Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Blackstone Inc.BX · Entity 2861 | Director | April 01, 2026 | April 03, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Director | April 02, 2018 | April 02, 2018 |
| Merck & Co., Inc.MRK · Entity 2807 | Director | March 31, 2020 | April 02, 2020 |
| Organon & Co.OGN · Entity 4115 | Director | June 12, 2026 | June 15, 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.
Blackstone Inc.
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,707 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 1,961 · Balance 59,707 F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on April 1, 2027, subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,950 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,950 F2: These shares are held in trusts for the benefit of the Reporting Person's children, over which the Reporting Person shares investment control. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on April 1, 2027, subject to the Reporting Person's continued service on the board of directors of Blackstone Inc.
F2: These shares are held in trusts for the benefit of the Reporting Person's children, over which the Reporting Person shares investment control.
GENERAL ELECTRIC CO
Report date April 02, 2018 · Filed April 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 231,090 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 5,512 · Balance 231,090 F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director. F2: Each unit of phantom stock is the economic equivalent of one share of common stock. F3: Payable beginning one year after termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director.
F2: Each unit of phantom stock is the economic equivalent of one share of common stock.
F3: Payable beginning one year after termination of service as a director.
Merck & Co., Inc.
Report date March 31, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 87,596.2422 |
Reported balance
After 2020-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-31 · Grant · Acquired 389.9142 · Balance 87,596.2422 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 | 4,594 |
Reported balance
Holding disclosure · report date 2020-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,594 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,757 |
Reported balance
Holding disclosure · report date 2020-03-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,757 |
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.
Organon & Co.
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 81,141.135 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 17,857.143 · Balance 81,141.135 F1: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1. F2: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan. F3: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is an economic equivalent of one share of Organon & Co. ("Organon") common stock, or 1-for-1.
F2: Phantom stock units are granted under the Organon Non-Employee Director Savings Plan (the "Plan") and are payable in cash upon settlement after the reporting person's termination of service as a director pursuant to the terms of the Plan.
F3: Holdings include phantom stock acquired in dividend reinvestment transactions on September 11, 2025, December 11, 2025, March 12, 2026 and June 11, 2026.
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 |
|---|---|---|---|---|---|---|
| July 09, 2016 Filed Jul 12, 2016 22:16 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 6,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-132447 · doc4.xml · nonDerivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,776 F1 · shares: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on July 9, 2017 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. F2 · balance_after: Includes 61 Blackstone common units issued on October 1, 2015 as an anti-dilution adjustment in connection with the spin-off of PJT Partners Inc. by The Blackstone Group L.P. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 20:09 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,262 | $30.39 | $68,742.18 |
DisclosureSEC source: 0001231205-16-000149 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,373 Underlying: Common Stock · 2,262 shares Expires not disclosed F1 · security: Acquired at a price of $30.39 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| June 30, 2016 Filed Jul 1, 2016 17:13 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 477.3477 | $57.61 | $27,500.00 |
DisclosureSEC source: 0001225208-16-035827 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,985.3817 Underlying: Common Stock · 477.3477 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 27, 2016 Filed May 31, 2016 19:56 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 3,009.915 | $56.48 | $170,000.00 |
DisclosureSEC source: 0001225208-16-034169 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,508.034 Underlying: Common Stock · 3,009.915 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| April 01, 2016 Filed Apr 4, 2016 20:31 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,033 | $30.74 | $62,494.42 |
DisclosureSEC source: 0001231205-16-000123 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,689 Underlying: Common Stock · 2,033 shares Expires not disclosed F1 · security: Acquired at a price of $30.74 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| March 31, 2016 Filed Apr 4, 2016 20:02 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 519.7505 | $52.91 | $27,500.00 |
DisclosureSEC source: 0001225208-16-030775 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,996.1485 Underlying: Common Stock · 519.7505 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| January 04, 2016 Filed Jan 4, 2016 22:48 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,042 | $30.60 | $62,485.20 |
DisclosureSEC source: 0001231205-16-000099 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,130 Underlying: Common Stock · 2,042 shares Expires not disclosed F1 · security: Acquired at a price of $30.60 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| December 31, 2015 Filed Jan 4, 2016 18:59 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 473.3056 | $52.82 | $25,000.00 |
DisclosureSEC source: 0001225208-16-023078 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,940.864 Underlying: Common Stock · 473.3056 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| October 01, 2015 Filed Oct 2, 2015 18:39 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,512 | $24.88 | $62,498.56 |
DisclosureSEC source: 0001231205-15-000071 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,669 Underlying: Common Stock · 2,512 shares Expires not disclosed F1 · security: Acquired at a price of $24.88 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| September 30, 2015 Filed Oct 1, 2015 18:34 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 506.1753 | $49.39 | $25,000.00 |
DisclosureSEC source: 0001225208-15-018843 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,951.3594 Underlying: Common Stock · 506.1753 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| July 09, 2015 Filed Jul 13, 2015 21:16 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 3,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-060685 · doc4.xml · nonDerivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,415 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on July 9, 2016 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| July 01, 2015 Filed Jul 1, 2015 20:34 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,294 | $27.25 | $62,511.50 |
DisclosureSEC source: 0001231205-15-000042 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,577 Underlying: Common Stock · 2,294 shares Expires not disclosed F1 · security: Acquired at a price of $27.25 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| June 30, 2015 Filed Jul 1, 2015 20:34 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 439.1358 | $56.93 | $25,000.00 |
DisclosureSEC source: 0001225208-15-014678 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,993.5801 Underlying: Common Stock · 439.1358 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 29, 2015 Filed Jun 1, 2015 18:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 2,463.4587 | $60.89 | $150,000.00 |
DisclosureSEC source: 0001225208-15-013060 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,554.4443 Underlying: Common Stock · 2,463.4587 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| April 01, 2015 Filed Apr 4, 2015 01:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,477 | $25.24 | $62,519.48 |
DisclosureSEC source: 0001206774-15-001155 · lazarus_form4.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,792 Underlying: Common Stock · 2,477 shares Expires not disclosed F1 · security: Acquired at a price of $25.24 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| March 31, 2015 Filed Apr 1, 2015 21:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 434.9339 | $57.48 | $25,000.00 |
DisclosureSEC source: 0001225208-15-009024 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,663.9846 Underlying: Common Stock · 434.9339 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| January 02, 2015 Filed Jan 5, 2015 22:08 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,453 | $25.48 | $62,502.44 |
DisclosureSEC source: 0001231205-15-000011 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,723 Underlying: Common Stock · 2,453 shares Expires not disclosed F1 · security: Acquired at a price of $25.48 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| December 31, 2014 Filed Jan 2, 2015 18:57 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 440.2183 | $56.79 | $25,000.00 |
DisclosureSEC source: 0001225208-15-000055 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,846.6657 Underlying: Common Stock · 440.2183 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| November 26, 2014 Filed Nov 26, 2014 17:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $33.83 | $0.00 |
DisclosureSEC source: 0001225208-14-024069 · doc4.xml · derivative · entry 6 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2015-04-28 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_date: The option became exercisable in equal installments on 4/29/2006, 4/29/2007 and 4/29/2008. Read SEC document |
| November 26, 2014 Filed Nov 26, 2014 17:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $34.44 | $0.00 |
DisclosureSEC source: 0001225208-14-024069 · doc4.xml · derivative · entry 5 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2016-04-27 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_date: The option became exercisable in equal installments on 4/28/2007, 4/28/2008 and 4/28/2009. Read SEC document |
| November 26, 2014 Filed Nov 26, 2014 17:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | SaleCommon Stock | 10,000 | $59.63 | $596,300.00 |
DisclosureSEC source: 0001225208-14-024069 · doc4.xml · nonDerivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,595 Read SEC document |
| November 26, 2014 Filed Nov 26, 2014 17:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 5,000 | $33.83 | $169,150.00 |
DisclosureSEC source: 0001225208-14-024069 · doc4.xml · nonDerivative · entry 2 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,595 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 |
| November 26, 2014 Filed Nov 26, 2014 17:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 5,000 | $34.44 | $172,200.00 |
DisclosureSEC source: 0001225208-14-024069 · doc4.xml · nonDerivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,595 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 |
| October 01, 2014 Filed Oct 1, 2014 20:04 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,409 | $25.95 | $62,513.55 |
DisclosureSEC source: 0001231205-14-000091 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,835 Underlying: Common Stock · 2,409 shares Expires not disclosed F1 · security: Acquired at a price of $25.95 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| September 30, 2014 Filed Oct 2, 2014 15:19 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 421.7274 | $59.28 | $25,000.00 |
DisclosureSEC source: 0001225208-14-020886 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,010.6354 Underlying: Common Stock · 421.7274 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| July 09, 2014 Filed Jul 12, 2014 00:05 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 4,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-026627 · rrd413105.xml · nonDerivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,578 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on July 9, 2015 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| July 01, 2014 Filed Jul 2, 2014 19:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,330 | $26.82 | $62,490.60 |
DisclosureSEC source: 0001231205-14-000063 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,038 Underlying: Common Stock · 2,330 shares Expires not disclosed F1 · security: Acquired at a price of $26.82 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| June 30, 2014 Filed Jul 1, 2014 20:43 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 432.1521 | $57.85 | $25,000.00 |
DisclosureSEC source: 0001225208-14-015974 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,197.3537 Underlying: Common Stock · 432.1521 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 30, 2014 Filed Jun 3, 2014 17:01 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 2,592.4646 | $57.86 | $150,000.00 |
DisclosureSEC source: 0001225208-14-014283 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,765.2016 Underlying: Common Stock · 2,592.4646 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 21:02 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,435 | $25.67 | $62,506.45 |
DisclosureSEC source: 0001231205-14-000041 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,394 Underlying: Common Stock · 2,435 shares Expires not disclosed F1 · security: Acquired at a price of $25.67 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| March 31, 2014 Filed Apr 2, 2014 15:43 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 440.3734 | $56.77 | $25,000.00 |
DisclosureSEC source: 0001225208-14-009487 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,787.2939 Underlying: Common Stock · 440.3734 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 21:49 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 499.5005 | $50.05 | $25,000.00 |
DisclosureSEC source: 0001225208-14-000154 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,927.7915 Underlying: Common Stock · 499.5005 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| December 31, 2013 Filed Jan 3, 2014 20:46 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,300 | $27.18 | $62,514.00 |
DisclosureSEC source: 0001231205-14-000011 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,596 Underlying: Common Stock · 2,300 shares Expires not disclosed F1 · security: Acquired at a price of $27.18 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| December 11, 2013 Filed Feb 17, 2015 23:24 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 250 | $29.40 | $7,350.00 |
DisclosureSEC source: 0001209191-15-014738 · doc5.xml · nonDerivative · entry 4 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,950 F1 · ownership.nature: These units are held in trusts for the benefit of the Reporting Person's children, over which the Reporting Person shares investment control. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest. Read SEC document |
| December 09, 2013 Filed Feb 17, 2015 23:24 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 50 | $28.48 | $1,424.00 |
DisclosureSEC source: 0001209191-15-014738 · doc5.xml · nonDerivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,200 F1 · ownership.nature: These units are held in trusts for the benefit of the Reporting Person's children, over which the Reporting Person shares investment control. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest. Read SEC document |
| November 26, 2013 Filed Feb 17, 2015 23:24 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 250 | $28.33 | $7,082.50 |
DisclosureSEC source: 0001209191-15-014738 · doc5.xml · nonDerivative · entry 2 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,250 F1 · ownership.nature: These units are held in trusts for the benefit of the Reporting Person's children, over which the Reporting Person shares investment control. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest. Read SEC document |
| October 01, 2013 Filed Oct 3, 2013 19:50 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,613 | $23.92 | $62,502.96 |
DisclosureSEC source: 0001231205-13-000117 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,184 Underlying: Common Stock · 2,613 shares Expires not disclosed F1 · security: Acquired at a price of $23.92 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| September 30, 2013 Filed Oct 2, 2013 13:50 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 525.0998 | $47.61 | $25,000.00 |
DisclosureSEC source: 0001225208-13-020962 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,010.8893 Underlying: Common Stock · 525.0998 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| July 25, 2013 Filed Feb 17, 2015 23:24 UTC | Blackstone Inc. BX · Entity 2861 | SaleCommon units representing limited partner interests | 250 | $23.28 | $5,820.00 |
DisclosureSEC source: 0001209191-15-014738 · doc5.xml · nonDerivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,500 F1 · ownership.nature: These units are held in trusts for the benefit of the Reporting Person's children, over which the Reporting Person shares investment control. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest. Read SEC document |
| July 09, 2013 Filed Jul 10, 2013 21:14 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 7,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-039405 · rrd385611.xml · nonDerivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,997 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on July 9, 2014 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| July 01, 2013 Filed Jul 3, 2013 22:33 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,657 | $23.52 | $62,492.64 |
DisclosureSEC source: 0001231205-13-000069 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,434 Underlying: Common Stock · 2,657 shares Expires not disclosed F1 · security: Acquired at a price of $23.52 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| June 28, 2013 Filed Jul 1, 2013 19:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 538.2131 | $46.45 | $25,000.00 |
DisclosureSEC source: 0001225208-13-015097 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,072.7995 Underlying: Common Stock · 538.2131 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 31, 2013 Filed Jun 3, 2013 19:07 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 3,211.9914 | $46.70 | $150,000.00 |
DisclosureSEC source: 0001225208-13-013652 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,534.5864 Underlying: Common Stock · 3,211.9914 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| April 02, 2013 Filed Apr 3, 2013 18:44 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,670 | $23.40 | $62,478.00 |
DisclosureSEC source: 0001231205-13-000036 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,531 Underlying: Common Stock · 2,670 shares Expires not disclosed F1 · security: Acquired at a price of $23.40 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| March 28, 2013 Filed Apr 1, 2013 20:54 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 565.6109 | $44.20 | $25,000.00 |
DisclosureSEC source: 0001225208-13-008804 · doc4.xml · derivative · entry 3 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,928.4879 Underlying: Common Stock · 565.6109 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| January 02, 2013 Filed Jan 4, 2013 22:02 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,949 | $21.20 | $62,518.80 |
DisclosureSEC source: 0001231205-13-000011 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,670 Underlying: Common Stock · 2,949 shares Expires not disclosed F1 · security: Acquired at a price of $21.20 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 15:47 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 610.6497 | $40.94 | $25,000.00 |
DisclosureSEC source: 0001225208-13-000333 · doc4.xml · derivative · entry 4 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,951.6247 Underlying: Common Stock · 610.6497 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| October 01, 2012 Filed Oct 1, 2012 21:19 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 2,856 | $21.89 | $62,517.84 |
DisclosureSEC source: 0001231205-12-000106 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,636 Underlying: Common Stock · 2,856 shares Expires not disclosed F1 · security: Acquired at a price of $21.89 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. Read SEC document |
| September 28, 2012 Filed Oct 1, 2012 16:09 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 554.3237 | $45.10 | $25,000.00 |
DisclosureSEC source: 0001225208-12-020281 · doc4.xml · derivative · entry 4 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,983.0897 Underlying: Common Stock · 554.3237 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| July 02, 2012 Filed Jul 3, 2012 19:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantDeferred Fee Phantom Stock Units · Derivative | 3,198 | $19.54 | $62,488.92 |
DisclosureSEC source: 0001231205-12-000058 · edgar.xml · derivative · entry 1 LAZARUS ROCHELLE B · CIK 0001082206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,663 Underlying: Common Stock · 3,198 shares Expires not disclosed F1 · security: Acquired at a price of $19.54 per unit pursuant to the terms of the 2003 Non-Employee Director Compensation Plan. Payable beginning one year after termination of service as a director. F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F3 · derivative.exercise_date: Payable beginning one year after termination of service as a director. F3 · derivative.expiration_date: Payable beginning one year after termination of service as a director. 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.