Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AT&T INC.T · Entity 1012 | Director | July 31, 2026 | August 04, 2026 |
| Accenture plcACN · Entity 2893 | Director | January 31, 2025 | February 04, 2025 |
| FORD MOTOR COF · Entity 1829 | Director | September 01, 2026 | September 03, 2026 |
| KEYCORP /NEW/KEY · Entity 3220 | Director | May 01, 2020 | May 05, 2020 |
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.
AT&T INC.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | IndirectBy Benefit Plan | 198,406.7752 |
Reported balance
After 2026-07-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-31 · Grant · Acquired 2,340.15 · Balance 198,406.7752 F1: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. |
| Common StockSEC Table I · non-derivative | Direct | 28,700 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28,700 |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units acquired pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director.
Accenture plc
Report date January 31, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 2,146 |
Reported balance
After 2025-01-31 transaction · row 1
1 source rowRow 1 · 2025-01-31 · Tax withholding · Disposed 213 · Balance 2,146 |
FORD MOTOR CO
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 56,774 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 609 · Balance 56,774 F1: Crediting of dividend equivalents in the form of Restricted Stock Units, under the Company's 2024 Stock Plan for Non-Employee Directors. In general, these Units will be converted into shares of Ford Common Stock and distributed to the Reporting Person, without payment, following termination of Board service. |
| Ford Stock UnitsSEC Table II · derivative / convertible security | Direct | 136,862 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 1,468 · Balance 136,862 F2: Crediting of dividend equivalents in the form of Restricted Stock Units, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Units will be converted into shares of Ford Common Stock and distributed to the Reporting Person, without payment, following termination of Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: Crediting of dividend equivalents in the form of Restricted Stock Units, under the Company's 2024 Stock Plan for Non-Employee Directors. In general, these Units will be converted into shares of Ford Common Stock and distributed to the Reporting Person, without payment, following termination of Board service.
F2: Crediting of dividend equivalents in the form of Restricted Stock Units, under the Company's 2014 Stock Plan for Non-Employee Directors. In general, these Units will be converted into shares of Ford Common Stock and distributed to the Reporting Person, without payment, following termination of Board service.
KEYCORP /NEW/
Report date May 01, 2020 · Filed May 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 138,613 |
Reported balance
After 2020-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-01 · Grant · Acquired 138,613 · Balance 138,613 F2: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3: The restricted stock units, granted on May 1, 2020, vest in four equal annual installments beginning on May 1, 2021. |
| Common SharesSEC Table I · non-derivative | Direct | 1,368,429 |
Reported balance
Holding disclosure · report date 2020-05-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,368,429 |
| Common SharesSEC Table I · non-derivative | Indirect401(k) Plan | 6,130 |
Reported balance
Holding disclosure · report date 2020-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,130 F1: Reported as of May 1, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Reported as of May 1, 2020.
F2: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting.
F3: The restricted stock units, granted on May 1, 2020, vest in four equal annual installments beginning on May 1, 2021.
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 |
|---|---|---|---|---|---|---|
| September 30, 2014 Filed Oct 2, 2014 15:59 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 153.235 | $35.24 | $5,400.00 |
DisclosureSEC source: 0001127602-14-028927 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 6,004.6504 Underlying: Common Stock · 153.235 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| July 31, 2014 Filed Aug 1, 2014 19:53 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 515.0249 | $35.59 | $18,329.74 |
DisclosureSEC source: 0001127602-14-024431 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,851.4154 Underlying: Common Stock · 515.0249 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| July 30, 2014 Filed Aug 1, 2014 19:53 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 1,000 | $36.26 | $36,260.00 |
DisclosureSEC source: 0001127602-14-024431 · form4.xml · nonDerivative · entry 1 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 Read SEC document |
| June 30, 2014 Filed Jul 2, 2014 17:06 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 104.638 | $35.36 | $3,700.00 |
DisclosureSEC source: 0001127602-14-022311 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,336.3905 Underlying: Common Stock · 104.638 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| May 30, 2014 Filed Jun 3, 2014 18:59 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 112.7714 | $35.47 | $4,000.00 |
DisclosureSEC source: 0001127602-14-019645 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,231.7525 Underlying: Common Stock · 112.7714 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| April 30, 2014 Filed May 2, 2014 20:42 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 4,597.0612 | $35.70 | $164,115.08 |
DisclosureSEC source: 0001127602-14-016127 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 5,118.9811 Underlying: Common Stock · 4,597.0612 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| March 31, 2014 Filed Apr 2, 2014 21:18 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 105.5033 | $35.07 | $3,700.00 |
DisclosureSEC source: 0001127602-14-013700 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 521.9199 Underlying: Common Stock · 105.5033 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| January 31, 2014 Filed Feb 4, 2014 22:20 UTC | AT&T INC. T · Entity 1012 | GrantDeferred Stock Units · Derivative | 416.4166 | $33.32 | $13,875.00 |
DisclosureSEC source: 0001127602-14-004361 · form4.xml · derivative · entry 2 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Benefit Plan Disclosed balance after: 416.4166 Underlying: Common Stock · 416.4166 shares Expires not disclosed F1 · derivative.exercise_price: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.exercise_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. F1 · derivative.expiration_date: Acquisition of deferred stock units pursuant to the AT&T Inc. Non-Employee Director Stock and Deferral Plan. After the reporting person ceases to be a director, each unit is paid out in cash equal to the value of one share of AT&T common stock at times elected by the director. Read SEC document |
| October 24, 2013 Filed Oct 25, 2013 19:48 UTC | AT&T INC. T · Entity 1012 | PurchaseCommon Stock | 1,000 | $34.74 | $34,740.00 |
DisclosureSEC source: 0001127602-13-029783 · form4.xml · nonDerivative · entry 1 MOONEY BETH E · CIK 0001217178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 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.