organization · Reporting owner
Mozart Holdco, Inc.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medline Inc.MDLN · Entity 3040 | 10% owner | August 06, 2026 | August 07, 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 06, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 787,648 |
Reported balance
After 2026-08-06 transaction · row 1
1 source rowRow 1 · 2026-08-06 · Conversion · Acquired 500,000 · Balance 787,648 F1: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). |
| Class B Common StockSEC Table I · non-derivative | Direct | 233,520,656 |
Reported balance
After 2026-08-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-06 · Other · Disposed 500,000 · Balance 233,520,656 F1: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2: Shares of Class B Common Stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. |
| Common Units of Medline Holdings, LPSEC Table II · derivative / convertible security | Direct | 233,520,656 |
Reported balance
After 2026-08-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-06 · Conversion · Disposed 500,000 · Balance 233,520,656 F3: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F1: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b).
F2: Shares of Class B Common Stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled.
F3: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire.
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 06, 2026 Filed Aug 7, 2026 20:30 UTC | Medline Inc. MDLN · Entity 3040 | ConversionCommon Units of Medline Holdings, LP · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-092738 · tm2622619-1_4seq1.xml · derivative · entry 3 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,520,656 Underlying: Class A Common Stock · 500,000 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. F3 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F3 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F3 · derivative.expiration_date: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Read SEC document |
| August 06, 2026 Filed Aug 7, 2026 20:30 UTC | Medline Inc. MDLN · Entity 3040 | OtherClass B Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-092738 · tm2622619-1_4seq1.xml · nonDerivative · entry 2 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,520,656 F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2 · shares: Shares of Class B Common Stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2 · balance_after: Shares of Class B Common Stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. Read SEC document |
| August 06, 2026 Filed Aug 7, 2026 20:30 UTC | Medline Inc. MDLN · Entity 3040 | ConversionClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-092738 · tm2622619-1_4seq1.xml · nonDerivative · entry 1 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787,648 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. F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:17 UTC | Medline Inc. MDLN · Entity 3040 | ConversionCommon Units of Medline Holdings, LP · Derivative | 253,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-327207 · ownership.xml · derivative · entry 3 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,020,656 Underlying: Class A Common Stock · 253,165 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. F3 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F3 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F3 · derivative.expiration_date: Pursuant to the terms of the Exchange Agreement, holders have the right to exchange their Common Units for shares of Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:17 UTC | Medline Inc. MDLN · Entity 3040 | OtherClass B Common Stock | 253,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-327207 · ownership.xml · nonDerivative · entry 2 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,020,656 F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2 · shares: Shares of Class B common stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A common stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F2 · balance_after: Shares of Class B common stock have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon an exchange of Common Units for shares of Class A common stock, an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. Read SEC document |
| December 18, 2025 Filed Dec 20, 2025 00:17 UTC | Medline Inc. MDLN · Entity 3040 | ConversionClass A Common Stock | 253,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-327207 · ownership.xml · nonDerivative · entry 1 Mozart Holdco, Inc. · CIK 0002095472 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,648 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. F1 · kind: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). F1 · price: Reflects an exchange of common units of Medline Holdings, LP ("Common Units"), together with the cancellation of the same number of shares of the Issuer's Class B common stock ("Class B Common Stock"), for an equal number of shares of the Issuer's Class A common stock ("Class A Common Stock"), pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"). Transactions are exempt from Section 16(b) in reliance on Rule 16b-6(b). 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.