Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Edwards Lifesciences CorpEW · Entity 3026 | CVP,Strategy/Corp Development | May 27, 2026 | May 27, 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.
Edwards Lifesciences Corp
Report date May 27, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 98,611 |
Reported balance
After 2026-05-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-27 · Sale · Disposed 23,145 · Balance 98,611 F1: This transaction was executed in multiple trades at prices ranging from $86.27 to $86.57. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | Direct | 22,798.2532 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,798.2532 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 30,969.5756 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 30,969.5756 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $86.27 to $86.57. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| January 12, 2017 Filed Jan 17, 2017 21:39 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 18,720 | $25.48 | $476,985.60 |
DisclosureSEC source: 0001225208-17-001184 · doc4.xml · nonDerivative · entry 1 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,620.5147 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. In a Form 4 filed on May 16, 2016, the Reporting Person reported that 7,769 pre-split shares (15,358 post-split shares) were not beneficially owned by him. The current amount reflected on this Form 4 correctly reflects that such shares are indirectly held by the Reporting Person. Read SEC document |
| November 29, 2016 Filed Jan 17, 2017 21:39 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GiftCommon Stock | 5,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001184 · doc4.xml · nonDerivative · entry 4 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,604 F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. In a Form 4 filed on May 16, 2016, the Reporting Person reported that 7,769 pre-split shares (15,358 post-split shares) were not beneficially owned by him. The current amount reflected on this Form 4 correctly reflects that such shares are indirectly held by the Reporting Person. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 20,000 | $0.00 Strike: $25.48 | $0.00 |
DisclosureSEC source: 0001225208-16-041207 · doc4.xml · derivative · entry 7 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,600 Underlying: Common Stock · 20,000 shares Expires 2017-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 6,656 | $89.15 | $593,408.36 |
DisclosureSEC source: 0001225208-16-041207 · doc4.xml · nonDerivative · entry 5 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,900.5147 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F5 · price: This transaction was executed in multiple trades at prices ranging from $88.78 to $89.69. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 4,919 | $91.20 | $448,621.16 |
DisclosureSEC source: 0001225208-16-041207 · doc4.xml · nonDerivative · entry 4 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,556.5147 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F4 · price: This transaction was executed in multiple trades at prices ranging from $90.89 to $91.76. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 3,325 | $90.46 | $300,762.88 |
DisclosureSEC source: 0001225208-16-041207 · doc4.xml · nonDerivative · entry 3 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,475.5147 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F3 · price: This transaction was executed in multiple trades at prices ranging from $89.89 to $90.85. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 100 | $92.22 | $9,222.00 |
DisclosureSEC source: 0001225208-16-041207 · doc4.xml · nonDerivative · entry 2 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,800.5147 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:01 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 20,000 | $25.48 | $509,600.00 |
DisclosureSEC source: 0001225208-16-041207 · doc4.xml · nonDerivative · entry 1 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,900.5147 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:19 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionEmployee Stock Option (Right to Acquire) · Derivative | 20,000 | $0.00 Strike: $25.48 | $0.00 |
DisclosureSEC source: 0001225208-16-038852 · doc4.xml · derivative · entry 4 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,600 Underlying: Common Stock · 20,000 shares Expires 2017-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F5 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:19 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 18,000 | $115.78 | $2,084,049.00 |
DisclosureSEC source: 0001225208-16-038852 · doc4.xml · nonDerivative · entry 2 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,900.5147 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F3 · price: This transaction was executed in multiple trades at prices ranging from $115.37 to $116.14. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. This amount includes quarterly acquisition of shares under the Edwards Lifesciences Corporation Employee Stock Purchase Plan as reflected on the most recent report of the plan administrator. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:19 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 20,000 | $25.48 | $509,600.00 |
DisclosureSEC source: 0001225208-16-038852 · doc4.xml · nonDerivative · entry 1 BOBO DONALD E JR · CIK 0001196661 · CVP, Heart Valve Therapy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,900.5147 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 28, 2016. F2 · balance_after: This Form 4 reflects changes in beneficial ownership only; it does not identify other securities of the Issuer beneficially owned by the Reporting Person. This amount includes quarterly acquisition of shares under the Edwards Lifesciences Corporation Employee Stock Purchase Plan as reflected on the most recent report of the plan administrator. 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.