Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Sr. Exec VP and CFO | September 30, 2026 | October 03, 2026 |
| DAVITA INC.DVA · Entity 3482 | Director | November 15, 2020 | November 18, 2020 |
| Honeywell Aerospace Inc.HONA · Entity 1656 | Director | August 03, 2026 | August 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AT&T INC.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 137,835.372 |
Reported balance
After 2026-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,835.724 · Balance 137,835.372 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 8,274.7789 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,274.7789 F2: Based on a 401(k) plan statement dated 8/31/2026. |
| Common StockSEC Table I · non-derivative | Direct | 724,500 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 724,500 |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 352,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 352,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
F2: Based on a 401(k) plan statement dated 8/31/2026.
DAVITA INC.
Report date November 15, 2020 · Filed November 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,030 |
Reported balance
After 2020-11-15 transaction · row 1
1 source rowRow 1 · 2020-11-15 · Grant · Acquired 430 · Balance 8,030 |
Honeywell Aerospace Inc.
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 572 |
Reported balance
After 2026-08-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 572 · Balance 572 F1: Instrument converts to Issuer's Common Stock on a one-for-one basis. F2: The Restricted Stock Units shall vest on April 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Instrument converts to Issuer's Common Stock on a one-for-one basis.
F2: The Restricted Stock Units shall vest on April 15, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Magallanes, Inc.
Report date April 08, 2022 · Filed April 12, 2022
Section 16 reporting ended · disclosed 2022-04-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-04-08 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-04-08 · Disposition to issuer · Disposed 221,497 · Balance 0 F1: Represents 242,737.371 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by AT&T Inc. ("AT&T") to holders of its common stock for no consideration, which occurred on April 8, 2022 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2: Following the Distribution, each share of the Issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between AT&T, the Issuer, Discovery, Inc. (renamed Warner Bros. Discovery, Inc. ("WBD") in connection with the merger) and Drake Subsidiary, Inc., in exchange for 58,721 shares of WBD common stock, in the aggregate, having a market value of $24.78 per share on April 11, 2022. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-04-08 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-04-08 · Disposition to issuer · Disposed 16,920 · Balance 0 F1: Represents 242,737.371 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by AT&T Inc. ("AT&T") to holders of its common stock for no consideration, which occurred on April 8, 2022 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2: Following the Distribution, each share of the Issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between AT&T, the Issuer, Discovery, Inc. (renamed Warner Bros. Discovery, Inc. ("WBD") in connection with the merger) and Drake Subsidiary, Inc., in exchange for 58,721 shares of WBD common stock, in the aggregate, having a market value of $24.78 per share on April 11, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2022-04-08 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-04-08 · Disposition to issuer · Disposed 4,320.371 · Balance 0 F1: Represents 242,737.371 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by AT&T Inc. ("AT&T") to holders of its common stock for no consideration, which occurred on April 8, 2022 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2: Following the Distribution, each share of the Issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between AT&T, the Issuer, Discovery, Inc. (renamed Warner Bros. Discovery, Inc. ("WBD") in connection with the merger) and Drake Subsidiary, Inc., in exchange for 58,721 shares of WBD common stock, in the aggregate, having a market value of $24.78 per share on April 11, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 242,737.371 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by AT&T Inc. ("AT&T") to holders of its common stock for no consideration, which occurred on April 8, 2022 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution").
F2: Following the Distribution, each share of the Issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between AT&T, the Issuer, Discovery, Inc. (renamed Warner Bros. Discovery, Inc. ("WBD") in connection with the merger) and Drake Subsidiary, Inc., in exchange for 58,721 shares of WBD common stock, in the aggregate, having a market value of $24.78 per share on April 11, 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 16,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 9 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,441 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 2/15/2022, 2/15/2023, and 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 5,316 | $24.34 | $129,391.44 |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 8 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,159 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 21,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 7 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,475 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute 21,241 on 2/15/2022 and 2/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 435 | $24.34 | $10,587.90 |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 6 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,234 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,978 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 5 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,669 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 399 | $24.34 | $9,711.66 |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 4 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,691 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 3 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,090 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,065 | $24.34 | $74,602.10 |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 2 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,009 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:20 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 8,286 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005542 · form4.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,074 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 22:07 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,556.3726 | $25.50 | $39,687.50 |
DisclosureSEC source: 0001127602-22-002991 · form4.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,556.3726 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:33 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2022) · Derivative | 77,736 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002607 · form4.xml · derivative · entry 3 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,736 Underlying: Common Stock · 77,736 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vests and distributes on each of 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vests and distributes on each of 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vests and distributes on each of 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vests and distributes on each of 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 14, 2022 Filed Jan 20, 2022 01:25 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2021) · Derivative | 16,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-002526 · doc4.xml · derivative · entry 4 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,676 Underlying: Common Stock · 16,838 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2022, 1/15/2023 and 1/15/2024, Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2022, 1/15/2023 and 1/15/2024, Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2022, 1/15/2023 and 1/15/2024, Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2022, 1/15/2023 and 1/15/2024, Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 14, 2022 Filed Jan 20, 2022 01:25 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,705 | $27.18 | $100,701.90 |
DisclosureSEC source: 0000899243-22-002526 · doc4.xml · nonDerivative · entry 2 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,788 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 14, 2022 Filed Jan 20, 2022 01:25 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 16,838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-002526 · doc4.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,493 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 1/15/2022, 1/15/2023 and 1/15/2024, Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 00:39 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2021) · Derivative | 1,569 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030163 · form4.xml · derivative · entry 4 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,514 Underlying: Common Stock · 1,569 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 2/15/2022, 2/15/2023, and 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 2/15/2022, 2/15/2023, and 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 2/15/2022, 2/15/2023, and 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 2/15/2022, 2/15/2023, and 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 00:39 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,569 | $22.83 | $35,820.27 |
DisclosureSEC source: 0001127602-21-030163 · form4.xml · nonDerivative · entry 2 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,655 F2 · kind: Mandatory tax withholding on vested Restricted Stock Units. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 00:39 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,569 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030163 · form4.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,224 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. One-third of the units vest and distribute on each of 2/15/2022, 2/15/2023, and 2/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 18:15 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2017) · Derivative | 1,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-022204 · form4.xml · derivative · entry 4 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,081 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute on 7/15/2021. F1 · price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute on 7/15/2021. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute on 7/15/2021. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute on 7/15/2021. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 18:15 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 237 | $28.43 | $6,737.91 |
DisclosureSEC source: 0001127602-21-022204 · form4.xml · nonDerivative · entry 2 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,655 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 18:15 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-022204 · form4.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,892 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute on 7/15/2021. Read SEC document |
| May 20, 2021 Filed May 21, 2021 21:12 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 99 | $29.60 | $2,929.91 |
DisclosureSEC source: 0001127602-21-017801 · form4.xml · nonDerivative · entry 5 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,811 Read SEC document |
| May 20, 2021 Filed May 21, 2021 21:12 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 59 | $29.59 | $1,745.81 |
DisclosureSEC source: 0001127602-21-017801 · form4.xml · nonDerivative · entry 4 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,712 Read SEC document |
| May 20, 2021 Filed May 21, 2021 21:12 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 16,762 | $29.60 | $496,155.20 |
DisclosureSEC source: 0001127602-21-017801 · form4.xml · nonDerivative · entry 3 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,653 Read SEC document |
| May 19, 2021 Filed May 21, 2021 21:12 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 20 | $29.05 | $581.00 |
DisclosureSEC source: 0001127602-21-017801 · form4.xml · nonDerivative · entry 2 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,891 Read SEC document |
| May 19, 2021 Filed May 21, 2021 21:12 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 3,036 | $29.06 | $88,217.05 |
DisclosureSEC source: 0001127602-21-017801 · form4.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Sr. Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,871 Read SEC document |
| November 15, 2020 Filed Nov 18, 2020 02:13 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000241 · wf-form4_160566561814231.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,030 Read SEC document |
| August 15, 2020 Filed Aug 18, 2020 22:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000189 · wf-form4_159778891389454.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:16 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 599 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000099 · wf-form4_158993738065746.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,022 Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:53 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000041 · wf-form4_158448918445785.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,423 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 23:23 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 671 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000187 · wf-form4_157420577499395.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,798 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 22:20 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000153 · wf-form4_156599398721427.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,127 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000075 · wf-form4_155813543357365.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,313 Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 00:28 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000039 · wf-form4_155433769905129.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,367 Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000014 · wf-form4_154656089294801.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,930 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 17:57 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000182 · wf-form4_153850302371157.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,468 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:59 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000153 · wf-form4_153066233511176.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,136 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:06 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000093 · wf-form4_152659836879937.xml · derivative · entry 2 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2023-05-15 Read SEC document |
| March 31, 2018 Filed Apr 4, 2018 01:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 360 | $65.94 | $23,738.40 |
DisclosureSEC source: 0000927066-18-000048 · wf-form4_152280690968131.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794 Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 00:52 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 329 | $72.25 | $23,770.25 |
DisclosureSEC source: 0000927066-18-000015 · wf-form4_151502714762097.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 16:23 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000070 · wf-form4_150704781059584.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,105 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:45 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000044 · wf-form4_149929834540459.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 22:31 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,178 | $0.00 Strike: $13.23 | $0.00 |
DisclosureSEC source: 0000927066-17-000022 · wf-form4_149799789064718.xml · derivative · entry 2 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Underlying: Common Stock · 7,178 shares Expires 2022-06-16 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:39 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005684 · edgar.xml · nonDerivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338 Read SEC document |
| January 05, 2017 Filed Jan 11, 2017 18:16 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 2,646 | $0.00 Strike: $65.71 | $0.00 |
DisclosureSEC source: 0001179110-17-000885 · edgar.xml · derivative · entry 1 Desroches Pascal · CIK 0001423061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,646 Underlying: Common Stock · 2,646 shares Expires 2022-01-05 F1 · shares: Reflects compensation due as of the reporting person's first day of service, 01/05/2017. F2 · derivative.exercise_date: The Stock Appreciation Rights were granted on 01/05/2017 and will vest 100% on 06/20/2017. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.