Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REGIONS FINANCIAL CORPRF · Entity 3186 | SEVP | July 01, 2026 | July 02, 2026 |
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.
REGIONS FINANCIAL CORP
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,125 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Exercise / conversion · Acquired 28,411 · Balance 28,411 F1: Represents the vesting of restricted stock units granted on July 1, 2025 (first of three equal annual installments) that settle in shares of common stock on a 1-for-1 basis Row 2 · 2026-07-01 · Tax withholding · Disposed 10,286 · Balance 18,125 F2: Represents shares withheld by the Company for tax withholding on restricted stock units that settle in shares of common stock on a 1-for-1 basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 72,157.3134 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Exercise / conversion · Disposed 28,411 · Balance 72,157.3134 F3: Each restricted stock unit represents a contingent right to receive one share of common stock. F1: Represents the vesting of restricted stock units granted on July 1, 2025 (first of three equal annual installments) that settle in shares of common stock on a 1-for-1 basis F4: Includes quarterly cash dividends that were reinvested in restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of restricted stock units granted on July 1, 2025 (first of three equal annual installments) that settle in shares of common stock on a 1-for-1 basis
F2: Represents shares withheld by the Company for tax withholding on restricted stock units that settle in shares of common stock on a 1-for-1 basis.
F3: Each restricted stock unit represents a contingent right to receive one share of common stock.
F4: Includes quarterly cash dividends that were reinvested in restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date August 31, 2023 · Filed September 05, 2023
Section 16 reporting ended · disclosed 2023-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 38,167.9056 |
Reported balance
After 2023-08-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-08-31 · Grant · Acquired 720.0812 · Balance 38,167.9056 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,837.2965 |
Reported balance
Holding disclosure · report date 2023-08-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,837.2965 F2: Based on a 401(k) plan statement dated 7/31/2023. |
| Common StockSEC Table I · non-derivative | Direct | 137,039 |
Reported balance
Holding disclosure · report date 2023-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 137,039 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
F2: Based on a 401(k) plan statement dated 7/31/2023.
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 |
|---|---|---|---|---|---|---|
| March 31, 2020 Filed Apr 2, 2020 18:32 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 192.6588 | $29.15 | $5,616.00 |
DisclosureSEC source: 0001127602-20-012586 · form4.xml · nonDerivative · entry 1 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 501.3958 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:56 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 159.4548 | $35.22 | $5,616.00 |
DisclosureSEC source: 0001127602-20-009178 · form4.xml · nonDerivative · entry 1 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 308.737 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2019) · Derivative | 4,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · derivative · entry 12 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,970 Underlying: Common Stock · 4,990 shares Expires not disclosed 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. F6 · derivative.exercise_price: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 4,990 on 2/15/2020, 4,990 on 2/15/2021, 4,990 on 2/15/2022, and 4,990 on 2/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · price: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 4,990 on 2/15/2020, 4,990 on 2/15/2021, 4,990 on 2/15/2022, and 4,990 on 2/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · derivative.exercise_date: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 4,990 on 2/15/2020, 4,990 on 2/15/2021, 4,990 on 2/15/2022, and 4,990 on 2/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · derivative.expiration_date: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 4,990 on 2/15/2020, 4,990 on 2/15/2021, 4,990 on 2/15/2022, and 4,990 on 2/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2018) · Derivative | 778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · derivative · entry 11 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,558 Underlying: Common Stock · 778 shares Expires not disclosed 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. F5 · derivative.exercise_price: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 778 on 2/15/2020, 779 on 2/15/2021, and 779 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · price: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 778 on 2/15/2020, 779 on 2/15/2021, and 779 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.exercise_date: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 778 on 2/15/2020, 779 on 2/15/2021, and 779 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F5 · derivative.expiration_date: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 778 on 2/15/2020, 779 on 2/15/2021, and 779 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2016) · Derivative | 2,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · derivative · entry 10 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,142 Underlying: Common Stock · 2,070 shares Expires not disclosed 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. F4 · derivative.exercise_price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Each unit vests and distributes as follows: 2,070 on 2/15/2020, 2,070 on 2/15/2021, and 2,072 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Each unit vests and distributes as follows: 2,070 on 2/15/2020, 2,070 on 2/15/2021, and 2,072 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · derivative.exercise_date: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Each unit vests and distributes as follows: 2,070 on 2/15/2020, 2,070 on 2/15/2021, and 2,072 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F4 · derivative.expiration_date: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Each unit vests and distributes as follows: 2,070 on 2/15/2020, 2,070 on 2/15/2021, and 2,072 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2016) · Derivative | 2,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · derivative · entry 9 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,072 Underlying: Common Stock · 2,070 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as follows: 2,070 on 2/15/2020 and 2,072 on 2/15/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as follows: 2,070 on 2/15/2020 and 2,072 on 2/15/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as follows: 2,070 on 2/15/2020 and 2,072 on 2/15/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as follows: 2,070 on 2/15/2020 and 2,072 on 2/15/2021. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,207 | $38.25 | $46,167.75 |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 8 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 4,990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 7 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931 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. F6 · kind: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 4,990 on 2/15/2020, 4,990 on 2/15/2021, 4,990 on 2/15/2022, and 4,990 on 2/15/2023. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Each share is equivalent in value to a share of common stock. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 182 | $38.25 | $6,961.50 |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 6 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,148 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 5 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931 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. F5 · kind: Restricted stock units acquired pursuant to the AT&T 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute as follows: 778 on 2/15/2020, 779 on 2/15/2021, and 779 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Each share is equivalent in value to a share of common stock. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 504 | $38.25 | $19,278.00 |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 4 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,552 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 3 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931 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. F4 · kind: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Each unit vests and distributes as follows: 2,070 on 2/15/2020, 2,070 on 2/15/2021, and 2,072 on 2/15/2022. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Each share is equivalent in value to a share of common stock. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 504 | $38.25 | $19,278.00 |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 2 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,986 F3 · kind: Mandatory tax withholding on distribution of Restricted Stock Units. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:27 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 2,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-006553 · form4.xml · nonDerivative · entry 1 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093 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. F1 · kind: Restricted stock units acquired pursuant to the Time Warner Inc. 2013 Stock Incentive Plan and converted into AT&T restricted stock units. Each unit will convert into one share of issuer's common stock plus $37.22. Units vest and distribute as follows: 2,070 on 2/15/2020 and 2,072 on 2/15/2021. Vesting (but not distribution) is accelerated on retirement eligibility. F2 · price: Each share is equivalent in value to a share of common stock. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 23:52 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 149.2822 | $37.62 | $5,616.00 |
DisclosureSEC source: 0001127602-20-003653 · form4.xml · nonDerivative · entry 1 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 149.2822 F1 · kind: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. Read SEC document |
| January 30, 2020 Filed Feb 25, 2020 17:23 UTC Amendment | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2020) · Derivative | 10,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007511 · form4a.xml · derivative · entry 1 Santone Angela · CIK 0001797976 · Sr. Exec VP-Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,687 Underlying: Common Stock · 10,687 shares Expires 2024-01-15 F1 · derivative.exercise_price: Revised to reflect restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · price: Revised to reflect restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.exercise_date: Revised to reflect restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. F1 · derivative.expiration_date: Revised to reflect restricted stock units acquired pursuant to the 2018 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest and distribute on 1/15/2024. Vesting (but not distribution) is accelerated on retirement eligibility. 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.