Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Vice President & Treasurer | February 28, 2024 | March 01, 2024 |
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.
ALTRIA GROUP, INC.
Report date February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,743 |
Reported balance
After 2024-02-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-28 · Grant · Acquired 2,504 · Balance 70,743 F1: Shares of common stock received upon vesting of Performance Stock Units granted on February 25, 2021. |
| Common StockSEC Table I · non-derivative | Direct | 68,614 |
Reported balance
After 2024-02-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-02-28 · Tax withholding · Disposed 2,129 · Balance 68,614 F2: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units. F3: The closing price of Altria Group, Inc. common stock on February 27, 2024, the last trading day immediately preceding the shares vesting. F4: Total includes 28,020 Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectDPS | 3,152 |
Reported balance
Holding disclosure · report date 2024-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,152 F5: Shares held in the Altria Deferred Profit-Sharing Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 2,426 |
Reported balance
Holding disclosure · report date 2024-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,426 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock received upon vesting of Performance Stock Units granted on February 25, 2021.
F2: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units.
F3: The closing price of Altria Group, Inc. common stock on February 27, 2024, the last trading day immediately preceding the shares vesting.
F4: Total includes 28,020 Restricted Stock Units.
F5: Shares held in the Altria Deferred Profit-Sharing Plan.
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 |
|---|---|---|---|---|---|---|
| February 28, 2024 Filed Mar 1, 2024 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 2,129 | $40.90 | $87,076.10 |
DisclosureSEC source: 0000764180-24-000036 · wk-form4_1709327997.xml · nonDerivative · entry 2 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,614 F2 · shares: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units. F3 · price: The closing price of Altria Group, Inc. common stock on February 27, 2024, the last trading day immediately preceding the shares vesting. F4 · balance_after: Total includes 28,020 Restricted Stock Units. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,504 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-24-000036 · wk-form4_1709327997.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,743 F1 · shares: Shares of common stock received upon vesting of Performance Stock Units granted on February 25, 2021. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:10 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-24-000025 · wk-form4_1709237394.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,239 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 32,297 Restricted Stock Units. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:13 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 2,482 | $46.54 | $115,512.28 |
DisclosureSEC source: 0000764180-23-000037 · wf-form4_167778801388896.xml · nonDerivative · entry 2 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,527 F2 · shares: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units. F3 · price: The closing price of Altria Group, Inc. common stock on February 27, 2023, the last trading day immediately preceding the shares vesting. F4 · balance_after: Total includes 27,585 Restricted Stock Units. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 20:13 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-23-000037 · wf-form4_167778801388896.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,009 F1 · shares: Shares of common stock received upon vesting of Performance Stock Units granted on February 26, 2020. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:17 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-23-000030 · wf-form4_167770904809462.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,974 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 32,571 Restricted Stock Units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:17 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 1,458 | $51.47 | $75,043.26 |
DisclosureSEC source: 0000764180-22-000037 · wf-form4_164625222500021.xml · nonDerivative · entry 2 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,607 F2 · shares: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units. F3 · price: The closing price of Altria Group, Inc. common stock on February 25, 2022, the last trading day immediately preceding the shares vesting. F4 · balance_after: Total includes 28,204 Restricted Stock Units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:17 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 958 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-22-000037 · wf-form4_164625222500021.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,065 F1 · shares: Shares of common stock received upon vesting of Performance Stock Units granted on February 26, 2019. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:31 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-22-000020 · wf-form4_164608028554855.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,107 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 31,915 Restricted Stock Units. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 19:16 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 14,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-21-000129 · wf-form4_163544859633167.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,716 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 27,524 Restricted Stock Units. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:15 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,277 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-21-000038 · wf-form4_161463330228828.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,166 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 12,974 Restricted Stock Units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 20:29 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 1,131 | $43.55 | $49,255.05 |
DisclosureSEC source: 0000764180-21-000019 · wf-form4_161350736608062.xml · nonDerivative · entry 2 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,889 F2 · shares: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units. F3 · price: The closing price of Altria Group, Inc. common stock on February 10, 2021, the last trading day immediately preceding the shares vesting. F4 · balance_after: Total includes 8,697 Restricted Stock Units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 20:29 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-21-000019 · wf-form4_161350736608062.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,020 F1 · shares: Shares of common stock received upon vesting of Performance Stock Units granted on January 30, 2018. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 20:02 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000076 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,348 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 11,467 Restricted Stock Units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 1,183 | $46.20 | $54,654.60 |
DisclosureSEC source: 0001182489-20-000046 · edgar.xml · nonDerivative · entry 2 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,362 F2 · shares: Shares withheld to satisfy taxes on the vesting of Performance Stock Units and Restricted Stock Units. F3 · price: The closing price of Altria Group, Inc. common stock on February 10, 2020, the last trading day immediately preceding the shares vesting. F4 · balance_after: Total includes 6,481 Restricted Stock Units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:05 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 1,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000046 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,545 F1 · shares: Shares of common stock received upon vesting of Performance Stock Units granted on January 30, 2017. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 20:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-19-000141 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,437 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 9,013 Restricted Stock Units. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 20:48 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 770 | $48.84 | $37,602.95 |
DisclosureSEC source: 0001182489-19-000091 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,726 F1 · shares: Shares withheld to satisfy taxes on the vesting of Restricted Stock Units. F2 · price: The average of the high and low intraday trading price of Altria Group, Inc. common stock on February 7, 2019. F3 · balance_after: Includes 5,302 Restricted Stock Units. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:00 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 880 | $67.24 | $59,171.20 |
DisclosureSEC source: 0001182489-18-000065 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,496 F1 · shares: Shares withheld to satisfy taxes on the vesting of Restricted Stock Units. F2 · price: The average of the high and low intraday trading price of Altria Group, Inc. common stock on February 7, 2018. F3 · balance_after: Includes 7,505 Restricted Stock Units. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 20:35 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000043 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,376 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 10,205 Restricted Stock Units. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 20:38 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 1,354 | $72.18 | $97,724.95 |
DisclosureSEC source: 0001182489-17-000171 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,606 F1 · shares: Shares withheld to satisfy taxes on the vesting of Restricted Stock. F2 · price: The average of the high and low intraday trading price of Altria Group, Inc. common stock on February 9, 2017. F3 · balance_after: Includes 7,435 Restricted Stock Units. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 20:47 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000112 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,960 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 7,435 Restricted Stock Units and 4,090 shares of Restricted Stock. Read SEC document |
| February 11, 2016 Filed Feb 16, 2016 20:49 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 1,248 | $59.74 | $74,555.52 |
DisclosureSEC source: 0001182489-16-000928 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,428 F1 · shares: Shares withheld to satisfy taxes on the vesting of Restricted Stock. F2 · price: The average of the high and low price of Altria Group, Inc. common stock on February 11, 2016. F3 · balance_after: Includes 4,903 Restricted Stock Units and 4,090 shares of Restricted Stock. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 21:10 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-000871 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,676 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 4,903 Restricted Stock Units and 7,860 shares of Restricted Stock. Read SEC document |
| November 20, 2015 Filed Nov 24, 2015 20:48 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 7.5309 | $58.09 | $437.47 |
DisclosureSEC source: 0001182489-15-000759 · edgar.xml · nonDerivative · entry 3 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 2,426 F3 · balance_after: Includes 44 shares acquired through the reinvestment of dividends since March 1, 2015, the date of the last reportable transaction. Read SEC document |
| November 20, 2015 Filed Nov 24, 2015 20:48 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 302 | $58.15 | $17,561.30 |
DisclosureSEC source: 0001182489-15-000759 · edgar.xml · nonDerivative · entry 1 Bryant Daniel J · CIK 0001635062 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,473 F1 · balance_after: Includes 2,700 Restricted Stock Units and 7,860 shares of Restricted Stock. 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.