Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walmart Inc.WMT · Entity 783 | Executive Vice President | January 26, 2018 | January 30, 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.
Walmart Inc.
Report date January 26, 2018 · Filed January 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 114,818.653 |
Reported balance
After 2018-01-26 transaction · row 1
1 source rowRow 1 · 2018-01-26 · Tax withholding · Disposed 8,861 · Balance 114,818.653 F1: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of share-settled restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of share-settled 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 |
|---|---|---|---|---|---|---|
| January 26, 2018 Filed Jan 30, 2018 23:48 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 8,861 | $106.60 | $944,582.60 |
DisclosureSEC source: 0001127602-18-003030 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,818.653 F1 · shares: Represents stock units withheld to satisfy tax withholding obligations upon the vesting of share-settled restricted stock units. Read SEC document |
| November 17, 2017 Filed Nov 18, 2017 00:35 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 55,000 | $99.29 | $5,460,950.00 |
DisclosureSEC source: 0001127602-17-032758 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,679.653 Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 22:02 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 25,728.614 | $76.65 | $1,972,098.26 |
DisclosureSEC source: 0001127602-17-022473 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,679.653 F1 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 23:26 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 33,342 | $69.86 | $2,329,272.12 |
DisclosureSEC source: 0001127602-17-011696 · form4.xml · nonDerivative · entry 2 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,167.652 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance share units. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 23:26 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 65,324 | $69.86 | $4,563,534.64 |
DisclosureSEC source: 0001127602-17-011696 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,509.652 F1 · shares: Represents the vesting of performance share units for the period ending January 31, 2017, as certified by the Compensation and Management Development Committee on March 10, 2017. Read SEC document |
| January 24, 2017 Filed Feb 4, 2017 01:10 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 9,911 | $66.65 | $660,568.15 |
DisclosureSEC source: 0001127602-17-003991 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,185.652 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported share-settled restricted stock units. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 23:33 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 24,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002380 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,096.652 F1 · shares: Represents share-settled restricted stock units granted on January 23, 2017 and scheduled to vest on January 21, 2020. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| March 02, 2016 Filed Mar 5, 2016 00:17 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 24,359 | $66.46 | $1,618,899.14 |
DisclosureSEC source: 0001127602-16-045148 · form4.xml · nonDerivative · entry 2 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,214.576 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance share units. Read SEC document |
| March 02, 2016 Filed Mar 5, 2016 00:17 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 50,346 | $66.46 | $3,345,995.16 |
DisclosureSEC source: 0001127602-16-045148 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,573.576 F1 · shares: Represents the vesting of performance share units for the period ending January 31, 2016, as certified by the Compensation, Nominating and Governance Committee on March 2, 2016. Read SEC document |
| January 25, 2016 Filed Jan 28, 2016 00:20 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 25,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-038103 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,227.576 F1 · shares: Represents share-settled restricted stock units granted on January 25, 2016 and scheduled to vest on January 25, 2019. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 23:03 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 22,895 | $83.93 | $1,921,577.35 |
DisclosureSEC source: 0001127602-15-010149 · form4.xml · nonDerivative · entry 2 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,913.125 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance share units. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 23:03 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 46,222 | $83.93 | $3,879,412.46 |
DisclosureSEC source: 0001127602-15-010149 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,808.125 F1 · shares: Represents the vesting of performance share units for the period ending January 31, 2015, as certified by the Compensation, Nominating and Governance Committee on March 2, 2015. Read SEC document |
| January 26, 2015 Filed Jan 29, 2015 01:02 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 16,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003145 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,586.125 F1 · shares: Represents share-settled restricted stock units granted on January 26, 2015 and scheduled to vest on January 26, 2018. Read SEC document |
| November 28, 2014 Filed Dec 2, 2014 22:52 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 4,326 | $84.98 | $367,623.48 |
DisclosureSEC source: 0001127602-14-033954 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,662.125 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| November 24, 2014 Filed Nov 25, 2014 22:11 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon | 12,000 | $85.22 | $1,022,696.40 |
DisclosureSEC source: 0001127602-14-033470 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,988.125 F1 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| March 12, 2014 Filed Mar 14, 2014 20:56 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 7,415 | $74.92 | $555,531.80 |
DisclosureSEC source: 0001127602-14-011642 · form4.xml · nonDerivative · entry 2 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,496.84 F2 · shares: Represents shares withheld to satisfy tax witholding obligations upon the vesting of performance share units. Read SEC document |
| March 12, 2014 Filed Mar 14, 2014 20:56 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 14,388 | $74.92 | $1,077,948.96 |
DisclosureSEC source: 0001127602-14-011642 · form4.xml · nonDerivative · entry 1 Cheesewright David · CIK 0001597818 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,911.84 F1 · shares: Represents the vesting of performance share units for the three-year period ending January 31, 2014, as certified by the Compensation, Nominating and Governance Committee on March 12, 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.