Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Urgent.ly Inc.ULY · Entity 50975 | Director | June 26, 2024 | June 28, 2024 |
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.
Urgent.ly Inc.
Report date June 26, 2024 · Filed June 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,484 |
Reported balance
After 2024-06-26 transaction · row 1
1 source rowRow 1 · 2024-06-26 · Grant · Acquired 77,320 · Balance 91,484 F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 26, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 178,889 |
Reported balance
Holding disclosure · report date 2024-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 178,889 F2: The shares are held of record by the Andrew M and Jane S Geisse 2000 Trust for which the reporting person serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 26, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders.
F2: The shares are held of record by the Andrew M and Jane S Geisse 2000 Trust for which the reporting person serves as trustee.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date December 31, 2014 · Filed January 05, 2015
Section 16 reporting ended · disclosed 2015-01-05. 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 | 70,078.0481 |
Reported balance
After 2014-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2014-12-31 · Grant · Acquired 617.4456 · Balance 70,078.0481 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) | 3,656.6108 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,656.6108 |
| Common StockSEC Table I · non-derivative | Direct | 64,764 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 64,764 |
| Common StockSEC Table I · non-derivative | IndirectBy Joint Trust | 18,082 |
Reported balance
Holding disclosure · report date 2014-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 18,082 |
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.
BROADSOFT, INC.
Report date February 01, 2018 · Filed February 05, 2018
Section 16 reporting ended · disclosed 2018-02-05. 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 2018-02-01 transaction · row 1
1 source rowRow 1 · 2018-02-01 · Disposition to issuer · Disposed 11,689 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger.
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 26, 2024 Filed Jun 28, 2024 18:26 UTC | Urgent.ly Inc. ULY · Entity 50975 | GrantCommon Stock | 77,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018489 · form4-06282024_100612.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,484 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, which vest on the earlier of (i) June 26, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:00 UTC | Urgent.ly Inc. ULY · Entity 50975 | PurchaseCommon Stock | 25,000 | $3.99 | $99,817.50 |
DisclosureSEC source: 0001209191-23-056407 · doc4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 61,046 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.95 to $4.0029, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The shares are held of record by the Andrew M and Jane S Geisse 2000 Trust for which the reporting person serves as trustee. Read SEC document |
| November 17, 2023 Filed Dec 11, 2023 17:45 UTC Amendment | Urgent.ly Inc. ULY · Entity 50975 | PurchaseCommon Stock | 25,000 | $3.99 | $99,817.50 |
DisclosureSEC source: 0001209191-23-058102 · doc4a.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 178,889 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.95 to $4.0029, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Includes 111,711 shares previously reported as held directly by the reporting person and 6,132 shares previously reported as held directly by Marla Bay Advisors, LLC for which the reporting person serves as managing director ("Marla Bay"). F3 · ownership.nature: The shares are held of record by the Andrew M and Jane S Geisse 2000 Trust for which the reporting person serves as trustee (the "2000 Trust"). Read SEC document |
| October 19, 2023 Filed Oct 20, 2023 19:42 UTC | Urgent.ly Inc. ULY · Entity 50975 | GrantCommon Stock | 14,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053280 · doc4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,325 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, which vest in three equal annual installments beginning on October 19, 2024. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:16 UTC | BROADSOFT, INC. BSFT · Entity 169776 | Disposition to issuerCommon Stock | 11,689 | $55.00 | $642,895.00 |
DisclosureSEC source: 0001209191-18-007730 · doc4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · acquired: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:01 UTC | BROADSOFT, INC. BSFT · Entity 169776 | GrantCommon Stock | 1,062 | $42.35 | $44,975.70 |
DisclosureSEC source: 0001209191-17-003027 · doc4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,689 F2 · shares: Represents 1,062 shares of common stock underlying the RSUs issued to the Reporting Person in lieu of the $45,000 Annual Cash Retainer (as defined in the Policy) for the 2017 calendar year. The total number of shares of common stock underlying the RSUs is a result of dividing the Annual Cash Retainer by the closing price of the Issuer's common stock on the date of issue, rounded down to the nearest whole number. The RSUs vest 25% on the last day of each 2017 calendar quarter assuming the Reporting Person remains a member of the Board of Directors through the end of the relevant calendar quarter. In the event the Reporting Person's service on the Board terminates (other than for cause) prior to the end of a calendar quarter, the RSUs granted shall vest pro-rata based on the portion of the calendar quarter during which such Reporting Person served as a director. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 18:01 UTC | BROADSOFT, INC. BSFT · Entity 169776 | GrantCommon Stock | 2,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003027 · doc4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,627 F1 · shares: Represents shares of common stock underlying restricted stock units (the "RSUs") granted on January 5, 2017 pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy") in respect of the $125,000 Annual Equity Retainer (as defined in the Policy). The total number of shares of common stock underlying RSUs is a result of dividing the Annual Equity Retainer by the closing price of the Issuer's common stock on the date of issue, rounded down to the nearest whole number. The RSUs vest 25% on the last day of each 2017 calendar quarter assuming the Reporting Person remains a member of the Board of Directors through the end of the relevant calendar quarter. In the event the Reporting Person's service on the Board terminates (other than for cause) prior to the end of a calendar quarter, the RSUs granted shall vest pro-rata based on the portion of the calendar quarter during which such Reporting Person served as a director. Read SEC document |
| December 31, 2014 Filed Jan 5, 2015 22:14 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 617.4456 | $33.59 | $20,740.00 |
DisclosureSEC source: 0001127602-15-000816 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 70,078.0481 F1 · kind: 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. Read SEC document |
| November 28, 2014 Filed Dec 2, 2014 23:02 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 586.2068 | $35.38 | $20,740.00 |
DisclosureSEC source: 0001127602-14-033966 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 69,460.6025 F1 · kind: 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. Read SEC document |
| November 14, 2014 Filed Nov 18, 2014 21:37 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 3,645 | $35.90 | $130,855.50 |
DisclosureSEC source: 0001127602-14-032640 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,764 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock. Read SEC document |
| October 31, 2014 Filed Nov 4, 2014 21:39 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,485.0487 | $34.84 | $51,739.10 |
DisclosureSEC source: 0001127602-14-031073 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 68,874.3957 F1 · kind: 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. Read SEC document |
| October 27, 2014 Filed Nov 4, 2014 21:39 UTC | AT&T INC. T · Entity 1012 | GiftCommon Stock | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-031073 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Joint Trust Disclosed balance after: 18,082 Read SEC document |
| September 30, 2014 Filed Oct 2, 2014 16:11 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 588.5358 | $35.24 | $20,740.00 |
DisclosureSEC source: 0001127602-14-028946 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 67,389.347 F1 · kind: 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. Read SEC document |
| August 29, 2014 Filed Sep 3, 2014 18:13 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 571.2529 | $34.96 | $19,971.00 |
DisclosureSEC source: 0001127602-14-027049 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 66,800.8112 F1 · kind: 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. Read SEC document |
| July 31, 2014 Filed Aug 4, 2014 20:16 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,373.0261 | $35.59 | $48,866.00 |
DisclosureSEC source: 0001127602-14-024626 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 66,229.5583 F1 · kind: 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. Read SEC document |
| June 30, 2014 Filed Jul 2, 2014 16:48 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 538.2352 | $35.36 | $19,032.00 |
DisclosureSEC source: 0001127602-14-022292 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 64,856.5322 F1 · kind: 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. Read SEC document |
| May 30, 2014 Filed Jun 3, 2014 19:09 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 536.5662 | $35.47 | $19,032.00 |
DisclosureSEC source: 0001127602-14-019652 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 64,318.297 F1 · kind: 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. Read SEC document |
| April 30, 2014 Filed May 2, 2014 20:15 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,337.7099 | $35.70 | $47,756.24 |
DisclosureSEC source: 0001127602-14-016086 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 63,781.7308 F1 · kind: 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. Read SEC document |
| March 31, 2014 Filed Apr 2, 2014 21:28 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 527.1172 | $35.07 | $18,486.00 |
DisclosureSEC source: 0001127602-14-013711 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 62,444.0209 F1 · kind: 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. Read SEC document |
| March 10, 2014 Filed Mar 12, 2014 20:05 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 8,155.1813 | $32.51 | $265,124.94 |
DisclosureSEC source: 0001127602-14-011286 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 61,916.9037 F1 · kind: Mandatory tax withholding on distribution from benefit plan. Read SEC document |
| February 28, 2014 Filed Mar 4, 2014 19:38 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 31,766.364 | $31.93 | $1,014,300.00 |
DisclosureSEC source: 0001127602-14-009872 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 83,821.085 F1 · kind: 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. Read SEC document |
| January 31, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,239.94 | $33.32 | $41,314.80 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · nonDerivative · entry 6 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 52,054.721 F5 · kind: 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. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2014) · Derivative | 1,341 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · derivative · entry 10 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,142 Underlying: Common Stock · 1,341 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. F6 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2014) · Derivative | 34,483 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · derivative · entry 9 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,483 Underlying: Common Stock · 34,483 shares Expires not disclosed F6 · derivative.exercise_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · derivative.expiration_date: Restricted stock units acquired pursuant to the 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/30/2018. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,341 | $33.35 | $44,722.35 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · nonDerivative · entry 5 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,660 F4 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · nonDerivative · entry 4 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,001 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 |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 11,224.3349 | $33.35 | $374,331.57 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · nonDerivative · entry 3 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 50,814.781 F3 · kind: Represents performance shares distributed in cash, after taxes. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,328.6651 | $33.35 | $144,360.98 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 62,039.1159 F2 · kind: Mandatory tax withholding on distribution of performance shares. Read SEC document |
| January 30, 2014 Filed Feb 3, 2014 22:45 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 15,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-004032 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 66,367.781 F1 · kind: Distribution of performance shares. Read SEC document |
| January 30, 2014 Filed Mar 12, 2014 19:09 UTC Amendment | AT&T INC. T · Entity 1012 | Disposition to issuerCommon Stock | 11,266.281 | $33.35 | $375,730.47 |
DisclosureSEC source: 0001127602-14-011266 · form4a.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 50,814.781 F2 · kind: Amended to reflect actual shares distributed as a result of re-calculation of taxes. Read SEC document |
| January 30, 2014 Filed Mar 12, 2014 19:09 UTC Amendment | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 4,286.719 | $33.35 | $142,962.08 |
DisclosureSEC source: 0001127602-14-011266 · form4a.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 62,081.062 F1 · kind: Amended to reflect actual shares withheld as a result of re-calculation of shares needed to satisfy federal taxes on distribution of performance shares. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:55 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units · Derivative | 8,373 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003475 · form4.xml · derivative · entry 6 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,373 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_date: Units vest 1/2 on 1/28/2013 and 1/2 on 1/28/2014. F2 · derivative.expiration_date: Units vest 1/2 on 1/28/2013 and 1/2 on 1/28/2014. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:55 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 2,094 | $33.70 | $70,567.80 |
DisclosureSEC source: 0001127602-14-003475 · form4.xml · nonDerivative · entry 2 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,660 F1 · kind: Mandatory tax withholding on vesting of Restricted Stock Units. Read SEC document |
| January 28, 2014 Filed Jan 30, 2014 21:55 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 8,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-003475 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,754 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 |
| December 31, 2013 Filed Jan 3, 2014 21:50 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 556.0294 | $35.16 | $19,549.99 |
DisclosureSEC source: 0001127602-14-000850 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 50,814.781 F1 · kind: 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. Read SEC document |
| November 29, 2013 Filed Dec 3, 2013 22:27 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 555.24 | $35.21 | $19,550.00 |
DisclosureSEC source: 0001127602-13-033494 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 50,258.7516 F1 · kind: 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. Read SEC document |
| October 31, 2013 Filed Nov 4, 2013 22:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,143.6991 | $36.20 | $41,401.91 |
DisclosureSEC source: 0001127602-13-030453 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 49,703.5116 F1 · kind: 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. Read SEC document |
| September 30, 2013 Filed Oct 2, 2013 16:36 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 578.0602 | $33.82 | $19,550.00 |
DisclosureSEC source: 0001127602-13-028299 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 48,559.8125 F1 · kind: 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. Read SEC document |
| August 30, 2013 Filed Sep 4, 2013 16:17 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 533.698 | $33.83 | $18,055.00 |
DisclosureSEC source: 0001127602-13-026528 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 47,981.7523 F1 · kind: 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. Read SEC document |
| July 31, 2013 Filed Aug 1, 2013 22:18 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,099.9897 | $35.27 | $38,796.64 |
DisclosureSEC source: 0001127602-13-024112 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 47,448.0543 F1 · kind: 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. Read SEC document |
| June 28, 2013 Filed Jul 2, 2013 20:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 506.7796 | $35.40 | $17,940.00 |
DisclosureSEC source: 0001127602-13-022028 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 46,348.0646 F1 · kind: 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. Read SEC document |
| May 31, 2013 Filed Jun 4, 2013 20:40 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 512.718 | $34.99 | $17,940.00 |
DisclosureSEC source: 0001127602-13-019389 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 45,841.285 F1 · kind: 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. Read SEC document |
| April 30, 2013 Filed May 2, 2013 20:31 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 1,011.286 | $37.46 | $37,882.77 |
DisclosureSEC source: 0001127602-13-015242 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 45,328.567 F1 · kind: 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. Read SEC document |
| March 28, 2013 Filed Apr 1, 2013 20:58 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 457.0727 | $36.69 | $16,770.00 |
DisclosureSEC source: 0001127602-13-012584 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 44,317.281 F1 · kind: 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. Read SEC document |
| March 11, 2013 Filed Mar 13, 2013 13:53 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 7,986.0117 | $36.60 | $292,288.03 |
DisclosureSEC source: 0001127602-13-010590 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 43,860.2083 F1 · kind: Mandatory tax withholding on distribution from benefit plan. F2 · balance_after: Reflects transfer of 12,177 shares owned indirectly by benefit plan to direct ownership due to distribution from benefit plan. Read SEC document |
| February 28, 2013 Filed Mar 4, 2013 20:57 UTC | AT&T INC. T · Entity 1012 | GrantCommon Stock | 15,263.1577 | $35.91 | $548,099.99 |
DisclosureSEC source: 0001127602-13-009020 · form4.xml · nonDerivative · entry 1 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 64,023.22 F1 · kind: 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. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionRestricted Stock Units (2013) · Derivative | 1,118 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · derivative · entry 10 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,626 Underlying: Common Stock · 1,118 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. F6 · derivative.exercise_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/31/17. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · derivative.expiration_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/31/17. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | GrantRestricted Stock Units (2013) · Derivative | 28,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · derivative · entry 9 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,744 Underlying: Common Stock · 28,744 shares Expires not disclosed F6 · derivative.exercise_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/31/17. Vesting (but not distribution) is accelerated on retirement eligibility. F6 · derivative.expiration_date: Restricted stock units acquired pursuant to 2011 Incentive Plan. Each unit will convert into one share of issuer's common stock. Units vest on 1/31/17. Vesting (but not distribution) is accelerated on retirement eligibility. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | Tax withholdingCommon Stock | 1,118 | $34.79 | $38,895.22 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · nonDerivative · entry 6 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,204 F5 · kind: Mandatory tax withholding on vesting of Restricted Stock Units due to retirement eligibility. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 22:00 UTC | AT&T INC. T · Entity 1012 | Exercise / conversionCommon Stock | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-003954 · form4.xml · nonDerivative · entry 5 Geisse Andrew M · CIK 0001541137 · CEO-AT&T Business Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,322 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.