Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock Inc.BLK · Entity 12961 | Senior Managing Director | February 23, 2024 | February 23, 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 February 23, 2024 · Filed February 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,004 |
Last balance in matching sequence
After 2024-02-23 transaction · row 8
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
8 source rowsRow 1 · 2024-02-23 · Exercise / conversion · Acquired 36,059 · Balance 53,063 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 · 2024-02-23 · Sale · Disposed 16,469 · Balance 36,594 F2: This transaction was executed in multiple trades at prices ranging from $816.08 to $817.07. 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 · 2024-02-23 · Sale · Disposed 4,300 · Balance 32,294 F3: This transaction was executed in multiple trades at prices ranging from $817.10 to $818.10. 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 · 2024-02-23 · Sale · Disposed 6,867 · Balance 25,427 F4: This transaction was executed in multiple trades at prices ranging from $818.16 to $819.16. 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 · 2024-02-23 · Sale · Disposed 3,497 · Balance 21,930 F5: This transaction was executed in multiple trades at prices ranging from $819.18 to $820.16. 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 · 2024-02-23 · Sale · Disposed 1,802 · Balance 20,128 F6: This transaction was executed in multiple trades at prices ranging from $820.21 to $821.11. 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 · 2024-02-23 · Sale · Disposed 1,276 · Balance 18,852 F7: This transaction was executed in multiple trades at prices ranging from $821.31 to $822.16. 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 8 · 2024-02-23 · Sale · Disposed 1,848 · Balance 17,004 F8: This transaction was executed in multiple trades at prices ranging from $823.08 to $823.38. 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 | 18,036 |
Reported balance
After 2024-02-23 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-02-23 · Exercise / conversion · Disposed 36,059 · Balance 18,036 F9: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024. |
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 $816.08 to $817.07. 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 $817.10 to $818.10. 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 $818.16 to $819.16. 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 $819.18 to $820.16. 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 $820.21 to $821.11. 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 $821.31 to $822.16. 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: This transaction was executed in multiple trades at prices ranging from $823.08 to $823.38. 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.
F9: These options shall vest in equal installments on December 4, 2022, December 4, 2023 and December 4, 2024.
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 | 13,065 |
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 2,787 · Balance 6,757 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 6,308 · Balance 13,065 F3: Reflects a 2022 BlackRock Performance Incentive Plan award value of $4,022,930 converted to 5,410 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 $4,022,930 converted to 5,410 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, 2020 Filed Feb 4, 2020 18:35 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 3,389 | $539.69 | $1,829,009.41 |
DisclosureSEC source: 0001127602-20-003617 · form4.xml · nonDerivative · entry 2 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,517 F3 · 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, 2020 Filed Feb 4, 2020 18:35 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 5,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003617 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,906 F1 · shares: Reflects a 2016 BlackRock Performance Incentive Plan award value of $1,811,562 converted to 4,828 Restricted Stock Units by dividing the award value by $375.22, which was the average of the high and low price per share of Common Stock on January 17, 2017. As outlined in BlackRock's 2017 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 110.9% of 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 16, 2020 Filed Jan 21, 2020 18:13 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 1,509 | $533.58 | $805,172.22 |
DisclosureSEC source: 0001127602-20-002097 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,552 F1 · shares: Reflects an award value of $805,007 converted to a number of Restricted Stock Units by dividing the approved award value by $533.58, which was the average of the high and low price per share of Common Stock on January 16, 2020. This grant was approved by the Management Development and Compensation Committee on January 14, 2020. Restricted Stock Units vest in equal installments on 1/31/21, 1/31/22 and 1/31/23. F2 · balance_after: Includes Common Stock and 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 |
| February 13, 2019 Filed Feb 13, 2019 16:57 UTC | BlackRock Inc. BLK · Entity 12961 | SaleCommon Stock | 3,863 | $426.70 | $1,648,342.10 |
DisclosureSEC source: 0001127602-19-005704 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,043 F1 · balance_after: Includes Common Stock as well as Restricted Stock Units that will vest over a period of 1 to 3 years. Restricted Stock Units are payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2019 Filed Feb 1, 2019 18:30 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 3,709 | $408.33 | $1,514,495.97 |
DisclosureSEC source: 0001127602-19-003525 · form4.xml · nonDerivative · entry 2 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,906 F3 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligation 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, 2019 Filed Feb 1, 2019 18:30 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 5,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003525 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,615 F1 · shares: Reflects a 2016 BlackRock Performance Incentive Plan award value of $1,749,773 converted to 5,909 Restricted Stock Units by dividing the award value by $296.12, which was the average of the high and low price per share of Common Stock on January 19, 2016). As outlined in BlackRock's 2016 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 100.6% of 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 17, 2019 Filed Jan 22, 2019 18:37 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 2,108 | $410.32 | $864,944.02 |
DisclosureSEC source: 0001127602-19-002497 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671 F1 · shares: Reflects an award value of $865,012 converted to a number of Restricted Stock Units by dividing the approved award value by $410.315, which was the average of the high and low price per share of Common Stock on January 17, 2019. This grant was approved by the Management Development and Compensation Committee on January 14, 2019. Restricted Stock Units vest in equal installments on 1/31/20, 1/31/21 and 1/31/22. F2 · balance_after: Includes Common Stock as well as Restricted Stock Units that vest over a period of 1 to 3 years. Restricted Stock Units are payable solely by delivery of an equal number of shares of Common Stock. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:56 UTC | BlackRock Inc. BLK · Entity 12961 | Tax withholdingCommon Stock | 3,429 | $562.29 | $1,928,092.41 |
DisclosureSEC source: 0001127602-18-003784 · form4.xml · nonDerivative · entry 2 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,563 F3 · shares: Represents the withholding by BlackRock of common stock to satisfy tax obligation 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 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, 2018 Filed Feb 2, 2018 16:56 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 5,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-003784 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,992 F1 · shares: Reflects a 2015 BlackRock Performance Incentive Plan award value of $1,599,957 (converted to 4,653 Restricted Stock Units by dividing the award value by $343.855, which was the average of the high and low price per share of Common Stock on January 16, 2015). As outlined in BlackRock's 2015 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 109.5% of original award. F2 · balance_after: Includes 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, 2018 Filed Jan 18, 2018 16:58 UTC | BlackRock Inc. BLK · Entity 12961 | GrantCommon Stock | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002103 · form4.xml · nonDerivative · entry 1 Lord Rachel · CIK 0001717289 · Senior Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,897 F1 · shares: Reflects an award value of $1,027,687 converted to a number of Restricted Stock Units by dividing the approved award value by $566.44, which was the average of the high and low price per share of Common Stock on January 16, 2018. This grant was approved by the Management Development and Compensation Committee on January 10, 2018. Restricted Stock Units vest in equal installments on 1/31/19, 1/31/20 and 1/31/21. F2 · balance_after: Includes 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.