Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medline Inc.MDLN · Entity 3040 | Chief Commercial Officer · 10% owner | June 15, 2026 | June 17, 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.
Medline Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,899 |
Ending reported balance
After 2026-06-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-15 · Tax withholding · Disposed 1,889 · Balance 23,899 F1: Reflects shares withheld to satisfy the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 2 · 2026-06-16 · Exercise / conversion · Acquired 100,000 · Balance 123,899 F2: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. Row 3 · 2026-06-16 · Sale · Disposed 61,966 · Balance 61,933 F3: Reflects sales effected pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.98 to $36.9785 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-06-16 · Sale · Disposed 38,034 · Balance 23,899 F3: Reflects sales effected pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.98 to $37.19 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class B Common StockSEC Table I · non-derivative | Direct | 365,864 |
Reported balance
After 2026-06-16 transaction · row 5
1 source rowRow 5 · 2026-06-16 · Disposition to issuer · Disposed 100,000 · Balance 365,864 F6: Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon the exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock were automatically cancelled. |
| Common Units of Medline Holdings, LPSEC Table II · derivative / convertible security | IndirectSee Footnote | 365,864 |
Reported balance
After 2026-06-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-16 · Exercise / conversion · Disposed 100,000 · Balance 365,864 F2: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld to satisfy the Reporting Person's tax liability in connection with the vesting of restricted stock units.
F2: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC.
F3: Reflects sales effected pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.98 to $36.9785 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.98 to $37.19 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon the exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock were automatically cancelled.
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 |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 17, 2026 20:44 UTC | Medline Inc. MDLN · Entity 3040 | Exercise / conversionCommon Units of Medline Holdings, LP · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-274287 · ownership.xml · derivative · entry 6 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 365,864 Underlying: Class A Common Stock · 100,000 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_price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. F2 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. F2 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. F2 · ownership.nature: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 20:44 UTC | Medline Inc. MDLN · Entity 3040 | Disposition to issuerClass B Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-274287 · ownership.xml · nonDerivative · entry 5 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 365,864 F6 · kind: Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon the exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock were automatically cancelled. F6 · price: Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each Common Unit held. Upon the exchange of Common Units for shares of Class A Common Stock, an equivalent number of shares of Class B Common Stock were automatically cancelled. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 20:44 UTC | Medline Inc. MDLN · Entity 3040 | SaleClass A Common Stock | 38,034 | $37.05 | $1,409,159.70 |
DisclosureSEC source: 0001193125-26-274287 · ownership.xml · nonDerivative · entry 4 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,899 F3 · kind: Reflects sales effected pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.98 to $37.19 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 20:44 UTC | Medline Inc. MDLN · Entity 3040 | SaleClass A Common Stock | 61,966 | $36.60 | $2,267,955.60 |
DisclosureSEC source: 0001193125-26-274287 · ownership.xml · nonDerivative · entry 3 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,933 F3 · kind: Reflects sales effected pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.98 to $36.9785 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 20:44 UTC | Medline Inc. MDLN · Entity 3040 | Exercise / conversionClass A Common Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-274287 · ownership.xml · nonDerivative · entry 2 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 123,899 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 · price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP ("Common Units") for shares of Medline Inc.'s (the "Issuer") Class A common stock ("Class A Common Stock") on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units were held indirectly through Medline Management Aggregator LLC. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:44 UTC | Medline Inc. MDLN · Entity 3040 | Tax withholdingClass A Common Stock | 1,889 | $36.61 | $69,156.29 |
DisclosureSEC source: 0001193125-26-274287 · ownership.xml · nonDerivative · entry 1 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,899 F1 · kind: Reflects shares withheld to satisfy the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantClass A Common Stock | 25,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · nonDerivative · entry 2 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,788 F3 · kind: Represents a grant of restricted stock units ("RSUs"), of which 25% vest on June 15, 2026 and the remaining 75% vest in three equal annual installments beginning on March 1, 2027. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 149,005 | Not disclosed Strike: $27.68 | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · derivative · entry 8 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 149,005 Underlying: Class A Common Stock · 149,005 shares Expires not disclosed F5 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_price: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F5 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F11 · derivative.exercise_date: These Incentive Units vest in five equal annual installments beginning on March 28, 2026. F5 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.expiration_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F11 · derivative.expiration_date: These Incentive Units vest in five equal annual installments beginning on March 28, 2026. F5 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · ownership.nature: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 157,800 | Not disclosed Strike: $19.01 | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · derivative · entry 7 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 157,800 Underlying: Class A Common Stock · 157,800 shares Expires not disclosed F5 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_price: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F5 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F10 · derivative.exercise_date: 20% of these Incentive Units have vested, and the remaining 80% vest in four equal annual installments beginning on March 29, 2026. F5 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.expiration_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F10 · derivative.expiration_date: 20% of these Incentive Units have vested, and the remaining 80% vest in four equal annual installments beginning on March 29, 2026. F5 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · ownership.nature: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 212,755 | Not disclosed Strike: $15.23 | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · derivative · entry 6 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 212,755 Underlying: Class A Common Stock · 212,755 shares Expires not disclosed F5 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_price: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F5 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F9 · derivative.exercise_date: 40% of these Incentive Units have vested, and the remaining 60% vest in three equal annual installments beginning on April 1, 2026. F5 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.expiration_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F9 · derivative.expiration_date: 40% of these Incentive Units have vested, and the remaining 60% vest in three equal annual installments beginning on April 1, 2026. F5 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · ownership.nature: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 463,211 | Not disclosed Strike: $15.42 | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · derivative · entry 5 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 463,211 Underlying: Class A Common Stock · 463,211 shares Expires not disclosed F5 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_price: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F5 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F8 · derivative.exercise_date: These Incentive Units are fully vested. F5 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.expiration_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F8 · derivative.expiration_date: These Incentive Units are fully vested. F5 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · ownership.nature: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F12 · ownership.nature: These securities are held by a trust, of which the Reporting Person is a trustee. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantIncentive Units of Medline Holdings, LP · Derivative | 948,597 | Not disclosed Strike: $15.42 | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · derivative · entry 4 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 948,597 Underlying: Class A Common Stock · 948,597 shares Expires not disclosed F5 · derivative.exercise_price: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_price: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F5 · derivative.exercise_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.exercise_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F7 · derivative.exercise_date: 70% of these Incentive Units have vested, and the remaining 30% vest on October 21, 2026. F5 · derivative.expiration_date: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · derivative.expiration_date: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. F7 · derivative.expiration_date: 70% of these Incentive Units have vested, and the remaining 30% vest on October 21, 2026. F5 · ownership.nature: Reflect incentive units of Medline Holdings, LP ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of Common Units generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock) and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock), subject to certain adjustments. F6 · ownership.nature: (Continued from Footnote 5 above) Common Units are exchangeable on a one-for-one basis for shares of Class A Common Stock pursuant to the terms of the Exchange Agreement. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Medline Management Aggregator LLC. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantCommon Units of Medline Holdings, LP · Derivative | 465,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · derivative · entry 3 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 465,864 Underlying: Class A Common Stock · 465,864 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"), holders have the right to exchange their Common Units for shares of the Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units are held indirectly through Medline Management Aggregator LLC. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F4 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"), holders have the right to exchange their Common Units for shares of the Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units are held indirectly through Medline Management Aggregator LLC. F4 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"), holders have the right to exchange their Common Units for shares of the Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units are held indirectly through Medline Management Aggregator LLC. F4 · ownership.nature: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025 (the "Exchange Agreement"), holders have the right to exchange their Common Units for shares of the Class A Common Stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. Such Common Units are held indirectly through Medline Management Aggregator LLC. Read SEC document |
| December 16, 2025 Filed Mar 6, 2026 21:50 UTC | Medline Inc. MDLN · Entity 3040 | GrantClass B Common Stock | 465,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-096774 · ownership.xml · nonDerivative · entry 1 Golwas Douglas P · CIK 0002061504 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,864 F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2 · shares: Shares of the Issuer's Class B common stock ("Class B Common Stock") have no economic value and have one vote per share. One share of Class B Common Stock is issued for each common unit of Medline Holdings, LP ("Common Units") held. Upon an exchange of Common Units for shares of the Issuer's Class A common stock ("Class A Common Stock"), an equivalent number of shares of Class B Common Stock held by such holder will be automatically cancelled. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. 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.