Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walmart Inc.WMT · Entity 783 | Director | February 23, 2005 | February 25, 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.
Walmart Inc.
Report date February 23, 2005 · Filed February 25, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 96,136 |
Reported balance
After 2005-02-23 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2005-02-23 · Sale · Disposed 45,000 · Balance 96,136 |
| Common StockSEC Table I · non-derivative | Direct | 346,748 |
Reported balance
Holding disclosure · report date 2005-02-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 346,748 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 39,171 |
Reported balance
Holding disclosure · report date 2005-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 39,171 |
| Common StockSEC Table I · non-derivative | IndirectBy Family LLC | 14,326 |
Reported balance
Holding disclosure · report date 2005-02-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,326 |
| Common StockSEC Table I · non-derivative | IndirectBy Gift Trust | 29,637 |
Reported balance
Holding disclosure · report date 2005-02-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 29,637 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 220 |
Reported balance
Holding disclosure · report date 2005-02-23 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 220 |
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 14, 2004 Filed Feb 5, 2004 21:15 UTC | Walmart Inc. WMT · Entity 783 | GiftCommon Stock | 5,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000058 · doc4.xml · nonDerivative · entry 1 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,580 Read SEC document |
| January 12, 2004 Filed Jan 14, 2004 17:50 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionStock Option · Derivative | 7,132 | $12.63 Strike: $12.63 | $90,041.50 |
DisclosureSEC source: 0001252671-04-000042 · doc4.xml · derivative · entry 8 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,132 shares Expires 2004-01-20 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. Read SEC document |
| January 12, 2004 Filed Jan 14, 2004 17:50 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 1,838 | $52.51 | $96,513.38 |
DisclosureSEC source: 0001252671-04-000042 · doc4.xml · nonDerivative · entry 2 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,874 Read SEC document |
| January 12, 2004 Filed Jan 14, 2004 17:50 UTC | Walmart Inc. WMT · Entity 783 | Exercise / conversionCommon Stock | 7,132 | $12.63 | $90,041.50 |
DisclosureSEC source: 0001252671-04-000042 · doc4.xml · nonDerivative · entry 1 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,712 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 06, 2004 Filed Jan 7, 2004 23:50 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 1,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000006 · doc4.xml · nonDerivative · entry 2 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 39,104 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 7, 2004 23:50 UTC | Walmart Inc. WMT · Entity 783 | GrantStock Option · Derivative | 279,355 | $52.12 Strike: $52.12 | $14,559,982.60 |
DisclosureSEC source: 0001252671-04-000006 · doc4.xml · derivative · entry 7 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,355 Underlying: Common Stock · 279,355 shares Expires 2014-01-04 Read SEC document |
| January 05, 2004 Filed Jan 7, 2004 23:50 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 38,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-04-000006 · doc4.xml · nonDerivative · entry 1 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,580 Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 20:07 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 1,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-03-000019 · doc4.xml · nonDerivative · entry 2 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 37,285 F2 · kind: Filer is a participant of the Profit Sharing Plan. Due to stock price during FY 03, and changes in the percentage of plan assets, total shares credited may have decreased. The information reported herein is based on a Plan statement dated January 31, 2003. Read SEC document |
| August 19, 2003 Filed Aug 21, 2003 20:07 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 9,958 | $58.72 | $584,733.76 |
DisclosureSEC source: 0001252671-03-000019 · doc4.xml · nonDerivative · entry 8 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 85,426 Read SEC document |
| August 19, 2003 Filed Aug 21, 2003 20:07 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 4,300 | $58.70 | $252,410.00 |
DisclosureSEC source: 0001252671-03-000019 · doc4.xml · nonDerivative · entry 7 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 95,384 Read SEC document |
| August 19, 2003 Filed Aug 21, 2003 20:07 UTC | Walmart Inc. WMT · Entity 783 | SaleCommon Stock | 21,559 | $58.82 | $1,268,100.38 |
DisclosureSEC source: 0001252671-03-000019 · doc4.xml · nonDerivative · entry 6 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 99,684 Read SEC document |
| June 30, 2003 Filed Aug 21, 2003 20:07 UTC | Walmart Inc. WMT · Entity 783 | OtherCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001252671-03-000019 · doc4.xml · nonDerivative · entry 1 COUGHLIN THOMAS M · CIK 0001194697 · Director · Vice Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,207 F1 · kind: Shares acquired through the Employee Stock Option Plan (exempt under Rule 16b-3(c). This information reported herein is based o n a Plan statement dated as of June 30, 2003. 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.