Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | September 30, 2026 | October 02, 2026 |
| Palo Alto Networks IncPANW · Entity 1811 | Director | December 09, 2025 | December 11, 2025 |
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.
LOCKHEED MARTIN CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Comp Plan | 1,665.5769 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 96.9563 · Balance 1,665.5769 F1: Phantom stock units convert to common stock on a one-for-one basis. F2: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 2,077.1854 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,077.1854 F1: Phantom stock units convert to common stock on a one-for-one basis. F4: The information pertains to previously acquired stock units under the Lockheed Martin Corporation Amended and Restated Directors Equity Plan exempt under Section 16(b). Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment of awards granted on or after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units convert to common stock on a one-for-one basis.
F2: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service.
F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.
F4: The information pertains to previously acquired stock units under the Lockheed Martin Corporation Amended and Restated Directors Equity Plan exempt under Section 16(b). Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment of awards granted on or after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.
Palo Alto Networks Inc
Report date December 09, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,188 |
Reported balance
After 2025-12-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-09 · Grant · Acquired 2,516 · Balance 14,188 F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 24,924 |
Reported balance
Holding disclosure · report date 2025-12-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,924 F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. F3: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,926 |
Reported balance
Holding disclosure · report date 2025-12-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,926 F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. F4: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date.
F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024.
F3: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F4: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
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 September 30, 2019 · Filed October 02, 2019
Section 16 reporting ended · disclosed 2019-10-02. 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 | 10,770.2522 |
Reported balance
After 2019-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-09-30 · Grant · Acquired 1,055.7612 · Balance 10,770.2522 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 | 203,785 |
Reported balance
After 2019-10-01 transaction · row 2
1 source rowRow 2 · 2019-10-01 · Tax withholding · Disposed 11,625 · Balance 203,785 F2: Mandatory tax withholding on vesting of Restricted Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 6,150.8501 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,150.8501 F3: The amount reported is based on a 401(k) report dated as of August 31, 2019 . |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 96,293 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 96,293 |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 54,118 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 54,118 |
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.
F2: Mandatory tax withholding on vesting of Restricted Stock.
F3: The amount reported is based on a 401(k) report dated as of August 31, 2019 .
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 |
|---|---|---|---|---|---|---|
| February 28, 2020 Filed Mar 3, 2020 23:46 UTC | Palo Alto Networks Inc PANW · Entity 1811 | PurchaseCommon Stock | 2,361 | $182.77 | $431,519.97 |
DisclosureSEC source: 0001209191-20-015632 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,222 F1 · price: This purchase price represents the weighted average purchase price of the shares purchased ranging from $182.18 to $183.16 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares purchased at each separate price within the range set forth in this Form 4. Read SEC document |
| December 09, 2019 Filed Dec 11, 2019 22:17 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 1,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060064 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,861 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 22:35 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 11,625 | $37.41 | $434,891.25 |
DisclosureSEC source: 0001127602-19-029825 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,785 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 22:35 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,055.7612 | $37.84 | $39,950.00 |
DisclosureSEC source: 0001127602-19-029825 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,770.2522 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 21:06 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,133.012 | $35.26 | $39,950.00 |
DisclosureSEC source: 0001127602-19-027903 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,714.491 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 18:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,282.5973 | $34.05 | $43,672.44 |
DisclosureSEC source: 0001127602-19-025810 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,581.479 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:47 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 22,301 | $33.43 | $745,522.43 |
DisclosureSEC source: 0001127602-19-023596 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,410 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,192.1814 | $33.51 | $39,950.00 |
DisclosureSEC source: 0001127602-19-023596 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO, AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,298.8817 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:04 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,297.2531 | $30.58 | $39,670.00 |
DisclosureSEC source: 0001127602-19-020690 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,106.7003 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,242.8606 | $30.96 | $38,478.96 |
DisclosureSEC source: 0001127602-19-017029 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,809.4472 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:41 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,169.0052 | $31.36 | $36,660.00 |
DisclosureSEC source: 0001127602-19-014187 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 3,566.5866 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 21:31 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 5,497.7263 | $29.96 | $164,711.88 |
DisclosureSEC source: 0001127602-19-011074 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 2,397.5814 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 9,359 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:09 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,178.0206 | $31.12 | $36,660.00 |
DisclosureSEC source: 0001127602-19-009567 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 17,254.3077 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2019) · Derivative | 3,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · derivative · entry 9 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,074 Underlying: Common Stock · 3,528 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2019) · Derivative | 94,602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · derivative · entry 8 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,602 Underlying: Common Stock · 94,602 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 27,186.1869 | $30.06 | $817,216.78 |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 16,076.2871 F7 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 17,733.6131 | $30.06 | $533,072.41 |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 43,262.474 F6 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 44,919.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 60,996.0871 F4 · kind: Distribution of performance shares. F5 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,528 | $30.06 | $106,051.68 |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,352 F3 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 3,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,880 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. F2 · price: Restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,467.4159 | $30.06 | $44,110.52 |
DisclosureSEC source: 0001127602-19-003830 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 16,076.2871 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 31, 2019 Filed Feb 12, 2019 22:08 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 27,243.8589 | $30.06 | $818,950.40 |
DisclosureSEC source: 0001127602-19-005430 · form4a.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 16,076.2871 F2 · kind: Amended to reflect actual shares distributed as a result of re-calculation of taxes. Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2019 Filed Feb 12, 2019 22:08 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 17,675.9411 | $30.06 | $531,338.79 |
DisclosureSEC source: 0001127602-19-005430 · form4a.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 43,320.146 F1 · kind: 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, 2019 Filed Jan 31, 2019 23:44 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2015) · Derivative | 56,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003253 · form4.xml · derivative · entry 7 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,862 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:44 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 16,158 | $30.70 | $496,050.60 |
DisclosureSEC source: 0001127602-19-003253 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,352 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 29, 2019 Filed Jan 31, 2019 23:44 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 56,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-003253 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,510 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 · price: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/29/2019. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:07 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,399.7898 | $28.54 | $39,950.00 |
DisclosureSEC source: 0001127602-19-000817 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 14,608.8712 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:44 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 1,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062018 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,172 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:42 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,278.8092 | $31.24 | $39,950.00 |
DisclosureSEC source: 0001127602-18-035144 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 13,209.0814 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 20:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,472.583 | $30.68 | $45,178.85 |
DisclosureSEC source: 0001127602-18-031923 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,930.2722 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,189.6962 | $33.58 | $39,950.00 |
DisclosureSEC source: 0001127602-18-029075 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,457.6892 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 13:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,250.7828 | $31.94 | $39,950.00 |
DisclosureSEC source: 0001127602-18-026721 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,267.993 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 18:22 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,353.8222 | $31.97 | $43,281.70 |
DisclosureSEC source: 0001127602-18-024383 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,017.2102 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 21:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,244.1606 | $32.11 | $39,950.00 |
DisclosureSEC source: 0001127602-18-022336 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,663.388 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,234.8392 | $32.32 | $39,910.00 |
DisclosureSEC source: 0001127602-18-019570 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,419.2274 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| April 30, 2018 Filed May 2, 2018 21:03 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,167.2346 | $32.70 | $38,168.57 |
DisclosureSEC source: 0001127602-18-016015 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,184.3882 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 30, 2018 Filed Apr 2, 2018 21:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,028.331 | $35.65 | $36,660.00 |
DisclosureSEC source: 0001127602-18-013364 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 3,017.1536 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 22:19 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,020.9765 | $37.05 | $148,977.18 |
DisclosureSEC source: 0001127602-18-011456 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,988.8226 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 6,844 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,009.9174 | $36.30 | $36,660.00 |
DisclosureSEC source: 0001127602-18-009760 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 12,853.7991 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 23:01 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 365 | $36.20 | $13,211.18 |
DisclosureSEC source: 0001127602-18-005219 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,804 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 23:01 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 605 | $36.20 | $21,901.00 |
DisclosureSEC source: 0001127602-18-005219 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,439 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 23:01 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 27,027 | $35.66 | $963,726.06 |
DisclosureSEC source: 0001127602-18-005219 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,834 F1 · price: The price reported in Column 4 is a weighted average price. These shares were bought in multiple transactions at prices ranging from $35.06 to $36.05, inclusive. The reporting person undertakes to provide to AT&T Inc., any security holder of AT&T Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2018) · Derivative | 2,708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · derivative · entry 10 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,911 Underlying: Restricted Stock Units · 2,708 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2018) · Derivative | 72,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · derivative · entry 9 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,619 Underlying: Restricted Stock Units · 72,619 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 36,958.8304 | $39.16 | $1,447,307.80 |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,843.8817 F6 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 23,979.0596 | $39.16 | $939,019.97 |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 48,802.7121 F5 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 60,937.89 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 72,781.7717 F3 · kind: Distribution of performance shares. F4 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,708 | $39.16 | $106,045.28 |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,807 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 23:35 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-004107 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,515 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 · price: Restricted stock units acquired pursuant to the 2016 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/27/2022. Vesting (but not distribution) is accelerated on retirement eligibility Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,122.0537 | $37.45 | $42,020.91 |
DisclosureSEC source: 0001127602-18-003564 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 11,843.8817 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.