Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | Director | June 10, 2026 | June 11, 2026 |
| MORGAN STANLEYMS · Entity 2815 | Director | June 01, 2026 | June 02, 2026 |
| VALERO ENERGY CORP/TXVLO · Entity 2908 | Director | May 07, 2026 | May 11, 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.
CATERPILLAR INC
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,416 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 211 · Balance 8,416 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
MORGAN STANLEY
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,268.886 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,309.777 · Balance 78,268.886 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
VALERO ENERGY CORP/TX
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 939 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 939 · Balance 939 F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.
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 March 30, 2012 · Filed April 03, 2012
Section 16 reporting ended · disclosed 2012-04-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 24,248.3205 |
Reported balance
After 2012-03-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2012-03-30 · Grant · Acquired 617.4064 · Balance 24,248.3205 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | Direct | 352,007.2297 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 352,007.2297 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 8,255.9605 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,255.9605 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 6.1514 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6.1514 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 715.1107 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 715.1107 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
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 |
|---|---|---|---|---|---|---|
| May 22, 2017 Filed May 24, 2017 20:35 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,991.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034966 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,290.447 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 08, 2017 Filed May 9, 2017 20:55 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 943 | $99.37 | $93,705.91 |
DisclosureSEC source: 0000018230-17-000158 · edgar.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 943 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:57 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 28,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-17-000030 · edgar.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,409 F1 · shares: Award of restricted common stock subject to time vesting. Read SEC document |
| May 17, 2016 Filed May 19, 2016 20:32 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 9,525.442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-121701 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,865.097 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 19, 2015 Filed May 21, 2015 20:54 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 6,470.113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-045419 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,041.991 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 13, 2014 Filed May 15, 2014 21:55 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 8,218.818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-034342 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,389.018 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| September 03, 2013 Filed Sep 4, 2013 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 7,146.396 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-043019 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,146.396 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| March 30, 2012 Filed Apr 3, 2012 19:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 617.4064 | $31.23 | $19,281.60 |
DisclosureSEC source: 0001127602-12-012837 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,248.3205 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 12, 2012 Filed Mar 14, 2012 20:06 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,130.6998 | $31.44 | $98,429.20 |
DisclosureSEC source: 0001127602-12-010649 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 23,630.9141 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 5,814 shares owned indirectly in benefit plan to direct ownership due to distribution. Read SEC document |
| February 29, 2012 Filed Mar 2, 2012 17:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 630.3236 | $30.59 | $19,281.60 |
DisclosureSEC source: 0001127602-12-009159 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 32,575.6139 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:22 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,117.7047 | $29.41 | $32,871.70 |
DisclosureSEC source: 0001127602-12-003773 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 31,945.2903 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, 2012 Filed Jan 30, 2012 23:04 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 36,100.727 | $29.45 | $1,063,166.41 |
DisclosureSEC source: 0001127602-12-003043 · form4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,827.5856 F3 · kind: Represents portion of the performance shares distributed in cash, after taxes. F4 · balance_after: Reflects transfer of 36,100 shares owned indirectly in benefit plan to direct ownership due to distribution of performance shares. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 23:04 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 36,580.713 | $29.45 | $1,077,302.00 |
DisclosureSEC source: 0001127602-12-003043 · form4.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 66,928.3126 F2 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 23:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 108,781.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003043 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 103,509.0256 F1 · kind: Total performance shares distributed. Read SEC document |
| January 26, 2012 Filed Feb 16, 2012 20:34 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 36,584.109 | $29.45 | $1,077,402.01 |
DisclosureSEC source: 0001127602-12-006346 · form4a.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,827.5856 F2 · kind: Mandatory tax withholding on distribution of performance shares. F3 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 26, 2012 Filed Feb 16, 2012 20:34 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 36,099.331 | $29.45 | $1,063,125.30 |
DisclosureSEC source: 0001127602-12-006346 · form4a.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 0 F1 · kind: Represents portion of the performance shares distributed in cash, after taxes. F3 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| December 30, 2011 Filed Jan 4, 2012 22:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 735.7142 | $30.24 | $22,248.00 |
DisclosureSEC source: 0001127602-12-000761 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,827.5856 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, 2011 Filed Dec 2, 2011 17:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 767.7018 | $28.98 | $22,248.00 |
DisclosureSEC source: 0001127602-11-030974 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,091.8714 F1 · kind: Represents shares purchased by the reporting person with automatic payroll deductions and partial company matching contributions in the form of deferred stock units settled only in stock on a 1-for-1 basis. Read SEC document |
| October 31, 2011 Filed Nov 2, 2011 20:21 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,172.0711 | $29.31 | $34,353.40 |
DisclosureSEC source: 0001127602-11-028428 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 29,324.1696 F1 · kind: Represents shares purchased by the reporting person with automatic payroll deductions and partial company matching contributions in the form of deferred stock units settled only in stock on a 1-for-1 basis. Read SEC document |
| September 30, 2011 Filed Oct 4, 2011 20:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 780.0842 | $28.52 | $22,248.00 |
DisclosureSEC source: 0001127602-11-026694 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 28,152.0985 F1 · kind: Represents shares purchased by the reporting person with automatic payroll deductions and partial company matching contributions in the form of deferred stock units settled only in stock on a 1-for-1 basis. Read SEC document |
| August 31, 2011 Filed Sep 1, 2011 21:20 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 781.1798 | $28.48 | $22,248.00 |
DisclosureSEC source: 0001127602-11-024674 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 27,372.0143 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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, 2011 Filed Aug 2, 2011 21:25 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,133.6137 | $29.26 | $33,169.54 |
DisclosureSEC source: 0001127602-11-022611 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,590.8345 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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 30, 2011 Filed Jul 5, 2011 14:46 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 708.3096 | $31.41 | $22,248.00 |
DisclosureSEC source: 0001127602-11-020398 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 25,457.2208 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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 |
| May 31, 2011 Filed Jun 2, 2011 20:21 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 704.943 | $31.56 | $22,248.00 |
DisclosureSEC source: 0001127602-11-018348 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,748.9112 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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, 2011 Filed May 3, 2011 22:11 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 942.1903 | $31.12 | $29,320.96 |
DisclosureSEC source: 0001127602-11-014844 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,043.9682 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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, 2011 Filed Apr 4, 2011 22:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 630.1176 | $30.60 | $19,281.60 |
DisclosureSEC source: 0001127602-11-012137 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 23,101.7779 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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, 2011 Filed Mar 14, 2011 18:49 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,982.1233 | $28.61 | $85,318.55 |
DisclosureSEC source: 0001127602-11-010081 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 22,471.6603 F1 · kind: Mandatory tax withholding of shares. F2 · balance_after: Reflects transfer of 5,537 shares indirectly held in benefit plan to direct ownership. Read SEC document |
| February 28, 2011 Filed Mar 2, 2011 22:35 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 679.4078 | $28.38 | $19,281.59 |
DisclosureSEC source: 0001127602-11-008518 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,990.7836 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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, 2011 Filed Feb 17, 2011 19:08 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (Right to Buy) - SPDP · Derivative | 8,501 | $0.00 Strike: $28.24 | $0.00 |
DisclosureSEC source: 0001127602-11-006015 · form4.xml · derivative · entry 6 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,501 Underlying: Common Stock · 8,501 shares Expires 2021-02-15 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, 2011 Filed Feb 1, 2011 21:08 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,156.1892 | $27.52 | $31,818.33 |
DisclosureSEC source: 0001127602-11-003219 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,311.3758 F1 · kind: Represents shares purchased by the reporting person with automatic deductions from payroll 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, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · derivative · entry 11 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,659 Underlying: Common Stock · 1,110 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. F6 · derivative.exercise_price: Restricted stock units acquired pursuant to 2006 Incentive Plan. Each unit will convert into one share of Issuer's common stock. Units vest on 01/27/2015. Vesting (but not distribution) is accelerated on retirement eligibility F4 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. F6 · derivative.exercise_date: Restricted stock units acquired pursuant to 2006 Incentive Plan. Each unit will convert into one share of Issuer's common stock. Units vest on 01/27/2015. Vesting (but not distribution) is accelerated on retirement eligibility F6 · derivative.expiration_date: Restricted stock units acquired pursuant to 2006 Incentive Plan. Each unit will convert into one share of Issuer's common stock. Units vest on 01/27/2015. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units · Derivative | 49,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · derivative · entry 10 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,769 Underlying: Common Stock · 49,769 shares Expires not disclosed F6 · derivative.exercise_price: Restricted stock units acquired pursuant to 2006 Incentive Plan. Each unit will convert into one share of Issuer's common stock. Units vest on 01/27/2015. Vesting (but not distribution) is accelerated on retirement eligibility F6 · derivative.exercise_date: Restricted stock units acquired pursuant to 2006 Incentive Plan. Each unit will convert into one share of Issuer's common stock. Units vest on 01/27/2015. Vesting (but not distribution) is accelerated on retirement eligibility F6 · derivative.expiration_date: Restricted stock units acquired pursuant to 2006 Incentive Plan. Each unit will convert into one share of Issuer's common stock. Units vest on 01/27/2015. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,110 | $28.13 | $31,224.30 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · nonDerivative · entry 5 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 29,155.1866 F4 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. F5 · balance_after: Reflects transfer of 21,933 shares from indirect to direct due to distribution of performance shares. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,110 | $28.13 | $31,224.30 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · nonDerivative · entry 4 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 52,198.1866 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. F4 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 21,933.7519 | $28.13 | $616,996.44 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 51,088.1866 F3 · kind: Represents portion of the performance shares distributed in cash, after taxes. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 20,149.7281 | $28.13 | $566,811.85 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 73,021.9385 F2 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 64,016.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002990 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 93,171.6666 F1 · kind: Total performance shares distributed. Read SEC document |
| January 27, 2011 Filed Feb 10, 2011 22:01 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 20,157.5064 | $28.13 | $567,030.66 |
DisclosureSEC source: 0001127602-11-004840 · form4a.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 30,926.6802 F2 · kind: Mandatory tax withholding on distribution of performance shares. F3 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 27, 2011 Filed Feb 10, 2011 22:01 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 21,929.9736 | $28.13 | $616,890.16 |
DisclosureSEC source: 0001127602-11-004840 · form4a.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 51,084.1866 F1 · kind: Represents portion of the performance shares distributed in cash, after taxes. F3 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| December 31, 2010 Filed Jan 4, 2011 22:59 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 652.0764 | $29.38 | $19,158.00 |
DisclosureSEC source: 0001127602-11-000840 · form4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 29,155.1866 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, 2010 Filed Dec 2, 2010 21:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 689.3846 | $27.79 | $19,158.00 |
DisclosureSEC source: 0001225208-10-026168 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 28,503.1102 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 29, 2010 Filed Nov 2, 2010 21:25 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,066.3816 | $28.50 | $30,391.88 |
DisclosureSEC source: 0001225208-10-024030 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 27,813.7256 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, 2010 Filed Oct 4, 2010 21:22 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 669.8602 | $28.60 | $19,158.00 |
DisclosureSEC source: 0001225208-10-022096 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,747.344 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, 2010 Filed Sep 2, 2010 18:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 708.7682 | $27.03 | $19,158.00 |
DisclosureSEC source: 0001225208-10-020243 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,077.4838 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, 2010 Filed Sep 2, 2010 18:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 708.7682 | $27.03 | $19,158.00 |
DisclosureSEC source: 0001225208-10-020257 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,077.4838 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, 2010 Filed Sep 2, 2010 18:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 708.7682 | $27.03 | $19,158.00 |
DisclosureSEC source: 0001225208-10-020267 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,077.4838 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 30, 2010 Filed Aug 3, 2010 20:06 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,130.9885 | $25.94 | $29,337.84 |
DisclosureSEC source: 0001225208-10-018159 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 25,368.7156 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 30, 2010 Filed Jul 2, 2010 18:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 791.98 | $24.19 | $19,158.00 |
DisclosureSEC source: 0001225208-10-016473 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,237.7271 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, 2010 Filed Jun 17, 2010 21:13 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 6,028 | $0.00 Strike: $25.54 | $0.00 |
DisclosureSEC source: 0001225208-10-015437 · doc4.xml · derivative · entry 6 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,028 Underlying: Common Stock · 6,028 shares Expires 2020-06-15 F1 · kind: 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 28, 2010 Filed Jun 2, 2010 19:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 783.8518 | $24.30 | $19,047.60 |
DisclosureSEC source: 0001225208-10-014422 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 23,445.7471 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.