Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STERIS plcSTE · Entity 3228 | Sr. VP and GM, Life Sciences | June 04, 2026 | June 08, 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.
STERIS plc
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 12,257 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Tax withholding · Disposed 195 · Balance 12,257 F1: 195 shares were withheld from the 542 restricted shares that vested on June 4, 2026. These 195 shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These vested shares were valued at the NYSE closing market price on June 4, 2026. F2: As of June 8, 2026, 4,190 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 772 on June 2, 2027; 666 on June 3, 2027; 542 on June 4, 2027; 772 on June 2, 2028; 666 on June 5, 2028 and 772 on June 4, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: 195 shares were withheld from the 542 restricted shares that vested on June 4, 2026. These 195 shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These vested shares were valued at the NYSE closing market price on June 4, 2026.
F2: As of June 8, 2026, 4,190 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 772 on June 2, 2027; 666 on June 3, 2027; 542 on June 4, 2027; 772 on June 2, 2028; 666 on June 5, 2028 and 772 on June 4, 2029.
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 01, 2021 Filed Jun 2, 2021 20:40 UTC | STERIS plc STE · Entity 3228 | Disposition to issuerOrdinary Shares | 32 | $188.43 | $6,029.76 |
DisclosureSEC source: 0001209191-21-037223 · doc4.xml · nonDerivative · entry 3 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,460 F4 · shares: 32 shares were withheld from the 92 restricted shares that vested on June 1, 2021. These 32 shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These 92 ordinary shares are part of an award of 368 ordinary shares that were awarded to Ms. Madsen on May 31, 2019. These vested shares were valued at the NYSE closing market price on June 1, 2021. F2 · balance_after: 2,070 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024 and 349 on October 1, 2024. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:40 UTC | STERIS plc STE · Entity 3228 | Disposition to issuerOrdinary Shares | 42 | $188.43 | $7,914.06 |
DisclosureSEC source: 0001209191-21-037223 · doc4.xml · nonDerivative · entry 2 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,492 F3 · shares: 42 shares were withheld from the 121 restricted shares that vested on June 1, 2021. These 42 shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These 121 ordinary shares are part of an award of 484 ordinary shares that were awarded to Ms. Madsen on May 31, 2018. These vested shares were valued at the NYSE closing market price on June 1, 2021. F2 · balance_after: 2,070 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024 and 349 on October 1, 2024. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:40 UTC | STERIS plc STE · Entity 3228 | Disposition to issuerOrdinary Shares | 107 | $188.43 | $20,162.01 |
DisclosureSEC source: 0001209191-21-037223 · doc4.xml · nonDerivative · entry 1 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,534 F1 · shares: 107 shares were withheld from the 308 restricted shares that vested on June 1, 2021. These 107 shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These 308 ordinary shares are part of an award of 1,232 ordinary shares that were awarded to Ms. Madsen on May 30, 2017. These vested shares were valued at the NYSE closing market price on June 1, 2021. F2 · balance_after: 2,070 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024 and 349 on October 1, 2024. Read SEC document |
| April 23, 2021 Filed Apr 26, 2021 20:36 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $69.72 | $0.00 |
DisclosureSEC source: 0001209191-21-028282 · doc4.xml · derivative · entry 3 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Underlying: Ordinary Shares · 1,000 shares Expires 2026-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option to purchase 1,000 STERIS ordinary shares, which is fully vested, was received in conjunction with the Redomiciliation of the entity organized under the laws of the U.K. and formerly named STERIS plc ("Old STERIS") in exchange for an option to purchase 1,000 Old STERIS ordinary shares for $69.72 per share, subject to the same terms and conditions as the original Old STERIS stock option, except as otherwise required by law. Read SEC document |
| April 23, 2021 Filed Apr 26, 2021 20:36 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 1,000 | $215.00 | $215,000.00 |
DisclosureSEC source: 0001209191-21-028282 · doc4.xml · nonDerivative · entry 2 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,641 F2 · shares: This exercise of stock options and sale of a total of 1,000 ordinary shares is pursuant to a Rule 10b5-1 Stock Trading Plan entered into by the Reporting Person on December 3, 2020. F1 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024; and 349 on October 1, 2024. Read SEC document |
| April 23, 2021 Filed Apr 26, 2021 20:36 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 1,000 | $69.72 | $69,720.00 |
DisclosureSEC source: 0001209191-21-028282 · doc4.xml · nonDerivative · entry 1 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024; and 349 on October 1, 2024. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 20:34 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $69.72 | $0.00 |
DisclosureSEC source: 0001209191-21-027948 · doc4.xml · derivative · entry 3 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Ordinary Shares · 1,000 shares Expires 2026-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option to purchase 1,000 STERIS ordinary shares, which are fully vested, was received in conjunction with the Redomiciliation of the entity organized under the laws of the U.K. and formerly named STERIS plc ("Old STERIS") in exchange for an option to purchase 1,000 Old STERIS ordinary shares for $69.72 per share, subject to the same terms and conditions as the original Old STERIS stock option, except as otherwise required by law. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 20:34 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 1,000 | $210.00 | $210,000.00 |
DisclosureSEC source: 0001209191-21-027948 · doc4.xml · nonDerivative · entry 2 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,641 F2 · shares: This exercise of stock options and sale of a total of 1,000 ordinary shares is pursuant to a Rule 10b5-1 Stock Trading Plan entered into by the Reporting Person on December 3, 2020. F1 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024; and 349 on October 1, 2024. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 20:34 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 1,000 | $69.72 | $69,720.00 |
DisclosureSEC source: 0001209191-21-027948 · doc4.xml · nonDerivative · entry 1 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024; and 349 on October 1, 2024. Read SEC document |
| January 08, 2021 Filed Jan 8, 2021 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 300 | $0.00 Strike: $69.72 | $0.00 |
DisclosureSEC source: 0001209191-21-002719 · doc4.xml · derivative · entry 5 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Ordinary Shares · 300 shares Expires 2026-06-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option to purchase 300 STERIS ordinary shares, which is fully vested, was received in conjunction with the Redomiciliation of the entity organized under the laws of the U.K. and formerly named STERIS plc ("Old STERIS") in exchange for an option to purchase 300 Old STERIS ordinary shares for $69.72 per share, subject to the same terms and conditions as the original Old STERIS stock option, except as otherwise required by law. Read SEC document |
| January 08, 2021 Filed Jan 8, 2021 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 700 | $0.00 Strike: $66.15 | $0.00 |
DisclosureSEC source: 0001209191-21-002719 · doc4.xml · derivative · entry 4 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 700 shares Expires 2025-05-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option to purchase 700 STERIS ordinary shares, which is fully vested, was received in conjunction with the Redomiciliation of the entity organized under the laws of the U.K. and formerly named STERIS plc ("Old STERIS") in exchange for an option to purchase 700 Old STERIS ordinary shares for $66.15 per share, subject to the same terms and conditions as the original Old STERIS stock option, except as otherwise required by law. Read SEC document |
| January 08, 2021 Filed Jan 8, 2021 21:33 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 1,000 | $202.00 | $202,000.00 |
DisclosureSEC source: 0001209191-21-002719 · doc4.xml · nonDerivative · entry 3 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,641 F1 · shares: This exercise of stock options and sale of a total of 1,000 ordinary shares is pursuant to a Rule 10b5-1 Stock Trading Plan entered into by the Reporting Person on December 3, 2020. F2 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024; and 349 on October 1, 2024. Read SEC document |
| January 08, 2021 Filed Jan 8, 2021 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 300 | $69.72 | $20,916.00 |
DisclosureSEC source: 0001209191-21-002719 · doc4.xml · nonDerivative · entry 2 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 08, 2021 Filed Jan 8, 2021 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 700 | $66.15 | $46,305.00 |
DisclosureSEC source: 0001209191-21-002719 · doc4.xml · nonDerivative · entry 1 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,341 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 09, 2020 Filed Nov 10, 2020 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 800 | $0.00 Strike: $53.52 | $0.00 |
DisclosureSEC source: 0001209191-20-057653 · doc4.xml · derivative · entry 6 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 800 shares Expires 2024-05-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option to purchase 800 STERIS ordinary shares, which is fully vested, was received in conjunction with the Redomiciliation of the entity organized under the laws of the U.K. and formerly named STERIS plc ("Old STERIS") in exchange for an option to purchase 800 Old STERIS ordinary shares for $53.52 per share, subject to the same terms and conditions as the original Old STERIS stock option, except as otherwise required by law. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,100 | $0.00 Strike: $45.34 | $0.00 |
DisclosureSEC source: 0001209191-20-057653 · doc4.xml · derivative · entry 5 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 1,100 shares Expires 2023-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option to purchase 1,100 STERIS ordinary shares, which is fully vested, was received in conjunction with the Redomiciliation of the entity organized under the laws of the U.K. and formerly named STERIS plc ("Old STERIS") in exchange for an option to purchase 1,100 Old STERIS ordinary shares for $45.34 per share, subject to the same terms and conditions as the original Old STERIS stock option, except as otherwise required by law. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:33 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 800 | $192.55 | $154,040.00 |
DisclosureSEC source: 0001209191-20-057653 · doc4.xml · nonDerivative · entry 4 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,641 F2 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024; and 349 on October 1, 2024. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:33 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 1,100 | $192.36 | $211,596.00 |
DisclosureSEC source: 0001209191-20-057653 · doc4.xml · nonDerivative · entry 3 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,441 F1 · price: Price reflects a weighted average sale price for multiple transactions ranging from $192.0701 to $192.5460 per share, inclusive. The Reporting Person 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 sold at each separate price. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 800 | $53.52 | $42,816.00 |
DisclosureSEC source: 0001209191-20-057653 · doc4.xml · nonDerivative · entry 2 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,541 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 09, 2020 Filed Nov 10, 2020 21:33 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 1,100 | $45.34 | $49,874.00 |
DisclosureSEC source: 0001209191-20-057653 · doc4.xml · nonDerivative · entry 1 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,741 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 |
| October 01, 2020 Filed Oct 2, 2020 20:33 UTC | STERIS plc STE · Entity 3228 | GrantOrdinary Shares | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053161 · doc4.xml · nonDerivative · entry 1 Madsen Julia · CIK 0001819129 · Senior VP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,641 F1 · shares: All 1,396 of these shares are restricted. The restrictions on these ordinary shares lapse as follows: 349 on October 1, 2021; 349 on October 3, 2022; 349 on October 2, 2023 and 349 on October 1, 2024. F2 · balance_after: 2,714 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 308 on June 1, 2021; 121 on June 1, 2021; 92 on June 1, 2021; 123 on June 1, 2021; 349 on October 1, 2021; 121 on May 31, 2022; 92 on May 31, 2022; 123 on June 1, 2022; 349 on October 3, 2022; 92 on May 31, 2023; 349 on October 2, 2023; 123 on June 1, 2023; 123 on June 3, 2024 and 349 on October 1, 2024. 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.