Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GE HealthCare Technologies Inc.GEHC · Entity 1711 | Director | December 14, 2022 | December 14, 2022 |
| GENERAL ELECTRIC COGE · Entity 2813 | Senior Vice President | March 01, 2024 | March 05, 2024 |
| Merck & Co., Inc.MRK · Entity 2807 | EVP, General Counsel | February 27, 2018 | March 02, 2018 |
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.
GE HealthCare Technologies Inc.
Report date December 14, 2022 · Filed December 14, 2022
This filing explicitly reported no securities owned.
GENERAL ELECTRIC CO
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,178 |
Reported balance
After 2024-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 21,894 · Balance 78,178 F1: Settlement of performance rights granted on March 1, 2021. |
| Common StockSEC Table I · non-derivative | Direct | 68,098 |
Reported balance
After 2024-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-01 · Tax withholding · Disposed 10,080 · Balance 68,098 |
| Common StockSEC Table I · non-derivative | Direct | 89,221 |
Reported balance
After 2024-03-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-03-01 · Exercise / conversion · Acquired 21,123 · Balance 89,221 |
| Common StockSEC Table I · non-derivative | Direct | 80,260 |
Reported balance
After 2024-03-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2024-03-01 · Tax withholding · Disposed 8,961 · Balance 80,260 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-01 · Exercise / conversion · Disposed 21,123 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock. F3: Reflects lapse of restrictions in accordance with the retirement eligibility provision of the grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of performance rights granted on March 1, 2021.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of the issuer's common stock.
F3: Reflects lapse of restrictions in accordance with the retirement eligibility provision of the grant agreement.
Merck & Co., Inc.
Report date February 27, 2018 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,786.227 |
Reported balance
After 2018-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-27 · Grant · Acquired 20,694 · Balance 69,786.227 F1: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/15. Performance shares were paid out at 138 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2017. F2: Holdings include shares acquired in dividend reinvestment transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/31/15. Performance shares were paid out at 138 percent of target awards. Includes dividends accrued over the three-year performance period ending December 31, 2017.
F2: 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 |
|---|---|---|---|---|---|---|
| April 29, 2015 Filed Apr 29, 2015 22:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 95,624 | $59.84 | $5,722,541.78 |
DisclosureSEC source: 0001225208-15-010604 · doc4.xml · nonDerivative · entry 3 Holston Michael J · CIK 0001390613 · EVP, Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.7550 to $59.9400, 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 29, 2015 Filed Apr 29, 2015 22:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 21,470 | $44.98 | $965,720.60 |
DisclosureSEC source: 0001225208-15-010604 · doc4.xml · nonDerivative · entry 2 Holston Michael J · CIK 0001390613 · EVP, Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,624 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 |
| April 29, 2015 Filed Apr 29, 2015 22:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 114,154 | $44.28 | $5,054,739.12 |
DisclosureSEC source: 0001225208-15-010604 · doc4.xml · nonDerivative · entry 1 Holston Michael J · CIK 0001390613 · EVP, Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,154 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 09, 2014 Filed May 13, 2014 19:54 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 55,021 | $0.00 Strike: $58.22 | $0.00 |
DisclosureSEC source: 0001225208-14-012821 · doc4.xml · derivative · entry 1 Holston Michael J · CIK 0001390613 · EVP, Chief Ethics & Compl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,021 Underlying: Common Stock · 55,021 shares Expires 2024-05-08 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning May 9, 2015. Read SEC document |
| May 06, 2013 Filed May 8, 2013 23:29 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 64,412 | $0.00 Strike: $44.98 | $0.00 |
DisclosureSEC source: 0001225208-13-011739 · doc4.xml · derivative · entry 1 Holston Michael J · CIK 0001390613 · EVP, Chief Ethics & Compl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,412 Underlying: Common Stock · 64,412 shares Expires 2023-05-05 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning May 6, 2014. Read SEC document |
| August 01, 2012 Filed Aug 2, 2012 16:56 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 171,233 | $0.00 Strike: $44.28 | $0.00 |
DisclosureSEC source: 0001225208-12-017130 · doc4.xml · derivative · entry 2 Holston Michael J · CIK 0001390613 · EVP, Chief Ethics & Compl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,233 Underlying: Common Stock · 171,233 shares Expires 2022-07-31 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning August 1, 2013. Read SEC document |
| August 01, 2012 Filed Aug 2, 2012 16:56 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 22,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-017130 · doc4.xml · derivative · entry 1 Holston Michael J · CIK 0001390613 · EVP, Chief Ethics & Compl Ofcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,584 Underlying: Common Stock · 22,584 shares Expires 2015-08-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. 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.