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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   $4,017,738    

Indirect Value

  $1,369,302      
Total Shares   32,740      
Total Value   $5,387,040      


Procter & Gamble Co
 $4,017,738 Ibotta, Inc.
 $0 Procter & Gamble Co
 $4,017,738 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
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-12-15 4 D $136.85 $12,935 D/D (95) 26,106 0 -
SOVO Sovos Brands, Inc.   –       •      –    2024-03-12 4 D $0.00 $0 D/D (21,642) 0 0 -
PG Procter & Gamble Co ComptrollerOfficer   •       –      –    2005-08-01 3 IO $0.00 $0 D/D 0 10,118 -
PG Procter & Gamble Co ComptrollerOfficer   •       –      –    2005-08-01 3 IO $0.00 $0 I/I 0 5,278 -
SOVO Sovos Brands, Inc. Director   –       •      –    2021-09-23 3 IO $0.00 $0 D/D 0 8,333 -
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   •       –      –    2007-02-13 4 OE $29.88 $83,177 D/D 2,784 13,570 0 -
PG Procter & Gamble Co Comptroller   •       –      –    2008-02-04 4 OE $41.97 $148,165 D/D 3,530 14,850 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 Vice Pres and Comptroller   •       •      –    2012-08-30 4 OE $44.27 $758,566 D/D 15,023 8,306 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   •       •      –    2013-11-20 4 OE $53.60 $629,741 D/D 11,750 19,255 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   •       •      –    2014-11-06 4 OE $31.01 $165,913 D/D 5,350 13,216 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 Sr VP, Comptroller & Treasurer   •       •      –    2016-01-28 4 OE $60.50 $1,746,030 D/D 28,860 37,888 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2016-08-11 4 OE $34.57 $1,729,334 D/D 32,532 49,307 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 OE $63.49 $1,327,576 D/D 20,910 37,835 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-02-17 4 OE $66.18 $1,556,024 D/D 23,512 40,512 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2017-08-22 4 OE $66.18 $1,556,024 D/D 23,512 41,436 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2018-08-01 4 OE $48.17 $1,300,590 D/D 27,000 48,531 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2018-11-13 4 OE $48.17 $1,962,976 D/D 40,751 63,297 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2019-02-05 4 OE $63.28 $1,898,400 D/D 30,000 51,566 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-04-30 4 OE $63.28 $1,701,662 D/D 26,891 51,323 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