Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.SPGI · Entity 2879 | Director | January 02, 2026 | January 06, 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.
S&P Global Inc.
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,028.83 |
Reported balance
After 2026-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-02 · Grant · Acquired 476.28 · Balance 5,028.83 F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. |
| Common StockSEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026.
F2: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director.
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 02, 2026 Filed Jan 6, 2026 21:02 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 476.28 | $512.66 Strike: $0.00 | $244,169.70 |
DisclosureSEC source: 0001700756-26-000002 · wk-form4_1767733374.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,028.83 Underlying: Common Stock · 476.28 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2026. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:06 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 487.29 | $495.50 Strike: $0.00 | $241,452.20 |
DisclosureSEC source: 0000064040-25-000019 · wk-form4_1736197587.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,552.55 Underlying: Common Stock · 487.29 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2025. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 01:19 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 437.14 | $436.39 Strike: $0.00 | $190,763.52 |
DisclosureSEC source: 0000064040-24-000049 · wk-form4_1704417570.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,065.27 Underlying: Common Stock · 437.14 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2024. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 01:07 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 512.96 | $335.17 Strike: $0.00 | $171,928.80 |
DisclosureSEC source: 0000064040-23-000028 · wf-form4_167296721212538.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,628.13 Underlying: Common Stock · 512.96 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2023. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 17:12 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 367.67 | $461.10 Strike: $0.00 | $169,532.64 |
DisclosureSEC source: 0000064040-22-000031 · wf-form4_164140273177452.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,115.17 Underlying: Common Stock · 367.67 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/03/2022. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 23:10 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 502.04 | $333.25 Strike: $0.00 | $167,304.83 |
DisclosureSEC source: 0000064040-21-000027 · wf-form4_160997464258629.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,747.5 Underlying: Common Stock · 502.04 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/04/2021. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:11 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 594.15 | $277.84 Strike: $0.00 | $165,078.64 |
DisclosureSEC source: 0000064040-20-000028 · wf-form4_157835228127572.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,245.46 Underlying: Common Stock · 594.15 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on 01/02/2020. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:21 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 902.35 | $169.85 Strike: $0.00 | $153,264.15 |
DisclosureSEC source: 0000064040-19-000030 · wf-form4_154664404564205.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,651.31 Underlying: Common Stock · 902.35 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 02, 2019. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:14 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantPhantom Stock Units · Derivative | 748.96 | $168.12 Strike: $0.00 | $125,915.16 |
DisclosureSEC source: 0000064040-18-000046 · wf-form4_151509688306341.xml · derivative · entry 2 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748.96 Underlying: Common Stock · 748.96 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan based on the closing price of SPGI common stock on January 2, 2018. F2 · derivative.exercise_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. F2 · derivative.expiration_date: The phantom stock units were accrued under the S&P Global Director Deferred Stock Ownership Plan and are to be settled 100% in SPGI common stock at such time as the reporting person ceases to be a director. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 19:55 UTC | S&P Global Inc. SPGI · Entity 2879 | PurchaseCommon Stock | 400 | $140.09 | $56,035.96 |
DisclosureSEC source: 0001225208-17-010715 · doc4.xml · nonDerivative · entry 1 Alvera Marco · CIK 0001700756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · shares: Purchase of 400 shares of SPGI stock pursuant to Article II of the Company's By-laws. 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.