Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| S&P Global Inc.SPGI · Entity 2879 | Co-Pres., Commodity Insights | March 04, 2025 | March 06, 2025 |
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 | 735 |
Ending reported balance
After 2025-03-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-04 · Grant · Acquired 197 · Balance 783 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 48 · Balance 735 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 | 84 |
Reported balance
Holding disclosure · report date 2025-03-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 84 F3: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F4: As previously reported, the reporting person was granted 244 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 | 129 |
Reported balance
Holding disclosure · report date 2025-03-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 129 F3: 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 192 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 | 254 |
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 254 F3: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F6: As previously reported, these restricted stock units were converted from restricted stock units in IHS Markit Ltd. ("IHS Markit") in connection with the IHS Markit merger, and have the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that the performance-vesting conditions with respect to the restricted stock units that were converted from IHS Markit performance-based restricted stock units lapsed. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 308 |
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 308 F3: 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 308 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: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock.
F4: As previously reported, the reporting person was granted 244 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.
F5: As previously reported, the reporting person was granted 192 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.
F6: As previously reported, these restricted stock units were converted from restricted stock units in IHS Markit Ltd. ("IHS Markit") in connection with the IHS Markit merger, and have the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that the performance-vesting conditions with respect to the restricted stock units that were converted from IHS Markit performance-based restricted stock units lapsed.
F7: As previously reported, the reporting person was granted 308 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.
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 |
|---|---|---|---|---|---|---|
| March 04, 2025 Filed Mar 6, 2025 21:20 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 48 | $516.81 | $24,806.88 |
DisclosureSEC source: 0000064040-25-000111 · wk-form4_1741296005.xml · nonDerivative · entry 2 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 735 F2 · kind: 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. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:20 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantCommon Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000111 · wk-form4_1741296005.xml · nonDerivative · entry 1 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 783 F1 · kind: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance share unit award. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:08 UTC | S&P Global Inc. SPGI · Entity 2879 | GrantRestricted Stock Units · Derivative | 308 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000071 · wk-form4_1741122486.xml · derivative · entry 2 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308 Underlying: Common Stock · 308 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 308 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. F2 · derivative.expiration_date: The reporting person was granted 308 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. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:13 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 254 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000041 · wk-form4_1738718027.xml · derivative · entry 3 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254 Underlying: Common Stock · 254 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, these restricted stock units were converted from restricted stock units in IHS Markit Ltd. ("IHS Markit") in connection with the IHS Markit merger, and have the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that the performance-vesting conditions with respect to the restricted stock units that were converted from IHS Markit performance-based restricted stock units lapsed. F2 · derivative.expiration_date: As previously reported, these restricted stock units were converted from restricted stock units in IHS Markit Ltd. ("IHS Markit") in connection with the IHS Markit merger, and have the same terms and conditions as those that applied immediately prior to the consummation of the merger, except that the performance-vesting conditions with respect to the restricted stock units that were converted from IHS Markit performance-based restricted stock units lapsed. Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:13 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 62 | $521.41 | $32,327.42 |
DisclosureSEC source: 0000064040-25-000041 · wk-form4_1738718027.xml · nonDerivative · entry 2 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 586 Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 01:13 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 254 | $521.41 | $132,438.14 |
DisclosureSEC source: 0000064040-25-000041 · wk-form4_1738718027.xml · nonDerivative · entry 1 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 648 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 |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 63 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · derivative · entry 9 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129 Underlying: Common Stock · 63 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. F4 · derivative.exercise_date: As previously reported, the reporting person was granted 192 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. F4 · derivative.expiration_date: As previously reported, the reporting person was granted 192 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. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 80 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · derivative · entry 8 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84 Underlying: Common Stock · 80 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. F3 · derivative.exercise_date: As previously reported, the reporting person was granted 244 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. F3 · derivative.expiration_date: As previously reported, the reporting person was granted 244 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. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 73 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · derivative · entry 7 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 73 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 211 restricted stock units on 03/01/2022, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2022 and 33% on 12/31/2023 and the remaining 34% vested on 12/31/2024. 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 211 restricted stock units on 03/01/2022, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2022 and 33% on 12/31/2023 and the remaining 34% vested on 12/31/2024. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 19 | $498.03 | $9,462.57 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · nonDerivative · entry 6 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 63 | $498.03 | $31,375.89 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · nonDerivative · entry 5 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 413 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 |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 24 | $498.03 | $11,952.72 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · nonDerivative · entry 4 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 80 | $498.03 | $39,842.40 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · nonDerivative · entry 3 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374 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 |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 22 | $498.03 | $10,956.66 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · nonDerivative · entry 2 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294 Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:28 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 73 | $498.03 | $36,356.19 |
DisclosureSEC source: 0000064040-25-000011 · wk-form4_1735939727.xml · nonDerivative · entry 1 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316 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 |
| December 15, 2024 Filed Dec 17, 2024 21:02 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionRestricted Stock Units · Derivative | 322 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000064040-24-000206 · wk-form4_1734469327.xml · derivative · entry 3 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 322 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, these restricted stock units were converted from restricted stock units in IHS Markit Ltd. ("IHS Markit") in connection with the IHS Markit merger, and have the same terms and conditions as those that applied immediately prior to the consummation of the merger. The restricted stock units vested 100% on 12/15/2024. F2 · derivative.expiration_date: As previously reported, these restricted stock units were converted from restricted stock units in IHS Markit Ltd. ("IHS Markit") in connection with the IHS Markit merger, and have the same terms and conditions as those that applied immediately prior to the consummation of the merger. The restricted stock units vested 100% on 12/15/2024. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:02 UTC | S&P Global Inc. SPGI · Entity 2879 | Tax withholdingCommon Stock | 79 | $505.75 | $39,954.25 |
DisclosureSEC source: 0000064040-24-000206 · wk-form4_1734469327.xml · nonDerivative · entry 2 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243 Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 21:02 UTC | S&P Global Inc. SPGI · Entity 2879 | Exercise / conversionCommon Stock | 322 | $505.75 | $162,851.50 |
DisclosureSEC source: 0000064040-24-000206 · wk-form4_1734469327.xml · nonDerivative · entry 1 Eramo Mark · CIK 0002043324 · Co-Pres., Commodity Insights 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.