Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medline Inc.MDLN · Entity 3040 | Chief Operating Officer | August 19, 2026 | August 21, 2026 |
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.
Medline Inc.
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Incentive Units of Medline Holdings, LPSEC Table II · derivative / convertible security · Conversion / exercise price $19.01 | IndirectSee Footnotes | 87,667 |
Reported balance
After 2026-08-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 87,667 · Balance 87,667 F1: Represents performance-based incentive units of Medline Holdings, LP ("Incentive Units"), that were earned as a result of the achievement of certain performance criteria as certified by the compensation committee of the Issuer's board of directors on August 19, 2026. These Incentive Units are fully vested. F2: Incentive Units are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F4: These securities are held by a trust, of which the Reporting Person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based incentive units of Medline Holdings, LP ("Incentive Units"), that were earned as a result of the achievement of certain performance criteria as certified by the compensation committee of the Issuer's board of directors on August 19, 2026. These Incentive Units are fully vested.
F2: Incentive Units are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments.
F3: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC.
F4: These securities are held by a trust, of which the Reporting Person is a trustee.
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 19, 2026 Filed Aug 21, 2026 20:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 87,667 | Not disclosed Strike: $19.01 | Not disclosed |
DisclosureSEC source: 0001193125-26-361185 · ownership.xml · derivative · entry 1 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 87,667 Underlying: Class A Common Stock · 87,667 shares Expires not disclosed F1 · kind: Represents performance-based incentive units of Medline Holdings, LP ("Incentive Units"), that were earned as a result of the achievement of certain performance criteria as certified by the compensation committee of the Issuer's board of directors on August 19, 2026. These Incentive Units are fully vested. F1 · price: Represents performance-based incentive units of Medline Holdings, LP ("Incentive Units"), that were earned as a result of the achievement of certain performance criteria as certified by the compensation committee of the Issuer's board of directors on August 19, 2026. These Incentive Units are fully vested. F1 · derivative.exercise_date: Represents performance-based incentive units of Medline Holdings, LP ("Incentive Units"), that were earned as a result of the achievement of certain performance criteria as certified by the compensation committee of the Issuer's board of directors on August 19, 2026. These Incentive Units are fully vested. F2 · derivative.exercise_date: Incentive Units are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F1 · derivative.expiration_date: Represents performance-based incentive units of Medline Holdings, LP ("Incentive Units"), that were earned as a result of the achievement of certain performance criteria as certified by the compensation committee of the Issuer's board of directors on August 19, 2026. These Incentive Units are fully vested. F2 · derivative.expiration_date: Incentive Units are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.expiration_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F2 · ownership.nature: Incentive Units are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · ownership.nature: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F4 · ownership.nature: These securities are held by a trust, of which the Reporting Person is a trustee. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:53 UTC | Medline Inc. MDLN · Entity 3040 | Tax withholdingClass A Common Stock | 1,889 | $36.61 | $69,156.29 |
DisclosureSEC source: 0001193125-26-274330 · ownership.xml · nonDerivative · entry 1 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,899 F1 · kind: Reflects shares withheld to satisfy the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantClass A Common Stock | 25,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096652 · ownership.xml · nonDerivative · entry 1 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,788 F1 · kind: Represents a grant of restricted stock units, of which 25% vest on June 15, 2026 and the remaining 75% vest in three equal annual installments beginning on March 1, 2027. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 272,725 | Not disclosed Strike: $27.68 | Not disclosed |
DisclosureSEC source: 0001193125-26-096652 · ownership.xml · derivative · entry 5 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 272,725 Underlying: Class A Common Stock · 272,725 shares Expires not disclosed F2 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_price: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F4 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F4 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F9 · derivative.exercise_date: These Incentive Units vest in five equal annual installments beginning on March 28, 2026. F2 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.expiration_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F9 · derivative.expiration_date: These Incentive Units vest in five equal annual installments beginning on March 28, 2026. F2 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · ownership.nature: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F5 · ownership.nature: These securities are held by a trust, of which the Reporting Person is a trustee. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 476,031 | Not disclosed Strike: $19.01 | Not disclosed |
DisclosureSEC source: 0001193125-26-096652 · ownership.xml · derivative · entry 4 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 476,031 Underlying: Class A Common Stock · 476,031 shares Expires not disclosed F2 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_price: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F4 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F4 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F8 · derivative.exercise_date: 20% of these Incentive Units have vested, and the remaining 80% vest in four equal annual installments beginning on March 29, 2026. F2 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.expiration_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F8 · derivative.expiration_date: 20% of these Incentive Units have vested, and the remaining 80% vest in four equal annual installments beginning on March 29, 2026. F2 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · ownership.nature: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F5 · ownership.nature: These securities are held by a trust, of which the Reporting Person is a trustee. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 106,377 | Not disclosed Strike: $15.23 | Not disclosed |
DisclosureSEC source: 0001193125-26-096652 · ownership.xml · derivative · entry 3 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 106,377 Underlying: Class A Common Stock · 106,377 shares Expires not disclosed F2 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_price: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F4 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F4 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F7 · derivative.exercise_date: 40% of these Incentive Units have vested, and the remaining 60% vest in three equal annual installments beginning on April 1, 2026. F2 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.expiration_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F7 · derivative.expiration_date: 40% of these Incentive Units have vested, and the remaining 60% vest in three equal annual installments beginning on April 1, 2026. F2 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · ownership.nature: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F5 · ownership.nature: These securities are held by a trust, of which the Reporting Person is a trustee. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 692,765 | Not disclosed Strike: $14.58 | Not disclosed |
DisclosureSEC source: 0001193125-26-096652 · ownership.xml · derivative · entry 2 Miller Stephen L · CIK 0002060964 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 692,765 Underlying: Class A Common Stock · 692,765 shares Expires not disclosed F2 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_price: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F4 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F4 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.exercise_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F6 · derivative.exercise_date: 60% of these Incentive Units have vested, and the remaining 40% vest in two equal annual installments beginning on July 1, 2026. F2 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · derivative.expiration_date: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F6 · derivative.expiration_date: 60% of these Incentive Units have vested, and the remaining 40% vest in two equal annual installments beginning on July 1, 2026. F2 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Medline Holdings, LP ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of the Issuer's Class A common stock ("Class A Common Stock")) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F3 · ownership.nature: (Continued from Footnote 2 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of an exchange agreement, dated as of December 16, 2025. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F5 · ownership.nature: These securities are held by a trust, of which the Reporting Person is a trustee. 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.