Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA CO(KO) · Entity 2806 | Director · Chairman of the Board and CEO | November 24, 2003 | December 04, 2003 |
| S&P Global Inc.MHP · Entity 2879 | Director | January 03, 2012 | January 05, 2012 |
| Walmart Inc.WMT · Entity 783 | Director | June 06, 2014 | June 10, 2014 |
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.
COCA COLA CO
Report date November 24, 2003 · Filed December 04, 2003
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 par valueSEC Table I · non-derivative | IndirectBy wife as trustee | 32,600 |
Reported balance
After 2003-11-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2003-11-24 · Gift · Disposed 32,600 · Balance 32,600 F1: Under the terms of a trust of which the Reporting Person's daughter is the beneficiary and the Reporting Person's wife is the trustee, 32,600 shares were transferred to the daughter who does not share the Reporting Person's household. F2: The Reporting Person disclaims beneficial ownership of these securities. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common Stock, $.25 par valueSEC Table I · non-derivative | Direct | 1,053,801 |
Reported balance
Holding disclosure · report date 2003-11-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,053,801 |
| Common Stock, $.25 par valueSEC Table I · non-derivative | IndirectBy 401(k) plan | 7,444 |
Reported balance
Holding disclosure · report date 2003-11-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,444 F3: Shares credited to the Reporting Person's account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of November 21, 2003. |
| Hypothetical sharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy International Thrift Plan | 7,160 |
Reported balance
Holding disclosure · report date 2003-11-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,160 F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company. F5: There is no data applicable with respect to the hypothetical shares. F6: As of December 31, 2002. |
| Hypothetical sharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Supplemental Benefit Plan | 13,503 |
Reported balance
Holding disclosure · report date 2003-11-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 13,503 F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company. F5: There is no data applicable with respect to the hypothetical shares. F7: As of June 30, 2003. |
Filing footnotes · ownership attribution and instrument terms
F1: Under the terms of a trust of which the Reporting Person's daughter is the beneficiary and the Reporting Person's wife is the trustee, 32,600 shares were transferred to the daughter who does not share the Reporting Person's household.
F2: The Reporting Person disclaims beneficial ownership of these securities. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3: Shares credited to the Reporting Person's account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of November 21, 2003.
F4: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company.
F5: There is no data applicable with respect to the hypothetical shares.
F6: As of December 31, 2002.
F7: As of June 30, 2003.
S&P Global Inc.
Report date January 03, 2012 · Filed January 05, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 19,073.97 |
Reported balance
After 2012-01-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2012-01-03 · Grant · Acquired 2,379.36 · Balance 19,073.97 F1: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2012. F2: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. |
| Common StockSEC Table I · non-derivative | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2012-01-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2012.
F2: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director.
Walmart Inc.
Report date June 06, 2014 · Filed June 10, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,254.1171 |
Reported balance
After 2014-06-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2014-06-06 · Grant · Acquired 2,267 · Balance 39,254.1171 F1: Represents annual equity grant as part of the Reporting Person's non-management director compensation. The receipt of these shares was deferred to a future date under an election previously made by the Reporting Person. F2: Balance adjusted to reflect shares acquired through dividend reinvestment and phantom shares acquired as dividend equivalents on deferred stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual equity grant as part of the Reporting Person's non-management director compensation. The receipt of these shares was deferred to a future date under an election previously made by the Reporting Person.
F2: Balance adjusted to reflect shares acquired through dividend reinvestment and phantom shares acquired as dividend equivalents on deferred stock.
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 |
|---|---|---|---|---|---|---|
| June 06, 2014 Filed Jun 10, 2014 20:34 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-020449 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,254.1171 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. The receipt of these shares was deferred to a future date under an election previously made by the Reporting Person. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment and phantom shares acquired as dividend equivalents on deferred stock. Read SEC document |
| June 07, 2013 Filed Jun 11, 2013 22:29 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-020106 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,337.4709 F1 · shares: Represents annual equity grant as part of the Reporting Person's non-management director compensation. The receipt of these shares was deferred to a future date under an election previously made by the Reporting Person. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment and phantom shares acquired as dividend equivalents on deferred stock. Read SEC document |
| June 01, 2012 Filed Jun 5, 2012 23:09 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-019427 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,309.9224 F1 · price: Represents annual equity grant as part of the Reporting Person's non-management director compensation. The receipt of these shares was deferred to a future date under an election made in a prior year. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment and phantom shares acquired as dividend equivalents on deferred stock. Read SEC document |
| January 03, 2012 Filed Jan 5, 2012 15:31 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,379.36 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-000707 · doc4.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,073.97 Underlying: Common Stock · 2,379.36 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2012. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 03, 2011 Filed Jun 7, 2011 22:39 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 3,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-018821 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,067.0786 F1 · price: Represents annual equity grant as part of the Reporting Person's non-management director compensation. The receipt of these shares was deferred to a future date under an election made in a prior year. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| January 03, 2011 Filed Jan 4, 2011 21:14 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,879.4 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-000591 · doc4.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,694.61 Underlying: Common Stock · 2,879.4 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the closing price of McGraw-Hill common stock on January 3, 2011. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 04, 2010 Filed Jun 8, 2010 22:16 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 3,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-016743 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,505.2531 F1 · price: Represents annual equity grant as part of the Reporting Person's non-management director compensation. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| January 04, 2010 Filed Jan 5, 2010 20:50 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 3,437.77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-000598 · doc4.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,815.21 Underlying: Common Stock · 3,437.77 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2009 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 05, 2009 Filed Jun 9, 2009 22:18 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 3,132.9548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-013645 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,911.5188 F1 · price: Represents annual equity grant as part of the Reporting Person's non-management director compensation. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| January 05, 2009 Filed Jan 7, 2009 14:18 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 2,429.36 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-000937 · doc4.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,377.44 Underlying: Common Stock · 2,429.36 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2008 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| September 30, 2008 Filed Oct 2, 2008 22:50 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 329.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-007773 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,452.8467 F1 · shares: Represents equity granted as part of non-management director compensation. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| June 06, 2008 Filed Jun 10, 2008 23:08 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,398.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-004115 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,074.5021 F1 · price: Each non-management director is entitled to $140,000 of stock as part of his or her non-management director compensation. Read SEC document |
| January 02, 2008 Filed Jan 3, 2008 21:32 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,501.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-08-000013 · daf370.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,948.08 Underlying: Common Stock · 1,501.33 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2007 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 01, 2007 Filed Jun 4, 2007 21:50 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-002275 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,676.0121 F1 · price: Each non-management director is entitled to $140,000 of stock as part of his or her non-management director compensation. F2 · balance_after: Balance adjusted to reflect shares acquired through dividend reinvestment. Read SEC document |
| January 02, 2007 Filed Jan 4, 2007 21:10 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,429.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-07-000017 · daf324.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,446.75 Underlying: Common Stock · 1,429.2 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2006 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| June 02, 2006 Filed Jun 6, 2006 22:03 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,927.03 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-06-001416 · form4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,707.74 F1 · price: Each non-management director is entitled to $140,000 of stock as part of his or her non-management director compensation. Read SEC document |
| June 02, 2006 Filed Jul 21, 2006 21:02 UTC Amendment | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,927.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-001849 · form4a.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,725.2 F1 · balance_after: This transaction is being reported again because the number of beneficially-owned securities held directly after the transaction was understated by 2,017.46 shares, which is equal to the number of shares purchased (2,000) by the beneficial owner on December 1, 2005, and shares acquired (17.46) through dividend reinvestment. The number of beneficially-owned shares held directly after the purchase on the Form 4 was stated correctly, but the beneficially-owned shares held directly on the Form 4 filed on June 6, 2006, were understated. Read SEC document |
| January 03, 2006 Filed Jan 5, 2006 19:33 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 1,732.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-06-000013 · daf251.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,017.56 Underlying: Common Stock · 1,732.92 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2005 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| December 01, 2005 Filed Dec 2, 2005 22:18 UTC | Walmart Inc. WMT · Entity 783 | PurchaseCommon Stock | 2,000 | $48.59 | $97,180.00 |
DisclosureSEC source: 0001252670-05-000115 · doc4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,798.17 Read SEC document |
| August 30, 2005 Filed Aug 30, 2005 18:34 UTC | Walmart Inc. WMT · Entity 783 | PurchaseCommon Stock | 3,000 | $45.36 | $136,080.00 |
DisclosureSEC source: 0001252670-05-000099 · doc4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,780.71 Read SEC document |
| June 03, 2005 Filed Jun 7, 2005 19:17 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,956.71 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001252670-05-000069 · doc4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,780.71 F1 · price: Each outside director is entitled to $140,000 of stock as part of his or her annual retainer. Read SEC document |
| February 22, 2005 Filed Feb 23, 2005 16:06 UTC | Walmart Inc. WMT · Entity 783 | PurchaseCommon Stock | 2,000 | $52.60 | $105,200.00 |
DisclosureSEC source: 0001252670-05-000026 · doc4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,824 Read SEC document |
| January 06, 2005 Filed Jan 7, 2005 17:30 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001252670-05-000014 · doc4.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824 F1 · price: Each outside director is entitled to $115,000 of stock as part of his or her annual retainer. This figure represents the prorated amount for Mr. Daft based on his appointment to the Board on January 6, 2005. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 20:03 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 837.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001196168-05-000010 · daf176.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,642.32 Underlying: Common Stock · 837.37 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month during 2004 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F2 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 18:43 UTC | S&P Global Inc. MHP · Entity 2879 | GrantPhantom Stock Units · Derivative | 804.95 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001196168-04-000023 · daf102.xml · derivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804.95 Underlying: Common Stock · 804.95 shares Expires not disclosed F2 · price: The phantom stock units were accrued under the McGraw-Hill Companies Director Deferred Stock Ownership Plan based on the average of the monthly average for each month of participation during 2003 of the means between the reported high and low sale prices of a share of McGraw-Hill Common Stock for each trading day during each month. F1 · derivative.exercise_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. F1 · derivative.expiration_date: The phantom stock units were accrued under The McGraw-Hill Companies Director Deferred Stock Ownership Plan and are to be settled 100% in The McGraw-Hill Companies common stock at such time as the reporting person ceases to be a director. Read SEC document |
| November 24, 2003 Filed Dec 4, 2003 19:55 UTC | COCA COLA CO (KO) · Entity 2806 | GiftCommon Stock, $.25 par value | 32,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-03-000164 · daf102.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife as trustee Disclosed balance after: 32,600 F1 · shares: Under the terms of a trust of which the Reporting Person's daughter is the beneficiary and the Reporting Person's wife is the trustee, 32,600 shares were transferred to the daughter who does not share the Reporting Person's household. F2 · balance_after: The Reporting Person disclaims beneficial ownership of these securities. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 04, 2003 Filed Aug 6, 2003 20:25 UTC | COCA COLA CO (KO) · Entity 2806 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $21.91 | $0.00 |
DisclosureSEC source: 0000021344-03-000106 · daf85.xml · derivative · entry 6 DAFT DOUGLAS N · CIK 0001019420 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 par value · 30,000 shares Expires 2003-10-20 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: Grant (with tax withholding right) was awarded on October 21, 1993. One-third of grant became exercisable one year after date of grant, with the remainder becoming exercisable in equal monthly installments over the next 24 months. Read SEC document |
| August 04, 2003 Filed Aug 6, 2003 20:25 UTC | COCA COLA CO (KO) · Entity 2806 | Tax withholdingCommon Stock, $.25 par value | 12,029 | $44.28 | $532,644.12 |
DisclosureSEC source: 0000021344-03-000106 · daf85.xml · nonDerivative · entry 3 DAFT DOUGLAS N · CIK 0001019420 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,053,801 F2 · kind: Includes 9,034 shares delivered to the issuer to pay the option exercise price with respect to 18,262 options exercised and 2,995 shares withheld by the issuer for taxes thereon. Read SEC document |
| August 04, 2003 Filed Aug 6, 2003 20:25 UTC | COCA COLA CO (KO) · Entity 2806 | Tax withholdingCommon Stock, $.25 par value | 5,795 | $44.37 | $257,124.15 |
DisclosureSEC source: 0000021344-03-000106 · daf85.xml · nonDerivative · entry 2 DAFT DOUGLAS N · CIK 0001019420 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,065,830 F1 · kind: Represents shares delivered to the issuer to pay the option exercise price with respect to 11,738 options exercised. Read SEC document |
| August 04, 2003 Filed Aug 6, 2003 20:25 UTC | COCA COLA CO (KO) · Entity 2806 | Exercise / conversionCommon Stock, $.25 par value | 30,000 | $21.91 | $657,186.00 |
DisclosureSEC source: 0000021344-03-000106 · daf85.xml · nonDerivative · entry 1 DAFT DOUGLAS N · CIK 0001019420 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071,625 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.