Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merck & Co., Inc.MRK · Entity 2807 | Director | March 28, 2024 | March 29, 2024 |
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 March 28, 2024 · Filed March 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 124,752.6198 |
Reported balance
After 2024-03-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-28 · Grant · Acquired 227.3588 · Balance 124,752.6198 F1: 1-for-1 F2: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3: Holdings include shares acquired in dividend reinvestment transactions. |
| Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2024-03-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation.
F3: Holdings include shares acquired in dividend reinvestment transactions.
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 |
|---|---|---|---|---|---|---|
| November 03, 2009 Filed Nov 6, 2009 02:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-021810 · doc4.xml · nonDerivative · entry 1 WENDELL PETER C · CIK 0001032635 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · price: Received in exchange for an equivalent number of shares of Merck Sharp & Dohme Corp. (formerly Merck & Co., Inc.) ("MSD") common stock in connection with the completion of transactions contemplated by the Agreement and Plan of Merger by and among, inter alia, MSD and Merck & Co., Inc. (formerly Schering-Plough Corporation) (the "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.