Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | CFO and EVP of Administration | November 26, 2021 | November 30, 2021 |
| Embecta Corp.EMBC · Entity 5950 | Director | February 11, 2026 | February 13, 2026 |
| Encompass Health CorpEHC · Entity 3460 | Director | July 15, 2026 | July 16, 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, 2021 · Filed November 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,524 |
Ending reported balance
After 2021-11-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-11-26 · Grant · Acquired 2,053 · Balance 29,711 F1: Represents shares vesting under performance units granted on November 26, 2018. Row 2 · 2021-11-26 · Tax withholding · Disposed 1,132 · Balance 28,579 F2: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I. Row 3 · 2021-11-26 · Grant · Acquired 2,945 · Balance 31,524 F3: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares vesting under performance units granted on November 26, 2018.
F2: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I.
F3: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan.
Embecta Corp.
Report date February 11, 2026 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,122.208 |
Reported balance
After 2026-02-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 22,841 · Balance 70,122.208 F1: The number of shares reported in Column 5 of Table I includes shares received by the reporting person as stock dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares reported in Column 5 of Table I includes shares received by the reporting person as stock dividends.
Encompass Health Corp
Report date July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Encompass Health Common StockSEC Table I · non-derivative | Direct | 17,777 |
Ending reported balance
After 2026-07-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-15 · Grant · Acquired 21 · Balance 17,458 F1: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account in connection with common stock dividend payments, The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On July 15, 2026, Encompass Health paid a dividend on its common stock of $0.19 per share and the closing price was $109.88. The transaction reported on this Form 4 is an award of RSUs as sociated with that dividend payment. Row 2 · 2026-07-16 · Grant · Acquired 319 · Balance 17,777 F2: The Directors Deferred Stock Investment Plan of the Company is a non-qualified deferral plan adopted and approved by the Board of Directors, effective November 1, 2007, allowing non-employee directors to make elections during 2025 to defer fixed percentages of their director fees for 2026. The amount each participant defers under the Plan is deducted, on a quarterly basis, from the director's fees the participant would otherwise have received in cash. The deferred fees fund the purchase of the Company's common stock by the Plan administrator in the market for the account of each participating director, and under the terms of the Plan, such stock is entitled to cash dividends that are reinvested by the Plan administrator in the Company's common stock. The number reported represents shares purchased with the quarterly fee deferral and the dividend of $0.19 per share paid on July 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account in connection with common stock dividend payments, The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On July 15, 2026, Encompass Health paid a dividend on its common stock of $0.19 per share and the closing price was $109.88. The transaction reported on this Form 4 is an award of RSUs as sociated with that dividend payment.
F2: The Directors Deferred Stock Investment Plan of the Company is a non-qualified deferral plan adopted and approved by the Board of Directors, effective November 1, 2007, allowing non-employee directors to make elections during 2025 to defer fixed percentages of their director fees for 2026. The amount each participant defers under the Plan is deducted, on a quarterly basis, from the director's fees the participant would otherwise have received in cash. The deferred fees fund the purchase of the Company's common stock by the Plan administrator in the market for the account of each participating director, and under the terms of the Plan, such stock is entitled to cash dividends that are reinvested by the Plan administrator in the Company's common stock. The number reported represents shares purchased with the quarterly fee deferral and the dividend of $0.19 per share paid on July 15, 2026.
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 |
|---|---|---|---|---|---|---|
| November 26, 2021 Filed Nov 30, 2021 17:46 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 2,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-21-000053 · edgar.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,711 F1 · shares: Represents shares vesting under performance units granted on November 26, 2018. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 13:34 UTC | Encompass Health Corp EHC · Entity 3460 | GrantEncompass Health Common Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027258 · form4.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207 F1 · shares: Pursuant to outstanding restricted stock unit award agreements, additional restricted stock units ("RSUs") are credited to each non-employee director's account in connection with common stock dividend payments. The number of RSUs credited is equal to (a) the product of (i) the number of the RSUs in each director's account on the associated dividend record date and (ii) the per share dividend, divided by (b) the closing price on the dividend payment date. On October 15, 2021, Encompass Health paid a dividend on its common stock of $0.28 per share and the closing price was $67.62. The transaction reported on this Form 4 is an award of RSUs associated with that dividend payment. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 17:03 UTC | Encompass Health Corp EHC · Entity 3460 | GrantEncompass Health Common Stock | 1,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026408 · form4.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 F1 · shares: Award of restricted stock units pursuant to the Corporation's 2016 Omnibus Performance Incentive Plan. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 21:51 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 9,716 | $0.00 Strike: $227.47 | $0.00 |
DisclosureSEC source: 0001543407-20-000052 · edgar.xml · derivative · entry 4 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,716 Underlying: Common Stock · 9,716 shares Expires 2030-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in three annual installments beginning November 26, 2021. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 21:51 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 29,912 | $0.00 Strike: $227.47 | $0.00 |
DisclosureSEC source: 0001543407-20-000052 · edgar.xml · derivative · entry 3 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,912 Underlying: Common Stock · 29,912 shares Expires 2030-11-26 F3 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2021. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 21:51 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 1,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-20-000052 · edgar.xml · nonDerivative · entry 2 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,658 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2020 Filed Nov 30, 2020 21:51 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 2,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-20-000052 · edgar.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,582 F1 · shares: Represents shares vesting under performance units granted on November 26, 2017. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 18:33 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 27,778 | $0.00 Strike: $255.22 | $0.00 |
DisclosureSEC source: 0001543407-19-000057 · edgar.xml · derivative · entry 3 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,778 Underlying: Common Stock · 27,778 shares Expires 2029-11-26 F3 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2020. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 18:33 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 3,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-19-000057 · edgar.xml · nonDerivative · entry 2 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,210 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 18:33 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 4,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-19-000057 · edgar.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,957 F1 · shares: Represents shares vesting under performance units granted on November 26, 2016. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 21:01 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 22,043 | $0.00 Strike: $242.10 | $0.00 |
DisclosureSEC source: 0001543407-18-000084 · edgar.xml · derivative · entry 4 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,043 Underlying: Common Stock · 22,043 shares Expires 2028-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2019. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 21:01 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 2,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000084 · edgar.xml · nonDerivative · entry 3 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,084 F3 · 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, 2018 Filed Nov 28, 2018 21:01 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 5,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000084 · edgar.xml · nonDerivative · entry 2 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,662 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 21:01 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 7,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000084 · edgar.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,923 F1 · shares: Represents shares vesting under performance units granted on November 26, 2015. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 19:35 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 28,559 | $0.00 Strike: $226.28 | $0.00 |
DisclosureSEC source: 0001543407-17-000053 · edgar.xml · derivative · entry 4 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,559 Underlying: Common Stock · 28,559 shares Expires 2027-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2018. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 19:35 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 2,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000053 · edgar.xml · nonDerivative · entry 3 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,397 F3 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| November 25, 2017 Filed Nov 28, 2017 19:35 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 6,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000053 · edgar.xml · nonDerivative · entry 2 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,418 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with (A) vesting of the performance units referred to in footnote (1) and (B) the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 25, 2017 Filed Nov 28, 2017 19:35 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 8,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-17-000053 · edgar.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,185 F1 · shares: Represents shares vesting under performance units granted on November 25, 2014. Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 15:41 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 32,661 | $0.00 Strike: $170.69 | $0.00 |
DisclosureSEC source: 0001543407-16-000137 · edgar.xml · derivative · entry 4 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,661 Underlying: Common Stock · 32,661 shares Expires 2026-11-26 F4 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning November 26, 2017. Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 15:41 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 3,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000137 · edgar.xml · nonDerivative · entry 3 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,774 F3 · 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, 2016 Filed Nov 29, 2016 15:41 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | Tax withholdingCommon Stock | 7,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000137 · edgar.xml · nonDerivative · entry 2 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,443 F2 · shares: Represents shares withheld for payment of withholding taxes in connection with vesting of the performance units referred to in footnote (1) and the vesting of restricted stock units as previously reported on Table I. Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 15:41 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 10,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-16-000137 · edgar.xml · nonDerivative · entry 1 Reidy Christopher R · CIK 0001290907 · CFO and EVP of Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,202 F1 · shares: Represents shares vesting under performance units granted on November 26, 2013. 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.