Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Director | August 15, 2026 | August 18, 2026 |
| LABCORP HOLDINGS INC.LH · Entity 1277 | Director · President & CEO | August 11, 2026 | August 12, 2026 |
| Merck & Co., Inc.MRK · Entity 2807 | EVP & Pres-Global Human Health | November 01, 2018 | November 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.
DAVITA INC.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,970 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 278 · Balance 5,970 |
LABCORP HOLDINGS INC.
Report date August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,565 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Sale · Disposed 4,669 · Balance 102,565 F1: Pursuant to a plan in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to a plan in accordance with Rule 10b5-1 under the Securities Exchange Act of 1934, as amended.
Merck & Co., Inc.
Report date November 01, 2018 · Filed November 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-11-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-11-01 · Exercise / conversion · Acquired 277,879 · Balance 277,879 Row 2 · 2018-11-01 · Sale · Disposed 132,744 · Balance 145,135 F1: The exercise and sale transactions reported in this Form 4 are made pursuant to a Rule 10b5-1 trading plan. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.6800 to $73.3900, 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. Row 3 · 2018-11-01 · Sale · Disposed 145,135 · Balance 0 F1: The exercise and sale transactions reported in this Form 4 are made pursuant to a Rule 10b5-1 trading plan. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.4000 to $74.0200, 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.29 · Expires 2022-05-01 | Direct | 0 |
Reported balance
After 2018-11-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-01 · Exercise / conversion · Disposed 277,879 · Balance 0 F5: The option became exercisable in equal installments on 5/2/2013, 5/2/2014 and 5/2/2015. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 55,405.9747 |
Reported balance
Holding disclosure · report date 2018-11-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 55,405.9747 F4: Holdings include shares acquired in dividend reinvestment transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise and sale transactions reported in this Form 4 are made pursuant to a Rule 10b5-1 trading plan.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.6800 to $73.3900, 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.4000 to $74.0200, 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: Holdings include shares acquired in dividend reinvestment transactions.
F5: The option became exercisable in equal installments on 5/2/2013, 5/2/2014 and 5/2/2015.
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 02, 2012 Filed May 4, 2012 13:40 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 19,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-011191 · doc4.xml · derivative · entry 4 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,343 Underlying: Common Stock · 19,343 shares Expires 2015-05-02 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. Read SEC document |
| April 24, 2012 Filed Apr 26, 2012 19:30 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRestricted Stock Unit · Derivative | 11,475 | $38.27 | $439,148.25 |
DisclosureSEC source: 0001225208-12-010299 · doc4.xml · derivative · entry 5 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,475 shares Expires 2012-04-24 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_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. Read SEC document |
| April 24, 2012 Filed Apr 26, 2012 19:30 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 4,535 | $38.27 | $173,554.45 |
DisclosureSEC source: 0001225208-12-010299 · doc4.xml · nonDerivative · entry 2 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,034.917 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| April 24, 2012 Filed Apr 26, 2012 19:30 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 11,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-010299 · doc4.xml · nonDerivative · entry 1 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,569.917 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 28, 2012 Filed Mar 1, 2012 20:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 9,194 | $38.38 | $352,865.72 |
DisclosureSEC source: 0001225208-12-006226 · doc4.xml · nonDerivative · entry 1 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,194 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 2/27/09. Performance shares were paid out at 117 percent of target awards. Read SEC document |
| May 04, 2011 Filed May 6, 2011 14:44 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 261,194 | $0.00 Strike: $36.56 | $0.00 |
DisclosureSEC source: 0001225208-11-013371 · doc4.xml · derivative · entry 4 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,194 Underlying: Common Stock · 261,194 shares Expires 2021-05-03 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning May 4, 2012. Read SEC document |
| May 04, 2011 Filed May 6, 2011 14:44 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 19,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-013371 · doc4.xml · derivative · entry 3 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,147 Underlying: Common Stock · 19,147 shares Expires 2014-05-04 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. Read SEC document |
| February 28, 2011 Filed Mar 1, 2011 20:08 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRestricted Stock Unit · Derivative | 9,375 | $32.19 | $301,781.25 |
DisclosureSEC source: 0001225208-11-007804 · doc4.xml · derivative · entry 5 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,375 shares Expires 2011-02-28 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. Read SEC document |
| February 28, 2011 Filed Mar 1, 2011 20:08 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 2,955 | $32.19 | $95,121.45 |
DisclosureSEC source: 0001225208-11-007804 · doc4.xml · nonDerivative · entry 2 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,242.4877 F1 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| February 28, 2011 Filed Mar 1, 2011 20:08 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-007804 · doc4.xml · nonDerivative · entry 1 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,197.4877 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 22, 2011 Filed Feb 24, 2011 17:03 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 7,796 | $32.34 | $252,122.64 |
DisclosureSEC source: 0001225208-11-007031 · doc4.xml · nonDerivative · entry 1 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,822.4877 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 2/29/08. Performance shares were paid out at 122 percent of target awards. F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| November 13, 2010 Filed Nov 16, 2010 17:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionRSU - Leader Shares · Derivative | 4,500 | $34.71 | $156,195.00 |
DisclosureSEC source: 0001225208-10-024936 · doc4.xml · derivative · entry 4 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires 2010-11-13 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: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. Read SEC document |
| November 13, 2010 Filed Nov 16, 2010 17:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | Tax withholdingCommon Stock | 1,779 | $34.71 | $61,749.09 |
DisclosureSEC source: 0001225208-10-024936 · doc4.xml · nonDerivative · entry 2 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 Read SEC document |
| November 13, 2010 Filed Nov 16, 2010 17:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-024936 · doc4.xml · nonDerivative · entry 1 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 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, 2010 Filed May 11, 2010 20:41 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 65,335 | $0.00 Strike: $33.49 | $0.00 |
DisclosureSEC source: 0001225208-10-012626 · doc4.xml · derivative · entry 3 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,335 Underlying: Common Stock · 65,335 shares Expires 2020-05-06 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning May 7, 2011. Read SEC document |
| May 07, 2010 Filed May 11, 2010 20:41 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 12,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-012626 · doc4.xml · derivative · entry 2 Schechter Adam H · CIK 0001376841 · EVP & Pres-Global Human Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,188 Underlying: Common Stock · 12,188 shares Expires 2013-05-07 F2 · 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.