Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DENTSPLY SIRONA Inc.XRAY · Entity 4448 | Director | January 09, 2026 | January 13, 2026 |
| G1 Therapeutics, Inc.GTHX · Entity 87413 | Director | June 23, 2022 | June 24, 2022 |
| Merck & Co., Inc.MRK · Entity 2807 | Exe V-P & Pres. MMD | February 22, 2016 | February 24, 2016 |
| PUBLIC SERVICE ENTERPRISE GROUP INCPEG · Entity 203 | Director | May 01, 2026 | May 05, 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.
DENTSPLY SIRONA Inc.
Report date January 09, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,748.066 |
Reported balance
After 2026-01-09 transaction · row 1
1 source rowRow 1 · 2026-01-09 · Grant · Acquired 201.508 · Balance 57,748.066 F1: Represents dividends on restricted stock units (RSUs) awarded to the Reporting Person in the form of additional RSUs and are subject to the same vesting terms as the underlying awards. The dividends vest simultaneously with the RSUs to which they relate. Each RSU converts to common stock on a 1:1 basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividends on restricted stock units (RSUs) awarded to the Reporting Person in the form of additional RSUs and are subject to the same vesting terms as the underlying awards. The dividends vest simultaneously with the RSUs to which they relate. Each RSU converts to common stock on a 1:1 basis.
G1 Therapeutics, Inc.
Report date June 23, 2022 · Filed June 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,389 |
Reported balance
After 2022-06-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-06-23 · Grant · Acquired 10,000 · Balance 14,389 F1: Represents a restricted stock unit ("RSU") award that vests in its entirety twelve months after June 23, 2022, subject to the Reporting Person's continued service as a director. F2: Each RSU represents a contingent right to receive one share of Issuer common stock F3: Represents 4,389 shares of common stock and 10,000 restricted stock units |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.30 · Expires 2032-06-23 | Direct | 30,000 |
Reported balance
After 2022-06-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-23 · Grant · Acquired 30,000 · Balance 30,000 F4: The shares underlying this option will vest in their entirety twelve months after June 23, 2022, subject to the Reporting Person's continued service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award that vests in its entirety twelve months after June 23, 2022, subject to the Reporting Person's continued service as a director.
F2: Each RSU represents a contingent right to receive one share of Issuer common stock
F3: Represents 4,389 shares of common stock and 10,000 restricted stock units
F4: The shares underlying this option will vest in their entirety twelve months after June 23, 2022, subject to the Reporting Person's continued service as a director.
Merck & Co., Inc.
Report date February 22, 2016 · Filed February 24, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,759.3521 |
Reported balance
After 2016-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-02-22 · Grant · Acquired 14,557 · Balance 133,759.3521 F1: Distribution of net after tax shares of common stock on satisfaction of performance share units granted on 03/29/2013. Performance shares were paid out at 105 percent of target awards. F2: Holdings include shares acquired in dividend reinvestment transactions. |
| Common Stock - 401(k) PlanSEC Table I · non-derivative | IndirectBy 401(k) | 719.079 |
Reported balance
Holding disclosure · report date 2016-02-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 719.079 F3: Includes shares acquired and dividends earned through January 8, 2016, in the Merck U.S. Savings Plan, a 401(k) plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution of net after tax shares of common stock on satisfaction of performance share units granted on 03/29/2013. Performance shares were paid out at 105 percent of target awards.
F2: Holdings include shares acquired in dividend reinvestment transactions.
F3: Includes shares acquired and dividends earned through January 8, 2016, in the Merck U.S. Savings Plan, a 401(k) plan.
PUBLIC SERVICE ENTERPRISE GROUP INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,933.239 |
Reported balance
After 2026-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,246 · Balance 11,933.239 F1: 2026 Restricted Stock Unit grant under the PSEG 2021 Equity Compensation Plan For Outside Directors. F2: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16. |
Filing footnotes · ownership attribution and instrument terms
F1: 2026 Restricted Stock Unit grant under the PSEG 2021 Equity Compensation Plan For Outside Directors.
F2: Amount includes accumulated dividend reinvestment equivalents that are exempt from Section 16.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CDK Global, Inc.
Report date July 06, 2022 · Filed July 06, 2022
Section 16 reporting ended · disclosed 2022-07-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-06 transaction · row 1
1 source rowRow 1 · 2022-07-06 · Disposition to issuer · Disposed 31,684 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among the Company, Central Parent LLC ("Parent") and Central Merger Sub Inc. ("Merger Sub"), on July 6, 2022, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"), and, at the effective time of the Merger, each share of common stock, par value $0.01 per share (each, a "Share"), of the Company was canceled and converted into the right to receive $54.87 in cash without interest. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.67 | Direct | 0 |
Reported balance
After 2022-07-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-07-06 · Disposition to issuer · Disposed 15,384 · Balance 0 F2: Pursuant to the Merger Agreement, each option outstanding immediately prior to the consummation of the Merger, whether then unvested or vested, by virtue of the Merger and without any action by the holder, was canceled and converted into only the right to receive an amount in cash, without interest, equal to the product of (x) the number of Shares issuable under such option and (y) the excess, if any, of (i) $54.87 over (ii) the exercise price payable in respect of each Share issuable under such option (the "Option Consideration"); provided, however, that the Option Consideration for each option with an exercise price equal to or greater than $54.87 was $0. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among the Company, Central Parent LLC ("Parent") and Central Merger Sub Inc. ("Merger Sub"), on July 6, 2022, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"), and, at the effective time of the Merger, each share of common stock, par value $0.01 per share (each, a "Share"), of the Company was canceled and converted into the right to receive $54.87 in cash without interest.
F2: Pursuant to the Merger Agreement, each option outstanding immediately prior to the consummation of the Merger, whether then unvested or vested, by virtue of the Merger and without any action by the holder, was canceled and converted into only the right to receive an amount in cash, without interest, equal to the product of (x) the number of Shares issuable under such option and (y) the excess, if any, of (i) $54.87 over (ii) the exercise price payable in respect of each Share issuable under such option (the "Option Consideration"); provided, however, that the Option Consideration for each option with an exercise price equal to or greater than $54.87 was $0.
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 |
|---|---|---|---|---|---|---|
| March 02, 2010 Filed Mar 4, 2010 18:31 UTC | Merck & Co., Inc. MRK · Entity 2807 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-007049 · doc4.xml · nonDerivative · entry 1 Deese Willie A · CIK 0001328766 · Exe V-P & Pres. MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,058.0579 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 |
| January 08, 2010 Filed Jan 26, 2010 19:31 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 6,294 | $37.72 | $237,409.68 |
DisclosureSEC source: 0001225208-10-002264 · doc4.xml · nonDerivative · entry 1 Deese Willie A · CIK 0001328766 · Exe V-P & Pres. MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,058.0579 F1 · shares: Distribution of net after tax shares of common stock on satisfaction of performance criteria for performance share units granted on 3/02/2007. Performance shares were paid out at 120 percent of target awards. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 127,400 | $0.00 Strike: $23.45 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 12 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 127,400 shares Expires 2019-04-23 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 62,400 | $0.00 Strike: $44.30 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 11 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62,400 shares Expires 2018-02-28 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 40,800 | $0.00 Strike: $44.19 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 10 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,800 shares Expires 2017-03-01 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 40,800 | $0.00 Strike: $35.09 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 9 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,800 shares Expires 2016-03-02 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 13,334 | $0.00 Strike: $31.84 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 8 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,334 shares Expires 2015-02-24 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $48.24 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 7 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2014-02-26 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $47.79 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 6 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2014-02-01 F4 · price: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. F4 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from date of grant, was assumed in the Transaction and continued on the same terms and conditions for an option to purchase an equivalent number of shares of MSD common stock at the same exercise price as applied prior to the merger. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRSU - Leader Shares · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 5 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2010-03-02 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 4 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,700 shares Expires 2011-02-28 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 7,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · derivative · entry 3 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,650 shares Expires 2010-03-02 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. Common Stock which was assumed and converted from a restricted stock unit to receive an equivalent number of shares of MSD common stock prior to the Transactions. The restricted stock units described herein vest upon the same vesting schedule. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | OtherCommon Stock - 401(k) Plan | 570.4009 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · nonDerivative · entry 2 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F2 · price: Received as part of the Transactions in exchange for an equivalent number of shares of MSD common stock held under the MSD 401(k) plan. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 00:25 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 41,760.5666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051312 · c92133_4x0.xml · nonDerivative · entry 1 Deese Willie A · CIK 0001328766 · Exec. V-P and Pres., MMD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.