Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elanco Animal Health IncELAN · Entity 3457 | SEE REMARKS | July 01, 2022 | July 05, 2023 |
| Solventum CorpSOLV · Entity 1645 | Chief Legal Affairs Officer | May 13, 2026 | May 15, 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.
Elanco Animal Health Inc
Report date July 01, 2022 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,016 |
Reported balance
After 2023-07-01 transaction · row 1
1 source rowRow 1 · 2023-07-01 · Tax withholding · Disposed 1,868 · Balance 47,016 |
Solventum Corp
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,540 |
Ending reported balance
After 2026-05-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-13 · Exercise / conversion · Acquired 4,488 · Balance 15,492 Row 2 · 2026-05-13 · Tax withholding · Disposed 1,952 · Balance 13,540 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2034-05-13 | Direct | 4,488 |
Reported balance
After 2026-05-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-13 · Exercise / conversion · Disposed 4,488 · Balance 4,488 F1: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F2: The RSUs shall fully vest in three tranches, with one-third vesting on each of May 13, 2025; May 13, 2026; and May 13, 2027, subject to continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement.
F2: The RSUs shall fully vest in three tranches, with one-third vesting on each of May 13, 2025; May 13, 2026; and May 13, 2027, subject to continued service through the vesting date.
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 13, 2026 Filed May 15, 2026 20:09 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionRestricted Stock Units · Derivative | 4,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001868881-26-000005 · wk-form4_1778875745.xml · derivative · entry 3 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,488 Underlying: Common Stock · 4,488 shares Expires 2034-05-13 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_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of May 13, 2025; May 13, 2026; and May 13, 2027, subject to continued service through the vesting date. Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:09 UTC | Solventum Corp SOLV · Entity 1645 | Tax withholdingCommon Stock | 1,952 | $74.41 | $145,248.32 |
DisclosureSEC source: 0001868881-26-000005 · wk-form4_1778875745.xml · nonDerivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,540 Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:09 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionCommon Stock | 4,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001868881-26-000005 · wk-form4_1778875745.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,492 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 |
| March 06, 2026 Filed Mar 9, 2026 23:47 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionRestricted Stock Units · Derivative | 4,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001868881-26-000002 · wk-form4_1773100031.xml · derivative · entry 4 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,363 Underlying: Common Stock · 4,180 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_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of the first, second and third anniversaries of the grant date, subject to continued service through the vesting date. F2 · derivative.expiration_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of the first, second and third anniversaries of the grant date, subject to continued service through the vesting date. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 23:47 UTC | Solventum Corp SOLV · Entity 1645 | Tax withholdingCommon Stock | 1,232 | $69.41 | $85,513.12 |
DisclosureSEC source: 0001868881-26-000002 · wk-form4_1773100031.xml · nonDerivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,004 Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 23:47 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionCommon Stock | 4,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001868881-26-000002 · wk-form4_1773100031.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,236 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 |
| March 05, 2026 Filed Mar 9, 2026 23:47 UTC | Solventum Corp SOLV · Entity 1645 | GrantRestricted Stock Units · Derivative | 14,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001868881-26-000002 · wk-form4_1773100031.xml · derivative · entry 3 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,835 Underlying: Common Stock · 14,835 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of the first, second and third anniversaries of the grant date, subject to continued service through the vesting date. F2 · derivative.expiration_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of the first, second and third anniversaries of the grant date, subject to continued service through the vesting date. Read SEC document |
| December 01, 2025 Filed Dec 4, 2025 00:22 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionRestricted Stock Units · Derivative | 3,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001868881-25-000004 · wk-form4_1764807732.xml · derivative · entry 3 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,811 shares Expires 2025-12-01 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. F1 · derivative.exercise_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs are fully vested. F2 · balance_after: The RSUs are fully vested. Read SEC document |
| December 01, 2025 Filed Dec 4, 2025 00:22 UTC | Solventum Corp SOLV · Entity 1645 | Tax withholdingCommon Stock | 1,510 | $85.56 | $129,195.60 |
DisclosureSEC source: 0001868881-25-000004 · wk-form4_1764807732.xml · nonDerivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,056 Read SEC document |
| December 01, 2025 Filed Dec 4, 2025 00:22 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionCommon Stock | 3,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001868881-25-000004 · wk-form4_1764807732.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,566 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 · price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Common Stock upon settlement. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:17 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionRestricted Stock Units · Derivative | 4,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-025935 · wk-form4_1747340231.xml · derivative · entry 3 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,976 Underlying: Common Stock · 4,487 shares Expires 2034-05-13 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_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of May 13, 2025; May 13, 2026; and May 13, 2027, subject to continued service through the vesting date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:17 UTC | Solventum Corp SOLV · Entity 1645 | Tax withholdingCommon Stock | 1,301 | $73.52 | $95,649.52 |
DisclosureSEC source: 0001628280-25-025935 · wk-form4_1747340231.xml · nonDerivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,755 Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:17 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionCommon Stock | 4,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-025935 · wk-form4_1747340231.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,056 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 |
| March 06, 2025 Filed Mar 10, 2025 20:32 UTC | Solventum Corp SOLV · Entity 1645 | GrantRestricted Stock Units · Derivative | 12,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-011711 · wk-form4_1741638758.xml · derivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,543 Underlying: Common Stock · 12,543 shares Expires 2035-03-06 F1 · derivative.exercise_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of the first, second and third anniversaries of the grant date, subject to continued service through the vesting date. Read SEC document |
| December 01, 2024 Filed Dec 4, 2024 00:13 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionRestricted Stock Units · Derivative | 3,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001964738-24-000066 · wk-form4_1733271191.xml · derivative · entry 3 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,812 Underlying: Common Stock · 3,812 shares Expires 2034-12-01 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. F2 · derivative.exercise_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs shall fully vest in two tranches, with one-half vesting on each of the first and second anniversaries of the grant date, subject to continued service through the vesting date. Read SEC document |
| December 01, 2024 Filed Dec 4, 2024 00:13 UTC | Solventum Corp SOLV · Entity 1645 | Tax withholdingCommon Stock | 1,243 | $71.51 | $88,886.93 |
DisclosureSEC source: 0001964738-24-000066 · wk-form4_1733271191.xml · nonDerivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,569 Read SEC document |
| December 01, 2024 Filed Dec 4, 2024 00:13 UTC | Solventum Corp SOLV · Entity 1645 | Exercise / conversionCommon Stock | 3,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001964738-24-000066 · wk-form4_1733271191.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Affairs Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,812 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: Reflects vesting of Solventum RSUs received upon conversion of previously granted 3M RSUs. Each 3M RSU converted into the number of Solventum RSUs equal to the number of 3M Shares subject to such 3M RSU Award immediately prior to the Effective Time of the separation, multiplied by the SpinCo Ratio as set forth in the Employee Matters Agreement entered into in connection with the separation. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:58 UTC | Solventum Corp SOLV · Entity 1645 | GrantRestricted Stock Units · Derivative | 13,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015496 · form4.xml · derivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,463 Underlying: Common Stock · 13,463 shares Expires 2034-05-13 F1 · derivative.exercise_price: Each Restricted Stock unit ("RSU") represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest in three tranches, with one-third vesting on each of May 13, 2025; May 13, 2026; and May 13, 2027, subject to continued service through the vesting date. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:17 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | Tax withholdingCommon Stock | 1,868 | $10.06 | $18,792.08 |
DisclosureSEC source: 0001415889-23-010794 · form4-07052023_090757.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,016 Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 02:00 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantEmployee Stock Option (right to buy) · Derivative | 76,065 | $0.00 Strike: $11.26 | $0.00 |
DisclosureSEC source: 0001415889-23-004282 · form4-03042023_020342.xml · derivative · entry 3 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,065 Underlying: Common Stock · 76,065 shares Expires 2033-03-01 F3 · derivative.exercise_date: Grant of stock options vesting as follows: one-third vesting on March 1, 2024, one-third vesting on March 1, 2025, and the remaining vesting on March 1, 2026. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 02:00 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 33,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004282 · form4-03042023_020342.xml · nonDerivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,884 F2 · shares: Grant of restricted stock units pursuant to the Amended and Restated 2018 Elanco Stock Plan on March 1, 2023, one-third vesting on March 1, 2024, one-third vesting on March 1, 2025, and the remaining vesting on March 1, 2026. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 02:00 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | Tax withholdingCommon Stock | 1,707 | $11.26 | $19,220.82 |
DisclosureSEC source: 0001415889-23-004282 · form4-03042023_020342.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,580 F1 · shares: Represents shares tendered to the Company to cover the Reporting Person's tax liability upon vesting of restricted stock units previously awarded under the Amended and Restated 2018 Elanco Stock Plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 22:02 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | Tax withholdingCommon Stock | 1,868 | $20.62 | $38,518.16 |
DisclosureSEC source: 0001415889-22-007519 · form4-07062022_030741.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,287 F1 · shares: Represents shares tendered to the Company to cover the Reporting Person's tax liability upon vesting of restricted stock units previously awarded under the Amended and Restated 2018 Elanco Stock Plan. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:00 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantEmployee Stock Option(right to buy) · Derivative | 28,123 | $0.00 Strike: $28.94 | $0.00 |
DisclosureSEC source: 0001415889-22-002469 · form4-03032022_060318.xml · derivative · entry 2 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,123 Underlying: Common Stock · 28,123 shares Expires 2032-03-01 F2 · derivative.exercise_date: Grant of stock options vesting as follows: one-third vesting on March 1, 2023, one-third vesting on March 1, 2024, and the remaining vesting on March 1, 2025. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:00 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 10,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002469 · form4-03032022_060318.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · SEE REMARKS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,155 F1 · shares: Grant of restricted stock units pursuant to the Amended and Restated 2018 Elanco Stock Plan on March 1, 2022, one-third vesting on March 1, 2023, one-third vesting on March 1, 2024, and the remaining vesting on March 1, 2025. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:18 UTC | Elanco Animal Health Inc ELAN · Entity 3457 | GrantCommon Stock | 8,572 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-21-000378 · edgar.xml · nonDerivative · entry 1 Kirberger Marcela A. · CIK 0001868881 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,572 F1 · price: Grant of restricted stock units pursuant to the 2018 Elanco Stock Plan on July 1, 2021, one-half vesting on July 1, 2022 and the remaining half vesting on July 1, 2023. 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.