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 December 01, 2003 · Filed December 04, 2003
Section 16 reporting ended · disclosed 2003-12-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 33,935 |
Ending reported balance
After 2003-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2003-12-01 · Exercise / conversion · Acquired 13,500 · Balance 39,718 F1: Not Applicable. Row 2 · 2003-12-01 · Tax withholding · Disposed 5,783 · Balance 33,935 |
| Deferred Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 29,376 |
Reported balance
After 2003-12-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2003-12-01 · Exercise / conversion · Disposed 13,500 · Balance 29,376 F2: Not Applicable. F5: Not Applicable. F3: Not Applicable. F4: Not Applicable. |
| Common SharesSEC Table I · non-derivative | IndirectBy Immediate Family | 3,628 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,628 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.91 · Expires 2005-09-24 | Direct | 128,000 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 128,000 F6: Options were granted on September 25, 1995 and are exercisable in twenty percent increments on September 26 of each 2000, 2001, 2002, 2003 and 2004. F11: The terms of the option grant provide that in the event of retirement under a retirement plan of the Issuer or a subsidiary: (i) on or after normal retirement date, 100% of the shares granted hereby shall become fully exercisable as of such retirement date; or (ii) on an early retirement date, the shares granted hereby shall become exercisable only to the extent approved by the Committee but in no event shall shares be exercisable hereunder if such early retirement is prior to September 26, 1996. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.13 · Expires 2008-02-22 | Direct | 52,000 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 52,000 F8: 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 | 43,400 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 43,400 F8: 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 | 37,800 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 37,800 F8: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.04 · Expires 2010-09-24 | Direct | 260,000 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 260,000 F9: Options were granted on September 25, 2000 and are exercisable in one-third increments on September 26 of each 2003, 2004 and 2005. F13: The terms of the option grant provide that in the event of retirement under a retirement plan of the Issuer or a subsidiary: (i) on or after normal retirement date, the shares granted hereby shall continue to vest according to the schedule in footnote 9; or (ii) on an early retirement date, the shares granted hereby shall become exercisable only to the extent approved by the Committee but in no event shall shares be exercisable hereunder if such early retirement date is prior to September 26, 2003. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.05 · Expires 2011-02-25 | Direct | 90,000 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 90,000 F8: 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 | 90,000 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 90,000 F8: These options are currently exercisable. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.44 · Expires 2006-02-28 | Direct | 240,000 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 240,000 F7: Options were granted on March 1, 1996 and are exercisable in twenty percent increments on March 2 of each 2001, 2002, 2003, 2004 and 2005. F12: The terms of the option grant provide that in the event of retirement under a retirement plan of the Issuer or a subsidiary: (i) on or after normal retirement date, 100% of the shares granted hereby shall become fully exercisable as of such retirement date; or (ii) on an early retirement date, the shares granted hereby shall become exercisable only to the extent approved by the Committee but in no event shall shares be exercisable hereunder if such early retirement is prior to March 2, 1997. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.85 · Expires 2013-02-23 | Direct | 76,500 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 76,500 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.85 · Expires 2013-02-23 | Direct | 67,800 |
Reported balance
Holding disclosure · report date 2003-12-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 67,800 F10: Options were granted on February 24, 2003 and are exercisable in one-third increments on February 25 of each 2004, 2005 and 2006. |
Filing footnotes · ownership attribution and instrument terms
F1: Not Applicable.
F2: Not Applicable.
F3: Not Applicable.
F4: Not Applicable.
F5: Not Applicable.
F6: Options were granted on September 25, 1995 and are exercisable in twenty percent increments on September 26 of each 2000, 2001, 2002, 2003 and 2004.
F7: Options were granted on March 1, 1996 and are exercisable in twenty percent increments on March 2 of each 2001, 2002, 2003, 2004 and 2005.
F8: These options are currently exercisable.
F9: Options were granted on September 25, 2000 and are exercisable in one-third increments on September 26 of each 2003, 2004 and 2005.
F10: Options were granted on February 24, 2003 and are exercisable in one-third increments on February 25 of each 2004, 2005 and 2006.
F11: The terms of the option grant provide that in the event of retirement under a retirement plan of the Issuer or a subsidiary: (i) on or after normal retirement date, 100% of the shares granted hereby shall become fully exercisable as of such retirement date; or (ii) on an early retirement date, the shares granted hereby shall become exercisable only to the extent approved by the Committee but in no event shall shares be exercisable hereunder if such early retirement is prior to September 26, 1996.
F12: The terms of the option grant provide that in the event of retirement under a retirement plan of the Issuer or a subsidiary: (i) on or after normal retirement date, 100% of the shares granted hereby shall become fully exercisable as of such retirement date; or (ii) on an early retirement date, the shares granted hereby shall become exercisable only to the extent approved by the Committee but in no event shall shares be exercisable hereunder if such early retirement is prior to March 2, 1997.
F13: The terms of the option grant provide that in the event of retirement under a retirement plan of the Issuer or a subsidiary: (i) on or after normal retirement date, the shares granted hereby shall continue to vest according to the schedule in footnote 9; or (ii) on an early retirement date, the shares granted hereby shall become exercisable only to the extent approved by the Committee but in no event shall shares be exercisable hereunder if such early retirement date is prior to September 26, 2003.
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 01, 2003 Filed Dec 4, 2003 15:48 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionDeferred Stock Unit Award · Derivative | 13,500 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000310158-03-000151 · zah289.xml · derivative · entry 4 ZAHN RICHARD W · CIK 0001238311 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,376 Underlying: Common Shares · 13,500 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. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 01, 2003 Filed Dec 4, 2003 15:48 UTC | Merck & Co., Inc. SGP · Entity 2807 | Tax withholdingCommon Shares | 5,783 | $16.63 | $96,171.29 |
DisclosureSEC source: 0000310158-03-000151 · zah289.xml · nonDerivative · entry 2 ZAHN RICHARD W · CIK 0001238311 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,935 Read SEC document |
| December 01, 2003 Filed Dec 4, 2003 15:48 UTC | Merck & Co., Inc. SGP · Entity 2807 | Exercise / conversionCommon Shares | 13,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-03-000151 · zah289.xml · nonDerivative · entry 1 ZAHN RICHARD W · CIK 0001238311 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,718 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.