Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | March 31, 2021 | April 02, 2021 |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC.CRL · Entity 3398 | Director | May 13, 2024 | May 15, 2024 |
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.
BRISTOL MYERS SQUIBB CO
Report date March 31, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 26,648.481 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 554.412 · Balance 26,648.481 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Report date May 13, 2024 · Filed May 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,802 |
Ending reported balance
After 2024-05-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-13 · Grant · Acquired 559 · Balance 32,408 F1: The unvested restricted stock units vest upon the earlier of 5/13/2025 or the business day prior to the Company's next annual meeting of shareholders. Row 2 · 2024-05-13 · Grant · Acquired 394 · Balance 32,802 F2: The grant was made in lieu of director service fees for the term commencing May 8, 2024. The restricted stock units vest upon the earlier of 5/13/2025, or the business day prior to the Company's next annual meeting of shareholders. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $228.41 · Expires 2034-05-13 | Direct | 1,311 |
Reported balance
After 2024-05-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-13 · Grant · Acquired 1,311 · Balance 1,311 F3: The stock options become exercisable upon the earlier of 5/13/2025 or the business day prior to the Company's next annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The unvested restricted stock units vest upon the earlier of 5/13/2025 or the business day prior to the Company's next annual meeting of shareholders.
F2: The grant was made in lieu of director service fees for the term commencing May 8, 2024. The restricted stock units vest upon the earlier of 5/13/2025, or the business day prior to the Company's next annual meeting of shareholders.
F3: The stock options become exercisable upon the earlier of 5/13/2025 or the business day prior to the Company's next annual meeting of shareholders.
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 104,616 · 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. |
| Common SharesSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2009-11-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2009-11-03 · Disposition to issuer · Disposed 6,099.41 · Balance 0 F2: In connection with the Merger, each share held in the Issuer's stock fund of the Issuer's 401(k) plan was converted into 0.5767 shares of Merck & Co., Inc. common stock and $10.50 in cash. Both the shares and cash will remain in the plan until such time as the reporting person elects a distribution therefrom. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.23 · Expires 2013-05-18 | 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 240,000 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.87 · Expires 2013-11-16 | Direct | 0 |
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 · Disposition to issuer · Disposed 350,000 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.20 · Expires 2014-02-22 | Direct | 0 |
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 · Disposition to issuer · Disposed 250,000 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.57 · Expires 2014-04-30 | Direct | 0 |
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 · Disposition to issuer · Disposed 345,000 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.70 · Expires 2015-04-24 | Direct | 0 |
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 · Disposition to issuer · Disposed 250,000 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.85 · Expires 2015-04-30 | Direct | 0 |
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 · Disposition to issuer · Disposed 260,000 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.91 · Expires 2016-04-30 | Direct | 0 |
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 · Disposition to issuer · Disposed 264,600 · Balance 0 F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. |
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
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 · Disposition to issuer · Disposed 65,587.15 · Balance 0 F5: Each unit of phantom stock is the economic equivalent of one share of common stock. F6: In connection with the Merger, each unit of phantom stock was converted into 0.5767 phantom shares of Merck & Co., Inc. common stock and $10.50 in cash. The cash value of the phantom stock units will be paid to the reporting person in accordance with the reporting person's distribution election under the Issuer's nonqualified deferred 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: In connection with the Merger, each share held in the Issuer's stock fund of the Issuer's 401(k) plan was converted into 0.5767 shares of Merck & Co., Inc. common stock and $10.50 in cash. Both the shares and cash will remain in the plan until such time as the reporting person elects a distribution therefrom.
F3: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter.
F4: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement.
F5: Each unit of phantom stock is the economic equivalent of one share of common stock.
F6: In connection with the Merger, each unit of phantom stock was converted into 0.5767 phantom shares of Merck & Co., Inc. common stock and $10.50 in cash. The cash value of the phantom stock units will be paid to the reporting person in accordance with the reporting person's distribution election under the Issuer's nonqualified deferred 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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $88.08 | $8,808.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 15 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,851 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 165 | $88.06 | $14,529.90 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 14 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,951 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 300 | $88.03 | $26,409.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 13 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,116 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $88.02 | $8,802.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 12 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,416 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 2,726 | $88.00 | $239,888.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 11 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,516 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.99 | $8,799.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 10 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,242 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 743 | $87.98 | $65,369.14 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 9 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,342 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 200 | $87.96 | $17,592.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 8 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,085 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.95 | $8,795.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 7 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,285 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.95 | $8,794.50 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 6 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,385 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 500 | $87.94 | $43,970.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 5 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,485 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 200 | $87.93 | $17,586.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,985 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 400 | $87.92 | $35,168.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 3 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,185 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 200 | $87.91 | $17,582.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,585 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:36 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.78 | $8,778.00 |
DisclosureSEC source: 0001127602-17-009486 · form4.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,785 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | Exercise / conversionStock Options (Right to Buy) · Derivative | 11,990 | $0.00 Strike: $37.81 | $0.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · derivative · entry 31 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,990 shares Expires 2018-02-01 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 |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 200 | $87.77 | $17,554.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 30 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,885 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 197 | $87.69 | $17,274.93 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 29 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,085 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 41 | $87.65 | $3,593.45 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 28 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,282 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 400 | $87.64 | $35,056.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 27 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,323 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 19 | $87.62 | $1,664.69 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 26 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,723 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 700 | $87.61 | $61,327.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 25 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,742 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 141 | $87.60 | $12,351.60 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 24 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,442 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 40 | $87.60 | $3,503.80 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 23 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,583 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.59 | $8,758.50 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 22 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,623 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.58 | $8,758.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 21 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,723 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 400 | $87.56 | $35,024.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 20 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,823 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 30 | $87.56 | $2,626.65 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 19 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,223 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 900 | $87.55 | $78,795.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 18 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,253 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.52 | $8,752.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 17 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,153 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 40 | $87.52 | $3,500.60 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 16 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,253 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.51 | $8,751.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 15 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,293 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.50 | $8,750.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 14 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,393 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 300 | $87.49 | $26,247.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 13 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,493 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 300 | $87.47 | $26,241.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 12 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,793 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 60 | $87.47 | $5,247.90 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 11 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,093 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.44 | $8,744.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 10 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,153 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.43 | $8,743.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 9 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,253 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.39 | $8,739.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 8 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,353 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.36 | $8,736.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 7 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,453 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.35 | $8,735.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 6 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,553 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.32 | $8,732.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 5 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,653 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 200 | $87.30 | $17,460.00 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,753 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 100 | $87.30 | $8,729.50 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 3 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,953 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | SaleCommon Stock | 87 | $87.27 | $7,592.49 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,053 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:34 UTC | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. CRL · Entity 3398 | Exercise / conversionCommon Stock | 11,990 | $37.81 | $453,341.90 |
DisclosureSEC source: 0001127602-17-009481 · form4.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,140 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 |
| February 21, 2017 Filed Feb 24, 2017 00:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 2,924.754 | $54.78 | $160,218.02 |
DisclosureSEC source: 0000014272-17-000059 · wf-form4_148789618295155.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,924.754 Underlying: Common Stock, $0.10 par value · 2,924.754 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · shares: Represents pro rata portion of the 2017 annual Deferred Share Units awards granted to the Company's directors. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:51 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerPhantom Stock Unit · Derivative | 65,587.15 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 10 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 65,587.15 shares Expires not disclosed F5 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. F6 · price: In connection with the Merger, each unit of phantom stock was converted into 0.5767 phantom shares of Merck & Co., Inc. common stock and $10.50 in cash. The cash value of the phantom stock units will be paid to the reporting person in accordance with the reporting person's distribution election under the Issuer's nonqualified deferred compensation plan. F6 · derivative.exercise_date: In connection with the Merger, each unit of phantom stock was converted into 0.5767 phantom shares of Merck & Co., Inc. common stock and $10.50 in cash. The cash value of the phantom stock units will be paid to the reporting person in accordance with the reporting person's distribution election under the Issuer's nonqualified deferred compensation plan. F6 · derivative.expiration_date: In connection with the Merger, each unit of phantom stock was converted into 0.5767 phantom shares of Merck & Co., Inc. common stock and $10.50 in cash. The cash value of the phantom stock units will be paid to the reporting person in accordance with the reporting person's distribution election under the Issuer's nonqualified deferred compensation plan. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:51 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerOption (right to buy) · Derivative | 264,600 | Not disclosed Strike: $22.91 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 9 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 264,600 shares Expires 2016-04-30 F4 · price: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3 · derivative.exercise_date: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:51 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerOption (right to buy) · Derivative | 260,000 | Not disclosed Strike: $18.85 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 8 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 260,000 shares Expires 2015-04-30 F4 · price: Pursuant to the Merger Agreement, upon closing of the Merger, the option was converted into an option to purchase common shares of Merck & Co., Inc. in accordance with the exchange ratio set forth in the Merger Agreement. F3 · derivative.exercise_date: The options vested and became exercisable on varying dates pursuant to the terms of the plans under which they were granted. Options that had not vested prior to the Merger, vested upon the closing of the Merger or the reporting person's termination of employment thereafter. 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.