Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| General Motors CoGM · Entity 2958 | Director | December 31, 2024 | January 03, 2025 |
| KKR & Co. Inc.KKR · Entity 338 | Director | December 09, 2021 | December 10, 2021 |
| NORTHROP GRUMMAN CORP /DE/NOC · Entity 2963 | Director | May 20, 2026 | May 21, 2026 |
| Walmart Inc.WMT · Entity 783 | Exec VP | January 31, 2011 | February 02, 2011 |
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.
General Motors Co
Report date December 31, 2024 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share Units ("DSUs")SEC Table II · derivative / convertible security | Direct | 57,003 |
Reported balance
After 2024-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-12-31 · Grant · Acquired 4,154 · Balance 57,003 F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. |
| Deferred Share Units ("DSUs")SEC Table II · derivative / convertible security | Direct | 57,578 |
Reported balance
After 2024-12-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-12-31 · Grant · Acquired 575 · Balance 57,578 F2: Represents dividends accrued on DSUs in 2024 that were credited as additional DSUs at the end of the year. F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Amounts credited as DSUs will be paid in cash after the non-employee director leaves the Board, valued at the average closing price of the Company's Common Stock during the quarter immediately preceding payment.
F2: Represents dividends accrued on DSUs in 2024 that were credited as additional DSUs at the end of the year.
KKR & Co. Inc.
Report date December 09, 2021 · Filed December 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,058 |
Reported balance
After 2021-12-09 transaction · row 1
1 source rowRow 1 · 2021-12-09 · Grant · Acquired 2,479 · Balance 86,058 F1: Represents restricted stock units of KKR & Co. Inc., which were approved for grant under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan and will generally vest on October 1, 2022. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of KKR & Co. Inc., which were approved for grant under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan and will generally vest on October 1, 2022. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc.
NORTHROP GRUMMAN CORP /DE/
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,737 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 349 · Balance 16,737 F1: Represents shares of common stock deferred into a stock unit account pursuant to the Northrop Grumman 2024 Long-Term Incentive Stock Plan (the "Plan") in a transaction exempt pursuant to Rule 16b-3. F2: Amount includes (i) 3,160 shares of common stock; and (ii) 13,577 shares of common stock, including dividends, held in a stock unit account pursuant to the Plan and the Northrop Grumman 2011 Long-Term Incentive Stock Plan. Dividends earned on shares held in the stock unit account were exempt from Section 16 and not reportable under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock deferred into a stock unit account pursuant to the Northrop Grumman 2024 Long-Term Incentive Stock Plan (the "Plan") in a transaction exempt pursuant to Rule 16b-3.
F2: Amount includes (i) 3,160 shares of common stock; and (ii) 13,577 shares of common stock, including dividends, held in a stock unit account pursuant to the Plan and the Northrop Grumman 2011 Long-Term Incentive Stock Plan. Dividends earned on shares held in the stock unit account were exempt from Section 16 and not reportable under Rule 16a-11.
Walmart Inc.
Report date January 31, 2011 · Filed February 02, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 252,718 |
Reported balance
After 2011-01-31 transaction · row 1
1 source rowRow 1 · 2011-01-31 · Tax withholding · Disposed 12,481 · Balance 252,718 F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Profit Sharing and 401(k) | 381.5295 |
Reported balance
Holding disclosure · report date 2011-01-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 381.5295 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted 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 |
|---|---|---|---|---|---|---|
| November 23, 2010 Filed Nov 26, 2010 22:07 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 45,039 | $54.03 | $2,433,367.09 |
DisclosureSEC source: 0001127602-10-028959 · form4.xml · nonDerivative · entry 4 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,413 Read SEC document |
| November 23, 2010 Filed Nov 26, 2010 22:07 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 45,039 | $47.96 | $2,160,070.44 |
DisclosureSEC source: 0001127602-10-028959 · form4.xml · nonDerivative · entry 3 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,452 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 23, 2010 Filed Nov 26, 2010 22:07 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 63,033 | $54.03 | $3,405,546.92 |
DisclosureSEC source: 0001127602-10-028959 · form4.xml · nonDerivative · entry 2 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,413 Read SEC document |
| November 23, 2010 Filed Nov 26, 2010 22:07 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 63,033 | $45.69 | $2,879,977.77 |
DisclosureSEC source: 0001127602-10-028959 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,446 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 |
| January 21, 2010 Filed Jan 26, 2010 00:46 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 2,108 | $52.92 | $111,555.36 |
DisclosureSEC source: 0001127602-10-002144 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,413 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 21, 2010 23:43 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 20,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-001966 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,521 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 04, 2010 Filed Jan 6, 2010 23:00 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 165 | $53.45 | $8,819.25 |
DisclosureSEC source: 0001127602-10-000994 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,699 F1 · shares: Represents the shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| February 28, 2009 Filed Mar 3, 2009 21:41 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 126 | $49.24 | $6,204.24 |
DisclosureSEC source: 0001127602-09-005579 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,864 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 30, 2009 Filed Feb 3, 2009 21:32 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 663 | $47.12 | $31,240.56 |
DisclosureSEC source: 0001127602-09-002450 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,990 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| January 23, 2009 Filed Jan 27, 2009 21:51 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 23,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-001770 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,653 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 05, 2009 Filed Jan 7, 2009 22:50 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,284 | $56.52 | $72,571.68 |
DisclosureSEC source: 0001127602-09-000869 · form4.xml · nonDerivative · entry 2 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,385 F2 · shares: Represents the shares withheld to satisfy tax withholding obligation upon the vesting of restricted stock. Read SEC document |
| January 05, 2009 Filed Jan 7, 2009 22:50 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 81,482 | $56.52 | $4,605,362.64 |
DisclosureSEC source: 0001127602-09-000869 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,669 F1 · shares: Restricted stock grant vesting on January 5, 2009 that was deferred into cash under an election made by the reporting person in a prior year. Read SEC document |
| August 18, 2008 Filed Aug 20, 2008 22:14 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Options · Derivative | 88,053 | $0.00 Strike: $50.70 | $0.00 |
DisclosureSEC source: 0001127602-08-006196 · form4.xml · derivative · entry 5 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 88,053 shares Expires 2011-03-08 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. F3 · derivative.exercise_date: These options are exercisable in 5 equal annual increments each year after the grant date. Read SEC document |
| August 18, 2008 Filed Aug 20, 2008 22:14 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 5,516 | $59.24 | $326,767.84 |
DisclosureSEC source: 0001127602-08-006196 · form4.xml · nonDerivative · entry 3 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,151 F1 · kind: Includes shares that were withheld to pay taxes upon the exercise of stock options. Read SEC document |
| August 18, 2008 Filed Aug 20, 2008 22:14 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 82,537 | $59.20 | $4,886,314.21 |
DisclosureSEC source: 0001127602-08-006196 · form4.xml · nonDerivative · entry 2 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,667 Read SEC document |
| August 18, 2008 Filed Aug 20, 2008 22:14 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 88,053 | $50.70 | $4,464,287.10 |
DisclosureSEC source: 0001127602-08-006196 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,204 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 |
| January 21, 2008 Filed Jan 22, 2008 12:25 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 18,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-000315 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,151 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 09, 2008 Filed Jan 11, 2008 22:49 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 70 | $46.90 | $3,283.00 |
DisclosureSEC source: 0001127602-08-000222 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,235 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| January 03, 2008 Filed Jan 8, 2008 00:39 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 214 | $46.38 | $9,925.32 |
DisclosureSEC source: 0001127602-08-000170 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,305 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 23:11 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 59 | $47.93 | $2,827.87 |
DisclosureSEC source: 0001127602-07-001029 · form4.xml · nonDerivative · entry 2 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,519 F2 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 23:11 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 137,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-07-001029 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,578 F1 · shares: On March 7, 2007, the Compensation, Nominating and Governance Committee certified the achievement of the revenue growth performance goal for the performance-based restricted shares awarded January 5, 2006, and January 11, 2006. The shares will vest 60% three years from date of grant and 40% five years from date of grant under the condition of continued employment. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 20:42 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Options · Derivative | 75,063 | $0.00 Strike: $47.96 | $0.00 |
DisclosureSEC source: 0001127602-07-000280 · form4.xml · derivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,063 Underlying: Common Stock · 75,063 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 |
| January 05, 2007 Filed Jan 9, 2007 00:43 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 198 | $47.39 | $9,383.22 |
DisclosureSEC source: 0001127602-07-000181 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,774 F1 · shares: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 20:35 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 296 | $47.55 | $14,074.80 |
DisclosureSEC source: 0001127602-07-000174 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,972 F1 · kind: These shares were withheld to pay taxes upon the distribution of deferred stock. Read SEC document |
| March 20, 2006 Filed Mar 22, 2006 23:43 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionPerformance Shares · Derivative | 16,428 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-06-000599 · form4.xml · derivative · entry 5 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,428 shares Expires 2006-03-20 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. F1 · kind: On March 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded January 3, 2005. One half of the performance shares were deferred into a cash account and the remaining shares were deferred pursuant to an election by the reporting individual in a previous year. F1 · derivative.exercise_date: On March 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded January 3, 2005. One half of the performance shares were deferred into a cash account and the remaining shares were deferred pursuant to an election by the reporting individual in a previous year. Read SEC document |
| March 20, 2006 Filed Mar 22, 2006 23:43 UTC | Walmart Inc. WMT · Entity 783 | Disposition to issuerCommon Stock | 8,095 | $47.76 | $386,617.20 |
DisclosureSEC source: 0001127602-06-000599 · form4.xml · nonDerivative · entry 3 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,268 F1 · kind: On March 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded January 3, 2005. One half of the performance shares were deferred into a cash account and the remaining shares were deferred pursuant to an election by the reporting individual in a previous year. Read SEC document |
| March 20, 2006 Filed Mar 22, 2006 23:43 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 239 | $47.76 | $11,414.64 |
DisclosureSEC source: 0001127602-06-000599 · form4.xml · nonDerivative · entry 2 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,363 F2 · kind: These shares were withheld to pay taxes on the delivery of the performance shares. Read SEC document |
| March 20, 2006 Filed Mar 22, 2006 23:43 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 16,428 | $47.76 | $784,601.28 |
DisclosureSEC source: 0001127602-06-000599 · form4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,602 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 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded January 3, 2005. One half of the performance shares were deferred into a cash account and the remaining shares were deferred pursuant to an election by the reporting individual in a previous year. Read SEC document |
| March 08, 2006 Filed Mar 9, 2006 17:35 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 65 | $45.27 | $2,942.55 |
DisclosureSEC source: 0001252670-06-000045 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,174 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| March 01, 2006 Filed Mar 3, 2006 23:37 UTC | Walmart Inc. WMT · Entity 783 | GrantPerformance Shares · Derivative | 16,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001005477-06-001573 · edgar123.xml · derivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,428 Underlying: Common Stock · 16,428 shares Expires not disclosed F1 · derivative.exercise_price: On March 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded on January 3, 2005. The pay out of the performance shares will occur on or after March 20, 2006 and may be taken in shares of common stock, cash, or a combination of the two, which will be reported on a Form 4. F1 · derivative.exercise_date: On March 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded on January 3, 2005. The pay out of the performance shares will occur on or after March 20, 2006 and may be taken in shares of common stock, cash, or a combination of the two, which will be reported on a Form 4. F1 · derivative.expiration_date: On March 1, 2006 the Compensation, Nominating and Governance Committee certified the revenue growth and the return on investment performance goals for the first tranche of performance shares awarded on January 3, 2005. The pay out of the performance shares will occur on or after March 20, 2006 and may be taken in shares of common stock, cash, or a combination of the two, which will be reported on a Form 4. Read SEC document |
| January 09, 2006 Filed Jan 11, 2006 21:09 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 127 | $45.71 | $5,805.17 |
DisclosureSEC source: 0001252670-06-000032 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,239 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| January 05, 2006 Filed Jan 9, 2006 21:51 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Option · Derivative | 78,792 | $0.00 Strike: $45.69 | $0.00 |
DisclosureSEC source: 0001252670-06-000020 · doc4.xml · derivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,792 Underlying: Common Stock · 78,792 shares Expires 2016-01-04 F1 · derivative.exercise_date: This option vests in 5 equal installments beginning on January 5, 2007. Read SEC document |
| March 07, 2005 Filed Mar 9, 2005 20:54 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 59 | $52.78 | $3,114.02 |
DisclosureSEC source: 0001252670-05-000038 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,366 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 20:52 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 77 | $52.04 | $4,007.08 |
DisclosureSEC source: 0001252670-05-000031 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,425 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| January 31, 2005 Filed Feb 1, 2005 16:26 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 347 | $52.40 | $18,182.80 |
DisclosureSEC source: 0001252670-05-000021 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,502 F1 · kind: These shares were withheld to pay taxes upon the vesting of restricted stock. Read SEC document |
| January 03, 2005 Filed Jan 5, 2005 21:51 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Option · Derivative | 60,463 | $53.35 Strike: $53.35 | $3,225,701.05 |
DisclosureSEC source: 0001252670-05-000010 · doc4.xml · derivative · entry 3 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,463 Underlying: Common Stock · 60,463 shares Expires 2015-01-02 F1 · balance_after: This option to purchase shares of Wal-Mart common stock was granted under the Wal-Mart Stock Incentive Plan of 1998 in a transaction exempt under Rule 16b-3. This option becomes exercisable in 1/5 increments each year after the grant date and includes a tandem tax withholding right. Read SEC document |
| January 03, 2005 Filed Jan 5, 2005 21:51 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 21,162 | $53.35 | $1,128,992.70 |
DisclosureSEC source: 0001252670-05-000010 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,849 Read SEC document |
| January 06, 2004 Filed Jan 8, 2004 01:23 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000030 · doc4.xml · nonDerivative · entry 2 SCHOEWE THOMAS M · CIK 0001161375 · Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 143 F1 · kind: Due to stock price fluctations, and changes in the percentage of Plan assets, total shares credited may have decreased. The info rmation reported is based on a Plan statement dated Oct 31, 2003. Read SEC document |
| January 05, 2004 Filed Jan 8, 2004 01:23 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Option · Derivative | 119,779 | $52.12 Strike: $52.12 | $6,242,881.48 |
DisclosureSEC source: 0001252671-04-000030 · doc4.xml · derivative · entry 3 SCHOEWE THOMAS M · CIK 0001161375 · Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,779 Underlying: Common Stock · 119,779 shares Expires 2014-01-04 Read SEC document |
| January 05, 2004 Filed Jan 8, 2004 01:23 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 19,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000030 · doc4.xml · nonDerivative · entry 1 SCHOEWE THOMAS M · CIK 0001161375 · Exec Vice Pres and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,687 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.