Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medline Inc.MDLN · Entity 3040 | Director | December 16, 2025 | December 22, 2025 |
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.
Medline Inc.
Report date December 16, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectSee Footnote | 64,005 |
Reported balance
After 2025-12-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-16 · Grant · Acquired 64,005 · Balance 64,005 F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2: These securities are held by a trust for the benefit of the Reporting Person and for which the Reporting Person serves as a trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 2,441,379 |
Reported balance
After 2025-12-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-12-18 · Purchase · Acquired 2,441,379 · Balance 2,441,379 F3: Reflects shares of Class A Common Stock of the Issuer acquired in the initial public offering of Class A Common Stock of the Issuer at the initial public offering price and on the same terms as the other purchasers in the initial public offering. F4: The securities are held for the benefit of the Reporting Person by a limited liability company. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 137,931 |
Reported balance
After 2025-12-18 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-12-18 · Purchase · Acquired 137,931 · Balance 137,931 F3: Reflects shares of Class A Common Stock of the Issuer acquired in the initial public offering of Class A Common Stock of the Issuer at the initial public offering price and on the same terms as the other purchasers in the initial public offering. |
| Common Units of Medline Holdings, LPSEC Table II · derivative / convertible security | IndirectSee Footnote | 64,005 |
Reported balance
After 2025-12-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-16 · Grant · Acquired 64,005 · Balance 64,005 F5: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP for shares of the Issuer's Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2: These securities are held by a trust for the benefit of the Reporting Person and for which the Reporting Person serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025.
F2: These securities are held by a trust for the benefit of the Reporting Person and for which the Reporting Person serves as a trustee.
F3: Reflects shares of Class A Common Stock of the Issuer acquired in the initial public offering of Class A Common Stock of the Issuer at the initial public offering price and on the same terms as the other purchasers in the initial public offering.
F4: The securities are held for the benefit of the Reporting Person by a limited liability company.
F5: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP for shares of the Issuer's Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire.
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 |
|---|---|---|---|---|---|---|
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC | Medline Inc. MDLN · Entity 3040 | PurchaseClass A Common Stock | 137,931 | $29.00 | $3,999,999.00 |
DisclosureSEC source: 0001193125-25-328813 · ownership.xml · nonDerivative · entry 3 Mills Charles N. · CIK 0001460221 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 137,931 F3 · kind: Reflects shares of Class A Common Stock of the Issuer acquired in the initial public offering of Class A Common Stock of the Issuer at the initial public offering price and on the same terms as the other purchasers in the initial public offering. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:30 UTC | Medline Inc. MDLN · Entity 3040 | PurchaseClass A Common Stock | 2,441,379 | $29.00 | $70,799,991.00 |
DisclosureSEC source: 0001193125-25-328813 · ownership.xml · nonDerivative · entry 2 Mills Charles N. · CIK 0001460221 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,441,379 F3 · kind: Reflects shares of Class A Common Stock of the Issuer acquired in the initial public offering of Class A Common Stock of the Issuer at the initial public offering price and on the same terms as the other purchasers in the initial public offering. F4 · ownership.nature: The securities are held for the benefit of the Reporting Person by a limited liability company. Read SEC document |
| December 16, 2025 Filed Dec 22, 2025 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantCommon Units of Medline Holdings, LP · Derivative | 64,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-328813 · ownership.xml · derivative · entry 4 Mills Charles N. · CIK 0001460221 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 64,005 Underlying: Class A Common Stock · 64,005 shares Expires not disclosed F5 · derivative.exercise_price: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP for shares of the Issuer's Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · shares: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F5 · derivative.exercise_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP for shares of the Issuer's Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F5 · derivative.expiration_date: Pursuant to the terms of an exchange agreement, dated as of December 16, 2025, holders have the right to exchange their common units of Medline Holdings, LP for shares of the Issuer's Class A common stock on a one-for-one basis, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. These exchange rights do not expire. F2 · ownership.nature: These securities are held by a trust for the benefit of the Reporting Person and for which the Reporting Person serves as a trustee. Read SEC document |
| December 16, 2025 Filed Dec 22, 2025 21:30 UTC | Medline Inc. MDLN · Entity 3040 | GrantClass B Common Stock | 64,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-328813 · ownership.xml · nonDerivative · entry 1 Mills Charles N. · CIK 0001460221 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 64,005 F1 · kind: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F1 · price: These securities were acquired in connection with the reclassification of the interests of Medline Holdings, LP prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on December 17, 2025. F2 · ownership.nature: These securities are held by a trust for the benefit of the Reporting Person and for which the Reporting Person serves as a trustee. 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.