Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Chief Operating Officer | September 30, 2026 | October 03, 2026 |
| Leidos Holdings, Inc.LDOS · Entity 668 | Director | October 01, 2026 | October 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 | 184,022.855 |
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 512.296 · Balance 184,022.855 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) | 9,809.0285 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,809.0285 F2: Based on a 401(k) plan statement dated 8/31/2026. |
| Common StockSEC Table I · non-derivative | Direct | 724,034 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 724,034 |
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.
Leidos Holdings, Inc.
Report date October 01, 2026 · Filed October 05, 2026
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| November 30, 2020 Filed Dec 2, 2020 21:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 709.5652 | $28.75 | $20,400.00 |
DisclosureSEC source: 0001127602-20-030279 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 41,515.5217 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 30, 2020 Filed Nov 3, 2020 20:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,511.2237 | $27.02 | $40,833.26 |
DisclosureSEC source: 0001127602-20-027983 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 40,805.9565 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, 2020 Filed Oct 2, 2020 19:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 715.5384 | $28.51 | $20,400.00 |
DisclosureSEC source: 0001127602-20-026222 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 39,294.7328 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, 2020 Filed Sep 3, 2020 00:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 684.334 | $29.81 | $20,400.00 |
DisclosureSEC source: 0001127602-20-024668 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 38,579.1944 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, 2020 Filed Aug 4, 2020 22:30 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,332.4028 | $29.58 | $39,412.47 |
DisclosureSEC source: 0001127602-20-022743 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 37,894.8604 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, 2020 Filed Jul 2, 2020 21:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 672.1798 | $30.23 | $20,320.00 |
DisclosureSEC source: 0001127602-20-021041 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 36,562.4576 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, 2020 Filed Jun 2, 2020 21:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 572.91 | $30.86 | $17,680.00 |
DisclosureSEC source: 0001127602-20-018513 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 35,890.2778 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, 2020 Filed May 4, 2020 21:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,163.1182 | $30.47 | $35,440.21 |
DisclosureSEC source: 0001127602-20-015250 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 35,317.3678 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, 2020 Filed Apr 2, 2020 18:30 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 606.518 | $29.15 | $17,680.00 |
DisclosureSEC source: 0001127602-20-012584 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 34,154.2496 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 10, 2020 Filed Mar 11, 2020 23:20 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 832.7884 | $34.69 | $28,889.43 |
DisclosureSEC source: 0001127602-20-010300 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 33,547.7316 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 2,945 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| March 10, 2020 Filed May 4, 2020 14:00 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,398.7884 | $34.69 | $48,523.97 |
DisclosureSEC source: 0001127602-20-015107 · form4a.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 32,981.7316 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 2,379 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:55 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 7,772.8565 | $35.22 | $273,760.01 |
DisclosureSEC source: 0001127602-20-009175 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 37,325.52 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 31, 2020 Filed Feb 4, 2020 23:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 866.4761 | $37.62 | $32,596.83 |
DisclosureSEC source: 0001127602-20-003626 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 29,552.6635 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, 2020 Filed Feb 3, 2020 23:21 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 2,840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-003236 · form4.xml · nonDerivative · entry 4 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 28,686.1874 F5 · kind: Reflects transfer of 2,840 shares owned indirectly by benefit plan to direct ownership due to distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:21 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 5,514.0294 | $37.43 | $206,390.12 |
DisclosureSEC source: 0001127602-20-003236 · form4.xml · nonDerivative · entry 3 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 31,526.1874 F4 · kind: Represents portion of the performance shares distributed in cash, after taxes. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:21 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,688.9706 | $37.43 | $100,648.17 |
DisclosureSEC source: 0001127602-20-003236 · form4.xml · nonDerivative · entry 2 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 37,040.2168 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:21 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 11,043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-003236 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 39,729.1874 F1 · kind: Total performance shares distributed. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 30, 2020 Filed Feb 25, 2020 17:21 UTC Amendment | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2020) · Derivative | 38,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007510 · form4a.xml · derivative · entry 3 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,739 Underlying: Common Stock · 38,739 shares Expires 2024-01-15 F3 · derivative.exercise_price: Revised to reflect 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 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · price: Revised to reflect 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 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · derivative.exercise_date: Revised to reflect 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 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · derivative.expiration_date: Revised to reflect 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 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2020 Filed Feb 25, 2020 17:21 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 5,514.0297 | $37.43 | $206,390.13 |
DisclosureSEC source: 0001127602-20-007510 · form4a.xml · nonDerivative · entry 2 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 31,526.1874 F2 · kind: Revised to reflect shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 30, 2020 Filed Feb 25, 2020 17:21 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,688.9703 | $37.43 | $100,648.16 |
DisclosureSEC source: 0001127602-20-007510 · form4a.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 37,040.2171 F1 · kind: Revised to reflect shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 28, 2020 Filed Jan 31, 2020 02:19 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2016) · Derivative | 8,444 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-002810 · form4.xml · derivative · entry 5 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,444 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/28/2020. F2 · 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. 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 1/28/2020. 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 1/28/2020. Read SEC document |
| January 28, 2020 Filed Jan 31, 2020 02:19 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 8,444 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-002810 · form4.xml · nonDerivative · entry 2 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,256 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/28/2020. Read SEC document |
| January 28, 2020 Filed Jan 31, 2020 02:19 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,129 | $38.58 | $82,136.82 |
DisclosureSEC source: 0001127602-20-002810 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,127 F1 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 20:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 522.006 | $39.08 | $20,399.99 |
DisclosureSEC source: 0001127602-20-000577 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 28,686.1874 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 |
| December 13, 2019 Filed Dec 18, 2019 00:15 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2019) · Derivative | 52,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-035271 · form4.xml · derivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,812 Underlying: Common Stock · 52,812 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility F1 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| December 13, 2019 Filed Dec 20, 2019 21:30 UTC Amendment | AT&T INC. T · Entity 1012 | GrantCommon Stock | 52,812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-035656 · form4a.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,812 F1 · price: Grant of restricted stock under the 2018 Incentive Plan at no additional cost to the participant (vests on 12/15/2024). Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 23:10 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 545.7464 | $37.38 | $20,400.00 |
DisclosureSEC source: 0001127602-19-034183 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 28,164.1814 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, 2019 Filed Nov 4, 2019 21:42 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 770.3948 | $38.49 | $29,652.50 |
DisclosureSEC source: 0001127602-19-031680 · form4.xml · nonDerivative · entry 1 McElfresh Jeffery S. · CIK 0001734431 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 27,618.435 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.