Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J C PENNEY CO INCJCP · Entity 16599 | SVP, PAO and Controller | May 02, 2019 | May 02, 2019 |
| Walmart Inc.WMT · Entity 783 | Senior Vice President | August 26, 2016 | August 29, 2016 |
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.
J C PENNEY CO INC
Report date May 02, 2019 · Filed May 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock of 50 cents Par ValueSEC Table I · non-derivative | Direct | 284,091 |
Reported balance
After 2019-05-02 transaction · row 1
1 source rowRow 1 · 2019-05-02 · Grant · Acquired 284,091 · Balance 284,091 F1: Represents restricted stock units granted in connection with the commencement of Mr. Whaley's employment, which vest in full on May 2, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted in connection with the commencement of Mr. Whaley's employment, which vest in full on May 2, 2022.
Walmart Inc.
Report date August 26, 2016 · Filed August 29, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,464 |
Reported balance
After 2016-08-26 transaction · row 1
1 source rowRow 1 · 2016-08-26 · Sale · Disposed 1,100 · Balance 29,464 |
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 |
|---|---|---|---|---|---|---|
| May 02, 2019 Filed May 2, 2019 18:14 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 284,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-009684 · doc1.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · SVP, PAO and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,091 F1 · shares: Represents restricted stock units granted in connection with the commencement of Mr. Whaley's employment, which vest in full on May 2, 2022. Read SEC document |
| August 26, 2016 Filed Aug 29, 2016 22:38 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,100 | $71.46 | $78,606.00 |
DisclosureSEC source: 0001127602-16-061406 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,464 Read SEC document |
| March 02, 2016 Filed Mar 5, 2016 00:07 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,499 | $66.46 | $99,623.54 |
DisclosureSEC source: 0001127602-16-045143 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,564 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 00:07 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 4,376 | $66.46 | $290,828.96 |
DisclosureSEC source: 0001127602-16-045143 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,063 F1 · shares: Represents the vesting of performance share units for the three-year period ending January 31, 2016, as certified by the Compensation, Nominating and Governance Committee on March 2, 2016. Read SEC document |
| March 01, 2016 Filed Mar 3, 2016 23:00 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 3,000 | $66.39 | $199,161.60 |
DisclosureSEC source: 0001127602-16-044896 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,687 Read SEC document |
| January 28, 2016 Filed Feb 1, 2016 23:29 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 75 | $63.95 | $4,796.25 |
DisclosureSEC source: 0001127602-16-038801 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,687 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of the shares was deferred to a future date. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 00:51 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 973 | $63.45 | $61,736.85 |
DisclosureSEC source: 0001127602-16-038112 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,762 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of previously reported restricted stock that was granted on January 24, 2014. Read SEC document |
| January 25, 2016 Filed Jan 28, 2016 00:51 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 3,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-038112 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,735 F1 · shares: Restricted stock granted on January 25, 2016 and scheduled to vest on January 25, 2019. Read SEC document |
| March 05, 2015 Filed Mar 9, 2015 22:14 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 2,400 | $83.28 | $199,872.00 |
DisclosureSEC source: 0001127602-15-010662 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,189 Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 22:48 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,412 | $83.93 | $118,509.16 |
DisclosureSEC source: 0001127602-15-010135 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,589 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 22:48 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 4,120 | $83.93 | $345,791.60 |
DisclosureSEC source: 0001127602-15-010135 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,001 F1 · shares: Represents the vesting of performance share units for the three-year 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 00:40 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 699 | $87.72 | $61,316.28 |
DisclosureSEC source: 0001127602-15-004164 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,881 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 26, 2015 Filed Jan 29, 2015 00:56 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003142 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,580 F1 · shares: Restricted stock granted on January 26, 2015 and scheduled to vest on January 26, 2018. Read SEC document |
| January 19, 2015 Filed Jan 21, 2015 22:39 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 730 | $86.77 | $63,342.10 |
DisclosureSEC source: 0001127602-15-002365 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,323 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of a portion of the vested shares was deferred to a future date. Read SEC document |
| December 23, 2014 Filed Dec 31, 2014 00:04 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-036149 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,053 F1 · shares: On December 23, 2014, the Reporting Person made a charitable gift of 200 shares. Read SEC document |
| November 19, 2014 Filed Nov 21, 2014 22:03 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,799 | $84.60 | $152,195.40 |
DisclosureSEC source: 0001127602-14-033153 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,253 Read SEC document |
| June 10, 2014 Filed Jun 12, 2014 21:04 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,200 | $76.79 | $92,149.80 |
DisclosureSEC source: 0001127602-14-020723 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,052 Read SEC document |
| March 04, 2014 Filed Mar 6, 2014 23:08 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 1,153 | $74.12 | $85,460.36 |
DisclosureSEC source: 0001127602-14-010591 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,252 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance share units. Read SEC document |
| March 04, 2014 Filed Mar 6, 2014 23:08 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 4,591 | $74.12 | $340,284.92 |
DisclosureSEC source: 0001127602-14-010591 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,405 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. The receipt of a portion of the vested shares was deferred to a future date under an election made in a prior year. Read SEC document |
| February 28, 2014 Filed Mar 4, 2014 22:36 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 3,000 | $75.04 | $225,105.30 |
DisclosureSEC source: 0001127602-14-010037 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,814 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.03 to $75.0375, inclusive. The Reporting Person undertakes to provide to Wal-Mart Stores, Inc., any security holder of Wal-Mart Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| January 24, 2014 Filed Jan 28, 2014 23:23 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 5,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003159 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,814 F2 · shares: Restricted stock granted on January 24, 2014 and will vest in equal installments on January 26, 2016 and January 24, 2017. Read SEC document |
| January 24, 2014 Filed Jan 28, 2014 23:23 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003159 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,439 F1 · shares: Restricted stock granted on January 24, 2014 and will vest on January 24, 2017. Read SEC document |
| January 23, 2014 Filed Jan 27, 2014 22:20 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 31 | $75.35 | $2,335.85 |
DisclosureSEC source: 0001127602-14-002972 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,423 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of vested shares was deferred to a future date. Read SEC document |
| January 19, 2014 Filed Jan 22, 2014 23:10 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 664 | $76.19 | $50,590.16 |
DisclosureSEC source: 0001127602-14-002578 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,454 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of a portion of the vested shares was deferred to a future date. Read SEC document |
| January 18, 2014 Filed Jan 22, 2014 23:10 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 826 | $76.19 | $62,932.94 |
DisclosureSEC source: 0001127602-14-002578 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,118 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| December 10, 2013 Filed Dec 12, 2013 22:35 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 2,000 | $79.37 | $158,740.00 |
DisclosureSEC source: 0001127602-13-034484 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,944 Read SEC document |
| August 21, 2013 Filed Aug 23, 2013 22:06 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,400 | $74.00 | $103,600.00 |
DisclosureSEC source: 0001127602-13-025932 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,944 Read SEC document |
| March 04, 2013 Filed Mar 6, 2013 23:46 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 2,083 | $73.26 | $152,600.58 |
DisclosureSEC source: 0001127602-13-009733 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,344 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 04, 2013 Filed Mar 6, 2013 23:46 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,064 | $73.26 | $444,248.64 |
DisclosureSEC source: 0001127602-13-009733 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,427 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. Read SEC document |
| January 28, 2013 Filed Jan 31, 2013 00:06 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003244 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,363 F1 · shares: Restricted stock granted on January 28, 2013 and will vest on January 28, 2016. Read SEC document |
| January 23, 2013 Filed Jan 25, 2013 23:37 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 31 | $69.49 | $2,154.19 |
DisclosureSEC source: 0001127602-13-002771 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,200 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of vested shares was deferred to a future date. Read SEC document |
| January 21, 2013 Filed Jan 24, 2013 00:17 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 978 | $69.20 | $67,677.60 |
DisclosureSEC source: 0001127602-13-002486 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,231 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| November 19, 2012 Filed Nov 22, 2012 00:46 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 1,668 | $0.00 Strike: $47.96 | $0.00 |
DisclosureSEC source: 0001127602-12-031875 · form4.xml · derivative · entry 6 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,668 shares Expires 2017-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These options are exercisable in five equal annual installments beginning on January 22, 2008. Read SEC document |
| November 19, 2012 Filed Nov 22, 2012 00:46 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 527 | $0.00 Strike: $45.15 | $0.00 |
DisclosureSEC source: 0001127602-12-031875 · form4.xml · derivative · entry 5 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 527 shares Expires 2016-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are exercisable in five equal annual installments beginning on March 1, 2007. Read SEC document |
| November 19, 2012 Filed Nov 22, 2012 00:46 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 4,891 | $68.30 | $334,055.30 |
DisclosureSEC source: 0001127602-12-031875 · form4.xml · nonDerivative · entry 4 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,209 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.95 to $68.54, inclusive. The reporting person undertakes to provide to Wal-Mart Stores, Inc., any security holder of Wal-Mart Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. Read SEC document |
| November 19, 2012 Filed Nov 22, 2012 00:46 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 225 | $67.98 | $15,295.50 |
DisclosureSEC source: 0001127602-12-031875 · form4.xml · nonDerivative · entry 3 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,100 F1 · kind: Includes shares that were withheld to pay taxes upon the exericse of stock options. Read SEC document |
| November 19, 2012 Filed Nov 22, 2012 00:46 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 1,668 | $47.96 | $79,997.28 |
DisclosureSEC source: 0001127602-12-031875 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,325 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 19, 2012 Filed Nov 22, 2012 00:46 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 527 | $45.15 | $23,794.05 |
DisclosureSEC source: 0001127602-12-031875 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,657 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2012 Filed Mar 6, 2012 00:01 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 148 | $58.82 | $8,705.36 |
DisclosureSEC source: 0001127602-12-009649 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,130 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 01, 2012 Filed Mar 6, 2012 00:01 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,882 | $58.82 | $404,799.24 |
DisclosureSEC source: 0001127602-12-009649 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,278 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2012, as certified by the Compensation, Nominating and Governance Committee on March 1, 2012. The receipt of the vested shares was deferred to a future date under an election made in a prior year. Read SEC document |
| January 30, 2012 Filed Feb 2, 2012 00:04 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003451 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,396 F1 · shares: Restricted Stock granted on January 30, 2012 and will vest on January 30, 2015. Read SEC document |
| January 21, 2012 Filed Jan 23, 2012 23:40 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 879 | $61.01 | $53,627.79 |
DisclosureSEC source: 0001127602-12-002252 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,357 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 19, 2012 Filed Jan 23, 2012 23:40 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 691 | $60.61 | $41,881.51 |
DisclosureSEC source: 0001127602-12-002252 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,236 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of a portion of these shares was deferred to a future date under an election made in a prior year. Read SEC document |
| June 06, 2011 Filed Jun 8, 2011 22:27 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 3,493 | $53.89 | $188,237.77 |
DisclosureSEC source: 0001127602-11-018896 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,927 Read SEC document |
| March 02, 2011 Filed Mar 5, 2011 00:10 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,756 | $51.97 | $91,259.32 |
DisclosureSEC source: 0001127602-11-009078 · form4.xml · nonDerivative · entry 2 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,420 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 02, 2011 Filed Mar 5, 2011 00:10 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 5,249 | $51.97 | $272,790.53 |
DisclosureSEC source: 0001127602-11-009078 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,176 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2011, as certified by the Compensation, Nominating and Governance Committee on March 2, 2011. Read SEC document |
| January 24, 2011 Filed Jan 25, 2011 23:08 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 49 | $55.73 | $2,730.77 |
DisclosureSEC source: 0001127602-11-002296 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,927 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 18, 2011 Filed Jan 20, 2011 23:35 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002032 · form4.xml · nonDerivative · entry 1 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,976 F1 · shares: Restricted Stock granted on January 18, 2011 and will vest on January 18, 2014. Read SEC document |
| November 23, 2010 Filed Nov 26, 2010 22:13 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 1,668 | $0.00 Strike: $47.96 | $0.00 |
DisclosureSEC source: 0001127602-10-028961 · form4.xml · derivative · entry 9 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,668 Underlying: Common Stock · 1,668 shares Expires 2017-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are exercisable in five equal annual installments beginning on January 22, 2008. Read SEC document |
| November 23, 2010 Filed Nov 26, 2010 22:13 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 1,052 | $0.00 Strike: $45.15 | $0.00 |
DisclosureSEC source: 0001127602-10-028961 · form4.xml · derivative · entry 8 Whaley Steven P · CIK 0001385256 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527 Underlying: Common Stock · 1,052 shares Expires 2016-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These options are exercisable in five equal annual installments beginning on March 1, 2007. 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.