Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNION PACIFIC CORPUNP · Entity 2854 | Director | July 03, 2023 | July 05, 2023 |
| Walmart Inc.WMT · Entity 783 | Director | June 03, 2005 | June 07, 2005 |
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.
UNION PACIFIC CORP
Report date July 03, 2023 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 28,894 |
Reported balance
After 2023-07-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-03 · Grant · Acquired 392 · Balance 28,894 F1: Distribution ratio for Phantom Stock Units is 1:1. F2: Phantom Stock Units are payable in cash only commencing at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution ratio for Phantom Stock Units is 1:1.
F2: Phantom Stock Units are payable in cash only commencing at retirement.
Walmart Inc.
Report date June 03, 2005 · Filed June 07, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,939.71 |
Reported balance
After 2005-06-03 transaction · row 1
1 source rowRow 1 · 2005-06-03 · Grant · Acquired 2,956.71 · Balance 6,939.71 F1: Each outside director is entitled to $140,000 of stock as part of his or her annual retainer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each outside director is entitled to $140,000 of stock as part of his or her annual retainer.
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 03, 2011 Filed Jan 4, 2011 15:38 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 359 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-11-000022 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,572 Underlying: Common Stock · 359 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| October 01, 2010 Filed Oct 4, 2010 21:04 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 412 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-10-000132 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,213 Underlying: Common Stock · 412 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| July 01, 2010 Filed Jul 2, 2010 18:15 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 481 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-10-000098 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,801 Underlying: Common Stock · 481 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| April 01, 2010 Filed Apr 5, 2010 19:18 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 415 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-10-000074 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,320 Underlying: Common Stock · 415 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 04, 2010 Filed Jan 5, 2010 19:53 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-10-000022 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,905 Underlying: Common Stock · 391 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| October 01, 2009 Filed Oct 5, 2009 14:13 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 428 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-09-000124 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 428 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| July 01, 2009 Filed Jul 2, 2009 19:25 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 475 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-09-000098 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086 Underlying: Common Stock · 475 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| April 01, 2009 Filed Apr 2, 2009 19:51 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 611 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-09-000069 · edgardoc.xml · derivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611 Underlying: Common Stock · 611 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 01, 2009 Filed Jan 5, 2009 15:24 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000100885-09-000004 · edgardoc.xml · nonDerivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · security: Award of stock pursuant to Union Pacific Corporation 2000 Directors Stock Plan. Read SEC document |
| June 03, 2005 Filed Jun 7, 2005 18:27 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,956.71 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001252670-05-000064 · doc4.xml · nonDerivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939.71 F1 · price: Each outside director is entitled to $140,000 of stock as part of his or her annual retainer. Read SEC document |
| June 04, 2004 Filed Jun 8, 2004 22:49 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 2,032 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001252670-04-000071 · doc4.xml · nonDerivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,983 F1 · price: Each Outside Director is entitled to $115,000 of stock as part of his or her annual retainer. Read SEC document |
| June 06, 2003 Filed Jun 10, 2003 18:38 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 1,951 | $53.83 | $105,022.33 |
DisclosureSEC source: 0001194718-03-000002 · doc4.xml · nonDerivative · entry 1 VILLARREAL JOSE H · CIK 0001194718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 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.