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Sheffield Holly R

Disclosed activity across 1 company

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69588
SEC CIK
0001745369

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
COOPER COMPANIES, INC.COO · Entity 3395President, CSIJanuary 08, 2026January 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect43,261 Ending reported balance After 2026-01-08 transaction · row 6
6 source rows · reconciled sequence

Row 1 · 2026-01-08 · Exercise / conversion · Acquired 3,154 · Balance 42,206

Row 2 · 2026-01-08 · Exercise / conversion · Acquired 1,592 · Balance 43,798

Row 3 · 2026-01-08 · Exercise / conversion · Acquired 3,304 · Balance 47,102

Row 4 · 2026-01-08 · Tax withholding · Disposed 1,462 · Balance 45,640

Row 5 · 2026-01-08 · Tax withholding · Disposed 738 · Balance 44,902

Row 6 · 2026-01-08 · Tax withholding · Disposed 1,641 · Balance 43,261

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct1,592 Reported balance After 2026-01-08 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-01-08 · Exercise / conversion · Disposed 1,592 · Balance 1,592

F1: This award vests 25%/year over 4 years - 1,592 shares on 1/8/2024, 1,592 shares on 1/8/2025, 1,592 shares on 1/8/2026, 1,592 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 $0.00Direct6,612 Reported balance After 2026-01-08 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2026-01-08 · Exercise / conversion · Disposed 3,304 · Balance 6,612

F3: This award vests 25%/year over 4 years - 3,308 shares on 1/8/2025, 3,304 shares on 1/8/2026, 3,308 shares on 1/8/2027, 3,304 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 $0.00Direct9,462 Reported balance After 2026-01-08 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2026-01-08 · Exercise / conversion · Disposed 3,154 · Balance 9,462

F4: This award vests 25%/year over 4 years - 3,154 shares on 1/8/2026, 3,154 shares on 1/8/2027, 3,154 shares on 1/8/2028, 3,154 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.

Filing footnotes · ownership attribution and instrument terms

F1: This award vests 25%/year over 4 years - 1,592 shares on 1/8/2024, 1,592 shares on 1/8/2025, 1,592 shares on 1/8/2026, 1,592 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 - 3,308 shares on 1/8/2025, 3,304 shares on 1/8/2026, 3,308 shares on 1/8/2027, 3,304 shares on 1/8/2028 - subject to continued service.

F4: This award vests 25%/year over 4 years - 3,154 shares on 1/8/2026, 3,154 shares on 1/8/2027, 3,154 shares on 1/8/2028, 3,154 shares on 1/8/2029 - subject to continued service.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 3,154 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · derivative · entry 9

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,462

Underlying: Common Stock · 3,154 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: This award vests 25%/year over 4 years - 3,154 shares on 1/8/2026, 3,154 shares on 1/8/2027, 3,154 shares on 1/8/2028, 3,154 shares on 1/8/2029 - subject to continued service.

F2 · derivative.expiration_date: This award has no expiration date. Restricted Stock Units will either vest or be forfeited.

Read SEC document
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 3,304 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · derivative · entry 8

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,612

Underlying: Common Stock · 3,304 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: This award vests 25%/year over 4 years - 3,308 shares on 1/8/2025, 3,304 shares on 1/8/2026, 3,308 shares on 1/8/2027, 3,304 shares on 1/8/2028 - subject to continued service.

F2 · derivative.expiration_date: This award has no expiration date. Restricted Stock Units will either vest or be forfeited.

Read SEC document
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 1,592 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · derivative · entry 7

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,592

Underlying: Common Stock · 1,592 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: This award vests 25%/year over 4 years - 1,592 shares on 1/8/2024, 1,592 shares on 1/8/2025, 1,592 shares on 1/8/2026, 1,592 shares on 1/8/2027 - subject to continued service.

F2 · derivative.expiration_date: This award has no expiration date. Restricted Stock Units will either vest or be forfeited.

Read SEC document
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 1,641 $83.13 $136,416.33
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · nonDerivative · entry 6

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,261

Read SEC document
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 738 $83.13 $61,349.94
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · nonDerivative · entry 5

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,902

Read SEC document
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 1,462 $83.13 $121,536.06
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · nonDerivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,640

Read SEC document
January 08, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 3,304 $0.00 $0.00
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · nonDerivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,102

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, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 1,592 $0.00 $0.00
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,798

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, 2026 Filed Jan 12, 2026 21:23 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 3,154 $0.00 $0.00
Disclosure

SEC source: 0001745369-26-000001 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,206

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 16, 2025 Filed Dec 16, 2025 23:36 UTC COOPER COMPANIES, INC. COO · Entity 3395 PurchaseCommon Stock 1,230 $80.75 $99,322.50
Disclosure

SEC source: 0001745369-25-000005 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,052

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:57 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantRestricted Stock Units · Derivative 15,921 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001745369-25-000004 · primarydocument.xml · derivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,921

Underlying: Common Stock · 15,921 shares

Expires not disclosed

F3 · derivative.exercise_date: 25%/year over 4 years - Jan 8 vest date beginning on Jan 8, 2026.

F4 · derivative.expiration_date: This award has no expiration date. Restricted Stock Units will either vest or be forfeited.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:57 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantPerformance Stock Units · Derivative 7,960 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001745369-25-000004 · primarydocument.xml · derivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,960

Underlying: Common Stock · 7,960 shares

Expires not disclosed

F1 · derivative.exercise_date: The Performance Stock Units (PSUs) will vest based on The Cooper Companies, Inc. Total Shareholder Return (TSR) performance relative to the index over a three-year performance period ending October 31, 2028. Between 0% and 200% of the target number of PSUs may vest depending on performance. No shares will vest if minimum TSR performance is not achieved.

F2 · derivative.expiration_date: PSUs have no expiration date; they settle after certification of performance results following the performance period.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 21:24 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionPerformance Stock Unit · Derivative 17,309 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-25-000878 · primarydocument.xml · derivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,309 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: This award automatically converts to shares of common stock upon vesting.

F2 · derivative.expiration_date: This award has no expiration date. Units will either vest or be forfeited.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 21:24 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 8,021 $96.55 $774,427.55
Disclosure

SEC source: 0001562180-25-000878 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,822

Read SEC document
February 01, 2025 Filed Feb 4, 2025 21:24 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 17,309 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-000878 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,843

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, 2025 Filed Jan 10, 2025 21:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 3,308 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-25-000305 · primarydocument.xml · derivative · entry 6

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,916

Underlying: Common Stock · 3,308 shares

Expires 2033-12-12

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.

F3 · derivative.exercise_date: This award vests 25%/year over 4 years - 3,308 shares on 1/8/2025, 3,304 shares on 1/8/2026, 3,308 shares on 1/8/2027, 3,304 shares on 1/8/2028.

F2 · balance_after: Adjusted to reflect Issuer's 4-for-1 stock split effected on 2/16/2024.

Read SEC document
January 08, 2025 Filed Jan 10, 2025 21:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 1,592 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-25-000305 · primarydocument.xml · derivative · entry 5

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,184

Underlying: Common Stock · 1,592 shares

Expires 2032-12-13

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_date: This award vests 25%/year over 4 years - 1,592 shares on 1/8/2024, 1,592 shares on 1/8/2025, 1,592 shares on 1/8/2026, 1,592 shares on 1/8/2027 - subject to continued service.

F2 · balance_after: Adjusted to reflect Issuer's 4-for-1 stock split effected on 2/16/2024.

Read SEC document
January 08, 2025 Filed Jan 10, 2025 21:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 1,626 $91.88 $149,396.88
Disclosure

SEC source: 0001562180-25-000305 · primarydocument.xml · nonDerivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,534

Read SEC document
January 08, 2025 Filed Jan 10, 2025 21:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 738 $91.88 $67,807.44
Disclosure

SEC source: 0001562180-25-000305 · primarydocument.xml · nonDerivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,160

Read SEC document
January 08, 2025 Filed Jan 10, 2025 21:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 3,308 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-000305 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,898

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, 2025 Filed Jan 10, 2025 21:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 1,592 $0.00 $0.00
Disclosure

SEC source: 0001562180-25-000305 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,590

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 10, 2024 Filed Dec 12, 2024 23:13 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantRestricted Stock Units · Derivative 12,616 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008378 · primarydocument.xml · derivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,616

Underlying: Common Stock · 12,616 shares

Expires not disclosed

F6 · derivative.exercise_date: 25%/year over 4 years - Jan 8 vest date beginning on 08-Jan-2025

F5 · derivative.expiration_date: This award has no expiration date. Units will either vest or be forfeit.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 23:13 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantPerformance Stock Units · Derivative 17,309 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-008378 · primarydocument.xml · derivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,309

Underlying: Common Stock · 17,309 shares

Expires not disclosed

F3 · security: Performance stock units earned for the three-year performance period ended Oct 31, 2024, which will vest and convert to shares of the Issuer's common stock on Feb 1, 2025, subject to continued service.

F4 · derivative.exercise_date: This award automatically converts to shares of common stock at vest

F5 · derivative.expiration_date: This award has no expiration date. Units will either vest or be forfeit.

Read SEC document
January 08, 2024 Filed Jan 11, 2024 00:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 398 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000423 · primarydocument.xml · derivative · entry 6

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,194

Underlying: Common Stock · 398 shares

Expires 2032-12-13

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.

F2 · derivative.exercise_date: 25%/year over 4 years - Jan 8 vest date beginning on 08-Jan-2023

Read SEC document
January 08, 2024 Filed Jan 11, 2024 00:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 588 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000423 · primarydocument.xml · derivative · entry 5

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 588 shares

Expires 2028-12-11

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: Vests 589 share(s) on 08-Jan-2020, 589 share(s) on 08-Jan-2021, 589 share(s) on 08-Jan-2022, 589 share(s) on 08-Jan-2023, 588 share(s) on 08-Jan-2024

Read SEC document
January 08, 2024 Filed Jan 11, 2024 00:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 206 $373.57 $76,955.42
Disclosure

SEC source: 0001562180-24-000423 · primarydocument.xml · nonDerivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,233.356

Read SEC document
January 08, 2024 Filed Jan 11, 2024 00:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 125 $373.57 $46,696.25
Disclosure

SEC source: 0001562180-24-000423 · primarydocument.xml · nonDerivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,439.356

Read SEC document
January 08, 2024 Filed Jan 11, 2024 00:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 398 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000423 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,564.356

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, 2024 Filed Jan 11, 2024 00:11 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 588 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-000423 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,166.356

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, 2024 Filed Feb 15, 2024 21:58 UTC Amendment COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 212 $373.57 $79,196.84
Disclosure

SEC source: 0001562180-24-001331 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,040.356

F1 · shares: Reflects corrected number of shares withheld to cover taxes on release of RSUs on January 8, 2024.

Read SEC document
January 08, 2024 Filed Feb 15, 2024 21:58 UTC Amendment COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 312 $373.57 $116,553.84
Disclosure

SEC source: 0001562180-24-001331 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,854.356

F1 · shares: Reflects corrected number of shares withheld to cover taxes on release of RSUs on January 8, 2024.

Read SEC document
December 12, 2023 Filed Dec 15, 2023 00:09 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantRestricted Stock Units · Derivative 3,306 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-23-008380 · primarydocument.xml · derivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,306

Underlying: Common Stock · 3,306 shares

Expires 2033-12-12

F1 · derivative.exercise_date: 25%/year over 4 years - Anniversary beginning on 08-Jan-2024

Read SEC document
June 04, 2023 Filed Jun 7, 2023 18:45 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 1,104 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-23-004922 · primarydocument.xml · derivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,104 shares

Expires 2028-06-04

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: Vests 1,105 share(s) on 04-JUN 2020, 1,105 share(s) on 04-JUN 2021, 1,105 share(s) on 04-JUN 2022, 1,104 shares on 04-JUN 2023

Read SEC document
June 04, 2023 Filed Jun 7, 2023 18:45 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 374 $356.47 $133,319.78
Disclosure

SEC source: 0001562180-23-004922 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,578.356

Read SEC document
June 04, 2023 Filed Jun 7, 2023 18:45 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 1,104 $356.47 $393,542.88
Disclosure

SEC source: 0001562180-23-004922 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,952.356

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, 2023 Filed Jan 10, 2023 21:41 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 589 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-23-000339 · primarydocument.xml · derivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 588

Underlying: Common Stock · 589 shares

Expires 2028-12-11

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: Vests 589 share(s) on 08-Jan-2020, 589 share(s) on 08-Jan-2021, 589 share(s) on 08-Jan-2022, 589 share(s) on 08-Jan-2023, 588 share(s) on 08-Jan-2024

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January 08, 2023 Filed Jan 10, 2023 21:41 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 295 $345.17 $101,825.15
Disclosure

SEC source: 0001562180-23-000339 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,848.356

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January 08, 2023 Filed Jan 10, 2023 21:41 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 589 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-000339 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,143.356

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, 2022 Filed Dec 14, 2022 23:04 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantStock Options (Right to Buy) · Derivative 5,089 $0.00 Strike: $329.83 $0.00
Disclosure

SEC source: 0001562180-22-008294 · primarydocument.xml · derivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,089

Underlying: Common Stock · 5,089 shares

Expires 2032-12-13

F3 · derivative.exercise_date: 25%/year over 4 years - Anniversary vesting

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December 13, 2022 Filed Dec 14, 2022 23:04 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantRestricted Stock Units · Derivative 1,592 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-22-008294 · primarydocument.xml · derivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,592

Underlying: Common Stock · 1,592 shares

Expires 2032-12-13

F2 · derivative.exercise_date: 25%/year over 4 years - beginning Jan 8 2024

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June 04, 2022 Filed Jun 6, 2022 21:36 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 1,105 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-22-004851 · primarydocument.xml · derivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,104

Underlying: Common Stock · 1,105 shares

Expires 2028-06-04

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: Vests 1,105 share(s) on 04-Jun-2020, 1,105 share(s) on 04-Jun-2021, 1,105 share(s) on 04-Jun-2022, 1,104 share(s) on 04-Jun-2023

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June 04, 2022 Filed Jun 6, 2022 21:36 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 513 $342.27 $175,584.51
Disclosure

SEC source: 0001562180-22-004851 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,543.816

F1 · balance_after: Includes 18.228 shares acquired under the COO ESPP on 2/1/2022 and 45.31 shares acquired under the COO ESPP on 5/2/2022.

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June 04, 2022 Filed Jun 6, 2022 21:36 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 1,105 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-004851 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,993.278

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, 2022 Filed Jan 11, 2022 22:27 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 589 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-22-000407 · primarydocument.xml · derivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,177

Underlying: Common Stock · 589 shares

Expires 2028-12-11

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: Vests 589 share(s) on 08-Jan-2020, 589 share(s) on 08-Jan-2021, 589 share(s) on 08-Jan-2022, 589 share(s) on 08-Jan-2023, 588 share(s) on 08-Jan-2024

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January 08, 2022 Filed Jan 11, 2022 22:27 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 185 $408.64 $75,598.40
Disclosure

SEC source: 0001562180-22-000407 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,888.278

Read SEC document
January 08, 2022 Filed Jan 11, 2022 22:27 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 589 $0.00 $0.00
Disclosure

SEC source: 0001562180-22-000407 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,073.278

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 07, 2021 Filed Dec 9, 2021 21:58 UTC COOPER COMPANIES, INC. COO · Entity 3395 GrantStock Options (Right to Buy) · Derivative 10,474 $0.00 Strike: $406.17 $0.00
Disclosure

SEC source: 0001562180-21-007598 · primarydocument.xml · derivative · entry 3

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,474

Underlying: Common Stock · 10,474 shares

Expires 2031-12-07

F2 · derivative.exercise_date: 12/7/2021 NQ - 25%/year over 4 years - Anniversary beginning on 12/7/2022

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June 04, 2021 Filed Jun 7, 2021 21:13 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionRestricted Stock Units · Derivative 1,105 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004096 · primarydocument.xml · derivative · entry 4

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,209

Underlying: Common Stock · 1,105 shares

Expires 2028-06-04

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: Vests 1,105 share(s) on 04-Jun-2020, 1,105 share(s) on 04-Jun-2021, 1,105 share(s) on 04-Jun-2022, 1,104 share(s) on 04-Jun-2023

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June 04, 2021 Filed Jun 7, 2021 21:13 UTC COOPER COMPANIES, INC. COO · Entity 3395 Tax withholdingCommon Stock 347 $381.96 $132,540.12
Disclosure

SEC source: 0001562180-21-004096 · primarydocument.xml · nonDerivative · entry 2

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,447.683

F1 · balance_after: Includes 21.145 shares acquired under the COO ESPP on 2/1/2021

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June 04, 2021 Filed Jun 7, 2021 21:13 UTC COOPER COMPANIES, INC. COO · Entity 3395 Exercise / conversionCommon Stock 1,105 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004096 · primarydocument.xml · nonDerivative · entry 1

Sheffield Holly R · CIK 0001745369 · President, CSI

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,773.538

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.