Williams Companies director files zero-ownership Form 3
Accepted by SEC EDGAR
Learn about SEC filing dates
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
3
Rhea-AI Filing Summary
Williams Companies, Inc. director Helms Lloyd W Jr submitted an initial Form 3 reporting his ownership in the company. The Form 3 lists no shares of Williams Companies common stock or related derivative securities beneficially owned as of the reported date, indicating a zero reported equity position.
Insider Trade Summary
Holdings reported, no transactions
Holdings
Insider
Helms Lloyd W Jr
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Holding | Common Stock | -- | -- | -- |
Holdings:
Common Stock — 0 shares (Direct)
Key Figures
Common stock beneficially owned: 0.0000 shares
Reported buy transactions: 0
Reported sell transactions: 0
+1 more
4 metrics
Common stock beneficially owned
0.0000 shares
Reported common stock position as of 2026-07-01
Reported buy transactions
0
Buy transactions count in transaction summary
Reported sell transactions
0
Sell transactions count in transaction summary
Entries with unknown transaction code
1
Unknown transaction code entries in transaction summary
Key Terms
Form 3, beneficial ownership, Common Stock
3 terms
Form 3 regulatory
"Initial statement of beneficial ownership on Form 3"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
beneficial ownership regulatory
"Initial statement of beneficial ownership of securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Common Stock financial
"security_title: Common Stock reported for the insider"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Williams Companies (WMB) director Helms Lloyd W Jr report on his Form 3?
He reports no beneficial ownership of Williams Companies common stock or derivatives. The Form 3 serves as his initial ownership statement as a director, establishing a zero reported equity position as of the reported date.
Does the Williams Companies (WMB) Form 3 show any common stock owned by Helms Lloyd W Jr?
No. The Form 3 indicates 0.0000 shares of Williams Companies common stock beneficially owned. This means he reported holding no direct common stock position when the ownership information was recorded for this initial statement.
Are any derivative securities reported for Helms Lloyd W Jr in the WMB Form 3?
No derivative securities are listed. The Form 3 data show no options, warrants, or other derivatives reported for Helms Lloyd W Jr, so only a zero position in common stock is disclosed in this initial statement.
What role does Helms Lloyd W Jr have at Williams Companies (WMB) in this Form 3?
He is identified as a director of Williams Companies, Inc. The Form 3 records his status as a reporting person and discloses that he had no reported beneficial ownership in the company’s common stock at that time.
AI-generated analysis. How Rhea-AI works. Not financial advice.
