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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   $3,982,820    

Indirect Value

  $1,357,401      
Total Shares   32,740      
Total Value   $5,340,221      


Procter & Gamble Co
 $3,982,820 Ibotta, Inc.
 $0 Procter & Gamble Co
 $3,982,820 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 4 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 Sr VP, Comptroller & Treasurer   •       •      –    2013-11-20 4 S $84.75 $995,834 D/D (11,750) 7,505 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   •       •      –    2013-12-02 4 D $81.66 $50,466 D/D (618) 6,887 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2014-08-07 4 D $80.60 $4,594 D/D (57) 7,811 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2014-08-07 4 A $0.00 $0 D/D 873 7,868 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   •       •      –    2014-08-21 4 S $83.00 $975,831 D/D (11,757) 7,866 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2014-11-06 4 S $89.00 $476,150 D/D (5,350) 7,866 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   •       •      –    2015-08-06 4 A $0.00 $0 D/D 886 8,935 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2015-08-06 4 D $75.62 $4,310 D/D (57) 8,878 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   •       •      –    2015-08-13 4 S $75.84 $406,480 D/D (5,360) 8,878 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2016-01-28 4 S $79.50 $2,294,370 D/D (28,860) 9,028 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   •       •      –    2016-02-29 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   •       •      –    2016-08-11 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   •       •      –    2016-08-16 4 D $86.16 $5,945 D/D (69) 16,845 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   •       •      –    2017-01-23 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 S $90.63 $2,131,003 D/D (23,512) 17,000 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   •       •      –    2017-08-03 4 A $0.00 $0 D/D 810 17,913 0 -

  115  Records found
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  Page 4 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