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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 5 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. & Exec. VP   •       •      –    2019-10-29 4 OE $63.05 $1,614,080 D/D 25,600 51,694 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. & Exec. VP   •       •      –    2020-04-21 4 OE $63.05 $1,614,080 D/D 25,600 50,598 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 Controller, Treas. & Exec. VP   •       •      –    2019-04-30 4 OE $63.28 $1,701,662 D/D 26,891 51,323 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 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   •       •      –    2018-08-01 4 S $80.66 $2,177,785 D/D (27,000) 21,531 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   •       •      –    2016-01-28 4 S $79.50 $2,294,370 D/D (28,860) 9,028 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 Sr VP, Comptroller & Treasurer   •       •      –    2019-02-05 4 S $97.60 $2,927,907 D/D (30,000) 21,566 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   •       •      –    2016-08-11 4 S $86.90 $2,826,923 D/D (32,532) 16,775 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   •       •      –    2018-11-13 4 OE $48.17 $1,962,976 D/D 40,751 63,297 0 -

  116  Records found
  1   2   3   4   5     
  Page 5 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