Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Director · CEO & President | July 31, 2026 | August 04, 2026 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | May 14, 2020 | May 15, 2020 |
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.
AT&T INC.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 78,672.116 |
Reported balance
After 2026-07-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 927.915 · Balance 78,672.116 F1: Represents reinvestment of dividend equivalents on deferred stock units purchased by the reporting person. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 18,244.0712 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,244.0712 F2: Based on a 401(k) plan statement dated 6/30/2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 1,255,469 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,255,469 |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 120,000 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 120,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents reinvestment of dividend equivalents on deferred stock units purchased by the reporting person. Deferred stock units are settled only in stock on a 1-for-1 basis.
F2: Based on a 401(k) plan statement dated 6/30/2026.
UNITED PARCEL SERVICE INC
Report date May 14, 2020 · Filed May 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,350.0703 |
Reported balance
After 2020-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-14 · Grant · Acquired 1,908 · Balance 12,350.0703 F1: One Unit is equivalent to one share of UPS Class A common stock. F2: Grant of Restricted Stock Units (RSUs) pursuant to incentive compensation plan. RSUs convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: One Unit is equivalent to one share of UPS Class A common stock.
F2: Grant of Restricted Stock Units (RSUs) pursuant to incentive compensation plan. RSUs convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| August 31, 2004 Filed Sep 2, 2004 13:41 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 287.9023 | $25.79 | $7,425.00 |
DisclosureSEC source: 0000732717-04-000548 · doc4.xml · nonDerivative · entry 3 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 17,869.5789 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| July 30, 2004 Filed Aug 2, 2004 20:38 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 503.626 | $25.34 | $12,761.88 |
DisclosureSEC source: 0000732717-04-000519 · doc4.xml · nonDerivative · entry 3 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 17,581.676 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| June 30, 2004 Filed Jul 2, 2004 18:24 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 306.186 | $24.25 | $7,425.01 |
DisclosureSEC source: 0000732717-04-000449 · doc4.xml · nonDerivative · entry 3 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 17,078.05 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| June 01, 2004 Filed Jun 2, 2004 20:02 UTC | AT&T INC. SBC · Entity 1012 | GrantEmployee Stock Option (right to buy) - SSP · Derivative | 7,993 | $0.00 Strike: $23.74 | $0.00 |
DisclosureSEC source: 0000732717-04-000390 · doc4.xml · derivative · entry 5 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,993 Underlying: Common Stock · 7,993 shares Expires 2014-05-30 F2 · kind: Options were acquired pursuant to the SBC Stock Savings Plan, where two options are issued for each share purchased by a particip ant's contributions. F3 · shares: Represents number of options granted. Employee may purchase one share of SBC common stock per option. Read SEC document |
| May 28, 2004 Filed Jun 2, 2004 20:02 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 313.291 | $23.70 | $7,425.00 |
DisclosureSEC source: 0000732717-04-000390 · doc4.xml · nonDerivative · entry 3 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 16,771.864 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| April 30, 2004 Filed May 4, 2004 19:15 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 498.495 | $24.90 | $12,412.53 |
DisclosureSEC source: 0000732717-04-000321 · doc4.xml · nonDerivative · entry 3 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 16,458.573 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 14:56 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 292.481 | $24.54 | $7,177.48 |
DisclosureSEC source: 0000732717-04-000239 · doc4.xml · nonDerivative · entry 3 STANKEY JOHN T · CIK 0001240292 · Sr. Exec. VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by benefit plans Disclosed balance after: 15,960.078 F1 · kind: Automatic purchase of shares through SBC Stock Savings Plan in the form of deferred stock units settled only in stock on a 1-for- 1 basis as provided for in the Plan. 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.