Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walker & Dunlop, Inc.WD · Entity 4737 | EVP & Chief Operating Officer | September 03, 2026 | September 08, 2026 |
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.
Walker & Dunlop, Inc.
Report date September 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 1,707.336 |
Reported balance
After 2026-09-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-03 · Grant · Acquired 151.473 · Balance 1,707.336 F1: Each dividend equivalent right is the economic equivalent of one share of common stock of the Company. F2: The dividend equivalent rights accrued on restricted stock units held by the reporting person and vest proportionately with the restricted stock units to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: Each dividend equivalent right is the economic equivalent of one share of common stock of the Company.
F2: The dividend equivalent rights accrued on restricted stock units held by the reporting person and vest proportionately with the restricted stock units to which they relate.
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 15, 2017 Filed Feb 17, 2017 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantStock Options (right to buy) · Derivative | 8,344 | $0.00 Strike: $39.82 | $0.00 |
DisclosureSEC source: 0001104659-17-010204 · a4.xml · derivative · entry 4 THEOBALD STEPHEN P · CIK 0001507723 · EVP, CFO & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,344 Underlying: Common Stock · 8,344 shares Expires 2027-02-15 F3 · derivative.exercise_date: The stock options vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | Tax withholdingCommon Stock | 30,195 | $39.82 | $1,202,364.90 |
DisclosureSEC source: 0001104659-17-010204 · a4.xml · nonDerivative · entry 3 THEOBALD STEPHEN P · CIK 0001507723 · EVP, CFO & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,714 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantCommon Stock | 44,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010204 · a4.xml · nonDerivative · entry 2 THEOBALD STEPHEN P · CIK 0001507723 · EVP, CFO & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,909 F2 · shares: On March 28, 2014, the reporting person was granted an award of performance share units, which vest in the form of common stock if certain pre-established performance goals underlying the award are met over the course of a three-year period. On February 15, 2017, the Compensation Committee of the Issuer's Board of Directors determined that the performance goals had been met, resulting in the vesting of these shares. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantCommon Stock | 14,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010204 · a4.xml · nonDerivative · entry 1 THEOBALD STEPHEN P · CIK 0001507723 · EVP, CFO & TREASURER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,385 F1 · shares: The restricted stock vests in three equal annual installments beginning on the first anniversary of the grant date. 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.