Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | EVP and General Counsel | December 21, 2022 | January 05, 2023 |
| CVS HEALTH CorpCVS · Entity 2884 | EVP, CPO and General Counsel | March 31, 2026 | April 02, 2026 |
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.
BECTON DICKINSON & CO
Report date December 21, 2022 · Filed January 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,251 |
Reported balance
After 2022-12-21 transaction · row 1
1 source rowRow 1 · 2022-12-21 · Gift · Disposed 19 · Balance 9,251 |
CVS HEALTH Corp
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 38,139 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 12,531 · Balance 38,139 F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. |
| Common StockSEC Table I · non-derivative | Direct | 33,421 |
Reported balance
After 2026-04-01 transaction · row 2
1 source rowRow 2 · 2026-04-01 · Tax withholding · Disposed 3,541 · Balance 33,421 F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $71.82 · Expires 2036-03-31 | Direct | 80,838 |
Reported balance
After 2026-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-31 · Grant · Acquired 80,838 · Balance 80,838 F3: Option becomes exercisable in three equal annual installments, commencing 3/31/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027.
F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units.
F3: Option becomes exercisable in three equal annual installments, commencing 3/31/2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARD C R INC /NJ/
Report date December 29, 2017 · Filed January 03, 2018
Section 16 reporting ended · disclosed 2018-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,387.783 |
Reported balance
After 2017-08-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-08-14 · Gift · Disposed 48 · Balance 16,387.783 |
| Common StockSEC Table I · non-derivative | Direct | 25,016.783 |
Reported balance
After 2017-12-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-12-29 · Grant · Acquired 8,629 · Balance 25,016.783 F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). All of the December 29, 2017 transactions reported in this Form 4 occurred simultaneously upon the closing of the Merger. F2: Includes 8,629 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units. |
| Common StockSEC Table I · non-derivative | Direct | 28,812.783 |
Reported balance
After 2017-12-29 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-12-29 · Grant · Acquired 3,796 · Balance 28,812.783 F3: Includes 3,796 Bard restricted stock units deemed acquired upon satisfaction of performance goals that were considered achieved upon the closing of the Merger. |
| Common StockSEC Table I · non-derivative | Direct | 28,587 |
Reported balance
After 2017-12-29 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2017-12-29 · Disposition to issuer · Disposed 225.783 · Balance 28,587 F4: Includes 225.7830 shares of Bard common stock that, upon the closing of the Merger, were cancelled and converted into the right to receive the Merger Consideration. |
| Common StockSEC Table I · non-derivative | Direct | 20,008 |
Reported balance
After 2017-12-29 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2017-12-29 · Disposition to issuer · Disposed 8,579 · Balance 20,008 F5: Includes 8,579 Bard restricted stock units that, upon the closing of the Merger, were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent adjusted BD restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 11,379 |
Reported balance
After 2017-12-29 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2017-12-29 · Disposition to issuer · Disposed 8,629 · Balance 11,379 F2: Includes 8,629 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2017-12-29 · Disposition to issuer · Disposed 11,379 · Balance 0 F6: Includes 11,379 shares of restricted stock units acquired through deferral of compensation under Bard's Management Stock Purchase Program ("MSPP"). In accordance with the Merger Agreement (i) each Bard MSPP Unit that by its terms vested and/or became payable at the closing of the Merger was cancelled and converted into, with respect to each share of Bard common stock underlying such Bard MSPP Unit, the right to receive the Merger Consideration; and (ii) each Bard MSPP Unit that did not, by its terms, become payable at the closing of the Merger was assumed and converted in accordance with the exchange ratio set forth in the Merger Agreement into an equivalent adjusted BD MSPP Unit. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $145.83 · Expires 2024-07-16 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-12-29 · Disposition to issuer · Disposed 9,184 · Balance 0 F7: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $186.43 · Expires 2025-12-09 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-12-29 · Disposition to issuer · Disposed 9,659 · Balance 0 F7: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $168.87 · Expires 2024-12-10 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-12-29 · Disposition to issuer · Disposed 8,006 · Balance 0 F7: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $219.56 · Expires 2026-12-14 | Direct | 0 |
Reported balance
After 2017-12-29 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-12-29 · Disposition to issuer · Disposed 8,149 · Balance 0 F7: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). All of the December 29, 2017 transactions reported in this Form 4 occurred simultaneously upon the closing of the Merger.
F2: Includes 8,629 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units.
F3: Includes 3,796 Bard restricted stock units deemed acquired upon satisfaction of performance goals that were considered achieved upon the closing of the Merger.
F4: Includes 225.7830 shares of Bard common stock that, upon the closing of the Merger, were cancelled and converted into the right to receive the Merger Consideration.
F5: Includes 8,579 Bard restricted stock units that, upon the closing of the Merger, were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent adjusted BD restricted stock units.
F6: Includes 11,379 shares of restricted stock units acquired through deferral of compensation under Bard's Management Stock Purchase Program ("MSPP"). In accordance with the Merger Agreement (i) each Bard MSPP Unit that by its terms vested and/or became payable at the closing of the Merger was cancelled and converted into, with respect to each share of Bard common stock underlying such Bard MSPP Unit, the right to receive the Merger Consideration; and (ii) each Bard MSPP Unit that did not, by its terms, become payable at the closing of the Merger was assumed and converted in accordance with the exchange ratio set forth in the Merger Agreement into an equivalent adjusted BD MSPP Unit.
F7: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock.
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 26, 2018 Filed Nov 28, 2018 14:04 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000077 · edgar.xml · nonDerivative · entry 1 Khichi Samrat S. · CIK 0001612227 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,505 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 17:34 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GiftCommon Stock | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000060 · edgar.xml · nonDerivative · entry 1 Khichi Samrat S. · CIK 0001612227 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,337 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:21 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantStock Appreciation Rights · Derivative | 15,591 | $0.00 Strike: $217.84 | $0.00 |
DisclosureSEC source: 0001543407-18-000007 · edgar.xml · derivative · entry 2 Khichi Samrat S. · CIK 0001612227 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,591 Underlying: Common Stock · 15,591 shares Expires 2028-01-02 F2 · derivative.exercise_date: The stock appreciation rights vest in four annual installments beginning January 2, 2019. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:21 UTC | BECTON DICKINSON & CO BDX · Entity 2498 | GrantCommon Stock | 1,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001543407-18-000007 · edgar.xml · nonDerivative · entry 1 Khichi Samrat S. · CIK 0001612227 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,385 F1 · shares: Represents restricted stock units awarded under the Becton, Dickinson and Company 2004 Employee and Director Equity-Based Compensation Plan. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerOption (Right to Buy) · Derivative | 8,149 | Not disclosed Strike: $219.56 | Not disclosed |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · derivative · entry 11 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,149 shares Expires 2026-12-14 F7 · price: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. F7 · derivative.exercise_date: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerOption (Right to Buy) · Derivative | 8,006 | Not disclosed Strike: $168.87 | Not disclosed |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · derivative · entry 10 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,006 shares Expires 2024-12-10 F7 · price: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. F7 · derivative.exercise_date: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerOption (Right to Buy) · Derivative | 9,659 | Not disclosed Strike: $186.43 | Not disclosed |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · derivative · entry 9 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,659 shares Expires 2025-12-09 F7 · price: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. F7 · derivative.exercise_date: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerOption (Right to Buy) · Derivative | 9,184 | Not disclosed Strike: $145.83 | Not disclosed |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · derivative · entry 8 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,184 shares Expires 2024-07-16 F7 · price: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. F7 · derivative.exercise_date: These stock options were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into stock appreciation rights with respect to BD common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerCommon Stock | 11,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 7 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F6 · price: Includes 11,379 shares of restricted stock units acquired through deferral of compensation under Bard's Management Stock Purchase Program ("MSPP"). In accordance with the Merger Agreement (i) each Bard MSPP Unit that by its terms vested and/or became payable at the closing of the Merger was cancelled and converted into, with respect to each share of Bard common stock underlying such Bard MSPP Unit, the right to receive the Merger Consideration; and (ii) each Bard MSPP Unit that did not, by its terms, become payable at the closing of the Merger was assumed and converted in accordance with the exchange ratio set forth in the Merger Agreement into an equivalent adjusted BD MSPP Unit. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerCommon Stock | 8,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 6 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,379 F2 · price: Includes 8,629 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerCommon Stock | 8,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 5 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,008 F5 · price: Includes 8,579 Bard restricted stock units that, upon the closing of the Merger, were assumed by BD and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent adjusted BD restricted stock units. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Disposition to issuerCommon Stock | 225.783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 4 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,587 F4 · price: Includes 225.7830 shares of Bard common stock that, upon the closing of the Merger, were cancelled and converted into the right to receive the Merger Consideration. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 3 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,812.783 F3 · price: Includes 3,796 Bard restricted stock units deemed acquired upon satisfaction of performance goals that were considered achieved upon the closing of the Merger. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 8,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 2 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,016.783 F1 · security: This Form 4 is being filed in connection with the December 29, 2017 closing of the merger (the "Merger") of Lambda Corp. ("Lambda") with and into C. R. Bard, Inc. ("Bard") pursuant to the Agreement and Plan of Merger, dated as of April 23, 2017, among Bard, Becton, Dickinson and Company ("BD") and Lambda. Upon the closing of the Merger, each outstanding share of Bard common stock was converted into the right to receive $222.93 in cash (without interest) and 0.5077 of a share of BD common stock (the "Merger Consideration"). All of the December 29, 2017 transactions reported in this Form 4 occurred simultaneously upon the closing of the Merger. F2 · price: Includes 8,629 shares of Bard common stock deemed acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of Bard (as amended and restated) ("PLTIP"). In accordance with the Merger Agreement, these PLTIP units were cancelled in connection with the Merger and converted in accordance with the exchange ratio set forth in the Merger Agreement into equivalent BD PLTIP units. Read SEC document |
| August 14, 2017 Filed Jan 3, 2018 20:18 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GiftCommon Stock | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000504 · doc4.xml · nonDerivative · entry 1 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,387.783 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 5,827 | $239.60 | $1,396,129.39 |
DisclosureSEC source: 0001225208-17-002839 · doc4.xml · nonDerivative · entry 6 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,331.604 F6 · kind: Sales are pursuant to a previously disclosed 10b5-1 plan. F7 · price: Represents the weighted average sales price for price increments ranging from $239.47 to $239.85. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Tax withholdingCommon Stock | 4,463 | $236.68 | $1,056,302.84 |
DisclosureSEC source: 0001225208-17-002839 · doc4.xml · nonDerivative · entry 5 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,158.604 F5 · kind: Shares withheld to pay taxes upon vesting of performance-based restricted stock units granted under the 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 792 | $164.84 | $130,555.66 |
DisclosureSEC source: 0001225208-17-002839 · doc4.xml · nonDerivative · entry 4 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,621.604 F3 · kind: Restricted stock units acquired through deferral of compensation under the Company's Management Stock Purchase Program. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002839 · doc4.xml · nonDerivative · entry 3 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,829.604 F4 · price: Represents common shares acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated), 50% of which vest immediately and the remaining 50% vest in two equal annual installments on February 8, 2018 and February 8, 2019. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 1,850 | $235.49 | $435,656.50 |
DisclosureSEC source: 0001225208-17-002839 · doc4.xml · nonDerivative · entry 2 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,132.604 F3 · kind: Restricted stock units acquired through deferral of compensation under the Company's Management Stock Purchase Program. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 18:23 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantCommon Stock | 9,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002839 · doc4.xml · nonDerivative · entry 1 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,282.604 F1 · price: Represents common shares acquired upon satisfaction of performance criteria underlying the award of restricted stock units under the 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). F2 · balance_after: Includes 0.385 shares acquired under the Company's Employee Stock Purchase Plan from August 2, 2016 to February 6, 2017. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 15:35 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GrantOption (Right to Buy) · Derivative | 8,149 | $0.00 Strike: $219.56 | $0.00 |
DisclosureSEC source: 0001225208-16-043396 · doc4.xml · derivative · entry 1 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,149 Underlying: Common Stock · 8,149 shares Expires 2026-12-14 F1 · security: Options granted under 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). F2 · derivative.exercise_date: Options vest in four equal annual installments beginning on December 14, 2017. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionOption (Right to Buy) · Derivative | 9,183 | $0.00 Strike: $145.83 | $0.00 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · derivative · entry 7 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,184 Underlying: Common Stock · 9,183 shares Expires 2024-07-16 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. F5 · security: Options granted under 2012 Long Term Incentive Plan of C. R. Bard, Inc. (as Amended and Restated). F6 · derivative.exercise_date: Of this option grant 9,183 options are vested and the remaining options vest in two annual installments beginning on July 16, 2017. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 7,022 | $220.83 | $1,550,683.71 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · nonDerivative · entry 6 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,840.219 F2 · kind: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. F4 · price: Represents the weighted average sales price for price increments ranging from $220.3200 to $221.2271. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | SaleCommon Stock | 2,161 | $221.58 | $478,836.54 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · nonDerivative · entry 5 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,862.219 F2 · kind: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. F3 · price: Represents the weighted average sales price for price increments ranging from $221.4028 to $221.9011. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 4. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | Exercise / conversionCommon Stock | 9,183 | $145.83 | $1,339,156.89 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · nonDerivative · entry 4 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,023.219 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 · kind: Option exercise and sales are pursuant to a previously disclosed 10b5-1 plan. Read SEC document |
| August 24, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GiftCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · nonDerivative · entry 3 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,840.219 Read SEC document |
| August 03, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GiftCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · nonDerivative · entry 2 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,894.219 Read SEC document |
| August 02, 2016 Filed Sep 8, 2016 09:43 UTC | BARD C R INC /NJ/ BCR · Entity 170698 | GiftCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039043 · doc4.xml · nonDerivative · entry 1 Khichi Samrat S. · CIK 0001612227 · Sr. VP, Gen Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,912.219 F1 · balance_after: Includes 127.382 shares acquired under the Company's Employee Stock Purchase Plan from February 6, 2016 to August 1, 2016. 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.