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 10, 2014 Filed Oct 14, 2015 20:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-15-075403 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 480 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 |
| December 31, 2013 Filed Jan 3, 2014 21:49 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 652.7304 | $35.16 | $22,950.00 |
DisclosureSEC source: 0001127602-14-000844 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,395.6523 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 31, 2013 Filed Jan 3, 2014 21:53 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 652.7304 | $35.16 | $22,950.00 |
DisclosureSEC source: 0001127602-14-000859 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,395.6523 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 11, 2013 Filed Dec 12, 2013 01:19 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 4,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-062436 · rrd397220.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,645 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of PANW common stock. One-fourth of the restricted stock units will vest on March 11, 2014 and the remaining restricted stock units will vest quarterly thereafter in equal increments over the next three quarters. Read SEC document |
| November 29, 2013 Filed Dec 3, 2013 22:26 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 651.8034 | $35.21 | $22,950.00 |
DisclosureSEC source: 0001127602-13-033491 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,742.9219 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, 2013 Filed Nov 4, 2013 22:35 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 700.9822 | $36.20 | $25,375.56 |
DisclosureSEC source: 0001127602-13-030452 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,091.1185 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 30, 2013 Filed Oct 2, 2013 16:35 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 678.5926 | $33.82 | $22,950.00 |
DisclosureSEC source: 0001127602-13-028298 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,390.1363 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| August 30, 2013 Filed Sep 4, 2013 16:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 678.392 | $33.83 | $22,950.00 |
DisclosureSEC source: 0001127602-13-026527 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,711.5437 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, 2013 Filed Aug 1, 2013 22:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 653.4132 | $35.27 | $23,045.88 |
DisclosureSEC source: 0001127602-13-024110 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,033.1517 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 28, 2013 Filed Jul 2, 2013 20:29 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 594.9154 | $35.40 | $21,060.01 |
DisclosureSEC source: 0001127602-13-022027 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 3,379.7385 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, 2013 Filed Jun 4, 2013 20:37 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 601.8862 | $34.99 | $21,060.00 |
DisclosureSEC source: 0001127602-13-019385 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 2,784.8231 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| April 30, 2013 Filed May 2, 2013 20:33 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 581.4383 | $37.46 | $21,780.68 |
DisclosureSEC source: 0001127602-13-015244 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 2,182.9369 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 28, 2013 Filed Apr 1, 2013 20:59 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 542.1096 | $36.69 | $19,890.00 |
DisclosureSEC source: 0001127602-13-012585 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,601.4986 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 11, 2013 Filed Mar 13, 2013 13:50 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,734.5422 | $36.60 | $100,084.24 |
DisclosureSEC source: 0001127602-13-010588 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,059.389 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 4,170 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2013 Filed Mar 4, 2013 20:55 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 521.3034 | $35.91 | $18,720.01 |
DisclosureSEC source: 0001127602-13-009019 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,963.9312 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, 2013 Filed Feb 4, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2013) · Derivative | 35,930 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003950 · form4.xml · derivative · entry 8 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,930 Underlying: Common Stock · 35,930 shares Expires not disclosed F5 · 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 1/31/17. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · 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 1/31/17. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 17,032.9229 | $34.79 | $592,575.39 |
DisclosureSEC source: 0001127602-13-003950 · form4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,442.6278 F4 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 12,279.2771 | $34.79 | $427,196.05 |
DisclosureSEC source: 0001127602-13-003950 · form4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 24,475.5507 F3 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 29,312.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003950 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 36,754.8278 F2 · kind: Distribution of performance shares. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:59 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 626.2537 | $34.79 | $21,787.37 |
DisclosureSEC source: 0001127602-13-003950 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,442.6278 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, 2013 Filed Feb 15, 2013 20:57 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 19,121.3986 | $34.79 | $665,233.46 |
DisclosureSEC source: 0001127602-13-006351 · form4a.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,442.6278 F3 · kind: Represents performance shares distributed in cash, after taxes. 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 |
| January 31, 2013 Filed Feb 15, 2013 20:57 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 10,190.8014 | $34.79 | $354,537.98 |
DisclosureSEC source: 0001127602-13-006351 · form4a.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 26,564.0264 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 |
| January 28, 2013 Filed Jan 30, 2013 21:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 12,970 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003188 · form4.xml · derivative · entry 6 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,970 Underlying: Common Stock · 12,970 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_date: Units vest 1/2 on 01/28/2013 and 1/2 on 01/28/2014. F2 · derivative.expiration_date: Units vest 1/2 on 01/28/2013 and 1/2 on 01/28/2014. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 21:56 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,533 | $34.13 | $120,581.29 |
DisclosureSEC source: 0001127602-13-003188 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,737 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 21:56 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 12,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003188 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,270 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 |
| December 31, 2012 Filed Jan 3, 2013 21:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 605.1616 | $33.71 | $20,400.00 |
DisclosureSEC source: 0001127602-13-000748 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,816.3741 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 21, 2012 Filed Dec 21, 2012 22:28 UTC | AT&T INC. T · Entity 1012 | OtherCommon Stock | 26,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-034882 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,300 F1 · kind: The reporting person and his spouse contributed 27,957 common shares of the issuer to a limited partnership ("LP") in exchange for partnership interests. The reporting person and his spouse own 99% of the LP. The remaining 1% is held by the general partner. The general partner of the LP is a limited liability company owned by the reporting person and his spouse and managed solely by the reporting person. The reporting person and his spouse anticipate contributing their respective limited partnership interests to a separate trust for each of their three children, in each case with an adult child as the trustee and the contributing person's child as beneficiary. These transactions are all exempt from Section 16 reporting and short-swing profit recovery pursuant to Rule 16a-13. Read SEC document |
| December 21, 2012 Filed Dec 21, 2012 22:28 UTC | AT&T INC. T · Entity 1012 | OtherCommon Stock | 26,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-034882 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By LP Disclosed balance after: 54,118 F1 · kind: The reporting person and his spouse contributed 27,957 common shares of the issuer to a limited partnership ("LP") in exchange for partnership interests. The reporting person and his spouse own 99% of the LP. The remaining 1% is held by the general partner. The general partner of the LP is a limited liability company owned by the reporting person and his spouse and managed solely by the reporting person. The reporting person and his spouse anticipate contributing their respective limited partnership interests to a separate trust for each of their three children, in each case with an adult child as the trustee and the contributing person's child as beneficiary. These transactions are all exempt from Section 16 reporting and short-swing profit recovery pursuant to Rule 16a-13. Read SEC document |
| December 18, 2012 Filed Dec 18, 2012 22:48 UTC | AT&T INC. T · Entity 1012 | OtherCommon Stock | 27,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-034427 · form4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,461 F1 · kind: The reporting person and his spouse contributed 27,957 common shares of the issuer to a limited partnership ("LP") in exchange for partnership interests. The reporting person and his spouse own 99% of the LP. The remaining 1% is held by the general partner. The general partner of the LP is a limited liability company owned by the reporting person and his spouse and managed solely by the reporting person. The reporting person and his spouse anticipate contributing their respective limited partnership interests to a separate trust for each of their three children, in each case with an adult child as the trustee and the contributing person's child as beneficiary. These transactions are all exempt from Section 16 reporting and short-swing profit recovery pursuant to Rule 16a-13. Read SEC document |
| December 18, 2012 Filed Dec 18, 2012 22:48 UTC | AT&T INC. T · Entity 1012 | OtherCommon Stock | 27,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-034427 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By LP Disclosed balance after: 27,957 F1 · kind: The reporting person and his spouse contributed 27,957 common shares of the issuer to a limited partnership ("LP") in exchange for partnership interests. The reporting person and his spouse own 99% of the LP. The remaining 1% is held by the general partner. The general partner of the LP is a limited liability company owned by the reporting person and his spouse and managed solely by the reporting person. The reporting person and his spouse anticipate contributing their respective limited partnership interests to a separate trust for each of their three children, in each case with an adult child as the trustee and the contributing person's child as beneficiary. These transactions are all exempt from Section 16 reporting and short-swing profit recovery pursuant to Rule 16a-13. Read SEC document |
| December 12, 2012 Filed Dec 14, 2012 21:14 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-064803 · rrd363405.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of PANW common stock. One-fourth of the restricted stock units will vest on March 12, 2013 and the remaining restricted stock units will vest quarterly thereafter in equal increments over the next three quarters. Read SEC document |
| November 30, 2012 Filed Dec 4, 2012 19:44 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 597.7146 | $34.13 | $20,400.00 |
DisclosureSEC source: 0001127602-12-032686 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,211.2125 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, 2012 Filed Nov 2, 2012 20:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 652.8671 | $34.59 | $22,582.67 |
DisclosureSEC source: 0001127602-12-029626 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,613.4979 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, 2012 Filed Oct 2, 2012 21:05 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 541.114 | $37.70 | $20,400.00 |
DisclosureSEC source: 0001127602-12-027937 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,960.6308 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 18, 2012 Filed Sep 20, 2012 20:38 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-051594 · rrd355433.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of PANW common stock. One-third of the restricted stock units will vest on September 18, 2013 and the remaining restricted stock units will vest in equal increments over the next two years on each quarterly anniversary thereafter. Read SEC document |
| August 31, 2012 Filed Sep 5, 2012 19:46 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 538.297 | $36.64 | $19,723.20 |
DisclosureSEC source: 0001127602-12-025751 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 4,419.5168 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, 2012 Filed Aug 2, 2012 21:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 532.5271 | $37.92 | $20,193.43 |
DisclosureSEC source: 0001127602-12-023632 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 3,881.2198 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| June 29, 2012 Filed Jul 3, 2012 19:25 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 524.9578 | $35.66 | $18,720.00 |
DisclosureSEC source: 0001127602-12-021505 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 3,348.6927 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, 2012 Filed Jun 1, 2012 19:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 547.8492 | $34.17 | $18,720.01 |
DisclosureSEC source: 0001127602-12-018826 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 2,823.7349 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| April 30, 2012 Filed May 2, 2012 21:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 591.3461 | $32.91 | $19,461.20 |
DisclosureSEC source: 0001127602-12-015585 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 2,275.8857 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| March 30, 2012 Filed Apr 3, 2012 19:11 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 599.4236 | $31.23 | $18,720.00 |
DisclosureSEC source: 0001127602-12-012822 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,684.5396 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 12, 2012 Filed Mar 14, 2012 19:59 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,315.8315 | $31.44 | $72,809.74 |
DisclosureSEC source: 0001127602-12-010641 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 1,085.116 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 4,298 shares owned indirectly in benefit plan to direct ownership due to distribution. Read SEC document |
| February 29, 2012 Filed Mar 2, 2012 17:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 558.9278 | $30.59 | $17,097.60 |
DisclosureSEC source: 0001127602-12-009151 · form4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 7,698.9475 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 13, 2012 Filed Feb 22, 2012 22:44 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2012) · Derivative | 3,820 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-007455 · form4.xml · derivative · entry 4 Donovan John · CIK 0001353825 · Sr Ex VP - AT&T Tech & Net Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,820 Underlying: Common Stock · 3,820 shares Expires not disclosed F1 · derivative.exercise_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Units vest on 01/26/2016. Vesting (but not distribution) is accelerated on 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.