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 29, 2016 Filed Feb 2, 2016 22:36 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 4,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-039157 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 50,653 Read SEC document |
| January 29, 2016 Filed Feb 2, 2016 22:36 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 4,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-039157 · 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: 1,553 Read SEC document |
| January 29, 2016 Filed Feb 2, 2016 22:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 197.4534 | $36.06 | $7,120.17 |
DisclosureSEC source: 0001127602-16-039157 · 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: 7,725.1557 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, 2016 Filed Feb 1, 2016 21:38 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2016) · Derivative | 38,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038742 · 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: 38,700 Underlying: Common Stock · 38,700 shares Expires not disclosed F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:38 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 9,417.8956 | $35.53 | $334,617.83 |
DisclosureSEC source: 0001127602-16-038742 · 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: 6,210 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:38 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,545.4844 | $35.53 | $125,971.06 |
DisclosureSEC source: 0001127602-16-038742 · 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: 15,627.8956 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 12,963.38 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038742 · 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: 19,173.38 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 28, 2016 Filed Feb 19, 2016 17:38 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 9,417.8956 | $35.53 | $334,617.83 |
DisclosureSEC source: 0001127602-16-042355 · 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: 7,527.7023 F5 · kind: Represents performance shares distributed in cash, after taxes. F3 · ownership.direct: Amended to reflect indirect ownership by Benefit Plan. Read SEC document |
| January 28, 2016 Filed Feb 19, 2016 17:38 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,545.4844 | $35.53 | $125,971.06 |
DisclosureSEC source: 0001127602-16-042355 · 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: 16,945.5979 F4 · kind: Mandatory tax withholding on distribution of performance shares. F3 · ownership.direct: Amended to reflect indirect ownership by Benefit Plan. Read SEC document |
| January 28, 2016 Filed Feb 19, 2016 17:38 UTC Amendment | AT&T INC. T · Entity 1012 | GrantCommon Stock | 12,963.38 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-042355 · 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: 20,491.0823 F1 · kind: Distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. F3 · ownership.direct: Amended to reflect indirect ownership by Benefit Plan. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:29 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2012) · Derivative | 8,659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038268 · 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 · 8,659 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 1/26/2016. 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 1/26/2016. 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 1/26/2016. 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 1/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:29 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,449 | $35.40 | $86,694.60 |
DisclosureSEC source: 0001127602-16-038268 · 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: 6,210 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:29 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 8,659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038268 · 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: 8,659 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 1/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 22:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 163.3246 | $34.41 | $5,620.00 |
DisclosureSEC source: 0001127602-16-035993 · 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: 7,527.7023 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, 2015 Filed Dec 2, 2015 20:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 166.914 | $33.67 | $5,619.99 |
DisclosureSEC source: 0001127602-15-032962 · 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: 7,364.3777 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 06, 2015 Filed Dec 2, 2015 20:16 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-032962 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr.EVP & Global Mktg. Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 45,996 Read SEC document |
| October 30, 2015 Filed Nov 3, 2015 23:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 264.9444 | $33.51 | $8,878.29 |
DisclosureSEC source: 0001127602-15-030215 · 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: 7,197.4637 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, 2015 Filed Oct 2, 2015 19:41 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 172.4984 | $32.58 | $5,620.00 |
DisclosureSEC source: 0001127602-15-028279 · 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: 6,932.5193 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, 2015 Filed Sep 2, 2015 20:07 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 169.2772 | $33.20 | $5,620.00 |
DisclosureSEC source: 0001127602-15-026468 · 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: 6,760.0209 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, 2015 Filed Sep 2, 2015 20:07 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026468 · 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: 47,496 Read SEC document |
| August 11, 2015 Filed Sep 2, 2015 20:07 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026468 · 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 |
| July 31, 2015 Filed Aug 4, 2015 21:42 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 222.978 | $34.74 | $7,746.26 |
DisclosureSEC source: 0001127602-15-024153 · 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: 6,590.7437 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 28, 2015 Filed Jul 29, 2015 14:13 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 722 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001127602-15-023592 · 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 · 722 shares Expires 2016-06-15 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 28, 2015 Filed Jul 29, 2015 14:13 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 658 | $0.00 Strike: $28.32 | $0.00 |
DisclosureSEC source: 0001127602-15-023592 · 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 · 658 shares Expires 2016-02-15 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 28, 2015 Filed Jul 29, 2015 14:13 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 642 | $34.32 | $22,033.44 |
DisclosureSEC source: 0001127602-15-023592 · 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: 146 Read SEC document |
| July 28, 2015 Filed Jul 29, 2015 14:13 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 722 | $27.73 | $20,021.06 |
DisclosureSEC source: 0001127602-15-023592 · 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: 788 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 28, 2015 Filed Jul 29, 2015 14:13 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 592 | $34.32 | $20,317.44 |
DisclosureSEC source: 0001127602-15-023592 · 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: 66 Read SEC document |
| July 28, 2015 Filed Jul 29, 2015 14:13 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 658 | $28.32 | $18,634.56 |
DisclosureSEC source: 0001127602-15-023592 · 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: 658 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, 2015 Filed Jul 2, 2015 19:51 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 98.7296 | $35.52 | $3,506.88 |
DisclosureSEC source: 0001127602-15-022229 · 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: 6,367.7657 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 29, 2015 Filed Jun 2, 2015 17:55 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 101.531 | $34.54 | $3,506.88 |
DisclosureSEC source: 0001127602-15-019370 · 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: 6,269.0361 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, 2015 Filed May 4, 2015 21:01 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 180.0445 | $34.64 | $6,236.74 |
DisclosureSEC source: 0001127602-15-016079 · 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: 6,167.5051 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, 2015 Filed Apr 2, 2015 18:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 97.4702 | $32.65 | $3,182.40 |
DisclosureSEC source: 0001127602-15-013437 · 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: 5,987.4606 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 26, 2015 Filed Mar 30, 2015 21:58 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2015) · Derivative | 6,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-012792 · form4.xml · derivative · entry 5 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,068 Underlying: Common Stock · 6,068 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · 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. F2 · 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 |
| March 16, 2015 Filed Apr 2, 2015 18:39 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-013437 · 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: 47,350 Read SEC document |
| March 16, 2015 Filed Apr 2, 2015 18:39 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-013437 · 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, 2015 Filed Mar 11, 2015 19:38 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 874.6062 | $33.35 | $29,168.12 |
DisclosureSEC source: 0001127602-15-011026 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,889.9904 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 1,330 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 21:25 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 87.5694 | $34.56 | $3,026.40 |
DisclosureSEC source: 0001127602-15-009564 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,094.5966 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, 2015 Filed Feb 3, 2015 21:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 203.3453 | $32.92 | $6,694.13 |
DisclosureSEC source: 0001127602-15-003989 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,007.0272 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, 2015 Filed Feb 2, 2015 21:15 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2015) · Derivative | 31,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-003714 · form4.xml · derivative · entry 7 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,857 Underlying: Common Stock · 31,857 shares Expires not disclosed F5 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · price: Restricted stock units convert into common stock on a one-for-one basis. F6 · 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. F6 · 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, 2015 Filed Feb 2, 2015 21:15 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 6,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003714 · form4.xml · nonDerivative · entry 5 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 46,020 Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:15 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 6,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003714 · form4.xml · nonDerivative · entry 4 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:15 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 7,005.8387 | $32.96 | $230,912.44 |
DisclosureSEC source: 0001127602-15-003714 · form4.xml · nonDerivative · entry 3 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,803.6819 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:15 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,778.8313 | $32.96 | $91,590.28 |
DisclosureSEC source: 0001127602-15-003714 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,809.5206 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 9,784.67 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-003714 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 17,588.3519 F1 · kind: Distribution of performance shares. F2 · price: Performance shares convert into common stock on a one-for-one basis. Read SEC document |
| January 29, 2015 Filed Feb 17, 2015 22:36 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 7,108.5629 | $32.96 | $234,298.23 |
DisclosureSEC source: 0001127602-15-006458 · form4a.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,803.6819 F3 · kind: Represents performance shares distributed in cash, after taxes. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 29, 2015 Filed Feb 17, 2015 22:36 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,676.1071 | $32.96 | $88,204.49 |
DisclosureSEC source: 0001127602-15-006458 · form4a.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,912.2448 F1 · kind: Mandatory tax withholding on distribution of performance shares. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 27, 2015 Filed Jan 29, 2015 18:21 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 9,065 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-15-003205 · form4.xml · derivative · entry 6 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,065 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 convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Units vest and/or distribute on 01/27/2015. F3 · derivative.expiration_date: Units vest and/or distribute on 01/27/2015. Read SEC document |
| January 27, 2015 Filed Jan 29, 2015 18:21 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,583 | $32.81 | $84,748.23 |
DisclosureSEC source: 0001127602-15-003205 · form4.xml · nonDerivative · entry 2 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 27, 2015 Filed Jan 29, 2015 18:21 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 9,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-003205 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,065 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 convert into common stock on a one-for-one basis. Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 22:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 144.3882 | $33.59 | $4,850.00 |
DisclosureSEC source: 0001127602-15-000827 · form4.xml · nonDerivative · entry 1 Lee Lori M · CIK 0001555575 · Sr. Exec. VP - Home Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,803.6819 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.