Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRICE T ROWE GROUP INCTROW · Entity 3212 | Vice President | August 25, 2026 | August 26, 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.
PRICE T ROWE GROUP INC
Report date August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,331.9312 |
Ending reported balance
After 2026-08-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-25 · Sale · Disposed 10,000 · Balance 71,328.273 F1: The range of prices for this transaction were $111.77 to $111.95. Will provide upon request by the commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2026-08-25 · Grant · Acquired 3.6582 · Balance 71,331.9312 F2: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. |
Filing footnotes · ownership attribution and instrument terms
F1: The range of prices for this transaction were $111.77 to $111.95. Will provide upon request by the commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price.
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 |
|---|---|---|---|---|---|---|
| August 25, 2026 Filed Aug 26, 2026 13:25 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 3.6582 | $101.04 | $369.64 |
DisclosureSEC source: 0001902145-26-000003 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,331.9312 F2 · price: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 13:25 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | SaleCommon Stock | 10,000 | $111.82 | $1,118,203.00 |
DisclosureSEC source: 0001902145-26-000003 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,328.273 F1 · price: The range of prices for this transaction were $111.77 to $111.95. Will provide upon request by the commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 10, 2025 Filed Dec 11, 2025 18:45 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Tax withholdingCommon Stock | 6,312 | $105.37 | $665,095.44 |
DisclosureSEC source: 0001902145-25-000005 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,328.273 Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 19:15 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GiftCommon Stock | 654 | $0.00 | $0.00 |
DisclosureSEC source: 0001902145-25-000004 · primarydocument.xml · nonDerivative · entry 3 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,640.273 Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 19:15 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 4.349 | $100.00 | $434.89 |
DisclosureSEC source: 0001902145-25-000004 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,294.273 F2 · price: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 19:15 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 9,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001902145-25-000004 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,289.924 F1 · shares: 12/3/2025 - The restricted stock unit award is settled in shares of common stock upon vesting. The awards vest in three annual installments beginning on December 10, 2026. As previously disclosed in the Company's 2019 Proxy Statement, in addition to this time-based award, the officer was also granted a performance-based award, which if earned, would vest in two annual installments beginning on December 10, 2029. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 14:50 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Exercise / conversionStock Option · Derivative | 1,320 | $0.00 Strike: $69.84 | $0.00 |
DisclosureSEC source: 0001562180-25-001147 · primarydocument.xml · derivative · entry 6 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,320 shares Expires 2025-09-10 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. F2 · derivative.exercise_date: 09/10/2015 Grant - The option vests 20% annually over a 5 year period beginning on 12/10/2015. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 14:50 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Exercise / conversionStock Option · Derivative | 99 | $0.00 Strike: $79.71 | $0.00 |
DisclosureSEC source: 0001562180-25-001147 · primarydocument.xml · derivative · entry 5 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99 shares Expires 2025-02-19 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 · derivative.exercise_date: 02/19/2015 Grant - The option vests 20% annually over a 5 year period beginning on 12/10/2016. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 14:50 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Tax withholdingCommon Stock | 1,029 | $109.03 | $112,191.87 |
DisclosureSEC source: 0001562180-25-001147 · primarydocument.xml · nonDerivative · entry 4 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,293.924 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 14:50 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Tax withholdingCommon Stock | 83 | $109.03 | $9,049.49 |
DisclosureSEC source: 0001562180-25-001147 · primarydocument.xml · nonDerivative · entry 3 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,322.924 Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 14:50 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Exercise / conversionCommon Stock | 1,320 | $69.84 | $92,185.50 |
DisclosureSEC source: 0001562180-25-001147 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,405.924 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. F2 · price: 09/10/2015 Grant - The option vests 20% annually over a 5 year period beginning on 12/10/2015. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 14:50 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Exercise / conversionCommon Stock | 99 | $79.71 | $7,891.66 |
DisclosureSEC source: 0001562180-25-001147 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,085.924 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 · price: 02/19/2015 Grant - The option vests 20% annually over a 5 year period beginning on 12/10/2016. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 16:13 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Tax withholdingCommon Stock | 4,391 | $123.59 | $542,683.69 |
DisclosureSEC source: 0001562180-24-008331 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,986.924 Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 19:54 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 8,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008204 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,377.924 F1 · shares: 12/4/2024 - The restricted stock unit award is settled in shares of common stock upon vesting. The awards vest in three annual installments beginning on December 10, 2025. As previously disclosed in the Company's 2019 Proxy Statement, in addition to this time-based award, the officer was also granted a performance-based award, which if earned, would vest in two annual installments beginning on December 8, 2028. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 14:16 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 3.809 | $113.52 | $432.39 |
DisclosureSEC source: 0001562180-24-008024 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,433.924 F1 · price: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 14:16 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GiftCommon Stock | 500 | $123.95 | $61,975.00 |
DisclosureSEC source: 0001562180-24-008024 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,430.115 Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 20:15 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Tax withholdingCommon Stock | 2,933 | $99.94 | $293,124.02 |
DisclosureSEC source: 0001562180-23-008269 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,930.115 Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 19:25 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 0.997 | $103.84 | $103.53 |
DisclosureSEC source: 0001562180-23-008188 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,863.115 Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 19:25 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 19,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-008188 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,862.118 Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 14:59 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 2.736 | $110.80 | $303.15 |
DisclosureSEC source: 0001562180-23-006883 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,468.118 F1 · price: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 14:59 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006883 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,465.382 Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 19:41 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | Tax withholdingCommon Stock | 2,352 | $122.26 | $287,555.52 |
DisclosureSEC source: 0001562180-22-008206 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,865.382 Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 21:17 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 14,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-008166 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,217.382 Read SEC document |
| November 28, 2022 Filed Nov 29, 2022 21:05 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 2.365 | $122.85 | $290.54 |
DisclosureSEC source: 0001562180-22-007923 · primarydocument.xml · nonDerivative · entry 2 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,381.382 F1 · price: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. Read SEC document |
| November 28, 2022 Filed Nov 29, 2022 21:05 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GiftCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-007923 · primarydocument.xml · nonDerivative · entry 1 Nelson Joshua B · CIK 0001902145 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,379.017 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.