Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | EVP & CHRO | May 21, 2019 | May 23, 2019 |
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 May 21, 2019 · Filed May 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,832 |
Ending reported balance
After 2019-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-21 · Grant · Acquired 2,220 · Balance 18,600 F1: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Row 2 · 2019-05-21 · Tax withholding · Disposed 768 · Balance 17,832 F2: This transaction represents a withholding of shares to cover taxes applicable to a vesting of PSUs also reported on this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy the McKesson Corporation 401(k) Retirement Savings Plan | 280.6512 |
Reported balance
Holding disclosure · report date 2019-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 280.6512 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals.
F2: This transaction represents a withholding of shares to cover taxes applicable to a vesting of PSUs also reported on this Form 4.
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 21, 2019 Filed May 23, 2019 22:20 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 768 | $128.33 | $98,557.44 |
DisclosureSEC source: 0001443873-19-000014 · edgar.xml · nonDerivative · entry 2 Figueredo Jorge · CIK 0001391619 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,832 F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of PSUs also reported on this Form 4. Read SEC document |
| May 21, 2019 Filed May 23, 2019 22:20 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 2,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000014 · edgar.xml · nonDerivative · entry 1 Figueredo Jorge · CIK 0001391619 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 30, 2018 Filed May 31, 2018 22:32 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 22,120 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001443873-18-000015 · edgar.xml · derivative · entry 1 Figueredo Jorge · CIK 0001391619 · EVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,120 Underlying: Common Stock · 22,120 shares Expires 2025-05-30 F1 · derivative.exercise_date: This option granted 5/30/2018 vests 25% annually commencing on the first anniversary of the grant date. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:58 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 15,688 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000012 · edgar.xml · derivative · entry 4 Figueredo Jorge · CIK 0001391619 · EVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,688 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These units granted 5/27/2014 vested 100% on 5/27/2017. F2 · derivative.expiration_date: These units granted 5/27/2014 vested 100% on 5/27/2017. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:58 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 7,281 | $161.20 | $1,173,697.20 |
DisclosureSEC source: 0001444054-17-000012 · edgar.xml · nonDerivative · entry 2 Figueredo Jorge · CIK 0001391619 · EVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,380 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:58 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 15,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000012 · edgar.xml · nonDerivative · entry 1 Figueredo Jorge · CIK 0001391619 · EVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,661 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 |
| May 23, 2017 Filed May 25, 2017 21:52 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 21,551 | $0.00 Strike: $159.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000006 · edgar.xml · derivative · entry 1 Figueredo Jorge · CIK 0001391619 · EVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,551 Underlying: Common Stock · 21,551 shares Expires 2024-05-23 F1 · derivative.exercise_date: This option granted 5/23/2017 vests 25% annually commencing on the first anniversary of the grant date. 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.