Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director · President & CEO | October 23, 2025 | October 27, 2025 |
| Vericity, Inc.VERY · Entity 89299 | Director | August 07, 2019 | August 07, 2019 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | January 24, 2017 | February 04, 2017 |
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.
ACUITY INC. (DE)
Report date October 23, 2025 · Filed October 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,202 |
Ending reported balance
After 2025-10-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-10-23 · Grant · Acquired 6,751 · Balance 51,139 F1: Restricted stock unit awards were issued pursuant to the Amended and Restated Acuity Inc. 2012 Omnibus Stock Incentive Compensation Plan. The common shares underlying the award vest in three equal annual installments beginning on October 23, 2026. Row 2 · 2025-10-24 · Grant · Acquired 43,474 · Balance 94,613 F2: The shares were issued upon the achievement and subsequent vesting of performance stock units (PSUs). These PSUs were granted on October 24, 2022, with a three-year performance period that began September 1, 2022, and ended August 31, 2025. On October 23, 2025, the Compensation and Management Development Committee certified the achievement of the performance measures and authorized the issuance of common stock underlying the PSUs on their vesting date, October 24, 2025. Row 3 · 2025-10-24 · Tax withholding · Disposed 22,411 · Balance 72,202 F3: The transactions report the withholding of stock to cover tax liability associated with the vesting of restricted stock units or PSUs held by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit awards were issued pursuant to the Amended and Restated Acuity Inc. 2012 Omnibus Stock Incentive Compensation Plan. The common shares underlying the award vest in three equal annual installments beginning on October 23, 2026.
F2: The shares were issued upon the achievement and subsequent vesting of performance stock units (PSUs). These PSUs were granted on October 24, 2022, with a three-year performance period that began September 1, 2022, and ended August 31, 2025. On October 23, 2025, the Compensation and Management Development Committee certified the achievement of the performance measures and authorized the issuance of common stock underlying the PSUs on their vesting date, October 24, 2025.
F3: The transactions report the withholding of stock to cover tax liability associated with the vesting of restricted stock units or PSUs held by the reporting person.
Vericity, Inc.
Report date August 07, 2019 · Filed August 07, 2019
This filing explicitly reported no securities owned.
Walmart Inc.
Report date January 24, 2017 · Filed February 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 254,376.759 |
Ending reported balance
After 2017-01-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-24 · Tax withholding · Disposed 10,194 · Balance 254,883.759 F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. Row 2 · 2017-01-28 · Tax withholding · Disposed 507 · Balance 254,376.759 F2: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. The receipt of the shares was deferred until a future date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock.
F2: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. The receipt of the shares was deferred until a future date.
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 |
|---|---|---|---|---|---|---|
| October 24, 2025 Filed Oct 27, 2025 20:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 22,411 | $370.34 | $8,299,689.74 |
DisclosureSEC source: 0001193485-25-000005 · wk-form4_1761597190.xml · nonDerivative · entry 3 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,202 F3 · shares: The transactions report the withholding of stock to cover tax liability associated with the vesting of restricted stock units or PSUs held by the reporting person. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 20:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 43,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001193485-25-000005 · wk-form4_1761597190.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,613 F2 · shares: The shares were issued upon the achievement and subsequent vesting of performance stock units (PSUs). These PSUs were granted on October 24, 2022, with a three-year performance period that began September 1, 2022, and ended August 31, 2025. On October 23, 2025, the Compensation and Management Development Committee certified the achievement of the performance measures and authorized the issuance of common stock underlying the PSUs on their vesting date, October 24, 2025. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 20:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 6,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001193485-25-000005 · wk-form4_1761597190.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,139 F1 · shares: Restricted stock unit awards were issued pursuant to the Amended and Restated Acuity Inc. 2012 Omnibus Stock Incentive Compensation Plan. The common shares underlying the award vest in three equal annual installments beginning on October 23, 2026. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 20:27 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 17,111 | $303.09 | $5,186,172.99 |
DisclosureSEC source: 0001144215-24-000101 · wk-form4_1730233653.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,388 F2 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 20:27 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 36,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-24-000101 · wk-form4_1730233653.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,499 F1 · shares: The shares being reported represent the number of shares issued upon the achievement and subsequent vesting of performance stock units (PSUs). These PSUs were granted on October 25, 2021 with a three-year performance period that commenced September 1, 2021 and ended August 31, 2024. On October 24, 2024, the Compensation and Management Development Committee certified the achievement of the performance measure and the Board of Directors authorized the subsequent issuance of common stock underlying the PSUs. Read SEC document |
| October 24, 2024 Filed Oct 28, 2024 20:14 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 1,264 | $298.97 | $377,898.08 |
DisclosureSEC source: 0001144215-24-000087 · wk-form4_1730146446.xml · nonDerivative · entry 3 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,269 F2 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Read SEC document |
| October 24, 2024 Filed Oct 28, 2024 20:14 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 767 | $298.97 | $229,309.99 |
DisclosureSEC source: 0001144215-24-000087 · wk-form4_1730146446.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,533 F2 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Read SEC document |
| October 24, 2024 Filed Oct 28, 2024 20:14 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 6,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-24-000087 · wk-form4_1730146446.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,300 F1 · shares: The restricted stock unit awards were issued pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The shares vest in equal annual installments over a three-year period and will become fully vested on October 24, 2027. Read SEC document |
| October 25, 2023 Filed Oct 26, 2023 21:48 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 606 | $159.62 | $96,729.72 |
DisclosureSEC source: 0001144215-23-000098 · wk-form4_1698356878.xml · nonDerivative · entry 3 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,028 F2 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Read SEC document |
| October 24, 2023 Filed Oct 26, 2023 21:48 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 777 | $162.30 | $126,107.10 |
DisclosureSEC source: 0001144215-23-000098 · wk-form4_1698356878.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,634 F2 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Read SEC document |
| October 24, 2023 Filed Oct 26, 2023 21:48 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 9,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-23-000098 · wk-form4_1698356878.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,411 F1 · shares: The restricted stock unit awards were issued pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The shares vest in equal annual installments over a three-year period and will become fully vested on October 24, 2026. Read SEC document |
| October 25, 2022 Filed Oct 26, 2022 21:03 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 606 | $184.76 | $111,964.56 |
DisclosureSEC source: 0001144215-22-000102 · wf-form4_166681816413134.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,168 F2 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. F3 · balance_after: The total direct shares owned includes 11,761 time-vesting restricted stock units. Read SEC document |
| October 24, 2022 Filed Oct 26, 2022 21:03 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 7,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-22-000102 · wf-form4_166681816413134.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,774 F1 · shares: The shares being reported result from the grant of a restricted stock unit award pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The restricted stock units vest in equal annual installments over a three-year period and will become fully vested on October 24, 2025. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 22:51 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 6,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-21-000091 · wf-form4_163528865741867.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,038 F1 · shares: The shares being reported result from the grant of a restricted stock unit award pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The restricted stock units vest in equal annual installments over a three-year period and will become fully vested on October 25, 2024. F2 · balance_after: The total direct shares owned includes 6,028 time-vesting restricted stock units. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 23:16 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantNon-Qualified Stock Option (Price Target 3) · Derivative | 52,200 | $0.00 Strike: $108.96 | $0.00 |
DisclosureSEC source: 0001144215-20-000116 · wf-form4_159917494536956.xml · derivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,200 Underlying: Common Stock · 52,200 shares Expires 2030-09-01 F2 · derivative.exercise_date: This option will vest and become exercisable after the attainment of two independent conditions: (1) four-year ratable vesting from the Grant Date (13,050 shares on September 1 on each of 2021, 2022, 2023 and 2024); and (2) the closing price of the Company's common stock reaching $225 and remaining at or above $225 for ten consecutive trading days at any time following the Grant Date and prior to the expiration date, September 1, 2030. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 23:16 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantNon-Qualified Stock Option (Price Target 2) · Derivative | 225,000 | $0.00 Strike: $108.96 | $0.00 |
DisclosureSEC source: 0001144215-20-000116 · wf-form4_159917494536956.xml · derivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 225,000 shares Expires 2030-09-01 F1 · derivative.exercise_date: This option will vest and become exercisable after the attainment of two independent conditions: (1) four-year ratable vesting from the Grant Date (56,250 shares on September 1 on each of 2021, 2022, 2023 and 2024); and (2) the closing price of the Company's common stock reaching $275 and remaining at or above $275 for ten consecutive trading days at any time following the Grant Date and prior to the expiration date, September 1, 2030. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:17 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantNon-Qualified Stock Option (Price Target) · Derivative | 100,000 | $0.00 Strike: $117.87 | $0.00 |
DisclosureSEC source: 0001144215-20-000014 · wf-form4_158085104281355.xml · derivative · entry 3 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2030-01-31 F3 · derivative.exercise_date: This option will vest and become exercisable after the attainment of two independent conditions: (1) four-year ratable vesting from the Grant Date (25,000 shares on January 31 in each of 2021, 2022, 2023 and 2024); and (2) the closing price of the Company's common stock reaching $225 and remaining at or above $225 for ten consecutive trading days at any time following the Grant Date and prior to the expiration date, January 31, 2030. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:17 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantNon-Qualified Stock Option · Derivative | 200,000 | $0.00 Strike: $127.87 | $0.00 |
DisclosureSEC source: 0001144215-20-000014 · wf-form4_158085104281355.xml · derivative · entry 2 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2030-01-31 F2 · derivative.exercise_date: This premium-priced option vests ratably over a three-year period and will become fully vested on January 31, 2023. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:17 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantNon-Qualified Stock Option · Derivative | 200,000 | $0.00 Strike: $117.87 | $0.00 |
DisclosureSEC source: 0001144215-20-000014 · wf-form4_158085104281355.xml · derivative · entry 1 ASHE NEIL · CIK 0001193485 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2030-01-31 F1 · derivative.exercise_date: This option vests ratably over a three-year period and will become fully vested on January 31, 2023. Read SEC document |
| January 28, 2017 Filed Feb 4, 2017 01:04 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 507 | $65.66 | $33,289.62 |
DisclosureSEC source: 0001127602-17-003988 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,376.759 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. The receipt of the shares was deferred until a future date. Read SEC document |
| January 24, 2017 Filed Feb 4, 2017 01:04 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 10,194 | $66.65 | $679,430.10 |
DisclosureSEC source: 0001127602-17-003988 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,883.759 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously-reported restricted stock. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 23:14 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 7,012 | $71.67 | $502,550.04 |
DisclosureSEC source: 0001127602-16-070163 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,077.759 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. Associate Stock Purchase Plan. Read SEC document |
| March 02, 2016 Filed Mar 5, 2016 00:11 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 16,859 | $66.46 | $1,120,449.14 |
DisclosureSEC source: 0001127602-16-045144 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,064.272 F3 · 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 00:11 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 47,576 | $66.46 | $3,161,900.96 |
DisclosureSEC source: 0001127602-16-045144 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,923.272 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. The receipt of a portion of the shares was deferred until a future date. F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 23:44 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 572 | $63.95 | $36,579.40 |
DisclosureSEC source: 0001127602-16-038812 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,343.575 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of the shares was deferred until a future date. Read SEC document |
| January 25, 2016 Filed Jan 27, 2016 23:54 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 15,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-038089 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,915.575 F3 · shares: Represents performance-based restricted stock eligible to vest 50% on January 31, 2017, and 50% on January 31, 2018. The vesting of these shares shall be conditioned upon achieving one or more performance goals to be established by the Compensation, Nominating and Governance Committee of the issuer's Board of Directors at a later date. Read SEC document |
| January 25, 2016 Filed Jan 27, 2016 23:54 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 27,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-038089 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,155.575 F1 · shares: Restricted stock granted on January 25, 2016 and scheduled to vest on January 25, 2019. F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 22:47 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon | 24,796 | $83.93 | $2,081,128.28 |
DisclosureSEC source: 0001127602-15-010134 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,544.811 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance share units. F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 22:47 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 47,519 | $83.93 | $3,988,269.67 |
DisclosureSEC source: 0001127602-15-010134 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,340.811 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 30, 2015 Filed Feb 4, 2015 00:17 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 9,573 | $87.72 | $839,743.56 |
DisclosureSEC source: 0001127602-15-004149 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,768.419 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 28, 2015 Filed Jan 30, 2015 23:00 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 4,057 | $87.53 | $355,109.21 |
DisclosureSEC source: 0001127602-15-003511 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,341.419 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 26, 2015 Filed Jan 28, 2015 23:50 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 19,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003116 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,398.419 F1 · shares: Restricted stock granted on January 26, 2015 that is scheduled to vest on January 26, 2018. Read SEC document |
| December 16, 2014 Filed Dec 19, 2014 00:10 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 7,012 | $83.94 | $588,587.28 |
DisclosureSEC source: 0001127602-14-035666 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,678.717 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| March 04, 2014 Filed Mar 6, 2014 22:34 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 16,804 | $74.12 | $1,245,512.48 |
DisclosureSEC source: 0001127602-14-010548 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,690.717 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance share units. F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| March 04, 2014 Filed Mar 6, 2014 22:34 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 35,881 | $74.12 | $2,659,499.72 |
DisclosureSEC source: 0001127602-14-010548 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,494.717 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 4, 2014. Read SEC document |
| January 24, 2014 Filed Jan 29, 2014 00:24 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 26,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003223 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,610.462 F2 · shares: Restricted stock granted on January 24, 2014 and will vest in equal installments on December 16, 2014 and December 13, 2016. F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| January 24, 2014 Filed Jan 29, 2014 00:24 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 23,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003223 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,736.462 F1 · shares: Restricted stock granted on January 24, 2014 and will vest on January 24, 2017. Read SEC document |
| March 04, 2013 Filed Mar 6, 2013 23:49 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon | 1,951 | $73.26 | $142,930.26 |
DisclosureSEC source: 0001127602-13-009737 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,196.369 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| March 04, 2013 Filed Mar 6, 2013 23:49 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 52,915 | $73.26 | $3,876,552.90 |
DisclosureSEC source: 0001127602-13-009737 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,147.369 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2013, as certified by the Compensation, Nominating and Governance Committee on March 4, 2013. The receipt of vested shares was deferred to a future date under an election made in a prior year. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 23:10 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 21,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003218 · form4.xml · nonDerivative · entry 2 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,228.958 F2 · shares: Restricted stock granted on January 28, 2013 and will vest in equal installments on January 28, 2015 and January 28, 2017. F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 23:10 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 16,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003218 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,599.958 F1 · shares: Restricted stock granted on January 28, 2013 and will vest on January 28, 2016. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 23:15 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon | 18,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003405 · form4.xml · nonDerivative · entry 1 ASHE NEIL · CIK 0001193485 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,352 F1 · shares: Restricted Stock granted on January 30, 2012 and will vest on January 30, 2015. 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.