Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | EVP and General Counsel | November 26, 2024 | December 03, 2024 |
| Medtronic plcMDT · Entity 2888 | EVP, GC and Secretary | August 03, 2026 | August 04, 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.
BECTON DICKINSON & CO
Report date November 26, 2024 · Filed December 03, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Rights to Common Stock Under Deferred Compensation PlanSEC Table II · derivative / convertible security · Conversion / exercise price $224.25 | Direct | 416 |
Reported balance
After 2024-11-26 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-11-26 · Grant · Acquired 416 · Balance 416 F1: The securities are distributed following termination of the reporting person's employment or on the date or dates specified by the reporting person. F2: This Form 4A amends the Form 4 filed by the reporting person on November 29, 2024 to correct the reported Number of Derivative Securities Beneficially Owned Following Reported Transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities are distributed following termination of the reporting person's employment or on the date or dates specified by the reporting person.
F2: This Form 4A amends the Form 4 filed by the reporting person on November 29, 2024 to correct the reported Number of Derivative Securities Beneficially Owned Following Reported Transaction.
Medtronic plc
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 26,721 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 6,346 · Balance 26,721 F1: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 15,863 |
Reported balance
After 2026-08-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-03 · Grant · Acquired 15,863 · Balance 15,863 F2: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F3: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F4: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 15,863 shares will be issued. If maximum performance metrics are achieved, 38,071 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.68 · Expires 2036-08-03 | Direct | 45,070 |
Reported balance
After 2026-08-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-03 · Grant · Acquired 45,070 · Balance 45,070 F5: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest 100% on the third anniversary of the date of grant.
F2: Each performance share unit represents a contingent right to receive one share of Medtronic common stock.
F3: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029.
F4: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 15,863 shares will be issued. If maximum performance metrics are achieved, 38,071 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares.
F5: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant.
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 03, 2026 Filed Aug 4, 2026 23:59 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 45,070 | $0.00 Strike: $86.68 | $0.00 |
DisclosureSEC source: 0001964281-26-000004 · wk-form4_1785887963.xml · derivative · entry 3 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,070 Underlying: Ordinary Shares · 45,070 shares Expires 2036-08-03 F5 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 23:59 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 15,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001964281-26-000004 · wk-form4_1785887963.xml · derivative · entry 2 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,863 Underlying: Ordinary Shares · 15,863 shares Expires not disclosed F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F3 · derivative.exercise_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F3 · derivative.expiration_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F4 · derivative.underlying_shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 15,863 shares will be issued. If maximum performance metrics are achieved, 38,071 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 23:59 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 6,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001964281-26-000004 · wk-form4_1785887963.xml · nonDerivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,721 F1 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. Read SEC document |
| July 28, 2026 Filed Jul 29, 2026 21:00 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 2,069 | $86.88 | $179,754.72 |
DisclosureSEC source: 0001964281-26-000002 · wk-form4_1785358847.xml · nonDerivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,375 F1 · shares: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I. F2 · balance_after: Includes 697 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:27 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 38,336 | $0.00 Strike: $91.97 | $0.00 |
DisclosureSEC source: 0001613103-25-000115 · wk-form4_1753907226.xml · derivative · entry 4 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,336 Underlying: Ordinary Shares · 38,336 shares Expires 2035-07-28 F6 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:27 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 13,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000115 · wk-form4_1753907226.xml · derivative · entry 3 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,592 Underlying: Performance Share Unit · 13,592 shares Expires not disclosed F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F4 · derivative.exercise_date: Represents performance share units for which certain performance conditions will have been satisfied on April 28, 2028. F4 · derivative.expiration_date: Represents performance share units for which certain performance conditions will have been satisfied on April 28, 2028. F5 · derivative.underlying_shares: The number of shares to be issued in connection with the performance share units ("PSUs") will vary depending on the level of certain performance metrics achieved over a three (3) year performance period. If target performance metrics are achieved, 13,592 shares will be issued. If maximum performance metrics are achieved, 27,184 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:27 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 16,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000115 · wk-form4_1753907226.xml · nonDerivative · entry 2 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,747 F2 · shares: Represents restricted stock units that vest in three annual installments beginning one year from the date of grant. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:27 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 5,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000115 · wk-form4_1753907226.xml · nonDerivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP, GC and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,437 F1 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 15:05 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under Deferred Compensation Plan · Derivative | 416 | $0.00 Strike: $224.25 | $0.00 |
DisclosureSEC source: 0001062993-24-019808 · form4.xml · derivative · entry 5 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,984 Underlying: Common Stock · 416 shares Expires not disclosed F5 · derivative.exercise_date: The securities are distributed following termination of the reporting person's employment or on the date or dates specified by the reporting person. F5 · derivative.expiration_date: The securities are distributed following termination of the reporting person's employment or on the date or dates specified by the reporting person. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 15:05 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 7,568 | $0.00 Strike: $224.25 | $0.00 |
DisclosureSEC source: 0001062993-24-019808 · form4.xml · derivative · entry 4 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,568 Underlying: Common Stock · 7,568 shares Expires 2034-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2025. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 15:05 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-019808 · form4.xml · nonDerivative · entry 3 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,927 F3 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (2) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 15:05 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 416 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-019808 · form4.xml · nonDerivative · entry 2 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,303 F2 · shares: Represents shares received upon vesting of performance based equity award. Read SEC document |
| November 26, 2024 Filed Nov 29, 2024 15:05 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-019808 · form4.xml · nonDerivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,887 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| November 26, 2024 Filed Dec 3, 2024 19:14 UTC Amendment | BECTON DICKINSON & CO BDX · Entity 2498 | GrantRights to Common Stock Under Deferred Compensation Plan · Derivative | 416 | $0.00 Strike: $224.25 | $0.00 |
DisclosureSEC source: 0001062993-24-019910 · form4a.xml · derivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416 Underlying: Common Stock · 416 shares Expires not disclosed F1 · derivative.exercise_date: The securities are distributed following termination of the reporting person's employment or on the date or dates specified by the reporting person. F1 · derivative.expiration_date: The securities are distributed following termination of the reporting person's employment or on the date or dates specified by the reporting person. F2 · balance_after: This Form 4A amends the Form 4 filed by the reporting person on November 29, 2024 to correct the reported Number of Derivative Securities Beneficially Owned Following Reported Transaction. Read SEC document |
| November 26, 2023 Filed Nov 29, 2023 01:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 6,679 | $0.00 Strike: $238.89 | $0.00 |
DisclosureSEC source: 0001062993-23-021547 · form4.xml · derivative · entry 4 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,679 Underlying: Common Stock · 6,679 shares Expires 2033-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2024. Read SEC document |
| November 26, 2023 Filed Nov 29, 2023 01:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021547 · form4.xml · nonDerivative · entry 3 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,955 F3 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (2) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2023 Filed Nov 29, 2023 01:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021547 · form4.xml · nonDerivative · entry 2 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,395 F2 · shares: Represents shares received upon vesting of performance based equity award. Read SEC document |
| November 26, 2023 Filed Nov 29, 2023 01:19 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021547 · form4.xml · nonDerivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,486 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| May 01, 2023 Filed May 2, 2023 22:18 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-009973 · form4.xml · nonDerivative · entry 1 Quinn Michelle · CIK 0001964281 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,280 F1 · shares: Represents shares withheld for payment of withholding taxes in connection with the vesting of restricted stock units previously reported on Table I. 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.