Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merck & Co., Inc.MRK · Entity 2807 | Director | November 03, 2009 | November 06, 2009 |
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.
Merck & Co., Inc.
Report date November 03, 2009 · Filed November 06, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20 |
Reported balance
After 2009-11-03 transaction · row 1
1 source rowRow 1 · 2009-11-03 · Grant · Acquired 20 · Balance 20 F1: 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"). |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 37,862.8785 |
Reported balance
After 2009-11-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2009-11-03 · Grant · Acquired 37,862.8785 · Balance 37,862.8785 F2: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.60 · Expires 2012-04-25 | Direct | 5,275 |
Reported balance
After 2009-11-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2009-11-03 · Grant · Acquired 5,275 · Balance 5,275 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.84 · Expires 2013-04-27 | Direct | 5,275 |
Reported balance
After 2009-11-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2009-11-03 · Grant · Acquired 5,275 · Balance 5,275 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $65.88 · Expires 2010-04-27 | Direct | 5,275 |
Reported balance
After 2009-11-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2009-11-03 · Grant · Acquired 5,275 · Balance 5,275 F4: This option, which vesting on the exercisable date, 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.23 · Expires 2014-04-29 | Direct | 5,000 |
Reported balance
After 2009-11-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2009-11-03 · Grant · Acquired 5,000 · Balance 5,000 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $71.30 · Expires 2011-04-26 | Direct | 5,275 |
Reported balance
After 2009-11-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2009-11-03 · Grant · Acquired 5,275 · Balance 5,275 F4: This option, which vesting on the exercisable date, 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.83 · Expires 2015-04-28 | Direct | 5,000 |
Reported balance
After 2009-11-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2009-11-03 · Grant · Acquired 5,000 · Balance 5,000 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.44 · Expires 2016-04-27 | Direct | 5,000 |
Reported balance
After 2009-11-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2009-11-03 · Grant · Acquired 5,000 · Balance 5,000 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.86 · Expires 2017-04-26 | Direct | 5,000 |
Reported balance
After 2009-11-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2009-11-03 · Grant · Acquired 5,000 · Balance 5,000 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.04 · Expires 2018-04-29 | Direct | 5,000 |
Reported balance
After 2009-11-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2009-11-03 · Grant · Acquired 5,000 · Balance 5,000 F3: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.30 · Expires 2019-04-30 | Direct | 5,000 |
Reported balance
After 2009-11-03 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2009-11-03 · Grant · Acquired 5,000 · Balance 5,000 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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").
F2: 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.
F3: 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.
F4: This option, which vesting on the exercisable date, 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.
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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $24.30 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 12 THIER SAMUEL O MD · CIK 0001144773 · 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $38.04 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 11 THIER SAMUEL O MD · CIK 0001144773 · 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $51.86 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 10 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-04-26 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $34.44 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 9 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-04-27 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $33.83 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 8 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2015-04-28 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,275 | $0.00 Strike: $71.30 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 7 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,275 Underlying: Common Stock · 5,275 shares Expires 2011-04-26 F4 · price: This option, which vesting on the exercisable date, 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $47.23 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 6 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-04-29 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,275 | $0.00 Strike: $65.88 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 5 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,275 Underlying: Common Stock · 5,275 shares Expires 2010-04-27 F4 · price: This option, which vesting on the exercisable date, 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,275 | $0.00 Strike: $53.84 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 4 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,275 Underlying: Common Stock · 5,275 shares Expires 2013-04-27 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantStock Option (right to buy) · Derivative | 5,275 | $0.00 Strike: $51.60 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 3 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,275 Underlying: Common Stock · 5,275 shares Expires 2012-04-25 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 37,862.8785 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · derivative · entry 2 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,862.8785 Underlying: Common Stock · 37,862.8785 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 02:37 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-021808 · doc4.xml · nonDerivative · entry 1 THIER SAMUEL O MD · CIK 0001144773 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 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.