Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | EVP, Group President | May 27, 2017 | May 31, 2017 |
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 27, 2017 · Filed May 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,046 |
Ending reported balance
After 2017-05-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-27 · Exercise / conversion · Acquired 53,428 · Balance 53,485 Row 2 · 2017-05-27 · Tax withholding · Disposed 24,439 · Balance 29,046 F1: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-05-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-05-27 · Exercise / conversion · Disposed 53,428 · Balance 0 F2: These units granted 5/27/2014 vested 100% on 5/27/2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Profit-Sharing Investment Plan | 354.8145 |
Reported balance
Holding disclosure · report date 2017-05-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 354.8145 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.
F2: These units granted 5/27/2014 vested 100% on 5/27/2017.
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 27, 2017 Filed May 31, 2017 22:06 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 53,428 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000013 · edgar.xml · derivative · entry 4 JULIAN PAUL C · CIK 0001197894 · EVP, Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,428 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 22:06 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 24,439 | $161.20 | $3,939,566.80 |
DisclosureSEC source: 0001444054-17-000013 · edgar.xml · nonDerivative · entry 2 JULIAN PAUL C · CIK 0001197894 · EVP, Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,046 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 22:06 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 53,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000013 · edgar.xml · nonDerivative · entry 1 JULIAN PAUL C · CIK 0001197894 · EVP, Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,485 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 21:56 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 73,127 | $0.00 Strike: $159.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000008 · edgar.xml · derivative · entry 1 JULIAN PAUL C · CIK 0001197894 · EVP, Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,127 Underlying: Common Stock · 73,127 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.