Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walmart Inc.WMT · Entity 783 | Director | May 28, 2026 | May 29, 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.
Walmart Inc.
Report date May 28, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 4,174,578.707 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Sale · Disposed 19,416 · Balance 4,174,578.707 F1: This sale was executed pursuant to a Rule 10b5-1 Plan that was entered into by the Reporting Person during an open trading window and disclosed by the Issuer on Form 8-K on March 17, 2025. This sale was executed in multiple trades ranging from $118.38 to $118.79, inclusive. The price reported above represents the weighted average sale price. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. |
| CommonSEC Table I · non-derivative | IndirectBy 401(k) | 5,797.1916 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,797.1916 |
| CommonSEC Table I · non-derivative | IndirectBy Trust for Children | 415,203 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 415,203 |
| CommonSEC Table I · non-derivative | IndirectBy Wife's Trust for Children | 57,270 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 57,270 |
| CommonSEC Table I · non-derivative | IndirectBy Marital Trust | 173,466 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 173,466 |
| CommonSEC Table I · non-derivative | IndirectBy Trust for Wife | 5,223 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,223 |
| CommonSEC Table I · non-derivative | IndirectBy Son | 6,777 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 6,777 |
| CommonSEC Table I · non-derivative | IndirectBy Wife's Trust for Children and Reporting Person | 395,970 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 395,970 |
Filing footnotes · ownership attribution and instrument terms
F1: This sale was executed pursuant to a Rule 10b5-1 Plan that was entered into by the Reporting Person during an open trading window and disclosed by the Issuer on Form 8-K on March 17, 2025. This sale was executed in multiple trades ranging from $118.38 to $118.79, inclusive. The price reported above represents the weighted average sale price. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| August 12, 2005 Filed Aug 15, 2005 20:33 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 60,864 | $48.70 | $2,964,076.80 |
DisclosureSEC source: 0001005477-05-002769 · edgar123.xml · nonDerivative · entry 2 McMillon C Douglas · CIK 0001335782 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,635 Read SEC document |
| August 12, 2005 Filed Aug 15, 2005 20:33 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 46 | $48.70 | $2,240.20 |
DisclosureSEC source: 0001005477-05-002769 · edgar123.xml · nonDerivative · entry 1 McMillon C Douglas · CIK 0001335782 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,771 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. 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.