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 |
|---|---|---|---|---|---|---|
| May 21, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 759 | $145.82 | $110,677.38 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406 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, 2020 Filed May 27, 2020 00:15 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 3,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-20-000021 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,165 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 28, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 1,088 | $129.48 | $140,874.24 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 8 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051.377 F2 · shares: Sale pursuant to a previously adopted plan dated March 8, 2019 in compliance with Rule 10b5-1. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · derivative · entry 12 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 110 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. F5 · derivative.exercise_date: These RSUs granted 5/24/2016 vested 1/3 on 5/24/2017, 1/3 on 5/24/2018 and 1/3 on 5/24/2019. F5 · derivative.expiration_date: These RSUs granted 5/24/2016 vested 1/3 on 5/24/2017, 1/3 on 5/24/2018 and 1/3 on 5/24/2019. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · derivative · entry 11 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,390 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 5/24/2016 vested 100% on 5/24/2019. F4 · derivative.expiration_date: These RSUs granted 5/24/2016 vested 100% on 5/24/2019. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 31 | $129.92 | $4,027.52 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 7 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,139.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 6 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,170.377 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. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 381 | $129.92 | $49,499.52 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 5 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,441.377 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. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 24, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 832 | $129.17 | $107,469.44 |
DisclosureSEC source: 0001443873-19-000020 · 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 F2 · shares: Sale pursuant to a previously adopted plan dated March 8, 2019 in compliance with Rule 10b5-1. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 23, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,101 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · derivative · entry 10 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,101 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 granted 5/23/2017 vest 50% on 5/23/2019 and 50% on 5/23/2021. F3 · derivative.expiration_date: These RSUs granted 5/23/2017 vest 50% on 5/23/2019 and 50% on 5/23/2021. Read SEC document |
| May 23, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 269 | $129.09 | $34,725.21 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,883.377 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 23, 2019 Filed May 28, 2019 23:03 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000020 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,152.377 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. F6 · balance_after: Includes 3.377 shares acquired in the ESPP. Read SEC document |
| May 21, 2019 Filed May 23, 2019 23:13 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 9,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-19-000019 · edgar.xml · derivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,351 Underlying: Common Stock · 9,351 shares Expires not disclosed F1 · 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. F1 · 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 |
| November 09, 2018 Filed Nov 13, 2018 23:18 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 19,112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-18-000033 · edgar.xml · derivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,112 Underlying: Common Stock · 19,112 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs will vest 100% on 11/9/2021. F1 · derivative.expiration_date: These RSUs will vest 100% on 11/9/2021. Read SEC document |
| May 30, 2018 Filed May 31, 2018 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,427 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001443873-18-000012 · edgar.xml · derivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427 Underlying: Common Stock · 1,427 shares Expires not disclosed 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, 2018 Filed May 31, 2018 22:18 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 25,296 | $0.00 Strike: $144.43 | $0.00 |
DisclosureSEC source: 0001443873-18-000012 · edgar.xml · derivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,296 Underlying: Common Stock · 25,296 shares Expires 2025-05-30 F1 · derivative.exercise_date: This option granted 5/30/2018 vests 25% annually commencing on the first anniversary of the grant date. Read SEC document |
| May 26, 2018 Filed May 29, 2018 22:36 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,276 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-18-000017 · edgar.xml · derivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,276 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 5/26/2015 vests 100% on 5/26/2018. F3 · derivative.expiration_date: These RSUs granted 5/26/2015 vests 100% on 5/26/2018. Read SEC document |
| May 26, 2018 Filed May 29, 2018 22:36 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 311 | $145.81 | $45,346.91 |
DisclosureSEC source: 0001444054-18-000017 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051.3772 F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F1 · balance_after: Includes 3.3772 shares acquired in the ESPP. Read SEC document |
| May 26, 2018 Filed May 29, 2018 22:36 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-18-000017 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,362.3772 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 · balance_after: Includes 3.3772 shares acquired in the ESPP. Read SEC document |
| May 24, 2018 Filed May 25, 2018 18:39 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-18-000014 · edgar.xml · derivative · entry 4 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110 Underlying: Common Stock · 110 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 5/24/2016 vest annually over 3 years commencing on the first anniversary of the grant date. F3 · derivative.expiration_date: These RSUs granted 5/24/2016 vest annually over 3 years commencing on the first anniversary of the grant date. Read SEC document |
| May 24, 2018 Filed May 25, 2018 18:39 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 27 | $144.03 | $3,888.81 |
DisclosureSEC source: 0001444054-18-000014 · edgar.xml · nonDerivative · entry 2 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86.3772 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F2 · balance_after: Includes 3.3772 shares acquired in the ESPP. Read SEC document |
| May 24, 2018 Filed May 25, 2018 18:39 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommom Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-18-000014 · edgar.xml · nonDerivative · entry 1 Vitalone Britt J. · CIK 0001727010 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113.3772 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 · balance_after: Includes 3.3772 shares acquired in the ESPP. 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.