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Insider Information:   Sheppard Valarie L
Relationship:  
City:   Cincinnati
State:   OH
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   24,418    

Indirect Shares

  8,322      
Direct Value   $4,020,424    

Indirect Value

  $1,370,217      
Total Shares   32,740      
Total Value   $5,390,641      


Procter & Gamble Co
 $4,020,424 Ibotta, Inc.
 $0 Procter & Gamble Co
 $4,020,424 Ibotta, Inc.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    7    

     Stock price went up :

    0   
    4    
     Stock price went down :
    0   
    3    
   
     Gain/Loss Ratio :
   0.0   
   1.3   
     Percentage Gain/Loss :
     0.0%
 32.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Procter & Gamble Co PG Controller, Treas. & G... 2021-02-26 24,418 2021-02-26 8,322    Premium*  
            Anixter International Inc AXE Director 2020-06-22 0 2015-10-01 0    Premium*  
            Sovos Brands, Inc. SOVO 2024-03-12 0 0    Premium*  
* Premium Members only  

Records found :    115         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
AXE Anixter International Inc Director   –       •      –    2019-04-01 4 A $0.00 $0 D/D 958 11,675 0 -
PG Procter & Gamble Co Comptroller   •       –      –    2006-02-14 4 OE $20.30 $27,806 D/D 1,370 11,738 0 -
PG Procter & Gamble Co Comptroller   •       –      –    2008-08-07 4 A $0.00 $0 D/D 657 11,999 0 -
AXE Anixter International Inc Director   –       •      –    2019-07-01 4 A $0.00 $0 D/D 902 12,577 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2014-11-06 4 OE $31.01 $165,913 D/D 5,350 13,216 0 -
AXE Anixter International Inc Director   –       •      –    2019-10-01 4 A $0.00 $0 D/D 778 13,355 0 -
PG Procter & Gamble Co Comptroller   •       –      –    2007-02-13 4 OE $29.88 $83,177 D/D 2,784 13,570 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2015-08-13 4 OE $31.01 $166,223 D/D 5,360 14,238 0 -
PG Procter & Gamble Co Comptroller   •       –      –    2008-02-04 4 OE $41.97 $148,165 D/D 3,530 14,850 0 -
SOVO Sovos Brands, Inc.   –       •      –    2022-06-09 4 A $0.00 $0 D/D 6,896 15,229 0 -
PG Procter & Gamble Co Sr Vice Pres and Comptroller   •       –      –    2012-02-28 4 OE $45.66 $475,229 D/D 10,408 15,609 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2016-02-29 4 A $0.00 $0 D/D 7,598 16,700 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2016-08-11 4 S $86.90 $2,826,923 D/D (32,532) 16,775 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2016-08-16 4 D $86.16 $5,945 D/D (69) 16,845 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2016-08-16 4 OE $86.16 $5,945 D/D 69 16,914 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-01-23 4 S $87.00 $1,819,170 D/D (20,910) 16,925 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-02-17 4 S $90.63 $2,131,003 D/D (23,512) 17,000 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-08-07 4 D $91.29 $6,025 D/D (66) 17,847 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-08-03 4 A $0.00 $0 D/D 810 17,913 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2013-11-20 4 OE $53.60 $629,741 D/D 11,750 19,255 0 -
PG Procter & Gamble Co Sr Vice Pres and Comptroller   •       •      –    2013-02-01 4 OE $49.48 $911,045 D/D 17,901 19,511 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2014-08-21 4 OE $53.60 $630,116 D/D 11,757 19,623 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2019-02-05 4 S $97.40 $99,936 D/D (1,026) 20,540 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-08-22 4 S $92.65 $1,869,307 D/D (20,175) 21,261 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2018-08-01 4 S $80.66 $2,177,785 D/D (27,000) 21,531 0 -

  115  Records found
  1   2   3  4   5      
  Page 3 of 5  
 
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