Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZON COM INCAMZN · Entity 1956 | Director | February 15, 2021 | February 16, 2021 |
| STARBUCKS CORPSBUX · Entity 2886 | Director · group president and coo | November 16, 2020 | November 19, 2020 |
| United Airlines Holdings, Inc.UAL · Entity 3116 | Director | September 30, 2026 | October 02, 2026 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | Director · CEO | March 29, 2023 | March 31, 2023 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | January 24, 2017 | February 04, 2017 |
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.
AMAZON COM INC
Report date February 15, 2021 · Filed February 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 380 |
Reported balance
After 2021-02-15 transaction · row 1
1 source rowRow 1 · 2021-02-15 · Exercise / conversion · Acquired 190 · Balance 380 |
| Restricted Stock Unit AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-02-15 | Direct | 190 |
Reported balance
After 2021-02-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-02-15 · Exercise / conversion · Disposed 190 · Balance 190 F1: Converts into Common Stock on a one-for-one basis. F2: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 190 shares on each of February 15, 2020, February 15, 2021, and February 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Converts into Common Stock on a one-for-one basis.
F2: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 190 shares on each of February 15, 2020, February 15, 2021, and February 15, 2022.
STARBUCKS CORP
Report date November 16, 2020 · Filed November 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,408.12 |
Reported balance
After 2020-11-16 transaction · row 1
1 source rowRow 1 · 2020-11-16 · Tax withholding · Disposed 4,871 · Balance 128,408.12 F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction.
United Airlines Holdings, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 480.03 |
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 156.75 · Balance 480.03 F1: The share units convert to shares of common stock on a 1-for-1 basis. F2: Represents 2026 quarterly retainer fees that the Reporting Person elected to defer into a share account pursuant to the terms of the Company's 2006 Director Equity Incentive Plan ("DEIP"). F3: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. |
Filing footnotes · ownership attribution and instrument terms
F1: The share units convert to shares of common stock on a 1-for-1 basis.
F2: Represents 2026 quarterly retainer fees that the Reporting Person elected to defer into a share account pursuant to the terms of the Company's 2006 Director Equity Incentive Plan ("DEIP").
F3: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP.
Walgreens Boots Alliance, Inc.
Report date March 29, 2023 · Filed March 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 369,945 |
Reported balance
After 2023-03-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-29 · Purchase · Acquired 10,000 · Balance 369,945 F1: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.76 to $34.13, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or any securityholder of the issuer, upon request, information regarding the number of shares sold at each price within the range indicated. F2: Includes shares underlying restricted stock units issued in lieu of dividends (through March 30, 2023) on outstanding restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.76 to $34.13, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or any securityholder of the issuer, upon request, information regarding the number of shares sold at each price within the range indicated.
F2: Includes shares underlying restricted stock units issued in lieu of dividends (through March 30, 2023) on outstanding restricted stock units.
Walmart Inc.
Report date January 24, 2017 · Filed February 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 235,532 |
Ending reported balance
After 2017-01-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-24 · Tax withholding · Disposed 9,320 · Balance 236,008 F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. Row 2 · 2017-01-28 · Tax withholding · Disposed 476 · Balance 235,532 F2: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. The receipt of the vested shares was deferred to a future date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock.
F2: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. The receipt of the vested shares was deferred to a future date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LOCKHEED MARTIN CORP
Report date September 29, 2017 · Filed October 03, 2017
Section 16 reporting ended · disclosed 2017-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,069 |
Ending reported balance
After 2017-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-09-29 · Exercise / conversion · Acquired 5,326.0154 · Balance 5,326.0154 F1: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. Row 2 · 2017-09-29 · Disposition to issuer · Disposed 257.0154 · Balance 5,069 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Comp Plan | 3,795.1187 |
Reported balance
After 2017-09-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-09-29 · Grant · Acquired 112.7977 · Balance 3,795.1187 F2: The stock units convert on a 1-for-1 basis. F3: The information pertains to previously acquired stock units under the plan exempt under Section 16(b) which will be settled upon the reporting person's retirement or termination of service. F4: End of period holdings include additional acquisitions through dividend reinvestment. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 2,200.4785 |
Reported balance
After 2017-09-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-09-29 · Exercise / conversion · Disposed 5,326.0154 · Balance 2,200.4785 F2: The stock units convert on a 1-for-1 basis. F1: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. F4: End of period holdings include additional acquisitions through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors.
F2: The stock units convert on a 1-for-1 basis.
F3: The information pertains to previously acquired stock units under the plan exempt under Section 16(b) which will be settled upon the reporting person's retirement or termination of service.
F4: End of period holdings include additional acquisitions through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 22:00 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantShare Units · Derivative | 156.75 | $0.00 | $0.00 |
DisclosureSEC source: 0000100517-26-000178 · wk-form4_1790978398.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480.03 Underlying: Common Stock · 156.75 shares Expires not disclosed F1 · derivative.exercise_price: The share units convert to shares of common stock on a 1-for-1 basis. F2 · shares: Represents 2026 quarterly retainer fees that the Reporting Person elected to defer into a share account pursuant to the terms of the Company's 2006 Director Equity Incentive Plan ("DEIP"). F3 · derivative.exercise_date: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. F3 · derivative.expiration_date: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:01 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantShare Units · Derivative | 127.84 | $0.00 | $0.00 |
DisclosureSEC source: 0000100517-26-000127 · wk-form4_1783022487.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323.28 Underlying: Common Stock · 127.84 shares Expires not disclosed F1 · derivative.exercise_price: The share units convert to shares of common stock on a 1-for-1 basis. F2 · shares: Represents 2026 quarterly retainer fees that the Reporting Person elected to defer into a share account pursuant to the terms of the Company's 2006 Director Equity Incentive Plan ("DEIP"). F3 · derivative.exercise_date: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. F3 · derivative.expiration_date: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:35 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantShare Units · Derivative | 2,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000100517-26-000109 · wk-form4_1779482103.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,130 Underlying: Common Stock · 2,130 shares Expires not disclosed F1 · derivative.exercise_price: Each share unit represents the economic equivalent of one share of common stock. Upon vesting, the share units are settled (i) 50% in cash based on average of the high and low sale prices of a share of the Company's common stock on the date of settlement (or the average of the high and low sale prices of the common stock on the preceding trading day if the settlement date is not a trading day) and (ii) 50% in shares of the Company's common stock, with any odd or fractional units rounded toward the share units to be settled in cash. F2 · derivative.exercise_price: (Continued from Footnote 1) Notwithstanding the foregoing, the Reporting Person elected to defer 50% of the Reporting Person's 2026 annual director equity award into a share account pursuant to the terms of the Company's Director Equity Incentive Plan ("DEIP"). Therefore, 50% of all the share units granted to the Reporting Person for the 2026 annual director equity award will be settled following the Reporting Person's separation from service in accordance with the terms of the DEIP. F3 · shares: Additional share units accrue when and as dividends are paid on the Company's common stock. The number of share units accrued will be equal to the dollar amount of dividends that would be payable if the share units were actual shares of common stock, divided by the average of the high and low sale prices of a share of the Company's common stock on the date dividends are paid. F1 · derivative.expiration_date: Each share unit represents the economic equivalent of one share of common stock. Upon vesting, the share units are settled (i) 50% in cash based on average of the high and low sale prices of a share of the Company's common stock on the date of settlement (or the average of the high and low sale prices of the common stock on the preceding trading day if the settlement date is not a trading day) and (ii) 50% in shares of the Company's common stock, with any odd or fractional units rounded toward the share units to be settled in cash. F2 · derivative.expiration_date: (Continued from Footnote 1) Notwithstanding the foregoing, the Reporting Person elected to defer 50% of the Reporting Person's 2026 annual director equity award into a share account pursuant to the terms of the Company's Director Equity Incentive Plan ("DEIP"). Therefore, 50% of all the share units granted to the Reporting Person for the 2026 annual director equity award will be settled following the Reporting Person's separation from service in accordance with the terms of the DEIP. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 21:09 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantShare Units · Derivative | 195.44 | $0.00 | $0.00 |
DisclosureSEC source: 0000100517-26-000083 · wk-form4_1775164181.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195.44 Underlying: Common Stock · 195.44 shares Expires not disclosed F1 · derivative.exercise_price: The share units convert to shares of common stock on a 1-for-1 basis. F2 · shares: Represents 2026 quarterly retainer fees that the Reporting Person elected to defer into a share account pursuant to the terms of the Company's 2006 Director Equity Incentive Plan ("DEIP"). F3 · derivative.exercise_date: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. F3 · derivative.expiration_date: The share units will be settled in common stock following the Reporting Person's separation from service in accordance with the terms of the DEIP. Read SEC document |
| May 22, 2025 Filed May 27, 2025 22:32 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantShare Units · Derivative | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0000100517-25-000119 · wk-form4_1748385159.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,410 Underlying: Common Stock · 2,410 shares Expires not disclosed F1 · derivative.exercise_price: Each share unit represents the economic equivalent of one share of common stock. Upon vesting, the share units are settled (i) 50% in cash based on average of the high and low sale prices of a share of the Company's common stock on the vesting date (or the average of the high and low sale prices of the common stock on the preceding trading day if the vesting date is not a trading day) and (ii) 50% in shares of the Company's common stock, with any odd or fractional units rounded toward the share units to be settled in cash. F2 · derivative.exercise_price: (Continued from Footnote 1) Notwithstanding the foregoing, the Reporting Person elected to defer the Reporting Person's 2025 annual director equity award into a share account pursuant to the terms of the Company's Director Equity Incentive Plan ("DEIP"). Therefore, all the share units granted to the Reporting Person for the 2025 annual director equity award will be settled following the Reporting Person's separation from service in accordance with the terms of the DEIP. F3 · shares: Additional share units accrue when and as dividends are paid on the Company's common stock. The number of share units accrued will be equal to the dollar amount of dividends that would be payable if the share units were actual shares of common stock, divided by the average of the high and low sale prices of a share of the Company's common stock on the date dividends are paid. F1 · derivative.expiration_date: Each share unit represents the economic equivalent of one share of common stock. Upon vesting, the share units are settled (i) 50% in cash based on average of the high and low sale prices of a share of the Company's common stock on the vesting date (or the average of the high and low sale prices of the common stock on the preceding trading day if the vesting date is not a trading day) and (ii) 50% in shares of the Company's common stock, with any odd or fractional units rounded toward the share units to be settled in cash. F2 · derivative.expiration_date: (Continued from Footnote 1) Notwithstanding the foregoing, the Reporting Person elected to defer the Reporting Person's 2025 annual director equity award into a share account pursuant to the terms of the Company's Director Equity Incentive Plan ("DEIP"). Therefore, all the share units granted to the Reporting Person for the 2025 annual director equity award will be settled following the Reporting Person's separation from service in accordance with the terms of the DEIP. Read SEC document |
| May 23, 2024 Filed May 28, 2024 21:31 UTC | United Airlines Holdings, Inc. UAL · Entity 3116 | GrantShare Units · Derivative | 3,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000100517-24-000102 · wk-form4_1716931874.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,459 Underlying: Common Stock · 3,459 shares Expires not disclosed F1 · derivative.exercise_price: Each share unit represents the economic equivalent of one share of common stock. Upon vesting, the share units are settled (i) 50% in cash based on average of the high and low sale prices of a share of the Company's common stock on the date of settlement (or the average of the high and low sale prices of the common stock on the preceding trading day if the settlement date is not a trading day) and (ii) 50% in shares of the Company's common stock, with any odd or fractional units rounded toward the share units to be settled in cash. F2 · derivative.exercise_price: (Continued from Footnote 1) Notwithstanding the foregoing, the Reporting Person elected to defer the Reporting Person's 2024 annual director equity award into a share account pursuant to the terms of the Company's Director Equity Incentive Plan ("DEIP"). Therefore, all the share units granted to the Reporting Person for the 2024 annual director equity award will be settled following the Reporting Person's separation from service in accordance with the terms of the DEIP. F3 · shares: Additional share units accrue when and as dividends are paid on the Company's common stock. The number of share units accrued will be equal to the dollar amount of dividends that would be payable if the share units were actual shares of common stock, divided by the average of the high and low sale prices of a share of the Company's common stock on the date dividends are paid. F1 · derivative.expiration_date: Each share unit represents the economic equivalent of one share of common stock. Upon vesting, the share units are settled (i) 50% in cash based on average of the high and low sale prices of a share of the Company's common stock on the date of settlement (or the average of the high and low sale prices of the common stock on the preceding trading day if the settlement date is not a trading day) and (ii) 50% in shares of the Company's common stock, with any odd or fractional units rounded toward the share units to be settled in cash. F2 · derivative.expiration_date: (Continued from Footnote 1) Notwithstanding the foregoing, the Reporting Person elected to defer the Reporting Person's 2024 annual director equity award into a share account pursuant to the terms of the Company's Director Equity Incentive Plan ("DEIP"). Therefore, all the share units granted to the Reporting Person for the 2024 annual director equity award will be settled following the Reporting Person's separation from service in accordance with the terms of the DEIP. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 16:26 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | PurchaseCommon Stock | 10,000 | $33.95 | $339,510.00 |
DisclosureSEC source: 0001618921-23-000021 · wf-form4_168029439342579.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,945 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.76 to $34.13, inclusive. The reporting person undertakes to provide to the SEC staff, the issuer, or any securityholder of the issuer, upon request, information regarding the number of shares sold at each price within the range indicated. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through March 30, 2023) on outstanding restricted stock units. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 16:35 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | Tax withholdingCommon Stock | 25,301 | $33.29 | $842,270.29 |
DisclosureSEC source: 0001618921-23-000013 · wf-form4_167908529560565.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,945 F1 · kind: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of restricted stock unit award granted in accordance with Rule 16b-3. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through March 15, 2023) on outstanding restricted stock units. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:04 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | Tax withholdingCommon Stock | 9,326 | $36.26 | $338,160.76 |
DisclosureSEC source: 0001618921-22-000089 · wf-form4_166752025388301.xml · nonDerivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,005 F3 · kind: Disposition relating to the satisfaction of tax withholding obligations upon the vesting of restricted stock unit award granted in accordance with Rule 16b-3. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2022) on outstanding restricted stock units. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:04 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 155,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-22-000089 · wf-form4_166752025388301.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,331 F1 · kind: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreements and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2022 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through October 31, 2022) on outstanding restricted stock units. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 18:04 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | Tax withholdingCommon Stock | 25,304 | $48.17 | $1,218,893.68 |
DisclosureSEC source: 0001618921-22-000018 · wf-form4_164755466211290.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,464 F1 · kind: Disposition relating to the satisfaction of tax withholding obligations upon the settlement of restricted stock unit award granted in accordance with Rule 16b-3. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through March 15, 2022) on outstanding restricted stock units. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:52 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock · Derivative | 356,258 | $0.00 Strike: $47.32 | $0.00 |
DisclosureSEC source: 0001618921-21-000120 · wf-form4_163598716062764.xml · derivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,258 Underlying: Common Stock · 356,258 shares Expires 2031-11-01 F3 · derivative.exercise_date: The option vests with respect to 118,634 shares on November 1, 2022, with respect to 118,634 shares on November 1, 2023, and with respect to 118,990 shares on November 1, 2024, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related agreement thereunder). Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:52 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 59,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-21-000120 · wf-form4_163598716062764.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,820 F1 · kind: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreements and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the November 1, 2021 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. F2 · balance_after: Includes shares underlying restricted stock units issued in lieu of dividends (through October 29, 2021) on outstanding restricted stock units. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:42 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantCommon Stock | 183,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001618921-21-000028 · wf-form4_161601371898117.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,470 F1 · kind: Restricted stock unit award granted under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (together with the related award agreements and the applicable election forms thereunder, the "Plan") vests in one-third increments on each of the first, second and third anniversaries of the March 15, 2021 date of grant, subject to acceleration or forfeiture in certain circumstances in accordance with the terms and conditions of the Plan. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 22:10 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 190 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005912 · form4.xml · derivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190 Underlying: Common Stock, par value $.01 per share · 190 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 190 shares on each of February 15, 2020, February 15, 2021, and February 15, 2022. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 22:10 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005912 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380 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 |
| November 16, 2020 Filed Nov 19, 2020 02:05 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 4,871 | $97.78 | $476,286.38 |
DisclosureSEC source: 0001127602-20-029514 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,408.12 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. Read SEC document |
| November 13, 2020 Filed Nov 18, 2020 00:43 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 2,865 | $95.56 | $273,779.40 |
DisclosureSEC source: 0001127602-20-029371 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,279.12 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 23:14 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 18,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029018 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,144.12 F1 · shares: Represents Restricted Stock Units ("RSUs") granted on November 11, 2020 and vest in three increments of 4,735 shares each on November 11, 2021, November 11, 2022 and November 11, 2023, and one increment of 4,734 shares on November 11, 2024. F2 · balance_after: Includes 133.246 accrued dividend equivalents on unvested Restricted Stock Units. Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 22:09 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 9,805 | $88.52 | $867,938.60 |
DisclosureSEC source: 0001127602-20-027288 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,071.874 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes 1,054.219 accrued dividend equivalents on unvested Restricted Stock Units. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:54 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 190 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006565 · form4.xml · derivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380 Underlying: Common Stock, par value $.01 per share · 190 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 190 shares on each of February 15, 2020, February 15, 2021, and February 15, 2022. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:54 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006565 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190 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 |
| November 14, 2019 Filed Nov 18, 2019 23:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 4,774 | $84.38 | $402,830.12 |
DisclosureSEC source: 0001127602-19-033066 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,822.655 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 23:35 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 25,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032886 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,596.655 F1 · shares: Represents Restricted Stock Units ("RSUs") granted on November 13, 2019 and vest in two increments of 6,255 shares each on November 13, 2020 and November 13, 2021, and two increments of 6,254 shares each on November 13, 2022 and November 13, 2023. Read SEC document |
| October 16, 2019 Filed Oct 18, 2019 22:09 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 10,351 | $86.71 | $897,535.21 |
DisclosureSEC source: 0001127602-19-030851 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,578.655 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes 569.655 accrued dividend equivalents on unvested time-based restricted stock units. Read SEC document |
| February 04, 2019 Filed Feb 4, 2019 22:12 UTC | AMAZON COM INC AMZN · Entity 1956 | GrantRestricted Stock Unit Award · Derivative | 570 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001018724-19-000013 · wf-form4_154931831971487.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570 Underlying: Common Stock, par value $.01 per share · 570 shares Expires 2022-02-15 F1 · derivative.exercise_price: Converts into Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer, this award will vest and convert into shares of Common Stock of the issuer at a rate of 190 shares on each February 15, 2020, February 15, 2021, and February 15, 2022. Read SEC document |
| November 14, 2018 Filed Nov 17, 2018 00:30 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 41,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-033534 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,360 F1 · shares: Represents Restricted Stock Units ("RSUs") granted on November 14, 2018 and vest in two increments of 10,442 shares each on November 14, 2019 and November 14, 2020, and two increments of 10,441 shares each on November 14, 2021 and November 14, 2022. Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 22:04 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 10,197 | $57.81 | $589,488.57 |
DisclosureSEC source: 0001127602-18-030601 · form4.xml · nonDerivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,594 F2 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. Read SEC document |
| September 11, 2018 Filed Oct 18, 2018 22:04 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 76,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030601 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,791 F1 · shares: Restricted Stock Units ("RSUs") earned on the achievement of performance goals under performance-based restricted stock units granted on October 16, 2017. The RSUs are scheduled to vest, subject to continued employment as follows: 25,497 shares on October 16, 2018, 25,496 shares on October 16, 2019 and 25,496 shares on October 16, 2020. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 21:22 UTC | STARBUCKS CORP SBUX · Entity 2886 | PurchaseCommon Stock | 5,000 | $54.04 | $270,199.50 |
DisclosureSEC source: 0001127602-18-026024 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,302 Read SEC document |
| October 16, 2017 Filed Oct 18, 2017 23:24 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 367,376 | $0.00 Strike: $54.91 | $0.00 |
DisclosureSEC source: 0001127602-17-030024 · form4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director · group president and coo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,376 Underlying: Common Stock · 367,376 shares Expires 2027-10-16 F1 · derivative.exercise_date: The option, representing a right to buy a total of 367,376 shares vests in two increments of 122,459 shares each on October 16, 2018 and October 16, 2019 and one increment of 122,458 shares on October 16, 2020. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionPhantom Stock Units · Derivative | 5,326.0154 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-015798 · doc4.xml · derivative · entry 4 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 2,200.4785 Underlying: Common Stock · 5,326.0154 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F1 · shares: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. F1 · price: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. F1 · derivative.exercise_date: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. F1 · derivative.expiration_date: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. F4 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 112.7977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-015798 · doc4.xml · derivative · entry 3 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 3,795.1187 Underlying: Common Stock · 112.7977 shares Expires not disclosed F2 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F3 · price: The information pertains to previously acquired stock units under the plan exempt under Section 16(b) which will be settled upon the reporting person's retirement or termination of service. F3 · derivative.exercise_date: The information pertains to previously acquired stock units under the plan exempt under Section 16(b) which will be settled upon the reporting person's retirement or termination of service. F3 · derivative.expiration_date: The information pertains to previously acquired stock units under the plan exempt under Section 16(b) which will be settled upon the reporting person's retirement or termination of service. F4 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Disposition to issuerCommon Stock | 257.0154 | $310.29 | $79,749.31 |
DisclosureSEC source: 0001225208-17-015798 · doc4.xml · nonDerivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,069 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 5,326.0154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015798 · doc4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,326.0154 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 · shares: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. F1 · price: Settlement of phantom stock units at $310.29 per share following reporting person's resignation from the board of directors. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 21:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 126.0761 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-012235 · doc4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 3,660.7273 Underlying: Common Stock · 126.0761 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $277.61 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $277.61 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $277.61 per share through director retainer fee deferral under the Lockheed Martin 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 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| May 01, 2017 Filed May 3, 2017 23:04 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016703 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,302 F1 · shares: Represents 2,302 restricted stock units granted on May 1, 2017 and vesting in one increment on November 21, 2017. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:52 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 130.7922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-007492 · doc4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 3,511.8761 Underlying: Common Stock · 130.7922 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $267.60 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $267.60 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $267.60 per share through director retainer fee deferral under the Lockheed Martin 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 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| January 30, 2017 Filed Feb 2, 2017 00:55 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 573.5079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-002203 · doc4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 7,383.8926 Underlying: Common Stock · 573.5079 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. Read SEC document |
| January 28, 2017 Filed Feb 4, 2017 01:08 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 476 | $65.66 | $31,254.16 |
DisclosureSEC source: 0001127602-17-003990 · form4.xml · nonDerivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,532 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. The receipt of the vested shares was deferred to a future date. Read SEC document |
| January 24, 2017 Filed Feb 4, 2017 01:08 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 9,320 | $66.65 | $621,178.00 |
DisclosureSEC source: 0001127602-17-003990 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,008 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. Read SEC document |
| January 05, 2017 Filed Jan 10, 2017 00:12 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 32,350 | $68.32 | $2,210,087.30 |
DisclosureSEC source: 0001127602-17-001403 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,328 F1 · shares: This sale was executed pursuant to a Rule 10b5-1 plan that was entered into by the Reporting Person during an open trading window. F2 · price: This sale was executed in multiple trades at prices ranging from $68.17 to $68.53, inclusive. The price reported 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 30, 2016 Filed Jan 4, 2017 21:10 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 140.0336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-000335 · doc4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 3,358.2286 Underlying: Common Stock · 140.0336 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $249.94 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $249.94 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $249.94 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:26 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 146.0037 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-040039 · doc4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 3,194.9304 Underlying: Common Stock · 146.0037 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $239.72 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $239.72 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $239.72 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additional phantom stock units acquired through dividend reinvestment under the Plan which are exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. Read SEC document |
| June 30, 2016 Filed Jul 5, 2016 22:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 141.0324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-036204 · doc4.xml · derivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 3,028.5997 Underlying: Common Stock · 141.0324 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $248.17 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $248.17 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $248.17 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additional phantom stock units acquired through dividend reinvestment under the Plan which are exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. Read SEC document |
| June 29, 2016 Filed Jul 1, 2016 21:30 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Option · Derivative | 2,723 | $0.00 Strike: $47.26 | $0.00 |
DisclosureSEC source: 0001127602-16-056907 · form4.xml · derivative · entry 5 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,723 shares Expires 2017-03-11 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. F4 · derivative.exercise_date: These options became exercisable in five equal annual installments beginning on March 12, 2008. Read SEC document |
| June 29, 2016 Filed Jul 1, 2016 21:30 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Option · Derivative | 8,071 | $0.00 Strike: $48.32 | $0.00 |
DisclosureSEC source: 0001127602-16-056907 · form4.xml · derivative · entry 4 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,071 shares Expires 2016-10-14 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. F3 · derivative.exercise_date: These options became exercisable in five equal annual installments beginning on October 16, 2007. Read SEC document |
| June 29, 2016 Filed Jul 1, 2016 21:30 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 10,794 | $71.65 | $773,390.10 |
DisclosureSEC source: 0001127602-16-056907 · form4.xml · nonDerivative · entry 3 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,678 F2 · shares: These shares were acquired by the Reporting Person upon the exercise of stock options as reported in Table II of this Form 4. A portion of the proceeds from the sale of these shares was used to cover the exercise price and applicable tax withholding, fees, and commissions. The Reporting Person elected to receive the remainder of the proceeds of the sale of the resulting 10,794 shares in the form of cash. Therefore, there was no net increase or reduction in the Reporting Person's share ownership. Read SEC document |
| June 29, 2016 Filed Jul 1, 2016 21:30 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon | 2,723 | $47.26 | $128,688.98 |
DisclosureSEC source: 0001127602-16-056907 · form4.xml · nonDerivative · entry 2 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,472 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 · shares: These shares were acquired by the Reporting Person upon the exercise of stock options as reported in Table II of this Form 4. A portion of the proceeds from the sale of these shares was used to cover the exercise price and applicable tax withholding, fees, and commissions. The Reporting Person elected to receive the remainder of the proceeds of the sale of the resulting 10,794 shares in the form of cash. Therefore, there was no net increase or reduction in the Reporting Person's share ownership. Read SEC document |
| June 29, 2016 Filed Jul 1, 2016 21:30 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon | 8,071 | $48.32 | $389,990.72 |
DisclosureSEC source: 0001127602-16-056907 · form4.xml · nonDerivative · entry 1 BREWER ROSALIND G · CIK 0001357855 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,749 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 · shares: These shares were acquired by the Reporting Person upon the exercise of stock options as reported in Table II of this Form 4. A portion of the proceeds from the sale of these shares was used to cover the exercise price and applicable tax withholding, fees, and commissions. The Reporting Person elected to receive the remainder of the proceeds of the sale of the resulting 10,794 shares in the form of cash. Therefore, there was no net increase or reduction in the Reporting Person's share ownership. 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.