Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Archer Aviation Inc.ACHR · Entity 4009 | 10% owner | January 02, 2024 | January 04, 2024 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | January 31, 2021 | February 02, 2021 |
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.
Archer Aviation Inc.
Report date January 02, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 27,926,358 |
Reported balance
After 2024-01-02 transaction · row 1
1 source rowRow 1 · 2024-01-02 · Sale · Disposed 160,000 · Balance 27,926,358 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.75 to $6.02, inclusive. The reporting person undertakes to provide to Archer Aviation Inc., any security holder of Archer Aviation Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.75 to $6.02, inclusive. The reporting person undertakes to provide to Archer Aviation Inc., any security holder of Archer Aviation Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Walmart Inc.
Report date January 31, 2021 · Filed February 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 1,150,560 |
Reported balance
After 2021-01-31 transaction · row 1
1 source rowRow 1 · 2021-01-31 · Tax withholding · Disposed 35,719 · Balance 1,150,560 F1: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of performance-based restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of performance-based restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 07, 2020 Filed Jul 10, 2020 01:19 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 9,211 | $119.37 | $1,099,553.91 |
DisclosureSEC source: 0001127602-20-021314 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009,930 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F3 · price: This sale was executed in multiple trades ranging from $119.25 to $120.20, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| July 07, 2020 Filed Jul 10, 2020 01:19 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 18,602 | $118.86 | $2,211,018.84 |
DisclosureSEC source: 0001127602-20-021314 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,019,141 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $118.25 to $119.245, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 21:02 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,789 | $121.68 | $4,598,165.52 |
DisclosureSEC source: 0001127602-20-020356 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,037,743 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 22:14 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 85,000 | $120.89 | $10,275,327.00 |
DisclosureSEC source: 0001127602-20-019459 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075,532 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $120.56 to $121.56, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:09 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,790 | $124.33 | $4,698,430.70 |
DisclosureSEC source: 0001127602-20-018102 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,160,532 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| May 07, 2020 Filed May 8, 2020 23:54 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 21,801 | $123.68 | $2,696,304.08 |
DisclosureSEC source: 0001127602-20-015963 · form4.xml · nonDerivative · entry 3 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,198,322 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F4 · price: This sale was executed in multiple trades ranging from $123.53 to $123.96, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| May 07, 2020 Filed May 8, 2020 23:54 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 52,873 | $122.96 | $6,501,005.00 |
DisclosureSEC source: 0001127602-20-015963 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,220,123 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F3 · price: This sale was executed in multiple trades ranging from $122.53 to $123.52, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| May 07, 2020 Filed May 8, 2020 23:54 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 10,326 | $122.22 | $1,261,992.09 |
DisclosureSEC source: 0001127602-20-015963 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272,996 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $121.53 to $122.52, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 21:22 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,791 | $128.30 | $4,848,585.30 |
DisclosureSEC source: 0001127602-20-014868 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,283,322 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 21:46 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 7,246 | $129.35 | $937,250.54 |
DisclosureSEC source: 0001127602-20-014088 · form4.xml · nonDerivative · entry 3 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,321,113 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F4 · price: This sale was executed in multiple trades ranging from $129.15 to $129.74, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 21:46 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 59,606 | $128.66 | $7,669,056.98 |
DisclosureSEC source: 0001127602-20-014088 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,328,359 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F3 · price: This sale was executed in multiple trades ranging from $128.15 to $129.14, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 21:46 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 18,148 | $127.74 | $2,318,310.82 |
DisclosureSEC source: 0001127602-20-014088 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,387,965 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $127.15 to $128.135, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 22:38 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,787 | $109.58 | $4,140,699.46 |
DisclosureSEC source: 0001127602-20-012298 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,406,113 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 22:07 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 49,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010903 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,443,900 F1 · shares: Represents restricted stock units earned by the Reporting Person upon the achievement of performance goals for the one-year period ended Jan. 31, 2020, as certified by the Compensation and Management Development Committee on March 12, 2020. The restricted stock units are scheduled to vest on Jan. 31, 2022 if the Reporting Person remains employed by the Issuer on that date. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:47 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 4,300 | $120.30 | $517,275.81 |
DisclosureSEC source: 0001127602-20-010480 · form4.xml · nonDerivative · entry 6 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394,718 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F7 · price: This sale was executed in multiple trades ranging from $120.00 to $120.59, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:47 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 11,256 | $119.42 | $1,344,139.74 |
DisclosureSEC source: 0001127602-20-010480 · form4.xml · nonDerivative · entry 5 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,399,018 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F6 · price: This sale was executed in multiple trades ranging from $119.00 to $119.95, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:47 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 11,737 | $118.49 | $1,390,768.77 |
DisclosureSEC source: 0001127602-20-010480 · form4.xml · nonDerivative · entry 4 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410,274 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F5 · price: This sale was executed in multiple trades ranging from $118.00 to $118.93, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:47 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 17,562 | $117.47 | $2,062,981.80 |
DisclosureSEC source: 0001127602-20-010480 · form4.xml · nonDerivative · entry 3 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,422,011 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F4 · price: This sale was executed in multiple trades ranging from $117.00 to $117.97, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:47 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 26,845 | $116.48 | $3,126,849.23 |
DisclosureSEC source: 0001127602-20-010480 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,439,573 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F3 · price: This sale was executed in multiple trades ranging from $116.00 to $116.98, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 21:47 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 13,300 | $115.63 | $1,537,936.19 |
DisclosureSEC source: 0001127602-20-010480 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,466,418 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $115.00 to $115.98, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 22:47 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,789 | $117.89 | $4,454,945.21 |
DisclosureSEC source: 0001127602-20-006534 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,479,718 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 23:17 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 85,000 | $116.38 | $9,892,606.00 |
DisclosureSEC source: 0001127602-20-004957 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,517,507 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $115.77 to $116.71, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 22:55 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 47,906 | $116.58 | $5,584,881.48 |
DisclosureSEC source: 0001127602-20-003566 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,602,507 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of performance-based restricted stock units. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 23:25 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,791 | $114.96 | $4,344,453.36 |
DisclosureSEC source: 0001127602-20-002299 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,650,413 F2 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 23:25 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 10,246 | $114.96 | $1,177,880.16 |
DisclosureSEC source: 0001127602-20-002299 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,688,204 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 23:54 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 85,000 | $115.91 | $9,852,265.00 |
DisclosureSEC source: 0001127602-20-001683 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,698,450 F2 · 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F3 · price: This sale was executed in multiple trades ranging from $115.16 to $116.145, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 23:54 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 12,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001683 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,783,450 F1 · shares: Restricted stock granted January 13, 2020 that is scheduled to vest on January 17, 2023. Read SEC document |
| December 23, 2019 Filed Dec 23, 2019 23:23 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,789 | $120.29 | $4,545,638.81 |
DisclosureSEC source: 0001127602-19-035777 · form4.xml · nonDerivative · entry 2 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770,506 F3 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 23:23 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 85,000 | $120.57 | $10,248,458.50 |
DisclosureSEC source: 0001127602-19-035777 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,808,295 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 and was disclosed by the Issuer on Form 8-K on 11-22-2019. F2 · price: This sale was executed in multiple trades ranging from $120.78 to $120.35, inclusive. The price reported reflects the weighted average sales 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 affected. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 21:52 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,789 | $118.92 | $4,493,867.88 |
DisclosureSEC source: 0001127602-19-033819 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,893,295 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 21:37 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 37,789 | $119.22 | $4,505,204.58 |
DisclosureSEC source: 0001127602-19-031284 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931,084 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 21:09 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 30,334 | $115.57 | $3,505,700.38 |
DisclosureSEC source: 0001127602-19-028819 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,968,873 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 21:48 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 30,334 | $113.81 | $3,452,312.54 |
DisclosureSEC source: 0001127602-19-027078 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,999,207 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 21:02 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $112.82 | $3,297,954.24 |
DisclosureSEC source: 0001127602-19-025168 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029,541 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| June 25, 2019 Filed Jun 26, 2019 22:31 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $111.24 | $3,251,767.68 |
DisclosureSEC source: 0001127602-19-022864 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,058,773 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| May 28, 2019 Filed May 29, 2019 22:23 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $102.67 | $3,001,249.44 |
DisclosureSEC source: 0001127602-19-020199 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,088,005 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| April 30, 2019 Filed May 1, 2019 21:38 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $101.56 | $2,968,801.92 |
DisclosureSEC source: 0001127602-19-016779 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,117,237 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| March 19, 2019 Filed Mar 20, 2019 21:13 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $99.66 | $2,913,261.12 |
DisclosureSEC source: 0001127602-19-012458 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,146,469 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 22:12 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 69,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-011277 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,175,701 F1 · shares: Represents restricted stock units earned by the Reporting Person upon the achievement of performance goals for the one-year period ended Jan. 31, 2019, as certified by the Compensation and Management Development Committee on March 11, 2019. The restricted stock units are scheduled to vest on Jan. 31, 2021 if the Reporting Person remains employed by the Issuer on that date. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:08 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $99.99 | $2,922,907.68 |
DisclosureSEC source: 0001127602-19-007553 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,105,870 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 01:01 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 15,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003002 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,135,102 F1 · shares: Restricted stock granted January 28, 2019 and scheduled to vest on January 18, 2022. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 22:27 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 27,739 | $97.73 | $2,710,932.47 |
DisclosureSEC source: 0001127602-19-002546 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,119,648 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 22:39 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $85.82 | $2,508,690.24 |
DisclosureSEC source: 0001127602-18-037463 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,147,387 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 22:21 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $95.15 | $2,781,424.80 |
DisclosureSEC source: 0001127602-18-034615 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,176,619 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:10 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 29,232 | $99.80 | $2,917,353.60 |
DisclosureSEC source: 0001127602-18-031641 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,205,851 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 22:53 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $94.82 | $2,074,661.60 |
DisclosureSEC source: 0001127602-18-028178 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,235,083 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 01:41 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $96.00 | $2,100,480.00 |
DisclosureSEC source: 0001127602-18-026043 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,256,963 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| July 24, 2018 Filed Jul 25, 2018 21:24 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $87.63 | $1,917,344.40 |
DisclosureSEC source: 0001127602-18-023850 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,278,843 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| June 26, 2018 Filed Jun 27, 2018 21:14 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $86.47 | $1,891,963.60 |
DisclosureSEC source: 0001127602-18-021962 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300,723 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. Read SEC document |
| May 29, 2018 Filed May 31, 2018 22:07 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $82.46 | $1,804,224.80 |
DisclosureSEC source: 0001127602-18-019388 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,322,603 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the partial vesting of previously reported 3,554,093 restricted stock units (the "RSUs") that were granted to the Reporting Person on September 19, 2016, in connection with, and in consideration of, the Issuer's acquisition of Jet.com, Inc. and the Reporting Person becoming an employee and executive officer of the Issuer. The Reporting Person cannot exercise voting rights over the remaining portion of the unvested RSUs. 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.