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 |
|---|---|---|---|---|---|---|
| March 30, 2018 Filed Apr 2, 2018 21:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,676.2972 | $35.65 | $59,760.00 |
DisclosureSEC source: 0001127602-18-013388 · 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: 367,588.9536 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 09, 2018 Filed Mar 13, 2018 22:36 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 67,766.0109 | $37.05 | $2,510,730.70 |
DisclosureSEC source: 0001127602-18-011464 · 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: 365,912.6564 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 115,383 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:27 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 168,406.6113 | $36.30 | $6,113,159.99 |
DisclosureSEC source: 0001127602-18-009767 · 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: 549,061.6673 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2018) · Derivative | 4,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004117 · 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: 112,471 Underlying: Common Stock · 4,357 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 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2018) · Derivative | 116,828 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004117 · 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: 116,828 Underlying: Common Stock · 116,828 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 139,779.2544 | $39.16 | $5,473,755.60 |
DisclosureSEC source: 0001127602-18-004117 · 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: 380,655.056 F6 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 90,689.4256 | $39.16 | $3,551,397.91 |
DisclosureSEC source: 0001127602-18-004117 · 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: 520,434.3104 F5 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 230,468.68 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004117 · 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: 611,123.736 F3 · kind: Distribution of performance shares. F4 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,357 | $39.16 | $170,620.12 |
DisclosureSEC source: 0001127602-18-004117 · 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: 801,424 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:51 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 4,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004117 · 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: 805,781 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 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 6,589.9219 | $37.45 | $246,792.58 |
DisclosureSEC source: 0001127602-18-003585 · 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: 380,655.056 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, 2018 Filed Feb 1, 2018 23:43 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2014) · Derivative | 208,933 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-003434 · 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 · 208,933 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 · 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 1/30/2018. 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 1/30/2018. 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 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:43 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 74,769 | $37.44 | $2,799,351.36 |
DisclosureSEC source: 0001127602-18-003434 · 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: 801,424 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:43 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 208,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003434 · 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: 876,193 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 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 21:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,574.074 | $38.88 | $61,200.00 |
DisclosureSEC source: 0001127602-18-000660 · 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: 374,065.1341 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, 2017 Filed Dec 4, 2017 21:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,682.243 | $36.38 | $61,200.00 |
DisclosureSEC source: 0001127602-17-033808 · 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: 372,491.0601 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, 2017 Filed Nov 2, 2017 20:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 7,114.7135 | $33.65 | $239,410.11 |
DisclosureSEC source: 0001127602-17-030993 · 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: 370,808.8171 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 02, 2017 Filed Oct 4, 2017 21:44 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 309.11 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015949 · doc4.xml · derivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746.3 Underlying: Common Stock · 309.11 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,525.6574 | $39.17 | $59,760.00 |
DisclosureSEC source: 0001127602-17-028940 · 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: 363,694.1036 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, 2017 Filed Sep 5, 2017 20:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,595.3016 | $37.46 | $59,760.00 |
DisclosureSEC source: 0001127602-17-026971 · 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: 362,168.4462 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 21:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 5,987.3604 | $39.00 | $233,507.06 |
DisclosureSEC source: 0001127602-17-024797 · 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: 360,573.1446 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 03, 2017 Filed Jul 6, 2017 20:33 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 396.54 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012346 · doc4.xml · derivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,417.04 Underlying: Common Stock · 396.54 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 20:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,583.8854 | $37.73 | $59,760.00 |
DisclosureSEC source: 0001127602-17-022550 · 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: 354,585.7842 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 19:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,550.9994 | $38.53 | $59,760.01 |
DisclosureSEC source: 0001127602-17-020271 · 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: 353,001.8988 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| April 28, 2017 Filed May 2, 2017 14:58 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 5,781.9277 | $39.63 | $229,137.79 |
DisclosureSEC source: 0001127602-17-016220 · 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: 351,450.8994 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 03, 2017 Filed Apr 5, 2017 21:28 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 445.89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-007689 · doc4.xml · derivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,998.06 Underlying: Common Stock · 445.89 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,438.267 | $41.55 | $59,759.99 |
DisclosureSEC source: 0001127602-17-013551 · 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: 345,668.9717 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 09, 2017 Filed Mar 10, 2017 22:29 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 77,893.1964 | $41.94 | $3,266,840.66 |
DisclosureSEC source: 0001127602-17-011263 · 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: 344,230.7047 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 118,803 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:19 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 156,921.7516 | $41.79 | $6,557,760.00 |
DisclosureSEC source: 0001127602-17-009255 · 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: 540,926.9011 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 20:36 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000147 · edgar.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,449 F1 · kind: 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). F1 · shares: 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: Price is not applicable to acquisitions resulting from grants of restricted stock. F3 · balance_after: Includes 1,079 shares acquired under a dividend reinvestment plan since the Reporting Person's last Form 4 filing. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:40 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2013) · Derivative | 188,545 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-17-003708 · 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 · 188,545 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 · price: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:40 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 72,603 | $42.16 | $3,060,942.48 |
DisclosureSEC source: 0001127602-17-003708 · 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: 548,457 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:40 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 188,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-003708 · 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: 621,060 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 5,812.9543 | $42.16 | $245,074.15 |
DisclosureSEC source: 0001127602-17-003708 · 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: 384,005.1495 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2017) · Derivative | 3,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002966 · form4.xml · derivative · entry 10 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,064 Underlying: Common Stock · 3,888 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. F5 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2017) · Derivative | 99,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002966 · 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: 99,952 Underlying: Common Stock · 99,952 shares Expires not disclosed F5 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,888 | $41.77 | $162,401.76 |
DisclosureSEC source: 0001127602-17-002966 · form4.xml · nonDerivative · entry 5 STEPHENSON RANDALL L · CIK 0001183428 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,515 F6 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 3,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002966 · 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: 436,403 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. F5 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 133,767.2041 | $41.77 | $5,587,456.12 |
DisclosureSEC source: 0001127602-17-002966 · 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: 432,515 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 96,667.2559 | $41.77 | $4,037,791.28 |
DisclosureSEC source: 0001127602-17-002966 · 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: 566,282.2041 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 230,434.46 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002966 · 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: 662,949.46 F1 · kind: Distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:28 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 504.24 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000696 · doc4.xml · derivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,532.47 Underlying: Common Stock · 504.24 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:41 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,438.9842 | $42.53 | $61,200.00 |
DisclosureSEC source: 0001127602-17-000678 · 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: 378,192.1952 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,584.261 | $38.63 | $61,200.00 |
DisclosureSEC source: 0001127602-16-069012 · 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: 376,753.211 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:34 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 6,473.8685 | $36.79 | $238,173.62 |
DisclosureSEC source: 0001127602-16-065914 · 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: 375,168.95 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 03, 2016 Filed Oct 5, 2016 20:50 UTC | BOEING CO BA · Entity 2862 | GrantPhantom Stock Units · Derivative | 559.86 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040200 · doc4.xml · derivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,013.77 Underlying: Common Stock · 559.86 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units are convertible into common stock on a 1-for-1 basis. F2 · shares: Phantom stock units awarded or acquired in lieu of director cash compensation. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:09 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,475.006 | $40.61 | $59,899.99 |
DisclosureSEC source: 0001127602-16-064115 · 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: 368,695.0815 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| August 31, 2016 Filed Sep 2, 2016 20:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,461.8396 | $40.88 | $59,760.00 |
DisclosureSEC source: 0001127602-16-061800 · 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: 367,220.0755 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 01, 2016 Filed Aug 3, 2016 20:32 UTC | BOEING CO BA · Entity 2862 | PurchaseCommon Stock | 1,871 | $133.89 | $250,508.19 |
DisclosureSEC source: 0001225208-16-037460 · doc4.xml · nonDerivative · entry 1 STEPHENSON RANDALL L · CIK 0001183428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,721 Read SEC document |
| July 29, 2016 Filed Aug 2, 2016 20:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 5,376.3754 | $43.29 | $232,743.29 |
DisclosureSEC source: 0001127602-16-059309 · 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: 365,758.2359 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.