividend credits. |
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-12-29 · Disposition to issuer · Disposed 25,002 · Balance 0 F8: Units granted under the Company's Stock Equivalent Plan for Outside Directors. F5: Conversion is 1 for 1. F9: These units, which are 100% vested, were assumed by BD at the effective time of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration").
F2: Award/Grant pursuant to the 2005 Directors' Stock Award Plan, as amended and restated.
F3: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock.
F4: Units are credited under the Company's Deferred Compensation Contract, Deferral of Directors' Fees.
F5: Conversion is 1 for 1.
F6: These units, which are 100% vested, were paid out in cash in accordance with the Merger Agreement.
F7: Includes 10,934.90 units for dividend credits.
F8: Units granted under the Company's Stock Equivalent Plan for Outside Directors.
F9: These units, which are 100% vested, were assumed by BD at the effective time of the Merger.
CVS HEALTH Corp
Report date May 11, 2022 · Filed May 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,852 |
Reported balance
After 2022-05-11 transaction · row 1
1 source rowRow 1 · 2022-05-11 · Grant · Acquired 38 · Balance 37,852 F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 7 |
Reported balance
Holding disclosure · report date 2022-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.
Ingersoll Rand Inc.
Report date February 27, 2024 · Filed February 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,129 |
Reported balance
After 2024-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-02-27 · Grant · Acquired 2,129 · Balance 2,129 F1: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest on February 27, 2025 and upon vesting, will each be settled by delivery of one share of common stock, an equivalent amount of cash, or a combination thereof.
Trane Technologies plc
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 97,820.937 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Tax withholding · Disposed 374 · Balance 97,820.937 |
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 |
|---|---|---|---|---|---|---|
| May 19, 2016 Filed May 20, 2016 21:01 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,040 | $100.95 | $104,988.00 |
DisclosureSEC source: 0001127602-16-052961 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,452 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| November 04, 2015 Filed Nov 6, 2015 21:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,054 | $99.57 | $104,946.78 |
DisclosureSEC source: 0001127602-15-030647 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,412 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| May 07, 2015 Filed May 11, 2015 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,056 | $99.36 | $104,924.16 |
DisclosureSEC source: 0001127602-15-016833 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,358 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| November 05, 2014 Filed Nov 6, 2014 22:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,200 | $87.50 | $105,000.00 |
DisclosureSEC source: 0001127602-14-031482 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,302 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| May 08, 2014 Filed May 9, 2014 20:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,384 | $75.86 | $104,990.24 |
DisclosureSEC source: 0001127602-14-016992 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,102 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| November 06, 2013 Filed Nov 8, 2013 21:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,526 | $63.87 | $97,465.62 |
DisclosureSEC source: 0001127602-13-031091 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,718 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| May 09, 2013 Filed May 10, 2013 20:36 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,695 | $57.49 | $97,445.55 |
DisclosureSEC source: 0001127602-13-016479 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,192 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| November 08, 2012 Filed Nov 9, 2012 21:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,099 | $46.43 | $97,456.57 |
DisclosureSEC source: 0001127602-12-030341 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,497 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| May 10, 2012 Filed May 14, 2012 20:15 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,120 | $45.97 | $97,456.40 |
DisclosureSEC source: 0001127602-12-016757 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,398 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| November 02, 2011 Filed Nov 4, 2011 20:30 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,725 | $35.77 | $97,473.25 |
DisclosureSEC source: 0001127602-11-028670 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,278 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| May 11, 2011 Filed May 13, 2011 19:51 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,600 | $37.50 | $97,500.00 |
DisclosureSEC source: 0001127602-11-016263 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,553 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer. Read SEC document |
| March 09, 2011 Filed Mar 11, 2011 21:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 953 | $34.07 | $32,468.71 |
DisclosureSEC source: 0001127602-11-010009 · form4.xml · nonDerivative · entry 1 WHITE TONY L · CIK 0001171315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953 F1 · shares: Consists of common stock acquired as a prorated portion of the reporting person's 2011 compensation. 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.