Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | EVP & Chief Financial Officer | 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.
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 | 49,645 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 11,537 · Balance 49,645 F1: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. F2: Includes 534 shares acquired through dividend reinvestment since the last report filed by the reporting person. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 28,842 |
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 28,842 · Balance 28,842 F3: Each performance share unit represents a contingent right to receive one share of Medtronic common stock. F4: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. F5: 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, 28,842 shares will be issued. If maximum performance metrics are achieved, 69,221 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 | 81,945 |
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 81,945 · Balance 81,945 F6: 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: Includes 534 shares acquired through dividend reinvestment since the last report filed by the reporting person.
F3: Each performance share unit represents a contingent right to receive one share of Medtronic common stock.
F4: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029.
F5: 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, 28,842 shares will be issued. If maximum performance metrics are achieved, 69,221 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares.
F6: 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 | 81,945 | $0.00 Strike: $86.68 | $0.00 |
DisclosureSEC source: 0002056622-26-000003 · wk-form4_1785887944.xml · derivative · entry 3 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,945 Underlying: Ordinary Shares · 81,945 shares Expires 2036-08-03 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 |
| August 03, 2026 Filed Aug 4, 2026 23:59 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 28,842 | $0.00 | $0.00 |
DisclosureSEC source: 0002056622-26-000003 · wk-form4_1785887944.xml · derivative · entry 2 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,842 Underlying: Ordinary Shares · 28,842 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 27, 2029. F4 · derivative.expiration_date: Represents performance share units for which certain performance conditions will have been satisfied on April 27, 2029. 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, 28,842 shares will be issued. If maximum performance metrics are achieved, 69,221 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 | 11,537 | $0.00 | $0.00 |
DisclosureSEC source: 0002056622-26-000003 · wk-form4_1785887944.xml · nonDerivative · entry 1 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,645 F1 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. F2 · balance_after: Includes 534 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:22 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 2,976 | $96.71 | $287,808.96 |
DisclosureSEC source: 0001613103-26-000003 · wk-form4_1772749333.xml · nonDerivative · entry 1 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,574 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 592 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:25 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 61,338 | $0.00 Strike: $91.97 | $0.00 |
DisclosureSEC source: 0001613103-25-000114 · wk-form4_1753907144.xml · derivative · entry 3 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,338 Underlying: Ordinary Shares · 61,338 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 20:25 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Units · Derivative | 21,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000114 · wk-form4_1753907144.xml · derivative · entry 2 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,747 Underlying: Performance Share Unit · 21,747 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, 21,747 shares will be issued. If maximum performance metrics are achieved, 43,494 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 20:25 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000114 · wk-form4_1753907144.xml · nonDerivative · entry 1 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,958 F1 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. F2 · balance_after: Includes 505 shares acquired through dividend reinvestment since the last report filed by the reporting person. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:22 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 29,574 | $0.00 Strike: $94.30 | $0.00 |
DisclosureSEC source: 0001613103-25-000029 · wk-form4_1741213320.xml · derivative · entry 4 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,574 Underlying: Ordinary Shares · 29,574 shares Expires 2035-03-03 F6 · derivative.exercise_date: The options are exercisable in four annual installments beginning one year from the date of grant. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:22 UTC | Medtronic plc MDT · Entity 2888 | GrantPerformance Share Unit · Derivative | 10,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000029 · wk-form4_1741213320.xml · derivative · entry 3 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,605 Underlying: Performance Share Units · 10,605 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: Vests on April 30, 2027. F4 · derivative.expiration_date: Vests on April 30, 2027. 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, 10,605 shares will be issued. If maximum performance metrics are achieved, 21,210 shares will be issued. If minimum performance metrics are not met, such PSUs may vest at 0 shares. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:22 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 26,512 | $94.30 | $2,500,081.60 |
DisclosureSEC source: 0001613103-25-000029 · wk-form4_1741213320.xml · nonDerivative · entry 2 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,754 F2 · shares: Represents restricted stock units that vest in three annual installments beginning one year from the date of grant. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:22 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 4,242 | $94.30 | $400,020.60 |
DisclosureSEC source: 0001613103-25-000029 · wk-form4_1741213320.xml · nonDerivative · entry 1 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,242 F1 · shares: Represents restricted stock units that vest 100% on the third anniversary of the date of grant. Read SEC document |
| March 03, 2025 Filed Mar 10, 2025 21:02 UTC Amendment | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 29,574 | $0.00 Strike: $94.30 | $0.00 |
DisclosureSEC source: 0001613103-25-000032 · wk-form4a_1741640528.xml · derivative · entry 3 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,574 Underlying: Ordinary Shares · 29,574 shares Expires 2035-03-03 F3 · derivative.exercise_date: Form 4 filed 3/5/2025 reported incorrect vesting information for options due to an administrative error. The purpose of this amendment is to correct the vesting description to state: The options are exercisable in four equal annual installments on July 29th of 2025, 2026, 2027 and 2028. Read SEC document |
| March 03, 2025 Filed Mar 10, 2025 21:02 UTC Amendment | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 26,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000032 · wk-form4a_1741640528.xml · nonDerivative · entry 2 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,754 F2 · price: Form 4 filed 3/5/2025 reported incorrect pricing information for restricted stock units due to an administrative error. The purpose of this amendment is to reflect that restricted stock units were received as a grant, for no consideration. Read SEC document |
| March 03, 2025 Filed Mar 10, 2025 21:02 UTC Amendment | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 4,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001613103-25-000032 · wk-form4a_1741640528.xml · nonDerivative · entry 1 Pieton Thierry · CIK 0002056622 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,242 F1 · shares: Form 4 filed 3/5/2025 reported incorrect vesting information for restricted stock units due to an administrative error. The purpose of this amendment is to correct the vesting description to state: Represents restricted stock units that vest 100% on July 29, 2027. F2 · price: Form 4 filed 3/5/2025 reported incorrect pricing information for restricted stock units due to an administrative error. The purpose of this amendment is to reflect that restricted stock units were received as a grant, for no consideration. 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.