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Insider Information:   Davis Robert M
Relationship:   Director
City:   Deerfield,
State:   IL
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   487,526    

Indirect Shares

  0      
Direct Value   $52,053,029    

Indirect Value

  $0      
Total Shares   487,526      
Total Value   $52,053,029      


Baxter International Inc
 $5,245,016 Merck & Co Inc
 $45,700,502 Duke Energy Corp
 $1,107,511 Baxter International Inc
 $5,245,016 Merck & Co Inc
 $45,700,502 Duke Energy Corp
 $1,107,511
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Baxter International Inc BAX Corporate Vice President 2014-01-29 128,146 2006-05-17 0    Premium*  
            CR Bard Inc BCR Director 2017-12-29 0 2015-12-09 0    Premium*  
            Merck & Co Inc MRK Chairman, CEO & Presid... 2024-02-14 348,327 2017-02-27 0    Premium*  
            Duke Energy Corp DUK Director 2024-05-09 11,053 2018-01-08 0    Premium*  
* Premium Members only  

Records found :    64         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
DUK Duke Energy Corp Director   –       •      –    2018-01-08 4 A $82.20 $50,549 D/D 615 615 0 -
MRK Merck & Co Inc EVP, Global Svcs & CFO   •       •      –    2019-03-25 4 AS $82.38 $15,863,119 D/D (192,572) 137,660 0 -
MRK Merck & Co Inc EVP, Global Svcs & CFO   •       •      –    2019-06-25 4 AS $85.35 $18,514,032 D/D (216,718) 137,660 0 -
DUK Duke Energy Corp Director   –       •      –    2019-05-02 4 A $89.81 $160,000 D/D 1,782 2,397 0 -
DUK Duke Energy Corp Director   –       •      –    2023-05-04 4 A $98.11 $175,000 D/D 1,784 9,354 0 -
DUK Duke Energy Corp Director   –       •      –    2021-05-06 4 A $100.54 $160,000 D/D 1,591 5,980 0 -
MRK Merck & Co Inc CEO & President   •       •      –    2022-11-09 4 S $101.94 $17,169,840 D/D (167,613) 247,593 0 -
DUK Duke Energy Corp Director   –       •      –    2024-05-09 4 A $103.02 $175,000 D/D 1,699 11,053 0 -
MRK Merck & Co Inc CEO & President   •       •      –    2023-01-23 4 A $109.88 $2,661,733 D/D 24,224 271,817 0 -
DUK Duke Energy Corp Director   –       •      –    2022-05-05 4 A $110.05 $174,980 D/D 1,590 7,570 0 -
MRK Merck & Co Inc Chairman, CEO & President   •       •      –    2023-04-28 4 S $114.93 $16,472,845 D/D (143,329) 271,817 0 -
MRK Merck & Co Inc Chairman, CEO & President   •       •      –    2024-01-22 4 A $119.43 $9,137,589 D/D 76,510 348,327 0 -
MRK Merck & Co Inc Chairman, CEO & President   •       •      –    2024-02-14 4 S $125.40 $10,661,574 D/D (85,021) 348,327 0 -
MRK Merck & Co Inc Chairman, CEO & President   •       •      –    2024-02-13 4 S $125.74 $18,877,424 D/D (150,000) 348,327 0 -

  64  Records found
  1   2   3     
  Page 3 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed