Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONAGRA BRANDS INC.CAG · Entity 1858 | Director | June 29, 2018 | July 03, 2018 |
| Chefs' Warehouse, Inc.CHEF · Entity 3938 | Director | May 08, 2026 | May 11, 2026 |
| GREENHILL & CO INCGHL · Entity 107819 | Director | April 06, 2021 | April 06, 2021 |
| Merck & Co., Inc.MRK · Entity 2807 | Director | March 30, 2012 | April 03, 2012 |
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.
CONAGRA BRANDS INC.
Report date June 29, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 434,714.42 |
Reported balance
After 2018-06-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-29 · Exercise / conversion · Acquired 176,786 · Balance 434,714.42 F1: Includes 768.86 shares acquired through a dividend equivalent reinvestment feature under the Issuer's Directors' Deferred Compensation Plan and 65 shares acquired through dividend equivalent rights under the Issuer's 2014 Stock Plan, in each case since the date of the Reporting Person's last report. |
| Common StockSEC Table I · non-derivative | Direct | 362,036.42 |
Reported balance
After 2018-06-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-06-29 · Sale · Disposed 72,678 · Balance 362,036.42 F2: All of the shares being sold were acquired by the Reporting Person within the past two business days upon exercise of stock options that were due to expire on September 24, 2018. F3: Price reflects the weighted average sale price for multiple transactions that ranged from $35.42 to $35.72 per share. The reporting person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
| Director Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.63 · Expires 2018-09-24 | Direct | 0 |
Reported balance
After 2018-06-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-06-29 · Exercise / conversion · Disposed 176,786 · Balance 0 F4: Reflects an antidilution adjustment to the number of options (originally granted on September 25, 2008 and expiring September 24, 2018, for 131,578 shares at an exercise price of $19.65 per share) held by the Reporting Person and the exercise price thereof, which antidilution adjustment was made prior to the exercise date in connection with the spinoff of Lamb Weston Holdings, Inc. from the Issuer on November 9, 2016 (the "Spinoff"). The total number of options held by the Reporting Person immediately prior to the Spinoff was 131,578. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 768.86 shares acquired through a dividend equivalent reinvestment feature under the Issuer's Directors' Deferred Compensation Plan and 65 shares acquired through dividend equivalent rights under the Issuer's 2014 Stock Plan, in each case since the date of the Reporting Person's last report.
F2: All of the shares being sold were acquired by the Reporting Person within the past two business days upon exercise of stock options that were due to expire on September 24, 2018.
F3: Price reflects the weighted average sale price for multiple transactions that ranged from $35.42 to $35.72 per share. The reporting person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F4: Reflects an antidilution adjustment to the number of options (originally granted on September 25, 2008 and expiring September 24, 2018, for 131,578 shares at an exercise price of $19.65 per share) held by the Reporting Person and the exercise price thereof, which antidilution adjustment was made prior to the exercise date in connection with the spinoff of Lamb Weston Holdings, Inc. from the Issuer on November 9, 2016 (the "Spinoff"). The total number of options held by the Reporting Person immediately prior to the Spinoff was 131,578.
Chefs' Warehouse, Inc.
Report date May 08, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,015 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,652 · Balance 37,015 F1: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted 1,652 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2027 annual stockholders' meeting or the one-year anniversary of the date of grant.
GREENHILL & CO INC
Report date April 06, 2021 · Filed April 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,060 |
Reported balance
After 2021-04-06 transaction · row 1
1 source rowRow 1 · 2021-04-06 · Grant · Acquired 1,896 · Balance 59,060 F1: This award of stock is granted pursuant to the Greenhill & Co., Inc. 2019 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This award of stock is granted pursuant to the Greenhill & Co., Inc. 2019 Equity Incentive Plan.
Merck & Co., Inc.
Report date March 30, 2012 · Filed April 03, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 23,353.8598 |
Reported balance
After 2012-03-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2012-03-30 · Grant · Acquired 716.1458 · Balance 23,353.8598 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 | IndirectBy IRA | 1,000 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,000 |
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.
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 |
|---|---|---|---|---|---|---|
| December 31, 2009 Filed Jan 4, 2010 19:41 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 773.1253 | $36.54 Strike: $0.00 | $28,250.00 |
DisclosureSEC source: 0001225208-10-000139 · doc4.xml · derivative · entry 2 GOLDSTONE STEVEN F · CIK 0001210409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,105.105 Underlying: Common Stock · 773.1253 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 03, 2009 Filed Nov 6, 2009 02:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $24.30 | $0.00 |
DisclosureSEC source: 0001225208-09-021802 · doc4.xml · derivative · entry 4 GOLDSTONE STEVEN F · CIK 0001210409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-04-30 F3 · price: This option, which 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 02:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $38.04 | $0.00 |
DisclosureSEC source: 0001225208-09-021802 · doc4.xml · derivative · entry 3 GOLDSTONE STEVEN F · CIK 0001210409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-04-29 F3 · price: This option, which 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 02:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 11,331.9797 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-021802 · doc4.xml · derivative · entry 2 GOLDSTONE STEVEN F · CIK 0001210409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,331.9797 Underlying: Common Stock · 11,331.9797 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Merck & Co., Inc. Common Stock, pursuant to the Plan for Deferred Payment of Directors Compensation, and was exchanged for an equal number of shares of phantom stock of MSD in connection with the Transactions. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of Merck & Co., Inc. Common Stock, pursuant to the Plan for Deferred Payment of Directors Compensation, and was exchanged for an equal number of shares of phantom stock of MSD in connection with the Transactions. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of Merck & Co., Inc. Common Stock, pursuant to the Plan for Deferred Payment of Directors Compensation, and was exchanged for an equal number of shares of phantom stock of MSD in connection with the Transactions. Read SEC document |
| November 03, 2009 Filed Nov 6, 2009 02:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-021802 · doc4.xml · nonDerivative · entry 1 GOLDSTONE STEVEN F · CIK 0001210409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.