Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | VP and Treasurer | February 04, 2008 | February 06, 2008 |
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 04, 2008 · Filed February 06, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,500 |
Reported balance
After 2008-02-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2008-02-04 · Tax withholding · Disposed 4,484 · Balance 49,500 F1: The average of the high and low price of Altria Group, Inc. common stock on February 4, 2008. F2: Includes 8,630 shares of Restricted Stock and 9,766 shares of Deferred Stock. |
| Common StockSEC Table I · non-derivative | IndirectDPS | 4,834 |
Reported balance
Holding disclosure · report date 2008-02-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,834 F3: Shares held in the Altria Deferred Profit Sharing Plan as of January 31, 2008. |
Filing footnotes · ownership attribution and instrument terms
F1: The average of the high and low price of Altria Group, Inc. common stock on February 4, 2008.
F2: Includes 8,630 shares of Restricted Stock and 9,766 shares of Deferred Stock.
F3: Shares held in the Altria Deferred Profit Sharing Plan as of January 31, 2008.
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 04, 2008 Filed Feb 6, 2008 21:48 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 4,484 | $75.41 | $338,116.02 |
DisclosureSEC source: 0001182489-08-000119 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,500 F1 · price: The average of the high and low price of Altria Group, Inc. common stock on February 4, 2008. F2 · balance_after: Includes 8,630 shares of Restricted Stock and 9,766 shares of Deferred Stock. Read SEC document |
| May 09, 2007 Filed May 11, 2007 18:07 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 8,780 | $32.93 Strike: $32.93 | $289,105.21 |
DisclosureSEC source: 0001182489-07-000540 · edgar.xml · derivative · entry 4 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,780 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 |
| May 09, 2007 Filed May 11, 2007 18:07 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 8,780 | $68.54 | $601,795.25 |
DisclosureSEC source: 0001182489-07-000540 · edgar.xml · nonDerivative · entry 2 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,984 F1 · balance_after: Includes 18,880 shares of Restricted Stock and 9,766 shares of Deferred Stock. Read SEC document |
| May 09, 2007 Filed May 11, 2007 18:07 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 8,780 | $32.93 | $289,105.21 |
DisclosureSEC source: 0001182489-07-000540 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,764 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 |
| March 30, 2007 Filed Apr 20, 2007 16:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 2,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-07-000454 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,984 F1 · date: Reflects an adjustment to previously granted deferred shares awarded on January 31, 2007 in accordance with the terms of the 2005 Performance Incentive Plan in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F1 · shares: Reflects an adjustment to previously granted deferred shares awarded on January 31, 2007 in accordance with the terms of the 2005 Performance Incentive Plan in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F2 · balance_after: Includes 18,880 shares of Restricted Stock and 9,766 shares of Deferred Stock. Read SEC document |
| February 05, 2007 Filed Feb 7, 2007 18:40 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 5,435 | $86.68 | $471,078.63 |
DisclosureSEC source: 0001182489-07-000162 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,548 F1 · price: The average of the high and low price of Altria Group, Inc. common stock on February 5, 2007. F2 · balance_after: Includes 18,880 shares of Restricted Stock and 7,330 shares of Deferred Stock. Read SEC document |
| January 31, 2007 Filed Feb 2, 2007 19:21 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 7,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-07-000127 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,983 F1 · balance_after: Includes 30,250 shares of Restricted Stock and 7,330 shares of Deferred Stock. Read SEC document |
| December 14, 2006 Filed Dec 15, 2006 21:57 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantOption (Right to Buy) · Derivative | 6,953 | $84.69 Strike: $84.69 | $588,849.57 |
DisclosureSEC source: 0001182489-06-001199 · edgar.xml · derivative · entry 5 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,953 Underlying: Common Stock · 6,953 shares Expires 2011-06-12 Read SEC document |
| December 14, 2006 Filed Dec 15, 2006 21:57 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 8,910 | $49.04 Strike: $49.04 | $436,946.40 |
DisclosureSEC source: 0001182489-06-001199 · edgar.xml · derivative · entry 4 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,910 shares Expires 2011-06-12 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 14, 2006 Filed Dec 15, 2006 21:57 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 6,953 | $84.69 | $588,849.57 |
DisclosureSEC source: 0001182489-06-001199 · edgar.xml · nonDerivative · entry 2 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,653 F1 · balance_after: Includes 30,250 shares of Restricted Stock. Read SEC document |
| December 14, 2006 Filed Dec 15, 2006 21:57 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 8,910 | $49.04 | $436,946.40 |
DisclosureSEC source: 0001182489-06-001199 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,607 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 14, 2006 Filed Apr 20, 2007 16:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $63.56 | $0.00 |
DisclosureSEC source: 0001182489-07-000454 · edgar.xml · derivative · entry 7 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,953 Underlying: Common Stock · 6,953 shares Expires 2011-06-12 F4 · 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. F4 · 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 |
| March 02, 2006 Filed Mar 3, 2006 20:10 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 8,943 | $71.54 | $639,749.13 |
DisclosureSEC source: 0001182489-06-000194 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,697 F1 · balance_after: Includes 30,250 shares of Restricted Stock. Read SEC document |
| February 03, 2006 Filed Feb 7, 2006 17:15 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Tax withholdingCommon Stock | 6,536 | $71.53 | $467,487.40 |
DisclosureSEC source: 0001182489-06-000102 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,640 F1 · balance_after: Includes 30,250 shares of Restricted Stock. Read SEC document |
| January 25, 2006 Filed Jan 27, 2006 19:29 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 8,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-06-000056 · edgar.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,176 F1 · balance_after: Includes 45,730 shares of Restricted Stock. Read SEC document |
| May 12, 2005 Filed May 13, 2005 16:16 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 10,020 | $34.90 Strike: $34.90 | $349,655.92 |
DisclosureSEC source: 0000764180-05-000062 · doc4.xml · derivative · entry 4 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,020 shares Expires 2006-06-23 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 |
| May 12, 2005 Filed May 13, 2005 16:16 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 10,020 | $65.52 | $656,510.40 |
DisclosureSEC source: 0000764180-05-000062 · doc4.xml · nonDerivative · entry 2 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,546 F1 · balance_after: Includes 37,100 shares of Restricted Stock. Read SEC document |
| May 12, 2005 Filed May 13, 2005 16:16 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 10,020 | $34.90 | $349,655.92 |
DisclosureSEC source: 0000764180-05-000062 · doc4.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,566 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 18:52 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 10,250 | $61.99 | $635,346.25 |
DisclosureSEC source: 0000764180-05-000011 · doc4.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,546 F1 · balance_after: Includes 37,100 shares of Restricted Stock. Read SEC document |
| January 28, 2004 Filed Jan 29, 2004 22:16 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 11,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001189717-04-000003 · doc4.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,296 F1 · balance_after: Includes 26,850 shares of Restricted Stock. Read SEC document |
| June 05, 2003 Filed Jun 6, 2003 18:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionOption (Right to Buy) · Derivative | 21,090 | $0.00 Strike: $21.34 | $0.00 |
DisclosureSEC source: 0001181431-03-010273 · rrd10619.xml · derivative · entry 3 ENGEL AMY J · CIK 0001189717 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,090 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 |
| June 05, 2003 Filed Jun 6, 2003 18:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | SaleCommon Stock | 21,090 | $42.92 | $905,182.80 |
DisclosureSEC source: 0001181431-03-010273 · rrd10619.xml · nonDerivative · entry 2 ENGEL AMY J · CIK 0001189717 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,926 F1 · balance_after: Includes 15,480 shares of Restricted Stock. Reporting person also indirectly holds 3,887 share equivalents in the Altria Deferred Profit Sharing Plan as of May 31, 2003. Read SEC document |
| June 05, 2003 Filed Jun 6, 2003 18:39 UTC | ALTRIA GROUP, INC. MO · Entity 188 | Exercise / conversionCommon Stock | 21,090 | $21.34 | $450,140.74 |
DisclosureSEC source: 0001181431-03-010273 · rrd10619.xml · nonDerivative · entry 1 ENGEL AMY J · CIK 0001189717 · Vice President and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,016 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 31, 2001 Filed Apr 20, 2007 16:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $33.30 | $0.00 |
DisclosureSEC source: 0001182489-07-000454 · edgar.xml · derivative · entry 6 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,930 Underlying: Common Stock · 10,930 shares Expires 2011-01-31 F4 · 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. F4 · 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 |
| June 29, 1999 Filed Apr 20, 2007 16:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $30.02 | $0.00 |
DisclosureSEC source: 0001182489-07-000454 · edgar.xml · derivative · entry 5 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 shares Expires 2009-06-29 F4 · 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. F4 · 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 |
| June 23, 1998 Filed Apr 20, 2007 16:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $29.81 | $0.00 |
DisclosureSEC source: 0001182489-07-000454 · edgar.xml · derivative · entry 4 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,790 Underlying: Common Stock · 10,790 shares Expires 2008-06-23 F4 · 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. F4 · 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 |
| June 24, 1997 Filed Apr 20, 2007 16:37 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $32.93 | $0.00 |
DisclosureSEC source: 0001182489-07-000454 · edgar.xml · derivative · entry 3 ENGEL AMY J · CIK 0001189717 · VP and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,780 Underlying: Common Stock · 8,780 shares Expires 2007-06-22 F4 · 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. F4 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.