Reported 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, (a) those trusts became the managing members of Walton Enterprises, and (b) the reporting person ceased, to the extent of her pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares. With respect to Walton Enterprises, voting and dispositive power over all of the Common Stock held thereby is exercised by the managing members thereof, acting by majority vote. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2024-12-18 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-12-18 · Other · Disposed 603,989,702 · Balance 0 F2: The reporting person is a trustee of the Walton Family Holdings Trust ("WFHT"), the entity that holds 603,989,702 shares of Common Stock (the "WFHT Shares"). On December 18, 2024, additional individuals also became trustees of the Walton Family Holdings Trust and, as a result, (a) the reporting person ceased, to the extent of her pecuniary interest therein, to be a beneficial owner of the WFHT Shares and (b) WFHT began reporting beneficial ownership of the WFHT Shares pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. With respect to WFHT, dispositive power over all of the Common Stock held thereby is exercised by the trustees thereof, acting by majority vote, and voting power over all of the Common Stock held thereby is exercised by Walton Enterprises, acting by majority vote of the managing members thereof, pursuant to an irrevocable proxy. |
| Common StockSEC Table I · non-derivative | Direct | 20,245,740 |
Reported balance
Holding disclosure · report date 2024-12-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,245,740 |
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, (a) those trusts became the managing members of Walton Enterprises, and (b) the reporting person ceased, to the extent of her pecuniary interest therein, to be a beneficial owner of the Walton Enterprises Shares. With respect to Walton Enterprises, voting and dispositive power over all of the Common Stock held thereby is exercised by the managing members thereof, acting by majority vote.
F2: The reporting person is a trustee of the Walton Family Holdings Trust ("WFHT"), the entity that holds 603,989,702 shares of Common Stock (the "WFHT Shares"). On December 18, 2024, additional individuals also became trustees of the Walton Family Holdings Trust and, as a result, (a) the reporting person ceased, to the extent of her pecuniary interest therein, to be a beneficial owner of the WFHT Shares and (b) WFHT began reporting beneficial ownership of the WFHT Shares pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. With respect to WFHT, dispositive power over all of the Common Stock held thereby is exercised by the trustees thereof, acting by majority vote, and voting power over all of the Common Stock held thereby is exercised by Walton Enterprises, acting by majority vote of the managing members thereof, pursuant to an irrevocable proxy.
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 |
|---|---|---|---|---|---|---|
| August 24, 2016 Filed Aug 25, 2016 23:23 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,723,745 | $72.36 | $124,729,153.95 |
DisclosureSEC source: 0001127602-16-061170 · form4.xml · nonDerivative · entry 2 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 166,467,961 F2 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $71.80 to $72.745, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: The reporting person is a co-trustee of the Walton Family Holdings Trust, the entity that owns 166,467,961 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by such Trust except to the extent of her pecuniary interest therein. Read SEC document |
| August 23, 2016 Filed Aug 25, 2016 23:23 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,419,101 | $72.46 | $102,835,012.05 |
DisclosureSEC source: 0001127602-16-061170 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 168,191,706 F1 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $72.00 to $72.99, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 22, 2016 Filed Aug 23, 2016 22:53 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,541,578 | $72.73 | $112,112,801.63 |
DisclosureSEC source: 0001127602-16-060972 · form4.xml · nonDerivative · entry 3 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 169,610,807 F3 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $72.45 to $73.01, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. F4 · balance_after: The reporting person is a co-trustee of the Walton Family Holdings Trust, the entity that owns 169,610,807 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by such Trust except to the extent of her pecuniary interest therein. Read SEC document |
| August 19, 2016 Filed Aug 23, 2016 22:53 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 353,300 | $74.10 | $26,178,364.11 |
DisclosureSEC source: 0001127602-16-060972 · form4.xml · nonDerivative · entry 2 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 171,152,385 F2 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $73.75 to $74.275, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2016 Filed Aug 23, 2016 22:53 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,607,520 | $73.07 | $117,460,843.39 |
DisclosureSEC source: 0001127602-16-060972 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 171,505,685 F1 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $72.75 to $73.745, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 28, 2016 Filed Jun 30, 2016 00:10 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 59,700 | $71.77 | $4,284,669.00 |
DisclosureSEC source: 0001127602-16-056570 · form4.xml · nonDerivative · entry 3 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 173,113,205 F3 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $71.67 to $71.86, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. F4 · ownership.direct: The reporting person is a co-trustee of the Walton Family Holdings Trust, the entity that owns 173,113,205 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by such Trust except to the extent of her pecuniary interest therein. Read SEC document |
| June 28, 2016 Filed Jun 30, 2016 00:10 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 912,142 | $71.26 | $64,999,238.92 |
DisclosureSEC source: 0001127602-16-056570 · form4.xml · nonDerivative · entry 2 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 173,172,905 F2 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $70.67 to $71.66, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 27, 2016 Filed Jun 30, 2016 00:10 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 478,158 | $71.60 | $34,236,112.80 |
DisclosureSEC source: 0001127602-16-056570 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 174,085,047 F1 · price: This sale from the Walton Family Holdings Trust was executed in multiple trades at prices ranging from $71.44 to $71.77, inclusive. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 28, 2015 Filed Dec 31, 2015 23:15 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 3,700,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-035206 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,748,580 F1 · shares: On December 28, 2015, the reporting person made a charitable gift of 3,700,000 shares. Read SEC document |
| December 17, 2015 Filed Dec 19, 2015 00:08 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 3,700,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-034651 · form4.xml · nonDerivative · entry 2 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,448,580 F3 · kind: The transaction is the receipt of 3,700,000 shares of Common Stock, for no consideration, in the Distribution. F3 · shares: The transaction is the receipt of 3,700,000 shares of Common Stock, for no consideration, in the Distribution. F3 · price: The transaction is the receipt of 3,700,000 shares of Common Stock, for no consideration, in the Distribution. Read SEC document |
| December 17, 2015 Filed Dec 19, 2015 00:08 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 9,465,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-034651 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 174,563,205 F1 · kind: The transaction is a distribution of 9,465,726 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to certain beneficiaries of the Trust (the "Distribution"). F1 · shares: The transaction is a distribution of 9,465,726 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to certain beneficiaries of the Trust (the "Distribution"). F1 · price: The transaction is a distribution of 9,465,726 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to certain beneficiaries of the Trust (the "Distribution"). F2 · ownership.direct: The reporting person is a trustee of the Trust, the entity that owns 174,563,205 shares of Common Stock following the Distribution. The reporting person disclaims beneficial ownership of the reported securities held by the Trust except to the extent of her pecuniary interest therein. Read SEC document |
| November 19, 2015 Filed Nov 20, 2015 23:23 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 9,971,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-032207 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 184,028,931 F1 · kind: The transaction is a distribution of 9,971,069 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to certain beneficiaries of the Trust (the "Distribution"). F1 · shares: The transaction is a distribution of 9,971,069 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to certain beneficiaries of the Trust (the "Distribution"). F1 · price: The transaction is a distribution of 9,971,069 shares of Common Stock, for no consideration, by the Walton Family Holdings Trust (the "Trust") to certain beneficiaries of the Trust (the "Distribution"). F2 · ownership.direct: The reporting person is a trustee of the Trust, the entity that holds 184,028,931 shares of Common Stock following the Distribution. The reporting person disclaims beneficial ownership of the reported securities held by the Trust except to the extent of her pecuniary interest therein. Read SEC document |
| April 08, 2015 Filed Apr 10, 2015 20:30 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 194,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-014318 · form4.xml · nonDerivative · entry 2 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 194,000,000 F2 · kind: The reporting person is a trustee of the Trust, the entity that owns 194,000,000 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by the Trust except to the extent of her pecuniary interest therein. F2 · shares: The reporting person is a trustee of the Trust, the entity that owns 194,000,000 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by the Trust except to the extent of her pecuniary interest therein. F2 · price: The reporting person is a trustee of the Trust, the entity that owns 194,000,000 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by the Trust except to the extent of her pecuniary interest therein. F2 · ownership.direct: The reporting person is a trustee of the Trust, the entity that owns 194,000,000 shares of Common Stock. The reporting person disclaims beneficial ownership of the reported securities held by the Trust except to the extent of her pecuniary interest therein. Read SEC document |
| April 08, 2015 Filed Apr 10, 2015 20:30 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 194,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-014318 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC 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 her 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 her 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 her 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 her pecuniary interest therein. Read SEC document |
| December 08, 2011 Filed Dec 8, 2011 23:11 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon | 70,615,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-11-031618 · form4.xml · nonDerivative · entry 1 WALTON ALICE L · CIK 0001013440 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC 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 her 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.