Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Symbotic Inc.SYM · Entity 2319 | Director | March 05, 2026 | March 09, 2026 |
| Walmart Inc.WMT · Entity 783 | EVP | August 01, 2016 | August 03, 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.
Symbotic Inc.
Report date March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 24,852 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Exercise / conversion · Acquired 10,345 · Balance 24,852 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,738 |
Reported balance
After 2026-03-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-05 · Grant · Acquired 4,738 · Balance 4,738 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F4: The restricted stock units vest in full upon the earliest of: (1) March 5, 2027, (2) the Issuer's 2027 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-05 · Exercise / conversion · Disposed 10,345 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F5: On March 6, 2025, the Reporting Person was granted 10,345 restricted stock units that vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Rollin L Ford Trust | 8,000 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,000 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 30,000 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 30,000 F2: Rollin Ford may be considered to have an indirect pecuniary interest in 30,000 shares of Class A Common Stock held directly by the RLF 2020 Gift Trust, in which Mr. Ford's wife acts as trustee and to which Mr. Ford's immediate family have a pecuniary interest. Rollin Ford does not have voting or investment control over the shares and disclaims beneficial ownership of the shares held by the RLF 2020 Gift Trust except to the extent that Mr. Ford may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the RLF 2020 Gift Trust for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Class A common stock on a one-for-one basis.
F2: Rollin Ford may be considered to have an indirect pecuniary interest in 30,000 shares of Class A Common Stock held directly by the RLF 2020 Gift Trust, in which Mr. Ford's wife acts as trustee and to which Mr. Ford's immediate family have a pecuniary interest. Rollin Ford does not have voting or investment control over the shares and disclaims beneficial ownership of the shares held by the RLF 2020 Gift Trust except to the extent that Mr. Ford may be considered to have an indirect pecuniary interest therein. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the RLF 2020 Gift Trust for purposes of Section 16 or for any other purpose.
F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F4: The restricted stock units vest in full upon the earliest of: (1) March 5, 2027, (2) the Issuer's 2027 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date.
F5: On March 6, 2025, the Reporting Person was granted 10,345 restricted stock units that vest in full upon the earliest of: (1) March 6, 2026, (2) the Issuer's 2026 Annual Meeting of Stockholders or (3) a change of control of the Issuer, subject to the Reporting Person's continued service with the Issuer on the vesting date.
Walmart Inc.
Report date August 01, 2016 · Filed August 03, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,672.954 |
Reported balance
After 2016-08-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-08-01 · Tax withholding · Disposed 20,797 · Balance 84,672.954 F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. F2: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. Associate Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,762.2694 |
Reported balance
Holding disclosure · report date 2016-08-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,762.2694 F3: Balance adjusted to reflect shares acquired through the Walmart 401(k) Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 28,518.768 |
Reported balance
Holding disclosure · report date 2016-08-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,518.768 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife's Trust | 8,835 |
Reported balance
Holding disclosure · report date 2016-08-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,835 |
| CommonSEC Table I · non-derivative | IndirectBy daughter's trust | 180 |
Reported balance
Holding disclosure · report date 2016-08-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 180 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock.
F2: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. Associate Stock Purchase Plan.
F3: Balance adjusted to reflect shares acquired through the Walmart 401(k) Plan.
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 04, 2015 Filed Apr 7, 2015 23:20 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 366 | $80.73 | $29,547.18 |
DisclosureSEC source: 0001127602-15-014120 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,194.257 F2 · shares: Represents shares withheld to satisfy tax withholding obligations pertaining to the payout of previously deferred performance share units. Read SEC document |
| April 04, 2015 Filed Apr 7, 2015 23:20 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 10,374 | $80.73 | $837,493.02 |
DisclosureSEC source: 0001127602-15-014120 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,560.257 F1 · shares: Represents shares withheld to satisfy tax withholding obligations pertaining to the payout of previously deferred restricted stock. Read SEC document |
| March 05, 2015 Filed Mar 9, 2015 22:26 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 2,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-010672 · form4.xml · nonDerivative · entry 3 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 30,535.768 F1 · shares: On March 5, 2015, the Reporting Person made two gifts of shares: a gift of 180 shares to his daughter's trust and a charitable gift of 2,647 shares. Read SEC document |
| March 05, 2015 Filed Mar 9, 2015 22:26 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-010672 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By daughter's trust Disclosed balance after: 180 Read SEC document |
| March 05, 2015 Filed Mar 9, 2015 22:26 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-010672 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,182.768 F1 · shares: On March 5, 2015, the Reporting Person made two gifts of shares: a gift of 180 shares to his daughter's trust and a charitable gift of 2,647 shares. Read SEC document |
| March 02, 2015 Filed Mar 4, 2015 22:59 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 7,046 | $83.93 | $591,370.78 |
DisclosureSEC source: 0001127602-15-010145 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,934.257 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 22:59 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 14,422 | $83.93 | $1,210,438.46 |
DisclosureSEC source: 0001127602-15-010145 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,980.257 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 00:25 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 3,487 | $87.72 | $305,879.64 |
DisclosureSEC source: 0001127602-15-004152 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,555.262 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 00:07 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-003128 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,042.262 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 22:43 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 3,587 | $86.77 | $311,243.99 |
DisclosureSEC source: 0001127602-15-002371 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,695.262 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. 2004 Associate Stock Purchase Plan. Read SEC document |
| November 17, 2014 Filed Nov 20, 2014 01:37 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 605 | $83.17 | $50,317.85 |
DisclosureSEC source: 0001127602-14-032935 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,362.768 F1 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:06 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-026642 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,949.395 F1 · shares: On August 25, 2014, the Reporting Person made a charitable gift of 670 shares. F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:06 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 662 | $75.76 | $50,153.12 |
DisclosureSEC source: 0001127602-14-026642 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,619.395 Read SEC document |
| May 30, 2014 Filed May 30, 2014 22:14 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 1,000 | $76.55 | $76,550.10 |
DisclosureSEC source: 0001127602-14-019275 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 35,265.315 F1 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| March 07, 2014 Filed Mar 11, 2014 21:30 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 2,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-011159 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 36,252 F1 · balance_after: Balance adjusted to reflect a nonreportable share transfer from the reporting person to the reporting person's trust. Read SEC document |
| March 07, 2014 Filed Mar 11, 2014 21:30 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 673 | $74.49 | $50,131.84 |
DisclosureSEC source: 0001127602-14-011159 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 39,605 Read SEC document |
| March 04, 2014 Filed Mar 6, 2014 22:39 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 7,075 | $74.12 | $524,399.00 |
DisclosureSEC source: 0001127602-14-010556 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,122.378 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 22:39 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 14,452 | $74.12 | $1,071,182.24 |
DisclosureSEC source: 0001127602-14-010556 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,197.378 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 28, 2014 23:34 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 7,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003169 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,745.378 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 22:13 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,057 | $75.35 | $79,644.95 |
DisclosureSEC source: 0001127602-14-002967 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,187.378 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 19, 2014 Filed Jan 22, 2014 22:50 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 2,931 | $76.19 | $223,312.89 |
DisclosureSEC source: 0001127602-14-002567 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,244.378 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 18, 2014 Filed Jan 22, 2014 22:50 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,941 | $76.19 | $147,884.79 |
DisclosureSEC source: 0001127602-14-002567 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,175.378 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| December 12, 2013 Filed Dec 13, 2013 22:14 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 6,345 | $78.80 | $500,014.55 |
DisclosureSEC source: 0001127602-13-034588 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,116.378 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.80 to $78.815, 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 |
| September 26, 2013 Filed Sep 27, 2013 20:17 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 26,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-027920 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,461.378 F1 · shares: Restricted stock granted on September 26, 2013 and will vest on January 31, 2017. Read SEC document |
| June 17, 2013 Filed Jun 19, 2013 21:08 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-020874 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 29,715.248 F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| June 17, 2013 Filed Jun 19, 2013 21:08 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 2,000 | $75.20 | $150,390.20 |
DisclosureSEC source: 0001127602-13-020874 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,659.378 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.1301 to $75.26, 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 |
| April 04, 2013 Filed Apr 8, 2013 23:41 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 475 | $76.20 | $36,195.00 |
DisclosureSEC source: 0001127602-13-013579 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,659.378 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 |
| March 04, 2013 Filed Mar 7, 2013 00:02 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 9,034 | $73.26 | $661,830.84 |
DisclosureSEC source: 0001127602-13-009749 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,134.378 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 04, 2013 Filed Mar 7, 2013 00:02 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 18,707 | $73.26 | $1,370,474.82 |
DisclosureSEC source: 0001127602-13-009749 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,168.378 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 |
| February 25, 2013 Filed Feb 27, 2013 23:05 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 2,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-008368 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 30,357.166 F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:05 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 2,816 | $71.06 | $200,112.56 |
DisclosureSEC source: 0001127602-13-008368 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,172.166 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.061 to $71.065, 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 |
| February 01, 2013 Filed Feb 5, 2013 22:55 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 2,684 | $70.49 | $189,195.16 |
DisclosureSEC source: 0001127602-13-004389 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,461.378 F1 · shares: Represents shares withheld to satisfy tax withholding obligations pertaining to the payout of previously deferred performance shares. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 23:39 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 8,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003233 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,145.378 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 23:33 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 740 | $69.49 | $51,422.60 |
DisclosureSEC source: 0001127602-13-002767 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,034.378 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 21, 2013 Filed Jan 23, 2013 23:43 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 820 | $69.20 | $56,744.00 |
DisclosureSEC source: 0001127602-13-002454 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,774.378 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| November 20, 2012 Filed Nov 22, 2012 00:57 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 7,669 | $68.88 | $528,212.34 |
DisclosureSEC source: 0001127602-12-031886 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,594.378 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.7816 to $68.971, 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 00:57 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 7,670 | $68.59 | $526,090.67 |
DisclosureSEC source: 0001127602-12-031886 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,263.378 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.5531 to $68.6926, 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 |
| September 29, 2012 Filed Oct 2, 2012 22:31 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 288 | $73.80 | $21,254.40 |
DisclosureSEC source: 0001127602-12-028003 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,933.378 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance-based restricted stock. No shares were sold by the Reporting Person. Read SEC document |
| September 29, 2012 Filed Oct 2, 2012 22:31 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 11,196 | $73.80 | $826,264.80 |
DisclosureSEC source: 0001127602-12-028003 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,221.378 F1 · shares: Represents performance-based restricted stock vesting on September 29, 2012 that was deferred into cash under an election made by the Reporting Person in a prior year. No shares were sold by the Reporting Person. Read SEC document |
| August 21, 2012 Filed Aug 23, 2012 21:47 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 417 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-025127 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 35,959 F1 · ownership.nature: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| May 21, 2012 Filed May 22, 2012 22:11 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-017843 · form4.xml · nonDerivative · entry 3 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,523.526 F2 · ownership.nature: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| May 18, 2012 Filed May 22, 2012 22:11 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 4,190 | $0.00 Strike: $47.26 | $0.00 |
DisclosureSEC source: 0001127602-12-017843 · form4.xml · derivative · entry 6 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 4,190 shares Expires 2017-03-11 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 were exercisable in five equal installments beginning on March 12, 2008. Read SEC document |
| May 18, 2012 Filed May 22, 2012 22:11 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 3,615 | $62.43 | $225,684.45 |
DisclosureSEC source: 0001127602-12-017843 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,454.059 F1 · shares: These shares were acquired by the Reporting Person upon exercise of a stock option as reported on the preceding line of this Form 4 but were withheld by the Issuer in satisfaction of the Reporting Person's obligation to pay the exercise price of the option and related tax withholding obligations. The Reporting Person retained ownership of the remaining shares issued upon exercise of the option. Read SEC document |
| May 18, 2012 Filed May 22, 2012 22:11 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 4,190 | $47.26 | $198,019.40 |
DisclosureSEC source: 0001127602-12-017843 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,069.059 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 |
| April 04, 2012 Filed Apr 6, 2012 22:25 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 40 | $60.26 | $2,410.40 |
DisclosureSEC source: 0001127602-12-013464 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,879.059 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. The receipt of the vested shares was deferred to a future date under an election made in a prior year. Read SEC document |
| March 02, 2012 Filed Mar 6, 2012 00:17 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 1,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-009660 · form4.xml · nonDerivative · entry 3 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,084.008 F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| March 01, 2012 Filed Mar 6, 2012 00:17 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 3,511 | $58.82 | $206,517.02 |
DisclosureSEC source: 0001127602-12-009660 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,919.059 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 00:17 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 17,205 | $58.82 | $1,011,998.10 |
DisclosureSEC source: 0001127602-12-009660 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,430.059 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 a portion 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 1, 2012 23:35 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 7,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003428 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,225.059 F1 · shares: Restricted Stock granted on January 30, 2012 and will vest on January 30, 2015. Read SEC document |
| January 19, 2012 Filed Jan 23, 2012 23:22 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 2,707 | $60.61 | $164,071.27 |
DisclosureSEC source: 0001127602-12-002244 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,088.059 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. 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.