Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOEING COBA · Entity 2862 | Director | October 02, 2017 | October 04, 2017 |
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 07, 2017 | February 09, 2017 |
| Walmart Inc.WMT · Entity 783 | Director | September 30, 2026 | October 02, 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.
BOEING CO
Report date October 02, 2017 · Filed October 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,746.3 |
Reported balance
After 2017-10-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-10-02 · Grant · Acquired 309.11 · Balance 3,746.3 F1: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2: Phantom stock units awarded or acquired in lieu of director cash compensation. F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director. F4: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are convertible into common stock on a 1-for-1 basis.
F2: Phantom stock units awarded or acquired in lieu of director cash compensation.
F3: Pursuant to The Deferred Compensation Plan for Directors of The Boeing Company, phantom stock units are distributed as shares of common stock after the reporting person's termination of services as a director.
F4: Includes adjustments for dividends accrued.
EMERSON ELECTRIC CO
Report date February 07, 2017 · Filed February 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,449 |
Reported balance
After 2017-02-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-07 · Grant · Acquired 2,248 · Balance 40,449 F1: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock. F3: Includes 1,079 shares acquired under a dividend reinvestment plan since the Reporting Person's last Form 4 filing. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock.
F3: Includes 1,079 shares acquired under a dividend reinvestment plan since the Reporting Person's last Form 4 filing.
Walmart Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 67,976.5 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 457 · Balance 67,976.5 F1: Represents quarterly director compensation, which the Reporting Person elected to defer in the form of stock units. The number of stock units was determined by using the closing price of the Issuer's common stock on the date of grant. F2: Balance adjusted to reflect phantom stock units acquired as dividend equivalents on deferred stock units and shares acquired under a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents quarterly director compensation, which the Reporting Person elected to defer in the form of stock units. The number of stock units was determined by using the closing price of the Issuer's common stock on the date of grant.
F2: Balance adjusted to reflect phantom stock units acquired as dividend equivalents on deferred stock units and shares acquired under a dividend reinvestment plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date January 21, 2021 · Filed January 28, 2021
Section 16 reporting ended · disclosed 2021-01-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 7,849.8177 |
Reported balance
Holding disclosure · report date 2021-01-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,849.8177 F1: This information is based on 401(k) plan statement dated as of 12/31/2020. |
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 426,451.5888 |
Reported balance
Holding disclosure · report date 2021-01-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 426,451.5888 |
| Common StockSEC Table I · non-derivative | Direct | 1,410,637 |
Reported balance
Holding disclosure · report date 2021-01-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,410,637 |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 1,011,143 |
Reported balance
Holding disclosure · report date 2021-01-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,011,143 |
Filing footnotes · ownership attribution and instrument terms
F1: This information is based on 401(k) plan statement dated as of 12/31/2020.
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 |
|---|---|---|---|---|---|---|
| August 31, 2006 Filed Sep 5, 2006 18:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 884.9984 | $31.13 | $27,550.00 |
DisclosureSEC source: 0001225208-06-004398 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 166,504.6563 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 20:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 2,724.6612 | $29.99 | $81,712.59 |
DisclosureSEC source: 0001225208-06-003938 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 165,619.6579 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 20:15 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 600 | $0.00 Strike: $24.94 | $0.00 |
DisclosureSEC source: 0001225208-06-003768 · doc4.xml · derivative · entry 7 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600 shares Expires 2006-08-01 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 26, 2006 Filed Jul 27, 2006 20:15 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - 92 SOP · Derivative | 8,000 | $0.00 Strike: $24.94 | $0.00 |
DisclosureSEC source: 0001225208-06-003768 · doc4.xml · derivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2006-08-01 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 26, 2006 Filed Jul 27, 2006 20:15 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 7,813 | $29.14 | $227,670.82 |
DisclosureSEC source: 0001225208-06-003768 · doc4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,021.9551 Read SEC document |
| July 26, 2006 Filed Jul 27, 2006 20:15 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 8,600 | $24.94 | $214,462.50 |
DisclosureSEC source: 0001225208-06-003768 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,834.9551 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 26, 2006 Filed Aug 2, 2006 20:08 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 7,845 | $28.95 | $227,112.75 |
DisclosureSEC source: 0001225208-06-003937 · doc4a.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,989.9551 F1 · shares: Amended to reflect correct number of issuer shares withheld due to recalculation by plan administrator. Read SEC document |
| June 30, 2006 Filed Jul 3, 2006 17:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 987.8092 | $27.89 | $27,550.00 |
DisclosureSEC source: 0001225208-06-003356 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 162,894.9967 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| June 15, 2006 Filed Jun 16, 2006 18:48 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 105,081 | $0.00 Strike: $27.73 | $0.00 |
DisclosureSEC source: 0001225208-06-003241 · doc4.xml · derivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,081 Underlying: Common Stock · 105,081 shares Expires 2016-06-15 F1 · security: Options were acquired pursuant to the AT&T Stock Purchase and Deferral Plan, where two options are issued for each share purchased by a participant's contributions. Options are exercisable upon termination of employment or one year after issuance whichever is earlier. F2 · shares: Represents number of options granted. Reporting person may purchase one share of Issuer's common stock per option. Read SEC document |
| May 31, 2006 Filed Jun 2, 2006 20:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,057.1758 | $26.06 | $27,550.00 |
DisclosureSEC source: 0001225208-06-003091 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 161,907.1875 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| April 28, 2006 Filed May 2, 2006 20:05 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 3,052.9387 | $26.21 | $80,017.52 |
DisclosureSEC source: 0001225208-06-002460 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 160,850.0117 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 19:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,006.5274 | $27.04 | $27,216.50 |
DisclosureSEC source: 0001225208-06-002061 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 157,797.073 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 10, 2006 Filed Mar 14, 2006 16:53 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 19,027.3963 | $27.23 | $518,116.00 |
DisclosureSEC source: 0001225208-06-001672 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 156,790.5456 F1 · kind: Represents mandatory tax withholding of shares. F2 · balance_after: Reflects transfer of shares owned indirectly in benefit plan to direct ownership. Read SEC document |
| February 28, 2006 Filed Mar 2, 2006 22:03 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 49,542.6967 | $27.59 | $1,366,883.00 |
DisclosureSEC source: 0001225208-06-001531 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 211,151.9419 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 16:18 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 19,405 | $0.00 Strike: $28.32 | $0.00 |
DisclosureSEC source: 0001225208-06-001189 · doc4.xml · derivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,405 Underlying: Common Stock · 19,405 shares Expires 2016-02-15 F1 · security: Options were acquired pursuant to the AT&T Stock Purchase and Deferral Plan, where two options are issued for each share purchased by a participant's contributions. Options are exercisable upon termination of employment or one year after issuance whichever is earlier. F2 · shares: Represents number of options granted. Reporting person may purchase one share of Issuer's common stock per option. Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 22:02 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 17,112 | $25.95 | $444,056.40 |
DisclosureSEC source: 0001225208-06-000725 · doc4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,457.767 F2 · kind: Mandatory tax withholding on vesting of restricted stock. Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 22:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 3,073.9199 | $25.95 | $79,768.22 |
DisclosureSEC source: 0001225208-06-000725 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 161,609.2452 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| January 26, 2006 Filed Jan 30, 2006 21:08 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 29,605.2 | $25.51 | $755,228.65 |
DisclosureSEC source: 0001225208-06-000534 · doc4.xml · nonDerivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 158,535.3253 F4 · kind: Represents portion of the performance shares distributed in cash. Read SEC document |
| January 26, 2006 Filed Jan 30, 2006 21:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 18,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-06-000534 · doc4.xml · nonDerivative · entry 4 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 188,140.5253 F2 · kind: Represents portion of the performance shares distributed in issuer's shares that are now held directly. Read SEC document |
| January 26, 2006 Filed Jan 30, 2006 21:08 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 10,791.2 | $25.51 | $275,283.51 |
DisclosureSEC source: 0001225208-06-000534 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 206,954.5253 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 26, 2006 Filed Jan 30, 2006 21:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 18,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-06-000534 · doc4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,569.767 F2 · kind: Represents portion of the performance shares distributed in issuer's shares that are now held directly. Read SEC document |
| January 26, 2006 Filed Jan 30, 2006 21:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 59,210.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-06-000534 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 217,745.7253 F1 · kind: Total performance shares to be distributed. Read SEC document |
| December 30, 2005 Filed Jan 4, 2006 15:24 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,097.7134 | $24.49 | $26,883.00 |
DisclosureSEC source: 0001225208-06-000077 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 158,535.3253 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| November 30, 2005 Filed Dec 2, 2005 20:19 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,079.205 | $24.91 | $26,883.00 |
DisclosureSEC source: 0001225208-05-003314 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 157,437.6119 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| October 31, 2005 Filed Nov 2, 2005 14:50 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 3,198.2039 | $23.85 | $76,277.16 |
DisclosureSEC source: 0001225208-05-002953 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 156,358.4069 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| September 30, 2005 Filed Oct 4, 2005 14:15 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,121.527 | $23.97 | $26,883.00 |
DisclosureSEC source: 0001225208-05-002636 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 153,160.203 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| August 31, 2005 Filed Sep 1, 2005 21:22 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,116.4038 | $24.08 | $26,883.00 |
DisclosureSEC source: 0001225208-05-002359 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 152,038.676 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 29, 2005 Filed Aug 2, 2005 18:59 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 3,049.9719 | $24.45 | $74,571.81 |
DisclosureSEC source: 0001225208-05-002043 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 150,922.2722 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 26, 2005 Filed Jul 27, 2005 20:11 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 674 | $0.00 Strike: $23.69 | $0.00 |
DisclosureSEC source: 0001225208-05-001922 · doc4.xml · derivative · entry 9 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 674 shares Expires 2005-08-01 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 26, 2005 Filed Jul 27, 2005 20:11 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - 92 SOP · Derivative | 5,000 | $0.00 Strike: $23.69 | $0.00 |
DisclosureSEC source: 0001225208-05-001922 · doc4.xml · derivative · entry 8 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2005-08-01 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 26, 2005 Filed Jul 27, 2005 20:11 UTC | AT&T INC. SBC · Entity 1012 | SaleCommon Stock | 5,000 | $24.12 | $120,600.00 |
DisclosureSEC source: 0001225208-05-001922 · doc4.xml · nonDerivative · entry 4 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,302.49 Read SEC document |
| July 26, 2005 Filed Jul 27, 2005 20:11 UTC | AT&T INC. SBC · Entity 1012 | SaleCommon Stock | 674 | $24.13 | $16,263.62 |
DisclosureSEC source: 0001225208-05-001922 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,302.49 Read SEC document |
| July 26, 2005 Filed Jul 27, 2005 20:11 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 674 | $23.69 | $15,967.06 |
DisclosureSEC source: 0001225208-05-001922 · doc4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,976.49 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 26, 2005 Filed Jul 27, 2005 20:11 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 5,000 | $23.69 | $118,450.00 |
DisclosureSEC source: 0001225208-05-001922 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,302.49 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, 2005 Filed Jul 1, 2005 16:19 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,131.9158 | $23.75 | $26,883.00 |
DisclosureSEC source: 0000732717-05-000390 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 147,872.3003 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| June 15, 2005 Filed Jun 16, 2005 19:29 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 89,320 | $0.00 Strike: $24.01 | $0.00 |
DisclosureSEC source: 0000732717-05-000343 · doc4.xml · derivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,320 Underlying: Common Stock · 89,320 shares Expires 2015-06-15 F1 · kind: Options were acquired pursuant to the SBC Stock Purchase and Deferral Plan, where two options are issued for each share purchased by a participant's contributions. Options are exercisable upon termination of employment or one year after issuance, whichever is earlier. F2 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| May 31, 2005 Filed Jun 2, 2005 18:13 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,149.8288 | $23.38 | $26,883.00 |
DisclosureSEC source: 0000732717-05-000311 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 146,740.3845 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| April 29, 2005 Filed May 3, 2005 17:18 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 3,060.8748 | $23.80 | $72,848.82 |
DisclosureSEC source: 0000732717-05-000260 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 145,590.5557 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 16:14 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 1,118.2566 | $23.69 | $26,491.50 |
DisclosureSEC source: 0000732717-05-000213 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 142,529.6809 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 28, 2005 Filed Mar 2, 2005 21:59 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 40,932.8068 | $24.05 | $984,434.00 |
DisclosureSEC source: 0000732717-05-000165 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 141,411.4243 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 01, 2005 Filed Feb 2, 2005 21:20 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 322 | $0.00 Strike: $21.25 | $0.00 |
DisclosureSEC source: 0000732717-05-000125 · doc4.xml · derivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 322 shares Expires 2005-02-01 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 |
| February 01, 2005 Filed Feb 2, 2005 21:20 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 297 | $23.76 | $7,056.72 |
DisclosureSEC source: 0000732717-05-000125 · doc4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,010.893 Read SEC document |
| February 01, 2005 Filed Feb 2, 2005 21:20 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 322 | $21.25 | $6,842.50 |
DisclosureSEC source: 0000732717-05-000125 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,307.893 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 |
| February 01, 2005 Filed Feb 3, 2005 17:01 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 16,085 | $0.00 Strike: $23.92 | $0.00 |
DisclosureSEC source: 0000732717-05-000134 · doc4.xml · derivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,085 Underlying: Common Stock · 16,085 shares Expires 2015-01-30 F1 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F2 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 21:20 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 2,436.6858 | $23.76 | $57,895.65 |
DisclosureSEC source: 0000732717-05-000125 · doc4.xml · nonDerivative · entry 4 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 100,478.6175 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:39 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 32,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-05-000062 · doc4.xml · nonDerivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 98,041.9317 F4 · kind: Total performance shares distributed. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:39 UTC | AT&T INC. SBC · Entity 1012 | Disposition to issuerCommon Stock | 16,020 | $23.67 | $379,193.40 |
DisclosureSEC source: 0000732717-05-000062 · doc4.xml · nonDerivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 66,001.9317 F3 · kind: Represents portion of the performance shares distributed in cash. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:39 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 4,238 | $23.67 | $100,313.46 |
DisclosureSEC source: 0000732717-05-000062 · doc4.xml · nonDerivative · entry 4 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 82,021.9317 F2 · kind: Represents mandatory tax withholding of shares. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:39 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 11,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-05-000062 · doc4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 86,259.9317 F1 · kind: Represents portion of the performance shares distributed in SBC shares and are now held directly. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:39 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 11,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-05-000062 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,985.893 F1 · kind: Represents portion of the performance shares distributed in SBC shares and are now held directly. 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.