Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARPENTER TECHNOLOGY CORPCRS · Entity 3210 | Director | October 09, 2018 | October 11, 2018 |
| CONOCOPHILLIPSCOP · Entity 658 | Director | January 15, 2012 | January 18, 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.
CARPENTER TECHNOLOGY CORP
Report date October 09, 2018 · Filed October 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock UnitsSEC Table II · derivative / convertible security | Direct | 54,966.72 |
Reported balance
After 2018-10-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-10-09 · Grant · Acquired 1,796 · Balance 54,966.72 F1: Converts to common stock on a 1-for-1 basis F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2: Payable upon the later of separation of service or a specified date or event F4: Includes dividend equivalents not previously reported. |
| Director Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $58.48 · Expires 2028-10-09 | Direct | 1,886 |
Reported balance
After 2018-10-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-09 · Grant · Acquired 1,886 · Balance 1,886 F5: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts to common stock on a 1-for-1 basis
F2: Payable upon the later of separation of service or a specified date or event
F3: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors.
F4: Includes dividend equivalents not previously reported.
F5: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors.
CONOCOPHILLIPS
Report date January 15, 2012 · Filed January 18, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,413 |
Reported balance
After 2012-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-01-15 · Grant · Acquired 2,413 · Balance 2,413 F1: The stock units convert to ConocoPhillps common stock on a 1-for-1 basis. F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock units convert to ConocoPhillps common stock on a 1-for-1 basis.
F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Merck & Co., Inc.
Report date November 03, 2009 · Filed November 04, 2009
Section 16 reporting ended · disclosed 2009-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2009-11-03 transaction · row 1
1 source rowRow 1 · 2009-11-03 · Disposition to issuer · Disposed 5,438.48 · Balance 0 F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Merck & Co., Inc. ("Merger"), upon closing of the Merger, each common share of the Issuer was converted into 0.5767 shares of Merck & Co., Inc. common stock and $10.50 in cash. |
| Stock Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 0 |
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 · Disposition to issuer · Disposed 6,474.27 · Balance 0 F2: Each unit is the economic equivalent of one share of common stock. F3: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
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 · Disposition to issuer · Disposed 23,590.36 · Balance 0 F2: Each unit is the economic equivalent of one share of common stock. F3: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Merck & Co., Inc. ("Merger"), upon closing of the Merger, each common share of the Issuer was converted into 0.5767 shares of Merck & Co., Inc. common stock and $10.50 in cash.
F2: Each unit is the economic equivalent of one share of common stock.
F3: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| October 09, 2018 Filed Oct 11, 2018 19:03 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Options · Derivative | 1,886 | Not disclosed Strike: $58.48 | Not disclosed |
DisclosureSEC source: 0000017843-18-000058 · edgar.xml · derivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,886 Underlying: Common Stock · 1,886 shares Expires 2028-10-09 F5 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. Read SEC document |
| October 09, 2018 Filed Oct 11, 2018 19:03 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 1,796 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-18-000058 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,966.72 Underlying: Common Stock · 1,796 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,358 | Not disclosed Strike: $17.29 | Not disclosed |
DisclosureSEC source: 0000017843-18-000009 · edgar.xml · derivative · entry 3 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,358 shares Expires 2019-07-29 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. F2 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | SaleCommon Stock | 2,358 | $53.00 | $124,974.00 |
DisclosureSEC source: 0000017843-18-000009 · edgar.xml · nonDerivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,396.71 F1 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:32 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionCommon Stock | 2,358 | $17.29 | $40,769.82 |
DisclosureSEC source: 0000017843-18-000009 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,754.71 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 |
| October 10, 2017 Filed Oct 12, 2017 21:26 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Options (Right to Buy) · Derivative | 2,416 | Not disclosed Strike: $49.52 | Not disclosed |
DisclosureSEC source: 0000017843-17-000062 · edgar.xml · derivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,416 Underlying: Common Stock · 2,416 shares Expires 2027-10-10 F5 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 21:26 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 2,121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-17-000062 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,413.05 Underlying: Common Stock · 2,121 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:06 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionDirector Stock Option (Right to buy) · Derivative | 8,000 | Not disclosed Strike: $22.35 | Not disclosed |
DisclosureSEC source: 0000017843-17-000007 · edgar.xml · derivative · entry 3 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2018-10-13 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. F3 · price: The reporting person was granted an option to purchase stock under the Carpenter Technology Corporation Stock Based Compensation Plan for Non-Employee Directors as part of her director compensation. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:06 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | SaleCommon Stock | 8,000 | $42.60 | $340,800.00 |
DisclosureSEC source: 0000017843-17-000007 · edgar.xml · nonDerivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,327.799 F1 · price: The price reported is an average of the total transactions executed for the day, with the individual transactions ranging from a low of $42.18 per share to a high of $42.72 per share. F2 · balance_after: Includes shares acquired under the Carpenter Technology Corporation Dividend Reinvestment Program. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:06 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | Exercise / conversionCommon Stock | 8,000 | $22.35 | $178,800.00 |
DisclosureSEC source: 0000017843-17-000007 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,327.799 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 |
| October 11, 2016 Filed Oct 13, 2016 23:26 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Options (right to buy) · Derivative | 3,275 | Not disclosed Strike: $39.79 | Not disclosed |
DisclosureSEC source: 0000017843-16-000102 · edgar.xml · derivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,275 Underlying: Common Stock · 3,275 shares Expires 2026-10-11 F5 · price: The reporting person was granted an option to purchase stock as part of her director's compensation. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 23:26 UTC | CARPENTER TECHNOLOGY CORP CRS · Entity 3210 | GrantDirector Stock Units · Derivative | 2,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000017843-16-000102 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,379.25 Underlying: Common Stock · 2,640 shares Expires not disclosed F1 · derivative.exercise_price: Converts to common stock on a 1-for-1 basis F3 · price: The reporting person was granted restricted stock units under the Carpenter Technology Corporation Stock-Based Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: Payable upon the later of separation of service or a specified date or event F2 · derivative.expiration_date: Payable upon the later of separation of service or a specified date or event F4 · balance_after: Includes dividend equivalents not previously reported. Read SEC document |
| January 15, 2012 Filed Jan 18, 2012 22:53 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 2,413 | $70.47 | $170,044.11 |
DisclosureSEC source: 0001181431-12-002972 · rrd330960.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,413 Underlying: Common Stock · 2,413 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillps common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. Read SEC document |
| January 15, 2011 Filed Jan 19, 2011 23:26 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 2,526 | $67.31 | $170,012.43 |
DisclosureSEC source: 0001181431-11-004270 · rrd297963.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,893.7097 Underlying: Common Stock · 2,526 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillps common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The reporting person has elected to receive payment in five equal annual installments beginning six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in five equal annual installments beginning six months following separation from service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| January 15, 2010 Filed Jan 20, 2010 23:30 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 2,275 | $52.76 | $120,028.09 |
DisclosureSEC source: 0001181431-10-003814 · rrd263393.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 Underlying: Common Stock · 2,275 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillps common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The reporting person has elected to receive payment in three equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in three equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerStock Units · Derivative | 23,590.36 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-051078 · c91875_4x0.xml · derivative · entry 3 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 23,590.36 shares Expires not disclosed F2 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F3 · price: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. F3 · derivative.exercise_date: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. F3 · derivative.expiration_date: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerStock Equivalent Units · Derivative | 6,474.27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-051078 · c91875_4x0.xml · derivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,474.27 shares Expires not disclosed F2 · derivative.exercise_price: Each unit is the economic equivalent of one share of common stock. F3 · price: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. F3 · derivative.exercise_date: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. F3 · derivative.expiration_date: Upon closing of the Merger, the cash value of the units became payable to the reporting person in accordance with the terms of the 2006 Directors Compensation Plan. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerCommon Shares | 5,438.48 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-051078 · c91875_4x0.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the agreement and plan of merger ("Merger Agreement") between the Issuer and Merck & Co., Inc. ("Merger"), upon closing of the Merger, each common share of the Issuer was converted into 0.5767 shares of Merck & Co., Inc. common stock and $10.50 in cash. Read SEC document |
| June 01, 2009 Filed Jun 2, 2009 16:57 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 1,567.62 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-09-000080 · tur743.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,536.08 Underlying: Common Shares · 1,567.62 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired through May 26, 2009 pursuant to a dividend reinvestment feature of the Directors Compensation Plan. Read SEC document |
| January 15, 2009 Filed Jan 20, 2009 22:44 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 2,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-003918 · doc4.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,021.542 Underlying: Common Stock · 2,520 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment in five equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in five equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| December 01, 2008 Filed Dec 1, 2008 22:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 2,567.92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-08-000104 · tur694.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,826.63 Underlying: Common Shares · 2,567.92 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired through November 25, 2008 pursuant to a dividend reinvestment feature of the Directors Compensation Plan. Read SEC document |
| May 30, 2008 Filed May 30, 2008 21:30 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 1,680.11 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-08-000065 · tur680.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,111.42 Underlying: Common Shares · 1,680.11 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired through May 27, 2008 pursuant to a dividend reinvestment feature of the Directors Compensation Plan. Read SEC document |
| January 15, 2008 Filed Jan 17, 2008 22:25 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004303 · doc4.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,463 Underlying: Common Stock · 1,463 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment in five equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in five equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| December 01, 2007 Filed Dec 4, 2007 21:55 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 1,064.96 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-07-000090 · tur639.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,321.32 Underlying: Common Shares · 1,064.96 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired through November 27, 2007 pursuant to a dividend reinvestment feature of the Directors Compensation Plan. Read SEC document |
| June 01, 2007 Filed Jun 4, 2007 20:52 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 1,018.12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-07-000060 · tur626.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,185.2 Underlying: Common Shares · 1,018.12 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired through May 29, 2007 pursuant to a dividend reinvestment feature of the Directors Compensation Plan. Read SEC document |
| January 15, 2007 Filed Jan 17, 2007 23:04 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001358582-07-000062 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,901 Underlying: Common Stock · 1,901 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment in three equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in three equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for an alternative schedule of deferred payments. Read SEC document |
| December 01, 2006 Filed Dec 4, 2006 20:56 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 1,514.46 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-06-000136 · tur591.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,102.33 Underlying: Common Shares · 1,514.46 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired through November 30, 2006 pursuant to a dividend reinvestment feature of the Issuer's Directors Stock Award Plan. Read SEC document |
| November 01, 2006 Filed Nov 3, 2006 21:34 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001358582-06-000228 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 Underlying: Common Stock · 334 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment in a lump sum on the date of her termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in a lump sum on the date of her termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| June 01, 2006 Filed Jun 5, 2006 19:46 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 1,748.86 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-06-000092 · tur559.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,516.49 Underlying: Common Shares · 1,748.86 shares Expires not disclosed F1 · security: The stock units are held pursuant to a deferral feature of the Directors Compensation Plan. F2 · derivative.exercise_price: Not Applicable. F4 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock in accordance with the Reporting Person's election under the Plan. F2 · derivative.expiration_date: Not Applicable. F5 · balance_after: Includes shares acquired through May 31, 2006 pursuant to a dividend reinvestment feature of the Issuer's Directors Stock Award Plan. Read SEC document |
| May 20, 2006 Filed May 23, 2006 19:57 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-06-000066 · tur544.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,734.07 Underlying: Common Shares · 3,000 shares Expires not disclosed F1 · security: The stock units were credited pursuant to a deferral feature of the Directors Stock Award Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock on dates selected in accordance with the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Issuer's Directors Stock Award Plan, through February 28, 2006. Read SEC document |
| January 15, 2006 Filed Jan 27, 2006 01:02 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-06-000062 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,672 Underlying: Common Stock · 1,649 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment in a lump sum on the date of her termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in a lump sum on the date of her termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| January 01, 2006 Filed Jan 4, 2006 19:30 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Equivalent Units · Derivative | 1,199.04 | $20.85 | $24,999.98 |
DisclosureSEC source: 0000310158-06-000007 · tur515.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204.44 Underlying: Common Shares · 1,199.04 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · kind: The stock equivalent units were credited in a deferred account under the Directors Stock Equivalency Program. F3 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: The stock equivalent units are payable in cash following termination of the reporting person's service as a director of the Issuer. F5 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Directors Stock Equivalency Program, as of November 30, 2005. Read SEC document |
| April 27, 2005 Filed Apr 29, 2005 19:23 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 3,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-05-000042 · tur466.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,636.91 Underlying: Common Shares · 3,000 shares Expires not disclosed F1 · security: The stock units were credited pursuant to a deferral feature of the Directors Stock Award Plan. F2 · derivative.exercise_price: Not Applicable. F4 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock on dates selected in accordance with the Plan. F2 · derivative.expiration_date: Not Applicable. F5 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Issuer's Directors Stock Award Plan, through February 28, 2005. Read SEC document |
| February 15, 2005 Filed Feb 18, 2005 00:22 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-05-000056 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 992 Underlying: Common Stock · 992 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The reporting person has elected to receive payment in five equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment in five equal annual installments beginning on the date of her termination of service, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| January 01, 2005 Filed Jan 4, 2005 19:48 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Equivalent Units · Derivative | 1,197.32 | $20.88 Strike: $0.00 | $25,000.04 |
DisclosureSEC source: 0001223203-05-000020 · tur445.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,950.01 Underlying: Common Shares · 1,197.32 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · kind: The stock equivalent units were credited in a deferred account under the Directors Stock Equivalency Program. F3 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: The stock equivalent units are payable in cash following termination of the reporting person's service as a director of the Issuer. F5 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Directors Stock Equivalency Program, as of November 30, 2004. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 21:22 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 14 | $86.77 | $1,214.78 |
DisclosureSEC source: 0001234266-05-000001 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,015 Read SEC document |
| November 30, 2004 Filed Dec 2, 2004 22:18 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 14 | $90.37 | $1,265.18 |
DisclosureSEC source: 0001234266-04-000261 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,990 Read SEC document |
| October 29, 2004 Filed Nov 2, 2004 20:58 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 15 | $83.60 | $1,254.00 |
DisclosureSEC source: 0001234266-04-000251 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,976 Read SEC document |
| September 30, 2004 Filed Oct 4, 2004 17:14 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 15 | $82.46 | $1,236.90 |
DisclosureSEC source: 0001234266-04-000217 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,961 Read SEC document |
| August 31, 2004 Filed Sep 2, 2004 21:20 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 17 | $73.84 | $1,255.28 |
DisclosureSEC source: 0001234266-04-000205 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,936 Read SEC document |
| July 30, 2004 Filed Aug 3, 2004 21:08 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 16 | $78.59 | $1,257.44 |
DisclosureSEC source: 0001234266-04-000188 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,919 Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 01:23 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 16 | $76.05 | $1,216.80 |
DisclosureSEC source: 0001234266-04-000167 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893 Read SEC document |
| May 28, 2004 Filed Jun 2, 2004 20:57 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 17 | $72.71 | $1,236.07 |
DisclosureSEC source: 0001234266-04-000149 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,877 Read SEC document |
| April 30, 2004 Filed May 4, 2004 19:55 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 17 | $71.95 | $1,223.15 |
DisclosureSEC source: 0001234266-04-000121 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,860 Read SEC document |
| April 28, 2004 Filed Apr 29, 2004 21:30 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 3,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-04-000074 · tur395.xml · derivative · entry 2 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,568.84 Underlying: Common Shares · 3,000 shares Expires not disclosed F2 · security: The stock units were credited pursuant to a deferral feature of the Directors Stock Award Plan. F3 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F4 · derivative.exercise_date: The stock units will be paid in shares of stock on dates selected in accordance with the Plan. F3 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes 68.84 shares acquired pursuant to a dividend reinvestment feature of the Directors Stock Award Plan, through February 26, 2004. These stock units were credited pursuant to a deferral feature of the plan and will be paid in shares of stock on dates selected in accordance with the plan. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 22:14 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 18 | $69.44 | $1,249.92 |
DisclosureSEC source: 0001234266-04-000108 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,843 Read SEC document |
| February 27, 2004 Filed Mar 2, 2004 22:43 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 18 | $68.91 | $1,240.38 |
DisclosureSEC source: 0001234266-04-000093 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,814 Read SEC document |
| January 30, 2004 Filed Feb 3, 2004 21:51 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantCommon Stock | 18 | $66.16 | $1,190.88 |
DisclosureSEC source: 0001234266-04-000050 · edgar.xml · nonDerivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,796 Read SEC document |
| January 15, 2004 Filed Jan 20, 2004 14:30 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001234266-04-000029 · edgar.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,317 Underlying: Common Stock · 1,375 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The stock units become payable, at the election of the director (i) the date the director ceases to serve on the Board of Directors (subject to a minimum of three years from the grant date prior to payment) or (ii) the date which is three years after the applicable grant date. F2 · derivative.expiration_date: The stock units become payable, at the election of the director (i) the date the director ceases to serve on the Board of Directors (subject to a minimum of three years from the grant date prior to payment) or (ii) the date which is three years after the applicable grant date. Read SEC document |
| January 01, 2004 Filed Jan 5, 2004 21:12 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Equivalent Units · Derivative | 1,437.61 | $17.39 Strike: $0.00 | $25,000.04 |
DisclosureSEC source: 0000310158-04-000005 · tur311.xml · derivative · entry 1 TURNER KATHRYN C · CIK 0001164641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,706.78 Underlying: Common Shares · 1,437.61 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · kind: The stock equivalent units were credited in a deferred account under the Directors Stock Equivalency Program. F3 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: The stock equivalent units are payable in cash following termination of the reporting person's service as a director of the Issuer. F5 · balance_after: Includes 52.40 shares acquired pursuant to a dividend reinvestment feature of the Directors Stock Equivalency Program, through November 26, 2003. 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.