Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | EVP & Chief HR Officer | June 01, 2026 | June 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.
MCKESSON CORP
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,798 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Sale · Disposed 1,810 · Balance 4,798 F1: Sale pursuant to a previously adopted plan dated June 8, 2025, in compliance with Rule 10b5-1(c). |
Filing footnotes · ownership attribution and instrument terms
F1: Sale pursuant to a previously adopted plan dated June 8, 2025, in compliance with Rule 10b5-1(c).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 24, 2024 Filed May 29, 2024 23:50 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 304 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011452 · form4.xml · derivative · entry 9 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 305 Underlying: Common Stock · 304 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025. F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/24/2023 and 1/3 on 5/24/2024 and will vest 1/3 on 5/24/2025. Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:50 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 56 | $560.73 | $31,400.88 |
DisclosureSEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 4 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,896 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:50 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 3 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,952 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 24, 2024 Filed May 29, 2024 23:50 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 120 | $560.73 | $67,287.60 |
DisclosureSEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 2 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,810 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:50 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011452 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,930 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 23, 2024 Filed May 28, 2024 21:32 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011364 · form4.xml · derivative · entry 4 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,357 Underlying: Common Stock · 678 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026. F3 · derivative.expiration_date: These RSUs vested as to 1/3 on 5/23/2024 and will vest 1/3 on 5/23/2025 and 1/3 on 5/23/2026. Read SEC document |
| May 23, 2024 Filed May 28, 2024 21:32 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 267 | $558.03 | $148,994.01 |
DisclosureSEC source: 0001062993-24-011364 · form4.xml · nonDerivative · entry 3 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,626 F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 23, 2024 Filed May 28, 2024 21:32 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011364 · form4.xml · nonDerivative · entry 2 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,893 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 23, 2024 Filed May 28, 2024 21:32 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 704 | $558.09 | $392,895.36 |
DisclosureSEC source: 0001062993-24-011364 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,215 F1 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 3, 2023. Read SEC document |
| May 21, 2024 Filed May 23, 2024 21:01 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,594 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011085 · form4.xml · derivative · entry 3 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,594 Underlying: Common Stock · 1,594 shares Expires not disclosed F3 · derivative.exercise_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027. F3 · derivative.expiration_date: These RSUs will vest 1/3 on 5/21/2025, 1/3 on 5/21/2026 and 1/3 on 5/21/2027. Read SEC document |
| May 21, 2024 Filed May 23, 2024 21:01 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 582 | $552.39 | $321,490.98 |
DisclosureSEC source: 0001062993-24-011085 · form4.xml · nonDerivative · entry 2 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,919 F2 · shares: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs also reported on this Form 4. Read SEC document |
| May 21, 2024 Filed May 23, 2024 21:01 UTC | MCKESSON CORP MCK · Entity 2904 | GrantCommon Stock | 1,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011085 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,501 F1 · shares: This transaction represents the settlement of performance stock units ("PSUs") which vested upon attainment of performance goals. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:54 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 186 | $496.00 | $92,256.00 |
DisclosureSEC source: 0001062993-24-003179 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,511 F1 · shares: Sale pursuant to a Rule 10b5-1(c) trading arrangement dated November 3, 2023. Read SEC document |
| February 10, 2024 Filed Feb 12, 2024 22:07 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 507 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002823 · form4.xml · derivative · entry 3 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,015 Underlying: Common Stock · 507 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_date: These RSUs vested as to 1/3 on 2/10/2024, and will vest 1/3 on 2/10/2025 and 1/3 on 2/10/2026. F1 · derivative.expiration_date: These RSUs vested as to 1/3 on 2/10/2024, and will vest 1/3 on 2/10/2025 and 1/3 on 2/10/2026. Read SEC document |
| February 10, 2024 Filed Feb 12, 2024 22:07 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 135 | $501.35 | $67,682.25 |
DisclosureSEC source: 0001062993-24-002823 · form4.xml · nonDerivative · entry 2 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,697 Read SEC document |
| February 10, 2024 Filed Feb 12, 2024 22:07 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002823 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,832 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 03, 2023 Filed Nov 6, 2023 14:22 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 660 | $461.26 | $304,431.60 |
DisclosureSEC source: 0001062993-23-020131 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,325 Read SEC document |
| May 25, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · derivative · entry 12 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222 Underlying: Common Stock · 221 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. F4 · derivative.expiration_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. Read SEC document |
| May 25, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · derivative · entry 11 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,531 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These RSUs will vest 50% on 5/25/2022, 50% on 5/25/2023. F3 · derivative.expiration_date: These RSUs will vest 50% on 5/25/2022, 50% on 5/25/2023. Read SEC document |
| May 25, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 54 | $395.39 | $21,351.06 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 8 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,985 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 25, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 221 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 7 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,039 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 25, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 373 | $395.39 | $147,480.47 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 6 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,818 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 25, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 5 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,191 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 24, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · derivative · entry 10 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284 Underlying: Common Stock · 142 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_date: These RSUs will vest 1/3 on 5/24/2023, 1/3 on 5/24/2024 and 1/3 on 5/24/2025. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/24/2023, 1/3 on 5/24/2024 and 1/3 on 5/24/2025. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 304 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · derivative · entry 9 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609 Underlying: Common Stock · 304 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_date: These RSUs will vest 1/3 on 5/24/2023, 1/3 on 5/24/2024 and 1/3 on 5/24/2025. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/24/2023, 1/3 on 5/24/2024 and 1/3 on 5/24/2025. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 35 | $396.43 | $13,875.05 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 4 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 660 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 142 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 3 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 695 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 24, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 75 | $396.43 | $29,732.25 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 2 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 553 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:16 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012362 · form4.xml · nonDerivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628 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 23, 2023 Filed May 25, 2023 17:25 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 2,035 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012161 · form4.xml · derivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,035 Underlying: Common Stock · 2,035 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs will vest 1/3 on 5/23/2024, 1/3 on 5/23/2025 and 1/3 on 5/23/2026. F1 · derivative.expiration_date: These RSUs will vest 1/3 on 5/23/2024, 1/3 on 5/23/2025 and 1/3 on 5/23/2026. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 15:04 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 1,522 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-003223 · form4.xml · derivative · entry 1 Smith LeAnn B · CIK 0001955547 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,522 Underlying: Common Stock · 1,522 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs will vest 1/3 on 2/10/2024, 1/3 on 2/10/2025 and 1/3 on 2/10/2026. F1 · derivative.expiration_date: These RSUs will vest 1/3 on 2/10/2024, 1/3 on 2/10/2025 and 1/3 on 2/10/2026. 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.