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 |
|---|---|---|---|---|---|---|
| February 08, 2005 Filed Feb 10, 2005 19:56 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 110,490 | $38.04 | $4,202,487.15 |
DisclosureSEC source: 0000764180-05-000031 · 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: 449,395 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 | 35,785 | $38.04 | $1,361,082.48 |
DisclosureSEC source: 0000764180-05-000031 · 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: 338,905 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 26, 2005 Filed Jan 28, 2005 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 35,500 | $61.99 | $2,200,467.50 |
DisclosureSEC source: 0000764180-05-000017 · 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: 303,120 F1 · balance_after: Includes 228,950 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| August 31, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 1,509 | $48.90 | $73,790.10 |
DisclosureSEC source: 0000764180-04-000033 · 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: 267,620 F1 · balance_after: Includes 193,450 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| August 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 39,452 | $49.12 Strike: $49.12 | $1,937,684.98 |
DisclosureSEC source: 0000764180-04-000033 · 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: 39,452 Underlying: Common Stock · 39,452 shares Expires 2009-06-29 Read SEC document |
| August 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 31,868 | $49.12 Strike: $49.12 | $1,565,196.82 |
DisclosureSEC source: 0000764180-04-000033 · 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: 31,868 Underlying: Common Stock · 31,868 shares Expires 2008-06-23 Read SEC document |
| August 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 44,073 | $40.00 Strike: $40.00 | $1,762,920.00 |
DisclosureSEC source: 0000764180-04-000033 · 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: 255,927 Underlying: Common Stock · 44,073 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 |
| August 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 35,729 | $39.72 Strike: $39.72 | $1,419,113.01 |
DisclosureSEC source: 0000764180-04-000033 · 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: 0 Underlying: Common Stock · 35,729 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 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 38,630 | $49.12 | $1,897,312.45 |
DisclosureSEC source: 0000764180-04-000033 · 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: 269,129 Read SEC document |
| August 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 44,073 | $40.00 | $1,762,920.00 |
DisclosureSEC source: 0000764180-04-000033 · 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: 307,759 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 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 31,181 | $49.12 | $1,531,454.82 |
DisclosureSEC source: 0000764180-04-000033 · 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: 263,686 Read SEC document |
| August 30, 2004 Filed Sep 1, 2004 19:08 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 35,729 | $39.72 | $1,419,113.01 |
DisclosureSEC source: 0000764180-04-000033 · 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: 294,867 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 30, 2004 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $36.86 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · 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: 39,452 Underlying: Common Stock · 39,452 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 |
| August 30, 2004 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 6 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,452 Underlying: Common Stock · 39,452 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 11, 2004 Filed Feb 12, 2004 18:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 10,000 | $54.92 | $549,215.00 |
DisclosureSEC source: 0001189720-04-000003 · 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: 259,138 F1 · balance_after: Includes 193,450 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| February 11, 2004 Filed Feb 12, 2004 18:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 12,619 | $54.93 | $693,161.67 |
DisclosureSEC source: 0001189720-04-000003 · 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: 269,138 Read SEC document |
| February 10, 2004 Filed Feb 12, 2004 18:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 80,671 | $54.72 Strike: $54.72 | $4,414,317.12 |
DisclosureSEC source: 0001189720-04-000003 · 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: 80,671 Underlying: Common Stock · 80,671 shares Expires 2008-06-23 Read SEC document |
| February 10, 2004 Filed Feb 12, 2004 18:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 95,871 | $39.72 Strike: $39.72 | $3,807,881.07 |
DisclosureSEC source: 0001189720-04-000003 · doc4.xml · derivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,729 Underlying: Common Stock · 95,871 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 |
| February 10, 2004 Filed Feb 12, 2004 18:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 78,052 | $54.72 | $4,271,005.44 |
DisclosureSEC source: 0001189720-04-000003 · 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: 281,757 Read SEC document |
| February 10, 2004 Filed Feb 12, 2004 18:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 95,871 | $39.72 | $3,807,881.07 |
DisclosureSEC source: 0001189720-04-000003 · 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: 359,809 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 10, 2004 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $41.07 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · 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: 80,671 Underlying: Common Stock · 80,671 shares Expires 2008-06-23 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 |
| February 10, 2004 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,671 Underlying: Common Stock · 80,671 shares Expires 2008-06-23 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 |
| January 28, 2004 Filed Jan 30, 2004 21:24 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 37,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001189720-04-000002 · 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: 263,938 F1 · balance_after: Includes 193,450 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 14,619 | $40.00 | $584,760.00 |
DisclosureSEC source: 0001181431-03-015341 · rrd13990.xml · nonDerivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO, Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,038 F1 · balance_after: Includes 155,550 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 3,790 | $40.21 | $152,388.32 |
DisclosureSEC source: 0001181431-03-015341 · rrd13990.xml · nonDerivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO, Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,657 Read SEC document |
| July 22, 2003 Filed Jul 24, 2003 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 59,297 | $0.00 Strike: $40.12 | $0.00 |
DisclosureSEC source: 0001181431-03-015341 · rrd13990.xml · derivative · entry 6 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO, Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,297 Underlying: Common Stock · 59,297 shares Expires 2010-01-26 Read SEC document |
| July 22, 2003 Filed Jul 24, 2003 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 81,162 | $0.00 Strike: $21.34 | $0.00 |
DisclosureSEC source: 0001181431-03-015341 · rrd13990.xml · derivative · entry 5 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO, Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 81,162 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 |
| July 22, 2003 Filed Jul 24, 2003 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 55,507 | $40.12 | $2,226,663.31 |
DisclosureSEC source: 0001181431-03-015341 · rrd13990.xml · nonDerivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO, Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,447 Read SEC document |
| July 22, 2003 Filed Jul 24, 2003 21:20 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 81,162 | $21.34 | $1,732,321.73 |
DisclosureSEC source: 0001181431-03-015341 · rrd13990.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO, Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,954 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 23, 2003 Filed May 27, 2003 21:15 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 33,000 | $41.41 | $1,366,398.00 |
DisclosureSEC source: 0001181431-03-009053 · rrd9824.xml · nonDerivative · entry 1 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chrmn & CEO-Philip Morris USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,792 F1 · balance_after: Includes 155,550 shares of Restricted Stock and 900 shares held in an IRA. Read SEC document |
| May 20, 2002 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $40.98 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · 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: 42,930 Underlying: Common Stock · 42,930 shares Expires 2010-01-26 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 20, 2002 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $12.43 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 4 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,930 Underlying: Common Stock · 42,930 shares Expires 2010-01-26 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 20, 2001 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $35.77 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,982 Underlying: Common Stock · 23,982 shares Expires 2010-01-26 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 20, 2001 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $10.85 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 3 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,982 Underlying: Common Stock · 23,982 shares Expires 2010-01-26 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 16, 2001 Filed Apr 23, 2007 15:32 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $38.88 | $0.00 |
DisclosureSEC source: 0001182489-07-000462 · edgar.xml · derivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Chairman and CEO, PM USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,757 Underlying: Common Stock · 6,757 shares Expires 2010-01-26 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 16, 2001 Filed Apr 1, 2008 21:25 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $11.79 | $0.00 |
DisclosureSEC source: 0001182489-08-000333 · edgar.xml · derivative · entry 2 SZYMANCZYK MICHAEL E · CIK 0001189720 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,757 Underlying: Common Stock · 6,757 shares Expires 2010-01-26 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.