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 |
|---|---|---|---|---|---|---|
| July 25, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,041 | $43.11 | $44,877.51 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · nonDerivative · entry 8 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,974 Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,301 | $28.24 | $36,740.24 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · nonDerivative · entry 7 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,015 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 | Tax withholdingCommon Stock | 698 | $43.11 | $30,090.78 |
DisclosureSEC source: 0001127602-16-058564 · form4.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,714 Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 914 | $25.54 | $23,343.56 |
DisclosureSEC source: 0001127602-16-058564 · 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: 188,412 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 | Tax withholdingCommon Stock | 976 | $43.11 | $42,075.36 |
DisclosureSEC source: 0001127602-16-058564 · 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: 187,498 Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,283 | $25.32 | $32,485.56 |
DisclosureSEC source: 0001127602-16-058564 · 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: 188,474 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 | Tax withholdingCommon Stock | 683 | $43.11 | $29,444.13 |
DisclosureSEC source: 0001127602-16-058564 · 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: 187,191 Read SEC document |
| July 25, 2016 Filed Jul 25, 2016 22:41 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 908 | $24.63 | $22,364.04 |
DisclosureSEC source: 0001127602-16-058564 · 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: 187,874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2016 Filed Jul 1, 2016 18:58 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 660.0323 | $43.21 | $28,520.00 |
DisclosureSEC source: 0001127602-16-056832 · 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: 4,153.845 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, 2016 Filed Jun 2, 2016 19:47 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 689.3488 | $39.15 | $26,988.01 |
DisclosureSEC source: 0001127602-16-054441 · 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: 3,493.8127 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 29, 2016 Filed May 3, 2016 19:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 720.9704 | $38.82 | $27,988.07 |
DisclosureSEC source: 0001127602-16-050770 · 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: 2,804.4639 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, 2016 Filed Apr 4, 2016 19:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 673.0661 | $39.17 | $26,364.00 |
DisclosureSEC source: 0001127602-16-048338 · 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: 2,083.4935 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, 2016 Filed Mar 11, 2016 22:13 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,808.2625 | $37.98 | $144,637.81 |
DisclosureSEC source: 0001127602-16-046122 · 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: 1,410.4274 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · ownership.direct: Reflects transfer of 5,808 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 29, 2016 Filed Mar 2, 2016 22:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 696.6172 | $36.95 | $25,740.01 |
DisclosureSEC source: 0001127602-16-044593 · 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: 11,026.6899 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 29, 2016 Filed Feb 2, 2016 22:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 840.1322 | $36.06 | $30,295.17 |
DisclosureSEC source: 0001127602-16-039155 · 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: 10,330.0727 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 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2016) · Derivative | 2,299 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · derivative · entry 10 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,806 Underlying: Common Stock · 2,299 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2016) · Derivative | 59,105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · derivative · entry 9 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,105 Underlying: Common Stock · 59,105 shares Expires not disclosed F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,299 | $35.53 | $81,683.47 |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,158 F6 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,299 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,457 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 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/28/2020. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 17,119.7793 | $35.53 | $608,265.76 |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,158 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 12,342.8207 | $35.53 | $438,540.42 |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,277.7793 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 21:44 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 29,462.6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038746 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,620.6 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 28, 2016 Filed Feb 19, 2016 17:34 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 17,114.971 | $35.53 | $608,094.92 |
DisclosureSEC source: 0001127602-16-042350 · form4a.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,489.9405 F6 · kind: Represents performance shares distributed in cash, after taxes. F5 · shares: Amended to reflect actual shares distributed as a result of re-calculation of taxes. F3 · ownership.direct: Amended to reflect indirect ownership by Benefit Plan. Read SEC document |
| January 28, 2016 Filed Feb 19, 2016 17:34 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 12,347.629 | $35.53 | $438,711.26 |
DisclosureSEC source: 0001127602-16-042350 · form4a.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · CSO&Group Pres-AT&T Tech & Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,604.9115 F4 · kind: Mandatory tax withholding on distribution of performance shares. F5 · shares: Amended to reflect actual shares distributed as a result of re-calculation of taxes. F3 · ownership.direct: Amended to reflect indirect ownership by Benefit Plan. Read SEC document |
| January 28, 2016 Filed Feb 19, 2016 17:34 UTC Amendment | AT&T INC. T · Entity 1012 | GrantCommon Stock | 29,462.6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-042350 · form4a.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: 38,952.5405 F1 · kind: Distribution of performance shares. F2 · price: Each performance share is equivalent in value to a share of common stock. F3 · ownership.direct: Amended to reflect indirect ownership by Benefit Plan. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2012) · Derivative | 25,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038266 · form4.xml · derivative · entry 9 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,700 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 1/26/2016. 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 1/26/2016. 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 1/26/2016. 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 1/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2012) · Derivative | 3,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038266 · form4.xml · derivative · entry 8 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,672 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 1/26/2016. 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 1/26/2016. 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 1/26/2016. 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 1/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 6,425 | $35.40 | $227,445.00 |
DisclosureSEC source: 0001127602-16-038266 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,158 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 25,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038266 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,583 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 1/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,087 | $35.40 | $38,479.80 |
DisclosureSEC source: 0001127602-16-038266 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,883 F2 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 22:23 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 3,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-038266 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,970 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 1/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 22:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 815.1702 | $34.41 | $28,050.01 |
DisclosureSEC source: 0001127602-16-035983 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 9,489.9405 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 17, 2015 Filed Dec 18, 2015 19:00 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 29,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-034575 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,298 F1 · kind: Grant of restricted stock under the 2011 Incentive Plan at no additional cost to the participant (vests on 12/17/2020). Read SEC document |
| December 11, 2015 Filed Dec 14, 2015 21:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 1,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-084994 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,203 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, 2015 Filed Dec 2, 2015 20:12 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 833.0858 | $33.67 | $28,050.00 |
DisclosureSEC source: 0001127602-15-032960 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,674.7703 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 30, 2015 Filed Nov 3, 2015 23:34 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 933.9492 | $33.51 | $31,296.64 |
DisclosureSEC source: 0001127602-15-030213 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,841.6845 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 09, 2015 Filed Oct 14, 2015 20:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 321 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-075407 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,148 F1 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Sequoia Technology Partners XI, LP without consideration to its limited partners and general partners. F1 · price: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Sequoia Technology Partners XI, LP without consideration to its limited partners and general partners. 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 |
| September 30, 2015 Filed Oct 2, 2015 19:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 860.9576 | $32.58 | $28,050.00 |
DisclosureSEC source: 0001127602-15-028275 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,907.7353 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 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2015) · Derivative | 2,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · derivative · entry 18 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,862 Underlying: Common Stock · 2,301 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 convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F6 · 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. F6 · 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 |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2014) · Derivative | 1,837 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · derivative · entry 17 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,389 Underlying: Common Stock · 1,837 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 convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F5 · 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 on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2013) · Derivative | 1,397 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · derivative · entry 16 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,533 Underlying: Common Stock · 1,397 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 convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F4 · 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 on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · 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 on 1/31/2017. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2012) · Derivative | 148 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · derivative · entry 15 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,672 Underlying: Common Stock · 148 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 convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · derivative.expiration_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2012) · Derivative | 1,040 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · derivative · entry 14 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,700 Underlying: Common Stock · 1,040 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 convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. F3 · derivative.expiration_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,301 | $32.27 | $74,253.27 |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 10 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,756 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 9 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,057 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 convert into common stock on a one-for-one basis. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,837 | $32.27 | $59,279.99 |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 8 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,756 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 7 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,593 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 convert into common stock on a one-for-one basis. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,397 | $32.27 | $45,081.19 |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,756 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,397 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,153 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 convert into common stock on a one-for-one basis. Read SEC document |
| September 22, 2015 Filed Sep 23, 2015 22:05 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 148 | $32.27 | $4,775.96 |
DisclosureSEC source: 0001127602-15-027590 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech and Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,756 F2 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. 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.