Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medtronic plcMDT · Entity 2888 | EVP & Pres. Medical Surgical | December 08, 2023 | December 12, 2023 |
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.
Medtronic plc
Report date December 08, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 48,410 |
Reported balance
After 2023-12-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-08 · Tax withholding · Disposed 369 · Balance 48,410 F1: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I due to the reporting person's retirement eligibility. F2: Includes 814 units acquired through dividend reinvestment since the last report filed by the reporting person. |
| Ordinary SharesSEC Table I · non-derivative | IndirectFamily Trust | 1,500 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 F3: Represents securities owned by the White Family Legacy Trust of which the reporting person is the co-trustee. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of taxes upon the vesting of restricted stock units previously reported on Table I due to the reporting person's retirement eligibility.
F2: Includes 814 units acquired through dividend reinvestment since the last report filed by the reporting person.
F3: Represents securities owned by the White Family Legacy Trust of which the reporting person is the co-trustee. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionStock Option (Right to Buy) · Derivative | 16,817 | $0.00 Strike: $27.29 | $0.00 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · derivative · entry 10 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 16,817 shares Expires 2020-11-30 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 |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 2,300 | $109.37 | $251,541.80 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 9 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,917 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F7 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.11 to $109.59, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 14,517 | $108.40 | $1,573,700.87 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 8 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,217 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F6 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.10 to $109.09, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 1,050 | $109.35 | $114,819.60 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 7 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,734 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.18 to $109.52, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 6,945 | $108.42 | $752,949.12 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 6 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,784 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.17 to $109.13, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 3,800 | $109.35 | $415,533.80 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 5 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,729 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.09 to $109.67, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Disposition to issuerOrdinary Shares | 23,553 | $108.40 | $2,553,239.41 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 4 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,529 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.07 to $109.04, inclusive. The reporting person undertakes to provide to Medtronic plc, any security holder of Medtronic plc or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 7,995 | $25.41 | $203,152.95 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 3 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,082 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: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 27,353 | $29.52 | $807,460.56 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 2 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,087 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: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:54 UTC | Medtronic plc MDT · Entity 2888 | Exercise / conversionOrdinary Shares | 16,817 | $27.29 | $458,935.93 |
DisclosureSEC source: 0001127602-19-029740 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,734 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: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 18:46 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 5,336 | $102.37 | $546,246.32 |
DisclosureSEC source: 0001127602-19-025941 · form4.xml · nonDerivative · entry 2 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,917 Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 18:46 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 2,846 | $102.37 | $291,345.02 |
DisclosureSEC source: 0001127602-19-025941 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,253 Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 18:16 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,615 | $0.00 Strike: $103.26 | $0.00 |
DisclosureSEC source: 0001127602-19-025566 · form4.xml · derivative · entry 3 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,615 Underlying: Ordinary Shares · 1,615 shares Expires 2029-07-29 F3 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 18:16 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 77,514 | $0.00 Strike: $103.26 | $0.00 |
DisclosureSEC source: 0001127602-19-025566 · form4.xml · derivative · entry 2 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,514 Underlying: Ordinary Shares · 77,514 shares Expires 2029-07-29 F3 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 29, 2019 Filed Jul 31, 2019 18:16 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 11,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025566 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,099 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date if the Company's cumulative non-GAAP diluted earnings per share ("EPS") growth during the 36-month period ending on the last day of the Company's fiscal year 2022 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. F2 · balance_after: This balance increased by 887 shares due to exempt transactions such as dividend reinvestment and employee stock purchase plan. Read SEC document |
| December 01, 2018 Filed Dec 3, 2018 16:20 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 1,698 | $97.53 | $165,605.94 |
DisclosureSEC source: 0001127602-18-034991 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,590 F1 · balance_after: This balance increased by 214 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| August 03, 2018 Filed Aug 7, 2018 16:42 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 2,806 | $90.48 | $253,886.88 |
DisclosureSEC source: 0001127602-18-024854 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,074 Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 17:12 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 207 | $90.24 | $18,679.68 |
DisclosureSEC source: 0001127602-18-024470 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,879 Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 16:08 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 1,695 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001127602-18-024253 · form4.xml · derivative · entry 3 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,695 Underlying: Ordinary Shares · 1,695 shares Expires 2028-07-30 F3 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 16:08 UTC | Medtronic plc MDT · Entity 2888 | GrantStock Option (Right to Buy) · Derivative | 63,263 | $0.00 Strike: $89.08 | $0.00 |
DisclosureSEC source: 0001127602-18-024253 · form4.xml · derivative · entry 2 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,263 Underlying: Ordinary Shares · 63,263 shares Expires 2028-07-30 F3 · derivative.exercise_date: These options become exercisable at the rate of 25% of the shares granted per year beginning on the first anniversary of grant. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 16:08 UTC | Medtronic plc MDT · Entity 2888 | GrantOrdinary Shares | 10,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-024253 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,086 F1 · kind: The restrictions on these restricted stock units shall lapse 100% on the third anniversary of the Grant Date if the Company's cumulative non-GAAP diluted earnings per share ("EPS") growth during the 36-month period ending on the last day of the Company's fiscal year 2021 equals or exceeds a 3% cumulative compound annual growth rate, as determined by the Compensation Committee. F2 · balance_after: This balance increased by 718 shares due to exempt transactions such as dividend reinvestment. Read SEC document |
| February 18, 2018 Filed Feb 20, 2018 14:56 UTC | Medtronic plc MDT · Entity 2888 | Tax withholdingOrdinary Shares | 1,472 | $83.31 | $122,632.32 |
DisclosureSEC source: 0001127602-18-007076 · form4.xml · nonDerivative · entry 1 WHITE ROBERT JOHN · CIK 0001726709 · EVP & President MITG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,890 F1 · balance_after: This balance increased by 218 shares due to exempt transactions such as dividend reinvestment. 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.