Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GOLDMAN SACHS GROUP INCGS · Entity 2819 | Global Treasurer | February 22, 2024 | February 26, 2024 |
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.
GOLDMAN SACHS GROUP INC
Report date February 22, 2024 · Filed February 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 18,408 |
Ending reported balance
After 2024-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-22 · Sale · Disposed 6,650 · Balance 23,408 F1: Reflects a weighted average sale price of $390.15 per share, at prices ranging from $390.00 to $390.81 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2024-02-22 · Sale · Disposed 5,000 · Balance 18,408 F2: Reflects a weighted average sale price of $391.29 per share, at prices ranging from $391.25 to $391.37 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee footnote | 6,995 |
Reported balance
Holding disclosure · report date 2024-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,995 F3: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a weighted average sale price of $390.15 per share, at prices ranging from $390.00 to $390.81 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F2: Reflects a weighted average sale price of $391.29 per share, at prices ranging from $391.25 to $391.37 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: Held through a trust, the sole trustee of which is the Reporting Person's spouse and the sole beneficiaries of which are immediate family members of the Reporting Person. The Reporting Person disclaims beneficial ownership of these shares.
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 22, 2024 Filed Feb 26, 2024 21:09 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 5,000 | $391.29 | $1,956,450.00 |
DisclosureSEC source: 0001886101-24-000003 · wk-form4_1708981742.xml · nonDerivative · entry 2 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,408 F2 · price: Reflects a weighted average sale price of $391.29 per share, at prices ranging from $391.25 to $391.37 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:09 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 6,650 | $390.15 | $2,594,497.50 |
DisclosureSEC source: 0001886101-24-000003 · wk-form4_1708981742.xml · nonDerivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,408 F1 · price: Reflects a weighted average sale price of $390.15 per share, at prices ranging from $390.00 to $390.81 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:05 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionRestricted Stock Units · Derivative | 16,043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001886101-24-000002 · wk-form4_1706216704.xml · derivative · entry 4 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 16,043 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On January 23, 2024, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2023 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2023 compensation. F1 · price: On January 23, 2024, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2023 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2023 compensation. F1 · derivative.exercise_date: On January 23, 2024, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2023 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2023 compensation. F1 · derivative.expiration_date: On January 23, 2024, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2023 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2023 compensation. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:05 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Tax withholdingCommon Stock, par value $0.01 per share | 7,351 | $385.96 | $2,837,191.96 |
DisclosureSEC source: 0001886101-24-000002 · wk-form4_1706216704.xml · nonDerivative · entry 2 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,058 F2 · kind: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the common stock underlying the RSUs described in footnote 1 above. F2 · acquired: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the common stock underlying the RSUs described in footnote 1 above. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:05 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionCommon Stock, par value $0.01 per share | 16,043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001886101-24-000002 · wk-form4_1706216704.xml · nonDerivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,409 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On January 23, 2024, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2023 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2023 compensation. Read SEC document |
| April 20, 2023 Filed Apr 21, 2023 20:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 3,750 | $338.10 | $1,267,875.00 |
DisclosureSEC source: 0001209191-23-025186 · doc4.xml · nonDerivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,366 F1 · price: Reflects a weighted average sale price of $338.10 per share, at prices ranging from $338.01 to $338.33 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionRestricted Stock Units · Derivative | 21,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005054 · doc4.xml · derivative · entry 4 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 21,048 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On January 24, 2023, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2022 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2022 compensation. F1 · price: On January 24, 2023, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2022 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2022 compensation. F1 · derivative.exercise_date: On January 24, 2023, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2022 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2022 compensation. F1 · derivative.expiration_date: On January 24, 2023, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2022 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2022 compensation. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Tax withholdingCommon Stock, par value $0.01 per share | 9,677 | $349.14 | $3,378,627.78 |
DisclosureSEC source: 0001209191-23-005054 · doc4.xml · nonDerivative · entry 2 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,116 F2 · kind: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the common stock underlying the RSUs described in footnote 1 above. F2 · acquired: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the common stock underlying the RSUs described in footnote 1 above. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionCommon Stock, par value $0.01 per share | 21,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005054 · doc4.xml · nonDerivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,793 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On January 24, 2023, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation prior to 2022 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2022 compensation. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 2,400 | $349.14 | $837,936.00 |
DisclosureSEC source: 0001209191-22-045611 · doc4.xml · nonDerivative · entry 2 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,745 F2 · price: Reflects a weighted average sale price of $349.14 per share, at prices ranging from $349.06 to $349.35 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | SaleCommon Stock, par value $0.01 per share | 5,600 | $348.40 | $1,951,040.00 |
DisclosureSEC source: 0001209191-22-045611 · doc4.xml · nonDerivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,145 F1 · price: Reflects a weighted average sale price of $348.40 per share, at prices ranging from $348.00 to $348.94 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 28, 2022 Filed Jan 28, 2022 21:38 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | GrantPerformance-based Restricted Stock Units · Derivative | 17,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005423 · doc4.xml · derivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,095 Underlying: Common Stock, par value $0.01 per share · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: On January 28, 2022, the Reporting Person was awarded a Shareholder Value Creation Award in the form of 17,095 Performance-based Restricted Stock Units ("PSUs"), which are subject to both performance- and time-based vesting conditions. The Reporting Person may earn from 0% to 150% of these PSUs based on the achievement of pre-established performance goals based 50% upon absolute total shareholder return ("TSR") and 50% on a relative TSR over a five-year performance and service period beginning October 2021. Shares of the Issuer's common stock underlying any earned PSUs will vest and be delivered on or about the end of the five-year performance period, subject to other terms and conditions of the award agreement. The shares of common stock delivered pursuant to these PSUs will be subject to transfer restrictions for one additional year after delivery. F1 · derivative.exercise_date: On January 28, 2022, the Reporting Person was awarded a Shareholder Value Creation Award in the form of 17,095 Performance-based Restricted Stock Units ("PSUs"), which are subject to both performance- and time-based vesting conditions. The Reporting Person may earn from 0% to 150% of these PSUs based on the achievement of pre-established performance goals based 50% upon absolute total shareholder return ("TSR") and 50% on a relative TSR over a five-year performance and service period beginning October 2021. Shares of the Issuer's common stock underlying any earned PSUs will vest and be delivered on or about the end of the five-year performance period, subject to other terms and conditions of the award agreement. The shares of common stock delivered pursuant to these PSUs will be subject to transfer restrictions for one additional year after delivery. F1 · derivative.expiration_date: On January 28, 2022, the Reporting Person was awarded a Shareholder Value Creation Award in the form of 17,095 Performance-based Restricted Stock Units ("PSUs"), which are subject to both performance- and time-based vesting conditions. The Reporting Person may earn from 0% to 150% of these PSUs based on the achievement of pre-established performance goals based 50% upon absolute total shareholder return ("TSR") and 50% on a relative TSR over a five-year performance and service period beginning October 2021. Shares of the Issuer's common stock underlying any earned PSUs will vest and be delivered on or about the end of the five-year performance period, subject to other terms and conditions of the award agreement. The shares of common stock delivered pursuant to these PSUs will be subject to transfer restrictions for one additional year after delivery. F1 · derivative.underlying_shares: On January 28, 2022, the Reporting Person was awarded a Shareholder Value Creation Award in the form of 17,095 Performance-based Restricted Stock Units ("PSUs"), which are subject to both performance- and time-based vesting conditions. The Reporting Person may earn from 0% to 150% of these PSUs based on the achievement of pre-established performance goals based 50% upon absolute total shareholder return ("TSR") and 50% on a relative TSR over a five-year performance and service period beginning October 2021. Shares of the Issuer's common stock underlying any earned PSUs will vest and be delivered on or about the end of the five-year performance period, subject to other terms and conditions of the award agreement. The shares of common stock delivered pursuant to these PSUs will be subject to transfer restrictions for one additional year after delivery. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 21:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionRestricted Stock Units · Derivative | 23,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-005204 · doc4.xml · derivative · entry 3 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 23,858 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On January 25, 2022, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation for years prior to 2021 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2021 compensation. F1 · price: On January 25, 2022, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation for years prior to 2021 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2021 compensation. F1 · derivative.exercise_date: On January 25, 2022, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation for years prior to 2021 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2021 compensation. F1 · derivative.expiration_date: On January 25, 2022, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation for years prior to 2021 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2021 compensation. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 21:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Tax withholdingCommon Stock, par value $0.01 per share | 10,999 | $343.39 | $3,776,946.61 |
DisclosureSEC source: 0001209191-22-005204 · doc4.xml · nonDerivative · entry 2 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,740 F2 · kind: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the common stock underlying the RSUs described in footnote 1 above. F2 · acquired: Represents shares of the Issuer's common stock withheld to satisfy withholding obligations in connection with the delivery of the common stock underlying the RSUs described in footnote 1 above. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 21:30 UTC | GOLDMAN SACHS GROUP INC GS · Entity 2819 | Exercise / conversionCommon Stock, par value $0.01 per share | 23,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-005204 · doc4.xml · nonDerivative · entry 1 BERLINSKI PHILIP R. · CIK 0001886101 · Global Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,739 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On January 25, 2022, shares of the Issuer's common stock underlying Restricted Stock Units ("RSUs") that had been awarded in connection with compensation for years prior to 2021 were delivered to the Reporting Person without the payment of any consideration. These shares are not related to 2021 compensation. 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.