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 |
|---|---|---|---|---|---|---|
| January 29, 2004 Filed Feb 2, 2004 20:58 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 22,507.4 | $0.00 | $0.00 |
DisclosureSEC source: 0000732717-04-000128 · doc4.xml · nonDerivative · entry 5 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 36,002.85 F2 · kind: Total performance shares distributed. 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 1 WILKINS RAYFORD JR · CIK 0001184395 · Grp. Pres.-SBC Mktg. and Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,459.478 F1 · kind: Represents portion of the performance shares distributed in SBC shares and are now held directly. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 19:10 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 618.335 | $26.07 | $16,119.99 |
DisclosureSEC source: 0000732717-04-000043 · 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: 13,495.45 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 |
| November 28, 2003 Filed Dec 2, 2003 16:41 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 692.44 | $23.28 | $16,120.00 |
DisclosureSEC source: 0000732717-03-000942 · 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: 12,877.115 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 |
| October 31, 2003 Filed Nov 3, 2003 22:55 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 852.976 | $23.98 | $20,454.36 |
DisclosureSEC source: 0000732717-03-000876 · 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: 12,184.675 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 |
| September 30, 2003 Filed Oct 1, 2003 21:21 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 724.494 | $22.25 | $16,119.99 |
DisclosureSEC source: 0000732717-03-000774 · 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: 11,331.699 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 |
| August 29, 2003 Filed Sep 3, 2003 19:08 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 716.763 | $22.49 | $16,120.00 |
DisclosureSEC source: 0000732717-03-000717 · 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: 10,607.205 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 |
| July 31, 2003 Filed Aug 4, 2003 13:57 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 825.233 | $23.36 | $19,277.44 |
DisclosureSEC source: 0000732717-03-000685 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 9,890.442 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. F2 · balance_after: Also beneficially holds SBC shares as follows: 74,054.582 held directly; 5,871.868 by 401(k) (as of 6/30/2003); 606.417 by PAYSOP ; 3.912 by spouse; and 449.781 by spouse IRA. Read SEC document |
| July 25, 2003 Filed Jul 29, 2003 16:33 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionEmployee Stock Option (right to buy) - SSP · Derivative | 298 | $0.00 Strike: $20.13 | $0.00 |
DisclosureSEC source: 0000732717-03-000650 · primary_doc.xml · derivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 298 shares Expires 2003-08-02 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 |
| July 25, 2003 Filed Jul 29, 2003 16:33 UTC | AT&T INC. SBC · Entity 1012 | Tax withholdingCommon Stock | 11 | $23.30 | $256.30 |
DisclosureSEC source: 0000732717-03-000650 · primary_doc.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,054.582 F1 · balance_after: Also beneficially holds SBC shares as follows: 5,892.201 by 401(k); 606.417 by PAYSOP; 3.912 by spouse; and 449.781 by spouse IRA; and 9,065.209 by benefit plans. Read SEC document |
| July 25, 2003 Filed Jul 29, 2003 16:33 UTC | AT&T INC. SBC · Entity 1012 | Exercise / conversionCommon Stock | 298 | $20.13 | $5,997.25 |
DisclosureSEC source: 0000732717-03-000650 · primary_doc.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,065.582 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 |
| June 30, 2003 Filed Jul 1, 2003 19:06 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 606.654 | $25.55 | $15,500.01 |
DisclosureSEC source: 0000732717-03-000523 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 9,065.209 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. F2 · balance_after: Also beneficially holds SBC shares as follows: 73,767.582 held directly; 5,892.201 by 401(k); 606.417 by PAYSOP; 3.912 by spouse; and 449.781 by spouse IRA. Read SEC document |
| June 02, 2003 Filed Jun 4, 2003 16:10 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 4,542 | $0.00 Strike: $25.80 | $0.00 |
DisclosureSEC source: 0000732717-03-000462 · doc4.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,542 Underlying: Common Stock · 4,542 shares Expires 2013-05-31 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 · balance_after: Represents number of options granted. Employee may purchase one share of SBC common stock per option. F3 · balance_after: Also beneficially holds SBC shares as follows: 73,767.582 held directly; 8,458.555 by benefit plans; 5,892.201 by 401(k); 606.417 by PAYSOP; 3.912 by spouse; 449.781 by spouse IRA. Read SEC document |
| May 30, 2003 Filed Jun 2, 2003 20:43 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 608.798 | $25.46 | $15,500.00 |
DisclosureSEC source: 0000732717-03-000431 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plans Disclosed balance after: 8,458.555 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.