organization · Reporting owner
John T. Walton Estate Trust
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Walmart Inc.
Report date December 18, 2024 · Filed December 19, 2024
Section 16 reporting ended · disclosed 2024-12-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Limited Liability Company | 0 |
Reported balance
After 2024-12-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-18 · Other · Disposed 3,002,673,393 · Balance 0 F1: This transaction is a transfer, for no consideration, of managing membership interests in Walton Enterprises, LLC ("Walton Enterprises"), the entity that owns 3,002,673,393 shares of Common Stock (the "Walton Enterprises Shares"), to four trusts. As a result of the transfer, on December 18, 2024, the reporting person ceased (a) to be a managing member of Walton Enterprises and, (b) to the extent of its pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares for Section 16 purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is a transfer, for no consideration, of managing membership interests in Walton Enterprises, LLC ("Walton Enterprises"), the entity that owns 3,002,673,393 shares of Common Stock (the "Walton Enterprises Shares"), to four trusts. As a result of the transfer, on December 18, 2024, the reporting person ceased (a) to be a managing member of Walton Enterprises and, (b) to the extent of its pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares for Section 16 purposes.
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 |
|---|---|---|---|---|---|---|
| December 18, 2024 Filed Dec 19, 2024 21:48 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 3,002,673,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029806 · form4.xml · nonDerivative · entry 1 John T. Walton Estate Trust · CIK 0001438950 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Limited Liability Company Disclosed balance after: 0 F1 · kind: This transaction is a transfer, for no consideration, of managing membership interests in Walton Enterprises, LLC ("Walton Enterprises"), the entity that owns 3,002,673,393 shares of Common Stock (the "Walton Enterprises Shares"), to four trusts. As a result of the transfer, on December 18, 2024, the reporting person ceased (a) to be a managing member of Walton Enterprises and, (b) to the extent of its pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares for Section 16 purposes. F1 · shares: This transaction is a transfer, for no consideration, of managing membership interests in Walton Enterprises, LLC ("Walton Enterprises"), the entity that owns 3,002,673,393 shares of Common Stock (the "Walton Enterprises Shares"), to four trusts. As a result of the transfer, on December 18, 2024, the reporting person ceased (a) to be a managing member of Walton Enterprises and, (b) to the extent of its pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares for Section 16 purposes. F1 · price: This transaction is a transfer, for no consideration, of managing membership interests in Walton Enterprises, LLC ("Walton Enterprises"), the entity that owns 3,002,673,393 shares of Common Stock (the "Walton Enterprises Shares"), to four trusts. As a result of the transfer, on December 18, 2024, the reporting person ceased (a) to be a managing member of Walton Enterprises and, (b) to the extent of its pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares for Section 16 purposes. F1 · balance_after: This transaction is a transfer, for no consideration, of managing membership interests in Walton Enterprises, LLC ("Walton Enterprises"), the entity that owns 3,002,673,393 shares of Common Stock (the "Walton Enterprises Shares"), to four trusts. As a result of the transfer, on December 18, 2024, the reporting person ceased (a) to be a managing member of Walton Enterprises and, (b) to the extent of its pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares for Section 16 purposes. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 23:07 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 415,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009859 · form4.xml · nonDerivative · entry 1 John T. Walton Estate Trust · CIK 0001438950 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 1,000,891,131 F1 · kind: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on 03/05/2020 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,000,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. F1 · shares: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on 03/05/2020 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,000,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. F1 · price: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on 03/05/2020 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,000,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. F1 · ownership.direct: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on 03/05/2020 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,000,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. Read SEC document |
| April 08, 2015 Filed Apr 10, 2015 20:31 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 194,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-014319 · form4.xml · nonDerivative · entry 1 John T. Walton Estate Trust · CIK 0001438950 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 1,415,891,131 F1 · kind: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on April 8, 2015 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,415,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. F1 · shares: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on April 8, 2015 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,415,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. F1 · price: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on April 8, 2015 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,415,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. F1 · ownership.direct: The reporting person is a member of Walton Enterprises, LLC ("Walton Enterprises"). The securities were contributed by Walton Enterprises to the Walton Family Holdings Trust (the "Trust"), a trust established for the benefit of the holders of the membership interests of Walton Enterprises, on April 8, 2015 (the "Transaction"). Following the Transaction, Walton Enterprises owns 1,415,891,131 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by Walton Enterprises except to the extent of its pecuniary interest therein. Read SEC document |
| December 08, 2011 Filed Dec 8, 2011 23:14 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 70,615,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-11-031622 · form4.xml · nonDerivative · entry 1 John T. Walton Estate Trust · CIK 0001438950 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Limited Liability Company Disclosed balance after: 1,609,891,131 F1 · kind: Such Common Stock was distributed in a redemption of a membership interest in Walton Enterprises, LLC, the entity that owns the reported securities. The closing price of such Common Stock on the date of distribution was $57.98 per share. F1 · price: Such Common Stock was distributed in a redemption of a membership interest in Walton Enterprises, LLC, the entity that owns the reported securities. The closing price of such Common Stock on the date of distribution was $57.98 per share. F2 · ownership.direct: The reporting person is a member of Walton Enterprises, LLC, the entity that owns the reported securities. The reporting person disclaims beneficial ownership of the reported securities held by such LLC except to the extent of its pecuniary interest therein. 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.