Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Director | November 10, 2021 | November 12, 2021 |
| CORNING INC /NYGLW · Entity 2883 | Retired Director | November 01, 2024 | November 05, 2024 |
| Merck & Co., Inc.MRK · Entity 2807 | Director · Chairman | February 28, 2011 | March 01, 2011 |
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.
AUTOMATIC DATA PROCESSING INC
Report date November 10, 2021 · Filed November 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,277.86 |
Reported balance
After 2021-11-10 transaction · row 1
1 source rowRow 1 · 2021-11-10 · Grant · Acquired 1,502 · Balance 32,277.86 |
CORNING INC /NY
Report date November 01, 2024 · Filed November 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,060 |
Ending reported balance
After 2024-11-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-11-01 · Exercise / conversion · Acquired 1,264 · Balance 43,226 Row 2 · 2024-11-01 · Exercise / conversion · Acquired 210 · Balance 43,436 Row 3 · 2024-11-01 · Exercise / conversion · Acquired 11,624 · Balance 55,060 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-11-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-11-01 · Exercise / conversion · Disposed 1,264 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Corning Incorporated common stock. F2: Conversion of restricted stock units to the Company's common stock and distribution of such stock is deferred until a specific date as elected by the participant or termination of service as a Corning director. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,892 |
Reported balance
After 2024-11-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-01 · Exercise / conversion · Disposed 210 · Balance 1,892 F1: Each restricted stock unit represents a contingent right to receive one share of Corning Incorporated common stock. F2: Conversion of restricted stock units to the Company's common stock and distribution of such stock is deferred until a specific date as elected by the participant or termination of service as a Corning director. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 30,186 |
Reported balance
After 2024-11-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-11-01 · Exercise / conversion · Disposed 11,624 · Balance 30,186 F3: Represents annual equity retainer in the form of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Corning Incorporated common stock. F2: Conversion of restricted stock units to the Company's common stock and distribution of such stock is deferred until a specific date as elected by the participant or termination of service as a Corning director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Corning Incorporated common stock.
F2: Conversion of restricted stock units to the Company's common stock and distribution of such stock is deferred until a specific date as elected by the participant or termination of service as a Corning director.
F3: Represents annual equity retainer in the form of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Corning Incorporated common stock.
Merck & Co., Inc.
Report date February 28, 2011 · Filed March 01, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 108,211 |
Ending reported balance
After 2011-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-02-28 · Exercise / conversion · Acquired 61,500 · Balance 132,516 Row 2 · 2011-02-28 · Tax withholding · Disposed 24,305 · Balance 108,211 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2011-02-28 | Direct | 0 |
Reported balance
After 2011-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2011-02-28 · Exercise / conversion · Disposed 61,500 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock. |
| Common Stock - 401(k) PlanSEC Table I · non-derivative | IndirectBy 401(k) | 3,261.0402 |
Reported balance
Holding disclosure · report date 2011-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,261.0402 F1: Includes shares acquired and dividends earned through January 7, 2011, in the MSD Employee Savings and Security Plan, a 401(k) Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 146,066.4034 |
Reported balance
Holding disclosure · report date 2011-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 146,066.4034 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired and dividends earned through January 7, 2011, in the MSD Employee Savings and Security Plan, a 401(k) Plan.
F2: Each restricted stock unit represents a contingent right to receive one share of Merck & Co., Inc. common stock.
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 |
|---|---|---|---|---|---|---|
| November 03, 2009 Filed Nov 6, 2009 00:22 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 61,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051311 · c92132_4x0.xml · derivative · entry 5 CLARK RICHARD T · CIK 0001181282 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,500 shares Expires 2011-02-28 F4 · 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. F4 · 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. F4 · 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 00:22 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantRestricted Stock Unit · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051311 · c92132_4x0.xml · derivative · entry 4 CLARK RICHARD T · CIK 0001181282 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2010-03-02 F4 · 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. F4 · 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. F4 · 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 00:22 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 54,513.22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051311 · c92132_4x0.xml · derivative · entry 3 CLARK RICHARD T · CIK 0001181282 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,513.22 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Merck & Co., Inc. Common Stock, pursuant to the Merck Deferral Plan, and was exchanged for an equal number of shares of phantom stock of MSD in connection with the Transactions. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of Merck & Co., Inc. Common Stock, pursuant to the Merck Deferral Plan, and was exchanged for an equal number of shares of phantom stock of MSD in connection with the Transactions. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of Merck & Co., Inc. Common Stock, pursuant to the Merck Deferral Plan, 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 00:22 UTC | Merck & Co., Inc. MRK · Entity 2807 | OtherCommon Stock - 401(k) Plan | 3,101.6151 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051311 · c92132_4x0.xml · nonDerivative · entry 2 CLARK RICHARD T · CIK 0001181282 · Director · Chairman, President and CEO 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 00:22 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 96,491.9495 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-051311 · c92132_4x0.xml · nonDerivative · entry 1 CLARK RICHARD T · CIK 0001181282 · Director · Chairman, President and CEO 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.