Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STERIS plcSTE · Entity 3228 | SVP and President, Healthcare | June 02, 2026 | June 04, 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 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 17,338 |
Last balance in matching sequence
After 2026-06-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-06-02 · Grant · Acquired 4,746 · Balance 17,405 F1: As of June 2, 2026, 10,047 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 2,379 on June 4, 2027; 2,922 on June 5, 2028 and 4,746 on June 4, 2029. Row 2 · 2026-06-02 · Tax withholding · Disposed 67 · Balance 17,338 F2: 67 shares were withheld from the 2,140 restricted shares that vested on June 2, 2026. These 67 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 2, 2026. F1: As of June 2, 2026, 10,047 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 2,379 on June 4, 2027; 2,922 on June 5, 2028 and 4,746 on June 4, 2029. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $230.74 · Expires 2036-06-02 | Direct | 16,548 |
Reported balance
After 2026-06-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-02 · Grant · Acquired 16,548 · Balance 16,548 F4: This option becomes exercisable as follows: 4,137 on June 2, 2027, 4,137 on June 2, 2028, 4,137 on June 4, 2029 and 4,137 on June 3, 2030. |
| Ordinary SharesSEC Table I · non-derivative | IndirectSee Footnote Below | 67 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67 F3: Units representing 67 ordinary share equivalents are held on behalf of the Reporting Person under the STERIS Corporation 401(k) Plan as of May 29, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: As of June 2, 2026, 10,047 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 2,379 on June 4, 2027; 2,922 on June 5, 2028 and 4,746 on June 4, 2029.
F2: 67 shares were withheld from the 2,140 restricted shares that vested on June 2, 2026. These 67 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 2, 2026.
F3: Units representing 67 ordinary share equivalents are held on behalf of the Reporting Person under the STERIS Corporation 401(k) Plan as of May 29, 2026.
F4: This option becomes exercisable as follows: 4,137 on June 2, 2027, 4,137 on June 2, 2028, 4,137 on June 4, 2029 and 4,137 on June 3, 2030.
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 |
|---|---|---|---|---|---|---|
| August 07, 2019 Filed Aug 9, 2019 20:36 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $69.72 | $0.00 |
DisclosureSEC source: 0001209191-19-045361 · doc4.xml · derivative · entry 6 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Ordinary Shares · 3,000 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. F5 · derivative.exercise_date: This option to purchase 6,000 STERIS ordinary shares, of which the 3,000 ordinary shares being exercised have 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 6,000 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 |
| August 07, 2019 Filed Aug 9, 2019 20:36 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,250 | $0.00 Strike: $66.15 | $0.00 |
DisclosureSEC source: 0001209191-19-045361 · doc4.xml · derivative · entry 5 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 2,250 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. F4 · derivative.exercise_date: This option to purchase 2,250 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 2,250 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 |
| August 07, 2019 Filed Aug 9, 2019 20:36 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 3,000 | $152.66 | $457,980.00 |
DisclosureSEC source: 0001209191-19-045361 · doc4.xml · nonDerivative · entry 4 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,195 F2 · price: Price reflects a weighted average sale price for multiple transactions ranging from $152.65 to $152.67 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. F3 · balance_after: 16,744 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 3,000 on October 1, 2019; 2,500 on June 1, 2020; 6,500 on May 31, 2021; 2,520 on May 31, 2022; and 2,224 on May 31, 2023. Read SEC document |
| August 07, 2019 Filed Aug 9, 2019 20:36 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 3,000 | $69.72 | $209,160.00 |
DisclosureSEC source: 0001209191-19-045361 · doc4.xml · nonDerivative · entry 3 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,195 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 |
| August 07, 2019 Filed Aug 9, 2019 20:36 UTC | STERIS plc STE · Entity 3228 | SaleOrdinary Shares | 2,250 | $152.68 | $343,530.00 |
DisclosureSEC source: 0001209191-19-045361 · doc4.xml · nonDerivative · entry 2 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,195 F1 · price: Price reflects a weighted average sale price for multiple transactions ranging from $152.65 to $152.73 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 |
| August 07, 2019 Filed Aug 9, 2019 20:36 UTC | STERIS plc STE · Entity 3228 | Exercise / conversionOrdinary Shares | 2,250 | $66.15 | $148,837.50 |
DisclosureSEC source: 0001209191-19-045361 · doc4.xml · nonDerivative · entry 1 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,445 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 31, 2019 Filed Jun 3, 2019 20:40 UTC | STERIS plc STE · Entity 3228 | GrantEmployee Stock Option (right to buy) · Derivative | 12,828 | $0.00 Strike: $147.05 | $0.00 |
DisclosureSEC source: 0001209191-19-033946 · doc4.xml · derivative · entry 2 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,828 Underlying: Ordinary Shares · 12,828 shares Expires 2029-05-31 F3 · derivative.exercise_date: This option becomes exercisable as follows: 3,207 on June 1, 2020; 3,207 on June 1, 2021; 3,207 on May 31, 2022 and 3,207 on May 31, 2023. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 20:40 UTC | STERIS plc STE · Entity 3228 | GrantOrdinary Shares | 2,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033946 · doc4.xml · nonDerivative · entry 1 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,195 F1 · shares: All 2,224 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 2,224 on May 31, 2023. F2 · balance_after: 16,744 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 3,000 on October 1, 2019; 2,500 on June 1, 2020; 6,500 on May 31, 2021; 2,520 on May 31, 2022; and 2,224 on May 31, 2023. Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:34 UTC | STERIS plc STE · Entity 3228 | Tax withholdingOrdinary Shares | 450 | $133.92 | $60,264.00 |
DisclosureSEC source: 0001209191-19-033442 · doc4.xml · nonDerivative · entry 2 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,971 F2 · shares: 450 shares were withheld from the 1,500 restricted shares that vested on May 28, 2019. These 450 ordinary shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These 1,500 ordinary shares were awarded to Mr. Majors on August 10, 2015. These vested shares were valued at the NYSE closing market price on May 28, 2019. F3 · balance_after: 14,520 of these ordinary shares are restricted. The restrictions on these ordinary shares lapse as follows: 3,000 on October 1, 2019; 2,500 on June 1, 2020; 6,500 on May 31, 2021; and 2,520 on May 31, 2022 Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:34 UTC | STERIS plc STE · Entity 3228 | Tax withholdingOrdinary Shares | 599 | $133.92 | $80,218.08 |
DisclosureSEC source: 0001209191-19-033442 · doc4.xml · nonDerivative · entry 1 Majors Cary L · CIK 0001776271 · VP, N America Com Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,421 F1 · shares: 599 shares were withheld from the 2,000 restricted shares that vested on May 28, 2019. These 599 ordinary shares represent the value of the taxes required to be withheld pursuant to applicable employment or tax laws, as determined by the Issuer. These 2,000 ordinary shares were awarded to Mr. Majors on May 28, 2015. These vested shares were valued at the NYSE closing market price on May 28, 2019. 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.