Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director · Chairman & CEO | February 26, 2020 | February 28, 2020 |
| Extraction Oil & Gas, Inc.XOG · Entity 11932 | Director | January 20, 2021 | January 23, 2021 |
| SM Energy CoSM · Entity 3577 | Director | June 22, 2026 | June 23, 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.
ALTRIA GROUP, INC.
Report date February 26, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 485,214 |
Reported balance
After 2020-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-26 · Grant · Acquired 88,017 · Balance 485,214 F1: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2: Total includes 225,325 Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 353 |
Reported balance
Holding disclosure · report date 2020-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 353 F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans.
F2: Total includes 225,325 Restricted Stock Units.
F3: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
Extraction Oil & Gas, Inc.
Report date January 20, 2021 · Filed January 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 16,800 |
Reported balance
After 2021-01-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-01-20 · Grant · Acquired 16,800 · Balance 16,800 F1: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service.
SM Energy Co
Report date June 22, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 81,986 |
Reported balance
After 2026-06-22 transaction · row 1
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 9,024 · Balance 81,986 F1: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIVITAS RESOURCES, INC.
Report date January 30, 2026 · Filed January 30, 2026
Section 16 reporting ended · disclosed 2026-01-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Disposition to issuer · Disposed 50,317 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock").
F2: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jun 23, 2026 20:37 UTC | SM Energy Co SM · Entity 3577 | GrantCommon Stock, $.01 Par Value | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000893538-26-000084 · wk-form4_1782247061.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,986 F1 · kind: On June 22, 2026, the Reporting Person was granted 9,024 shares of the Issuer's common stock for compensation as a board member. These shares of restricted stock will vest in full on December 31, 2026. Read SEC document |
| January 30, 2026 Filed Jan 30, 2026 19:51 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | Disposition to issuerCommon Stock | 50,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-008554 · tm264366-7_4seq1.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 2, 2025 (the "Merger Agreement"), by and among SM Energy Company ("SM Energy"), Cars Merger Sub, Inc., a direct wholly owned subsidiary of SM Energy ("Merger Sub"), and Civitas Resources, Inc. ("Civitas"), (i) Merger Sub was merged with and into Civitas, with Civitas surviving as a wholly owned subsidiary of SM Energy (the "first merger" and the surviving entity, the "first surviving corporation"), and (ii) immediately following the first merger (the "Effective Time"), the first surviving corporation was merged with and into SM Energy, with SM Energy continuing as the surviving corporation and each share of Civitas' common stock, par value $0.01 per share ("Civitas common stock"), was converted into the right to receive 1.45 shares of common stock, par value $0.01 per share, of SM Energy ("SM Energy common stock"). F2 · price: On January 29, 2026, the day prior to the Effective Time, the closing price of one share of SM Energy common stock on the New York Stock Exchange was $18.87. Pursuant to the Merger Agreement, each deferred stock unit of Civitas ("Civitas DSU Award") that was outstanding immediately prior to the Effective Time, pursuant to the Merger Agreement and the terms of the Civitas DSU Award, became fully vested and was assumed by SM Energy and converted into a time-based deferred stock unit award of SM Energy equal to the product obtained by multiplying (i) the number of shares of Civitas common stock subject to such Civitas DSU Award immediately prior to the Effective Time and (ii) 1.45, rounded up to the nearest whole number of shares and generally subject to the same terms and conditions as were applicable to such Civitas DSU Award immediately prior to the Effective Time. Read SEC document |
| June 04, 2025 Filed Jun 4, 2025 21:04 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 10,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001431004-25-000005 · wk-form4_1749071067.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,317 F1 · shares: Represents Deferred Stock Units ("DSUs") granted pursuant to the Civitas Resources, Inc. 2024 Long Term Incentive Plan. The DSUs shall vest annually and become fully vested on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the grant date and (ii) the first anniversary of the grant date, in each case, subject to the Reporting Person's continued service on the Board of Directors of the Issuer through the applicable vesting date. Read SEC document |
| May 09, 2025 Filed May 12, 2025 12:27 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | PurchaseCommon Stock | 7,000 | $27.67 | $193,690.00 |
DisclosureSEC source: 0001431004-25-000003 · wk-form4_1747052831.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,805 Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 20:44 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-24-000041 · wk-form4_1718138643.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,805 F1 · shares: Represents 4,101 Deferred Stock Units ("DSUs") granted pursuant to the Civitas Resources, Inc. 2024 Long Term Incentive Plan. The DSUs shall vest annually and become fully vested on the earlier of (i) the day immediately preceding the date of the first annual meeting of stockholders following the grant date and (b) the first anniversary of the grant date, in each case, subject to the Reporting Person's continued service on the Board of Directors of the Issuer through the applicable vesting date. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:50 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-23-000085 · edgardoc.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,704 F1 · kind: Represents 4,368 Deferred Stock Units ("DSUs") granted on June 1, 2023, pursuant to the Issuer's Independent Director Compensation policy and the Issuer's Extraction Oil & Gas, Inc. 2021 Long Term Incentive Plan. The number of DSUs was determined by dividing the award value of $300,000 by $68.6881 (the volume weighted average price of a share for the 30-trading day period ending on May 31, 2023). The DSUs shall vest annually and become fully vested on the date of the 2024 annual stockholder meeting. Read SEC document |
| June 01, 2022 Filed Jun 1, 2022 23:09 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 4,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-22-000089 · edgardoc.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,336 F1 · kind: Represents 4,662 Deferred Stock Units ("DSUs") granted on June 1, 2022, pursuant to the Issuer's Independent Director Compensation policy and the Issuer's Extraction Oil & Gas, Inc. 2021 Long Term Incentive Plan. The number of DSUs was determined by dividing the award value of $300,000 by $64.3545 (the volume weighted average price of a share for the 30-trading day period ending on May 31, 2022). The DSUs shall vest in quarterly installments over a twelve (12) month period following the grant date and become fully vested on the date of the 2023 annual stockholder meeting. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 00:43 UTC | CIVITAS RESOURCES, INC. CIVI · Entity 67944 | GrantCommon Stock | 19,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001509589-21-000190 · edgardoc.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,674 F1 · kind: Represents 19,674 Deferred Stock Units ("DSUs") that settle in shares of Issuer common stock, received in exchange for 16,800 DSUs that settled in shares of Extraction Oil & Gas ("Extraction") common stock ("Extraction DSUs") in connection with the consummation of the transaction (the "Merger") contemplated in that certain agreement and plan of merger (the "Merger Agreement") by and between Bonanza Creek Energy, Inc., Raptor Eagle Merger Sub, Inc. and Extraction, dated as of May 9, 2021. Pursuant to the Merger Agreement, the outstanding Extraction DSUs immediately prior to the effective time of the Merger were converted into the right to receive 1.1711 DSUs of Civitas Resources, Inc. (the "Issuer"). The DSUs vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on January 20, 2022. Read SEC document |
| January 20, 2021 Filed Jan 23, 2021 00:40 UTC | Extraction Oil & Gas, Inc. XOG · Entity 11932 | GrantDeferred Stock Unit · Derivative | 16,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001655020-21-000081 · wf-form4_161136241739241.xml · derivative · entry 1 Willard Howard A. · CIK 0001431004 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,800 Underlying: COMMON STOCK · 16,800 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service. F1 · price: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service. F1 · derivative.exercise_date: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service. F1 · derivative.expiration_date: Represents an award to the Reporting Person of 16,800 deferred stock units ("DSUs"). The DSUs will vest in quarterly installments over a twelve (12) month period following the grant date and will become fully vested on the twelve month anniversary of the grant date. The DSUs will be settled in shares of common stock of Extraction Oil and Gas, Inc. upon the Reporting Person's separation of service. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 20:04 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 88,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000077 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,214 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Total includes 225,325 Restricted Stock Units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 20:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 22,053 | $46.20 | $1,018,848.60 |
DisclosureSEC source: 0001182489-20-000043 · edgar.xml · nonDerivative · entry 2 Willard Howard A. · CIK 0001431004 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,197 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 137,308 Restricted Stock Units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 20:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 8,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-20-000043 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,250 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 21:01 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 69,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-19-000148 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,939 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 183,795 Restricted Stock Units. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:14 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 10,298 | $48.84 | $502,902.83 |
DisclosureSEC source: 0001182489-19-000102 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,807 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 114,663 Restricted Stock Units. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:13 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 48,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000243 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,105 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 143,465 Restricted Stock Units. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 20:49 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 11,595 | $67.24 | $779,647.80 |
DisclosureSEC source: 0001182489-18-000060 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,280 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 94,640 Restricted Stock Units. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 21:12 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 19,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-18-000054 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,875 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 124,890 Restricted Stock Units. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 20:46 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 21,509 | $72.18 | $1,552,412.08 |
DisclosureSEC source: 0001182489-17-000173 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,524 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 105,539 Restricted Stock Units. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 21:35 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 18,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000121 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,033 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 105,539 Restricted Stock Units and 44,930 shares of Restricted Stock. Read SEC document |
| February 11, 2016 Filed Feb 16, 2016 21:35 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 23,422 | $59.74 | $1,399,230.28 |
DisclosureSEC source: 0001182489-16-000940 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,046 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 86,552 Restricted Stock Units and 44,930 shares of Restricted Stock. Read SEC document |
| January 26, 2016 Filed Jan 28, 2016 21:33 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 28,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-000876 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,468 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 86,552 Restricted Stock Units and 93,830 shares of Restricted Stock. Read SEC document |
| February 11, 2015 Filed Feb 13, 2015 21:31 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 26,884 | $54.32 | $1,460,204.46 |
DisclosureSEC source: 0001182489-15-000320 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,666 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, 2015. F3 · balance_after: Includes 57,750 Restricted Stock Units and 93,830 shares of Restricted Stock. Read SEC document |
| January 28, 2015 Filed Jan 30, 2015 21:30 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000171 · edgar.xml · nonDerivative · entry 2 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,550 F2 · shares: Additional grant of Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. F3 · balance_after: Includes 57,750 Restricted Stock Units and 150,040 shares of Restricted Stock. Read SEC document |
| January 28, 2015 Filed Jan 30, 2015 21:30 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 30,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-15-000171 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,050 F1 · shares: Restricted Stock Units awarded in accordance with the terms of the Issuer's equity compensation plans. Read SEC document |
| February 11, 2014 Filed Feb 13, 2014 21:15 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 19,651 | $35.01 | $688,030.64 |
DisclosureSEC source: 0001182489-14-000191 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,800 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, 2014. F3 · balance_after: Includes 150,040 shares of Restricted Stock. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:38 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 44,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-14-000087 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,451 F1 · shares: Restricted Stock awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 191,150 shares of Restricted Stock. Read SEC document |
| April 23, 2013 Filed Apr 25, 2013 19:53 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 21,481 | $35.33 | $758,835.66 |
DisclosureSEC source: 0001182489-13-000429 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,521 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 April 23, 2013. F3 · balance_after: Includes 146,220 shares of Restricted Stock. Read SEC document |
| February 07, 2013 Filed Feb 11, 2013 21:31 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 18,493 | $34.37 | $635,511.95 |
DisclosureSEC source: 0001182489-13-000181 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,002 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 7, 2013. F3 · balance_after: Includes 191,110 shares of Restricted Stock. Read SEC document |
| January 29, 2013 Filed Jan 31, 2013 22:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 48,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-13-000094 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,495 F1 · shares: Restricted Stock awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 231,320 shares of Restricted Stock. Read SEC document |
| November 01, 2012 Filed Nov 5, 2012 20:57 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 37,500 | $31.93 | $1,197,513.75 |
DisclosureSEC source: 0001182489-12-000861 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,595 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.90 to $31.995, inclusive. The reporting person undertakes to provide to Altria Group, Inc., any security holder of Altria Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 1 to this Form 4. F2 · balance_after: Includes 182,420 shares of Restricted Stock. Read SEC document |
| February 09, 2012 Filed Feb 13, 2012 21:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 18,852 | $29.13 | $549,064.50 |
DisclosureSEC source: 0001182489-12-000159 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,095 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 9, 2012. F3 · balance_after: Includes 182,420 shares of Restricted Stock. Read SEC document |
| January 25, 2012 Filed Jan 27, 2012 21:07 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 56,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-12-000052 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,947 F1 · shares: Restricted Stock awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 226,940 shares of Restricted Stock. Read SEC document |
| February 11, 2011 Filed Feb 15, 2011 21:30 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 11,787 | $24.25 | $285,775.82 |
DisclosureSEC source: 0001182489-11-000170 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,737 F1 · shares: Shares withheld to satisfy taxes on the vesting of Deferred Stock. F2 · price: The average of the high and low price of Altria Group, Inc. common stock on February 11, 2011. F3 · balance_after: Includes 170,730 shares of Restricted Stock. Read SEC document |
| January 25, 2011 Filed Jan 27, 2011 21:57 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 41,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-11-000098 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,524 F1 · shares: Restricted Stock awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 170,730 shares of Restricted Stock and 27,929 shares of Deferred Stock. Read SEC document |
| August 17, 2010 Filed Aug 19, 2010 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 15,610 | $11.16 Strike: $11.16 | $174,227.89 |
DisclosureSEC source: 0001182489-10-000484 · edgar.xml · derivative · entry 7 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,610 shares Expires 2011-06-12 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 |
| August 17, 2010 Filed Aug 19, 2010 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 19,160 | $10.10 Strike: $10.10 | $193,508.34 |
DisclosureSEC source: 0001182489-10-000484 · edgar.xml · derivative · entry 6 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,160 shares Expires 2011-01-31 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 |
| August 17, 2010 Filed Aug 19, 2010 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 11,013 | $22.76 | $250,655.88 |
DisclosureSEC source: 0001182489-10-000484 · edgar.xml · nonDerivative · entry 4 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,414 F1 · balance_after: Includes 129,620 shares of Restricted Stock and 27,929 shares of Deferred Stock. Read SEC document |
| August 17, 2010 Filed Aug 19, 2010 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 15,610 | $11.16 | $174,227.89 |
DisclosureSEC source: 0001182489-10-000484 · edgar.xml · nonDerivative · entry 3 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,427 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 |
| August 17, 2010 Filed Aug 19, 2010 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 13,001 | $22.76 | $295,902.76 |
DisclosureSEC source: 0001182489-10-000484 · edgar.xml · nonDerivative · entry 2 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,817 Read SEC document |
| August 17, 2010 Filed Aug 19, 2010 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 19,160 | $10.10 | $193,508.34 |
DisclosureSEC source: 0001182489-10-000484 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,818 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 |
| February 12, 2010 Filed Feb 17, 2010 21:30 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 2,907 | $19.57 | $56,889.99 |
DisclosureSEC source: 0001182489-10-000128 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,658 F1 · shares: Shares withheld to satisfy taxes on the vesting of Deferred Stock. F2 · price: The average of the high and low price of Altria Group, Inc. common stock on February 12, 2010. F3 · balance_after: Includes 129,620 shares of Restricted Stock and 27,929 shares of Deferred Stock. Read SEC document |
| January 26, 2010 Filed Jan 28, 2010 21:34 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 40,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-10-000067 · edgar.xml · nonDerivative · entry 1 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,565 F1 · shares: Restricted stock awarded in accordance with the terms of the Issuer's equity compensation plans. F2 · balance_after: Includes 129,620 shares of Restricted Stock and 37,083 shares of Deferred Stock. Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 6,104 | $12.62 Strike: $12.62 | $77,061.78 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · derivative · entry 12 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,104 shares Expires 2010-01-26 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 |
| November 13, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 14,615 | $11.46 Strike: $11.46 | $167,480.59 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · derivative · entry 11 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,615 shares Expires 2010-01-26 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 |
| November 13, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 4,903 | $19.15 | $93,892.45 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 10 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,355 F3 · balance_after: Includes 89,410 shares of Restricted Stock and 37,083 shares of Deferred Stock. Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 6,104 | $12.62 | $77,061.78 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 9 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,258 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 |
| November 13, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 11,223 | $19.15 | $214,920.45 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 8 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,154 Read SEC document |
| November 13, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 14,615 | $11.46 | $167,480.59 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 7 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,377 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 |
| July 20, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 20 | $17.23 | $344.56 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 6 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 353 F1 · kind: Exempt small acquisition eligible for deferred reporting under Rule 16a-6. Exempt small acquisition is being reported voluntarily in this Form 4 instead of on a year-end Form 5. F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| July 17, 2009 Filed Nov 17, 2009 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 13 | $17.29 | $224.80 |
DisclosureSEC source: 0001182489-09-000789 · edgar.xml · nonDerivative · entry 5 Willard Howard A. · CIK 0001431004 · EVP, Strategy & Bus. Develop. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 333 F1 · kind: Exempt small acquisition eligible for deferred reporting under Rule 16a-6. Exempt small acquisition is being reported voluntarily in this Form 4 instead of on a year-end Form 5. F2 · ownership.direct: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. 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.