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 |
|---|---|---|---|---|---|---|
| September 30, 2005 Filed Oct 4, 2005 14:20 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 695.7864 | $23.97 | $16,678.00 |
DisclosureSEC source: 0001225208-05-002637 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 22,218.3464 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| August 31, 2005 Filed Sep 1, 2005 21:27 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 692.608 | $24.08 | $16,678.00 |
DisclosureSEC source: 0001225208-05-002361 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 21,522.56 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 29, 2005 Filed Aug 2, 2005 18:59 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 944.4206 | $24.45 | $23,091.08 |
DisclosureSEC source: 0001225208-05-002044 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 20,829.952 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, 2005 Filed Jul 1, 2005 16:21 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 702.2316 | $23.75 | $16,678.00 |
DisclosureSEC source: 0000732717-05-000391 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 19,885.5314 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| June 15, 2005 Filed Jun 16, 2005 19:32 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SPDP · Derivative | 5,667 | $0.00 Strike: $24.01 | $0.00 |
DisclosureSEC source: 0000732717-05-000345 · doc4.xml · derivative · entry 7 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,667 Underlying: Common Stock · 5,667 shares Expires 2015-06-15 F1 · kind: Options were acquired pursuant to the SBC Stock Purchase and Deferral Plan, where two options are issued for each share purchased by a participant's contributions. Options are exercisable upon termination of employment or one year after issuance, whichever is earlier. F2 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| May 31, 2005 Filed Jun 2, 2005 18:16 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 713.3448 | $23.38 | $16,678.00 |
DisclosureSEC source: 0000732717-05-000313 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 19,183.2998 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| April 29, 2005 Filed May 3, 2005 17:21 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 938.3174 | $23.80 | $22,331.95 |
DisclosureSEC source: 0000732717-05-000262 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 18,469.955 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| March 31, 2005 Filed Apr 4, 2005 16:16 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 704.0102 | $23.69 | $16,678.00 |
DisclosureSEC source: 0000732717-05-000214 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 17,531.6376 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 28, 2005 Filed Mar 2, 2005 22:01 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 693.472 | $24.05 | $16,678.00 |
DisclosureSEC source: 0000732717-05-000166 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 16,827.6274 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 01, 2005 Filed Feb 3, 2005 17:03 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 8,982 | $0.00 Strike: $23.92 | $0.00 |
DisclosureSEC source: 0000732717-05-000135 · doc4.xml · derivative · entry 7 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,982 Underlying: Common Stock · 8,982 shares Expires 2015-01-30 F1 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F2 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 19:05 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 913.2959 | $23.76 | $21,699.91 |
DisclosureSEC source: 0000732717-05-000113 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 16,134.1554 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:44 UTC | AT&T INC. SBC · Entity 1012 | Disposition to issuerCommon Stock | 15,019 | $23.67 | $355,499.73 |
DisclosureSEC source: 0000732717-05-000064 · doc4.xml · nonDerivative · entry 6 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 15,220.8595 F4 · kind: Represents portion of the performance shares distributed in cash. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:44 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 9,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-05-000064 · doc4.xml · nonDerivative · entry 5 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 30,239.8595 F1 · kind: Represents portion of the performance shares distributed in SBC shares and are now held directly. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:44 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 5,475 | $23.67 | $129,593.25 |
DisclosureSEC source: 0000732717-05-000064 · doc4.xml · nonDerivative · entry 4 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 39,783.8595 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:44 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 30,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-05-000064 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 45,258.8595 F2 · kind: Total performance shares distributed. Read SEC document |
| January 27, 2005 Filed Jan 31, 2005 17:44 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 9,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-05-000064 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,315.8019 F1 · kind: Represents portion of the performance shares distributed in SBC shares and are now held directly. Read SEC document |
| December 31, 2004 Filed Jan 4, 2005 17:05 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 647.1866 | $25.77 | $16,678.00 |
DisclosureSEC source: 0000732717-05-000031 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 15,220.8595 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| November 30, 2004 Filed Dec 1, 2004 23:38 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 662.6142 | $25.17 | $16,678.00 |
DisclosureSEC source: 0000732717-04-000715 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 14,573.6729 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 12, 2004 Filed Nov 16, 2004 16:25 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SOP · Derivative | 26,000 | $0.00 Strike: $23.69 | $0.00 |
DisclosureSEC source: 0000732717-04-000671 · doc4.xml · derivative · entry 10 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,000 shares Expires 2005-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 12, 2004 Filed Nov 16, 2004 16:25 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 3,678 | $0.00 Strike: $23.69 | $0.00 |
DisclosureSEC source: 0000732717-04-000671 · doc4.xml · derivative · entry 9 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,678 shares Expires 2005-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 12, 2004 Filed Nov 16, 2004 16:25 UTC | AT&T INC. SBC · Entity 1012 | SaleCommon Stock | 29,678 | $26.20 | $777,563.60 |
DisclosureSEC source: 0000732717-04-000671 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,592.1899 F1 · balance_after: Includes 353.0710 shares acquired 11/1/04 at a price of $25.509 through reinvested dividends under dividend reinvestment plan. F2 · balance_after: Includes 178.6320 shares acquired on 8/3/04 at a price of $25.550 through reinvested dividends under broker-administered dividen d reinvestment plan. Read SEC document |
| November 12, 2004 Filed Nov 16, 2004 16:25 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 26,000 | $23.69 | $615,862.00 |
DisclosureSEC source: 0000732717-04-000671 · doc4.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,270.1899 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 12, 2004 Filed Nov 16, 2004 16:25 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 3,678 | $23.69 | $87,120.79 |
DisclosureSEC source: 0000732717-04-000671 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,270.1899 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 29, 2004 Filed Nov 2, 2004 16:48 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 822.1804 | $25.26 | $20,768.28 |
DisclosureSEC source: 0000732717-04-000642 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres. and CEO-EBS 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 13,911.0587 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, 2004 Filed Oct 1, 2004 22:03 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 642.6975 | $25.95 | $16,678.00 |
DisclosureSEC source: 0000732717-04-000586 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 13,088.8783 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, 2004 Filed Sep 2, 2004 13:46 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 646.6848 | $25.79 | $16,678.00 |
DisclosureSEC source: 0000732717-04-000551 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 12,446.1808 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 30, 2004 Filed Aug 2, 2004 20:43 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 793.893 | $25.34 | $20,117.25 |
DisclosureSEC source: 0000732717-04-000522 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 11,799.496 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, 2004 Filed Jul 2, 2004 18:30 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 687.753 | $24.25 | $16,678.01 |
DisclosureSEC source: 0000732717-04-000452 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 11,005.603 F2 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| June 01, 2004 Filed Jun 2, 2004 20:15 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 4,261 | $0.00 Strike: $23.74 | $0.00 |
DisclosureSEC source: 0000732717-04-000393 · doc4.xml · derivative · entry 7 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,261 Underlying: Common Stock · 4,261 shares Expires 2014-05-30 F5 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F6 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| May 28, 2004 Filed Jun 2, 2004 20:15 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 703.713 | $23.70 | $16,678.00 |
DisclosureSEC source: 0000732717-04-000393 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 10,317.85 F3 · 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 |
| May 28, 2004 Filed Jun 2, 2004 20:15 UTC | AT&T INC. SBC · Entity 1012 | SaleCommon Stock | 0.998 | $23.92 | $23.87 |
DisclosureSEC source: 0000732717-04-000393 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,534.953 F1 · balance_after: Includes 346.590 shares acquired 5/3/04 at a price of $25.36 through reinvested dividends under dividend reinvestment plan. F2 · balance_after: Includes .998 shares acquired during the time period 11/3/03 through 5/3/04 at a price range of $25.455-$26.407 through reinveste d dividends under broker-administered dividend reinvestment plan. Read SEC document |
| April 30, 2004 Filed May 4, 2004 19:27 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 780.661 | $24.90 | $19,438.46 |
DisclosureSEC source: 0000732717-04-000324 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 9,614.137 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SOP · Derivative | 13,000 | $0.00 Strike: $20.94 | $0.00 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · derivative · entry 12 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,000 shares Expires 2004-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options vest in two equal annual increments beginning on 08/01/96. F2 · balance_after: Number of options shown on Form 3 should have been 13,000.000. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 626 | $0.00 Strike: $20.94 | $0.00 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · derivative · entry 11 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 626 shares Expires 2004-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 632 | $0.00 Strike: $21.25 | $0.00 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · derivative · entry 10 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 632 shares Expires 2005-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | SaleCommon Stock | 14,258 | $25.51 | $363,721.58 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · nonDerivative · entry 4 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,188.363 Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 632 | $21.25 | $13,430.00 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,446.363 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 626 | $20.94 | $13,106.56 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,814.363 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2004 Filed Apr 30, 2004 18:55 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 13,000 | $20.94 | $272,181.00 |
DisclosureSEC source: 0000732717-04-000280 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,188.363 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 14:55 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 668.256 | $24.54 | $16,399.00 |
DisclosureSEC source: 0000732717-04-000238 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 8,833.476 F2 · kind: Automatic purchase of shares through SBC Stock Savings Plan 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, 2004 Filed Mar 12, 2004 16:44 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 1,700.159 | $24.34 | $41,381.87 |
DisclosureSEC source: 0000732717-04-000210 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 8,165.22 F2 · kind: Represents mandatory tax withholding of shares. Read SEC document |
| February 27, 2004 Filed Mar 1, 2004 23:37 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 671.387 | $24.01 | $16,120.00 |
DisclosureSEC source: 0000732717-04-000197 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 14,964.379 F2 · kind: Automatic purchase of shares through SBC Stock Savings Plan 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 02, 2004 Filed Feb 3, 2004 23:01 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 9,058 | $0.00 Strike: $26.46 | $0.00 |
DisclosureSEC source: 0000732717-04-000159 · doc4.xml · derivative · entry 7 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,058 Underlying: Common Stock · 9,058 shares Expires 2014-01-31 F1 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F2 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| January 30, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 304 | $0.00 Strike: $20.19 | $0.00 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · derivative · entry 13 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 304 shares Expires 2004-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 797.542 | $25.50 | $20,337.32 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 9 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 14,292.992 F5 · kind: Automatic purchase of shares through SBC Stock Savings Plan 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 30, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 304 | $20.19 | $6,136.85 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,745.478 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 18 | $25.70 | $462.60 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,441.478 Read SEC document |
| January 29, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 8,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 8 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 13,495.45 F1 · kind: Represents portion of the performance shares distributed in SBC shares and are now held directly. Read SEC document |
| January 29, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 2,976.7 | $25.70 | $76,501.19 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 7 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 21,772.45 F4 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 29, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | Disposition to issuerCommon Stock | 11,253.7 | $25.70 | $289,220.09 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 6 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 24,749.15 F3 · kind: Represents portion of the performance shares distributed in cash. 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.