Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | EVP & President, Neuroscience | July 31, 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.
Medtronic plc
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 28,467 |
Reported balance
After 2026-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-31 · Tax withholding · Disposed 1,739 · Balance 28,467 F1: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I. F2: Includes 188 shares acquired through dividend reinvestment since the last report filed by the reporting person. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 35,390 |
Reported balance
After 2026-08-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-03 · Grant · Acquired 6,923 · Balance 35,390 F3: 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 | 17,306 |
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 17,306 · Balance 17,306 F4: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F5: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F6: 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, 17,306 shares will be issued. If maximum performance metrics are achieved, 41,534 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 | 49,167 |
Reported balance
After 2026-08-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-03 · Grant · Acquired 49,167 · Balance 49,167 F7: 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 shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I.
F2: Includes 188 shares acquired through dividend reinvestment since the last report filed by the reporting person.
F3: Represents restricted stock units that vest 100% on the third anniversary of the date of grant.
F4: Each performance share unit represents a contingent right to receive one share of Medtronic common stock.
F5: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029.
F6: 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, 17,306 shares will be issued. If maximum performance metrics are achieved, 41,534 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares.
F7: 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 | 49,167 | $0.00 Strike: $86.68 | $0.00 |
DisclosureSEC source: 0002137804-26-000004 · wk-form4_1785887983.xml · derivative · entry 4 Thompson Kweli · CIK 0002137804 · EVP & President, Neuroscience 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,167 Underlying: Ordinary Shares · 49,167 shares Expires 2036-08-03 F7 · 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 | 17,306 | $0.00 | $0.00 |
DisclosureSEC source: 0002137804-26-000004 · wk-form4_1785887983.xml · derivative · entry 3 Thompson Kweli · CIK 0002137804 · EVP & President, Neuroscience 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,306 Underlying: Ordinary Shares · 17,306 shares Expires not disclosed F4 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F5 · derivative.exercise_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F5 · derivative.expiration_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F6 · 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, 17,306 shares will be issued. If maximum performance metrics are achieved, 41,534 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 | 6,923 | $0.00 | $0.00 |
DisclosureSEC source: 0002137804-26-000004 · wk-form4_1785887983.xml · nonDerivative · entry 2 Thompson Kweli · CIK 0002137804 · EVP & President, Neuroscience 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,390 F3 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 23:59 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 1,739 | $85.39 | $148,493.21 |
DisclosureSEC source: 0002137804-26-000004 · wk-form4_1785887983.xml · nonDerivative · entry 1 Thompson Kweli · CIK 0002137804 · EVP & President, Neuroscience 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,467 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 188 shares acquired through dividend reinvestment since the last report filed by the reporting person. 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.