HELU CARLOS SLIM
CIK 1080910 · View on SEC EDGAR ↗
Insider
Activist
First SEC filing: May 18, 2005 · Latest: March 30, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 38 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
38 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 30, 2005 | MO | S | 900,000 | $73.23 | $65,907,000 | 1,500,000 Indirect | -37.50% | Disposed | -8.8% (price as of 2026-08-21) |
| Nov. 29, 2005 | MO | S | 1,000,000 | $73.06 | $73,060,000 | 2,400,000 Indirect | -29.41% | Disposed | -8.6% (price as of 2026-08-21) |
| Nov. 28, 2005 | MO | S | 761,000 | $72.89 | $55,469,290 | 3,400,000 Indirect | -18.29% | Disposed | -8.4% (price as of 2026-08-21) |
| Nov. 28, 2005 | MO | S | 14,334 | $73.10 | $1,047,815 | 11,765 Direct | -54.92% | Disposed | -8.7% (price as of 2026-08-21) |
| May 17, 2005 | 723527 | S | 1,280,540 | $25.72 | $32,935,489 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 6,643,468 | $25.72 | $170,869,997 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 1,856,577 | $25.72 | $47,751,160 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 2,600,000 | $25.72 | $66,872,000 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 1,444,803 | $25.72 | $37,160,333 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 1,085,726 | $25.72 | $27,924,873 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 2,916,515 | $25.72 | $75,012,766 | 0 Indirect | -100.00% | Disposed | |
| May 17, 2005 | 723527 | S | 25,620,055 | $25.72 | $658,947,815 | 0 Indirect | -100.00% | Disposed | |
| April 27, 2004 | TBB | P | 67,705 | $25.48 | $1,725,123 | 6,500,000 Indirect | +1.05% | Acquired | -23.5% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,852 | $25.47 | $862,210 | 6,432,295 Indirect | +0.53% | Acquired | -23.4% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 67,705 | $25.50 | $1,726,478 | 6,398,443 Indirect | +1.07% | Acquired | -23.5% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,852 | $25.44 | $861,195 | 6,330,738 Indirect | +0.54% | Acquired | -23.3% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,852 | $25.37 | $858,825 | 6,296,886 Indirect | +0.54% | Acquired | -23.1% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,852 | $25.31 | $856,794 | 6,263,034 Indirect | +0.54% | Acquired | -23.0% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,853 | $25.43 | $860,882 | 6,229,182 Indirect | +0.55% | Acquired | -23.3% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 67,706 | $25.54 | $1,729,211 | 6,195,329 Indirect | +1.10% | Acquired | -23.6% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,852 | $25.42 | $860,518 | 6,127,623 Indirect | +0.56% | Acquired | -23.3% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 59,919 | $25.27 | $1,514,153 | 6,093,771 Indirect | +0.99% | Acquired | -22.8% (price as of 2026-08-21) |
| April 27, 2004 | TBB | P | 33,852 | $25.61 | $866,950 | 6,033,852 Indirect | +0.56% | Acquired | -23.9% (price as of 2026-08-21) |
| April 22, 2004 | TBB | P | 166,667 | $25.50 | $4,250,008 | 6,000,000 Indirect | +2.86% | Acquired | -23.5% (price as of 2026-08-21) |
| April 22, 2004 | TBB | P | 166,667 | $25.40 | $4,233,342 | 5,833,333 Indirect | +2.94% | Acquired | -23.2% (price as of 2026-08-21) |
| April 22, 2004 | TBB | P | 166,666 | $25.39 | $4,231,650 | 5,666,666 Indirect | +3.03% | Acquired | -23.2% (price as of 2026-08-21) |
| April 22, 2004 | TBB | P | 276,400 | $25.36 | $7,009,504 | 5,500,000 Indirect | +5.29% | Acquired | -23.1% (price as of 2026-08-21) |
| April 22, 2004 | TBB | P | 166,667 | $25.29 | $4,215,008 | 5,223,600 Indirect | +3.30% | Acquired | -22.9% (price as of 2026-08-21) |
| April 22, 2004 | TBB | P | 56,933 | $24.94 | $1,419,909 | 5,056,933 Indirect | +1.14% | Acquired | -21.8% (price as of 2026-08-21) |
| Oct. 24, 2003 | TBB | P | 300,000 | $22.28 | $6,684,000 | 4,800,000 Indirect | +6.67% | Acquired | -12.5% (price as of 2026-08-21) |
| Oct. 24, 2003 | TBB | P | 300,000 | $22.84 | $6,852,000 | 4,500,000 Indirect | +7.14% | Acquired | -14.6% (price as of 2026-08-21) |
| Oct. 24, 2003 | TBB | P | 500,000 | $22.66 | $11,330,000 | 4,200,000 Indirect | +13.51% | Acquired | -13.9% (price as of 2026-08-21) |
| Oct. 24, 2003 | TBB | P | 200,000 | $22.56 | $4,512,000 | 5,000,000 Indirect | +4.17% | Acquired | -13.6% (price as of 2026-08-21) |
| Oct. 23, 2003 | TBB | P | 300,000 | $22.32 | $6,696,000 | 3,700,000 Indirect | +8.82% | Acquired | -12.6% (price as of 2026-08-21) |
| Oct. 23, 2003 | TBB | P | 500,000 | $22.31 | $11,155,000 | 3,400,000 Indirect | +17.24% | Acquired | -12.6% (price as of 2026-08-21) |
| Oct. 23, 2003 | TBB | P | 500,000 | $22.16 | $11,080,000 | 2,900,000 Indirect | +20.83% | Acquired | -12.0% (price as of 2026-08-21) |
| Oct. 23, 2003 | TBB | P | 200,000 | $22.31 | $4,462,000 | 2,400,000 Indirect | +9.09% | Acquired | -12.6% (price as of 2026-08-21) |
| Oct. 23, 2003 | TBB | P | 500,000 | $22.36 | $11,180,000 | 2,200,000 Indirect | +29.41% | Acquired | -12.8% (price as of 2026-08-21) |
| Oct. 22, 2003 | TBB | P | 200,000 | $22.10 | $4,420,000 | 1,700,000 Indirect | +13.33% | Acquired | -11.8% (price as of 2026-08-21) |
| Oct. 22, 2003 | TBB | P | 500,000 | $22.00 | $11,000,000 | 1,500,000 Indirect | +50.00% | Acquired | -11.4% (price as of 2026-08-21) |
| Oct. 22, 2003 | TBB | P | 500,000 | $21.91 | $10,955,000 | 1,000,000 Indirect | +100.00% | Acquired | -11.0% (price as of 2026-08-21) |
| Oct. 22, 2003 | TBB | P | 500,000 | $21.86 | $10,930,000 | 500,000 Indirect | — | Acquired | -10.8% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 7, 2014 | PM | Phantom Stock Units | Common Stock (0) | — | — | 0 | Acquired |
| May 8, 2013 | PM | Phantom Stock Units | Common Stock (0) | — | — | 0 | Acquired |
| May 9, 2012 | PM | Phantom Stock Units | Common Stock (0) | — | — | 0 | Acquired |
| May 11, 2011 | PM | Phantom Stock Units | Common Stock (0) | — | — | 0 | Acquired |
| Dec. 31, 2010 | PM | Phantom Stock Units | Common Stock (534) | — | — | 534 | Acquired |
| Sept. 30, 2010 | PM | Phantom Stock Units | Common Stock (553) | — | — | 553 | Acquired |
| June 30, 2010 | PM | Phantom Stock Units | Common Stock (679) | — | — | 679 | Acquired |
| May 12, 2010 | PM | Phantom Stock Units | Common Stock (0) | — | — | 0 | Acquired |
| March 31, 2010 | PM | Phantom Stock Units | Common Stock (599) | — | — | 599 | Acquired |
| Dec. 31, 2009 | PM | Phantom Stock Units | Common Stock (644) | — | — | 644 | Acquired |
| Sept. 30, 2009 | PM | Phantom Stock Units | Common Stock (646) | — | — | 646 | Acquired |
| June 30, 2009 | PM | Phantom Stock Units | Common Stock (725) | — | — | 725 | Acquired |
| May 5, 2009 | PM | Phantom Stock Units | Common Stock (0) | — | — | 0 | Acquired |
| March 31, 2009 | PM | Phantom Stock Units | Common Stock (759) | — | — | 759 | Acquired |
| Aug. 17, 2005 | MO | Option (Right to Buy) | Common Stock (2,295) | $54.82 | April 25, 2012 | 2,295 | Disposed |
| Aug. 17, 2005 | MO | Option (Right to Buy) | Common Stock (2,400) | $50.20 | April 26, 2011 | 2,400 | Disposed |
| Aug. 17, 2005 | MO | Option (Right to Buy) | Common Stock (9,639) | $22.09 | April 27, 2010 | 9,639 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.