Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.SPGI · Entity 2879 | Co-Head, Market Intelligence | August 01, 2026 | August 04, 2026 |
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.
S&P Global Inc.
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,504.643 |
Ending reported balance
After 2026-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-01 · Exercise / conversion · Acquired 558 · Balance 6,731.643 Row 2 · 2026-08-01 · Tax withholding · Disposed 227 · Balance 6,504.643 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,134 |
Reported balance
After 2026-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-01 · Exercise / conversion · Disposed 558 · Balance 1,134 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2: As previously reported, the reporting person was granted 1,692 restricted stock units on 08/01/2025, subject to 3-year vesting. The restricted stock units vested 33% on 08/01/2026 and will vest 33% on 08/01/2027 and 34% on 08/01/2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 73 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 73 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F3: As previously reported, the reporting person was granted 209 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2024 and 33% on 12/31/2025 and the remaining 34% will vest on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,009 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,009 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F4: As previously reported, the reporting person was granted 1,009 restricted stock units on 11/01/2024, subject to 2-year cliff vesting. The restricted stock units will vest 100% on 11/01/2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 113 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 113 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F5: As previously reported, the reporting person was granted 168 restricted stock units on 03/01/2025, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2025 and will vest 33% on 12/31/2026 and 34% on 12/31/2027. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 285 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 285 F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F6: As previously reported, the reporting person was granted 285 restricted stock units on 03/01/2026, subject to 3-year vesting. The restricted stock units will vest 33% on 03/01/2027, 33% on 03/01/2028 and 34% on 03/01/2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock.
F2: As previously reported, the reporting person was granted 1,692 restricted stock units on 08/01/2025, subject to 3-year vesting. The restricted stock units vested 33% on 08/01/2026 and will vest 33% on 08/01/2027 and 34% on 08/01/2028.
F3: As previously reported, the reporting person was granted 209 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2024 and 33% on 12/31/2025 and the remaining 34% will vest on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F4: As previously reported, the reporting person was granted 1,009 restricted stock units on 11/01/2024, subject to 2-year cliff vesting. The restricted stock units will vest 100% on 11/01/2026.
F5: As previously reported, the reporting person was granted 168 restricted stock units on 03/01/2025, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2025 and will vest 33% on 12/31/2026 and 34% on 12/31/2027. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F6: As previously reported, the reporting person was granted 285 restricted stock units on 03/01/2026, subject to 3-year vesting. The restricted stock units will vest 33% on 03/01/2027, 33% on 03/01/2028 and 34% on 03/01/2029.
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 |
|---|---|---|---|---|---|---|
| August 01, 2026 Filed Aug 4, 2026 20:36 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002142367-26-000004 · wk-form4_1785875770.xml · derivative · entry 3 Thomas Darren Robert · CIK 0002142367 · Co-Head, Market Intelligence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,134 Underlying: Common Stock · 558 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 · security: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2 · derivative.exercise_date: As previously reported, the reporting person was granted 1,692 restricted stock units on 08/01/2025, subject to 3-year vesting. The restricted stock units vested 33% on 08/01/2026 and will vest 33% on 08/01/2027 and 34% on 08/01/2028. F2 · derivative.expiration_date: As previously reported, the reporting person was granted 1,692 restricted stock units on 08/01/2025, subject to 3-year vesting. The restricted stock units vested 33% on 08/01/2026 and will vest 33% on 08/01/2027 and 34% on 08/01/2028. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 20:36 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 227 | $411.93 | $93,508.11 |
DisclosureSEC source: 0002142367-26-000004 · wk-form4_1785875770.xml · nonDerivative · entry 2 Thomas Darren Robert · CIK 0002142367 · Co-Head, Market Intelligence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,504.643 Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 20:36 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0002142367-26-000004 · wk-form4_1785875770.xml · nonDerivative · entry 1 Thomas Darren Robert · CIK 0002142367 · Co-Head, Market Intelligence 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,731.643 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. 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.