Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Senior Exec VP | July 30, 2023 | August 01, 2023 |
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.
Bank of New York Mellon Corp
Report date July 30, 2023 · Filed August 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,422.003 |
Reported balance
After 2023-07-30 transaction · row 1
1 source rowRow 1 · 2023-07-30 · Tax withholding · Disposed 7,411 · Balance 83,422.003 F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards.
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 |
|---|---|---|---|---|---|---|
| July 30, 2023 Filed Aug 1, 2023 20:26 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 7,411 | $44.98 | $333,346.78 |
DisclosureSEC source: 0001209191-23-043976 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,422.003 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:17 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 4,564 | $50.46 | $230,299.44 |
DisclosureSEC source: 0001209191-23-013647 · doc4.xml · nonDerivative · entry 2 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,833.003 F2 · shares: Shares withheld in payment of tax liability. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:17 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 8,251.003 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013647 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,397.003 F1 · shares: Represents Performance Share Units granted in February 2020 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 24, 2023. Each unit represents the right to one share of the issuer's common stock. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:08 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,693 | $51.77 | $139,416.61 |
DisclosureSEC source: 0001209191-23-010512 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,146 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:07 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 26,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009705 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,839 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2024. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:08 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 4,071 | $51.40 | $209,249.40 |
DisclosureSEC source: 0001209191-23-009097 · doc4.xml · nonDerivative · entry 2 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,811 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:08 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 594 | $51.40 | $30,531.60 |
DisclosureSEC source: 0001209191-23-009097 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,882 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:18 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,687 | $51.78 | $139,132.86 |
DisclosureSEC source: 0001209191-23-008354 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,476 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:26 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,295 | $38.52 | $49,883.40 |
DisclosureSEC source: 0001209191-22-052233 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,163 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:18 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 594 | $63.47 | $37,701.18 |
DisclosureSEC source: 0001209191-22-009240 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,458 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:15 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,651 | $63.62 | $168,656.62 |
DisclosureSEC source: 0001209191-22-008422 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,052 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:01 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 15,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008062 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,703 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2023. Vested units will be settled in Common Stock. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 21:09 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,599 | $57.07 | $91,254.93 |
DisclosureSEC source: 0001209191-21-066400 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,931 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:48 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,075 | $52.92 | $56,889.00 |
DisclosureSEC source: 0001209191-21-059485 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,530 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:10 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 642 | $41.74 | $26,797.08 |
DisclosureSEC source: 0001209191-21-010109 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,605 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:29 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 19,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009247 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,247 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 21:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,554 | $38.49 | $136,793.46 |
DisclosureSEC source: 0001209191-20-059980 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,073 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 969 | $34.17 | $33,110.73 |
DisclosureSEC source: 0001209191-20-053618 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,627 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| July 29, 2020 Filed Jul 30, 2020 22:57 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 13,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044055 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,596 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units cliff vest on July 30, 2023. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:38 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 10,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008760 · doc4.xml · nonDerivative · entry 2 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,195 F2 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units cliff vest in three years from the grant date. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:38 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 4,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008760 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,094 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:48 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 13,070 | $43.73 | $571,551.10 |
DisclosureSEC source: 0001209191-19-052293 · doc4.xml · nonDerivative · entry 2 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,675 F2 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest as follows: 9,297 units on 11/19/2020; and 3,773 units on 11/19/2021. Vested units will be settled in Common Stock. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:48 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 7,605 | $43.73 | $332,566.65 |
DisclosureSEC source: 0001209191-19-052293 · doc4.xml · nonDerivative · entry 1 Anderson Jolen · CIK 0001786243 · Senior Exec VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,605 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. 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.