Robert John White - 03 Aug 2023 Form 4 Insider Report for Medtronic plc (MDT)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
07 Aug 2023, 20:23:22 UTC
Prior SEC filing
02 Aug 2023
Next SEC filing
12 Dec 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Thomas L. Osteraas, attorney-in-fact

Key filing fact

Robert John White filed Form 4 for Medtronic plc (MDT) on 07 Aug 2023.

Key facts

  • This page summarizes Robert John White's Form 4 filing for Medtronic plc (MDT).
  • 3 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 07 Aug 2023, 20:23.

Change

  • Previous filing in this sequence was filed on 02 Aug 2023.
  • Current net transaction value: -$343,452.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MDT transaction

Ordinary Shares

Award

Transaction value
$0
Shares
+5,813
Change %
+13%
Price
$0.000000
Shares after
52,030
Date
03 Aug 2023
Ownership
Direct
Footnotes
F1, F2
MDT transaction

Ordinary Shares

Tax liability

Transaction value
$343,452
Shares
-4,065
Change %
-7.8%
Price
$84.49
Shares after
47,965
Date
03 Aug 2023
Ownership
Direct
Footnotes
F3
MDT holding

Ordinary Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,500
Date
03 Aug 2023
Ownership
Family Trust
Footnotes
F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MDT transaction Derivative

Performance Share Units

Options Exercise

Transaction value
$0
Shares
-5,813
Change %
-100%
Price
$0.000000*
Shares after
0
Date
03 Aug 2023
Ownership
Direct
Underlying class
Performance Share Units
Underlying amount
5,813
Exercise price
Footnotes
F5, F6
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Represents shares issued upon the settlement of performance-vesting restricted stock units granted on October 9, 2020 and earned dividend equivalents.

Footnote F2

Includes 61 shares representing earned dividend equivalents upon the settlement of restricted stock units that vested on August 3, 2023 and were previously reported on Table 1.

Footnote F3

Represents shares withheld for taxes upon the settlement of performance-vesting restricted stock units and restricted stock units that vested on August 3, 2023.

Footnote F4

These securities are owned by the White Family Legacy Trust. 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.

Footnote F5

Each performance share unit represented a contingent right to receive one share of Medtronic common stock.

Footnote F6

The performance share units vested on August 3, 2023.

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