Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walmart Inc.WMT · Entity 783 | Vice Chairman | January 09, 2008 | January 11, 2008 |
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.
Walmart Inc.
Report date January 09, 2008 · Filed January 11, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 384,462.578 |
Ending reported balance
After 2008-01-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2008-01-09 · Disposition to issuer · Disposed 7,118 · Balance 384,567.578 F1: Restricted stock grant vested on January 9, 2008 and was deferred in cash under an election made in a previous year. Row 2 · 2008-01-09 · Tax withholding · Disposed 105 · Balance 384,462.578 F2: These shares were withheld to pay taxes upon the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant vested on January 9, 2008 and was deferred in cash under an election made in a previous year.
F2: These shares were withheld to pay taxes 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 |
|---|---|---|---|---|---|---|
| September 13, 2004 Filed Sep 14, 2004 15:23 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 17,150 | $11.75 | $201,512.50 |
DisclosureSEC source: 0001252670-04-000127 · doc4.xml · nonDerivative · entry 1 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,785 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2004 Filed Mar 10, 2004 21:03 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 4,931 | $60.46 | $298,128.26 |
DisclosureSEC source: 0001252671-04-000096 · doc4.xml · nonDerivative · entry 1 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,635 F1 · kind: Restricted stock grant vested on 03/08/04 and was deferred in cash. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 21:10 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 1,330 | $60.45 | $80,398.50 |
DisclosureSEC source: 0001252671-04-000089 · doc4.xml · nonDerivative · entry 1 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,566 F1 · kind: Restricted stock grant vested on 03/01/04 and was deferred in cash. Read SEC document |
| February 23, 2004 Filed Feb 25, 2004 23:19 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 27,778 | $60.05 | $1,668,068.90 |
DisclosureSEC source: 0001252671-04-000076 · doc4.xml · nonDerivative · entry 1 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,896 F1 · kind: Restricted stock grant vested on 02/21/04 and was deferred in cash. Read SEC document |
| January 06, 2004 Filed Jan 8, 2004 00:19 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000015 · doc4.xml · nonDerivative · entry 2 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 836 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 00:19 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Option · Derivative | 225,403 | $52.12 Strike: $52.12 | $11,748,004.36 |
DisclosureSEC source: 0001252671-04-000015 · doc4.xml · derivative · entry 3 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,403 Underlying: Common Stock · 225,403 shares Expires 2014-01-04 Read SEC document |
| January 05, 2004 Filed Jan 8, 2004 00:19 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 33,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000015 · doc4.xml · nonDerivative · entry 1 MENZER JOHN B · CIK 0001194705 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,644 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.