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 |
|---|---|---|---|---|---|---|
| March 17, 2025 Filed Mar 18, 2025 21:47 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009846 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 21:40 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,411.43 | $26.22 | $37,007.69 |
DisclosureSEC source: 0001127602-25-009112 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,916.404 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 2,401 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 01:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 170.74 | $27.41 | $4,679.98 |
DisclosureSEC source: 0001127602-25-008098 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,728.829 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 19, 2025 Filed Feb 22, 2025 01:16 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 49,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006290 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 98,273 Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 01:16 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 49,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006290 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 21:44 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,476 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000032604-25-000030 · wk-form4_1738878264.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,862 F1 · kind: Grant to Reporting Person of 1,476 restricted stock units having a fair market value of $128.6800 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,476 restricted stock units having a fair market value of $128.6800 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 328.5368 | $23.73 | $7,796.18 |
DisclosureSEC source: 0001127602-25-002969 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,558.089 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 30, 2025 Filed Feb 4, 2025 00:17 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2025) · Derivative | 58,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-002829 · form4.xml · derivative · entry 9 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,285 Underlying: Common Stock · 58,285 shares Expires not disclosed F7 · 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 2/15/2026, 2/15/2027, and 2/15/2028. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Each performance share is equivalent in value to a share of common stock. F7 · 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 2/15/2026, 2/15/2027, and 2/15/2028. Vesting (but not distribution) is accelerated on retirement eligibility. F7 · 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 2/15/2026, 2/15/2027, and 2/15/2028. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2025 Filed Feb 4, 2025 00:17 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 49,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-002829 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,229.5522 F5 · kind: Reflects transfer of 49,282 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 30, 2025 Filed Feb 4, 2025 00:17 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 95,667.2666 | $24.02 | $2,297,927.74 |
DisclosureSEC source: 0001127602-25-002829 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 60,511.5522 F4 · kind: Represents portion of the performance shares distributed in cash, after taxes. Read SEC document |
| January 30, 2025 Filed Feb 4, 2025 00:17 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 94,043.7534 | $24.02 | $2,258,930.96 |
DisclosureSEC source: 0001127602-25-002829 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 156,178.8188 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 30, 2025 Filed Feb 4, 2025 00:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 238,993.02 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-002829 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 250,222.5722 F1 · kind: Total performance shares distributed. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 30, 2025 Filed Feb 22, 2025 01:14 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 49,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-006287 · form4a.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,229.5521 F3 · kind: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in issuer's shares, after taxes. F4 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 30, 2025 Filed Feb 22, 2025 01:14 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 95,589.2578 | $24.02 | $2,296,053.97 |
DisclosureSEC source: 0001127602-25-006287 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 60,472.5521 F2 · kind: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 30, 2025 Filed Feb 22, 2025 01:14 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 94,160.7623 | $24.02 | $2,261,741.51 |
DisclosureSEC source: 0001127602-25-006287 · form4a.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 156,061.8099 F1 · kind: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 21, 2025 Filed Jan 22, 2025 22:09 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 49,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001749 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 49,030 Read SEC document |
| January 21, 2025 Filed Jan 22, 2025 22:09 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 49,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001749 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2024) · Derivative | 23,932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · derivative · entry 12 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,865 Underlying: Common Stock · 23,932 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. F4 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2023) · Derivative | 20,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · derivative · entry 11 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,559 Underlying: Common Stock · 20,558 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. F3 · 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 1/15/2024, 1/15/2025, and 1/15/2026. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · 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 1/15/2024, 1/15/2025, and 1/15/2026. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · 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 1/15/2024, 1/15/2025, and 1/15/2026. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · 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 1/15/2024, 1/15/2025, and 1/15/2026. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2022) · Derivative | 22,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · derivative · entry 10 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,426 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 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. 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 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. 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 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. 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 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 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 8,429 | $21.80 | $183,752.20 |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · nonDerivative · entry 6 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,030 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 23,932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · nonDerivative · entry 5 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,459 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. One-third of the units vests and distributes on each of 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,523 | $21.80 | $98,601.40 |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,527 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 20,558 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,050 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. One-third of the units vests and distributes on each of 1/15/2024, 1/15/2025, and 1/15/2026. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,934 | $21.80 | $107,561.20 |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,492 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:06 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 22,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001459 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,426 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 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 |
| December 31, 2024 Filed Jan 3, 2025 21:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 329.3808 | $22.77 | $7,500.00 |
DisclosureSEC source: 0001127602-25-000477 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,229.5522 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 |
| November 29, 2024 Filed Dec 4, 2024 01:31 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2024) · Derivative | 2,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028564 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,796 Underlying: Common Stock · 2,782 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_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 1/15/2025,1/15/2026, and 1/15/2027. 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 1/15/2025,1/15/2026, and 1/15/2027. 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 1/15/2025,1/15/2026, and 1/15/2027. 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 01:31 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,782 | $23.16 | $64,431.12 |
DisclosureSEC source: 0001127602-24-028564 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: Mandatory tax withholding on vested restricted stock units. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 01:31 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-028564 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,782 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 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 01:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 323.834 | $23.16 | $7,500.00 |
DisclosureSEC source: 0001127602-24-028564 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,900.1714 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, 2024 Filed Jan 21, 2025 23:25 UTC Amendment | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2024) · Derivative | 2,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001640 · form4a.xml · derivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,797 Underlying: Common Stock · 2,781 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_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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · shares: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on vested restricted stock units. 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 1/15/2025,1/15/2026, and 1/15/2027. 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 1/15/2025,1/15/2026, and 1/15/2027. 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.underlying_shares: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on vested restricted stock units. F1 · balance_after: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on vested restricted stock units. Read SEC document |
| November 29, 2024 Filed Jan 21, 2025 23:25 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,781 | $23.16 | $64,407.96 |
DisclosureSEC source: 0001127602-25-001640 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · kind: Mandatory tax withholding on vested restricted stock units. F1 · shares: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on vested restricted stock units. Read SEC document |
| November 29, 2024 Filed Jan 21, 2025 23:25 UTC Amendment | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-001640 · form4a.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,781 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 · shares: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on vested restricted stock units. 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · balance_after: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on vested restricted stock units. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:13 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 457.3215 | $22.54 | $10,308.03 |
DisclosureSEC source: 0001127602-24-026346 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,576.3374 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, 2024 Filed Oct 2, 2024 20:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 340.9092 | $22.00 | $7,500.00 |
DisclosureSEC source: 0001127602-24-024884 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,119.0159 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, 2024 Filed Sep 4, 2024 21:51 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 376.8844 | $19.90 | $7,500.00 |
DisclosureSEC source: 0001127602-24-023425 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,778.1067 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, 2024 Filed Aug 2, 2024 20:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 517.6719 | $19.25 | $9,965.18 |
DisclosureSEC source: 0001127602-24-021515 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,401.2223 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, 2024 Filed Jul 1, 2024 21:24 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 263.7363 | $19.11 | $5,040.00 |
DisclosureSEC source: 0001127602-24-019624 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,883.5504 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, 2024 Filed Jun 4, 2024 18:59 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 256.8606 | $18.22 | $4,680.00 |
DisclosureSEC source: 0001127602-24-017594 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,619.8141 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, 2024 Filed May 2, 2024 19:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 407.7891 | $16.89 | $6,887.56 |
DisclosureSEC source: 0001127602-24-013861 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,362.9535 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 24, 2024 Filed Apr 25, 2024 20:30 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 32,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013401 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 391,151 Read SEC document |
| April 24, 2024 Filed Apr 25, 2024 20:30 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 32,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013401 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 28, 2024 Filed Apr 2, 2024 20:34 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 265.909 | $17.60 | $4,680.00 |
DisclosureSEC source: 0001127602-24-011838 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofr & SEVP HR&Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,955.1644 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 11, 2024 Filed Mar 13, 2024 21:29 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,749.2148 | $17.18 | $30,051.51 |
DisclosureSEC source: 0001127602-24-010021 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,689.2554 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 2,978 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 276.4322 | $16.93 | $4,680.00 |
DisclosureSEC source: 0001127602-24-008257 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 12,416.4702 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 06, 2024 Filed Feb 8, 2024 21:44 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,867 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002562 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,386 F1 · kind: Grant to Reporting Person of 1,867 restricted stock units having a fair market value of $93.7050 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,867 restricted stock units having a fair market value of $93.7050 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 19:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 447.9677 | $17.69 | $7,924.55 |
DisclosureSEC source: 0001127602-24-003033 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 12,140.038 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 25, 2024 Filed Jan 29, 2024 22:14 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2024) · Derivative | 74,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002486 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,578 Underlying: Common Stock · 74,578 shares Expires not disclosed F7 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F7 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F7 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. F7 · 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 1/15/2025,1/15/2026, and 1/15/2027. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:14 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 29,805 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-002486 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,692.0703 F5 · kind: Reflects transfer of 29,805 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares. F5 · shares: Reflects transfer of 29,805 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. 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.