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 |
|---|---|---|---|---|---|---|
| April 17, 2018 Filed Apr 19, 2018 21:14 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $86.84 | $1,900,059.20 |
DisclosureSEC source: 0001127602-18-014973 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344,483 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 20, 2018 Filed Mar 21, 2018 21:25 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $87.45 | $1,913,406.00 |
DisclosureSEC source: 0001127602-18-012383 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,366,363 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 09, 2018 Filed Mar 13, 2018 23:34 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 93,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011475 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,388,243 F1 · shares: Represents restricted stock units earned by Reporting Person upon achievement of performance goals for the one-year period ended Jan. 31, 2018, as certified by the Compensation and Management Development Committee on March 9, 2018. The restricted stock units are scheduled to vest Jan. 31, 2020 if Reporting Person remains employed by Issuer on that date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:50 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 21,880 | $104.78 | $2,292,586.40 |
DisclosureSEC source: 0001127602-18-007803 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,294,538 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 29, 2018 Filed Jan 31, 2018 00:17 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 13,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-003039 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,316,418 F1 · shares: Restricted stock that was granted on January 29, 2018 and that is scheduled to vest on January 19, 2021. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 22:22 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 20,488 | $105.45 | $2,160,459.60 |
DisclosureSEC source: 0001127602-18-002530 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,302,726 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, 2017 Filed Dec 28, 2017 22:12 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 23,035 | $98.21 | $2,262,267.35 |
DisclosureSEC source: 0001127602-17-035570 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323,214 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 28, 2017 Filed Nov 30, 2017 22:38 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 23,035 | $96.62 | $2,225,641.70 |
DisclosureSEC source: 0001127602-17-033568 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,346,249 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 31, 2017 Filed Nov 1, 2017 22:40 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 23,035 | $86.95 | $2,002,893.25 |
DisclosureSEC source: 0001127602-17-030848 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,369,284 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 19, 2017 Filed Sep 21, 2017 22:59 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 184,280 | $80.00 | $14,742,400.00 |
DisclosureSEC source: 0001127602-17-027905 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,392,319 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 23, 2017 Filed Jan 25, 2017 23:44 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 22,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002393 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,576,599 F1 · shares: Restricted stock granted January 23, 2017 and scheduled to vest on January 21, 2020. Read SEC document |
| September 19, 2016 Filed Sep 22, 2016 01:01 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 3,554,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063011 · form4.xml · nonDerivative · entry 1 Lore Marc E. · CIK 0001684616 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,554,093 F1 · shares: The Reporting Person was granted restricted stock units (the "RSUs") providing for the issuance of 3,554,093 shares of Common Stock 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 shares of the Common Stock underlying the RSUs will vest according to the following vesting schedule, subject to the Reporting Person's continued employment by the Issuer through each vesting date: (1) 10% on September 19, 2017; (2) 1.25% per month for the 12 months between September 19, 2017 and September 19, 2018; (3) 1.67% per month for the 12 months between September 19, 2018 and September 19, 2019; (4) 2.08% per month for the 12 months between the September 19, 2019 and September 19, 2020; and (5) 2.5%% per month for the 12 months between September 19, 2020 and September 19, 2021. 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.