Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COOPER COMPANIES, INC.COO · Entity 3395 | President, CSI | 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 | 43,261 |
Ending reported balance
After 2026-01-08 transaction · row 6
6 source rows · reconciled sequenceRow 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 $0.00 | Direct | 1,592 |
Reported balance
After 2026-01-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $0.00 | Direct | 6,612 |
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 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 $0.00 | Direct | 9,462 |
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 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
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, 2021 Filed Jan 12, 2021 21:53 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionRestricted Stock Units · Derivative | 589 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000308 · primarydocument.xml · derivative · entry 4 Sheffield Holly R · CIK 0001745369 · President, CSI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766 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 Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 21:53 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 205 | $363.23 | $74,462.15 |
DisclosureSEC source: 0001562180-21-000308 · primarydocument.xml · nonDerivative · entry 2 Sheffield Holly R · CIK 0001745369 · President, CSI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,668.538 Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 21:53 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-000308 · primarydocument.xml · nonDerivative · entry 1 Sheffield Holly R · CIK 0001745369 · President, CSI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,873.538 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 |
| December 08, 2020 Filed Dec 10, 2020 22:28 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantStock Options (Right to Buy) · Derivative | 10,406 | $0.00 Strike: $345.74 | $0.00 |
DisclosureSEC source: 0001562180-20-007172 · primarydocument.xml · derivative · entry 3 Sheffield Holly R · CIK 0001745369 · President, CSI 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,406 Underlying: Common Stock · 10,406 shares Expires 2030-12-08 F1 · derivative.exercise_date: 12-8-2020 NQ - 25%/year over 4 years Read SEC document |
| July 08, 2020 Filed Jul 8, 2020 20:57 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | PurchaseCommon Stock | 534 | $280.20 | $149,624.13 |
DisclosureSEC source: 0001562180-20-005081 · primarydocument.xml · nonDerivative · entry 2 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Indirect · Rollover IRA Disclosed balance after: 1,414 Read SEC document |
| July 08, 2020 Filed Jul 8, 2020 20:57 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | PurchaseCommon Stock | 355 | $280.00 | $99,399.65 |
DisclosureSEC source: 0001562180-20-005081 · primarydocument.xml · nonDerivative · entry 1 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284.538 Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:43 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | PurchaseCommon Stock | 880 | $283.18 | $249,198.40 |
DisclosureSEC source: 0001562180-20-004486 · primarydocument.xml · nonDerivative · entry 1 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Indirect · Rollover IRA Disclosed balance after: 880 Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:30 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionRestricted Stock Units · Derivative | 1,105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004312 · primarydocument.xml · derivative · entry 3 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,314 Underlying: Common Stock · 1,105 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_price: RSU Exercise Price: There is no exercise price associated with the grant of Restricted Stock Units. F2 · price: RSU Exercise Price: There is no exercise price associated with the grant of Restricted Stock Units. F3 · 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 F4 · derivative.expiration_date: RSU Expiration Date: This award has no expiration date. Units will either vest or be forfeit. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:30 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 582 | $313.86 | $182,666.52 |
DisclosureSEC source: 0001562180-20-004312 · primarydocument.xml · nonDerivative · entry 2 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929.538 F1 · balance_after: Includes 66.895 shares acquired under the COO ESPP on 2/3/2020 and 61.643 shares acquired under the COO ESPP on 5/1/2020. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:30 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 1,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004312 · primarydocument.xml · nonDerivative · entry 1 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 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, 2020 Filed Jan 10, 2020 23:11 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionRestricted Stock Units · Derivative | 589 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000338 · primarydocument.xml · derivative · entry 3 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 Underlying: Common Stock · 589 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_price: RSU Exercise Price: There is no exercise price associated with the grant of Restricted Stock Units. F3 · derivative.exercise_date: 12/11/2018 RSU Grant - Vesting Date: The grant vests in equal portions on the following dates: 1/8/20, 1/8/21, 1/8/22, 1/8/23 and 1/8/24. F4 · derivative.expiration_date: RSU Expiration Date: This award has no expiration date. Units will either vest or be forfeit. Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 23:11 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000338 · primarydocument.xml · nonDerivative · entry 2 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278 F1 · shares: 1/8/2020 RSU Release: Shares withheld to cover applicable tax obligations. A FMV (closing price of the Company's common stock on 1/8/2020) of $327.65 was used. Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 23:11 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 589 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000338 · primarydocument.xml · nonDerivative · entry 1 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 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, 2019 Filed Dec 12, 2019 22:28 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantStock Options (Right to Buy) · Derivative | 24,049 | $0.00 Strike: $304.54 | $0.00 |
DisclosureSEC source: 0001562180-19-006048 · primarydocument.xml · derivative · entry 1 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,049 Underlying: Common Stock · 24,049 shares Expires 2029-12-10 F1 · derivative.exercise_date: 12-10-19 NQ Grant: The options will vest in equal increments on the first through the fifth anniversaries of the date of grant. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 21:58 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantRestricted Stock Units · Derivative | 2,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-036223 · form4.xml · derivative · entry 2 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,944 Underlying: Common Stock · 2,944 shares Expires not disclosed F2 · derivative.exercise_price: RSU Exercise Price: There is no exercise price associated with the grant of Restricted Stock Units. F3 · derivative.exercise_date: 12/11/18 RSU Grant - Vesting Date: The grant vests in equal portions on the following dates: 1/8/20, 1/8/21, 1/8/22, 1/8/23 and 1/8/24. F4 · derivative.expiration_date: RSU Expiration Date: This award has no expiration date. Units will either vest or be forfeit. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 21:58 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,353 | $0.00 Strike: $254.77 | $0.00 |
DisclosureSEC source: 0001127602-18-036223 · form4.xml · derivative · entry 1 Sheffield Holly R · CIK 0001745369 · EVP, CSO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,353 Underlying: Common Stock · 12,353 shares Expires 2028-12-11 F1 · derivative.exercise_date: 12/11/18 NQ Grant: The options will vest in equal increments on the first through the fifth anniversaries of the date of grant. 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.