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 |
|---|---|---|---|---|---|---|
| January 30, 2020 Filed Feb 3, 2020 23:08 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 106,194.0024 | $37.43 | $3,974,841.51 |
DisclosureSEC source: 0001127602-20-003231 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 602,548.5252 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 269,870.4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-003231 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 708,742.5276 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 17:10 UTC Amendment | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2020) · Derivative | 140,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007504 · form4a.xml · derivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,262 Underlying: Common Stock · 140,262 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 17:10 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 108,027.3973 | $37.43 | $4,043,465.48 |
DisclosureSEC source: 0001127602-20-007504 · form4a.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 494,521.1276 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 17:10 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 106,194.0027 | $37.43 | $3,974,841.52 |
DisclosureSEC source: 0001127602-20-007504 · form4a.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 602,548.5249 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 02:24 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2016) · Derivative | 209,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-002812 · form4.xml · derivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 209,640 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 1/28/2020. 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 1/28/2020. 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 1/28/2020. 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 1/28/2020. Read SEC document |
| January 28, 2020 Filed Jan 31, 2020 02:24 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 73,692 | $38.58 | $2,843,037.36 |
DisclosureSEC source: 0001127602-20-002812 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328,213 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 28, 2020 Filed Jan 31, 2020 02:24 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 209,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-002812 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,401,905 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 1/28/2020. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 20:22 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,566.0184 | $39.08 | $61,200.00 |
DisclosureSEC source: 0001127602-20-000555 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 438,872.1276 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 29, 2019 Filed Dec 3, 2019 23:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,637.2392 | $37.38 | $61,200.00 |
DisclosureSEC source: 0001127602-19-034177 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 437,306.1092 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 21:49 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 7,254.1315 | $38.49 | $279,211.52 |
DisclosureSEC source: 0001127602-19-031684 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 435,668.87 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, 2019 Filed Oct 2, 2019 22:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,579.2812 | $37.84 | $59,760.00 |
DisclosureSEC source: 0001127602-19-029841 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 428,414.7385 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 30, 2019 Filed Sep 4, 2019 21:19 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,694.8384 | $35.26 | $59,760.00 |
DisclosureSEC source: 0001127602-19-027912 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 426,835.4573 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, 2019 Filed Aug 2, 2019 18:27 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 8,002.9434 | $34.05 | $272,500.22 |
DisclosureSEC source: 0001127602-19-025818 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 425,140.6189 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 28, 2019 Filed Jul 2, 2019 21:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,783.3484 | $33.51 | $59,760.00 |
DisclosureSEC source: 0001127602-19-023640 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 417,137.6755 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,954.2184 | $30.58 | $59,760.00 |
DisclosureSEC source: 0001127602-19-020708 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 415,354.3271 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 23, 2019 Filed May 24, 2019 15:19 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 14,627 | $0.00 Strike: $24.63 | $0.00 |
DisclosureSEC source: 0001127602-19-019781 · form4.xml · derivative · entry 9 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,627 shares Expires 2019-06-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 23, 2019 Filed May 24, 2019 15:19 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 20,664 | $0.00 Strike: $25.32 | $0.00 |
DisclosureSEC source: 0001127602-19-019781 · form4.xml · derivative · entry 8 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,664 shares Expires 2020-02-16 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 |
| May 23, 2019 Filed May 24, 2019 15:19 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 12,525 | $32.28 | $404,307.00 |
DisclosureSEC source: 0001127602-19-019781 · form4.xml · nonDerivative · entry 4 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,192,265 Read SEC document |
| May 23, 2019 Filed May 24, 2019 15:19 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 14,627 | $24.63 | $360,263.01 |
DisclosureSEC source: 0001127602-19-019781 · form4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204,790 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 |
| May 23, 2019 Filed May 24, 2019 15:19 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 17,962 | $32.28 | $579,813.36 |
DisclosureSEC source: 0001127602-19-019781 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190,163 Read SEC document |
| May 23, 2019 Filed May 24, 2019 15:19 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 20,664 | $25.32 | $523,212.48 |
DisclosureSEC source: 0001127602-19-019781 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,208,125 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 |
| April 30, 2019 Filed May 2, 2019 21:25 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 8,598.4765 | $30.96 | $266,208.83 |
DisclosureSEC source: 0001127602-19-017044 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 413,400.1087 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 29, 2019 Filed Apr 2, 2019 20:54 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,905.6122 | $31.36 | $59,760.00 |
DisclosureSEC source: 0001127602-19-014215 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 404,801.6322 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 08, 2019 Filed Mar 12, 2019 21:45 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 74,251.8735 | $29.96 | $2,224,586.13 |
DisclosureSEC source: 0001127602-19-011098 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 402,896.02 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 126,427 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:07 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2019) · Derivative | 5,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009560 · form4.xml · derivative · entry 7 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,129 Underlying: Common Stock · 5,933 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 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 |
| February 28, 2019 Filed Mar 4, 2019 22:07 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2019) · Derivative | 159,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009560 · form4.xml · derivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,062 Underlying: Common Stock · 159,062 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 |
| February 28, 2019 Filed Mar 4, 2019 22:07 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 192,115.6812 | $31.12 | $5,978,640.00 |
DisclosureSEC source: 0001127602-19-009560 · form4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 603,574.8935 F3 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:07 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 5,933 | $31.12 | $184,634.96 |
DisclosureSEC source: 0001127602-19-009560 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061,034 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:07 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 5,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-009560 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066,967 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 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 30,472 | $0.00 Strike: $23.22 | $0.00 |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · derivative · entry 9 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,472 shares Expires 2019-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 100,542.9984 | $30.06 | $3,022,322.53 |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · nonDerivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 411,459.2123 F5 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 65,232.7616 | $30.06 | $1,960,896.81 |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · nonDerivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 512,002.2107 F4 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 165,775.76 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · nonDerivative · entry 4 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 577,234.9723 F2 · kind: Distribution of performance shares. F3 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 26,603 | $29.37 | $781,330.11 |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · nonDerivative · entry 3 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061,034 Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 30,472 | $23.22 | $707,559.84 |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087,637 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 |
| January 31, 2019 Filed Feb 4, 2019 22:46 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 8,819.241 | $30.06 | $265,106.38 |
DisclosureSEC source: 0001127602-19-003840 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 411,459.2123 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2015) · Derivative | 215,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003259 · form4.xml · derivative · entry 6 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 215,051 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:56 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 74,693 | $30.70 | $2,293,075.10 |
DisclosureSEC source: 0001127602-19-003259 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,057,165 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 215,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003259 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,131,858 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 2,144.3588 | $28.54 | $61,200.00 |
DisclosureSEC source: 0001127602-19-000791 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 402,639.9713 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:54 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,959.027 | $31.24 | $61,200.00 |
DisclosureSEC source: 0001127602-18-035172 · form4.xml · nonDerivative · entry 2 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 400,495.6125 F3 · 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, 2018 Filed Nov 2, 2018 20:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 8,346.0004 | $30.68 | $256,055.29 |
DisclosureSEC source: 0001127602-18-031949 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 398,536.5855 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, 2018 Filed Dec 4, 2018 21:54 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 239,715.84 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035172 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By LP Disclosed balance after: 856,128 F1 · balance_after: Represents 4 separate gifts of limited partnership interests in the LP to two trusts for the benefit of the reporting person's children. Each gift represents a 7% interest in the LP. However, because the reporting person controls the general partner of the LP, the reporting person is reporting the limited partnership's ownership of the issuer securities in the aggregate. The reporting person disclaims beneficial ownership of AT&T Inc. common stock held by the LP except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares owned by a limited partnership. The general partner of the LP is a limited liability company, of which the reporting person and his spouse are the sole members and which is managed by the reporting person. The five limited partners of the LP are the reporting person, his spouse, and three trusts. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,779.6306 | $33.58 | $59,760.00 |
DisclosureSEC source: 0001127602-18-029115 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 390,190.5851 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 14:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,871.0082 | $31.94 | $59,760.00 |
DisclosureSEC source: 0001127602-18-026730 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 388,410.9545 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 18:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 7,792.7313 | $31.97 | $249,133.62 |
DisclosureSEC source: 0001127602-18-024392 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 386,539.9463 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 21:49 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,861.1026 | $32.11 | $59,760.00 |
DisclosureSEC source: 0001127602-18-022343 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 378,747.215 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,849.01 | $32.32 | $59,760.00 |
DisclosureSEC source: 0001127602-18-019580 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 376,886.1124 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| April 30, 2018 Filed May 2, 2018 21:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 7,448.1488 | $32.70 | $243,554.47 |
DisclosureSEC source: 0001127602-18-016046 · form4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 375,037.1024 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.