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 |
|---|---|---|---|---|---|---|
| October 31, 2017 Filed Nov 2, 2017 20:30 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 320.4531 | $33.65 | $10,783.25 |
DisclosureSEC source: 0001127602-17-030985 · 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: 7,959.7339 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 29, 2017 Filed Oct 3, 2017 20:42 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 187.899 | $39.17 | $7,360.00 |
DisclosureSEC source: 0001127602-17-028968 · 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: 7,639.2808 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 20:46 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2017) · Derivative | 2,053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028512 · form4.xml · derivative · entry 4 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,961 Underlying: Common Stock · 2,053 shares Expires not disclosed 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 28, 2017 Filed Nov 2, 2017 20:18 UTC Amendment | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2017) · Derivative | 2,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-030965 · form4a.xml · derivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,946 Underlying: Common Stock · 2,038 shares Expires not disclosed 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.underlying_shares: Amended to reflect correct number of restricted stock units granted. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:29 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 170.8488 | $37.46 | $6,400.00 |
DisclosureSEC source: 0001127602-17-026962 · 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: 7,451.3818 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, 2017 Filed Aug 2, 2017 21:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 252.4044 | $39.00 | $9,843.77 |
DisclosureSEC source: 0001127602-17-024790 · 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: 7,280.533 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, 2017 Filed Jul 3, 2017 20:54 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 140.0478 | $37.73 | $5,284.00 |
DisclosureSEC source: 0001127602-17-022551 · 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: 7,028.1286 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, 2017 Filed Jun 2, 2017 19:59 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 103.6492 | $38.53 | $3,993.60 |
DisclosureSEC source: 0001127602-17-020288 · 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: 6,888.0808 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 28, 2017 Filed May 2, 2017 14:54 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 182.4022 | $39.63 | $7,228.60 |
DisclosureSEC source: 0001127602-17-016217 · 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: 6,784.4316 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, 2017 Filed Apr 3, 2017 21:13 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 94.6138 | $41.55 | $3,931.20 |
DisclosureSEC source: 0001127602-17-013592 · 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: 6,602.0294 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 15, 2017 Filed Apr 3, 2017 21:13 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013592 · 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: 65,626 Read SEC document |
| March 15, 2017 Filed Apr 3, 2017 21:13 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013592 · 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, 2017 Filed Mar 10, 2017 22:55 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 616.0713 | $41.94 | $25,838.03 |
DisclosureSEC source: 0001127602-17-011273 · 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: 6,507.4156 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 939 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:24 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 92.577 | $41.79 | $3,868.79 |
DisclosureSEC source: 0001127602-17-009270 · 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: 8,062.4869 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 07, 2017 Filed Mar 1, 2017 21:24 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 11,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009270 · 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: 64,687 Read SEC document |
| February 07, 2017 Filed Mar 1, 2017 21:24 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 11,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009270 · 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 |
| January 31, 2017 Filed Feb 2, 2017 22:50 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2013) · Derivative | 15,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-003717 · 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 · 15,809 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:50 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,365 | $42.16 | $184,028.40 |
DisclosureSEC source: 0001127602-17-003717 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,444 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:50 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 15,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-003717 · 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: 15,809 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 182.2754 | $42.16 | $7,684.73 |
DisclosureSEC source: 0001127602-17-003717 · 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: 7,969.9099 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 26, 2017 Filed Jan 30, 2017 23:20 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2017) · Derivative | 16,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002972 · 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: 16,908 Underlying: Common Stock · 16,908 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:20 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 15,593.3696 | $41.77 | $651,335.05 |
DisclosureSEC source: 0001127602-17-002972 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:20 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 9,833.9104 | $41.77 | $410,762.44 |
DisclosureSEC source: 0001127602-17-002972 · 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: 15,593.3696 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:20 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 25,427.28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002972 · 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: 25,427.28 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 26, 2017 Filed Feb 14, 2017 16:25 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 15,752.9029 | $41.77 | $657,998.75 |
DisclosureSEC source: 0001127602-17-005768 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Represents performance shares distributed in cash, after taxes. F4 · shares: Amended to reflect actual shares distributed in cash as a result of re-calculation of taxes. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 16:25 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 9,674.3771 | $41.77 | $404,098.73 |
DisclosureSEC source: 0001127602-17-005768 · form4a.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,752.9029 F1 · kind: Mandatory tax withholding on distribution of performance shares. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:21 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 145.7796 | $42.53 | $6,200.01 |
DisclosureSEC source: 0001127602-17-000628 · 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: 7,787.6345 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, 2016 Filed Dec 2, 2016 22:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 160.4972 | $38.63 | $6,200.01 |
DisclosureSEC source: 0001127602-16-069024 · 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: 7,641.8549 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, 2016 Filed Nov 2, 2016 21:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 262.7059 | $36.79 | $9,664.95 |
DisclosureSEC source: 0001127602-16-065905 · 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: 7,481.3577 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 07, 2016 Filed Nov 2, 2016 21:26 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065905 · 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: 53,243 Read SEC document |
| October 07, 2016 Filed Nov 2, 2016 21:26 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065905 · 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 |
| September 30, 2016 Filed Oct 4, 2016 21:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 152.6718 | $40.61 | $6,200.00 |
DisclosureSEC source: 0001127602-16-064104 · 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: 7,218.6518 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, 2016 Filed Sep 2, 2016 20:10 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 151.6636 | $40.88 | $6,200.01 |
DisclosureSEC source: 0001127602-16-061795 · 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: 7,065.98 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 11, 2016 Filed Sep 2, 2016 20:10 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061795 · 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: 51,690 Read SEC document |
| August 11, 2016 Filed Sep 2, 2016 20:10 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061795 · 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: 1,553 Read SEC document |
| July 29, 2016 Filed Aug 2, 2016 20:48 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 217.4746 | $43.29 | $9,414.48 |
DisclosureSEC source: 0001127602-16-059298 · 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: 6,914.3164 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 25, 2016 Filed Jul 25, 2016 22:34 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 867 | $0.00 Strike: $40.28 | $0.00 |
DisclosureSEC source: 0001127602-16-058562 · form4.xml · derivative · entry 9 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 867 shares Expires 2017-06-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:34 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 486 | $0.00 Strike: $37.23 | $0.00 |
DisclosureSEC source: 0001127602-16-058562 · form4.xml · derivative · entry 8 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 486 shares Expires 2017-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:34 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 834 | $43.11 | $35,953.74 |
DisclosureSEC source: 0001127602-16-058562 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:34 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 867 | $40.28 | $34,922.76 |
DisclosureSEC source: 0001127602-16-058562 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,458 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:34 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 448 | $43.11 | $19,313.28 |
DisclosureSEC source: 0001127602-16-058562 · 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: 1,591 Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:34 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 486 | $37.23 | $18,093.78 |
DisclosureSEC source: 0001127602-16-058562 · 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: 2,039 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2016 Filed Jul 1, 2016 19:01 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 106.2439 | $43.21 | $4,590.80 |
DisclosureSEC source: 0001127602-16-056834 · 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: 6,696.8418 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, 2016 Filed Jun 2, 2016 19:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 98.82 | $39.15 | $3,868.80 |
DisclosureSEC source: 0001127602-16-054444 · 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: 6,590.5979 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 29, 2016 Filed May 3, 2016 20:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 177.7318 | $38.82 | $6,899.55 |
DisclosureSEC source: 0001127602-16-050773 · 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: 6,491.7779 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, 2016 Filed Apr 4, 2016 19:35 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 94.1496 | $39.17 | $3,687.84 |
DisclosureSEC source: 0001127602-16-048345 · 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: 6,314.0461 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, 2016 Filed Apr 4, 2016 19:35 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-048345 · 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: 51,619 Read SEC document |
| March 14, 2016 Filed Apr 4, 2016 19:35 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-048345 · 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: 1,553 Read SEC document |
| March 09, 2016 Filed Mar 11, 2016 22:15 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 634.1682 | $37.98 | $24,085.71 |
DisclosureSEC source: 0001127602-16-046124 · 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: 6,219.8965 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 966 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 29, 2016 Filed Mar 2, 2016 23:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 94.909 | $36.95 | $3,506.89 |
DisclosureSEC source: 0001127602-16-044611 · 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: 7,820.0647 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.