Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Chief Executive Officer | February 18, 2026 | February 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924 | President | July 31, 2024 | August 02, 2024 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director · President & CEO | September 17, 2026 | September 18, 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.
FISERV INC
Report date February 18, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 351,317 |
Reported balance
After 2026-02-18 transaction · row 1
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 309,158 · Balance 351,317 F1: One-third of these restricted stock units vest on each anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: One-third of these restricted stock units vest on each anniversary of the grant date.
PNC FINANCIAL SERVICES GROUP, INC.
Report date July 31, 2024 · Filed August 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $5 Par Common StockSEC Table I · non-derivative | Direct | 199,095 |
Reported balance
After 2024-07-31 transaction · row 1
1 source rowRow 1 · 2024-07-31 · Sale · Disposed 11,000 · Balance 199,095 F1: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $181.470 to $181.910. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $181.470 to $181.910. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
TRUIST FINANCIAL CORP
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,000 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Purchase · Acquired 21,000 · Balance 21,000 F1: The price in Column 4 is a weighted average price. The prices actually paid ranged from $48.3300 to $48.3750. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 84,951 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 84,951 F2: On September 1, 2026, the reporting person was granted 84,951 restricted stock units, vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 266,990 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 266,990 F3: On September 1, 2026, the reporting person was granted 266,990 restricted stock units, vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The prices actually paid ranged from $48.3300 to $48.3750. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range.
F2: On September 1, 2026, the reporting person was granted 84,951 restricted stock units, vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock.
F3: On September 1, 2026, the reporting person was granted 266,990 restricted stock units, vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 18, 2026 11:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | PurchaseCommon Stock | 21,000 | $48.36 | $1,015,576.80 |
DisclosureSEC source: 0001534574-26-000016 · f4_a1eus000009zbhvma2-live.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,000 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $48.3300 to $48.3750. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 17:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 266,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001534574-26-000014 · f4_a1eus000009r7hjmaq-live.xml · derivative · entry 2 Lyons Michael P. · CIK 0001534574 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,990 Underlying: Common Stock · 266,990 shares Expires not disclosed F2 · derivative.exercise_price: On September 1, 2026, the reporting person was granted 266,990 restricted stock units, vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. F2 · derivative.exercise_date: On September 1, 2026, the reporting person was granted 266,990 restricted stock units, vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. F2 · derivative.expiration_date: On September 1, 2026, the reporting person was granted 266,990 restricted stock units, vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 17:56 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantRestricted Stock Units · Derivative | 84,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001534574-26-000014 · f4_a1eus000009r7hjmaq-live.xml · derivative · entry 1 Lyons Michael P. · CIK 0001534574 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,951 Underlying: Common Stock · 84,951 shares Expires not disclosed F1 · derivative.exercise_price: On September 1, 2026, the reporting person was granted 84,951 restricted stock units, vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. F1 · derivative.exercise_date: On September 1, 2026, the reporting person was granted 84,951 restricted stock units, vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. F1 · derivative.expiration_date: On September 1, 2026, the reporting person was granted 84,951 restricted stock units, vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030. Each restricted stock unit represents a right to receive one share of TFC common stock. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 12:33 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 309,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001534574-26-000008 · wk-form4_1771590819.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,317 F1 · shares: One-third of these restricted stock units vest on each anniversary of the grant date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:36 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 5,620 | $63.45 | $356,589.00 |
DisclosureSEC source: 0001534574-26-000007 · wk-form4_1771537002.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,159 F2 · shares: Reflects payment of tax liability by withholding securities incident to vesting of performance share units. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:36 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 13,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001534574-26-000007 · wk-form4_1771537002.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,779 F1 · shares: Reflects the issuance of shares on February 17, 2026, upon the vesting of performance share units granted on February 7, 2025. Read SEC document |
| February 07, 2026 Filed Feb 9, 2026 23:50 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 3,375 | $60.00 | $202,500.00 |
DisclosureSEC source: 0001534574-26-000004 · wk-form4_1770681056.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,603 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:29 UTC | FISERV INC FISV · Entity 3167 | Tax withholdingCommon Stock | 4,849 | $67.17 | $325,707.33 |
DisclosureSEC source: 0001534574-26-000002 · wk-form4_1767655743.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,978 F1 · shares: Reflects payment of tax liability by withholding securities incident to vesting of restricted stock units. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 02:43 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 42,827 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000045 · wk-form4_1739241806.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · President and CEO-Elect 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,827 F1 · shares: Mr. Lyons received two separate grants of restricted stock units on February 7, 2025. The grant of 14,834 restricted stock units will vest in two tranches with 9,725 units vesting on December 31, 2025 and 5,109 units vesting on December 31, 2026. The grant of 27,993 restricted stock units vest one-third on each anniversary of the grant date. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 16:10 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 11,000 | $181.58 | $1,997,391.00 |
DisclosureSEC source: 0001628280-24-034321 · wk-form4_1722614998.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,095 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $181.470 to $181.910. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 23:05 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,093 | $148.85 | $311,543.05 |
DisclosureSEC source: 0001209191-24-003731 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,095 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2023 RSUs. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 23:05 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,599 | $148.85 | $684,561.15 |
DisclosureSEC source: 0001209191-24-003731 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,188 F3 · kind: On February 16, 2024, 4,599 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 16, 2023 (the "2023 RSUs"), following approval by the Committee of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2023 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 23:05 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 9,992 | $148.85 | $1,487,309.20 |
DisclosureSEC source: 0001209191-24-003731 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,589 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2021 PSUs. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 23:05 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 21,965 | $148.85 | $3,269,490.25 |
DisclosureSEC source: 0001209191-24-003731 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,581 F1 · kind: On February 16, 2024, 21,965 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of performance share units granted to the reporting person on February 11, 2021 (the "2021 PSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 105.56% based on achievement against performance criteria established under the award. Pursuant to the award, the 2021 PSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 02:02 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,716 | $147.77 | $253,573.32 |
DisclosureSEC source: 0001209191-24-003296 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,616 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2021 RSUs. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 02:02 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,625 | $147.77 | $683,436.25 |
DisclosureSEC source: 0001209191-24-003296 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,332 F3 · kind: On February 11, 2024, 4,625 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 11, 2021 (the "2021 RSUs"), following approval by the Committee of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2021 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 02:02 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,305 | $147.77 | $192,839.85 |
DisclosureSEC source: 0001209191-24-003296 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,707 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2022 RSUs. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 02:02 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,178 | $147.77 | $617,383.06 |
DisclosureSEC source: 0001209191-24-003296 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,012 F1 · kind: On February 10, 2024, 4,178 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 10, 2022 (the "2022 RSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2022 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:26 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 5,800 | $129.65 | $751,992.04 |
DisclosureSEC source: 0001209191-23-019293 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,834 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $129.56 to $129.71. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 18:52 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 10,620 | $158.30 | $1,681,146.00 |
DisclosureSEC source: 0001209191-23-011072 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,634 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2020 PSUs. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 18:52 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 23,345 | $158.30 | $3,695,513.50 |
DisclosureSEC source: 0001209191-23-011072 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,254 F1 · kind: On February 16, 2023, 23,345 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of performance share units granted to the reporting person on February 13, 2020 (the "2020 PSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 111.91% based on achievement against performance criteria established under the award. Pursuant to the award, the 2020 PSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 20:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,109 | $160.98 | $339,506.82 |
DisclosureSEC source: 0001209191-23-009683 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,909 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2020 RSUs. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 20:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,636 | $160.98 | $746,303.28 |
DisclosureSEC source: 0001209191-23-009683 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,018 F1 · kind: On February 13, 2023, 4636 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 13, 2020 (the "2020 RSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2020 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 11, 2023 Filed Feb 15, 2023 02:55 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,789 | $159.34 | $285,059.26 |
DisclosureSEC source: 0001209191-23-009604 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,382 F5 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2021 RSUs. Read SEC document |
| February 11, 2023 Filed Feb 15, 2023 02:55 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,624 | $159.34 | $736,788.16 |
DisclosureSEC source: 0001209191-23-009604 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,171 F4 · kind: On February 11, 2023, 4,624 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 11, 2021 (the "2021 RSUs"), following approval by the Committee of a payout of 100% based on the satisfaction of the reporting persons service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2021 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:55 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,299 | $159.34 | $206,982.66 |
DisclosureSEC source: 0001209191-23-009604 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,547 F3 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2022 RSUs. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:55 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,178 | $159.34 | $665,722.52 |
DisclosureSEC source: 0001209191-23-009604 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,846 F1 · kind: On February 10, 2023, 4,178 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 10, 2022 (the "2022 RSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 100% based on the satisfaction of the reporting person's service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2022 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. F2 · balance_after: Includes an aggregate of 17 shares acquired by the reporting person under the PNC Employee Stock Purchase Plan. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 16:37 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 3,500 | $166.96 | $584,355.45 |
DisclosureSEC source: 0001209191-22-047447 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,651 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $166.95 to $166.97. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 19:07 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 5,500 | $182.59 | $1,004,228.50 |
DisclosureSEC source: 0001209191-22-019170 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,151 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $182.23 to $182.98. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 20:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,621 | $207.36 | $543,490.56 |
DisclosureSEC source: 0001209191-22-009702 · doc4.xml · nonDerivative · entry 6 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,651 F6 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2019 RSUs. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 20:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 5,762 | $207.36 | $1,194,808.32 |
DisclosureSEC source: 0001209191-22-009702 · doc4.xml · nonDerivative · entry 5 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,272 F5 · kind: On February 13, 2022, 5,762 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 13, 2019 (the "2019 RSUs"), following approval by the Committee of a payout of 100% based on the satisfaction of service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2019 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 20:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,109 | $207.36 | $437,322.24 |
DisclosureSEC source: 0001209191-22-009702 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,510 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2020 RSUs. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 20:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,636 | $207.36 | $961,320.96 |
DisclosureSEC source: 0001209191-22-009702 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,619 F3 · kind: On February 13, 2022, 4,636 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 13, 2020 (the "2020 RSUs"), following approval by the Committee of a payout of 100% based on the satisfaction of service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2020 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 20:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,103 | $207.36 | $436,078.08 |
DisclosureSEC source: 0001209191-22-009702 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,983 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2021 RSUs. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 20:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,624 | $207.36 | $958,832.64 |
DisclosureSEC source: 0001209191-22-009702 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,086 F1 · kind: On February 11, 2022, 4,624 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 11, 2021 (the "2021 RSUs"), following approval by the Human Resources Committee (the "Committee") of a payout of 100% based on the satisfaction of service requirements and achievement against the risk-based performance criteria established under the award. Pursuant to the award, the 2021 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:44 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 13,330 | $210.63 | $2,807,697.90 |
DisclosureSEC source: 0001209191-22-009328 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,462 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2019 PSUs. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:44 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 30,843 | $210.63 | $6,496,461.09 |
DisclosureSEC source: 0001209191-22-009328 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,792 F1 · kind: On February 10, 2022, 30,843 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of performance share units granted to the reporting person on February 13, 2019 (the "2019 PSUs"), following approval by the Human Resources Committee of a payout of 118.95% based on achievement against performance criteria established under the award. Pursuant to the award, the 2019 PSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 19:17 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 5,000 | $198.61 | $993,025.00 |
DisclosureSEC source: 0001209191-21-069714 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,820 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $198.48 to $198.795. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, The PNC Financial Services Group, Inc. ("PNC") or any security holder of PNC, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 07, 2021 Filed Feb 14, 2022 21:44 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Gift$5 Par Common Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009328 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,949 Read SEC document |
| December 02, 2021 Filed Feb 14, 2022 21:44 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Gift$5 Par Common Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009328 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,195 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 20:33 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,726 | $169.91 | $293,264.66 |
DisclosureSEC source: 0001209191-21-011747 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,820 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2017 PRSUs. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 20:33 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 3,793 | $169.91 | $644,468.63 |
DisclosureSEC source: 0001209191-21-011747 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,546 F1 · kind: On February 16, 2021, 3,793 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of performance-based restricted share units granted to the reporting person on February 16, 2017 (the "2017 PRSUs"), following approval by the Personnel and Compensation Committee of a payout of 97.30% based on achievement against performance criteria established under the award. Pursuant to the award, the 2017 PRSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 23:57 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,935 | $162.27 | $313,992.45 |
DisclosureSEC source: 0001209191-21-011499 · doc4.xml · nonDerivative · entry 6 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,753 F6 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2018 RSUs. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 23:57 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,254 | $162.27 | $690,296.58 |
DisclosureSEC source: 0001209191-21-011499 · doc4.xml · nonDerivative · entry 5 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,688 F5 · kind: On February 15, 2021, 4,254 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 15, 2018 (the "2018 RSUs"), following approval by the Committee of a payout of 100% based on satisfaction of service requirements and achievement against risk-based performance criteria established under the award. Pursuant the award, the 2018 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 23:57 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,108 | $162.27 | $342,065.16 |
DisclosureSEC source: 0001209191-21-011499 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,434 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2020 RSUs. Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 23:57 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,635 | $162.27 | $752,121.45 |
DisclosureSEC source: 0001209191-21-011499 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,542 F3 · kind: On February 13, 2021, 4,635 shares of PNC common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 13, 2020 (the "2020 RSUs"), following approval by the Committee of a payout of 100% based on satisfaction of service requirements and achievement against risk-based performance criteria established under the award. Pursuant to the award, the 2020 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 23:57 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,621 | $162.27 | $425,309.67 |
DisclosureSEC source: 0001209191-21-011499 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,907 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2019 RSUs. Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 23:57 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 5,762 | $162.27 | $934,999.74 |
DisclosureSEC source: 0001209191-21-011499 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,528 F1 · kind: On February 13, 2021, 5,762 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of restricted stock units granted to the reporting person on February 13, 2019 (the "2019 RSUs"), following approval by the Personnel and Compensation Committee (the "Committee") of a payout of 100% based on satisfaction of service requirements and achievement against risk-based performance criteria established under the award. Pursuant to the award, the 2019 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 22:59 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 8,456 | $160.11 | $1,353,890.16 |
DisclosureSEC source: 0001209191-21-010368 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,766 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2018 PSUs. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 22:59 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 20,612 | $160.11 | $3,300,187.32 |
DisclosureSEC source: 0001209191-21-010368 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,222 F1 · kind: On February 10, 2021, 20,612 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested pursuant to an award of performance share units granted to the reporting person on February 15, 2018 (the "2018 PSUs"), following approval by the Personnel and Compensation Committee of a payout of 107.69% based on achievement against performance criteria established under the award. Pursuant to the award, the 2018 PSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. 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.