Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Director · President & CEO | December 28, 2020 | December 29, 2020 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | January 29, 2021 | February 01, 2021 |
| Walmart Inc.WMT · Entity 783 | Director | June 01, 2012 | June 05, 2012 |
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.
MARRIOTT INTERNATIONAL INC /MD/
Report date December 28, 2020 · Filed December 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 760,172 |
Reported balance
After 2020-12-28 transaction · row 1
1 source rowRow 1 · 2020-12-28 · Sale · Disposed 100,000 · Balance 760,172 F1: Represents the weighted average sale price. The highest price at which shares were sold was $129.40 and the lowest price at which shares were sold was $128.12. |
| Class A Common - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 36,123 |
Reported balance
Holding disclosure · report date 2020-12-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,123 |
| Class A Common StockSEC Table I · non-derivative | Indirect401(k) account | 11,670 |
Reported balance
Holding disclosure · report date 2020-12-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,670 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sale price. The highest price at which shares were sold was $129.40 and the lowest price at which shares were sold was $128.12.
MICROSOFT CORP
Report date January 29, 2021 · Filed February 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,773 |
Reported balance
After 2021-01-29 transaction · row 1
1 source rowRow 1 · 2021-01-29 · Grant · Acquired 216 · Balance 4,773 F1: Represents stock award which is fully vested on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock award which is fully vested on the date of grant.
Walmart Inc.
Report date June 01, 2012 · Filed June 05, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,966.8848 |
Reported balance
After 2012-06-01 transaction · row 1
1 source rowRow 1 · 2012-06-01 · Grant · Acquired 2,670 · Balance 14,966.8848 F1: Represents annual equity grant as part of the Reporting Person's non-management director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual equity grant as part of the Reporting Person's non-management director compensation.
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 26, 2008 Filed Sep 30, 2008 21:41 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 329.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-007394 · form4.xml · nonDerivative · entry 1 SORENSON ARNE M · CIK 0001238138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727.93 F1 · shares: Represents $20,000 equity grant as part of non-management director compensation. Read SEC document |
| June 06, 2008 Filed Jun 10, 2008 23:18 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,398.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-004127 · form4.xml · nonDerivative · entry 1 SORENSON ARNE M · CIK 0001238138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,398.49 F1 · price: Each non-management director is entitled to $140,000 of stock as part of his or her non-management director compensation. 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.