Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | EVP HR & CHRO | February 25, 2022 | February 28, 2022 |
| Fortrea Holdings Inc.FTRE · Entity 4623 | Former Director | March 30, 2024 | April 01, 2024 |
| GE HealthCare Technologies Inc.GEHC · Entity 1711 | Chief People Officer | March 01, 2024 | March 05, 2024 |
| Merck & Co., Inc.MRK · Entity 2807 | EVP, Chief HR Officer | May 05, 2026 | May 07, 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.
BECTON DICKINSON & CO
Report date February 25, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,872 |
Ending reported balance
After 2022-02-25 transaction · row 24
24 source rows · reconciled sequenceRow 1 · 2022-02-25 · Exercise / conversion · Acquired 3,613 · Balance 9,485 Row 2 · 2022-02-25 · Disposition to issuer · Disposed 1,463 · Balance 8,022 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 3 · 2022-02-25 · Sale · Disposed 2,150 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 4 · 2022-02-25 · Exercise / conversion · Acquired 7,076 · Balance 12,948 Row 5 · 2022-02-25 · Disposition to issuer · Disposed 3,162 · Balance 9,786 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 6 · 2022-02-25 · Sale · Disposed 3,914 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 7 · 2022-02-25 · Exercise / conversion · Acquired 9,377 · Balance 15,249 Row 8 · 2022-02-25 · Disposition to issuer · Disposed 4,935 · Balance 10,314 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 9 · 2022-02-25 · Sale · Disposed 4,442 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 10 · 2022-02-25 · Exercise / conversion · Acquired 10,245 · Balance 16,117 Row 11 · 2022-02-25 · Disposition to issuer · Disposed 8,209 · Balance 7,908 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 12 · 2022-02-25 · Sale · Disposed 2,036 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 13 · 2022-02-25 · Exercise / conversion · Acquired 6,789 · Balance 12,661 Row 14 · 2022-02-25 · Disposition to issuer · Disposed 6,045 · Balance 6,616 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 15 · 2022-02-25 · Sale · Disposed 744 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 16 · 2022-02-25 · Exercise / conversion · Acquired 4,630 · Balance 10,502 Row 17 · 2022-02-25 · Disposition to issuer · Disposed 4,346 · Balance 6,156 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 18 · 2022-02-25 · Sale · Disposed 284 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 19 · 2022-02-25 · Exercise / conversion · Acquired 1,244 · Balance 7,116 Row 20 · 2022-02-25 · Disposition to issuer · Disposed 1,041 · Balance 6,075 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 21 · 2022-02-25 · Sale · Disposed 203 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 22 · 2022-02-25 · Exercise / conversion · Acquired 3,684 · Balance 9,556 Row 23 · 2022-02-25 · Disposition to issuer · Disposed 3,083 · Balance 6,473 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. Row 24 · 2022-02-25 · Sale · Disposed 601 · Balance 5,872 F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $110.04 · Expires 2024-12-10 | Direct | 0 |
Reported balance
After 2022-02-25 transaction · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · 2022-02-25 · Exercise / conversion · Disposed 3,613 · Balance 0 F2: The stock appreciation rights vest in four annual installments beginning on the one year anniversary of the grant date. Unvested stock appreciation rights on December 29, 2017 vested in full due to corporate action. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $121.49 · Expires 2025-12-09 | Direct | 0 |
Reported balance
After 2022-02-25 transaction · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 2022-02-25 · Exercise / conversion · Disposed 7,076 · Balance 0 F2: The stock appreciation rights vest in four annual installments beginning on the one year anniversary of the grant date. Unvested stock appreciation rights on December 29, 2017 vested in full due to corporate action. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $143.07 · Expires 2026-12-14 | Direct | 0 |
Reported balance
After 2022-02-25 transaction · row 27
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 27 · 2022-02-25 · Exercise / conversion · Disposed 9,377 · Balance 0 F2: The stock appreciation rights vest in four annual installments beginning on the one year anniversary of the grant date. Unvested stock appreciation rights on December 29, 2017 vested in full due to corporate action. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $217.84 · Expires 2028-01-02 | Direct | 0 |
Reported balance
After 2022-02-25 transaction · row 28
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 28 · 2022-02-25 · Exercise / conversion · Disposed 10,245 · Balance 0 F3: The stock appreciation rights vest in four annual installments beginning January 2, 2019. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $242.10 · Expires 2028-11-26 | Direct | 2,265 |
Reported balance
After 2022-02-25 transaction · row 29
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 29 · 2022-02-25 · Exercise / conversion · Disposed 6,789 · Balance 2,265 F4: The stock appreciation rights vest in four annual installments beginning November 26, 2019. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $255.22 · Expires 2029-11-26 | Direct | 4,630 |
Reported balance
After 2022-02-25 transaction · row 30
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 30 · 2022-02-25 · Exercise / conversion · Disposed 4,630 · Balance 4,630 F5: The stock appreciation rights vest in four annual installments beginning November 26, 2020. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $227.47 · Expires 2030-11-26 | Direct | 2,490 |
Reported balance
After 2022-02-25 transaction · row 31
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 31 · 2022-02-25 · Exercise / conversion · Disposed 1,244 · Balance 2,490 F6: The stock appreciation rights vest in four annual installments beginning November 26, 2021. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $227.47 · Expires 2030-11-26 | Direct | 11,052 |
Reported balance
After 2022-02-25 transaction · row 32
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 32 · 2022-02-25 · Exercise / conversion · Disposed 3,684 · Balance 11,052 F6: The stock appreciation rights vest in four annual installments beginning November 26, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sale price reflects the weighted average sale price for multiple transactions. The actual sales prices for the transactions ranged from $271.27 through $272.47. Full information regarding the number of shares purchased at each separate price will be provided to the Securities and Exchange Commission, the issuer or a security holder of the issuer upon request.
F2: The stock appreciation rights vest in four annual installments beginning on the one year anniversary of the grant date. Unvested stock appreciation rights on December 29, 2017 vested in full due to corporate action.
F3: The stock appreciation rights vest in four annual installments beginning January 2, 2019.
F4: The stock appreciation rights vest in four annual installments beginning November 26, 2019.
F5: The stock appreciation rights vest in four annual installments beginning November 26, 2020.
F6: The stock appreciation rights vest in four annual installments beginning November 26, 2021.
Fortrea Holdings Inc.
Report date March 30, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,354 |
Reported balance
After 2024-03-30 transaction · row 1
1 source rowRow 1 · 2024-03-30 · Exercise / conversion · Acquired 6,354 · Balance 6,354 F1: The Management Development and Compensation Committee of Board of Directors approved, immediately upon the Reporting Person's resignation from the Board of Directors, accelerated vesting of 6,354 Restricted Stock Units that were otherwise scheduled to vest on July 18, 2024. These Restricted Stock Units converted into common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-30 · Exercise / conversion · Disposed 6,354 · Balance 0 F2: Each Restricted Stock Unit represents the right to receive, at settlement, one share of Fortrea Holdings Inc. Common Stock. This transaction represents the settlement of RSUs in shares of Common Stock. F1: The Management Development and Compensation Committee of Board of Directors approved, immediately upon the Reporting Person's resignation from the Board of Directors, accelerated vesting of 6,354 Restricted Stock Units that were otherwise scheduled to vest on July 18, 2024. These Restricted Stock Units converted into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: The Management Development and Compensation Committee of Board of Directors approved, immediately upon the Reporting Person's resignation from the Board of Directors, accelerated vesting of 6,354 Restricted Stock Units that were otherwise scheduled to vest on July 18, 2024. These Restricted Stock Units converted into common stock on a one-for-one basis.
F2: Each Restricted Stock Unit represents the right to receive, at settlement, one share of Fortrea Holdings Inc. Common Stock. This transaction represents the settlement of RSUs in shares of Common Stock.
GE HealthCare Technologies Inc.
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 50,936 |
Ending reported balance
After 2024-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-01 · Tax withholding · Disposed 7,472 · Balance 54,459 F1: Withholding of shares of GE HealthCare Technologies Inc. common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Row 2 · 2024-03-01 · Tax withholding · Disposed 3,523 · Balance 50,936 F1: Withholding of shares of GE HealthCare Technologies Inc. common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of GE HealthCare Technologies Inc. common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
Merck & Co., Inc.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2029-05-05 | Direct | 7,954 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Grant · Acquired 7,954 · Balance 7,954 F1: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. F2: These restricted stock units vest and are distributed as shares of Merck & Co., Inc. common stock in three equal installments on 5/5/2027, 5/5/2028, and, 5/5/2029. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.15 · Expires 2036-05-04 | Direct | 23,283 |
Reported balance
After 2026-05-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-05 · Grant · Acquired 23,283 · Balance 23,283 F3: The option vests and becomes exercisable in equal installments on 5/5/2027, 5/5/2028, and, 5/5/2029. |
| Common StockSEC Table I · non-derivative | Direct | 13,774 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,774 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock.
F2: These restricted stock units vest and are distributed as shares of Merck & Co., Inc. common stock in three equal installments on 5/5/2027, 5/5/2028, and, 5/5/2029.
F3: The option vests and becomes exercisable in equal installments on 5/5/2027, 5/5/2028, and, 5/5/2029.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARD C R INC /NJ/
Report date December 29, 2017 · Filed January 03, 2018
Section 16 reporting ended · disclosed 2018-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,454 |
Reported balance
After 2017-12-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-29 · Grant · Acquired 5,502 · Balance 13,454 F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). All of the transactions reported in this Form 4 occurred simultaneously upon the closing of the Merger. F2: Includes 5,502 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units. |
| Common StockSEC Table I · non-derivative | Direct | 12,996 |
Reported balance
After 2017-12-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-12-29 · Disposition to issuer · Disposed 458 · Balance 12,996 F3: Includes 458 Bard shares that, upon the closing of the Merger, were cancelled and converted into the right to receive the Merger Consideration. |
| Common StockSEC Table I · non-derivative | Direct | 9,317 |
Reported balance
After 2017-12-29 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-12-29 · Disposition to issuer · Disposed 3,679 · Balance 9,317 F4: Includes 3,679 Bard restricted stock units that, upon the closing of the Merger, were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent adjusted BD restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 5,502 |
Reported balance
After 2017-12-29 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2017-12-29 · Disposition to issuer · Disposed 3,815 · Balance 5,502 F5: Includes 3,815 shares of restricted stock units acquired through deferral of compensation under Bard's Management Stock Purchase Program ("MSPP"). In accordance with the Merger Agreement (i) each Bard MSPP Unit that by its terms vested and/or became payable at the closing of the Merger was cancelled and converted into, with respect to each share of Bard common stock underlying such Bard MSPP Unit, the right to receive the Merger Consideration; and (ii) each Bard MSPP Unit that did not, by its terms, become payable at the closing of the Merger was cancelled and converted into an equivalent adjusted BD MSPP Unit. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2017-12-29 · Disposition to issuer · Disposed 5,502 · Balance 0 F2: Includes 5,502 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $149.06 · Expires 2024-09-02 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-12-29 · Disposition to issuer · Disposed 2,016 · Balance 0 F6: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $186.43 · Expires 2025-12-09 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-12-29 · Disposition to issuer · Disposed 4,611 · Balance 0 F6: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $168.87 · Expires 2024-12-10 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-12-29 · Disposition to issuer · Disposed 2,355 · Balance 0 F6: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $219.56 · Expires 2026-12-14 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-12-29 · Disposition to issuer · Disposed 6,111 · Balance 0 F6: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). All of the transactions reported in this Form 4 occurred simultaneously upon the closing of the Merger.
F2: Includes 5,502 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units.
F3: Includes 458 Bard shares that, upon the closing of the Merger, were cancelled and converted into the right to receive the Merger Consideration.
F4: Includes 3,679 Bard restricted stock units that, upon the closing of the Merger, were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent adjusted BD restricted stock units.
F5: Includes 3,815 shares of restricted stock units acquired through deferral of compensation under Bard's Management Stock Purchase Program ("MSPP"). In accordance with the Merger Agreement (i) each Bard MSPP Unit that by its terms vested and/or became payable at the closing of the Merger was cancelled and converted into, with respect to each share of Bard common stock underlying such Bard MSPP Unit, the right to receive the Merger Consideration; and (ii) each Bard MSPP Unit that did not, by its terms, become payable at the closing of the Merger was cancelled and converted into an equivalent adjusted BD MSPP Unit.
F6: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock.
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 20, 2017 Filed Oct 24, 2017 09:50 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionOption (Right to Buy) · Derivative | 2,016 | $0.00 Strike: $149.06 | $0.00 |
DisclosureSEC source: 0001225208-17-016477 · doc4.xml · derivative · entry 5 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,016 Underlying: Common Stock · 2,016 shares Expires 2024-09-02 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 · security: Options granted under 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). F3 · derivative.exercise_date: Of this option grant 2,016 options fully vested and the remaining options vest on September 2, 2018. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 09:50 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 5,906 | $330.16 | $1,949,924.96 |
DisclosureSEC source: 0001225208-17-016477 · doc4.xml · nonDerivative · entry 4 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,399 F1 · kind: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 09:50 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionCommon Stock | 1,536 | $186.43 | $286,348.80 |
DisclosureSEC source: 0001225208-17-016477 · doc4.xml · nonDerivative · entry 3 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,305 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: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 09:50 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionCommon Stock | 2,016 | $149.06 | $300,504.96 |
DisclosureSEC source: 0001225208-17-016477 · doc4.xml · nonDerivative · entry 2 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,769 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: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 09:50 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionCommon Stock | 2,354 | $168.87 | $397,508.21 |
DisclosureSEC source: 0001225208-17-016477 · doc4.xml · nonDerivative · entry 1 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,753 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: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 15:11 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 3,292 | $240.92 | $793,110.29 |
DisclosureSEC source: 0001225208-17-002935 · doc4.xml · nonDerivative · entry 1 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,399 F1 · price: Represents the weighted average sales price for price increments ranging from $240.91 to $240.9215. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Tax withholdingCommon Stock | 1,479 | $236.68 | $350,049.72 |
DisclosureSEC source: 0001225208-17-002830 · doc4.xml · nonDerivative · entry 4 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,691 F3 · kind: Shares withheld to pay taxes upon vesting of performance-based restricted stock units granted under the 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 440 | $164.84 | $72,530.92 |
DisclosureSEC source: 0001225208-17-002830 · doc4.xml · nonDerivative · entry 3 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,170 F2 · kind: Restricted stock units acquired through deferral of compensation under the Company's Management Stock Purchase Program. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 1,025 | $235.49 | $241,377.25 |
DisclosureSEC source: 0001225208-17-002830 · doc4.xml · nonDerivative · entry 2 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,730 F2 · kind: Restricted stock units acquired through deferral of compensation under the Company's Management Stock Purchase Program. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 4,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002830 · doc4.xml · nonDerivative · entry 1 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,705 F1 · price: Represents common shares acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 15:35 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantOption (Right to Buy) · Derivative | 6,111 | $0.00 Strike: $219.56 | $0.00 |
DisclosureSEC source: 0001225208-16-043399 · doc4.xml · derivative · entry 2 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,111 Underlying: Common Stock · 6,111 shares Expires 2026-12-14 F2 · security: Options granted under 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). F3 · derivative.exercise_date: Options vest in four equal annual installments beginning on December 14, 2017. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 15:35 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043399 · doc4.xml · nonDerivative · entry 1 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,461 F1 · kind: Reflects restricted stock units, each of which represents a contingent right to receive one share of common stock. These restricted stock units, granted under the 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated) vest in four equal annual installments beginning on December 14, 2017. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 18:52 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Tax withholdingCommon Stock | 87 | $218.74 | $19,029.95 |
DisclosureSEC source: 0001225208-16-043119 · doc4.xml · nonDerivative · entry 2 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,072 F1 · kind: Shares withheld to pay taxes upon vesting of restricted stock units granted under the Company's 2012 Long Term Incentive Plan (As Amended and Restated). Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 18:52 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Tax withholdingCommon Stock | 107 | $215.00 | $23,005.00 |
DisclosureSEC source: 0001225208-16-043119 · doc4.xml · nonDerivative · entry 1 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,159 F1 · kind: Shares withheld to pay taxes upon vesting of restricted stock units granted under the Company's 2012 Long Term Incentive Plan (As Amended and Restated). Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 15:24 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionOption (Right to Buy) · Derivative | 4,032 | $0.00 Strike: $149.06 | $0.00 |
DisclosureSEC source: 0001225208-16-039531 · doc4.xml · derivative · entry 4 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,032 Underlying: Common Stock · 4,032 shares Expires 2024-09-02 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 · security: Options granted under 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). F4 · derivative.exercise_date: Of this option grant 4,032 options are vested and the remaining options vest in two annual installments beginning on September 2, 2017. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 15:24 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 3,932 | $225.31 | $885,924.42 |
DisclosureSEC source: 0001225208-16-039531 · doc4.xml · nonDerivative · entry 3 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,266 F1 · kind: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. F2 · price: Represents the weighted average sales price for price increments ranging from $225.00 to $225.96. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 15:24 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 100 | $226.00 | $22,600.00 |
DisclosureSEC source: 0001225208-16-039531 · doc4.xml · nonDerivative · entry 2 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,198 F1 · kind: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 15:24 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionCommon Stock | 4,032 | $149.06 | $601,009.92 |
DisclosureSEC source: 0001225208-16-039531 · doc4.xml · nonDerivative · entry 1 Larson Betty D · CIK 0001617903 · VP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,298 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: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. 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.