Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ajax IAJAX · Entity 145705 | Director | September 28, 2020 | October 27, 2020 |
| Walmart Inc.WMT · Entity 783 | Director | June 30, 2018 | July 03, 2018 |
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.
Ajax I
Report date September 28, 2020 · Filed October 27, 2020
This filing explicitly reported no securities owned.
Walmart Inc.
Report date June 30, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 13,920 |
Reported balance
After 2018-06-30 transaction · row 1
1 source rowRow 1 · 2018-06-30 · Grant · Acquired 212 · Balance 13,920 F1: Represents a prorated portion of the Reporting Person's quarterly non-management director compensation for the period during which he continued to serve on the Issuer's Board of Directors and which the Reporting Person elected to receive in the form of shares. The number of shares granted was determined using the closing price of the Issuer's common stock on the last trading day before the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a prorated portion of the Reporting Person's quarterly non-management director compensation for the period during which he continued to serve on the Issuer's Board of Directors and which the Reporting Person elected to receive in the form of shares. The number of shares granted was determined using the closing price of the Issuer's common stock on the last trading day before the date of grant.
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 |
|---|---|---|---|---|---|---|
| June 30, 2018 Filed Jul 3, 2018 22:08 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022724 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,920 F1 · shares: Represents a prorated portion of the Reporting Person's quarterly non-management director compensation for the period during which he continued to serve on the Issuer's Board of Directors and which the Reporting Person elected to receive in the form of shares. The number of shares granted was determined using the closing price of the Issuer's common stock on the last trading day before the date of grant. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 21:27 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-013819 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,708 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on March 29, 2018, the last trading day before the date of grant. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 22:50 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000755 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,399 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the last trading day immediately preceding the date of grant. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 22:45 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029052 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,121 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the last trading day immediately preceding the date of grant. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:52 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023145 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,769 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:07 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 2,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020699 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,406 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:46 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014070 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,208 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:28 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000826 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,826 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the last trading day before the date of grant. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 22:18 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 381 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064188 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,428 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| June 30, 2016 Filed Jul 5, 2016 21:43 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-057287 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,047 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| June 03, 2016 Filed Jun 7, 2016 22:40 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 2,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-054940 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,616 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. Read SEC document |
| March 31, 2016 Filed Apr 4, 2016 22:52 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-048609 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,147 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| December 31, 2015 Filed Jan 5, 2016 23:47 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 449 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-036112 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,745 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| September 30, 2015 Filed Oct 1, 2015 21:43 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 424 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-028054 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,296 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| June 30, 2015 Filed Jul 1, 2015 22:04 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-021901 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,872 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| June 05, 2015 Filed Jun 9, 2015 21:27 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 2,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-020222 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,533 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. Read SEC document |
| March 31, 2015 Filed Apr 1, 2015 22:36 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-013255 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| December 31, 2014 Filed Jan 6, 2015 00:22 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-000996 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864 F1 · shares: Represents quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| September 30, 2014 Filed Oct 2, 2014 21:14 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-029170 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602 F1 · shares: Represents prorated quarterly director compensation, which the Reporting Person elected to receive in the form of shares. The number of shares was determined by using the closing price of the Issuer's common stock on the date of grant. Read SEC document |
| September 26, 2014 Filed Sep 30, 2014 21:04 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-028565 · form4.xml · nonDerivative · entry 1 Systrom Kevin · CIK 0001620538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,586 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. This figure represents the prorated number of shares granted to the Reporting Person based on his appointment to the Issuer's Board of Directors effective September 26, 2014. 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.