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 |
|---|---|---|---|---|---|---|
| January 13, 2023 Filed Jan 19, 2023 00:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 7,778 | $19.55 | $152,059.90 |
DisclosureSEC source: 0001127602-23-001689 · form4.xml · nonDerivative · entry 6 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,540 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. F1 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 22,424 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-001689 · form4.xml · nonDerivative · entry 5 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,318 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 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 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,011 | $19.55 | $58,865.05 |
DisclosureSEC source: 0001127602-23-001689 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,894 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. F1 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. F1 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 13,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-001689 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,905 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: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. 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 1/15/2022, 1/15/2023, and 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 7,470 | $19.55 | $146,038.50 |
DisclosureSEC source: 0001127602-23-001689 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,223 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. F1 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. F1 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 33,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-001689 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,693 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: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. F2 · 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 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive plan. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 20:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 407.3874 | $18.41 | $7,500.00 |
DisclosureSEC source: 0001127602-23-000387 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,695.6946 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, 2022 Filed Dec 2, 2022 20:10 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2022) · Derivative | 2,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-026726 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,276 Underlying: Common Stock · 2,606 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 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. 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 1/15/2023, 1/15/2024, and 1/15/2025. 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 1/15/2023, 1/15/2024, and 1/15/2025. 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 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.underlying_shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. F2 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 20:10 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,606 | $19.28 | $50,243.68 |
DisclosureSEC source: 0001127602-22-026726 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,741 F4 · kind: Mandatory tax withholding on vested Restricted Stock Units. F2 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. F2 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 20:10 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026726 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,347 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 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. 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 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the 2018 Incentive Plan. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 20:10 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 389.004 | $19.28 | $7,500.00 |
DisclosureSEC source: 0001127602-22-026726 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,288.3072 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, 2022 Filed Nov 2, 2022 18:44 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 553.6705 | $18.23 | $10,093.41 |
DisclosureSEC source: 0001127602-22-024720 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,899.3032 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, 2022 Filed Oct 4, 2022 19:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 488.918 | $15.34 | $7,500.00 |
DisclosureSEC source: 0001127602-22-023421 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,345.6327 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, 2022 Filed Sep 2, 2022 18:52 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 427.594 | $17.54 | $7,500.00 |
DisclosureSEC source: 0001127602-22-021984 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,856.7147 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 29, 2022 Filed Aug 2, 2022 22:30 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 516.2843 | $18.78 | $9,695.82 |
DisclosureSEC source: 0001127602-22-020263 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,429.1207 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 30, 2022 Filed Jul 5, 2022 21:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 332.061 | $20.96 | $6,960.00 |
DisclosureSEC source: 0001127602-22-018769 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,912.8364 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, 2022 Filed Jun 2, 2022 23:07 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,588.387 | $21.29 | $33,816.76 |
DisclosureSEC source: 0001127602-22-016488 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,580.7754 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. F2 · shares: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the plan. F2 · balance_after: Reflects an anti-dilution adjustment made in connection with the WarnerMedia/Discovery transaction pursuant to the terms of the plan. Read SEC document |
| April 29, 2022 Filed May 3, 2022 22:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 248.1444 | $18.86 | $4,680.00 |
DisclosureSEC source: 0001127602-22-013091 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,992.3884 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, 2022 Filed Apr 4, 2022 18:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 198.0534 | $23.63 | $4,680.00 |
DisclosureSEC source: 0001127602-22-011066 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,744.244 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, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 8 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| March 11, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 7 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 295,909 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 14:45 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,086.2634 | $23.26 | $25,266.49 |
DisclosureSEC source: 0001127602-22-009050 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,546.1906 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 1,849 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 15:44 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 197.5518 | $23.69 | $4,680.00 |
DisclosureSEC source: 0001127602-22-007526 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,481.454 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 15, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 16,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 6 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| February 15, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 16,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 5 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 295,909 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 20:56 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,905 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-22-000052 · edgar.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,586 F1 · kind: Grant to Reporting Person of 1,905 shares of restricted stock having a fair market value of $91.83 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,905 shares of restricted stock having a fair market value of $91.83 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| February 01, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 15,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| February 01, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 15,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 295,909 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 22:10 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 345.4124 | $25.50 | $8,808.02 |
DisclosureSEC source: 0001127602-22-002998 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,283.9022 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 28, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 8,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| January 28, 2022 Filed Feb 14, 2024 22:44 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 8,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005078 · form5.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Global Mktg Ofcr & SEVP Intl 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Trust Disclosed balance after: 295,909 F1 · kind: The transaction code should read "G5." F2 · balance_after: Reflects ownership as of 12/31/2023. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2018) · Derivative | 19,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002609 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,305 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 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:41 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,248 | $24.12 | $102,461.76 |
DisclosureSEC source: 0001127602-22-002609 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,802 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 19,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002609 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,050 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. F1 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:51 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2022) · Derivative | 57,266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002615 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,266 Underlying: Common Stock · 57,266 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 1/15/2023, 1/15/2024, and 1/15/2025. 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 1/15/2023, 1/15/2024, and 1/15/2025. 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 1/15/2023, 1/15/2024, and 1/15/2025. 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 1/15/2023, 1/15/2024, and 1/15/2025. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:51 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 16,714 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002615 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,938.4898 F5 · kind: Reflects transfer of 16,714 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 27, 2022 Filed Jan 31, 2022 23:51 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 32,446.0339 | $24.12 | $782,598.34 |
DisclosureSEC source: 0001127602-22-002615 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,652.4898 F4 · kind: Represents portion of the performance shares distributed in cash, after taxes. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:51 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 28,871.7661 | $24.12 | $696,387.00 |
DisclosureSEC source: 0001127602-22-002615 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 57,098.5237 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 23:51 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 78,031.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-002615 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 85,970.2898 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 27, 2022 Filed Feb 17, 2022 22:39 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 16,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-005527 · form4a.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,938.4898 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 27, 2022 Filed Feb 17, 2022 22:39 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 31,236.2863 | $24.12 | $753,419.23 |
DisclosureSEC source: 0001127602-22-005527 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,028.4898 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 27, 2022 Filed Feb 17, 2022 22:39 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 30,705.5137 | $24.12 | $740,616.99 |
DisclosureSEC source: 0001127602-22-005527 · form4a.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 55,264.7761 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 14, 2022 Filed Jan 20, 2022 01:38 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2021) · Derivative | 11,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-002541 · doc4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,424 Underlying: Common Stock · 11,212 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 1/15/2022, 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 vests and distributes 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 vests and distributes 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 vests and distributes 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 01:38 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,467 | $27.18 | $67,053.06 |
DisclosureSEC source: 0000899243-22-002541 · doc4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,745 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 14, 2022 Filed Jan 20, 2022 01:38 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 11,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-002541 · doc4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,212 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 1/15/2022, 1/15/2023, and 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 20:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 304.878 | $24.60 | $7,500.00 |
DisclosureSEC source: 0001127602-22-000363 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,938.4898 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, 2021 Filed Dec 3, 2021 01:13 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2021) · Derivative | 1,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030165 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,636 Underlying: Common Stock · 1,303 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 1/15/2022, 1/15/2023, and 1/15/2024. 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 1/15/2022, 1/15/2023, and 1/15/2024. 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 1/15/2022, 1/15/2023, and 1/15/2024. 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 1/15/2022, 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 01:13 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,303 | $22.83 | $29,747.49 |
DisclosureSEC source: 0001127602-21-030165 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Mandatory tax withholding on vested Restricted Stock Units. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 01:13 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030165 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 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 1/15/2022, 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 01:13 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 328.5152 | $22.83 | $7,500.00 |
DisclosureSEC source: 0001127602-21-030165 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,633.6118 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.