Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COOPER COMPANIES, INC.COO · Entity 3395 | EVP & Chief Operating Officer | January 08, 2026 | January 12, 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.
COOPER COMPANIES, INC.
Report date January 08, 2026 · Filed January 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,352 |
Ending reported balance
After 2026-01-08 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-01-08 · Exercise / conversion · Acquired 4,168 · Balance 67,288 Row 2 · 2026-01-08 · Exercise / conversion · Acquired 4,556 · Balance 71,844 Row 3 · 2026-01-08 · Exercise / conversion · Acquired 4,163 · Balance 76,007 Row 4 · 2026-01-08 · Tax withholding · Disposed 2,415 · Balance 73,592 Row 5 · 2026-01-08 · Tax withholding · Disposed 2,121 · Balance 71,471 Row 6 · 2026-01-08 · Tax withholding · Disposed 2,119 · Balance 69,352 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,168 |
Reported balance
After 2026-01-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-01-08 · Exercise / conversion · Disposed 4,168 · Balance 4,168 F1: This award vests 25%/year over 4 years - 4,168 shares on 1/8/2024, 4,172 shares on 1/8/2025, 4,168 shares on 1/8/2026, 4,168 shares on 1/8/2027 - subject to continued service. F2: This award has no expiration date. Restricted Stock Units will either vest or be forfeited. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 9,108 |
Reported balance
After 2026-01-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-01-08 · Exercise / conversion · Disposed 4,556 · Balance 9,108 F3: This award vests 25%/year over 4 years - 4,556 shares on 1/8/2025, 4,556 shares on 1/8/2026, 4,552 shares on 1/8/2027, 4,556 shares on 1/8/2028 - subject to continued service. F2: This award has no expiration date. Restricted Stock Units will either vest or be forfeited. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,490 |
Reported balance
After 2026-01-08 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-01-08 · Exercise / conversion · Disposed 4,163 · Balance 12,490 F4: This award vests 25%/year over 4 years - 4,163 shares on 1/8/2026, 4,164 shares on 1/8/2027, 4,163 shares on 1/8/2028, 4,163 shares on 1/8/2029 - subject to continued service. F2: This award has no expiration date. Restricted Stock Units will either vest or be forfeited. |
| Common StockSEC Table I · non-derivative | IndirectThe McBride Family Trust | 94,496 |
Reported balance
Holding disclosure · report date 2026-01-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 94,496 |
Filing footnotes · ownership attribution and instrument terms
F1: This award vests 25%/year over 4 years - 4,168 shares on 1/8/2024, 4,172 shares on 1/8/2025, 4,168 shares on 1/8/2026, 4,168 shares on 1/8/2027 - subject to continued service.
F2: This award has no expiration date. Restricted Stock Units will either vest or be forfeited.
F3: This award vests 25%/year over 4 years - 4,556 shares on 1/8/2025, 4,556 shares on 1/8/2026, 4,552 shares on 1/8/2027, 4,556 shares on 1/8/2028 - subject to continued service.
F4: This award vests 25%/year over 4 years - 4,163 shares on 1/8/2026, 4,164 shares on 1/8/2027, 4,163 shares on 1/8/2028, 4,163 shares on 1/8/2029 - subject to continued service.
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 08, 2017 Filed Jan 10, 2017 21:39 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001439 · form4.xml · nonDerivative · entry 5 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,113 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, 2017 Filed Jan 10, 2017 21:39 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001439 · form4.xml · nonDerivative · entry 4 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,279 F3 · shares: 1/8/2017 RSU/PSU Release: Shares withheld to cover applicable tax obligations. A FMV (closing price of the Company's common stock on 1/6/2017) of $177.21 was used. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:39 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001439 · form4.xml · nonDerivative · entry 3 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,655 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, 2017 Filed Jan 10, 2017 21:39 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001439 · form4.xml · nonDerivative · entry 2 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,975 F3 · shares: 1/8/2017 RSU/PSU Release: Shares withheld to cover applicable tax obligations. A FMV (closing price of the Company's common stock on 1/6/2017) of $177.21 was used. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:39 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantCommon Stock | 4,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001439 · form4.xml · nonDerivative · entry 1 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,594 F1 · shares: 1/8/2017 Deferred PSU Release: Shares awarded on achievement of maximum performance targets under Performance Share Awards granted December 14, 2011. F2 · shares: PSU Deferral: Ownership of these shares was deferred for a designated period as provided by the terms of the underlying performance share award agreement. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 00:28 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $42.65 | $0.00 |
DisclosureSEC source: 0001127602-16-070723 · form4.xml · derivative · entry 4 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2017-10-24 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: One-fourth shall vest on the earlier of (a) 10/25/08 or (b) when the average closing price reaches $47.77; one-fourth shall vest on the earlier of (a) 10/25/09 or (b) when the average closing price reaches $51.18; one-fourth shall vest on the earlier of (a) 10/25/10 or (b) when the average closing price reaches $55.45; and one-fourth shall vest on the earlier of (a) 10/25/11 or (b) when the average closing price reaches $59.71. Average Closing Price is defined as the average of the closing prices of a share of common stock of the Company on the New York Stock Exchange (composite quotations, rounded to the nearest whole cent) for the days on which the common stock is so traded, during any 30 consecutive calendar day period commencing on the date the specified stock target is achieved. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 00:28 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | SaleCommon Stock | 20,000 | $174.82 | $3,496,392.00 |
DisclosureSEC source: 0001127602-16-070723 · form4.xml · nonDerivative · entry 2 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,644 F1 · price: Sale price represents an average of the selling prices between $174.39 and $175.155. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 00:28 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 20,000 | $42.65 | $853,000.00 |
DisclosureSEC source: 0001127602-16-070723 · form4.xml · nonDerivative · entry 1 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,644 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 |
| December 13, 2016 Filed Dec 15, 2016 22:50 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantEmployee Stock Option (Right to Buy) · Derivative | 28,748 | $0.00 Strike: $175.31 | $0.00 |
DisclosureSEC source: 0001127602-16-070155 · form4.xml · derivative · entry 3 McBride Daniel G · CIK 0001368867 · EVP, COO & Pres-CooperVision 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,748 Underlying: Common Stock · 28,748 shares Expires 2026-12-13 F1 · derivative.exercise_date: 12/13/16 NQ Grant: The options will vest in equal increments over five years measured from the date of grant as follows: 1/5 shall vest on 12/13/17; 1/5 shall vest on 12/13/18; 1/5 shall vest on 12/13/19; 1/5 shall vest on 12/13/20 and 1/5 shall vest on 12/13/21. 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.