Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 October 01, 2003 · Filed December 23, 2003
Section 16 reporting ended · disclosed 2003-12-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 65,735.94 |
Reported balance
After 2003-12-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2003-12-01 · Exercise / conversion · Acquired 15,600 · Balance 65,735.94 F1: Not Applicable. F2: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. |
| Common SharesSEC Table I · non-derivative | Direct | 60,145.94 |
Reported balance
After 2003-12-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2003-12-01 · Tax withholding · Disposed 5,590 · Balance 60,145.94 F2: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. |
| Common SharesSEC Table I · non-derivative | Direct | 55,845.94 |
Reported balance
After 2003-12-22 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2003-12-22 · Sale · Disposed 4,300 · Balance 55,845.94 F2: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. |
| Common SharesSEC Table I · non-derivative | Direct | 52,922.94 |
Reported balance
After 2003-12-22 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2003-12-22 · Sale · Disposed 2,923 · Balance 52,922.94 F2: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. F3: The reporting person is no longer subject to Section 16 due to his retirement on October 1, 2003. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.04 · Expires 2010-09-24 | Direct | 53,334 |
Reported balance
After 2003-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2003-10-01 · Other · Disposed 106,666 · Balance 53,334 F6: 53,334 vested from original grant of 160,000 options granted on September 25, 2000; unvested options from original grant forfeited have been deducted from total. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.97 · Expires 2006-02-25 | Direct | 6,900 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 6,900 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.81 · Expires 2007-02-23 | Direct | 15,200 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 15,200 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.13 · Expires 2008-02-22 | Direct | 15,200 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 15,200 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.06 · Expires 2009-02-21 | Direct | 26,800 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 26,800 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.75 · Expires 2010-02-21 | Direct | 26,800 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 26,800 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.05 · Expires 2011-02-25 | Direct | 40,900 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 40,900 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.68 · Expires 2012-02-24 | Direct | 40,900 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 40,900 F14: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.85 · Expires 2013-02-23 | Direct | 40,900 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 40,900 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.85 · Expires 2013-02-23 | Direct | 44,600 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 44,600 F15: Options were granted on February 24, 2003 and are exercisable in one-third increments on February 25 of each 2004, 2005 and 2006. |
| Stock Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6.01 |
Reported balance
After 2003-11-13 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2003-11-13 · Disposition to issuer · Disposed 1,683.32 · Balance 6.01 F7: 1 for 1 F8: Not Applicable. F9: The stock equivalent units were payable in cash following termination of the reporting person's service as an officer of the Issuer. F10: Included 55.07 shares acquired pursuant to a dividend reinvestment feature of the Issuer's Executive Incentive Plan and Profit-Sharing Benefits Equalization Plan, through November 26, 2003. |
| Deferred Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 31,200 |
Reported balance
After 2003-12-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2003-12-01 · Exercise / conversion · Disposed 15,600 · Balance 31,200 F11: Not Applicable. F13: Not Applicable. F8: Not Applicable. F12: Not Applicable. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust for Wife | 3,733.88 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,733.88 F4: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F5: Shares acquired under Issuer's defined contribution plans. Information based on Plan Statements dated November 26, 2003. |
| Common SharesSEC Table I · non-derivative | IndirectBy Wife | 800 |
Reported balance
Holding disclosure · report date 2003-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 800 F4: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Not Applicable.
F2: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003.
F3: The reporting person is no longer subject to Section 16 due to his retirement on October 1, 2003.
F4: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F5: Shares acquired under Issuer's defined contribution plans. Information based on Plan Statements dated November 26, 2003.
F6: 53,334 vested from original grant of 160,000 options granted on September 25, 2000; unvested options from original grant forfeited have been deducted from total.
F7: 1 for 1
F8: Not Applicable.
F9: The stock equivalent units were payable in cash following termination of the reporting person's service as an officer of the Issuer.
F10: Included 55.07 shares acquired pursuant to a dividend reinvestment feature of the Issuer's Executive Incentive Plan and Profit-Sharing Benefits Equalization Plan, through November 26, 2003.
F11: Not Applicable.
F12: Not Applicable.
F13: Not Applicable.
F14: These options are currently exercisable.
F15: Options were granted on February 24, 2003 and are exercisable in one-third increments on February 25 of each 2004, 2005 and 2006.
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 |
|---|---|---|---|---|---|---|
| December 22, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | SaleCommon Shares | 2,923 | $16.71 | $48,843.33 |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · nonDerivative · entry 4 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,922.94 F2 · balance_after: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. F3 · balance_after: The reporting person is no longer subject to Section 16 due to his retirement on October 1, 2003. Read SEC document |
| December 22, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | SaleCommon Shares | 4,300 | $16.70 | $71,810.00 |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · nonDerivative · entry 3 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,845.94 F2 · balance_after: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. Read SEC document |
| December 01, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionDeferred Stock Unit Award · Derivative | 15,600 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · derivative · entry 9 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,200 Underlying: Common Shares · 15,600 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. F11 · derivative.exercise_price: Not Applicable. F13 · price: Not Applicable. F8 · derivative.exercise_date: Not Applicable. F12 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 01, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | Tax withholdingCommon Shares | 5,590 | $16.63 | $92,961.70 |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · nonDerivative · entry 2 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,145.94 F2 · balance_after: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. Read SEC document |
| December 01, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionCommon Shares | 15,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · nonDerivative · entry 1 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,735.94 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. F2 · balance_after: Includes 84.77 shares acquired under the Bank of New York Systematic Investment Program for Schering-Plough Corporation Common Stock through November 26, 2003. Read SEC document |
| November 13, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | Disposition to issuerStock Equivalent Units · Derivative | 1,683.32 | $15.90 Strike: $0.00 | $26,764.79 |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · derivative · entry 8 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6.01 Underlying: Common Shares · 1,683.32 shares Expires not disclosed F7 · derivative.exercise_price: 1 for 1 F8 · derivative.exercise_date: Not Applicable. F9 · derivative.expiration_date: The stock equivalent units were payable in cash following termination of the reporting person's service as an officer of the Issuer. F10 · balance_after: Included 55.07 shares acquired pursuant to a dividend reinvestment feature of the Issuer's Executive Incentive Plan and Profit-Sharing Benefits Equalization Plan, through November 26, 2003. Read SEC document |
| October 01, 2003 Filed Dec 23, 2003 18:35 UTC | Merck & Co., Inc. SGP · Entity 2807 | OtherOption (right to buy) · Derivative | 106,666 | $0.00 Strike: $45.04 | $0.00 |
DisclosureSEC source: 0000310158-03-000161 · rya269.xml · derivative · entry 7 RYAN JOHN P · CIK 0001238310 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,334 Underlying: Common Shares · 106,666 shares Expires 2010-09-24 F6 · derivative.exercise_date: 53,334 vested from original grant of 160,000 options granted on September 25, 2000; unvested options from original grant forfeited have been deducted from total. 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.