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 |
|---|---|---|---|---|---|---|
| April 30, 2010 Filed May 4, 2010 21:27 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 970.906 | $26.06 | $25,301.81 |
DisclosureSEC source: 0001225208-10-011932 · 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: 22,661.8953 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 31, 2010 Filed Apr 2, 2010 18:29 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 617.4845 | $25.84 | $15,955.80 |
DisclosureSEC source: 0001225208-10-009617 · 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: 21,690.9893 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 10, 2010 Filed Mar 12, 2010 20:01 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,993.0327 | $25.52 | $76,382.19 |
DisclosureSEC source: 0001225208-10-008062 · 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: 21,073.5048 F1 · kind: Represents mandatory tax withholding of shares. F2 · balance_after: Reflects transfer of 5,557 shares owned indirectly in benefit plan to direct ownership. Read SEC document |
| February 26, 2010 Filed Mar 2, 2010 22:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 633.6156 | $24.81 | $15,720.00 |
DisclosureSEC source: 0001225208-10-006692 · 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: 29,623.5375 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 16, 2010 Filed Feb 18, 2010 21:17 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 8,551 | $0.00 Strike: $25.32 | $0.00 |
DisclosureSEC source: 0001225208-10-004963 · 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: 8,551 Underlying: Common Stock · 8,551 shares Expires 2020-02-16 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 |
| January 29, 2010 Filed Feb 2, 2010 23:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,082.07 | $25.36 | $27,441.30 |
DisclosureSEC source: 0001225208-10-003224 · 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: 28,989.9219 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| January 28, 2010 Filed Feb 2, 2010 02:04 UTC | AT&T INC. T · Entity 1012 | Tax withholdingRestricted Stock Units · Derivative | 795 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-002931 · doc4.xml · derivative · entry 9 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,021 Underlying: Common Stock · 795 shares Expires not disclosed F6 · derivative.exercise_price: Mandatory tax withholding on Restricted Stock Units. F6 · kind: Mandatory tax withholding on Restricted Stock Units. F6 · derivative.exercise_date: Mandatory tax withholding on Restricted Stock Units. F6 · derivative.expiration_date: Mandatory tax withholding on Restricted Stock Units. Read SEC document |
| January 28, 2010 Filed Feb 2, 2010 02:04 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units · Derivative | 54,816 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-002931 · doc4.xml · derivative · entry 8 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,816 Underlying: Common Stock · 54,816 shares Expires not disclosed F5 · 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 1/2 on 01/28/2013 and 1/2 on 01/26/2014. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/2 on 01/28/2013 and 1/2 on 01/26/2014. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/2 on 01/28/2013 and 1/2 on 01/26/2014. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 28, 2010 Filed Feb 2, 2010 02:04 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 27,635.7232 | $25.54 | $705,816.37 |
DisclosureSEC source: 0001225208-10-002931 · doc4.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: 27,907.8519 F3 · kind: Represents portion of the performance shares distributed in cash, after taxes. F4 · balance_after: Reflects transfer of 27,634 shares from indirect to direct due to distribution of performance shares. Read SEC document |
| January 28, 2010 Filed Feb 2, 2010 02:04 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 26,244.2768 | $25.54 | $670,278.83 |
DisclosureSEC source: 0001225208-10-002931 · doc4.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: 55,543.5751 F2 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 28, 2010 Filed Feb 2, 2010 02:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 81,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-002931 · 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: 81,787.8519 F1 · kind: Total performance shares distributed. Read SEC document |
| January 28, 2010 Filed Apr 14, 2010 21:42 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingRestricted Stock Units · Derivative | 1,222.8183 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-010348 · doc4a.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,593.1817 Underlying: Common Stock · 1,222.8183 shares Expires not disclosed F1 · derivative.exercise_price: Mandatory tax withholding on Restricted Stock Units. F1 · kind: Mandatory tax withholding on Restricted Stock Units. F2 · shares: Amended to reflect correct number of shares withheld for taxes. F1 · derivative.exercise_date: Mandatory tax withholding on Restricted Stock Units. F1 · derivative.expiration_date: Mandatory tax withholding on Restricted Stock Units. Read SEC document |
| December 31, 2009 Filed Jan 5, 2010 22:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 663.5748 | $28.03 | $18,600.00 |
DisclosureSEC source: 0001225208-10-000698 · 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: 27,907.8519 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, 2009 Filed Dec 2, 2009 22:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 690.423 | $26.94 | $18,600.00 |
DisclosureSEC source: 0001225208-09-023811 · 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: 27,244.2771 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 30, 2009 Filed Nov 3, 2009 22:09 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,130.6397 | $25.67 | $29,023.52 |
DisclosureSEC source: 0001225208-09-021541 · 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: 26,553.8541 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, 2009 Filed Oct 2, 2009 20:37 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 688.6338 | $27.01 | $18,600.00 |
DisclosureSEC source: 0001225208-09-019983 · 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: 25,423.2144 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, 2009 Filed Sep 2, 2009 21:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 714.0116 | $26.05 | $18,600.00 |
DisclosureSEC source: 0001225208-09-018365 · 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: 24,734.5806 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 31, 2009 Filed Aug 4, 2009 20:46 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,067.884 | $26.23 | $28,010.60 |
DisclosureSEC source: 0001225208-09-016700 · 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: 24,020.569 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, 2009 Filed Jul 2, 2009 20:30 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 748.7924 | $24.84 | $18,600.00 |
DisclosureSEC source: 0001225208-09-015049 · 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: 22,952.685 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, 2009 Filed Jun 17, 2009 18:52 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 6,053 | $0.00 Strike: $24.63 | $0.00 |
DisclosureSEC source: 0001225208-09-014308 · 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: 6,053 Underlying: Common Stock · 6,053 shares Expires 2019-06-15 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 29, 2009 Filed Jun 2, 2009 20:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 740.6211 | $24.79 | $18,360.00 |
DisclosureSEC source: 0001225208-09-013556 · 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: 22,203.8926 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| April 30, 2009 Filed May 4, 2009 21:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 941.9878 | $25.62 | $24,133.73 |
DisclosureSEC source: 0001225208-09-011396 · 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: 21,463.2715 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 31, 2009 Filed Apr 2, 2009 21:29 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 623.8094 | $25.20 | $15,720.00 |
DisclosureSEC source: 0001225208-09-009693 · 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: 20,521.2837 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 22:22 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,361.3551 | $23.02 | $54,358.39 |
DisclosureSEC source: 0001225208-09-006866 · 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: 19,897.4743 F1 · kind: Represents mandatory tax withholding of shares. F2 · balance_after: Reflects transfer of 4,383 shares owned indirectly in benefit plan to direct ownership. Read SEC document |
| February 27, 2009 Filed Mar 3, 2009 23:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 661.3378 | $23.77 | $15,720.00 |
DisclosureSEC source: 0001225208-09-005869 · 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: 26,641.8294 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 17, 2009 Filed Feb 19, 2009 19:26 UTC | AT&T INC. T · Entity 1012 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,491 | $0.00 Strike: $23.22 | $0.00 |
DisclosureSEC source: 0001225208-09-004251 · 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: 7,491 Underlying: Common Stock · 7,491 shares Expires 2019-02-17 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 |
| January 30, 2009 Filed Feb 3, 2009 22:05 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,053.6158 | $24.62 | $25,940.02 |
DisclosureSEC source: 0001225208-09-002813 · 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: 25,980.4916 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 22:38 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 34,938.247 | $24.71 | $863,324.08 |
DisclosureSEC source: 0001225208-09-002504 · doc4.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: 24,926.8758 F5 · kind: Represents portion of the performance shares distributed in cash, after taxes. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 22:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 34,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002504 · doc4.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: 59,865.1228 F4 · kind: Represents portion of the performance shares distributed in issuer's shares, after taxes. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 22:38 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 34,489.0632 | $24.71 | $852,224.75 |
DisclosureSEC source: 0001225208-09-002504 · doc4.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: 94,802.1228 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 22:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 104,364.3102 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002504 · doc4.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: 129,291.186 F2 · kind: Total performance shares distributed. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 22:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 34,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-002504 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,571.6582 F1 · kind: Reflects change in ownership from indirect to direct due to distribution of performance shares. Read SEC document |
| January 29, 2009 Filed Feb 26, 2009 22:47 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 34,966.7409 | $24.71 | $864,028.17 |
DisclosureSEC source: 0001225208-09-005133 · doc4a.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: 24,926.8758 F5 · kind: Represents portion of the performance shares distributed in cash, after taxes. F2 · 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 29, 2009 Filed Feb 26, 2009 22:47 UTC Amendment | AT&T INC. T · Entity 1012 | GrantCommon Stock | 34,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-005133 · doc4a.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: 59,893.6167 F4 · kind: Represents portion of the performance shares distributed in issuer's shares, after taxes. F2 · 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 29, 2009 Filed Feb 26, 2009 22:47 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 34,432.5693 | $24.71 | $850,828.79 |
DisclosureSEC source: 0001225208-09-005133 · doc4a.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: 94,858.6167 F3 · kind: Mandatory tax withholding on distribution of performance shares. F2 · 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 29, 2009 Filed Feb 26, 2009 22:47 UTC Amendment | AT&T INC. T · Entity 1012 | GrantCommon Stock | 34,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-005133 · doc4a.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · CEO-AT&T Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,599.6582 F1 · kind: Reflects change in ownership from indirect to direct due to distribution of performance shares. F2 · 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, 2008 Filed Jan 5, 2009 21:34 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 652.6316 | $28.50 | $18,600.00 |
DisclosureSEC source: 0001225208-09-000464 · 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: 24,926.8758 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 28, 2008 Filed Dec 2, 2008 20:51 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 651.2604 | $28.56 | $18,600.00 |
DisclosureSEC source: 0001225208-08-018872 · 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: 24,274.2442 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| October 31, 2008 Filed Nov 4, 2008 22:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,032.359 | $26.77 | $27,636.25 |
DisclosureSEC source: 0001225208-08-017365 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 23,622.9838 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, 2008 Filed Oct 2, 2008 21:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 666.189 | $27.92 | $18,600.00 |
DisclosureSEC source: 0001225208-08-015712 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 22,590.6248 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 29, 2008 Filed Sep 3, 2008 20:55 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 581.4318 | $31.99 | $18,600.00 |
DisclosureSEC source: 0001225208-08-014400 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 21,924.4358 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 31, 2008 Filed Aug 4, 2008 22:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 869.5035 | $30.81 | $26,789.40 |
DisclosureSEC source: 0001225208-08-012996 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 21,343.004 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, 2008 Filed Jul 2, 2008 20:27 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 552.0926 | $33.69 | $18,600.00 |
DisclosureSEC source: 0001225208-08-011352 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 20,473.5005 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 16, 2008 Filed Jun 18, 2008 20:20 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 3,888 | $0.00 Strike: $36.17 | $0.00 |
DisclosureSEC source: 0001225208-08-010493 · doc4.xml · derivative · entry 6 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,888 Underlying: Common Stock · 3,888 shares Expires 2018-06-16 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. Read SEC document |
| May 30, 2008 Filed Jun 3, 2008 20:52 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 466.1654 | $39.90 | $18,600.00 |
DisclosureSEC source: 0001225208-08-009878 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 19,921.4079 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| April 30, 2008 Filed May 2, 2008 20:54 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 607.4685 | $38.71 | $23,515.11 |
DisclosureSEC source: 0001225208-08-007662 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 19,455.2425 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 31, 2008 Filed Apr 2, 2008 21:09 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 404.0593 | $38.30 | $15,475.47 |
DisclosureSEC source: 0001225208-08-006028 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 18,847.774 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 10, 2008 Filed Mar 12, 2008 20:36 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,928.1224 | $34.65 | $66,809.44 |
DisclosureSEC source: 0001225208-08-004847 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 18,443.7147 F1 · kind: Represents mandatory tax withholding of shares. F2 · balance_after: Reflects transfer of shares owned indirectly in benefit plan to direct ownership. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 437.2938 | $34.83 | $15,230.94 |
DisclosureSEC source: 0001225208-08-004278 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 23,951.8371 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 15, 2008 Filed Feb 19, 2008 22:02 UTC | AT&T INC. T · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 5,222 | $0.00 Strike: $37.88 | $0.00 |
DisclosureSEC source: 0001225208-08-003028 · doc4.xml · derivative · entry 6 WILKINS RAYFORD JR · CIK 0001184395 · Grp.Pres.-Diversified Bus. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,222 Underlying: Common Stock · 5,222 shares Expires 2018-02-15 F4 · 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. F5 · shares: Represents number of options granted. Reporting person may purchase one share of Issuer's common stock per option. 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.