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 |
|---|---|---|---|---|---|---|
| January 30, 2018 Filed Feb 1, 2018 23:29 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2014) · Derivative | 45,389 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-003425 · 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 · 45,389 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 · 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 1/30/2018. 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 1/30/2018. 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 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:29 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 13,394 | $37.44 | $501,471.36 |
DisclosureSEC source: 0001127602-18-003425 · 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 distribution of Restricted Stock Units. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:29 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 45,389 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-003425 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,201 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 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 21:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,027.5206 | $38.88 | $39,950.00 |
DisclosureSEC source: 0001127602-18-000621 · 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: 10,721.828 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 08, 2017 Filed Dec 12, 2017 22:10 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 2,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065230 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,336 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, 2017 Filed Dec 4, 2017 21:21 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,098.1308 | $36.38 | $39,950.00 |
DisclosureSEC source: 0001127602-17-033799 · 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: 9,694.3074 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, 2017 Filed Nov 2, 2017 20:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,380.7008 | $33.65 | $46,460.58 |
DisclosureSEC source: 0001127602-17-030980 · 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: 8,596.1766 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 29, 2017 Filed Oct 3, 2017 20:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 868.0114 | $39.17 | $34,000.01 |
DisclosureSEC source: 0001127602-17-028955 · 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: 7,215.4758 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, 2017 Filed Sep 29, 2017 20:43 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2017) · Derivative | 548 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028511 · form4.xml · derivative · entry 8 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,824 Underlying: Common Stock · 548 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 20:43 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2017) · Derivative | 14,106 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028511 · form4.xml · derivative · entry 7 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,372 Underlying: Common Stock · 14,106 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 20:43 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 548 | $38.77 | $21,245.96 |
DisclosureSEC source: 0001127602-17-028511 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,812 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 20:43 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 548 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-028511 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,360 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 28, 2017 Filed Oct 3, 2017 20:31 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 548 | $39.04 | $21,393.92 |
DisclosureSEC source: 0001127602-17-028953 · form4a.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CEO-AT&T Communications, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,812 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. F2 · price: Amended to reflect correct price. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 907.635 | $37.46 | $34,000.01 |
DisclosureSEC source: 0001127602-17-026960 · 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: 6,347.4644 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, 2017 Filed Aug 2, 2017 21:41 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 928.4761 | $39.00 | $36,210.57 |
DisclosureSEC source: 0001127602-17-024784 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,439.8294 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 30, 2017 Filed Jul 3, 2017 20:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 901.1398 | $37.73 | $34,000.00 |
DisclosureSEC source: 0001127602-17-022548 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,511.3533 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, 2017 Filed Jun 2, 2017 19:55 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 812.2242 | $38.53 | $31,295.00 |
DisclosureSEC source: 0001127602-17-020282 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 3,610.2135 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 28, 2017 Filed May 2, 2017 14:52 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 811.8397 | $39.63 | $32,173.21 |
DisclosureSEC source: 0001127602-17-016215 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 2,797.9893 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 31, 2017 Filed Apr 3, 2017 21:11 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 700.2166 | $41.55 | $29,094.00 |
DisclosureSEC source: 0001127602-17-013589 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,986.1496 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, 2017 Filed Mar 10, 2017 22:39 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,469.2598 | $41.94 | $145,500.76 |
DisclosureSEC source: 0001127602-17-011270 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,285.933 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 5,289 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:22 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 645.8002 | $41.79 | $26,987.99 |
DisclosureSEC source: 0001127602-17-009267 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 10,044.1928 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, 2017 Filed Feb 2, 2017 22:46 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2013) · Derivative | 34,533 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-003715 · form4.xml · derivative · entry 7 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,533 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.exercise_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · derivative.expiration_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:46 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 10,691 | $42.16 | $450,732.56 |
DisclosureSEC source: 0001127602-17-003715 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,523 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:46 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 34,533 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-003715 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,214 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:46 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 740.7553 | $42.16 | $31,230.24 |
DisclosureSEC source: 0001127602-17-003715 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,398.3926 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 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2017) · Derivative | 1,630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · derivative · entry 11 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,266 Underlying: Common Stock · 1,630 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. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2017) · Derivative | 41,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · derivative · entry 10 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,896 Underlying: Common Stock · 41,896 shares Expires not disclosed F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,630 | $41.77 | $68,085.10 |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,681 F6 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,311 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. F5 · 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 1/26/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 28,994.8296 | $41.77 | $1,211,114.03 |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,681 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 21,064.7304 | $41.77 | $879,873.79 |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,675.8296 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 50,059.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-002969 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,740.56 F1 · kind: Distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 16:14 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 29,067.7721 | $41.77 | $1,214,160.84 |
DisclosureSEC source: 0001127602-17-005745 · form4a.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,681 F3 · kind: Represents performance shares distributed in cash, after taxes. F4 · shares: Amended to reflect actual shares distributed in cash as a result of re-calculation of taxes. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 16:14 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 20,991.7879 | $41.77 | $876,826.98 |
DisclosureSEC source: 0001127602-17-005745 · form4a.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,748.7721 F1 · kind: Mandatory tax withholding on distribution of performance shares. F2 · shares: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 691.512 | $42.53 | $29,410.01 |
DisclosureSEC source: 0001127602-17-000613 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,657.6373 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 08, 2016 Filed Dec 12, 2016 21:31 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 2,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154703 · doc4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,110 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, 2016 Filed Dec 2, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 761.3252 | $38.63 | $29,409.99 |
DisclosureSEC source: 0001127602-16-069021 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,966.1253 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 |
| November 03, 2016 Filed Nov 7, 2016 20:22 UTC | AT&T INC. T · Entity 1012 | OtherCommon Stock | 96,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066229 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By LP Disclosed balance after: 96,293 F1 · kind: The reporting person and his spouse contributed 96,293 shares of the issuer to a limited partnership ("LP") in exchange for partnership interests. The reporting person and his spouse are the sole limited partners of the LP. The general partner of the LP is a limited liability company, of which the reporting person and his spouse are the sole members and which is managed solely by the reporting person. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 20:22 UTC | AT&T INC. T · Entity 1012 | OtherCommon Stock | 96,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066229 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,681 F1 · kind: The reporting person and his spouse contributed 96,293 shares of the issuer to a limited partnership ("LP") in exchange for partnership interests. The reporting person and his spouse are the sole limited partners of the LP. The general partner of the LP is a limited liability company, of which the reporting person and his spouse are the sole members and which is managed solely by the reporting person. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 21:24 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 881.8971 | $36.79 | $32,444.99 |
DisclosureSEC source: 0001127602-16-065903 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,204.8001 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 01, 2016 Filed Dec 12, 2016 21:31 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GiftCommon Stock | 17,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154703 · doc4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 19,488 F2 · ownership.nature: Shares held by SRJ Norway 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. Read SEC document |
| October 01, 2016 Filed Dec 12, 2016 21:31 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GiftCommon Stock | 17,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154703 · doc4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 893 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:01 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 724.2058 | $40.61 | $29,410.00 |
DisclosureSEC source: 0001127602-16-064101 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,322.903 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 12, 2016 Filed Dec 12, 2016 21:31 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GiftCommon Stock | 6,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154703 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,233 Read SEC document |
| August 31, 2016 Filed Sep 2, 2016 20:06 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 719.4226 | $40.88 | $29,410.00 |
DisclosureSEC source: 0001127602-16-061789 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,598.6972 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 29, 2016 Filed Aug 2, 2016 20:43 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 725.4296 | $43.29 | $31,403.85 |
DisclosureSEC source: 0001127602-16-059284 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,879.2746 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 25, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 1,301 | $0.00 Strike: $28.24 | $0.00 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · derivative · entry 15 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,301 shares Expires 2021-02-15 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, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 914 | $0.00 Strike: $25.54 | $0.00 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · derivative · entry 14 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 914 shares Expires 2020-06-15 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, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 1,283 | $0.00 Strike: $25.32 | $0.00 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · derivative · entry 13 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,283 shares Expires 2020-02-16 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, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionEmployee Stock Option (Right to Buy) - SPDP · Derivative | 908 | $0.00 Strike: $24.63 | $0.00 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · derivative · entry 12 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 908 shares Expires 2019-06-15 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.