Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KROGER COKR · Entity 100 | Director · Chief Executive Officer | March 12, 2026 | March 16, 2026 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | January 31, 2020 | February 04, 2020 |
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.
KROGER CO
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,026 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Grant · Acquired 48,026 · Balance 48,026 F1: Restricted stock awarded pursuant to a long-term incentive plan of The Kroger Co. The restrictions on these shares lapse in equal annual installments over a three-year period, at the rate of 33% per year commencing one year from the date of the award. |
| Non-Qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $74.96 · Expires 2036-03-12 | Direct | 108,647 |
Reported balance
After 2026-03-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-12 · Grant · Acquired 108,647 · Balance 108,647 F2: These options were granted under a long-term incentive plan of The Kroger Co. and vest in equal annual installments over a three-year period at the rate of 33% per year commencing one year after the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock awarded pursuant to a long-term incentive plan of The Kroger Co. The restrictions on these shares lapse in equal annual installments over a three-year period, at the rate of 33% per year commencing one year from the date of the award.
F2: These options were granted under a long-term incentive plan of The Kroger Co. and vest in equal annual installments over a three-year period at the rate of 33% per year commencing one year after the date of the grant.
Walmart Inc.
Report date January 31, 2020 · Filed February 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 286,712 |
Reported balance
After 2020-01-31 transaction · row 1
1 source rowRow 1 · 2020-01-31 · Tax withholding · Disposed 46,640 · Balance 286,712 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 23, 2015 Filed Apr 27, 2015 23:05 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingRestricted Stock Units · Derivative | 125 | $78.43 | $9,803.75 |
DisclosureSEC source: 0001127602-15-015292 · form4.xml · derivative · entry 2 Foran Gregory S · CIK 0001616077 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024 Underlying: Common · 125 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units are the economic equivalent of an equal number of shares of common stock and are payable in the form of cash.The receipt of these cash-settled restricted stock units was deferred in the form of stock units to a future date. F2 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of cash-settled restricted stock units. F1 · derivative.exercise_date: The restricted stock units are the economic equivalent of an equal number of shares of common stock and are payable in the form of cash.The receipt of these cash-settled restricted stock units was deferred in the form of stock units to a future date. F1 · derivative.expiration_date: The restricted stock units are the economic equivalent of an equal number of shares of common stock and are payable in the form of cash.The receipt of these cash-settled restricted stock units was deferred in the form of stock units to a future date. F1 · balance_after: The restricted stock units are the economic equivalent of an equal number of shares of common stock and are payable in the form of cash.The receipt of these cash-settled restricted stock units was deferred in the form of stock units to a future date. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 23:07 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingStock Units · Derivative | 272 | $83.93 | $22,828.96 |
DisclosureSEC source: 0001127602-15-010151 · form4.xml · derivative · entry 3 Foran Gregory S · CIK 0001616077 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,549 Underlying: Common · 272 shares Expires not disclosed F1 · derivative.exercise_price: Represents the vesting of cash-settled performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. The receipt of these cash-settled performance share units was deferred in the form of stock units to a future date. The stock units are the economic equivalents of an equal number of shares of common stock and are payable in the form of cash. F2 · shares: Represents share units withheld to satisfy tax withholding obligations upon the vesting of cash-settled performance share units. F1 · derivative.exercise_date: Represents the vesting of cash-settled performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. The receipt of these cash-settled performance share units was deferred in the form of stock units to a future date. The stock units are the economic equivalents of an equal number of shares of common stock and are payable in the form of cash. F1 · derivative.expiration_date: Represents the vesting of cash-settled performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. The receipt of these cash-settled performance share units was deferred in the form of stock units to a future date. The stock units are the economic equivalents of an equal number of shares of common stock and are payable in the form of cash. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 23:07 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Units · Derivative | 6,821 | $83.93 | $572,486.53 |
DisclosureSEC source: 0001127602-15-010151 · form4.xml · derivative · entry 2 Foran Gregory S · CIK 0001616077 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,821 Underlying: Common · 6,821 shares Expires not disclosed F1 · derivative.exercise_price: Represents the vesting of cash-settled performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. The receipt of these cash-settled performance share units was deferred in the form of stock units to a future date. The stock units are the economic equivalents of an equal number of shares of common stock and are payable in the form of cash. F1 · derivative.exercise_date: Represents the vesting of cash-settled performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. The receipt of these cash-settled performance share units was deferred in the form of stock units to a future date. The stock units are the economic equivalents of an equal number of shares of common stock and are payable in the form of cash. F1 · derivative.expiration_date: Represents the vesting of cash-settled performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. The receipt of these cash-settled performance share units was deferred in the form of stock units to a future date. The stock units are the economic equivalents of an equal number of shares of common stock and are payable in the form of cash. Read SEC document |
| January 26, 2015 Filed Jan 29, 2015 00:53 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 18,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003139 · form4.xml · nonDerivative · entry 1 Foran Gregory S · CIK 0001616077 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,323 F1 · shares: Restricted stock granted January 26, 2015 that is scheduled to vest on January 26, 2018. 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.