Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director · Chairman and CEO | February 09, 2012 | February 13, 2012 |
| DOMINION ENERGY, INCD · Entity 3007 | Director | May 10, 2023 | May 11, 2023 |
| DUKE REALTY CORPDRE · Entity 123280 | Director | February 10, 2022 | February 14, 2022 |
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.
ALTRIA GROUP, INC.
Report date February 09, 2012 · Filed February 13, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,291,264 |
Reported balance
After 2012-02-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-02-09 · Tax withholding · Disposed 105,895 · Balance 1,291,264 F1: Shares withheld to satisfy taxes on the vesting of Restricted Stock. F2: The average of the high and low price of Altria Group, Inc. common stock on February 9, 2012. F3: Includes 450,000 shares of Restricted Stock, 210,000 shares of Deferred Stock and 900 shares held in an I.R.A. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy taxes on the vesting of Restricted Stock.
F2: The average of the high and low price of Altria Group, Inc. common stock on February 9, 2012.
F3: Includes 450,000 shares of Restricted Stock, 210,000 shares of Deferred Stock and 900 shares held in an I.R.A.
DOMINION ENERGY, INC
Report date May 10, 2023 · Filed May 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,578 |
Reported balance
After 2023-05-10 transaction · row 1
1 source rowRow 1 · 2023-05-10 · Grant · Acquired 2,965 · Balance 22,578 F1: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | IndirectBy Company Trust for Director | 10,880.7483 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,880.7483 |
| Common StockSEC Table I · non-derivative | IndirectBy the Szymanczyk Family Joint Trust | 52,630 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 52,630 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock retainer issued under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3.
DUKE REALTY CORP
Report date February 10, 2022 · Filed February 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,589 |
Reported balance
After 2022-02-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-10 · Grant · Acquired 2,592 · Balance 9,589 F1: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934. F2: Between February 12, 2021 and February 14, 2022, the Reporting Person acquired 69 shares of DRE common stock through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 37,081 |
Reported balance
Holding disclosure · report date 2022-02-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37,081 F3: Securities held by Szymanczyk Family Joint Trust in which the Reporting Person is the grantor. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,739 |
Reported balance
Holding disclosure · report date 2022-02-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 18,739 F4: Represents phantom stock units accrued under the Directors' Deferred Compensation Plan of Duke Realty Corporation. Between February 12, 2021 and February 14, 2022, the Reporting Person acquired 398 phantom stock units through dividend reinvestment. The units are valued on a one to one basis to the Company's common stock and are to be settled in cash and stock upon the Reporting Person's termination as a director of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units pursuant to Rule 16b-3(d) of Section 16b of the Securities Exchange Act of 1934.
F2: Between February 12, 2021 and February 14, 2022, the Reporting Person acquired 69 shares of DRE common stock through dividend reinvestment.
F3: Securities held by Szymanczyk Family Joint Trust in which the Reporting Person is the grantor.
F4: Represents phantom stock units accrued under the Directors' Deferred Compensation Plan of Duke Realty Corporation. Between February 12, 2021 and February 14, 2022, the Reporting Person acquired 398 phantom stock units through dividend reinvestment. The units are valued on a one to one basis to the Company's common stock and are to be settled in cash and stock upon the Reporting Person's termination as a director of the Issuer.
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 |
|---|---|---|---|---|---|---|
| May 15, 2006 Filed May 17, 2006 19:18 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 54,837 | $71.02 | $3,894,523.74 |
DisclosureSEC source: 0001182489-06-000495 · edgar.xml · nonDerivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,695 Read SEC document |
| May 15, 2006 Filed May 17, 2006 19:18 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 66,552 | $49.04 | $3,263,710.08 |
DisclosureSEC source: 0001182489-06-000495 · edgar.xml · nonDerivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,532 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 |
| May 15, 2006 Filed May 17, 2006 19:18 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 138,166 | $71.02 | $9,812,549.32 |
DisclosureSEC source: 0001182489-06-000495 · edgar.xml · nonDerivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,980 Read SEC document |
| May 15, 2006 Filed May 17, 2006 19:18 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 175,615 | $44.38 | $7,792,915.63 |
DisclosureSEC source: 0001182489-06-000495 · edgar.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,146 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 |
| May 15, 2006 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOptions (Right to Buy) · Derivative | 0 | $0.00 Strike: $53.30 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 12 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,837 Underlying: Common Stock · 54,837 shares Expires 2011-06-12 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| May 15, 2006 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $53.30 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 11 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,166 Underlying: Common Stock · 138,166 shares Expires 2011-01-31 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| May 15, 2006 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOptions (Right to Buy) · Derivative | 0 | $0.00 Strike: $16.16 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 12 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,837 Underlying: Common Stock · 54,837 shares Expires 2011-06-12 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. Read SEC document |
| May 15, 2006 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $16.16 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 11 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,166 Underlying: Common Stock · 138,166 shares Expires 2011-01-31 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. Read SEC document |
| February 03, 2006 Filed Feb 7, 2006 17:26 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 23,653 | $71.53 | $1,691,780.83 |
DisclosureSEC source: 0001182489-06-000108 · edgar.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,531 F1 · balance_after: Includes 164,050 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| January 25, 2006 Filed Jan 27, 2006 19:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 29,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-06-000059 · edgar.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,184 F1 · balance_after: Includes 219,600 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| November 11, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 17,776 | $74.56 | $1,325,387.45 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · nonDerivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,534 F1 · balance_after: Includes 189,950 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 38,373 | $74.28 Strike: $74.28 | $2,850,154.58 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · derivative · entry 9 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,373 Underlying: Common Stock · 38,373 shares Expires 2011-01-31 Read SEC document |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 68,337 | $74.28 Strike: $74.28 | $5,075,730.68 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · derivative · entry 8 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,337 Underlying: Common Stock · 68,337 shares Expires 2009-06-29 Read SEC document |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 49,745 | $44.38 Strike: $44.38 | $2,207,434.38 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · derivative · entry 7 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,615 Underlying: Common Stock · 49,745 shares Expires 2011-01-31 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 |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 92,517 | $40.00 Strike: $40.00 | $3,700,680.00 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · derivative · entry 6 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,517 shares Expires 2009-06-29 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 |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 38,373 | $74.28 | $2,850,154.58 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · nonDerivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,310 Read SEC document |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 49,745 | $44.38 | $2,207,434.38 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · nonDerivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,683 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 |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 68,337 | $74.28 | $5,075,730.68 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · nonDerivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,938 Read SEC document |
| November 10, 2005 Filed Nov 14, 2005 20:03 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 92,517 | $40.00 | $3,700,680.00 |
DisclosureSEC source: 0001182489-05-000653 · edgar.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,275 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 |
| November 10, 2005 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 10 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,373 Underlying: Common Stock · 38,373 shares Expires 2011-01-31 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| November 10, 2005 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $55.74 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 9 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,337 Underlying: Common Stock · 68,337 shares Expires 2009-06-29 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| November 10, 2005 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $16.90 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 10 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,373 Underlying: Common Stock · 38,373 shares Expires 2011-01-31 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. Read SEC document |
| November 10, 2005 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $16.90 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 9 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,337 Underlying: Common Stock · 68,337 shares Expires 2009-06-29 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. Read SEC document |
| August 12, 2005 Filed Aug 16, 2005 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 31,868 | $49.12 Strike: $49.12 | $1,565,196.82 |
DisclosureSEC source: 0001182489-05-000539 · edgar.xml · derivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,868 shares Expires 2008-06-23 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. Read SEC document |
| August 12, 2005 Filed Aug 16, 2005 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 66,100 | $43.88 Strike: $43.88 | $2,900,137.50 |
DisclosureSEC source: 0001182489-05-000539 · edgar.xml · derivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,100 shares Expires 2007-06-22 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. Read SEC document |
| August 12, 2005 Filed Aug 16, 2005 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 97,968 | $66.98 | $6,561,886.84 |
DisclosureSEC source: 0001182489-05-000539 · edgar.xml · nonDerivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,758 F1 · balance_after: Includes 189,950 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| August 12, 2005 Filed Aug 16, 2005 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 31,868 | $49.12 | $1,565,196.82 |
DisclosureSEC source: 0001182489-05-000539 · edgar.xml · nonDerivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,726 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 |
| August 12, 2005 Filed Aug 16, 2005 17:54 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 66,100 | $43.88 | $2,900,137.50 |
DisclosureSEC source: 0001182489-05-000539 · edgar.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,858 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 27, 2005 Filed Jun 29, 2005 18:52 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 16,981 | $65.22 | $1,107,500.82 |
DisclosureSEC source: 0000764180-05-000068 · doc4.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,758 F1 · shares: Shares withheld to satisfy taxes on vesting of Restricted Stock. F2 · balance_after: Includes 189,950 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| May 03, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 20,000 | $65.45 | $1,309,006.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · nonDerivative · entry 6 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,739 F1 · balance_after: Includes 228,950 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| May 03, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 6,335 | $65.42 | $414,450.27 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · nonDerivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,739 Read SEC document |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 44,868 | $65.35 Strike: $65.35 | $2,932,123.80 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · derivative · entry 10 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,868 Underlying: Common Stock · 44,868 shares Expires 2009-06-29 Read SEC document |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 82,675 | $65.35 Strike: $65.35 | $5,402,811.25 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · derivative · entry 9 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,675 Underlying: Common Stock · 82,675 shares Expires 2009-06-29 Read SEC document |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 57,483 | $40.00 Strike: $40.00 | $2,299,320.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · derivative · entry 8 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,517 Underlying: Common Stock · 57,483 shares Expires 2009-06-29 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 |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 105,927 | $40.00 Strike: $40.00 | $4,237,080.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · derivative · entry 7 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,927 shares Expires 2009-06-29 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 |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 42,638 | $40.00 | $1,705,520.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · nonDerivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,074 Read SEC document |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 57,483 | $40.00 | $2,299,320.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · nonDerivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,712 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 |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 78,570 | $40.00 | $3,142,800.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · nonDerivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,229 Read SEC document |
| May 02, 2005 Filed May 4, 2005 19:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 105,927 | $40.00 | $4,237,080.00 |
DisclosureSEC source: 0000764180-05-000057 · doc4.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,799 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 |
| May 02, 2005 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 8 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,675 Underlying: Common Stock · 82,675 shares Expires 2009-06-29 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| May 02, 2005 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 7 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,868 Underlying: Common Stock · 44,868 shares Expires 2009-06-29 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| May 02, 2005 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $14.87 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 8 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,675 Underlying: Common Stock · 82,675 shares Expires 2009-06-29 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. Read SEC document |
| May 02, 2005 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $14.87 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 7 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,868 Underlying: Common Stock · 44,868 shares Expires 2009-06-29 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. from Altria Group, Inc. on March 28, 2008. Read SEC document |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 13,467 | $40.12 Strike: $40.12 | $540,235.44 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · derivative · entry 9 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,467 shares Expires 2010-01-26 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 |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 45,830 | $40.12 Strike: $40.12 | $1,838,493.37 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · derivative · entry 8 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,467 Underlying: Common Stock · 45,830 shares Expires 2010-01-26 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 |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right-to-Buy) · Derivative | 110,490 | $38.04 Strike: $38.04 | $4,202,487.15 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · derivative · entry 7 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 110,490 shares Expires 2010-01-26 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 |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right-to-Buy) · Derivative | 35,785 | $38.04 Strike: $38.04 | $1,361,082.48 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · derivative · entry 6 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,490 Underlying: Common Stock · 35,785 shares Expires 2010-01-26 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 |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 178,820 | $66.71 | $11,928,831.85 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · nonDerivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,872 F1 · balance_after: Includes 228,950 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 13,467 | $40.12 | $540,235.44 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · nonDerivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508,692 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 |
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 45,830 | $40.12 | $1,838,493.37 |
DisclosureSEC source: 0000764180-05-000031 · doc4.xml · nonDerivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,225 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.