Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERRY GLOBAL GROUP, INC.BERY · Entity 80192 | Director | November 25, 2023 | November 28, 2023 |
| Edwards Lifesciences CorpEW · Entity 3026 | CVP, Chief Financial Officer | May 11, 2026 | May 12, 2026 |
| ILLUMINA, INC.ILMN · Entity 3137 | Director | September 30, 2026 | October 02, 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.
BERRY GLOBAL GROUP, INC.
Report date November 25, 2023 · Filed November 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,728 |
Reported balance
After 2023-11-25 transaction · row 1
1 source rowRow 1 · 2023-11-25 · Exercise / conversion · Acquired 1,970 · Balance 4,728 F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,393 |
Reported balance
After 2023-11-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-11-25 · Exercise / conversion · Disposed 1,970 · Balance 1,393 F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2: The award was granted on November 25, 2022 and vested in full on November 25, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.
F2: The award was granted on November 25, 2022 and vested in full on November 25, 2023.
Edwards Lifesciences Corp
Report date May 11, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,740 |
Ending reported balance
After 2026-05-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-11 · Exercise / conversion · Acquired 19,830 · Balance 57,744 F1: On May 11, 2023, the Reporting Person was granted a target number of shares covered by restricted stock units with performance-based vesting requirements over a three-year performance period. On May 6, 2026, the Compensation and Governance Committee of the Board of Directors determined that 167.70% of the target number of shares would vest as of May 11, 2026, and the actual number of shares vested are reflected on this Form 4. Row 2 · 2026-05-11 · Tax withholding · Disposed 11,004 · Balance 46,740 |
| Performance RightsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-11 · Exercise / conversion · Disposed 19,830 · Balance 0 F1: On May 11, 2023, the Reporting Person was granted a target number of shares covered by restricted stock units with performance-based vesting requirements over a three-year performance period. On May 6, 2026, the Compensation and Governance Committee of the Board of Directors determined that 167.70% of the target number of shares would vest as of May 11, 2026, and the actual number of shares vested are reflected on this Form 4. F2: These Performance Rights expire on May 10, 2030. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 266,318 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 266,318 |
Filing footnotes · ownership attribution and instrument terms
F1: On May 11, 2023, the Reporting Person was granted a target number of shares covered by restricted stock units with performance-based vesting requirements over a three-year performance period. On May 6, 2026, the Compensation and Governance Committee of the Board of Directors determined that 167.70% of the target number of shares would vest as of May 11, 2026, and the actual number of shares vested are reflected on this Form 4.
F2: These Performance Rights expire on May 10, 2030.
ILLUMINA, INC.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,143 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 113 · Balance 11,143 F1: Mr. Ullem elected to receive 100% of his 2026 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 3rd quarter 2026 retainer fees. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Ullem elected to receive 100% of his 2026 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 3rd quarter 2026 retainer fees.
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 30, 2026 Filed Oct 2, 2026 23:56 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 113 | $219.80 | $24,837.82 |
DisclosureSEC source: 0001110803-26-000180 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,143 F1 · shares: Mr. Ullem elected to receive 100% of his 2026 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 3rd quarter 2026 retainer fees. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 22:22 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 167 | $149.19 | $24,914.20 |
DisclosureSEC source: 0001110803-26-000147 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,030 F1 · shares: Mr. Ullem elected to receive 100% of his 2026 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 2nd quarter 2026 retainer fees. Read SEC document |
| May 21, 2026 Filed May 22, 2026 21:14 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 2,072 | $144.83 | $300,087.76 |
DisclosureSEC source: 0001110803-26-000119 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,863 F1 · shares: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date. Read SEC document |
| May 11, 2026 Filed May 12, 2026 01:59 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionPerformance Rights · Derivative | 19,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005133 · doc4.xml · derivative · entry 4 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,830 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. F1 · derivative.exercise_price: On May 11, 2023, the Reporting Person was granted a target number of shares covered by restricted stock units with performance-based vesting requirements over a three-year performance period. On May 6, 2026, the Compensation and Governance Committee of the Board of Directors determined that 167.70% of the target number of shares would vest as of May 11, 2026, and the actual number of shares vested are reflected on this Form 4. F2 · derivative.expiration_date: These Performance Rights expire on May 10, 2030. Read SEC document |
| May 11, 2026 Filed May 12, 2026 01:59 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 11,004 | $79.96 | $879,879.84 |
DisclosureSEC source: 0001225208-26-005133 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,740 Read SEC document |
| May 11, 2026 Filed May 12, 2026 01:59 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 19,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005133 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,744 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: On May 11, 2023, the Reporting Person was granted a target number of shares covered by restricted stock units with performance-based vesting requirements over a three-year performance period. On May 6, 2026, the Compensation and Governance Committee of the Board of Directors determined that 167.70% of the target number of shares would vest as of May 11, 2026, and the actual number of shares vested are reflected on this Form 4. F1 · price: On May 11, 2023, the Reporting Person was granted a target number of shares covered by restricted stock units with performance-based vesting requirements over a three-year performance period. On May 6, 2026, the Compensation and Governance Committee of the Board of Directors determined that 167.70% of the target number of shares would vest as of May 11, 2026, and the actual number of shares vested are reflected on this Form 4. Read SEC document |
| May 08, 2026 Filed May 9, 2026 01:16 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 1,661 | $82.76 | $137,464.36 |
DisclosureSEC source: 0001225208-26-005047 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,914 Read SEC document |
| May 07, 2026 Filed May 9, 2026 01:16 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 1,373 | $83.20 | $114,233.60 |
DisclosureSEC source: 0001225208-26-005047 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,575 Read SEC document |
| May 05, 2026 Filed May 5, 2026 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 13,000 | $0.00 Strike: $59.26 | $0.00 |
DisclosureSEC source: 0001225208-26-004969 · doc4.xml · derivative · entry 5 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,000 shares Expires 2026-05-07 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 05, 2026 Filed May 5, 2026 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 11,131 | $82.91 | $922,871.21 |
DisclosureSEC source: 0001225208-26-004969 · doc4.xml · nonDerivative · entry 3 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,948 Read SEC document |
| May 05, 2026 Filed May 5, 2026 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 13,000 | $59.26 | $770,337.10 |
DisclosureSEC source: 0001225208-26-004969 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,079 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 03, 2026 Filed May 5, 2026 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 620 | $83.98 | $52,067.60 |
DisclosureSEC source: 0001225208-26-004969 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,079 Read SEC document |
| April 09, 2026 Filed Apr 9, 2026 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 13,000 | $0.00 Strike: $59.26 | $0.00 |
DisclosureSEC source: 0001225208-26-004476 · doc4.xml · derivative · entry 5 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 13,000 shares Expires 2026-05-07 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 |
| April 09, 2026 Filed Apr 9, 2026 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 8,324 | $79.79 | $664,143.66 |
DisclosureSEC source: 0001225208-26-004476 · doc4.xml · nonDerivative · entry 3 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,699 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F3 · price: This transaction was executed in multiple trades at prices ranging from $79.210 to $80.200. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 09, 2026 Filed Apr 9, 2026 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 4,676 | $80.50 | $376,400.70 |
DisclosureSEC source: 0001225208-26-004476 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,023 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $80.225 to $80.750. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 09, 2026 Filed Apr 9, 2026 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 13,000 | $59.26 | $770,337.10 |
DisclosureSEC source: 0001225208-26-004476 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,699 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 22:32 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 190 | $131.55 | $24,993.99 |
DisclosureSEC source: 0001110803-26-000084 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,791 F1 · shares: Mr. Ullem elected to receive 100% of his 2026 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 1st quarter 2026 retainer fees. Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 21:15 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 13,000 | $0.00 Strike: $59.26 | $0.00 |
DisclosureSEC source: 0001225208-26-003539 · doc4.xml · derivative · entry 5 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,000 Underlying: Common Stock · 13,000 shares Expires 2026-05-07 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 |
| March 11, 2026 Filed Mar 11, 2026 21:15 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 7,901 | $85.21 | $673,227.62 |
DisclosureSEC source: 0001225208-26-003539 · doc4.xml · nonDerivative · entry 3 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,699 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F3 · price: This transaction was executed in multiple trades at prices ranging from $84.865 to $85.790. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 21:15 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 5,099 | $84.46 | $430,668.17 |
DisclosureSEC source: 0001225208-26-003539 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,600 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $83.865 to $84.860. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 21:15 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 13,000 | $59.26 | $770,337.10 |
DisclosureSEC source: 0001225208-26-003539 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,699 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. Read SEC document |
| February 16, 2026 Filed Feb 17, 2026 22:16 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 199 | $75.87 | $15,098.13 |
DisclosureSEC source: 0001225208-26-001987 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,699 Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:47 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 212 | $117.63 | $24,937.52 |
DisclosureSEC source: 0001110803-26-000002 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,601 F1 · shares: Mr. Ullem elected to receive 100% of his 2025 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 4th quarter 2025 retainer fees. Read SEC document |
| December 09, 2025 Filed Dec 9, 2025 22:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 7,700 | $0.00 Strike: $59.26 | $0.00 |
DisclosureSEC source: 0001225208-25-009797 · doc4.xml · derivative · entry 4 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,000 Underlying: Common Stock · 7,700 shares Expires 2026-05-07 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 |
| December 09, 2025 Filed Dec 9, 2025 22:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 7,700 | $84.47 | $650,412.07 |
DisclosureSEC source: 0001225208-25-009797 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,898 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $84.09 to $85.07. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 09, 2025 Filed Dec 9, 2025 22:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 7,700 | $59.26 | $456,276.59 |
DisclosureSEC source: 0001225208-25-009797 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,598 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. Read SEC document |
| November 10, 2025 Filed Nov 10, 2025 23:07 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 13,000 | $0.00 Strike: $59.26 | $0.00 |
DisclosureSEC source: 0001225208-25-009067 · doc4.xml · derivative · entry 5 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,700 Underlying: Common Stock · 13,000 shares Expires 2026-05-07 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 10, 2025 Filed Nov 10, 2025 23:07 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 10,026 | $83.02 | $832,359.52 |
DisclosureSEC source: 0001225208-25-009067 · doc4.xml · nonDerivative · entry 3 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,898 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F3 · price: This transaction was executed in multiple trades at prices ranging from $82.270 to $83.260. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2025 Filed Nov 10, 2025 23:07 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 2,974 | $83.30 | $247,733.90 |
DisclosureSEC source: 0001225208-25-009067 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,924 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $83.270 to $83.415. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, uponrequest by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2025 Filed Nov 10, 2025 23:07 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 13,000 | $59.26 | $770,337.10 |
DisclosureSEC source: 0001225208-25-009067 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,898 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 29, 2025. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:06 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 252 | $99.17 | $24,989.98 |
DisclosureSEC source: 0001110803-25-000063 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,389 F1 · shares: Mr. Ullem elected to receive 100% of his 2025 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 3rd quarter 2025 retainer fees. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:26 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 307 | $81.20 | $24,928.34 |
DisclosureSEC source: 0001127602-25-018667 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,137 F1 · shares: Mr. Ullem elected to receive 100% of his 2025 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 2nd quarter 2025 retainer fees. Read SEC document |
| May 21, 2025 Filed May 23, 2025 21:03 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015500 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,830 F1 · shares: Grant of restricted stock units. 100% of the shares subject to the restricted stock unit award shall vest on the earlier of (i) the one year anniversary of the date of grant of the award and (ii) the date immediately preceding the date of the annual meeting of the company's stockholders for the year following the year of grant of the award, provided, in each case, that the awardee continues to serve as a director on such date. Read SEC document |
| May 16, 2025 Filed May 20, 2025 20:20 UTC | ILLUMINA, INC. ILMN · Entity 3137 | Tax withholdingCommon Stock | 1,070 | $83.62 | $89,473.40 |
DisclosureSEC source: 0001127602-25-015019 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,050 Read SEC document |
| May 11, 2025 Filed May 12, 2025 23:30 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 1,200 | $73.68 | $88,416.00 |
DisclosureSEC source: 0001225208-25-004996 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,898 Read SEC document |
| May 09, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 11,250 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · derivative · entry 8 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 shares Expires 2025-05-16 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 09, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 11,250 | $74.40 | $837,034.88 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · nonDerivative · entry 4 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,098 F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 19, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $74.12 to $74.80. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 09, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 11,250 | $45.28 | $509,362.88 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · nonDerivative · entry 3 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,348 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 19, 2024. Read SEC document |
| May 08, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantPerformance Rights · Derivative | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · derivative · entry 7 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,400 Underlying: Common Stock · 13,400 shares Expires not disclosed F5 · derivative.exercise_price: Reflects the target number of shares (the Target Award) covered by restricted stock unites granted on May 8, 2025 under the Edwards Lifesciences Corporation Long-Term Stock Incentive Compensation Program and are scheduled to vest on May 8, 2028. The number of restricted stock units that vest will depend upon achievement of certain performance goals over a three-year performance period and will range from 0% to 175% of the Target Awards. F5 · derivative.expiration_date: Reflects the target number of shares (the Target Award) covered by restricted stock unites granted on May 8, 2025 under the Edwards Lifesciences Corporation Long-Term Stock Incentive Compensation Program and are scheduled to vest on May 8, 2028. The number of restricted stock units that vest will depend upon achievement of certain performance goals over a three-year performance period and will range from 0% to 175% of the Target Awards. Read SEC document |
| May 08, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantEmployee Stock Option (Right to Acquire) · Derivative | 75,200 | $0.00 Strike: $74.63 | $0.00 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · derivative · entry 6 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,200 Underlying: Common Stock · 75,200 shares Expires 2032-05-07 F4 · derivative.exercise_date: These options were granted on May 8, 2025 under the Edwards Lifesciences Corporation Long-Term Stock Incentive Compensation Program and are scheduled to become vested and exercisable commencing one month after the grant date in 36 approximately equal monthly installments. Read SEC document |
| May 08, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,098 F1 · shares: These restricted stock units were granted on May 8, 2025 under the Edwards Lifesciences Corporation Long-Term Stock Incentive Compensation Program and are scheduled to become vested and exercisable commencing one year after the grant date in four equal annual installments. Read SEC document |
| May 07, 2025 Filed May 9, 2025 23:34 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 1,406 | $74.92 | $105,337.52 |
DisclosureSEC source: 0001225208-25-004942 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,698 Read SEC document |
| May 04, 2025 Filed May 5, 2025 23:28 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 648 | $75.65 | $49,021.20 |
DisclosureSEC source: 0001225208-25-004765 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,104 Read SEC document |
| May 03, 2025 Filed May 5, 2025 23:28 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Tax withholdingCommon Stock | 635 | $75.65 | $48,037.75 |
DisclosureSEC source: 0001225208-25-004765 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,752 Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 20:50 UTC | ILLUMINA, INC. ILMN · Entity 3137 | GrantCommon Stock | 229 | $104.92 | $24,027.09 |
DisclosureSEC source: 0001127602-25-010802 · form4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,120 F1 · shares: Mr. Ullem elected to receive 100% of his 2025 board and committee cash retainer fees in Illumina stock. The number of shares issued in lieu of cash is based on the quotient of (i) the cash compensation otherwise payable for the immediately completed quarter divided by (ii) the volume weighted average closing price per share during the immediately completed quarter, calculated by reference to each trading day during such quarter. The amount reported on this Form represents Mr. Ullem's 1st quarter 2025 retainer fees. Read SEC document |
| March 26, 2025 Filed Mar 26, 2025 20:45 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 11,250 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001225208-25-003654 · doc4.xml · derivative · entry 4 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 11,250 shares Expires 2025-05-16 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 |
| March 26, 2025 Filed Mar 26, 2025 20:45 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 11,250 | $70.87 | $797,267.25 |
DisclosureSEC source: 0001225208-25-003654 · doc4.xml · nonDerivative · entry 2 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,387 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 19, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $70.525 to $71.320. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 26, 2025 Filed Mar 26, 2025 20:45 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 11,250 | $45.28 | $509,362.88 |
DisclosureSEC source: 0001225208-25-003654 · doc4.xml · nonDerivative · entry 1 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,637 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 19, 2024. Read SEC document |
| February 28, 2025 Filed Feb 28, 2025 22:05 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 11,250 | $0.00 Strike: $45.28 | $0.00 |
DisclosureSEC source: 0001225208-25-002619 · doc4.xml · derivative · entry 5 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 11,250 shares Expires 2025-05-16 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 |
| February 28, 2025 Filed Feb 28, 2025 22:05 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 7,760 | $70.52 | $547,204.16 |
DisclosureSEC source: 0001225208-25-002619 · doc4.xml · nonDerivative · entry 3 Ullem Scott B. · CIK 0001446989 · CVP, Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,387 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 19, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $70.20 to $71.06. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. 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.