Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director | November 10, 2022 | November 17, 2022 |
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 November 10, 2022 · Filed November 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-11-10 transaction · row 1
1 source rowRow 1 · 2022-11-10 · Gift · Disposed 3,372 · Balance 0 F1: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 40,854 |
Reported balance
After 2022-11-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-11-10 · Gift · Acquired 3,372 · Balance 40,854 F1: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust.
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 |
|---|---|---|---|---|---|---|
| November 10, 2022 Filed Nov 17, 2022 22:45 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-22-000113 · wf-form4_166872508681418.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 40,854 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| November 10, 2022 Filed Nov 17, 2022 22:45 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-22-000113 · wf-form4_166872508681418.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:23 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-22-000063 · wf-form4_165333737133191.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,372 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| August 04, 2021 Filed Aug 9, 2021 19:13 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,517 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-21-000110 · wf-form4_162853638207484.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 37,482 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| August 04, 2021 Filed Aug 9, 2021 19:13 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,517 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-21-000110 · wf-form4_162853638207484.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 20, 2021 Filed May 24, 2021 19:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,517 | $0.00 | $0.00 |
DisclosureSEC source: 0000764180-21-000077 · wf-form4_162188401864837.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,517 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| June 09, 2020 Filed Jul 2, 2020 18:12 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 4,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000112 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 33,965 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| June 09, 2020 Filed Jul 2, 2020 18:12 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 4,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000112 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:06 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000107 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,866 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| June 06, 2019 Filed Jul 2, 2019 19:38 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-19-000192 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 29,099 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| June 06, 2019 Filed Jul 2, 2019 19:38 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-19-000192 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:07 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-19-000177 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,345 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| May 23, 2018 Filed Oct 2, 2018 18:19 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000429 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 25,754 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 23, 2018 Filed Oct 2, 2018 18:19 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000429 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 17, 2018 Filed May 21, 2018 19:47 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000235 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,165 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| May 25, 2017 Filed May 31, 2017 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 2,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000340 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 22,589 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 25, 2017 Filed May 31, 2017 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 2,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000340 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:22 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000325 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,481 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| May 24, 2016 Filed May 26, 2016 19:35 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-001105 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 20,108 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 24, 2016 Filed May 26, 2016 19:35 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-001105 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 19, 2016 Filed May 23, 2016 19:46 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-001096 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,779 F1 · shares: Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| June 03, 2015 Filed Jul 2, 2015 19:30 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000611 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 17,329 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| June 03, 2015 Filed Jul 2, 2015 19:30 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 3,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000611 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 20, 2015 Filed May 22, 2015 19:53 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 3,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000559 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,364 F1 · shares: Stock awarded under the Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| December 12, 2014 Filed Jan 2, 2015 21:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 4,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000006 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 13,965 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| December 12, 2014 Filed Jan 2, 2015 21:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 4,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000006 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a bona fide gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 14, 2014 Filed May 16, 2014 20:04 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-14-000627 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,332 F1 · shares: Stock awarded under the Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| June 04, 2013 Filed Jun 11, 2013 19:44 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 4,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000563 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 9,633 F1 · kind: This transaction involved a gift of securities by the reporting person to his Family Trust. Read SEC document |
| June 04, 2013 Filed Jun 11, 2013 19:44 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 4,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000563 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 16, 2013 Filed May 20, 2013 20:33 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 4,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000511 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,285 F1 · shares: Stock awarded under the Stock Compensation Plan for Non-Employee Directors. Read SEC document |
| June 07, 2012 Filed Jan 31, 2013 21:42 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000092 · edgar.xml · nonDerivative · entry 2 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 5,348 F1 · kind: This transaction involved a gift of securities by the reporting person to his Family Trust. Read SEC document |
| June 07, 2012 Filed Jan 31, 2013 21:42 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GiftCommon Stock | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000092 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction involved a gift of securities by the reporting person to his Family Trust. Read SEC document |
| May 17, 2012 Filed May 21, 2012 19:52 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 5,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-12-000548 · edgar.xml · nonDerivative · entry 1 KIELY W LEO III · CIK 0001191843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,027 F1 · shares: Stock awarded under the Stock Compensation Plan for Non-Employee Directors. 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.