Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sunrun Inc.RUN · Entity 4507 | Director | January 02, 2026 | January 07, 2026 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | March 04, 2013 | March 07, 2013 |
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.
Sunrun Inc.
Report date January 02, 2026 · Filed January 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 112,629 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 9,687 · Balance 112,629 F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2027, subject to the Reporting Person's continued service as of that date. F2: Shares held following the reported transaction include 9,687 RSUs, which are subject to forfeiture until they vest. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 437 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 437 F3: Shares are held by Mirova Investment Management for the benefit of the Reporting Person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will fully vest on January 1, 2027, subject to the Reporting Person's continued service as of that date.
F2: Shares held following the reported transaction include 9,687 RSUs, which are subject to forfeiture until they vest.
F3: Shares are held by Mirova Investment Management for the benefit of the Reporting Person's spouse.
Walmart Inc.
Report date March 04, 2013 · Filed March 07, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,727 |
Reported balance
After 2012-12-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-12-27 · Gift · Disposed 72,463 · Balance 98,727 F1: Shares were transferred by the reporting person by gift to a family trust. |
| Common StockSEC Table I · non-derivative | Direct | 116,919 |
Reported balance
After 2013-03-04 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2013-03-04 · Grant · Acquired 18,192 · Balance 116,919 F2: Represents the vesting of performance shares for the three-year performance period ending January 31, 2013, as certified by the Compensation, Nominating and Governance Committee on March 4, 2013. |
| Common StockSEC Table I · non-derivative | Direct | 108,014 |
Reported balance
After 2013-03-04 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2013-03-04 · Tax withholding · Disposed 8,905 · Balance 108,014 F3: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. |
| CommonSEC Table I · non-derivative | IndirectBy Trust for Family | 72,463 |
Reported balance
After 2012-12-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2012-12-27 · Gift · Acquired 72,463 · Balance 72,463 F1: Shares were transferred by the reporting person by gift to a family trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were transferred by the reporting person by gift to a family trust.
F2: Represents the vesting of performance shares for the three-year performance period ending January 31, 2013, as certified by the Compensation, Nominating and Governance Committee on March 4, 2013.
F3: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares.
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 31, 2012 Filed Feb 2, 2012 23:32 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 16,628 | $61.36 | $1,020,294.08 |
DisclosureSEC source: 0001127602-12-003778 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,596 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 23:25 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 40,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003416 · form4.xml · nonDerivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,224 F2 · shares: Restricted Stock granted on January 30, 2012 and will vest on January 30, 2013. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 23:25 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003416 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,441 F1 · shares: Restricted Stock granted on January 30, 2012 and will vest on January 30, 2015. Read SEC document |
| January 21, 2012 Filed Jan 23, 2012 23:12 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 878 | $61.01 | $53,566.78 |
DisclosureSEC source: 0001127602-12-002240 · form4.xml · nonDerivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,324 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 19, 2012 Filed Jan 23, 2012 23:12 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 781 | $60.61 | $47,336.41 |
DisclosureSEC source: 0001127602-12-002240 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,202 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 23:29 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 11,403 | $51.97 | $592,613.91 |
DisclosureSEC source: 0001127602-11-009061 · form4.xml · nonDerivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,983 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 23:29 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 26,242 | $51.97 | $1,363,796.74 |
DisclosureSEC source: 0001127602-11-009061 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,386 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2011, as certified by the Compensation, Nominating and Governance Committee on March 2, 2011. Read SEC document |
| January 31, 2011 Filed Feb 2, 2011 22:21 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 27,145 | $56.07 | $1,522,020.15 |
DisclosureSEC source: 0001127602-11-003545 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,144 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 24, 2011 Filed Jan 25, 2011 22:57 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 871 | $55.73 | $48,540.83 |
DisclosureSEC source: 0001127602-11-002290 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,289 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 23:18 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 40,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002017 · form4.xml · nonDerivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,160 F2 · shares: Restricted Stock granted on January 18, 2011 and will vest on January 31, 2012. Read SEC document |
| January 18, 2011 Filed Jan 20, 2011 23:18 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002017 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,355 F1 · shares: Restricted Stock granted on January 18, 2011 and will vest on January 18, 2014. Read SEC document |
| January 21, 2010 Filed Jan 26, 2010 00:42 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 905 | $52.92 | $47,892.60 |
DisclosureSEC source: 0001127602-10-002142 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,554 F1 · shares: Represents the shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 19, 2010 Filed Jan 22, 2010 00:07 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 6,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-001976 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,459 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. Read SEC document |
| January 23, 2009 Filed Jan 27, 2009 21:36 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 7,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-001757 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,518 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 |
| August 26, 2008 Filed Aug 28, 2008 21:49 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 980 | $59.00 | $57,820.00 |
DisclosureSEC source: 0001127602-08-006457 · form4.xml · nonDerivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,762 F2 · shares: Represents shares that were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| August 26, 2008 Filed Aug 28, 2008 21:49 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 66,542 | $59.00 | $3,925,978.00 |
DisclosureSEC source: 0001127602-08-006457 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,742 F1 · shares: Represents restricted stock vested on August 26, 2008. The reporting person elected to defer the shares in the form of cash upon vesting under an election made in a prior year. Read SEC document |
| June 04, 2008 Filed Jun 6, 2008 20:13 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 65,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-004046 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,284 F1 · shares: Restricted stock granted on June 4, 2008 and will vest on January 31, 2011. Read SEC document |
| March 05, 2008 Filed Mar 7, 2008 23:33 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionPerformance Shares · Derivative | 6,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-001812 · form4.xml · derivative · entry 5 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,670 shares Expires 2008-03-05 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. F1 · kind: On March 5, 2008 the Compensation, Nominating and Governance Committee certified the satisfaction of the performance goals applicable to performance shares initially granted on March 7, 2007. These performance shares were deferrred in the form of cash through an election made by the reporting inidividual in a previous year. Read SEC document |
| March 05, 2008 Filed Mar 7, 2008 23:33 UTC | Walmart Inc. WMT · Entity 783 | GrantPerformance Shares · Derivative | 6,670 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-001812 · form4.xml · derivative · entry 4 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,670 Underlying: Common Stock · 6,670 shares Expires 2008-03-05 F1 · kind: On March 5, 2008 the Compensation, Nominating and Governance Committee certified the satisfaction of the performance goals applicable to performance shares initially granted on March 7, 2007. These performance shares were deferrred in the form of cash through an election made by the reporting inidividual in a previous year. Read SEC document |
| March 05, 2008 Filed Mar 7, 2008 23:33 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 97 | $49.55 | $4,806.35 |
DisclosureSEC source: 0001127602-08-001812 · form4.xml · nonDerivative · entry 3 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,403 F2 · kind: These shares were withheld to pay taxes on the vesting of performance based shares. Read SEC document |
| March 05, 2008 Filed Mar 7, 2008 23:33 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 6,573 | $49.55 | $325,692.15 |
DisclosureSEC source: 0001127602-08-001812 · form4.xml · nonDerivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,500 Read SEC document |
| March 05, 2008 Filed Mar 7, 2008 23:33 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 6,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-001812 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,073 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. F1 · kind: On March 5, 2008 the Compensation, Nominating and Governance Committee certified the satisfaction of the performance goals applicable to performance shares initially granted on March 7, 2007. These performance shares were deferrred in the form of cash through an election made by the reporting inidividual in a previous year. Read SEC document |
| January 21, 2008 Filed Jan 22, 2008 13:59 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 7,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-000324 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,403 F1 · shares: Restricted Stock granted on 1/21/08 and will vest in equal installments on January 21, 2010; January 21, 2012; and January 21, 2013. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 20:10 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Options · Derivative | 31,276 | $0.00 Strike: $47.96 | $0.00 |
DisclosureSEC source: 0001127602-07-000274 · form4.xml · derivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,276 Underlying: Common Stock · 31,276 shares Expires 2017-01-21 F1 · derivative.exercise_date: The option is exercisable in five equal annual installments beginning on January 22, 2008. Read SEC document |
| August 28, 2006 Filed Aug 29, 2006 23:13 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Options · Derivative | 168,805 | $0.00 Strike: $44.43 | $0.00 |
DisclosureSEC source: 0001127602-06-002125 · form4.xml · derivative · entry 2 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,805 Underlying: Common Stock · 168,805 shares Expires 2016-08-27 F2 · derivative.exercise_date: This option grant vests 40 percent after 2 years from grant date; 35 percent after 3 years from grant date; 25 percent after 5 years from grant date. Read SEC document |
| August 28, 2006 Filed Aug 29, 2006 23:13 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 67,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-002125 · form4.xml · nonDerivative · entry 1 Dach Leslie A · CIK 0001371248 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,522 F1 · shares: This restricted stock grant vests 100 percent after 2 years from grant date. 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.