Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS COMPANIES, INC.WMB · Entity 175 | Senior Vice President | February 22, 2019 | February 26, 2019 |
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.
WILLIAMS COMPANIES, INC.
Report date February 22, 2019 · Filed February 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,748 |
Reported balance
After 2019-02-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-22 · Exercise / conversion · Acquired 9,333 · Balance 58,748 F1: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. F2: Represents an adjustment to the restricted stock units awarded pursuant to the 2016 performance-based RSU grant agreement resulting from performance less than target. |
| Common StockSEC Table I · non-derivative | Direct | 55,987 |
Reported balance
After 2019-02-22 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-02-22 · Tax withholding · Disposed 2,761 · Balance 55,987 |
| Common StockSEC Table I · non-derivative | Direct | 77,004 |
Reported balance
After 2019-02-22 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2019-02-22 · Exercise / conversion · Acquired 21,017 · Balance 77,004 F1: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. |
| Common StockSEC Table I · non-derivative | Direct | 71,005 |
Reported balance
After 2019-02-22 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2019-02-22 · Tax withholding · Disposed 5,999 · Balance 71,005 |
| Restcted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-02-22 | Direct | 0 |
Reported balance
After 2019-02-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-02-22 · Exercise / conversion · Disposed 9,333 · Balance 0 F1: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. F2: Represents an adjustment to the restricted stock units awarded pursuant to the 2016 performance-based RSU grant agreement resulting from performance less than target. |
| Restriced Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-02-22 | Direct | 0 |
Reported balance
After 2019-02-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-02-22 · Exercise / conversion · Disposed 21,017 · Balance 0 F1: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes.
F2: Represents an adjustment to the restricted stock units awarded pursuant to the 2016 performance-based RSU grant agreement resulting from performance less than target.
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 22, 2019 Filed Feb 26, 2019 17:05 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionRestriced Stock Units · Derivative | 21,017 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013323 · doc4.xml · derivative · entry 6 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,017 shares Expires 2019-02-22 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:05 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionRestcted Stock Units · Derivative | 9,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013323 · doc4.xml · derivative · entry 5 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,333 shares Expires 2019-02-22 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. F2 · shares: Represents an adjustment to the restricted stock units awarded pursuant to the 2016 performance-based RSU grant agreement resulting from performance less than target. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:05 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Tax withholdingCommon Stock | 5,999 | $27.11 | $162,632.89 |
DisclosureSEC source: 0001209191-19-013323 · doc4.xml · nonDerivative · entry 4 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,005 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:05 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionCommon Stock | 21,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013323 · doc4.xml · nonDerivative · entry 3 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,004 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:05 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Tax withholdingCommon Stock | 2,761 | $27.11 | $74,850.71 |
DisclosureSEC source: 0001209191-19-013323 · doc4.xml · nonDerivative · entry 2 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,987 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:05 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionCommon Stock | 9,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013323 · doc4.xml · nonDerivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,748 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. F2 · shares: Represents an adjustment to the restricted stock units awarded pursuant to the 2016 performance-based RSU grant agreement resulting from performance less than target. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:38 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantRestricted Stock Units · Derivative | 24,198 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012051 · doc4.xml · derivative · entry 2 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,198 Underlying: Common Stock · 24,198 shares Expires 2022-02-19 F1 · security: Vesting is subject to applicable grant agreement and Compensation and Management Development Committee certification that the Company has met the applicable three year performance measures of return on capital employed and total shareholder return, each weighted at 50%. The payout will range from 0 percent to 200 percent of the awarded number of units. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:38 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 25,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012051 · doc4.xml · nonDerivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,415 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:17 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionRestricted Stock Units · Derivative | 9,969 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013886 · doc4.xml · derivative · entry 3 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,969 shares Expires 2018-02-23 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:17 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Tax withholdingCommon Stock | 2,927 | $28.74 | $84,121.98 |
DisclosureSEC source: 0001209191-18-013886 · doc4.xml · nonDerivative · entry 2 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,886 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:17 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionCommon Stock | 9,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013886 · doc4.xml · nonDerivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,813 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantEmployee Options (Right to Buy) · Derivative | 16,976 | $0.00 Strike: $29.09 | $0.00 |
DisclosureSEC source: 0001209191-18-012305 · doc4.xml · derivative · entry 5 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,976 Underlying: Common Stock · 16,976 shares Expires 2028-02-20 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantEmployee Options (Right to Buy) · Derivative | 16,976 | $0.00 Strike: $29.09 | $0.00 |
DisclosureSEC source: 0001209191-18-012305 · doc4.xml · derivative · entry 4 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,976 Underlying: Common Stock · 16,976 shares Expires 2028-02-20 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantEmployee Options (Right to Buy) · Derivative | 16,976 | $0.00 Strike: $29.09 | $0.00 |
DisclosureSEC source: 0001209191-18-012305 · doc4.xml · derivative · entry 3 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,976 Underlying: Common Stock · 16,976 shares Expires 2028-02-20 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantRestricted Stock Units · Derivative | 25,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012305 · doc4.xml · derivative · entry 2 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,036 Underlying: Common Stock · 25,036 shares Expires 2021-02-20 F1 · security: Vesting is subject to applicable grant agreement and Compensation and Management Development Committee certification that the Company has met the applicable three year performance measures of return on capital employed and total shareholder return, each weighted at 50%. The payout will range from 0 percent to 200 percent of the awarded number of units. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:02 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 16,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012305 · doc4.xml · nonDerivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,844 Read SEC document |
| January 11, 2018 Filed Jan 12, 2018 20:23 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | SaleCommon Stock | 26,915 | $33.00 | $888,195.00 |
DisclosureSEC source: 0001209191-18-003379 · doc4.xml · nonDerivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares sold pursuant to a 10b5-1 Sales Plan entered into between Reporting Person and Broker on March 3, 2017. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 20:16 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionRestricted Stock Units · Derivative | 10,055 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015192 · doc4.xml · derivative · entry 3 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,055 shares Expires 2017-02-24 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 20:16 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Tax withholdingCommon Stock | 3,256 | $27.97 | $91,070.32 |
DisclosureSEC source: 0001209191-17-015192 · doc4.xml · nonDerivative · entry 2 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,615 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 20:16 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | Exercise / conversionCommon Stock | 10,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015192 · doc4.xml · nonDerivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,171 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 · security: Payout of Restricted Stock Units, in a transaction exempt under Rules 16b-3(d) and 16b-6(b), of shares of common stock awarded under The Williams Companies, Inc. 2007 Incentive Plan, of which a portion of the shares were withheld for taxes. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:29 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantEmployee Options (Right to Buy) · Derivative | 14,695 | $0.00 Strike: $28.87 | $0.00 |
DisclosureSEC source: 0001209191-17-013922 · doc4.xml · derivative · entry 5 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,695 Underlying: Common Stock · 14,695 shares Expires 2027-02-21 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:29 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantEmployee Options (Right to Buy) · Derivative | 14,695 | $0.00 Strike: $28.87 | $0.00 |
DisclosureSEC source: 0001209191-17-013922 · doc4.xml · derivative · entry 4 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,695 Underlying: Common Stock · 14,695 shares Expires 2027-02-21 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:29 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantEmployee Options (Right to Buy) · Derivative | 14,695 | $0.00 Strike: $28.87 | $0.00 |
DisclosureSEC source: 0001209191-17-013922 · doc4.xml · derivative · entry 3 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,695 Underlying: Common Stock · 14,695 shares Expires 2027-02-21 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:29 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantRestricted Stock Units · Derivative | 65,466 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013922 · doc4.xml · derivative · entry 2 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,466 Underlying: Common Stock · 65,466 shares Expires 2020-02-21 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:29 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantRestricted Stock Units · Derivative | 24,847 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013922 · doc4.xml · derivative · entry 1 Scheel James E. · CIK 0001542180 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,847 Underlying: Common Stock · 24,847 shares Expires 2020-02-21 F1 · security: Vesting is subject to applicable grant agreement and compensation committee certification that the Company has met the three year performance measure of relative total shareholder return. The payout will range from 0 percent to 200 percent of the awarded number of units. 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.