Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBRE GROUP, INC.CBRE · Entity 3066 | Director | May 19, 2021 | May 22, 2021 |
| MORGAN STANLEYMS · Entity 2815 | Director | May 19, 2015 | May 21, 2015 |
| STEM, INC.STEM · Entity 7172 | Director | August 07, 2026 | August 12, 2026 |
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.
CBRE GROUP, INC.
Report date May 19, 2021 · Filed May 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 44,959 |
Reported balance
After 2021-05-19 transaction · row 1
1 source rowRow 1 · 2021-05-19 · Grant · Acquired 2,355 · Balance 44,959 F1: The restricted stock unit award reported hereunder was made pursuant to the Issuer's Outside Director Compensation Policy. This award vests in full on the earlier of May 19, 2022 or the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock unit award reported hereunder was made pursuant to the Issuer's Outside Director Compensation Policy. This award vests in full on the earlier of May 19, 2022 or the Issuer's next annual meeting of stockholders.
MORGAN STANLEY
Report date May 19, 2015 · Filed May 21, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,549.383 |
Reported balance
After 2015-05-19 transaction · row 1
1 source rowRow 1 · 2015-05-19 · Grant · Acquired 6,470.113 · Balance 76,549.383 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
STEM, INC.
Report date August 07, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.0001 Per ShareSEC Table I · non-derivative | Direct | 15,473 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Grant · Acquired 7,486 · Balance 15,473 F1: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-07 · Exercise / conversion · Disposed 7,486 · Balance 0 F1: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis. F2: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.
F2: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date April 30, 2020 · Filed May 04, 2020
Section 16 reporting ended · disclosed 2020-05-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Benefit Plan | 167,291.0033 |
Reported balance
After 2020-04-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-04-30 · Grant · Acquired 2,807.0772 · Balance 167,291.0033 F1: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.
Itron Networked Solutions, Inc.
Report date January 05, 2018 · Filed January 09, 2018
Section 16 reporting ended · disclosed 2018-01-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-01-05 transaction · row 1
1 source rowRow 1 · 2018-01-05 · Disposition to issuer · Disposed 52,362 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger dated September 17, 2017 by and among the Issuer, Itron, Inc. ("Itron") and Ivory Merger Sub., Inc., a wholly-owned subsidiary of Itron (the "Merger Agreement"), in exchange for the right to receive cash in the amount of $16.25 per share (the "Merger Consideration"). |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.00 · Expires 2021-05-19 | Direct | 0 |
Reported balance
After 2018-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-01-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: This option, which is fully vested, was canceled pursuant to the Merger Agreement. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.20 · Expires 2019-10-11 | Direct | 0 |
Reported balance
After 2018-01-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-01-05 · Disposition to issuer · Disposed 20,000 · Balance 0 F2: This option, which is fully vested, was canceled pursuant to the Merger Agreement. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.00 · Expires 2023-03-11 | Direct | 0 |
Reported balance
After 2018-01-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-01-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: This option, which is fully vested, was canceled pursuant to the Merger Agreement. |
| Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.48 · Expires 2023-05-22 | Direct | 0 |
Reported balance
After 2018-01-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-01-05 · Disposition to issuer · Disposed 16,038 · Balance 0 F2: This option, which is fully vested, was canceled pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-01-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-01-05 · Disposition to issuer · Disposed 19,008 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Common Stock upon settlement for no consideration. F4: Pursuant to the Merger Agreement, these RSUs became fully vested and were immediately settled and converted into the right to receive cash equal to the amount of the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger dated September 17, 2017 by and among the Issuer, Itron, Inc. ("Itron") and Ivory Merger Sub., Inc., a wholly-owned subsidiary of Itron (the "Merger Agreement"), in exchange for the right to receive cash in the amount of $16.25 per share (the "Merger Consideration").
F2: This option, which is fully vested, was canceled pursuant to the Merger Agreement.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Common Stock upon settlement for no consideration.
F4: Pursuant to the Merger Agreement, these RSUs became fully vested and were immediately settled and converted into the right to receive cash equal to the amount of the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 95 | $73.16 | $6,950.20 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 25 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,408.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $73.15 | $14,630.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 24 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,503.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.13 | $7,313.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 23 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,703.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 600 | $73.12 | $43,872.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 22 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,803.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.11 | $7,311.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 21 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.10 | $7,310.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 20 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,503.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $73.09 | $21,927.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 19 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,603.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $73.08 | $21,924.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 18 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,903.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $73.07 | $14,614.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 17 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,203.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.06 | $7,306.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 16 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $73.05 | $21,915.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 15 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,503.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $73.03 | $14,606.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 14 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,803.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $73.02 | $14,604.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 13 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,003.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.01 | $7,301.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 12 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,203.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.00 | $7,300.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 11 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,303.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $72.99 | $14,598.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 10 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $72.98 | $14,596.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 9 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,603.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 600 | $72.97 | $43,782.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 8 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,803.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $72.96 | $7,296.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 7 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $72.95 | $7,295.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 6 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,503.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $72.94 | $7,294.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 5 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,603.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $72.93 | $14,586.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 4 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,703.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 500 | $72.92 | $36,460.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 3 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,903.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $72.91 | $14,582.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $72.90 | $21,870.00 |
DisclosureSEC source: 0001209191-07-041882 · doc4.xml · nonDerivative · entry 1 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,603.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.54 | $7,354.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 17 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,103.867 F1 · balance_after: 3 of 3 Forms 4 filed to report the sale of a total of 15,000 shares of Common Stock on July 6, 2007 at stock prices ranging from $72.42 to $73.54 per share. Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.50 | $7,350.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 16 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,203.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.49 | $7,349.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 15 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,303.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.48 | $7,348.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 14 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.45 | $7,345.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 13 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,503.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.38 | $7,338.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 12 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,603.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.37 | $7,337.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 11 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,703.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $73.36 | $22,008.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 10 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,803.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.35 | $7,335.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 9 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,103.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $73.34 | $14,668.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 8 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,203.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $73.33 | $21,999.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 7 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 600 | $73.31 | $43,986.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 6 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,703.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.29 | $7,329.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 5 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,303.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 400 | $73.28 | $29,312.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 4 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,403.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 700 | $73.26 | $51,282.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 3 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,803.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 300 | $73.25 | $21,975.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,503.867 Read SEC document |
| July 06, 2007 Filed Jul 10, 2007 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $73.24 | $7,324.00 |
DisclosureSEC source: 0001209191-07-041885 · doc4.xml · nonDerivative · entry 1 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,803.867 Read SEC document |
| April 30, 2007 Filed May 2, 2007 21:21 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 3,936.5805 | $38.72 Strike: $0.00 | $152,424.40 |
DisclosureSEC source: 0001225208-07-004286 · doc4.xml · derivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 37,526.4378 Underlying: Common Stock · 3,936.5805 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · kind: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. Read SEC document |
| April 10, 2007 Filed Apr 12, 2007 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,102.525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-023735 · doc4.xml · nonDerivative · entry 1 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,490.232 F1 · kind: 1,551.525 Stock Units acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1; and 1,551 shares of Common Stock. Read SEC document |
| January 31, 2007 Filed Feb 2, 2007 22:13 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 313.9239 | $37.63 Strike: $0.00 | $11,812.96 |
DisclosureSEC source: 0001225208-07-001112 · doc4.xml · derivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 33,589.8573 Underlying: Common Stock · 313.9239 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · kind: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. Read SEC document |
| October 31, 2006 Filed Nov 2, 2006 19:26 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 319.9377 | $34.25 Strike: $0.00 | $10,957.87 |
DisclosureSEC source: 0001225208-06-005341 · doc4.xml · derivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 33,275.9334 Underlying: Common Stock · 319.9377 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · kind: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 20:02 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 361.3775 | $29.99 Strike: $0.00 | $10,837.71 |
DisclosureSEC source: 0001225208-06-003917 · doc4.xml · derivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 32,955.9957 Underlying: Common Stock · 361.3775 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person (previously, deferred stock units were reported on Table I). F1 · kind: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person (previously, deferred stock units were reported on Table I). F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person (previously, deferred stock units were reported on Table I). F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is converted into one share of AT&T common stock or the equivalent value in cash at the election of the reporting person (previously, deferred stock units were reported on Table I). Read SEC document |
| July 06, 2006 Filed Jul 10, 2006 22:12 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 58.713 | $63.87 | $3,750.00 |
DisclosureSEC source: 0001209191-06-040815 · doc4.xml · nonDerivative · entry 1 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,294.727 F1 · kind: Stock units acquired under deferred compensation provisions of the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| April 28, 2006 Filed May 2, 2006 19:52 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 4,571.45 | $26.21 | $119,817.70 |
DisclosureSEC source: 0001225208-06-002446 · doc4.xml · nonDerivative · entry 1 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 32,594.6182 F1 · kind: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan; each unit will be converted into one share of AT&T common stock after the reporting person ceases to be a Director. Read SEC document |
| April 04, 2006 Filed Apr 6, 2006 22:00 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 233.39 | $64.27 | $14,999.98 |
DisclosureSEC source: 0001209191-06-022924 · doc4.xml · nonDerivative · entry 2 TYSON LAURA D · CIK 0001183429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,200.567 F1 · kind: Stock units acquired under deferred compensation provisions of the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1. 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.