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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   •       •      –    2018-11-29 4 S $92.96 $99,932 D/D (1,075) 21,566 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2019-02-05 4 S $97.60 $2,927,907 D/D (30,000) 21,566 0 -
SOVO Sovos Brands, Inc.   –       •      –    2023-06-07 4 A $0.00 $0 D/D 6,413 21,642 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2018-08-06 4 D $81.41 $4,885 D/D (60) 22,446 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2018-08-02 4 A $0.00 $0 D/D 975 22,506 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2018-11-13 4 S $91.93 $3,746,239 D/D (40,751) 22,546 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-08-25 4 S $138.26 $648,272 D/D (4,688) 23,397 0 %
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2021-02-26 4 S $125.77 $227,772 D/D (1,811) 24,418 0 %
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2019-02-22 4 S $100.12 $123,748 D/D (1,236) 24,432 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-04-30 4 S $106.32 $2,859,008 D/D (26,891) 24,432 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-07-31 4 S $120.20 $2,043,383 D/D (17,000) 24,556 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-08-12 4 S $134.98 $164,817 D/D (1,221) 24,683 0 %
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-11-20 4 D $121.95 $76,098 D/D (624) 24,888 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2020-04-21 4 S $119.50 $3,059,200 D/D (25,600) 24,998 0 %
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-07-31 4 S $130.00 $1,924,000 D/D (14,800) 25,129 0 %
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-08-01 4 A $0.00 $0 D/D 728 25,284 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-10-29 4 S $124.06 $3,262,567 D/D (26,297) 25,397 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2019-02-12 4 A $0.00 $0 D/D 5,038 25,578 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-08-06 4 A $0.00 $0 D/D 775 25,904 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-10-01 4 A $0.00 $0 D/D 2,694 26,091 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-08-27 4 S $120.36 $151,532 D/D (1,259) 26,094 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-12-15 4 D $136.85 $12,935 D/D (95) 26,106 0 -
PG Procter & Gamble Co Controller, Treas. & Exec. VP   •       •      –    2019-08-20 4 S $119.80 $207,138 D/D (1,729) 27,353 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-08-19 4 S $135.92 $951 D/D (7) 28,085 0 %
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-08-18 4 S $136.53 $397,976 D/D (2,915) 28,092 0 %

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