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Walmart (NYSE: WMT) EVP Daniel Bartlett makes charitable gift of 424 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Walmart Inc. Executive Vice President Daniel J. Bartlett reported a charitable gift of Walmart common stock. On May 29, 2026, he transferred 424 shares of Common Stock as a bona fide gift at a reported price of $0.0000 per share. After this non-market transfer, he directly owned 635,168.533 shares of Walmart common stock.

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Insider Bartlett Daniel J
Role Executive Vice President
Type Security Shares Price Value
Gift Common 424 $0.00 --
Holdings After Transaction: Common — 635,168.533 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares gifted 424 shares Charitable bona fide gift on May 29, 2026
Price per share $0.0000 per share Reported value for gift transaction
Shares owned after transaction 635,168.533 shares Direct ownership after gift disposition
Transaction code G Bona fide gift of common stock
Insider role Executive Vice President Officer title of Daniel J. Bartlett
bona fide gift financial
"The Form 4 classifies this as a bona fide gift, not a market sale"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Common Stock financial
"424 shares of Common Stock as a bona fide gift"
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.
Form 4 regulatory
"The Form 4 classifies this as a bona fide gift"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Executive Vice President financial
"Walmart Executive Vice President Daniel J. Bartlett reported a charitable gift"
An executive vice president is a high-ranking leader within a company who oversees major parts of its operations or strategies. Think of them as senior managers responsible for important areas, similar to a vice principal in a school hierarchy. Their role matters to investors because they help guide the company's success and decision-making at the top level.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bartlett Daniel J

(Last)(First)(Middle)
1 CUSTOMER DRIVE

(Street)
BENTONVILLE ARKANSAS 72716

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Walmart Inc. [ WMT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Executive Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/29/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common05/29/2026G424D$0(1)635,168.533D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. On May 29, 2026, the Reporting Person made a charitable gift of 424 shares of Common Stock.
Remarks:
/s/ Mary Marshall, by power of attorney05/29/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Walmart (WMT) report for Daniel J. Bartlett?

Walmart Executive Vice President Daniel J. Bartlett reported a charitable gift of 424 shares of Walmart common stock. The Form 4 classifies this as a bona fide gift, not a market sale or purchase, and shows his remaining direct ownership after the transfer.

How many Walmart (WMT) shares did Daniel J. Bartlett gift?

Daniel J. Bartlett gifted 424 shares of Walmart common stock. The transaction is coded as a bona fide gift at a reported price of $0.0000 per share, indicating no sale proceeds were received from this transfer of shares.

When did Daniel J. Bartlett make the charitable gift of Walmart (WMT) shares?

The charitable gift of Walmart common stock by Daniel J. Bartlett occurred on May 29, 2026. This date appears as the transaction date on the Form 4 and is referenced in the accompanying footnote describing the bona fide charitable gift.

How many Walmart (WMT) shares does Daniel J. Bartlett own after the gift?

Following the charitable gift of 424 shares, Daniel J. Bartlett directly owns 635,168.533 shares of Walmart common stock. This post-transaction balance is reported in the Form 4 as the total shares beneficially owned after the disposition.

Is Daniel J. Bartlett’s Walmart (WMT) gift considered a sale or purchase?

The transaction is not a sale or purchase; it is a bona fide gift. The Form 4 uses transaction code G for gift, with a price of $0.0000 per share, reflecting a non-market, charitable transfer of Walmart common stock.