Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMDOCS LTDDOX · Entity 3747 | Director | March 18, 2026 | March 18, 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.
AMDOCS LTD
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 29,836 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 29,836 F1: The number of shares reported includes Ordinary Shares subject to outstanding restricted stock awards. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares reported includes Ordinary Shares subject to outstanding restricted stock awards.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date December 30, 2016 · Filed January 04, 2017
Section 16 reporting ended · disclosed 2017-01-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 330,950.3782 |
Reported balance
After 2016-12-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2016-12-30 · Grant · Acquired 757.2068 · Balance 330,950.3782 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,290.2738 |
Reported balance
Holding disclosure · report date 2016-12-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,290.2738 |
| Common StockSEC Table I · non-derivative | Direct | 489,992 |
Reported balance
Holding disclosure · report date 2016-12-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 489,992 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
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 27, 2009 Filed Mar 3, 2009 23:38 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 10,416 | $23.46 | $244,359.36 |
DisclosureSEC source: 0001225208-09-005870 · doc4.xml · nonDerivative · entry 2 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,749 F2 · kind: Represents mandatory tax withholding of shares. Read SEC document |
| February 27, 2009 Filed Mar 3, 2009 23:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 29,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-005870 · doc4.xml · nonDerivative · entry 1 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,165 F1 · kind: Reflects vesting of restricted stock units settled in cash. Read SEC document |
| February 27, 2009 Filed Apr 2, 2009 21:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 214.708 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-09-009681 · doc4.xml · nonDerivative · entry 1 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 214.708 F1 · kind: Shares acquired from company matching contributions between Jan. 1 and Feb. 28, 2009 under the issuer's 401(k) plan (based on plan statement dated March 6, 2009). Read SEC document |
| January 30, 2009 Filed Feb 3, 2009 22:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 425.6702 | $24.62 | $10,480.00 |
DisclosureSEC source: 0001225208-09-002799 · doc4.xml · nonDerivative · entry 1 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 425.6702 F1 · kind: Automatic purchase of shares by the reporting person with payroll deductions and, to a limited extent, company matching contributions, in the form of deferred stock units settled only in stock on a 1-for-1 basis as provided for in the plan. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionPhantom Units - RSU · Derivative | 38,711 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · derivative · entry 7 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,759 Underlying: Common Stock · 38,711 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects vesting of restricted stock units settled in cash. F1 · derivative.exercise_date: Reflects vesting of restricted stock units settled in cash. F1 · derivative.expiration_date: Reflects vesting of restricted stock units settled in cash. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 145,477 | $35.46 | $5,158,614.42 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · nonDerivative · entry 6 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 0 F5 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 32,423 | $35.46 | $1,149,719.58 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · nonDerivative · entry 5 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 145,477 F2 · kind: Represents tax withholding of shares. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 177,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · nonDerivative · entry 4 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 177,900 F4 · kind: Performance shares distributed under the Cingular Wireless Long Term Compensation Plan. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 24,600 | $35.46 | $872,316.00 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · nonDerivative · entry 3 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,406 F3 · kind: Represents restricted stock units distributed in cash, after taxes. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 14,111 | $35.46 | $500,376.06 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · nonDerivative · entry 2 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,006 F2 · kind: Represents tax withholding of shares. Read SEC document |
| February 29, 2008 Filed Mar 4, 2008 22:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 38,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-004270 · doc4.xml · nonDerivative · entry 1 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,117 F1 · kind: Reflects vesting of restricted stock units settled in cash. Read SEC document |
| January 16, 2008 Filed Jan 18, 2008 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionPhantom Deferral Shares · Derivative | 1,930.193 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-001336 · doc4.xml · derivative · entry 3 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 0 Underlying: Common Stock · 1,930.193 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Distribution of phantom deferral shares in cash pursuant to the BellSouth Compensation Deferral Plan. F2 · shares: Includes 16.939 shares on 8/1/07 at a price of $39.75 and 16.414 shares on 11/1/07 at a price of $41.39 through reinvested dividends. F1 · derivative.exercise_date: Distribution of phantom deferral shares in cash pursuant to the BellSouth Compensation Deferral Plan. F1 · derivative.expiration_date: Distribution of phantom deferral shares in cash pursuant to the BellSouth Compensation Deferral Plan. Read SEC document |
| January 16, 2008 Filed Jan 18, 2008 22:05 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 1,930.193 | $40.54 | $78,250.02 |
DisclosureSEC source: 0001225208-08-001336 · doc4.xml · nonDerivative · entry 2 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,406 Read SEC document |
| January 16, 2008 Filed Jan 18, 2008 22:05 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,930.193 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-08-001336 · doc4.xml · nonDerivative · entry 1 DE LA VEGA RAFAEL · CIK 0001189561 · Pres. & CEO-AT&T Mobility 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,336.193 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 |
| June 28, 2007 Filed Jul 2, 2007 21:06 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 124,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-006181 · doc4.xml · nonDerivative · entry 1 DE LA VEGA RAFAEL · CIK 0001189561 · Grp.Pres-Reg. Telecomm. & Ent. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,406 F1 · kind: Grant of restricted stock under the 2006 Incentive Plan at no additional cost to the participant (24,888 shares vest on 06/28/2010; 49,776 shares vest on 06/28/2011; and 49,776 shares vest on 06/28/2012). 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.