Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALIGN TECHNOLOGY INCALGN · Entity 3488 | Director | May 20, 2026 | May 22, 2026 |
| Change Healthcare Inc.CHNG · Entity 15437 | Director | June 27, 2019 | June 27, 2019 |
| Cheniere Energy, Inc.LNG · Entity 3001 | Director | July 14, 2026 | July 16, 2026 |
| MCKESSON CORPMCK · Entity 2904 | EVP & CFO | May 23, 2026 | May 27, 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.
ALIGN TECHNOLOGY INC
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,443 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Exercise / conversion · Acquired 1,443 · Balance 1,443 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-20 · Exercise / conversion · Disposed 1,443 · Balance 0 F1: 100% of the restricted stock units ("RSUs") granted on July 2, 2025 vested on May 20, 2026 and shares were delivered to the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,836 |
Reported balance
After 2026-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-20 · Grant · Acquired 1,836 · Balance 1,836 F2: 100% of the RSUs granted on May 20, 2026 will become vested on the earlier of (i) May 20, 2027 or (ii) the date of the next annual meeting of stockholders. Shares will be delivered to the Reporting Person on such vesting date assuming the continued service of the Reporting Person on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the restricted stock units ("RSUs") granted on July 2, 2025 vested on May 20, 2026 and shares were delivered to the Reporting Person.
F2: 100% of the RSUs granted on May 20, 2026 will become vested on the earlier of (i) May 20, 2027 or (ii) the date of the next annual meeting of stockholders. Shares will be delivered to the Reporting Person on such vesting date assuming the continued service of the Reporting Person on such vesting date.
Change Healthcare Inc.
Report date June 27, 2019 · Filed June 27, 2019
This filing explicitly reported no securities owned.
Cheniere Energy, Inc.
Report date July 14, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2026-07-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,000 |
MCKESSON CORP
Report date May 23, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,953.377 |
Ending reported balance
After 2026-05-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-23 · Exercise / conversion · Acquired 1,476 · Balance 22,534.377 Row 2 · 2026-05-23 · Tax withholding · Disposed 581 · Balance 21,953.377 F1: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-23 · Exercise / conversion · Disposed 1,476 · Balance 0 F2: These RSUs vested as to 1/3 on 5/23/2024, 1/3 on 5/23/2025 and 1/3 on 5/23/2026. |
| Common StockSEC Table I · non-derivative | IndirectBy the McKesson Corporation 401(k) Retirement Savings Plan | 552.2562 |
Reported balance
Holding disclosure · report date 2026-05-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 552.2562 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.
F2: These RSUs vested as to 1/3 on 5/23/2024, 1/3 on 5/23/2025 and 1/3 on 5/23/2026.
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 |
|---|---|---|---|---|---|---|
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 885 | $0.00 Strike: $183.37 | $0.00 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · derivative · entry 10 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 885 shares Expires 2022-11-03 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. F2 · derivative.exercise_date: This option vested 25% on November 3, 2016, 25% on November 3, 2017, 25% on November 3, 2018 and 25% on November 3, 2019. Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,391 | $203.22 | $282,679.02 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 8 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,781.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,391 | $182.77 | $254,233.07 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 7 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,172.377 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 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 5,563 | $203.22 | $1,130,512.86 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 6 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,781.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 5,563 | $182.77 | $1,016,749.51 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 5 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,344.377 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 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 885 | $203.22 | $179,849.70 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,781.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 885 | $183.37 | $162,282.45 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 3 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,666.377 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 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 6,575 | $205.00 | $1,347,875.00 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,781.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| September 13, 2021 Filed Sep 15, 2021 16:30 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 7,671 | $203.22 | $1,558,900.62 |
DisclosureSEC source: 0001062993-21-008616 · form4.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,356.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated August 12, 2021 in compliance with Rule 10b5-1(c). Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 19:18 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 3,000 | $0.00 Strike: $191.81 | $0.00 |
DisclosureSEC source: 0001598100-21-000052 · edgar.xml · derivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2021-08-05 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. F2 · derivative.exercise_date: This option vested 25% on August 5, 2015, 25% on August 5, 2016, 25% on August 5, 2017 and 25% on August 5, 2018. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 19:18 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 2,889 | $205.22 | $592,880.58 |
DisclosureSEC source: 0001598100-21-000052 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,027.377 F1 · shares: Represents the net exercise of an outstanding stock option. The reporting person received 111 shares of common stock upon the exercise of an option to purchase 3,000 shares of common stock. The Company withheld 2,889 shares for payment of the exercise price and tax withholding. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 19:18 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 3,000 | $191.81 | $575,430.00 |
DisclosureSEC source: 0001598100-21-000052 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,916.377 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. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:34 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,427 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000037 · edgar.xml · derivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,427 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. F2 · derivative.exercise_date: These RSUs will vest 100% on 5/30/2021. F2 · derivative.expiration_date: These RSUs will vest 100% on 5/30/2021. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:34 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 562 | $192.39 | $108,123.18 |
DisclosureSEC source: 0001598100-21-000037 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,916.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:34 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000037 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,478.377 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. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:02 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 2,904 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000028 · edgar.xml · derivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,810 Underlying: Common Stock · 2,904 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. F2 · derivative.exercise_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:02 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 1,143 | $194.30 | $222,084.90 |
DisclosureSEC source: 0001598100-21-000028 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,051.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:02 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 2,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000028 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,194.377 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. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:56 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 17,105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000018 · edgar.xml · derivative · entry 7 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,105 Underlying: Common Stock · 17,105 shares Expires not disclosed F4 · derivative.exercise_date: These RSUs will vest 100% on 5/25/2022. F4 · derivative.expiration_date: These RSUs will vest 100% on 5/25/2022. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:56 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 7,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000018 · edgar.xml · derivative · entry 6 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,143 Underlying: Common Stock · 7,143 shares Expires not disclosed F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:56 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 6,731 | $196.02 | $1,319,410.62 |
DisclosureSEC source: 0001598100-21-000018 · edgar.xml · nonDerivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,290.377 F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:56 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 17,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000018 · edgar.xml · nonDerivative · entry 3 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,021.377 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:56 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 3,408 | $196.02 | $668,036.16 |
DisclosureSEC source: 0001598100-21-000018 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,916.377 F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:56 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 8,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000018 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,324.377 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| May 23, 2021 Filed May 25, 2021 21:38 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000017 · edgar.xml · derivative · entry 7 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,101 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_date: These RSUs will vest 50% on 5/23/2019, 50% on 5/23/2021. F3 · derivative.expiration_date: These RSUs will vest 50% on 5/23/2019, 50% on 5/23/2021. Read SEC document |
| May 23, 2021 Filed May 25, 2021 21:38 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 434 | $202.68 | $87,963.12 |
DisclosureSEC source: 0001598100-21-000017 · edgar.xml · nonDerivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,608.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 23, 2021 Filed May 25, 2021 21:38 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000017 · edgar.xml · nonDerivative · entry 3 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,042.377 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. Read SEC document |
| May 21, 2021 Filed May 25, 2021 21:38 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 3,117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000017 · edgar.xml · derivative · entry 6 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,117 Underlying: Common Stock · 3,117 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. F2 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. Read SEC document |
| May 21, 2021 Filed May 25, 2021 21:38 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 1,227 | $202.68 | $248,688.36 |
DisclosureSEC source: 0001598100-21-000017 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,941.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 21, 2021 Filed May 25, 2021 21:38 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 3,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000017 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,168.377 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. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:37 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 4,339 | $0.00 Strike: $159.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000003 · edgar.xml · derivative · entry 5 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447 Underlying: Common Stock · 4,339 shares Expires 2024-05-23 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 · shares: Exercise and sale pursuant to a previously adopted plan dated 11/11/2020 in compliance with Rule 10b5-1(c). F2 · derivative.exercise_date: This option vested 25% on May 23, 2018, 25% on May 23, 2019, 25% on May 23, 2020 and 25% on May 23, 2021 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:37 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 4,339 | $185.00 | $802,715.00 |
DisclosureSEC source: 0001598100-21-000003 · edgar.xml · nonDerivative · entry 3 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated 11/11/2020 in compliance with Rule 10b5-1(c). Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:37 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 4,339 | $159.00 | $689,901.00 |
DisclosureSEC source: 0001598100-21-000003 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,390.377 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 · shares: Exercise and sale pursuant to a previously adopted plan dated 11/11/2020 in compliance with Rule 10b5-1(c). Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:37 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 4,718 | $185.00 | $872,830.00 |
DisclosureSEC source: 0001598100-21-000003 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051.377 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated 11/11/2020 in compliance with Rule 10b5-1(c). Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 6,324 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001598100-20-000063 · edgar.xml · derivative · entry 8 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,648 Underlying: Common Stock · 6,324 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. F4 · derivative.exercise_date: This option vested 25% on May 30, 2019, 25% on May 30, 2020, 25% on May 30, 2021 and 25% on May 30, 2022. F4 · derivative.expiration_date: This option vested 25% on May 30, 2019, 25% on May 30, 2020, 25% on May 30, 2021 and 25% on May 30, 2022. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 6,324 | $165.00 | $1,043,460.00 |
DisclosureSEC source: 0001598100-20-000063 · edgar.xml · nonDerivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,766 F2 · shares: Sale in accordance with a previously adopted plan dated 6/02/2020 pursuant to Rule 10b5-1(c) Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 6,324 | $144.43 | $913,375.32 |
DisclosureSEC source: 0001598100-20-000063 · edgar.xml · nonDerivative · entry 3 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,090 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. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 8,181 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000063 · edgar.xml · derivative · entry 7 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,181 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_date: These RSUs granted on 11/3/2015 vested 100% at five year anniversary of the grant date. F3 · derivative.expiration_date: These RSUs granted on 11/3/2015 vested 100% at five year anniversary of the grant date. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 3,463 | $160.01 | $554,114.63 |
DisclosureSEC source: 0001598100-20-000063 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,766 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 8,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000063 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,229 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. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 18:54 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 6,324 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001598100-20-000035 · edgar.xml · derivative · entry 5 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,972 Underlying: Common Stock · 6,324 shares Expires 2025-05-30 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. F2 · derivative.exercise_date: This option is scheduled to vest 25% on May 30, 2019, 25% on May 30, 2020, 25% on May 30, 2021 and 25% on May 30, 2022 Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 18:54 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 6,324 | $158.90 | $1,004,908.90 |
DisclosureSEC source: 0001598100-20-000035 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.76 to $159.00, inclusive. Read SEC document |
| June 02, 2020 Filed Jun 4, 2020 18:54 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 6,324 | $144.43 | $913,375.32 |
DisclosureSEC source: 0001598100-20-000035 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,372 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. Read SEC document |
| May 27, 2020 Filed May 28, 2020 22:53 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,034 | $149.60 | $154,686.40 |
DisclosureSEC source: 0001598100-20-000024 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 F1 · shares: Exercise and sale pursuant to a previously adopted plan dated November 13, 2019 in compliance with Rule 10b5-1 Read SEC document |
| May 26, 2020 Filed May 28, 2020 22:53 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 8,714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000024 · edgar.xml · derivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,714 Underlying: Common Stock · 8,714 shares Expires not disclosed F2 · derivative.exercise_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. Read SEC document |
| May 23, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · derivative · entry 9 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,367 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. F4 · derivative.exercise_date: These RSUs granted 5/23/2017 vested 100% on 5/23/2020. F4 · derivative.expiration_date: These RSUs granted 5/23/2017 vested 100% on 5/23/2020. Read SEC document |
| May 23, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 333 | $149.42 | $49,756.86 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · nonDerivative · entry 5 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,082 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 23, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · nonDerivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415 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. Read SEC document |
| May 22, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 2,358 | $145.91 | $344,055.78 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · nonDerivative · entry 3 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 F2 · shares: Exercise and sale pursuant to a previously adopted plan dated November 13, 2019 in compliance with Rule 10b5-1 Read SEC document |
| May 21, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 3,117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · derivative · entry 8 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,234 Underlying: Common Stock · 3,117 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_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2020, 1/3 on 5/21/2021 and 1/3 on 5/21/2022. 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.