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 |
|---|---|---|---|---|---|---|
| March 02, 2020 Filed Mar 3, 2020 20:26 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 3,826 | $129.14 | $494,095.00 |
DisclosureSEC source: 0001209191-20-015043 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,610 F2 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $129.04 to $129.19. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, 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 02, 2020 Filed Mar 3, 2020 20:26 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 12,074 | $128.86 | $1,555,860.47 |
DisclosureSEC source: 0001209191-20-015043 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,436 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $128.00 to $128.99. 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, 2020 Filed Feb 19, 2020 21:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,217 | $154.13 | $341,706.21 |
DisclosureSEC source: 0001209191-20-010563 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,510 F4 · 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, 2020 Filed Feb 19, 2020 21:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,873 | $154.13 | $751,075.49 |
DisclosureSEC source: 0001209191-20-010563 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,727 F3 · kind: On February 16, 2020, 4,873 shares of 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 Committee of a payout of 125.00% 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, 2020 Filed Feb 19, 2020 21:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,935 | $154.13 | $298,241.55 |
DisclosureSEC source: 0001209191-20-010563 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,854 F2 · 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, 2020 Filed Feb 19, 2020 21:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,254 | $154.13 | $655,669.02 |
DisclosureSEC source: 0001209191-20-010563 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,789 F1 · kind: On February 15, 2020, 4,254 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 15, 2018 (the "2018 RSUs"), following approval by the Personnel and Compensation 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 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, 2020 Filed Feb 18, 2020 22:27 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 7,093 | $155.32 | $1,101,684.76 |
DisclosureSEC source: 0001209191-20-010285 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,535 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2017 IPUs. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 22:27 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 15,595 | $155.32 | $2,422,215.40 |
DisclosureSEC source: 0001209191-20-010285 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,628 F3 · kind: On February 13, 2020, 15,595 shares of PNC common stock vested pursuant to an award of incentive performance units granted to the reporting person on February 16, 2017 (the "2017 IPUs"), following approval by the Committee of a payout of 110.18% based on achievement against performance criteria established under the award. Pursuant to the award, the 2017 IPUs pay out in shares of PNC common stock up to the target amount and in cash for the amount above target, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 22:27 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,621 | $155.32 | $407,093.72 |
DisclosureSEC source: 0001209191-20-010285 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,033 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, 2020 Filed Feb 18, 2020 22:27 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 5,762 | $155.32 | $894,953.84 |
DisclosureSEC source: 0001209191-20-010285 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,654 F1 · kind: On February 13, 2020, 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 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 2019 RSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 18:45 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,747 | $154.79 | $425,208.13 |
DisclosureSEC source: 0001209191-20-009115 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,892 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the vesting of the 2016 PRSUs. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 18:45 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 8,155 | $154.79 | $1,262,312.45 |
DisclosureSEC source: 0001209191-20-009115 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,639 F1 · kind: On February 11, 2020, 8,155 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 11, 2016 (the "2016 PRSUs"), following approval by the Personnel and Compensation Committee of a payout of 125.00% based on achievement against performance criteria established under the award. Pursuant to the award, the 2016 PRSUs pay out in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 16:30 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 14,285 | $138.84 | $1,983,335.11 |
DisclosureSEC source: 0001209191-19-043002 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,484 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 20:29 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,472 | $124.15 | $182,748.80 |
DisclosureSEC source: 0001209191-19-011467 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,769 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the shares of PNC common stock that vested on February 16, 2019 pursuant to the award of performance based restricted share units granted on February 16, 2017. Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 20:29 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 3,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011467 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,241 F3 · kind: On February 16, 2019, 3,236 shares of PNC common stock vested following approval by the Committee on January 30, 2019 of a payout of 83.02% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The shares vested pursuant to an award granted on February 16, 2017, expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Pursuant to the award, the share units pay out, if at all, in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target) based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 20:29 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,935 | $124.15 | $240,230.25 |
DisclosureSEC source: 0001209191-19-011467 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,005 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the shares of PNC common stock that vested on February 15, 2019 pursuant to the award of restricted share units granted on February 15, 2018. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 20:29 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011467 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,940 F1 · kind: On February 15, 2019, 4,253 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested following approval by the Personnel and Compensation Committee of the PNC Board of Directors (the "Committee") on January 30, 2019 of a payout of 100% based on the satisfaction of the reporting person's service requirements and the organization's risk-based performance against established criteria as of the last day of the performance year. The shares vested pursuant to an award granted on February 15, 2018, expressed as a number of share units, with payout contingent on achievement of risk-related performance criteria. Pursuant to the award, the share units pay out, if at all, in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Subject to the Committee's discretion, the number of share units may be reduced (down to 0%) but may not exceed 100%. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:30 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,054 | $121.48 | $249,519.92 |
DisclosureSEC source: 0001209191-19-010728 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,687 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the shares of PNC common stock that vested on February 13, 2019 pursuant to the award of performance based restricted share units granted on February 13, 2015. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:30 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010728 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,741 F1 · kind: On February 13, 2019, 4,516 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested following approval by the Personnel and Compensation Committee of the PNC Board of Directors (the "Committee") on January 30, 2019 of a payout of 83.02% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The shares vested pursuant to an award granted on February 13, 2015, expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Pursuant to the award, the share units pay out, if at all, in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target) based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 01:58 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 11,741 | $123.15 | $1,445,904.15 |
DisclosureSEC source: 0001209191-19-009935 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,588 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the shares of PNC common stock that vested on February 12, 2019 pursuant to the award of incentive performance units granted on February 11, 2016. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 01:58 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 26,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009935 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,329 F3 · kind: On February 12, 2019, 26,777 shares of PNC common stock vested following approval by the Committee on the same date of a payout of 102.61% based on performance against established criteria of previously granted incentive performance units to the reporting person. The shares vested pursuant to an award granted on February 11, 2016, expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Pursuant to the award, the share units pay out, if at all, in shares of PNC common stock up to the target amount and in cash for the amount above target, and any accrued dividend equivalents are paid out in cash. Read SEC document |
| February 12, 2019 Filed Feb 15, 2019 21:38 UTC Amendment | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 11,459 | $123.15 | $1,411,175.85 |
DisclosureSEC source: 0001209191-19-010638 · doc4a.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,225 F1 · balance_after: The previously filed Form 4 is being amended to correct an inadvertent error in (i) the number of shares withheld for taxes upon vesting of the performance based restricted share units, (ii) the number of shares that vested pursuant to the award of incentive performance units, (iii) the number of shares withheld for taxes upon vesting of the incentive performance units and (iv) the amount of securities beneficially owned following the reported transactions. Read SEC document |
| February 12, 2019 Filed Feb 15, 2019 21:38 UTC Amendment | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 26,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010638 · doc4a.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,684 Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 01:58 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,705 | $121.57 | $207,276.85 |
DisclosureSEC source: 0001209191-19-009935 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,552 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the shares of PNC common stock that vested on February 11, 2019 pursuant to the award of performance based restricted share units granted on February 11, 2016. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 01:58 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 5,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009935 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,257 F1 · kind: On February 11, 2019, 5,416 shares of The PNC Financial Services Group, Inc. ("PNC") common stock vested following approval by the Personnel and Compensation Committee of the PNC Board of Directors (the "Committee") on January 30, 2019 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The shares vested pursuant to an award granted on February 11, 2016, expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Pursuant to the award, the share units pay out, if at all, in shares of PNC common stock, and any accrued dividend equivalents are paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target) based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 11, 2019 Filed Feb 15, 2019 21:38 UTC Amendment | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,669 | $121.57 | $202,900.33 |
DisclosureSEC source: 0001209191-19-010638 · doc4a.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,588 Read SEC document |
| July 19, 2018 Filed Jul 23, 2018 18:22 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 14,000 | $140.87 | $1,972,234.60 |
DisclosureSEC source: 0001209191-18-043593 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,841 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $140.56 to $141.20. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 20:48 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,216 | $159.08 | $352,521.28 |
DisclosureSEC source: 0001209191-18-011867 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,841 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 16, 2018 and granted on February 16, 2017. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 20:48 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 4,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011867 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,057 F1 · kind: On February 16, 2018, 4,872 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 16, 2017 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 18:56 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 9,896 | $158.27 | $1,566,239.92 |
DisclosureSEC source: 0001209191-18-010759 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,185 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the incentive performance unit opportunity awarded on February 14, 2018 and granted on February 13, 2015. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 18:56 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 21,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010759 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,081 F1 · kind: On February 14, 2018, 21,757 shares of PNC common stock vested after the Personnel and Compensation Committee of the PNC Board of Directors approved a payout of 107.18% based on performance against established criteria of previously granted incentive performance units to the reporting person. The grant was made on February 13, 2015 and expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Subject to the Committee's discretion, the reporting person is eligible to receive shares pf PNC common stock (if PNC meets specific performance criteria up to the target level) and/or cash (if performance criteria exceeds the target level). Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:47 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 3,092 | $153.29 | $473,972.68 |
DisclosureSEC source: 0001209191-18-010329 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,324 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2018 and granted on February 13, 2015. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:47 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 6,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010329 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,416 F3 · kind: On February 13, 2018, 6,798 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2015 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:47 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 3,574 | $152.27 | $544,212.98 |
DisclosureSEC source: 0001209191-18-010329 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,618 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2018 and granted on February 13, 2014. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:47 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 7,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010329 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,192 F1 · kind: On February 13, 2018, 7,857 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2014 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:52 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,734 | $151.71 | $414,775.14 |
DisclosureSEC source: 0001209191-18-009598 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,335 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 11, 2018 and granted on February 11, 2016. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 21:52 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 8,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009598 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,069 F1 · kind: On February 11, 2018, 8,155 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 11, 2016 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 18:59 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 8,500 | $127.38 | $1,082,715.55 |
DisclosureSEC source: 0001209191-17-016386 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,914 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $127.18 to $127.38. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:01 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 12,035 | $126.65 | $1,524,232.75 |
DisclosureSEC source: 0001209191-17-012051 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,414 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the incentive performance unit opportunity awarded on February 15, 2017 and granted on February 13, 2014. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:01 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 25,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012051 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,449 F1 · kind: On February 15, 2017, 25,025 shares of PNC common stock vested after the Personnel and Compensation Committee approved a payout of 99.54% based on performance against established criteria of previously granted incentive performance units to the reporting person. The grant was made on February 13, 2014 and expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Subject to the Committee's discretion, the reporting person is eligible to receive shares of PNC common stock (if PNC meets specified performance criteria up to the target level) and/or cash (if performance criteria exceeds the target level). Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:14 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 3,714 | $125.00 | $464,250.00 |
DisclosureSEC source: 0001209191-17-011406 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,424 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 14, 2017 and granted on February 14, 2013. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:14 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 7,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011406 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,138 F1 · kind: On February 14, 2017, 7,715 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 14, 2013 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 3,778 | $124.49 | $470,323.22 |
DisclosureSEC source: 0001209191-17-010661 · doc4.xml · nonDerivative · entry 6 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,423 F6 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2017 and granted on February 13, 2014. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 7,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010661 · doc4.xml · nonDerivative · entry 5 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,201 F5 · kind: On February 13, 2017, 7,856 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2014 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 3,270 | $124.42 | $406,853.40 |
DisclosureSEC source: 0001209191-17-010661 · doc4.xml · nonDerivative · entry 4 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,345 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2017 and granted on February 13, 2015. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 6,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010661 · doc4.xml · nonDerivative · entry 3 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,615 F3 · kind: On February 13, 2017, 6,798 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2015 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 2,752 | $123.10 | $338,771.20 |
DisclosureSEC source: 0001209191-17-010661 · doc4.xml · nonDerivative · entry 2 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,817 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 11, 2017 and granted on February 11, 2016. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 8,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010661 · doc4.xml · nonDerivative · entry 1 Lyons Michael P. · CIK 0001534574 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,569 F1 · kind: On February 11, 2017, 8,155 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 11, 2016 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. 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.