Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merck & Co., Inc.MRK · Entity 2807 | EVP, General Counsel | August 12, 2026 | August 13, 2026 |
| REGENXBIO Inc.RGNX · Entity 2211 | Director | May 29, 2026 | June 02, 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.
Merck & Co., Inc.
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,509.254 |
Ending reported balance
After 2026-08-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-12 · Exercise / conversion · Acquired 41,494 · Balance 112,391.254 Row 2 · 2026-08-12 · Exercise / conversion · Acquired 13,433 · Balance 125,824.254 Row 3 · 2026-08-12 · Sale · Disposed 80,315 · Balance 45,509.254 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.0300 to $133.5000, inclusive. The reporting person undertakes to provide to Merck & Co., Inc., any security holder of Merck & Co., Inc., 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 above in this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $117.89 · Expires 2033-05-01 | Direct | 0 |
Reported balance
After 2026-08-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-12 · Exercise / conversion · Disposed 41,494 · Balance 0 F2: The options vested and became exercisable in equal installments on 5/2/2024, 5/2/2025 and 5/2/2026. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $84.71 · Expires 2035-04-28 | Direct | 0 |
Reported balance
After 2026-08-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-12 · Exercise / conversion · Disposed 13,433 · Balance 0 F3: The options vest and become exercisable in equal installments on 4/29/2026, 4/29/2027, and 4/29/2028. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.0300 to $133.5000, inclusive. The reporting person undertakes to provide to Merck & Co., Inc., any security holder of Merck & Co., Inc., 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 above in this footnote.
F2: The options vested and became exercisable in equal installments on 5/2/2024, 5/2/2025 and 5/2/2026.
F3: The options vest and become exercisable in equal installments on 4/29/2026, 4/29/2027, and 4/29/2028.
REGENXBIO Inc.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,871 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 9,807 · Balance 31,871 F1: Represents shares of common stock underlying a time-based restricted stock unit award (RSU). 100% of the shares subject to this RSU will vest on May 29, 2027 subject to the continuous service of the recipient to the Issuer. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.01 · Expires 2036-05-29 | Direct | 46,600 |
Reported balance
After 2026-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-29 · Grant · Acquired 46,600 · Balance 46,600 F2: The option will vest on May 29, 2027 subject to the continuous service of the optionee to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock underlying a time-based restricted stock unit award (RSU). 100% of the shares subject to this RSU will vest on May 29, 2027 subject to the continuous service of the recipient to the Issuer.
F2: The option will vest on May 29, 2027 subject to the continuous service of the optionee to the Issuer.
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 |
|---|---|---|---|---|---|---|
| June 03, 2022 Filed Jun 7, 2022 20:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | GrantStock Option (Right to Buy) · Derivative | 29,739 | $0.00 Strike: $22.84 | $0.00 |
DisclosureSEC source: 0001562180-22-004883 · primarydocument.xml · derivative · entry 2 Zachary Jennifer · CIK 0001737231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,739 Underlying: Common Stock · 29,739 shares Expires 2032-06-03 F2 · derivative.exercise_date: The option will vest in equal monthly installments over the 36 months following June 3, 2022 while the optionee provides continuous service to the Issuer. Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 20:26 UTC | REGENXBIO Inc. RGNX · Entity 2211 | GrantCommon Stock | 6,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004883 · primarydocument.xml · nonDerivative · entry 1 Zachary Jennifer · CIK 0001737231 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,020 F1 · shares: Represents shares of common stock underlying a time-based restricted stock unit award (RSU). One-third of the shares subject to this RSU will vest on each of June 1, 2023, June 1, 2024 and June 1, 2025 while the recipient provides continuous service to the Issuer. Read SEC document |
| May 03, 2022 Filed May 5, 2022 21:17 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 58,252 | $0.00 Strike: $87.10 | $0.00 |
DisclosureSEC source: 0001127602-22-013533 · form4.xml · derivative · entry 2 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,252 Underlying: Common Stock · 58,252 shares Expires 2032-05-02 F2 · derivative.exercise_date: The option vests and becomes exercisable in equal installments on 5/3/2023, 5/3/2024 and 5/3/2025. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:35 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 18,420 | $73.51 | $1,354,054.20 |
DisclosureSEC source: 0001127602-22-007033 · form4.xml · nonDerivative · entry 1 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,419.167 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/29/19. Performance shares were paid out at 140 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2021. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRestricted Stock Unit · Derivative | 5,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015758 · form4.xml · derivative · entry 4 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,772 shares Expires 2021-05-04 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. F4 · derivative.exercise_date: These restricted stock units vested and were distributed as shares of Merck & Co., Inc. common stock in three equal installments on 5/4/2019, 5/4/2020 and 5/4/2021. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 82,653 | $0.00 Strike: $75.99 | $0.00 |
DisclosureSEC source: 0001127602-21-015758 · form4.xml · derivative · entry 3 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,653 Underlying: Common Stock · 82,653 shares Expires 2031-05-03 F2 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on 5/4/2022, 5/4/2023 and 5/4/2024. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 2,843 | $75.98 | $216,011.14 |
DisclosureSEC source: 0001127602-21-015758 · form4.xml · nonDerivative · entry 2 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,140.931 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 5,772 | $75.98 | $438,556.56 |
DisclosureSEC source: 0001127602-21-015758 · form4.xml · nonDerivative · entry 1 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,983.931 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 |
| February 26, 2021 Filed Mar 2, 2021 16:51 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 24,199 | $72.62 | $1,757,331.38 |
DisclosureSEC source: 0001127602-21-008579 · form4.xml · nonDerivative · entry 1 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,947.115 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 5/04/18. Performance shares were paid out at 166 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2020. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:13 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRestricted Stock Unit · Derivative | 5,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015652 · form4.xml · derivative · entry 3 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,772 Underlying: Common Stock · 5,772 shares Expires 2021-05-04 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_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. F3 · derivative.exercise_date: These restricted stock units vest and are distributed as shares of Merck & Co., Inc. common stock in three equal installments on 5/4/2019, 5/4/2020 and 5/4/2021. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:13 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 2,843 | $77.67 | $220,815.81 |
DisclosureSEC source: 0001127602-20-015652 · form4.xml · nonDerivative · entry 2 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,646.498 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 04, 2020 Filed May 6, 2020 21:13 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 5,772 | $77.67 | $448,311.24 |
DisclosureSEC source: 0001127602-20-015652 · form4.xml · nonDerivative · entry 1 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,489.498 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 |
| May 01, 2020 Filed May 5, 2020 20:53 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 75,514 | $0.00 Strike: $77.67 | $0.00 |
DisclosureSEC source: 0001127602-20-015458 · form4.xml · derivative · entry 2 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,514 Underlying: Common Stock · 75,514 shares Expires 2030-04-30 F2 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on 5/1/2021, 5/1/2022 and 5/1/2023. Read SEC document |
| May 04, 2019 Filed May 7, 2019 23:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRestricted Stock Unit · Derivative | 5,772 | $80.00 | $461,760.00 |
DisclosureSEC source: 0001104659-19-027588 · a4.xml · derivative · entry 4 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,544 Underlying: Common Stock · 5,772 shares Expires 2021-05-04 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. F4 · derivative.exercise_date: These restricted stock units vest and are distributed as shares of Merck & Co., Inc. common stock in three equal installments on 5/4/2019, 5/4/2020 and 5/4/2021. Read SEC document |
| May 04, 2019 Filed May 7, 2019 23:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 2,154 | $80.00 | $172,320.00 |
DisclosureSEC source: 0001104659-19-027588 · a4.xml · nonDerivative · entry 2 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,618 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 04, 2019 Filed May 7, 2019 23:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 5,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-027588 · a4.xml · nonDerivative · entry 1 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,772 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 |
| May 03, 2019 Filed May 7, 2019 23:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 66,333 | $0.00 Strike: $80.00 | $0.00 |
DisclosureSEC source: 0001104659-19-027588 · a4.xml · derivative · entry 3 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,333 Underlying: Common Stock · 66,333 shares Expires 2029-05-02 F2 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on 5/3/2020, 5/3/2021 and 5/3/2022. Read SEC document |
| May 04, 2018 Filed May 8, 2018 21:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 73,191 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001225208-18-008942 · doc4.xml · derivative · entry 2 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,191 Underlying: Common Stock · 73,191 shares Expires 2028-05-03 F3 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on 5/4/2019, 5/4/2020 and 5/4/2021. Read SEC document |
| May 04, 2018 Filed May 8, 2018 21:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 17,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008942 · doc4.xml · derivative · entry 1 Zachary Jennifer · CIK 0001737231 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,316 Underlying: Common Stock · 17,316 shares Expires 2021-05-04 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. F2 · derivative.exercise_date: These restricted stock units vest and are distributed as shares of Merck & Co., Inc. common stock in three equal installments on 5/4/2019, 5/4/2020 and 5/4/2021. 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.