Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.SPGI · Entity 2879 | CEO, S&P Dow Jones Indices | March 04, 2025 | March 06, 2025 |
| T. Rowe Price Goldman Sachs All Equity Access FundNONE · Entity 20182 | Director | September 22, 2026 | September 25, 2026 |
| T. Rowe Price Goldman Sachs Private Markets FundNONE · Entity 23211 | Director | September 22, 2026 | September 25, 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 March 04, 2025 · Filed March 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,979 |
Ending reported balance
After 2025-03-04 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-04 · Grant · Acquired 574 · Balance 5,314 F1: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance share unit award. Row 2 · 2025-03-04 · Tax withholding · Disposed 207 · Balance 5,107 F2: Withholding of shares of Common Stock under the S&P Global Inc. 2019 Stock Incentive Plan withholding obligation in transaction exempt under and complying with Rule 16b-3. Row 3 · 2025-03-04 · Grant · Acquired 7,681 · Balance 12,788 F3: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance-based Founders stock unit award. Row 4 · 2025-03-04 · Tax withholding · Disposed 3,809 · Balance 8,979 F2: Withholding of shares of Common Stock under the S&P Global Inc. 2019 Stock Incentive Plan withholding obligation in transaction exempt under and complying with Rule 16b-3. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 242 |
Reported balance
Holding disclosure · report date 2025-03-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 242 F4: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F5: As previously reported, the reporting person was granted 710 restricted stock units on 03/01/2023, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2023 and 33% on 12/31/2024 and the remaining 34% will vest on 12/31/2025. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 374 |
Reported balance
Holding disclosure · report date 2025-03-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 374 F4: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F6: As previously reported, the reporting person was granted 558 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2024 and will vest 33% on 12/31/2025 and 34% on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 448 |
Reported balance
Holding disclosure · report date 2025-03-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 448 F4: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F7: As previously reported, the reporting person was granted 448 restricted stock units on 03/01/2025, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2025, 33% on 12/31/2026 and 34% on 12/31/2027. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance share unit award.
F2: Withholding of shares of Common Stock under the S&P Global Inc. 2019 Stock Incentive Plan withholding obligation in transaction exempt under and complying with Rule 16b-3.
F3: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance-based Founders stock unit award.
F4: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock.
F5: As previously reported, the reporting person was granted 710 restricted stock units on 03/01/2023, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2023 and 33% on 12/31/2024 and the remaining 34% will vest on 12/31/2025. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F6: As previously reported, the reporting person was granted 558 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2024 and will vest 33% on 12/31/2025 and 34% on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F7: As previously reported, the reporting person was granted 448 restricted stock units on 03/01/2025, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2025, 33% on 12/31/2026 and 34% on 12/31/2027. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
T. Rowe Price Goldman Sachs All Equity Access Fund
Report date September 22, 2026 · Filed September 25, 2026
This filing explicitly reported no securities owned.
T. Rowe Price Goldman Sachs Private Markets Fund
Report date September 22, 2026 · Filed September 25, 2026
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| December 31, 2021 Filed Jan 4, 2022 22:24 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 207 | $471.93 | $97,689.51 |
DisclosureSEC source: 0000064040-22-000010 · wf-form4_164133505508298.xml · nonDerivative · entry 1 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:44 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 1,257 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-21-000147 · wf-form4_162558626409266.xml · derivative · entry 3 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,554 Underlying: Common Stock · 1,257 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2 · derivative.exercise_date: As previously reported, the reporting person was granted 3,811 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units vested 33% on 07/01/2021 and will vest 33% on 07/01/2022 and 34% on 07/01/2023. F2 · derivative.expiration_date: As previously reported, the reporting person was granted 3,811 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units vested 33% on 07/01/2021 and will vest 33% on 07/01/2022 and 34% on 07/01/2023. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:44 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 616 | $412.20 | $253,915.20 |
DisclosureSEC source: 0000064040-21-000147 · wf-form4_162558626409266.xml · nonDerivative · entry 2 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:44 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 1,257 | $412.20 | $518,135.40 |
DisclosureSEC source: 0000064040-21-000147 · wf-form4_162558626409266.xml · nonDerivative · entry 1 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:17 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantRestricted Stock Units · Derivative | 579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-21-000100 · wf-form4_161767174799335.xml · derivative · entry 2 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579 Underlying: Common Stock · 579 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2 · derivative.exercise_date: The reporting person was granted 579 restricted stock units on 04/01/2021, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2021, 33% on 12/31/2022 and 34% on 12/31/2023. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. F2 · derivative.expiration_date: The reporting person was granted 579 restricted stock units on 04/01/2021, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2021, 33% on 12/31/2022 and 34% on 12/31/2023. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 01:41 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-21-000011 · wf-form4_160989727423559.xml · derivative · entry 3 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421 Underlying: Common Stock · 207 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2 · derivative.exercise_date: As previously reported, the reporting person was granted 628 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2020 and will vest 33% on 12/31/2021 and 34% on 12/31/2022. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. F2 · derivative.expiration_date: As previously reported, the reporting person was granted 628 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2020 and will vest 33% on 12/31/2021 and 34% on 12/31/2022. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 01:41 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 82 | $328.73 | $26,955.86 |
DisclosureSEC source: 0000064040-21-000011 · wf-form4_160989727423559.xml · nonDerivative · entry 2 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125 Read SEC document |
| December 31, 2020 Filed Jan 6, 2021 01:41 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 207 | $328.73 | $68,047.11 |
DisclosureSEC source: 0000064040-21-000011 · wf-form4_160989727423559.xml · nonDerivative · entry 1 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:38 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantRestricted Stock Units · Derivative | 628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-20-000137 · wf-form4_159373672338075.xml · derivative · entry 2 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628 Underlying: Common Stock · 628 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F3 · derivative.exercise_date: The reporting person was granted 628 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2020, 33% on 12/31/2021 and 34% on 12/31/2022.Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. F3 · derivative.expiration_date: The reporting person was granted 628 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units will vest 33% on 12/31/2020, 33% on 12/31/2021 and 34% on 12/31/2022.Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. Read SEC document |
| July 01, 2020 Filed Jul 3, 2020 00:38 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantRestricted Stock Units · Derivative | 3,811 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-20-000137 · wf-form4_159373672338075.xml · derivative · entry 1 Draper Daniel E · CIK 0001816107 · CEO, S&P Dow Jones Indices 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,811 Underlying: Common Stock · 3,811 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F2 · derivative.exercise_date: The reporting person was granted 3,811 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units will vest 33% on 07/01/2021, 33% on 07/01/2022 and 34% on 07/01/2023. F2 · derivative.expiration_date: The reporting person was granted 3,811 restricted stock units on 07/01/2020, subject to 3-year vesting. The restricted stock units will vest 33% on 07/01/2021, 33% on 07/01/2022 and 34% on 07/01/2023. 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.