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 |
|---|---|---|---|---|---|---|
| November 03, 2009 Filed Nov 4, 2009 22:51 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerOption (right to buy) · Derivative | 250,000 | Not disclosed Strike: $20.70 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 7 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 250,000 shares Expires 2015-04-24 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 | 345,000 | Not disclosed Strike: $31.57 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 6 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 345,000 shares Expires 2014-04-30 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 | 250,000 | Not disclosed Strike: $18.20 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 5 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 250,000 shares Expires 2014-02-22 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 | 350,000 | Not disclosed Strike: $15.87 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 350,000 shares Expires 2013-11-16 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 | 240,000 | Not disclosed Strike: $19.23 | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · derivative · entry 3 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 240,000 shares Expires 2013-05-18 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 issuerCommon Shares | 6,099.41 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 0 F2 · price: 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. Read SEC document |
| November 03, 2009 Filed Nov 4, 2009 22:51 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerCommon Shares | 104,616 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-09-051068 · c91850_4x1.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 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 |
| May 01, 2009 Filed May 5, 2009 17:53 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantOption (right to buy) · Derivative | 264,600 | Not disclosed Strike: $22.91 | Not disclosed |
DisclosureSEC source: 0000310158-09-000046 · ber724.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,600 Underlying: Common Shares · 264,600 shares Expires 2016-04-30 F2 · price: Not Applicable. F1 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2006 Stock Incentive Plan and exercisable in one-third increments on May 1 of 2010, 2011 and 2012. The vesting of 52,920 option shares is subject to Schering-Plough's satisfaction of certain performance criteria for the 2009 year. Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 18:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionDeferred Stock Unit Award · Derivative | 40,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-09-000030 · ber714.xml · derivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 40,000 shares Expires not disclosed 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 · derivative.exercise_price: Not Applicable. F6 · price: Not Applicable. F4 · derivative.exercise_date: Not Applicable. F5 · derivative.expiration_date: Not Applicable. Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 18:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | Tax withholdingCommon Shares | 18,540 | $23.70 | $439,398.00 |
DisclosureSEC source: 0000310158-09-000030 · ber714.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,616 Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 18:59 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionCommon Shares | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000310158-09-000030 · ber714.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,156 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. F1 · price: Not Applicable. Read SEC document |
| February 27, 2009 Filed Mar 3, 2009 22:07 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantPhantom Stock Unit · Derivative | 65,203 | $17.39 | $1,133,880.17 |
DisclosureSEC source: 0000310158-09-000007 · ber705.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,203 Underlying: Common Shares · 65,203 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of common stock. The units of phantom stock will be held in the Issuer's Phantom Stock Fund under the Issuer's non-qualified deferred compensation plan, and will become payable, in cash, following the reporting person's termination of service. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of common stock. The units of phantom stock will be held in the Issuer's Phantom Stock Fund under the Issuer's non-qualified deferred compensation plan, and will become payable, in cash, following the reporting person's termination of service. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of common stock. The units of phantom stock will be held in the Issuer's Phantom Stock Fund under the Issuer's non-qualified deferred compensation plan, and will become payable, in cash, following the reporting person's termination of service. Read SEC document |
| May 01, 2008 Filed May 5, 2008 20:25 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantOption (right to buy) · Derivative | 260,000 | Not disclosed Strike: $18.85 | Not disclosed |
DisclosureSEC source: 0000310158-08-000026 · ber659.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,000 Underlying: Common Shares · 260,000 shares Expires 2015-04-30 F2 · price: Not Applicable. F1 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2006 Stock Incentive Plan and exercisable in one-third increments on May 1 of 2009, 2010 and 2011. The vesting of 52,000 option shares is subject to Schering-Plough's satisfaction of certain performance criteria for the 2008 year. Read SEC document |
| April 25, 2008 Filed Apr 29, 2008 19:37 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionDeferred Stock Unit Award · Derivative | 45,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-08-000010 · ber649.xml · derivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Shares · 45,000 shares Expires not disclosed 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 · derivative.exercise_price: Not Applicable. F6 · price: Not Applicable. F4 · derivative.exercise_date: Not Applicable. F5 · derivative.expiration_date: Not Applicable. Read SEC document |
| April 25, 2008 Filed Apr 29, 2008 19:37 UTC | Merck & Co., Inc. SGP · Entity 2807 | Tax withholdingCommon Shares | 20,858 | $18.64 | $388,793.12 |
DisclosureSEC source: 0000310158-08-000010 · ber649.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,156 Read SEC document |
| April 25, 2008 Filed Apr 29, 2008 19:37 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionCommon Shares | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-08-000010 · ber649.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,014 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. F1 · price: Not Applicable. Read SEC document |
| May 01, 2007 Filed May 3, 2007 14:11 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantOption (right to buy) · Derivative | 345,000 | Not disclosed Strike: $31.57 | Not disclosed |
DisclosureSEC source: 0000310158-07-000024 · ber606.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,000 Underlying: Common Shares · 345,000 shares Expires 2014-04-30 F2 · price: Not Applicable. F1 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2006 Stock Incentive Plan and exercisable in one-third increments on May 1 of 2008, 2009 and 2010. The vesting of 69,000 option shares is subject to Schering-Plough's satisfaction of certain performance criteria for the 2007 year. Read SEC document |
| December 01, 2006 Filed Dec 5, 2006 01:14 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionDeferred Stock Unit Award · Derivative | 45,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-06-000139 · ber578.xml · derivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,000 Underlying: Common Shares · 45,000 shares Expires not disclosed 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 · derivative.exercise_price: Not Applicable. F6 · price: Not Applicable. F4 · derivative.exercise_date: Not Applicable. F5 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 01, 2006 Filed Dec 5, 2006 01:14 UTC | Merck & Co., Inc. SGP · Entity 2807 | Tax withholdingCommon Shares | 20,858 | $21.93 | $457,415.94 |
DisclosureSEC source: 0000310158-06-000139 · ber578.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,014 Read SEC document |
| December 01, 2006 Filed Dec 5, 2006 01:14 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionCommon Shares | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000310158-06-000139 · ber578.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,872 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. F1 · price: Not Applicable. Read SEC document |
| November 17, 2006 Filed Nov 20, 2006 19:41 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionDeferred Stock Unit Award · Derivative | 65,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-06-000114 · ber574.xml · derivative · entry 4 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Shares · 65,000 shares Expires not disclosed 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 · derivative.exercise_price: Not Applicable. F6 · price: Not Applicable. F4 · derivative.exercise_date: Not Applicable. F5 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 17, 2006 Filed Nov 20, 2006 19:41 UTC | Merck & Co., Inc. SGP · Entity 2807 | Tax withholdingCommon Shares | 30,128 | $21.98 | $662,213.44 |
DisclosureSEC source: 0000310158-06-000114 · ber574.xml · nonDerivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,872 Read SEC document |
| November 17, 2006 Filed Nov 20, 2006 19:41 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionCommon Shares | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000310158-06-000114 · ber574.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 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. F1 · price: Not Applicable. Read SEC document |
| May 19, 2006 Filed May 23, 2006 20:31 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantOption (right to buy) · Derivative | 240,000 | Not disclosed Strike: $19.23 | Not disclosed |
DisclosureSEC source: 0000310158-06-000069 · ber532.xml · derivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,000 Underlying: Common Shares · 240,000 shares Expires 2013-05-18 F6 · price: Not Applicable. F5 · derivative.exercise_date: Granted under Schering-Plough Corporation 2006 Stock Incentive Plan and exerciseable in one-third increments on April 1 of 2007, 2008 and 2009. The vesting of 48,000 option shares is subject to Schering-Plough's satisfaction of certain performance criteria for the year 2006. Read SEC document |
| May 19, 2006 Filed May 23, 2006 20:31 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantDeferred Stock Unit Award · Derivative | 40,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-06-000069 · ber532.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,000 Underlying: Common Shares · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Not Applicable. F4 · price: Not Applicable. F2 · derivative.exercise_date: Granted under Schering-Plough Corporation 2006 Stock Incentive Plan. All of the shares become deliverable on April 1, 2009 subject to Schering-Plough's satisfaction of certain performance criteria for the year 2006. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 17, 2005 Filed Nov 18, 2005 21:21 UTC | Merck & Co., Inc. SGP · Entity 2807 | OtherCommon Shares | 5,852.97 | $19.60 | $114,718.21 |
DisclosureSEC source: 0000310158-05-000083 · ber496.xml · nonDerivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 5,852.97 F1 · shares: These shares underlie 326.61 units of interest in the Issuer's Stock Fund of the Issuer's 401(k) plan, as of November 17, 2005. The number of shares underlying each unit may fluctuate based on plan holdings. F1 · balance_after: These shares underlie 326.61 units of interest in the Issuer's Stock Fund of the Issuer's 401(k) plan, as of November 17, 2005. The number of shares underlying each unit may fluctuate based on plan holdings. Read SEC document |
| April 25, 2005 Filed Apr 27, 2005 19:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantOption (right to buy) · Derivative | 250,000 | Not disclosed Strike: $20.70 | Not disclosed |
DisclosureSEC source: 0000310158-05-000014 · ber471.xml · derivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Shares · 250,000 shares Expires 2015-04-24 F6 · price: Not Applicable. F5 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2002 Stock Incentive Plan, exercisable in one-third increments on April 26 of each 2006, 2007 and 2008, subject to Schering-Plough's satisfaction of certain performance criteria for the year 2005 with respect to 50,000 option shares. Read SEC document |
| April 25, 2005 Filed Apr 27, 2005 19:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantDeferred Stock Unit Award · Derivative | 45,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-05-000014 · ber471.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,000 Underlying: Common Shares · 45,000 shares Expires not disclosed F1 · derivative.exercise_price: Not Applicable. F4 · price: Not Applicable. F2 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2002 Stock Incentive Plan. All of the shares become deliverable on April 25, 2008, subject to Schering-Plough's satisfaction of certain performance criteria for the year 2005. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 23, 2004 Filed Feb 25, 2004 19:36 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantPhantom Stock Units · Derivative | 341,949 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-04-000037 · ber363.xml · derivative · entry 3 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,949 Underlying: Common Shares · 341,949 shares Expires not disclosed F7 · derivative.exercise_price: 1 for 1 F9 · price: Not Applicable. F8 · derivative.exercise_date: Includes grants under the Long-Term Performance Share Unit Incentive Plan and the Transformational Performance Contingent Shares Program. The shares of phantom stock become payable in cash upon the reporting person's termination of service as an employee of the Issuer. F8 · derivative.expiration_date: Includes grants under the Long-Term Performance Share Unit Incentive Plan and the Transformational Performance Contingent Shares Program. The shares of phantom stock become payable in cash upon the reporting person's termination of service as an employee of the Issuer. Read SEC document |
| February 23, 2004 Filed Feb 25, 2004 19:36 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantOption (Right to Buy) · Derivative | 250,000 | Not disclosed Strike: $18.20 | Not disclosed |
DisclosureSEC source: 0000310158-04-000037 · ber363.xml · derivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Shares · 250,000 shares Expires 2014-02-22 F6 · price: Not Applicable. F5 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2002 Stock Incentive Plan, exercisable in one-third increments on February 24 of each 2005, 2006 and 2007. Read SEC document |
| February 23, 2004 Filed Feb 25, 2004 19:36 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantDeferred Stock Unit Award · Derivative | 45,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-04-000037 · ber363.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Shares · 45,000 shares Expires not disclosed F1 · derivative.exercise_price: Not Applicable. F4 · price: Not Applicable. F2 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2002 Stock Incentive Plan. All of the shares become deliverable on February 23, 2007. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 17, 2003 Filed Nov 19, 2003 21:32 UTC | Merck & Co., Inc. SGP · Entity 2807 | PurchaseDeferred Stock Unit Award · Derivative | 65,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-03-000126 · ber278.xml · derivative · entry 2 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Shares · 65,000 shares Expires not disclosed F1 · derivative.exercise_price: Not Applicable. F4 · price: Not Applicable. F2 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2002 Stock Incentive Plan. All of the shares become deliverable on November 17, 2006. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 17, 2003 Filed Nov 19, 2003 21:32 UTC | Merck & Co., Inc. SGP · Entity 2807 | PurchaseOption (right to buy) · Derivative | 350,000 | Not disclosed Strike: $15.87 | Not disclosed |
DisclosureSEC source: 0000310158-03-000126 · ber278.xml · derivative · entry 1 BERTOLINI ROBERT J · CIK 0001270263 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Shares · 350,000 shares Expires 2013-11-16 F6 · price: Not Applicable. F5 · derivative.exercise_date: Granted under the Schering-Plough Corporation 2002 Stock Incentive Plan, exercisable in one-third increments on November 18 of each 2004, 2005 and 2006. 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.