Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROCTER & GAMBLE CoPG · Entity 2814 | Chief Human Resources Officer | September 30, 2017 | 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.
PROCTER & GAMBLE Co
Report date September 30, 2017 · Filed March 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectBy Retirement Plan Trustees | 8,377.7232 |
Reported balance
After 2017-09-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-09-30 · Grant · Acquired 168.7306 · Balance 8,377.7232 F3: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock. F4: Series A Preferred Stock allocated to Officer's Retirement Plan Account pursuant to Retirement Plan provisions for the period ending 9/30/2017. F5: Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 300.098 |
Reported balance
After 2017-11-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-11-15 · Grant · Acquired 35.647 · Balance 300.098 F6: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock. F7: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 339.11 |
Reported balance
After 2018-02-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-02-15 · Grant · Acquired 39.012 · Balance 339.11 F6: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock. F7: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.52 · Expires 2028-02-28 | Direct | 99,450 |
Reported balance
After 2018-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-02-28 · Grant · Acquired 99,450 · Balance 99,450 |
| Common StockSEC Table I · non-derivative | Direct | 20,410.5 |
Reported balance
Holding disclosure · report date 2017-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,410.5 F1: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock and adjustment of dividend equivalents in the form of Performance Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Plan Trustees | 18,613.1908 |
Reported balance
Holding disclosure · report date 2017-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,613.1908 F2: Reflects adjustment to PST through December 31, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy son Noah | 7 |
Reported balance
Holding disclosure · report date 2017-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7 |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes grant of dividend equivalents in the form of Restricted Stock Units (RSU's) settled in common stock and adjustment of dividend equivalents in the form of Performance Stock Units.
F2: Reflects adjustment to PST through December 31, 2017.
F3: Higher of $6.82 (adjusted for 2-for-1 stock split effective May 21, 2004) or market price of Common Stock.
F4: Series A Preferred Stock allocated to Officer's Retirement Plan Account pursuant to Retirement Plan provisions for the period ending 9/30/2017.
F5: Shares held by Retirement Plan Trustees. If Officer terminates employment and elects distribution of shares, or, if after age 50 elects alternative investment within Plan, Preferred Stock converted/redeemed at specified conversion/exercise price.
F6: Dividend equivalents in the form of Restricted Stock Units (RSUs) previously awarded pursuant to issuer's retirement program. All such RSUs represent a contingent right to receive Procter & Gamble common stock.
F7: These units will deliver in shares on retirement from the company, unless delivery is deferred or such shares are contributed to reporting person's deferred compensation account.
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 |
|---|---|---|---|---|---|---|
| February 01, 2013 Filed Feb 4, 2013 18:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 1,410 | $75.70 | $106,738.41 |
DisclosureSEC source: 0001127602-13-003812 · form4.xml · nonDerivative · entry 4 Biegger Mark F · CIK 0001557671 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,692.165 F2 · price: Weighted average price of the shares sold. The price range was $75.701 to $75.702. Full information regarding the number of shares sold at each separate price available upon request. Read SEC document |
| February 01, 2013 Filed Feb 4, 2013 18:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 1,410 | $44.27 | $62,414.50 |
DisclosureSEC source: 0001127602-13-003812 · form4.xml · nonDerivative · entry 3 Biegger Mark F · CIK 0001557671 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,102.165 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 01, 2013 Filed Feb 4, 2013 18:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | SaleCommon Stock | 17,266 | $75.70 | $1,307,050.01 |
DisclosureSEC source: 0001127602-13-003812 · form4.xml · nonDerivative · entry 2 Biegger Mark F · CIK 0001557671 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,692.165 F1 · price: Weighted average price of the shares sold. The price range was $75.70 to $75.701. Full information regarding the number of shares sold at each separate price available upon request. Read SEC document |
| February 01, 2013 Filed Feb 4, 2013 18:08 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | Exercise / conversionCommon Stock | 17,266 | $51.42 | $887,731.39 |
DisclosureSEC source: 0001127602-13-003812 · form4.xml · nonDerivative · entry 1 Biegger Mark F · CIK 0001557671 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,958.165 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 |
| September 14, 2012 Filed Sep 17, 2012 22:13 UTC | PROCTER & GAMBLE Co PG · Entity 2814 | GrantStock Option (Right to Buy) · Derivative | 12,070 | $0.00 Strike: $69.16 | $0.00 |
DisclosureSEC source: 0001127602-12-026477 · form4.xml · derivative · entry 4 Biegger Mark F · CIK 0001557671 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,070 Underlying: Common Stock · 12,070 shares Expires 2022-09-14 F1 · price: Employee stock option granted under Issuer's 2009 Stock and Incentive Compensation Plan. 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.