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 |
|---|---|---|---|---|---|---|
| January 09, 2012 Filed Jan 11, 2012 23:21 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,339 | $59.18 | $79,242.02 |
DisclosureSEC source: 0001127602-12-001566 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,795.059 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| December 20, 2011 Filed Dec 22, 2011 22:10 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-033110 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife's Trust Disclosed balance after: 0 Read SEC document |
| December 20, 2011 Filed Dec 22, 2011 22:10 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 110 | $58.39 | $6,422.90 |
DisclosureSEC source: 0001127602-11-033110 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By UTMA Disclosed balance after: 0 F1 · shares: This transaction represents a disposition of shares from a UTMA account maintained for the benefit of the reporting person's daughter, who is a minor who shares the reporting person's household. Of these shares, 100 were received as a gift on December 20, 2010. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 23:06 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 16,758 | $0.00 Strike: $47.26 | $0.00 |
DisclosureSEC source: 0001127602-11-032792 · form4.xml · derivative · entry 10 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 4,190 Underlying: Common Stock · 16,758 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. F5 · derivative.exercise_date: These options were exercisable in five equal installments beginning on March 12, 2008. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 23:06 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 21,927 | $0.00 Strike: $45.15 | $0.00 |
DisclosureSEC source: 0001127602-11-032792 · form4.xml · derivative · entry 9 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 21,927 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. F4 · derivative.exercise_date: These options were exercisable in five equal installments beginning on March 1, 2007. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 23:06 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 16,758 | $58.20 | $975,372.58 |
DisclosureSEC source: 0001127602-11-032792 · form4.xml · nonDerivative · entry 4 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,134.059 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.20 to $58.2057, 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 |
| December 15, 2011 Filed Dec 19, 2011 23:06 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 16,758 | $47.26 | $791,983.08 |
DisclosureSEC source: 0001127602-11-032792 · form4.xml · nonDerivative · entry 3 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,892.059 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 |
| December 15, 2011 Filed Dec 19, 2011 23:06 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 21,927 | $58.21 | $1,276,267.61 |
DisclosureSEC source: 0001127602-11-032792 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,134.059 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.204 to $58.2063, 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 |
| December 15, 2011 Filed Dec 19, 2011 23:06 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 21,927 | $45.15 | $990,004.05 |
DisclosureSEC source: 0001127602-11-032792 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,061.059 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 |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 13,632 | $0.00 Strike: $53.01 | $0.00 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · derivative · entry 13 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 13,632 shares Expires 2015-01-20 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. F5 · derivative.exercise_date: These options were exercisable in five equal installments beginning on January 21, 2006. Read SEC document |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 18,631 | $0.00 Strike: $52.40 | $0.00 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · derivative · entry 12 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 18,631 shares Expires 2014-01-08 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 January 9, 2005. Read SEC document |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 10,753 | $0.00 Strike: $55.80 | $0.00 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · derivative · entry 11 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 10,753 shares Expires 2012-01-10 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 were exercisable in five equal installments beginning on January 11, 2003. Read SEC document |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 13,632 | $57.26 | $780,569.68 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · nonDerivative · entry 6 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,134.059 Read SEC document |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 13,632 | $53.01 | $722,632.32 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · nonDerivative · entry 5 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,766.059 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 |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 18,631 | $57.26 | $1,066,812.92 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · nonDerivative · entry 4 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,134.059 Read SEC document |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 18,631 | $52.40 | $976,264.40 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · nonDerivative · entry 3 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,765.059 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 |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 10,753 | $57.26 | $615,717.86 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,134.059 Read SEC document |
| November 18, 2011 Filed Nov 22, 2011 22:59 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 10,753 | $55.80 | $600,017.40 |
DisclosureSEC source: 0001127602-11-030398 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,887.059 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 |
| September 02, 2011 Filed Sep 7, 2011 22:32 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-024906 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife's Trust Disclosed balance after: 140 Read SEC document |
| April 04, 2011 Filed Apr 6, 2011 21:52 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 6,441 | $52.65 | $339,118.65 |
DisclosureSEC source: 0001127602-11-012641 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,134.059 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| March 02, 2011 Filed Mar 4, 2011 23:34 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 222 | $51.97 | $11,537.34 |
DisclosureSEC source: 0001127602-11-009065 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,575.059 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 02, 2011 Filed Mar 4, 2011 23:34 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 15,302 | $51.97 | $795,244.94 |
DisclosureSEC source: 0001127602-11-009065 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,797.059 F1 · shares: Represents the vesting of performance shares for the three-year performance period ending January 31, 2011, as certified by the Compensation, Nominating and Governance Committee on March 2, 2011. The receipt of these shares was deferred to a future date under an election made in a prior year. Read SEC document |
| January 24, 2011 Filed Jan 25, 2011 23:04 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 720 | $55.73 | $40,125.60 |
DisclosureSEC source: 0001127602-11-002294 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,495.059 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 23:22 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 5,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002021 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,215.059 F1 · shares: Restricted Stock granted on January 18, 2011 and will vest on January 18, 2014 Read SEC document |
| December 17, 2010 Filed Dec 21, 2010 21:55 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 13,598 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001127602-10-031386 · form4.xml · derivative · entry 7 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 13,598 shares Expires 2013-01-30 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 were exercisable in five equal installments beginning on January 31, 2004. Read SEC document |
| December 17, 2010 Filed Dec 21, 2010 21:55 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 13,598 | $54.44 | $740,322.71 |
DisclosureSEC source: 0001127602-10-031386 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,548.059 Read SEC document |
| December 17, 2010 Filed Dec 21, 2010 21:55 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 13,598 | $47.80 | $649,984.40 |
DisclosureSEC source: 0001127602-10-031386 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,146.059 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 |
| December 01, 2010 Filed Dec 3, 2010 22:16 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-029686 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife's Trust Disclosed balance after: 2,140 Read SEC document |
| September 29, 2010 Filed Oct 1, 2010 22:31 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 84 | $53.35 | $4,481.40 |
DisclosureSEC source: 0001127602-10-024304 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,548.059 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance-based restricted stock. Read SEC document |
| September 29, 2010 Filed Oct 1, 2010 22:31 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 5,658 | $53.35 | $301,854.30 |
DisclosureSEC source: 0001127602-10-024304 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,632.059 F1 · shares: Represents the vesting of performance-based restricted stock on September 29, 2010. The shares were deferred in the form of cash pursuant to an election made by the reporting person in a prior year. Read SEC document |
| August 19, 2010 Filed Aug 23, 2010 22:21 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 392 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-021844 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife's Trust Disclosed balance after: 3,992 Read SEC document |
| June 02, 2010 Filed Jun 4, 2010 20:54 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 11,447 | $0.00 Strike: $48.92 | $0.00 |
DisclosureSEC source: 0001127602-10-016507 · form4.xml · derivative · entry 8 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 11,447 shares Expires 2011-03-01 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 were exercisable in five equal installments beginning on March 2, 2002. Read SEC document |
| June 02, 2010 Filed Jun 4, 2010 20:54 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 11,272 | $51.24 | $577,614.48 |
DisclosureSEC source: 0001127602-10-016507 · form4.xml · nonDerivative · entry 3 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,290.059 Read SEC document |
| June 02, 2010 Filed Jun 4, 2010 20:54 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 175 | $51.24 | $8,967.58 |
DisclosureSEC source: 0001127602-10-016507 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,562.059 Read SEC document |
| June 02, 2010 Filed Jun 4, 2010 20:54 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 11,447 | $51.24 | $586,582.06 |
DisclosureSEC source: 0001127602-10-016507 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,737.059 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, 2010 Filed Apr 6, 2010 23:09 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 157 | $55.49 | $8,711.93 |
DisclosureSEC source: 0001127602-10-010714 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,290.059 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 21, 2010 Filed Jan 26, 2010 00:27 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 40 | $52.92 | $2,116.80 |
DisclosureSEC source: 0001127602-10-002134 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,447.059 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 21, 2010 Filed Jan 26, 2010 00:27 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 1,153 | $52.92 | $61,016.76 |
DisclosureSEC source: 0001127602-10-002134 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,487.059 F1 · shares: Represents restricted stock that vested on January 21, 2010 and was deferred into cash under an election made by the Reporting Person in a prior year. Read SEC document |
| January 19, 2010 Filed Jan 21, 2010 23:57 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 24,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-001972 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,640.059 F1 · shares: Restricted Stock granted on January 19, 2010 and will vest in equal installments on January 19, 2012; January 19, 2014; and January 19, 2015. F2 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. 2004 Associate Stock Purchase Plan. Read SEC document |
| December 30, 2009 Filed Dec 31, 2009 21:43 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-026375 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife's Trust Disclosed balance after: 4,384 Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 22:18 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 7,500 | $0.00 Strike: $46.00 | $0.00 |
DisclosureSEC source: 0001127602-09-022787 · form4.xml · derivative · entry 7 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · Stock Options Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2010-02-27 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 were exercisable in five equal installments beginning on February 28, 2001. Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 22:18 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 7,500 | $53.27 | $399,522.00 |
DisclosureSEC source: 0001127602-09-022787 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,283.467 Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 22:18 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 7,500 | $53.27 | $399,522.00 |
DisclosureSEC source: 0001127602-09-022787 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,783.467 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 04, 2009 Filed Mar 6, 2009 22:15 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 232 | $48.49 | $11,249.68 |
DisclosureSEC source: 0001127602-09-006278 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,283.467 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 04, 2009 Filed Mar 6, 2009 22:15 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 799 | $48.49 | $38,743.51 |
DisclosureSEC source: 0001127602-09-006278 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,515.467 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2009, as certified by the Compensation, Nominating and Governance Committee on March 4, 2009. The receipt of these shares was deferred to a future date under an election made in a prior year. Read SEC document |
| January 23, 2009 Filed Jan 27, 2009 21:42 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-001762 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,716.467 F1 · shares: Restricted Stock granted on January 23, 2009 and will vest in equal installments on January 23, 2011; January 23, 2013; and January 23, 2014. Read SEC document |
| January 09, 2009 Filed Jan 13, 2009 22:05 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 114 | $51.58 | $5,880.12 |
DisclosureSEC source: 0001127602-09-001129 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,253.467 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. F3 · balance_after: Balance adjusted to reflect shares acquired through the Wal-Mart Stores, Inc. Associate Stock Purchase Plan. Read SEC document |
| January 09, 2009 Filed Jan 13, 2009 22:05 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 1,795 | $51.58 | $92,586.10 |
DisclosureSEC source: 0001127602-09-001129 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,367.467 F1 · shares: Represents restricted stock that vested on January 9, 2009 that was deferred into cash under an election made by the reporting person in a prior year. Read SEC document |
| September 29, 2008 Filed Oct 1, 2008 20:56 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 84 | $58.45 | $4,909.80 |
DisclosureSEC source: 0001127602-08-007465 · form4.xml · nonDerivative · entry 2 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,160 F2 · shares: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| September 29, 2008 Filed Oct 1, 2008 20:56 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 5,657 | $58.45 | $330,651.65 |
DisclosureSEC source: 0001127602-08-007465 · form4.xml · nonDerivative · entry 1 Ford Rollin L. · CIK 0001429247 · EVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,244 F1 · shares: Restricted stock grant vesting on September 29, 2008 that was deferred into cash under an election made in a prior year. 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.