Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Global Mktg Ofr & SEVP Intl | September 30, 2026 | October 03, 2026 |
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 03, 2026 | February 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 | 10,643.446 |
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 368.852 · Balance 10,643.446 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) | 14,908.1129 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,908.1129 F2: Based on a 401(k) plan statement dated 8/31/2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 2024 Trust | 391,151 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 391,151 |
| Common StockSEC Table I · non-derivative | IndirectBy Joint Trust | 190,818 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 190,818 |
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.
EMERSON ELECTRIC CO
Report date February 03, 2026 · Filed February 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,113 |
Reported balance
After 2026-02-03 transaction · row 1
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 1,251 · Balance 15,113 F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| November 28, 2014 Filed Dec 2, 2014 23:03 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 137.0832 | $35.38 | $4,850.00 |
DisclosureSEC source: 0001127602-14-033967 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,659.2937 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 |
| November 26, 2014 Filed Dec 2, 2014 23:03 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 16,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-033967 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 39,538 Read SEC document |
| November 26, 2014 Filed Dec 2, 2014 23:03 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 16,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-033967 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 19, 2014 Filed Nov 20, 2014 22:53 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 12,051 | $35.37 | $426,243.87 |
DisclosureSEC source: 0001127602-14-033036 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,674 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock. Read SEC document |
| October 31, 2014 Filed Nov 4, 2014 21:41 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 235.417 | $34.84 | $8,201.93 |
DisclosureSEC source: 0001127602-14-031078 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,522.2105 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 |
| September 30, 2014 Filed Oct 2, 2014 16:13 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 137.6276 | $35.24 | $4,850.00 |
DisclosureSEC source: 0001127602-14-028947 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,286.7935 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 |
| August 29, 2014 Filed Sep 3, 2014 18:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 129.4108 | $34.96 | $4,524.20 |
DisclosureSEC source: 0001127602-14-027050 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,149.1659 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 |
| July 31, 2014 Filed Aug 4, 2014 20:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 173.5226 | $35.59 | $6,175.67 |
DisclosureSEC source: 0001127602-14-024629 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,019.7551 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 |
| July 30, 2014 Filed Jul 31, 2014 20:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 826 | $0.00 Strike: $24.01 | $0.00 |
DisclosureSEC source: 0001127602-14-024312 · form4.xml · derivative · entry 9 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 826 shares Expires 2015-06-15 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. Read SEC document |
| July 30, 2014 Filed Jul 31, 2014 20:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SSP · Derivative | 1,045 | $0.00 Strike: $23.92 | $0.00 |
DisclosureSEC source: 0001127602-14-024312 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,045 shares Expires 2015-01-30 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. Read SEC document |
| July 30, 2014 Filed Jul 31, 2014 20:56 UTC | AT&T INC. T · Entity 1012 | SaleCommon Stock | 1,836 | $36.30 | $66,653.41 |
DisclosureSEC source: 0001127602-14-024312 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,725 Read SEC document |
| July 30, 2014 Filed Jul 31, 2014 20:56 UTC | AT&T INC. T · Entity 1012 | SaleCommon Stock | 35 | $36.30 | $1,270.50 |
DisclosureSEC source: 0001127602-14-024312 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,561 Read SEC document |
| July 30, 2014 Filed Jul 31, 2014 20:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 826 | $24.01 | $19,832.26 |
DisclosureSEC source: 0001127602-14-024312 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,596 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. Read SEC document |
| July 30, 2014 Filed Jul 31, 2014 20:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,045 | $23.92 | $24,996.40 |
DisclosureSEC source: 0001127602-14-024312 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,770 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. Read SEC document |
| June 30, 2014 Filed Jul 2, 2014 16:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 85.5882 | $35.36 | $3,026.40 |
DisclosureSEC source: 0001127602-14-022294 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,846.2325 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 |
| May 30, 2014 Filed Jun 3, 2014 19:10 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 85.3228 | $35.47 | $3,026.40 |
DisclosureSEC source: 0001127602-14-019653 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,760.6443 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 |
| April 30, 2014 Filed May 2, 2014 20:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 168.6132 | $35.70 | $6,019.49 |
DisclosureSEC source: 0001127602-14-016093 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,675.3215 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 |
| March 31, 2014 Filed Apr 2, 2014 21:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 80.5131 | $35.07 | $2,823.59 |
DisclosureSEC source: 0001127602-14-013714 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,506.7083 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 |
| March 14, 2014 Filed Apr 2, 2014 21:33 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 5,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-013714 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 22,864 Read SEC document |
| March 14, 2014 Filed Apr 2, 2014 21:33 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 5,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-013714 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,725 Read SEC document |
| March 10, 2014 Filed Mar 12, 2014 20:06 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,904.0985 | $32.51 | $126,922.24 |
DisclosureSEC source: 0001127602-14-011288 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,426.1952 F1 · kind: Mandatory tax withholding on distribution from benefit plan. Read SEC document |
| February 28, 2014 Filed Mar 4, 2014 19:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 82.0796 | $31.93 | $2,620.80 |
DisclosureSEC source: 0001127602-14-009874 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 16,281.2937 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 31, 2014 Filed Feb 3, 2014 22:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 298.1775 | $33.32 | $9,935.27 |
DisclosureSEC source: 0001127602-14-004035 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 16,199.2141 F4 · 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 31, 2014 Filed Mar 4, 2014 19:39 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 3,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-009874 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 16,913 Read SEC document |
| January 31, 2014 Filed Mar 4, 2014 19:39 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 3,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-009874 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,725 Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:47 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2014) · Derivative | 23,988 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-004035 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,988 Underlying: Common Stock · 23,988 shares Expires not disclosed F5 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:47 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 6,585.7223 | $33.35 | $219,633.84 |
DisclosureSEC source: 0001127602-14-004035 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,901.0366 F3 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:47 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,479.2777 | $33.35 | $82,683.91 |
DisclosureSEC source: 0001127602-14-004035 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 22,486.7589 F2 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 9,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-004035 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,966.0366 F1 · kind: Distribution of performance shares. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:58 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 4,992 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003479 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,992 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. F2 · derivative.exercise_date: Units vest 1/2 on 01/28/2013 and 1/2 on 01/28/2014. F2 · derivative.expiration_date: Units vest 1/2 on 01/28/2013 and 1/2 on 01/28/2014. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:58 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,471 | $33.70 | $49,572.70 |
DisclosureSEC source: 0001127602-14-003479 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,246 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:58 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 4,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003479 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,717 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. Read SEC document |
| December 31, 2013 Filed Jan 3, 2014 21:52 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 119.454 | $35.16 | $4,200.00 |
DisclosureSEC source: 0001127602-14-000856 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,901.0366 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 |
| November 29, 2013 Filed Dec 3, 2013 22:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 119.2844 | $35.21 | $4,200.00 |
DisclosureSEC source: 0001127602-13-033495 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,781.5826 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 |
| October 31, 2013 Filed Nov 4, 2013 22:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 306.904 | $36.20 | $11,109.92 |
DisclosureSEC source: 0001127602-13-030454 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,662.2982 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 |
| September 30, 2013 Filed Oct 2, 2013 16:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 114.9792 | $33.82 | $3,888.60 |
DisclosureSEC source: 0001127602-13-028300 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,355.3942 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 |
| August 30, 2013 Filed Sep 4, 2013 16:19 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 77.4696 | $33.83 | $2,620.80 |
DisclosureSEC source: 0001127602-13-026529 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,240.415 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 |
| July 31, 2013 Filed Aug 1, 2013 22:19 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 264.3932 | $35.27 | $9,325.15 |
DisclosureSEC source: 0001127602-13-024114 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,162.9454 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 |
| June 28, 2013 Filed Jul 2, 2013 20:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 74.0338 | $35.40 | $2,620.80 |
DisclosureSEC source: 0001127602-13-022030 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,898.5522 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 |
| May 31, 2013 Filed Jun 4, 2013 20:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 74.9014 | $34.99 | $2,620.80 |
DisclosureSEC source: 0001127602-13-019396 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,824.5184 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 |
| May 07, 2013 Filed May 8, 2013 19:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SSP · Derivative | 1,266 | $0.00 Strike: $23.74 | $0.00 |
DisclosureSEC source: 0001127602-13-016113 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,266 shares Expires 2014-05-30 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. Read SEC document |
| May 07, 2013 Filed May 8, 2013 19:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SSP · Derivative | 876 | $0.00 Strike: $26.46 | $0.00 |
DisclosureSEC source: 0001127602-13-016113 · form4.xml · derivative · entry 7 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 876 shares Expires 2014-01-31 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. Read SEC document |
| May 07, 2013 Filed May 8, 2013 19:28 UTC | AT&T INC. T · Entity 1012 | SaleCommon Stock | 2,142 | $37.42 | $80,153.85 |
DisclosureSEC source: 0001127602-13-016113 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,725 Read SEC document |
| May 07, 2013 Filed May 8, 2013 19:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,266 | $23.74 | $30,054.84 |
DisclosureSEC source: 0001127602-13-016113 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,867 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. Read SEC document |
| May 07, 2013 Filed May 8, 2013 19:28 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 876 | $26.46 | $23,178.96 |
DisclosureSEC source: 0001127602-13-016113 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,601 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. Read SEC document |
| April 30, 2013 Filed May 2, 2013 20:30 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 244.2131 | $37.46 | $9,148.22 |
DisclosureSEC source: 0001127602-13-015240 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,749.617 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 |
| March 28, 2013 Filed Apr 1, 2013 20:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 65.0533 | $36.69 | $2,386.81 |
DisclosureSEC source: 0001127602-13-012582 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,505.4039 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 |
| March 14, 2013 Filed Apr 1, 2013 20:57 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 5,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-012582 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 13,392 Read SEC document |
| March 14, 2013 Filed Apr 1, 2013 20:57 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 5,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-012582 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,725 Read SEC document |
| March 11, 2013 Filed Mar 13, 2013 13:55 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,000.8375 | $36.60 | $109,830.65 |
DisclosureSEC source: 0001127602-13-010591 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,440.3506 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 5,835 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. 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.