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Insider Information:   Sheppard Valarie L
Relationship:   Director
City:   Cincinnati
State:   OH
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   24,764    

Indirect Shares

  8,322      
Direct Value   $4,096,134    

Indirect Value

  $1,388,026      
Total Shares   33,086      
Total Value   $5,484,160      


Procter & Gamble Co
 $4,072,678 Ibotta, Inc.
 $0 McCormick & Co Inc
 $23,455 Procter & Gamble Co
 $4,072,678 Ibotta, Inc.
 $0 McCormick & Co Inc
 $23,455
 


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*  
            McCormick & Co Inc MKC Director 2024-06-03 346 2024-06-03 0    Premium*  
* Premium Members only  

Records found :    116         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 Vice Pres and Comptroller   •       –      –    2012-02-28 4 S $67.16 $698,964 D/D (10,408) 5,201 0 -
PG Procter & Gamble Co Sr Vice Pres and Comptroller   •       –      –    2012-02-29 4 D $67.38 $716,000 I/I (10,626) 908 0 -
PG Procter & Gamble Co Controller, Treas. & Group VP   •       •      –    2020-07-31 4 OE $67.52 $999,296 D/D 14,800 39,929 0 -
MKC McCormick & Co Inc Director   –       •      –    2024-06-03 4 A $72.27 $25,005 D/D 346 346 0 -
PG Procter & Gamble Co Sr Vice Pres and Comptroller   •       •      –    2013-02-01 4 S $75.31 $1,348,124 D/D (17,901) 6,424 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 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   •       •      –    2014-08-07 4 D $80.60 $4,594 D/D (57) 7,811 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 -
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   •       •      –    2013-12-02 4 D $81.66 $50,466 D/D (618) 6,887 0 -
PG Procter & Gamble Co Sr VP, Comptroller & Treasurer   •       •      –    2014-08-21 4 S $83.00 $975,831 D/D (11,757) 7,866 0 -
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   •       •      –    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   •       •      –    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   •       •      –    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   •       •      –    2014-11-06 4 S $89.00 $476,150 D/D (5,350) 7,866 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   •       •      –    2018-11-13 4 S $91.93 $3,746,239 D/D (40,751) 22,546 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   •       •      –    2018-11-29 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 $97.40 $99,936 D/D (1,026) 20,540 0 -

  116  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