Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARD C R INC /NJ/BCR · Entity 170698 | Director | December 29, 2017 | January 03, 2018 |
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 2026 |
| Merck & Co., Inc.MRK · Entity 2807 | Director · Chairman, CEO & President | 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.
BARD C R INC /NJ/
Report date December 29, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 1
1 source rowRow 1 · 2017-12-29 · Disposition to issuer · Disposed 1,302 · Balance 0 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"). |
| Share Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-12-29 · Disposition to issuer · Disposed 1,062 · Balance 0 F2: Units granted under the Company's Stock Equivalent Plan for Outside Directors. F3: Conversion is 1 for 1. F4: These units, which are 100% vested, were assumed by BD at the effective time of the Merger. |
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").
F2: Units granted under the Company's Stock Equivalent Plan for Outside Directors.
F3: Conversion is 1 for 1.
F4: These units, which are 100% vested, were assumed by BD at the effective time of the Merger.
Duke Energy CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,262 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 14,262 |
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 | 47,724 |
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 47,724 · Balance 47,724 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 | 139,697 |
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 139,697 · Balance 139,697 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 | 450,350.757 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 450,350.757 |
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.
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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 20:26 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,602 | $124.87 | $200,041.74 |
DisclosureSEC source: 0001363076-26-000002 · wk-form4_1778531167.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,262 Read SEC document |
| May 05, 2026 Filed May 7, 2026 15:52 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 139,697 | $0.00 Strike: $113.15 | $0.00 |
DisclosureSEC source: 0000310158-26-000127 · form4.xml · derivative · entry 3 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,697 Underlying: Common Stock · 139,697 shares Expires 2036-05-04 F3 · derivative.exercise_date: The option vests and becomes exercisable in equal installments on 5/5/2027, 5/5/2028, and, 5/5/2029. Read SEC document |
| May 05, 2026 Filed May 7, 2026 15:52 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 47,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000310158-26-000127 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,724 Underlying: Common Stock · 47,724 shares Expires 2029-05-05 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 5/5/2027, 5/5/2028, and, 5/5/2029. Read SEC document |
| April 29, 2026 Filed May 1, 2026 21:38 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRestricted Stock Unit · Derivative | 13,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000310158-26-000080 · form4.xml · derivative · entry 3 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,601 Underlying: Common Stock · 13,300 shares Expires 2028-04-29 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 · 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 4/29/2026, 4/29/2027 and 4/29/2028. Read SEC document |
| April 29, 2026 Filed May 1, 2026 21:38 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 6,551 | $110.03 | $720,806.53 |
DisclosureSEC source: 0000310158-26-000080 · form4.xml · nonDerivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,350.757 Read SEC document |
| April 29, 2026 Filed May 1, 2026 21:38 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 13,300 | $110.03 | $1,463,399.00 |
DisclosureSEC source: 0000310158-26-000080 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,901.757 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 04, 2026 Filed Feb 6, 2026 21:05 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 32,462 | $118.35 | $3,841,919.90 |
DisclosureSEC source: 0000310158-26-000030 · form4.xml · nonDerivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,601.757 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.0000 to $118.7100, 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. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:05 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 14,972 | $117.38 | $1,757,407.37 |
DisclosureSEC source: 0000310158-26-000030 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,063.757 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.9600 to $117.9500, 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. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 21:03 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 47,434 | $107.40 | $5,094,411.60 |
DisclosureSEC source: 0000310158-26-000010 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,035.757 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/23. Performance shares were paid out at 94 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2025. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:37 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,607 | $121.33 | $194,977.31 |
DisclosureSEC source: 0001326160-25-000139 · wk-form4_1746477428.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,660 Read SEC document |
| April 29, 2025 Filed May 1, 2025 22:07 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 181,623 | $0.00 Strike: $84.71 | $0.00 |
DisclosureSEC source: 0001127602-25-013046 · form4.xml · derivative · entry 3 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,623 Underlying: Common Stock · 181,623 shares Expires 2035-04-28 F3 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on 4/29/2026, 4/29/2027 and 4/29/2028. Read SEC document |
| April 29, 2025 Filed May 1, 2025 22:07 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 39,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013046 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,901 Underlying: Common Stock · 39,901 shares Expires 2028-04-29 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 4/29/2026, 4/29/2027 and 4/29/2028. Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 23:12 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 95,275 | $97.94 | $9,331,233.50 |
DisclosureSEC source: 0001127602-25-002338 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,601.757 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/22. Performance shares were paid out at 169 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2024. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:19 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,698.699 | $103.02 | $174,999.97 |
DisclosureSEC source: 0001326160-24-000133 · wk-form4_1715631562.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,053 F1 · shares: Any fraction of a share is paid out in cash upon distribution. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:14 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 181,641 | $0.00 Strike: $129.22 | $0.00 |
DisclosureSEC source: 0001127602-24-013947 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,641 Underlying: Common Stock · 181,641 shares Expires 2034-04-29 F1 · derivative.exercise_date: The option vests and becomes exercisable in three equal installments on 4/30/2025, 4/30/2026 and 4/30/2027. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 85,021 | $0.00 Strike: $73.73 | $0.00 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · derivative · entry 9 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,760 Underlying: Common Stock · 85,021 shares Expires 2031-05-03 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. F4 · derivative.exercise_price: Exercise price and holdings reflect the adjustments that occurred as of June 2, 2021 in connection with the Organon & Co. ("Organon") spin-off as described in the registration statement on Form 10 filed with the SEC by Organon (the "Form 10"). As reported in the Form 10, all Merck stock option awards outstanding as of immediately prior to the distribution date were converted on the distribution date into adjusted Merck awards for Merck employees to preserve the same intrinsic value and general terms and conditions (including vesting) as were in place immediately prior to the adjustments. F6 · 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 |
| February 14, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 85,021 | $125.40 | $10,661,573.89 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · nonDerivative · entry 6 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,326.757 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.0900 to $125.8200, 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 in this footnote. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 85,021 | $73.73 | $6,268,598.33 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · nonDerivative · entry 5 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,347.757 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 13, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 108,491 | $0.00 Strike: $73.73 | $0.00 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · derivative · entry 8 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,781 Underlying: Common Stock · 108,491 shares Expires 2031-05-03 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. F4 · derivative.exercise_price: Exercise price and holdings reflect the adjustments that occurred as of June 2, 2021 in connection with the Organon & Co. ("Organon") spin-off as described in the registration statement on Form 10 filed with the SEC by Organon (the "Form 10"). As reported in the Form 10, all Merck stock option awards outstanding as of immediately prior to the distribution date were converted on the distribution date into adjusted Merck awards for Merck employees to preserve the same intrinsic value and general terms and conditions (including vesting) as were in place immediately prior to the adjustments. F6 · 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 |
| February 13, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 41,509 | $0.00 Strike: $75.36 | $0.00 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · derivative · entry 7 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,020 Underlying: Common Stock · 41,509 shares Expires 2030-04-30 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. F4 · derivative.exercise_price: Exercise price and holdings reflect the adjustments that occurred as of June 2, 2021 in connection with the Organon & Co. ("Organon") spin-off as described in the registration statement on Form 10 filed with the SEC by Organon (the "Form 10"). As reported in the Form 10, all Merck stock option awards outstanding as of immediately prior to the distribution date were converted on the distribution date into adjusted Merck awards for Merck employees to preserve the same intrinsic value and general terms and conditions (including vesting) as were in place immediately prior to the adjustments. F5 · derivative.exercise_date: The option vested and became exercisable in three equal installments on 5/1/2021, 5/1/2022 and 5/1/2023. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 25,324 | $126.37 | $3,200,277.45 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · nonDerivative · entry 4 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,326.757 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.2650 to $126.525, 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 in this footnote. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 124,676 | $125.74 | $15,677,146.74 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · nonDerivative · entry 3 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,650.757 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.2700 to $126.2600, 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 in this footnote. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 108,491 | $73.73 | $7,999,041.43 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · nonDerivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,326.757 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 13, 2024 Filed Feb 15, 2024 21:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 41,509 | $75.36 | $3,128,118.24 |
DisclosureSEC source: 0001127602-24-005191 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,835.757 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 |
| January 22, 2024 Filed Jan 24, 2024 21:08 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 76,510 | $119.43 | $9,137,589.30 |
DisclosureSEC source: 0001127602-24-002022 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,326.757 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/21. Performance shares were paid out at 161 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2023. Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:55 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,783.712 | $98.11 | $174,999.98 |
DisclosureSEC source: 0001326160-23-000133 · wf-form4_168357930055904.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,354 F1 · shares: Any fraction of a share is paid out in cash upon distribution. Read SEC document |
| May 02, 2023 Filed May 4, 2023 22:11 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 186,722 | $0.00 Strike: $117.89 | $0.00 |
DisclosureSEC source: 0001127602-23-014561 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,722 Underlying: Common Stock · 186,722 shares Expires 2033-05-01 F1 · derivative.exercise_date: The option vests and becomes exercisable in equal installments on 5/2/2024, 5/2/2025 and 5/2/2026. Read SEC document |
| April 28, 2023 Filed Apr 28, 2023 21:15 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 143,329 | $0.00 Strike: $56.04 | $0.00 |
DisclosureSEC source: 0001127602-23-013808 · form4.xml · derivative · entry 3 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 143,329 shares Expires 2028-05-03 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: Exercise price and holdings reflect the adjustments that occurred as of June 2, 2021 in connection with the Organon & Co. ("Organon") spin-off as described in the registration statement on Form 10 filed with the SEC by Organon (the "Form 10"). As reported in the Form 10, all Merck stock option awards outstanding as of immediately prior to the distribution date were converted on the distribution date into adjusted Merck awards for Merck employees to preserve the same intrinsic value and general terms and conditions (including vesting) as were in place immediately prior to the adjustments. F3 · derivative.exercise_date: The option became exercisable in equal installments on 5/4/2019, 5/4/2020, and 5/4/2021. Read SEC document |
| April 28, 2023 Filed Apr 28, 2023 21:15 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 143,329 | $114.93 | $16,472,844.97 |
DisclosureSEC source: 0001127602-23-013808 · form4.xml · nonDerivative · entry 2 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,816.757 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.5200 to $115.3300, 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. Read SEC document |
| April 28, 2023 Filed Apr 28, 2023 21:15 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 143,329 | $56.04 | $8,032,157.16 |
DisclosureSEC source: 0001127602-23-013808 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · Chairman, CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415,145.757 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 |
| January 23, 2023 Filed Jan 25, 2023 21:56 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 24,224 | $109.88 | $2,661,733.12 |
DisclosureSEC source: 0001127602-23-002217 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,816.757 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/20. Performance shares were paid out at 110 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2022. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 167,613 | $0.00 Strike: $62.07 | $0.00 |
DisclosureSEC source: 0001127602-22-025304 · form4.xml · derivative · entry 5 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 167,613 shares Expires 2027-05-04 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. F4 · derivative.exercise_price: Exercise price and holdings reflect the adjustments that occurred as of June 2, 2021 in connection with the Organon & Co. ("Organon") spin-off as described in the registration statement on Form 10 filed with the SEC by Organon (the "Form 10"). As reported in the Form 10, all Merck stock option awards outstanding as of immediately prior to the distribution date were converted on the distribution date into adjusted Merck awards for Merck employees to preserve the same intrinsic value and general terms and conditions (including vesting) as were in place immediately prior to the adjustments. F5 · derivative.exercise_date: The option became exercisable in equal installments on 5/5/2018, 5/5/2019 and 5/5/2020. F4 · balance_after: Exercise price and holdings reflect the adjustments that occurred as of June 2, 2021 in connection with the Organon & Co. ("Organon") spin-off as described in the registration statement on Form 10 filed with the SEC by Organon (the "Form 10"). As reported in the Form 10, all Merck stock option awards outstanding as of immediately prior to the distribution date were converted on the distribution date into adjusted Merck awards for Merck employees to preserve the same intrinsic value and general terms and conditions (including vesting) as were in place immediately prior to the adjustments. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 100 | $103.59 | $10,359.00 |
DisclosureSEC source: 0001127602-22-025304 · form4.xml · nonDerivative · entry 4 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,592.757 F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 79,918 | $102.98 | $8,229,923.67 |
DisclosureSEC source: 0001127602-22-025304 · form4.xml · nonDerivative · entry 3 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,692.757 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.5600 to $103.5600, 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. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 87,595 | $101.94 | $8,929,556.93 |
DisclosureSEC source: 0001127602-22-025304 · form4.xml · nonDerivative · entry 2 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,610.757 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.5500 to $102.5500, 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. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 167,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-025304 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,205.757 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 05, 2022 Filed May 9, 2022 20:24 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,590 | $110.05 | $174,979.50 |
DisclosureSEC source: 0001326160-22-000211 · wf-form4_165212783816154.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,570 Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:55 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 228,155 | $0.00 Strike: $87.10 | $0.00 |
DisclosureSEC source: 0001127602-22-013510 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,155 Underlying: Common Stock · 228,155 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 21:06 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 29,896 | $73.51 | $2,197,654.96 |
DisclosureSEC source: 0001127602-22-006996 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,592.757 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 06, 2021 Filed May 11, 2021 00:13 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,591.406 | $100.54 | $159,999.96 |
DisclosureSEC source: 0001326160-21-000159 · wf-form4_162069197265904.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,980.225 Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:36 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 281,633 | $0.00 Strike: $75.99 | $0.00 |
DisclosureSEC source: 0001127602-21-015739 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,633 Underlying: Common Stock · 281,633 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 |
| February 26, 2021 Filed Mar 2, 2021 16:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 46,641 | $72.62 | $3,387,069.42 |
DisclosureSEC source: 0001127602-21-008577 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,696.757 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/29/18. 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 |
| October 05, 2020 Filed Oct 6, 2020 20:52 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 251,273 | $0.00 Strike: $54.68 | $0.00 |
DisclosureSEC source: 0001127602-20-026617 · form4.xml · derivative · entry 3 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 251,273 shares Expires 2026-05-09 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_date: The option became exercisable in equal installments on 5/10/2017, 5/10/2018 and 5/10/2019. Read SEC document |
| October 05, 2020 Filed Oct 6, 2020 20:52 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 251,273 | $81.03 | $20,360,324.54 |
DisclosureSEC source: 0001127602-20-026617 · form4.xml · nonDerivative · entry 2 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,055.757 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.62 to $81.42, 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| October 05, 2020 Filed Oct 6, 2020 20:52 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 251,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026617 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,328.757 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 07, 2020 Filed May 8, 2020 23:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,992.28 | $80.31 | $160,000.01 |
DisclosureSEC source: 0001326160-20-000140 · wf-form4_158898001721512.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,388.819 Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:38 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (Right to Buy) · Derivative | 120,823 | $0.00 Strike: $77.67 | $0.00 |
DisclosureSEC source: 0001127602-20-015443 · form4.xml · derivative · entry 2 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,823 Underlying: Common Stock · 120,823 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 |
| February 28, 2020 Filed Mar 3, 2020 22:16 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 33,396 | $76.56 | $2,556,797.76 |
DisclosureSEC source: 0001127602-20-009122 · form4.xml · nonDerivative · entry 1 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,055.757 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/17. Performance shares were paid out at 137 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2019. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 21:05 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (Right to Buy) · Derivative | 216,718 | $0.00 Strike: $59.86 | $0.00 |
DisclosureSEC source: 0001127602-19-022966 · form4.xml · derivative · entry 4 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 216,718 shares Expires 2025-04-30 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. F5 · derivative.exercise_date: The option became exercisable in equal installments on 5/1/2016, 5/1/2017 and 5/1/2018. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 21:05 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 26,550 | $86.00 | $2,283,345.14 |
DisclosureSEC source: 0001127602-19-022966 · form4.xml · nonDerivative · entry 3 Davis Robert M · CIK 0001363076 · EVP, Global Svcs & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,659.757 F1 · kind: The exercise and sale transactions reported in this Form 4 are made pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.8500 to $86.2400, 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. F4 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. 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.