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 |
|---|---|---|---|---|---|---|
| February 28, 2013 Filed Mar 4, 2013 21:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 7,578.747 | $35.91 | $272,152.80 |
DisclosureSEC source: 0001127602-13-009021 · 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: 23,276.1881 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 |
| February 07, 2013 Filed Mar 4, 2013 21:00 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 3,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-009021 · 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: 7,557 Read SEC document |
| February 07, 2013 Filed Mar 4, 2013 21:00 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 3,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-009021 · 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 |
| January 31, 2013 Filed Feb 4, 2013 21:58 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2013) · Derivative | 15,809 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003948 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,809 Underlying: Common Stock · 15,809 shares Expires not disclosed F5 · derivative.exercise_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.expiration_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:58 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 8,230.298 | $34.79 | $286,332.07 |
DisclosureSEC source: 0001127602-13-003948 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,697.4411 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:58 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,051.622 | $34.79 | $106,165.93 |
DisclosureSEC source: 0001127602-13-003948 · 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: 23,927.7391 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:58 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 11,281.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003948 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,979.3611 F2 · kind: Distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:58 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 261.5392 | $34.79 | $9,098.95 |
DisclosureSEC source: 0001127602-13-003948 · 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: 15,697.4411 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, 2013 Filed Feb 15, 2013 21:05 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 8,219.5504 | $34.79 | $285,958.16 |
DisclosureSEC source: 0001127602-13-006358 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,697.4411 F3 · kind: Represents performance shares distributed in cash, after taxes. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 15, 2013 21:05 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,062.3696 | $34.79 | $106,539.84 |
DisclosureSEC source: 0001127602-13-006358 · form4a.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: 23,916.9915 F1 · kind: Mandatory tax withholding on distribution of performance shares. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 22:02 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 4,992 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003192 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,992 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, 2013 Filed Jan 30, 2013 22:02 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,435 | $34.13 | $48,976.55 |
DisclosureSEC source: 0001127602-13-003192 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,282 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 22:02 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 4,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003192 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · 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, 2012 Filed Jan 3, 2013 21:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 319.3118 | $33.71 | $10,764.00 |
DisclosureSEC source: 0001127602-13-000758 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · voluntary 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,435.9019 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 30, 2012 Filed Dec 4, 2012 19:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 315.3822 | $34.13 | $10,763.99 |
DisclosureSEC source: 0001127602-12-032692 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · voluntary 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 15,116.5901 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, 2012 Filed Nov 2, 2012 20:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 493.1925 | $34.59 | $17,059.53 |
DisclosureSEC source: 0001127602-12-029631 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · voluntary 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,801.2079 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 28, 2012 Filed Oct 2, 2012 21:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 285.5172 | $37.70 | $10,764.00 |
DisclosureSEC source: 0001127602-12-027931 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · voluntary 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,308.0154 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 31, 2012 Filed Sep 5, 2012 19:51 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 293.7772 | $36.64 | $10,764.00 |
DisclosureSEC source: 0001127602-12-025756 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · voluntary 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,022.4982 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.