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 (1)
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, 2015 · Filed May 04, 2015
Section 16 reporting ended · disclosed 2015-05-04. 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 | 59,863.8826 |
Reported balance
After 2015-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2015-04-30 · Grant · Acquired 963.7148 · Balance 59,863.8826 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 | 17,610 |
Reported balance
Holding disclosure · report date 2015-04-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,610 |
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.
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 |
|---|---|---|---|---|---|---|
| January 08, 2007 Filed Jan 10, 2007 20:38 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionPhantom Deferral Shares · Derivative | 21,795.0841 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-000475 · doc4.xml · derivative · entry 3 KELLY JAMES P · CIK 0001208223 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 8,983.3586 Underlying: Common Stock · 21,795.0841 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. F2 · derivative.exercise_price: Acquired pursuant to various BellSouth Corporation director deferral plans. Each unit is converted into the equivalent value in cash of one share of AT&T common stock and distributed at the election of the reporting person. F2 · derivative.exercise_date: Acquired pursuant to various BellSouth Corporation director deferral plans. Each unit is converted into the equivalent value in cash of one share of AT&T common stock and distributed at the election of the reporting person. F2 · derivative.expiration_date: Acquired pursuant to various BellSouth Corporation director deferral plans. Each unit is converted into the equivalent value in cash of one share of AT&T common stock and distributed at the election of the reporting person. Read SEC document |
| January 08, 2007 Filed Jan 10, 2007 20:38 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 21,795.0841 | $45.45 | $990,521.19 |
DisclosureSEC source: 0001225208-07-000475 · doc4.xml · nonDerivative · entry 2 KELLY JAMES P · CIK 0001208223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,967 F1 · price: Pursuant to the terms of the BellSouth Corporation Directors Compensation Deferral Plan, the price of these phantom deferral units was calculated based on the average of the high and low sales prices of BellSouth common stock on the NYSE on the last trading day of each of the three calendar months preceding the distribution date. Read SEC document |
| January 08, 2007 Filed Jan 10, 2007 20:38 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 21,795.0841 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-07-000475 · doc4.xml · nonDerivative · entry 1 KELLY JAMES P · CIK 0001208223 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,762.0841 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.