Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Inc.BLK · Entity 12961 | Senior Managing Director | May 31, 2024 | June 04, 2024 |
| BlackRock, Inc.BLK · Entity 2850 | Senior Managing Director | January 30, 2026 | February 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BlackRock Inc.
Report date May 31, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,297 |
Reported balance
After 2024-05-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-31 · Tax withholding · Disposed 139 · Balance 2,297 F1: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan.
F2: 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.
BlackRock, Inc.
Report date January 30, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,011 |
Last balance in matching sequence
After 2026-01-31 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-01-30 · Tax withholding · Disposed 740 · Balance 3,384 F1: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2: 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 · 2026-01-31 · Grant · Acquired 627 · Balance 4,011 F3: Reflects a 2022 BlackRock Performance Incentive Plan award value of $400,062 converted to 538 Restricted Stock Units by dividing the award value by $743.61, which was the average of the high and low price per share of Common Stock on January 17, 2023. As outlined in BlackRock's 2023 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 116.6% of the original award. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan.
F2: 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.
F3: Reflects a 2022 BlackRock Performance Incentive Plan award value of $400,062 converted to 538 Restricted Stock Units by dividing the award value by $743.61, which was the average of the high and low price per share of Common Stock on January 17, 2023. As outlined in BlackRock's 2023 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 116.6% of the original award.
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 31, 2026 Filed Feb 4, 2026 01:13 UTC | BlackRock, Inc. BLK · Entity 2850 | GrantCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0002012383-26-000852 · form4.xml · nonDerivative · entry 2 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,011 F3 · shares: Reflects a 2022 BlackRock Performance Incentive Plan award value of $400,062 converted to 538 Restricted Stock Units by dividing the award value by $743.61, which was the average of the high and low price per share of Common Stock on January 17, 2023. As outlined in BlackRock's 2023 Proxy Statement, the award was subject to adjustment based on certain performance metrics approved by the Management Development and Compensation Committee at the time of the award. Based on the Company's performance, the Restricted Stock Units vesting represent 116.6% of the original award. F2 · balance_after: 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. Read SEC document |
| January 30, 2026 Filed Feb 4, 2026 01:13 UTC | BlackRock, Inc. BLK · Entity 2850 | Tax withholdingCommon Stock | 740 | $1,118.94 | $828,015.60 |
DisclosureSEC source: 0002012383-26-000852 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,384 F1 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: 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. Read SEC document |
| January 16, 2026 Filed Jan 22, 2026 00:21 UTC | BlackRock, Inc. BLK · Entity 2850 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0002012383-26-000831 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,124 F1 · shares: Reflects an award value of $1,400,000 converted to a number of Restricted Stock Units by dividing the approved award value by $1,170.18, which was the average of the high and low price per share of Common Stock on January 16, 2026. This grant was approved by the Management Development and Compensation Committee on January 13, 2026. Restricted Stock Units vest in equal installments on 1/31/27, 1/31/28 and 1/31/29. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that 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. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 18:19 UTC | BlackRock, Inc. BLK · Entity 2850 | Tax withholdingCommon Stock | 295 | $1,071.52 | $316,098.40 |
DisclosureSEC source: 0001127602-25-003038 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,928 F1 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: 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. Read SEC document |
| January 16, 2025 Filed Jan 17, 2025 19:02 UTC | BlackRock, Inc. BLK · Entity 2850 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001518 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,223 F1 · shares: Reflects an award value of $925,000 converted to a number of Restricted Stock Units by dividing the approved award value by $999.36, which was the average of the high and low price per share of Common Stock on January 16, 2025. This grant was approved by the Management Development and Compensation Committee on January 14, 2025. Restricted Stock Units vest in equal installments on 1/31/26, 1/31/27 and 1/31/28. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that 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. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 17:21 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 139 | $761.86 | $105,898.54 |
DisclosureSEC source: 0001127602-24-017755 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,297 F1 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: 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. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 18:50 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 126 | $781.73 | $98,497.98 |
DisclosureSEC source: 0001127602-24-003255 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,436 F1 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: 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. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 20:56 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001653 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,562 F1 · shares: Reflects an award value of $725,000 converted to a number of Restricted Stock Units by dividing the approved award value by $798.83, which was the average of the high and low price per share of Common Stock on January 16, 2024. This grant was approved by the Management Development and Compensation Committee on January 11, 2024. Restricted Stock Units vest in equal installments on 1/31/25, 1/31/26 and 1/31/27. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that 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. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 17:59 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 101 | $673.58 | $68,031.58 |
DisclosureSEC source: 0001127602-23-017633 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,654 F1 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: 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. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 19:36 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 53 | $747.86 | $39,636.58 |
DisclosureSEC source: 0001127602-23-003243 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755 F1 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligations on the vesting of the reporting person's awards granted under the Second Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan. F2 · balance_after: 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. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:13 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 289 | $743.61 | $214,903.29 |
DisclosureSEC source: 0001127602-23-001866 · form4.xml · nonDerivative · entry 1 Heller Caroline · CIK 0001961019 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808 F1 · shares: Reflects an award value of $215,000 converted to a number of Restricted Stock Units by dividing the approved award value by $743.61, which was the average of the high and low price per share of Common Stock on January 17, 2023. This grant was approved by the Management Development and Compensation Committee on January 11, 2023. Restricted Stock Units vest in equal installments on 1/31/24, 1/31/25 and 1/31/26. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that 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. 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.