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 01, 2019 Filed Feb 4, 2019 22:40 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 27,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003832 · form4.xml · nonDerivative · entry 5 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:40 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2019) · Derivative | 28,901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003832 · 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: 28,901 Underlying: Common Stock · 28,901 shares Expires not disclosed F6 · 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. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · 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. F6 · 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. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · 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. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:40 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 17,838.3779 | $30.06 | $536,221.64 |
DisclosureSEC source: 0001127602-19-003832 · 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: 9,533.9511 F5 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:40 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 11,573.6221 | $30.06 | $347,903.08 |
DisclosureSEC source: 0001127602-19-003832 · 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: 27,372.329 F4 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 29,412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003832 · 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: 38,945.9511 F2 · kind: Distribution of performance shares. F3 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 302.7569 | $30.06 | $9,100.87 |
DisclosureSEC source: 0001127602-19-003832 · 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: 9,533.9511 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 29, 2019 Filed Jan 31, 2019 23:49 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2015) · Derivative | 6,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003255 · form4.xml · derivative · entry 9 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,068 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:49 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2015) · Derivative | 31,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003255 · 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: 0 Underlying: Common Stock · 31,857 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:49 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,286 | $30.70 | $70,180.20 |
DisclosureSEC source: 0001127602-19-003255 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,774 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:49 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 6,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003255 · 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: 30,060 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:49 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 7,865 | $30.70 | $241,455.50 |
DisclosureSEC source: 0001127602-19-003255 · 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: 23,992 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:49 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 31,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003255 · 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: 31,857 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:10 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 246.6714 | $28.54 | $7,040.00 |
DisclosureSEC source: 0001127602-19-000830 · 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: 9,231.1942 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, 2018 Filed Dec 4, 2018 21:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 225.352 | $31.24 | $7,040.00 |
DisclosureSEC source: 0001127602-18-035151 · 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: 8,984.5228 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 08, 2018 Filed Dec 4, 2018 21:45 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035151 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 85,056 Read SEC document |
| November 08, 2018 Filed Dec 4, 2018 21:45 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035151 · 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: 0 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 20:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 366.2472 | $30.68 | $11,236.46 |
DisclosureSEC source: 0001127602-18-031932 · 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: 8,759.1708 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 29, 2018 Filed Oct 30, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 878 | $0.00 Strike: $23.22 | $0.00 |
DisclosureSEC source: 0001127602-18-031290 · form4.xml · derivative · entry 9 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 878 shares Expires 2019-02-17 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 |
| October 29, 2018 Filed Oct 30, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 546 | $0.00 Strike: $24.63 | $0.00 |
DisclosureSEC source: 0001127602-18-031290 · 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: 0 Underlying: Common Stock · 546 shares Expires 2019-06-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 771 | $29.09 | $22,428.39 |
DisclosureSEC source: 0001127602-18-031290 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · CEO-AT&T LatAm&GlobalMktgOfcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 878 | $23.22 | $20,387.16 |
DisclosureSEC source: 0001127602-18-031290 · 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: 928 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 |
| October 29, 2018 Filed Oct 30, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 496 | $29.09 | $14,428.64 |
DisclosureSEC source: 0001127602-18-031290 · 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: 50 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 546 | $24.63 | $13,447.98 |
DisclosureSEC source: 0001127602-18-031290 · 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: 546 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 |
| October 02, 2018 Filed Oct 4, 2018 11:49 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000525 · edgar.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F1 · kind: Grant to Reporting Person of 600 shares of restricted stock having a fair market value of $77.71 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d) in connection with annual retainer paid to all non-management directors. F1 · shares: Grant to Reporting Person of 600 shares of restricted stock having a fair market value of $77.71 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d) in connection with annual retainer paid to all non-management directors. F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 209.6486 | $33.58 | $7,040.00 |
DisclosureSEC source: 0001127602-18-029080 · 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: 8,392.9236 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, 2018 Filed Sep 5, 2018 14:01 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 220.4134 | $31.94 | $7,040.00 |
DisclosureSEC source: 0001127602-18-026723 · 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: 8,183.275 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, 2018 Filed Aug 2, 2018 18:25 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 339.4342 | $31.97 | $10,851.71 |
DisclosureSEC source: 0001127602-18-024385 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,962.8616 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 29, 2018 Filed Jul 2, 2018 21:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 219.2464 | $32.11 | $7,040.00 |
DisclosureSEC source: 0001127602-18-022338 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,623.4274 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, 2018 Filed Jun 1, 2018 22:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 137.0099 | $32.32 | $4,428.16 |
DisclosureSEC source: 0001127602-18-019581 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,404.181 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, 2018 Filed May 2, 2018 21:06 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 241.7632 | $32.70 | $7,905.66 |
DisclosureSEC source: 0001127602-18-016020 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,267.1711 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 30, 2018 Filed Apr 2, 2018 21:20 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 123.2248 | $35.65 | $4,392.96 |
DisclosureSEC source: 0001127602-18-013369 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,025.4079 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 14, 2018 Filed Apr 2, 2018 21:20 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013369 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 84,899 Read SEC document |
| March 14, 2018 Filed Apr 2, 2018 21:20 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013369 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 22:23 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 659.7265 | $37.05 | $24,442.87 |
DisclosureSEC source: 0001127602-18-011459 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,902.1831 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 1,122 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 121.0182 | $36.30 | $4,392.96 |
DisclosureSEC source: 0001127602-18-009762 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,683.9096 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 05, 2018 Filed Mar 2, 2018 23:16 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 18,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009762 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 83,777 Read SEC document |
| February 05, 2018 Filed Mar 2, 2018 23:16 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 18,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009762 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:39 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2018) · Derivative | 20,052 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004109 · form4.xml · derivative · entry 7 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,052 Underlying: Restricted Stock Units · 20,052 shares Expires not disclosed F5 · 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 F5 · 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 F5 · 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 F5 · 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 |
| February 01, 2018 Filed Feb 5, 2018 23:39 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 23,691.5578 | $39.16 | $927,761.40 |
DisclosureSEC source: 0001127602-18-004109 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,562.8914 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:39 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 15,371.1922 | $39.16 | $601,935.89 |
DisclosureSEC source: 0001127602-18-004109 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 32,254.4492 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 39,062.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004109 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 47,625.6414 F1 · kind: Distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| February 01, 2018 Filed Feb 23, 2018 17:22 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 23,852.0638 | $39.16 | $934,046.82 |
DisclosureSEC source: 0001127602-18-007923 · form4a.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,562.8914 F5 · kind: Represents performance shares distributed in cash, after taxes. F4 · shares: Amended to reflect actual shares distributed as a result of re-calculation of taxes. Read SEC document |
| February 01, 2018 Filed Feb 23, 2018 17:22 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 15,210.6862 | $39.16 | $595,650.47 |
DisclosureSEC source: 0001127602-18-007923 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 32,414.9552 F3 · kind: Mandatory tax withholding on distribution of performance shares. F4 · shares: Amended to reflect actual shares distributed as a result of re-calculation of taxes. Read SEC document |
| February 01, 2018 Filed Feb 23, 2018 17:22 UTC Amendment | AT&T INC. T · Entity 1012 | GrantCommon Stock | 39,062.75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-007923 · form4a.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 47,625.6414 F1 · kind: Distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 228.5747 | $37.45 | $8,560.12 |
DisclosureSEC source: 0001127602-18-003571 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,562.8914 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, 2018 Filed Feb 1, 2018 23:34 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2014) · Derivative | 23,988 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-003429 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,988 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 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:34 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 5,837 | $37.44 | $218,537.28 |
DisclosureSEC source: 0001127602-18-003429 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,151 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:34 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 23,988 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003429 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,988 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 21:55 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 181.07 | $38.88 | $7,040.00 |
DisclosureSEC source: 0001127602-18-000686 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,334.3167 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, 2017 Filed Dec 4, 2017 21:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 193.5128 | $36.38 | $7,040.00 |
DisclosureSEC source: 0001127602-17-033801 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,153.2467 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.