Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Inc.BLK · Entity 12961 | Senior Managing Director | August 29, 2024 | August 30, 2024 |
| BlackRock, Inc.BLK · Entity 2850 | Senior Managing Director | February 24, 2026 | February 26, 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.
BlackRock Inc.
Report date August 29, 2024 · Filed August 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | Direct | 67,107.34 |
Last balance in matching sequence
After 2024-08-29 transaction · row 7
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
7 source rowsRow 1 · 2024-08-29 · Exercise / conversion · Acquired 14,000 · Balance 81,107.34 F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 2 · 2024-08-29 · Sale · Disposed 96 · Balance 81,011.34 F2: This transaction was executed in multiple trades at prices ranging from $885.15 to $885.63. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 3 · 2024-08-29 · Sale · Disposed 258 · Balance 80,753.34 F3: This transaction was executed in multiple trades at prices ranging from $886.32 to $886.96. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 4 · 2024-08-29 · Sale · Disposed 390 · Balance 80,363.34 F4: This transaction was executed in multiple trades at prices ranging from $887.63 to $888.60. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 5 · 2024-08-29 · Sale · Disposed 12,226 · Balance 68,137.34 F5: This transaction was executed in multiple trades at prices ranging from $888.66 to $889.30. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 6 · 2024-08-29 · Sale · Disposed 443 · Balance 67,694.34 F6: This transaction was executed in multiple trades at prices ranging from $889.67 to $890.66. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Row 7 · 2024-08-29 · Sale · Disposed 587 · Balance 67,107.34 F7: This transaction was executed in multiple trades at prices ranging from $890.69 to $891.32. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $513.50 · Expires 2026-12-04 | Direct | 67,142 |
Reported balance
After 2024-08-29 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-08-29 · Exercise / conversion · Disposed 14,000 · Balance 67,142 F8: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024. |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy Family Trust | 26,153 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 26,153 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy Family Trust | 1,000 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,000 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy Family Trust | 1,000 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,000 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy The Kushel Family 2011 Dynasty Trust | 45,000 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 45,000 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy The Kushel Family 2018 Trust | 4,150 |
Reported balance
Holding disclosure · report date 2024-08-29 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 4,150 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock.
F2: This transaction was executed in multiple trades at prices ranging from $885.15 to $885.63. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F3: This transaction was executed in multiple trades at prices ranging from $886.32 to $886.96. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F4: This transaction was executed in multiple trades at prices ranging from $887.63 to $888.60. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F5: This transaction was executed in multiple trades at prices ranging from $888.66 to $889.30. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F6: This transaction was executed in multiple trades at prices ranging from $889.67 to $890.66. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F7: This transaction was executed in multiple trades at prices ranging from $890.69 to $891.32. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.
F8: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024.
BlackRock, Inc.
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy The Kushel Family 2018 Trust | 3,335 |
Reported balance
After 2026-02-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-24 · Sale · Disposed 385 · Balance 3,335 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | Direct | 61,980.34 |
Reported balance
After 2026-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-24 · Sale · Disposed 2,000 · Balance 61,980.34 F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy Family Trust | 26,153 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 26,153 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy Family Trust | 1,000 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,000 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy Family Trust | 1,000 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,000 |
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | IndirectBy The Kushel Family 2011 Dynasty Trust | 47,305 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 47,305 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of 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 |
|---|---|---|---|---|---|---|
| January 17, 2017 Filed Jan 19, 2017 16:27 UTC | BlackRock Inc. BLK · Entity 12961 | GrantShares Of Common Stock (par Value $0.01 Per Share) | 4,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002068 · form4.xml · nonDerivative · entry 1 Kushel J. Richard · CIK 0001059240 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,406 F1 · shares: Reflects an award value of $1,540,000 converted to a number of Restricted Stock Units by dividing the approved award value by $375.22, which was the average of the high and low price per share of Common Stock on January 17, 2017. This grant was approved by the Management Development and Compensation Committee on January 11, 2017. Restricted Stock Units vest in equal installments on 1/31/18, 1/31/19 and 1/31/20 F2 · balance_after: Includes Common Stock, Restricted Stock Units that will vest over a period of 1 to 3 years and Restricted Stock Units that will vest in whole or in part only on the satisfaction of one or more previously-disclosed Common Stock price targets. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 16:51 UTC | BlackRock Inc. BLK · Entity 12961 | GiftShares Of Common Stock (par Value $0.01 Per Share) | 5,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068840 · form4.xml · nonDerivative · entry 1 Kushel J. Richard · CIK 0001059240 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,302 F1 · balance_after: Includes Common Stock, Restricted Stock Units that will vest over a period of 1 to 3 years and Restricted Stock Units that will vest in whole or in part only on the satisfaction of one or more previously-disclosed Common Stock price targets. Each Restricted Stock Unit is payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.