Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date April 30, 2019 · Filed May 02, 2019
Section 16 reporting ended · disclosed 2019-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Benefit Plan | 199,807.786 |
Reported balance
After 2019-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-04-30 · Grant · Acquired 3,456.5291 · Balance 199,807.786 F1: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. |
| Common StockSEC Table I · non-derivative | Direct | 11,860 |
Reported balance
Holding disclosure · report date 2019-04-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,860 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.
Keurig Dr Pepper Inc.
Report date May 18, 2017 · Filed May 19, 2017
Section 16 reporting ended · disclosed 2017-05-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,147 |
Ending reported balance
After 2017-05-18 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-05-18 · Exercise / conversion · Acquired 524 · Balance 12,460 F1: These shares represent deferred stock units acquired on January 2, 2014 pursuant to the Issuer's Nonemployee Director Deferral Plan effective September 18, 2013 (the "Plan") and settled on May 18, 2017. Row 2 · 2017-05-18 · Other · Acquired 42 · Balance 12,502 F2: These shares are deferred stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (1) above) that settled on May 18, 2017. Row 3 · 2017-05-18 · Exercise / conversion · Acquired 349 · Balance 12,851 F3: These shares represent deferred stock units acquired on January 2, 2015 pursuant to the Plan and settled on March 18, 2017. Row 4 · 2017-05-18 · Other · Acquired 18 · Balance 12,869 F4: These shares are deferred stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (3) above) that settled on May 18, 2017. Row 5 · 2017-05-18 · Exercise / conversion · Acquired 271 · Balance 13,140 F5: These shares represent deferred stock units acquired on January 4, 2016 pursuant to the Plan and settled on May 18, 2017. Row 6 · 2017-05-18 · Other · Acquired 7 · Balance 13,147 F6: These shares are deferred stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (5) above) that settled on May 18, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-05-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-05-18 · Exercise / conversion · Disposed 524 · Balance 0 F7: Each deferred stock unit represents a contingent right to receive one share of the Issuer's Common Stock and is granted pursuant to the Plan. F1: These shares represent deferred stock units acquired on January 2, 2014 pursuant to the Issuer's Nonemployee Director Deferral Plan effective September 18, 2013 (the "Plan") and settled on May 18, 2017. F8: On May 18, 2017 reporting person retired as a director of Dr Pepper Snapple Group, Inc. Pursuant to the Plan, deferred stock units are fully vested and shall be paid in one installment within thirty (30) days after reporting person's separation from service as a director in shares of the Issuer's Common Stock. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-05-18 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-05-18 · Exercise / conversion · Disposed 349 · Balance 0 F7: Each deferred stock unit represents a contingent right to receive one share of the Issuer's Common Stock and is granted pursuant to the Plan. F3: These shares represent deferred stock units acquired on January 2, 2015 pursuant to the Plan and settled on March 18, 2017. F8: On May 18, 2017 reporting person retired as a director of Dr Pepper Snapple Group, Inc. Pursuant to the Plan, deferred stock units are fully vested and shall be paid in one installment within thirty (30) days after reporting person's separation from service as a director in shares of the Issuer's Common Stock. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-05-18 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-05-18 · Exercise / conversion · Disposed 271 · Balance 0 F7: Each deferred stock unit represents a contingent right to receive one share of the Issuer's Common Stock and is granted pursuant to the Plan. F5: These shares represent deferred stock units acquired on January 4, 2016 pursuant to the Plan and settled on May 18, 2017. F8: On May 18, 2017 reporting person retired as a director of Dr Pepper Snapple Group, Inc. Pursuant to the Plan, deferred stock units are fully vested and shall be paid in one installment within thirty (30) days after reporting person's separation from service as a director in shares of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent deferred stock units acquired on January 2, 2014 pursuant to the Issuer's Nonemployee Director Deferral Plan effective September 18, 2013 (the "Plan") and settled on May 18, 2017.
F2: These shares are deferred stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (1) above) that settled on May 18, 2017.
F3: These shares represent deferred stock units acquired on January 2, 2015 pursuant to the Plan and settled on March 18, 2017.
F4: These shares are deferred stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (3) above) that settled on May 18, 2017.
F5: These shares represent deferred stock units acquired on January 4, 2016 pursuant to the Plan and settled on May 18, 2017.
F6: These shares are deferred stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (5) above) that settled on May 18, 2017.
F7: Each deferred stock unit represents a contingent right to receive one share of the Issuer's Common Stock and is granted pursuant to the Plan.
F8: On May 18, 2017 reporting person retired as a director of Dr Pepper Snapple Group, Inc. Pursuant to the Plan, deferred stock units are fully vested and shall be paid in one installment within thirty (30) days after reporting person's separation from service as a director in shares of the Issuer's Common Stock.
Macy's, Inc.
Report date March 31, 2021 · Filed July 06, 2021 · Amendment
Section 16 reporting ended · disclosed 2021-07-06. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 959 |
Reported balance
After 2021-03-31 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 959 · Balance 959 F1: This amended Form 4 is being filed to correct the number of Phantom Stock Units granted on March 31, 2021, which were previously reported incorrectly. As of March 31, 2021, the reporting person was granted 959 Phantom Stock Units. F2: 1-for-1 conversion. F4: The price noted is the average of the value of the stock units granted each month during the quarter for which this report is filed. F3: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This amended Form 4 is being filed to correct the number of Phantom Stock Units granted on March 31, 2021, which were previously reported incorrectly. As of March 31, 2021, the reporting person was granted 959 Phantom Stock Units.
F2: 1-for-1 conversion.
F3: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors.
F4: The price noted is the average of the value of the stock units granted each month during the quarter for which this report is filed.
TUPPERWARE BRANDS CORP
Report date May 20, 2020 · Filed May 22, 2020
Section 16 reporting ended · disclosed 2020-05-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,475 |
Reported balance
After 2020-05-20 transaction · row 1
1 source rowRow 1 · 2020-05-20 · Exercise / conversion · Acquired 2,360 · Balance 32,475 F1: Restricted Stock Units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-20 · Exercise / conversion · Disposed 2,360 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of Tupperware Brands Corporation common stock. F1: Restricted Stock Units convert into common stock on a one-for-one basis. F3: The restricted stock units vest upon the reporting person's retirement from the Issuer's board on May 20, 2020. |
| Common StockSEC Table I · non-derivative | IndirectBy JMR Revocable Trust | 15,206 |
Reported balance
Holding disclosure · report date 2020-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,206 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert into common stock on a one-for-one basis.
F2: Each restricted stock unit represents a contingent right to receive one share of Tupperware Brands Corporation common stock.
F3: The restricted stock units vest upon the reporting person's retirement from the Issuer's board on May 20, 2020.
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 06, 2004 Filed Feb 9, 2004 22:14 UTC | AT&T INC. SBC · Entity 1012 | OtherCommon Stock | 1,190.893 | $26.02 | $30,987.04 |
DisclosureSEC source: 0000732717-04-000161 · doc4.xml · nonDerivative · entry 2 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 22,620.364 Read SEC document |
| January 09, 2004 Filed Jan 13, 2004 18:38 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 252.587 | $26.20 | $6,617.78 |
DisclosureSEC source: 0000732717-04-000086 · doc4.xml · nonDerivative · entry 2 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 21,429.471 F1 · kind: Acquisition of deferred stock units pursuant to the SBC Non-Employee Director Stock and Deferral Plan; each unit will be converte d into one share of SBC common stock after the reporting person ceases to be a Director. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:07 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 287.687 | $26.07 | $7,500.00 |
DisclosureSEC source: 0000732717-04-000034 · doc4.xml · nonDerivative · entry 2 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 21,176.884 F1 · kind: Acquisition of deferred stock units pursuant to the SBC Non-Employee Director Stock and Deferral Plan; each unit will be converte d into one share of SBC common stock after the reporting person ceases to be a Director. Read SEC document |
| October 10, 2003 Filed Oct 14, 2003 16:05 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 357.78 | $21.95 | $7,853.27 |
DisclosureSEC source: 0000732717-03-000837 · doc4.xml · nonDerivative · entry 2 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 20,889.197 F1 · kind: Acquisition of deferred stock units pursuant to the SBC Non-Employee Director Stock and Deferral Plan; each unit will be converte d into one share of SBC common stock after the reporting person ceases to be a Director. Read SEC document |
| October 01, 2003 Filed Oct 2, 2003 21:56 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 331.858 | $22.60 | $7,499.99 |
DisclosureSEC source: 0000732717-03-000796 · doc4.xml · nonDerivative · entry 2 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 20,531.417 F1 · kind: Acquisition of deferred stock units pursuant to the SBC Non-Employee Director Stock and Deferral Plan; each unit will be converte d into one share of SBC common stock after the reporting person ceases to be a Director. Read SEC document |
| July 10, 2003 Filed Jul 14, 2003 17:06 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 304.636 | $24.98 | $7,609.81 |
DisclosureSEC source: 0000732717-03-000587 · doc4.xml · nonDerivative · entry 1 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 20,199.559 F1 · kind: Acquisition of deferred stock units pursuant to the SBC Non-Employee Director Stock and Deferral Plan; each unit will be converte d into one share of SBC common stock after the reporting person ceases to be a Director. F2 · balance_after: Also beneficially holds SBC shares as follows: 2,041 held directly. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 19:42 UTC | AT&T INC. SBC · Entity 1012 | GrantCommon Stock | 288.129 | $26.03 | $7,500.00 |
DisclosureSEC source: 0000732717-03-000548 · doc4.xml · nonDerivative · entry 1 ROCHE JOYCE M · CIK 0001057777 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By benefit plan Disclosed balance after: 19,894.923 F1 · kind: Acquisition of deferred stock units pursuant to the SBC Non-Employee Director Stock and Deferral Plan; each unit will be converte d into one share of SBC common stock after the reporting person ceases to be a Director. F2 · balance_after: Also beneficially holds SBC shares as follows: 2,041 held directly. 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.