Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lazard, Inc.LAZ · Entity 4031 | Chief Financial Officer | August 14, 2026 | August 18, 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.
Lazard, Inc.
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 38,395 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 426 · Balance 38,395 F1: Additional Restricted Stock Units ("RSUs") were acquired pursuant to the dividend equivalent reinvestment provisions of underlying RSU awards. F2: Each RSU represents a contingent right to receive one share of Common Stock. F3: Of these RSUs, 233 will vest on or around March 1, 2027, 146 will vest on or around March 1, 2028, and 47 will vest on or around March 1, 2029. F4: Amount excludes 2,889 shares of Common Stock directly or indirectly beneficially owned by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Additional Restricted Stock Units ("RSUs") were acquired pursuant to the dividend equivalent reinvestment provisions of underlying RSU awards.
F2: Each RSU represents a contingent right to receive one share of Common Stock.
F3: Of these RSUs, 233 will vest on or around March 1, 2027, 146 will vest on or around March 1, 2028, and 47 will vest on or around March 1, 2029.
F4: Amount excludes 2,889 shares of Common Stock directly or indirectly beneficially owned by the reporting person.
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 14, 2026 Filed Aug 18, 2026 22:58 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 426 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001628280-26-057799 · wk-form4_1787093932.xml · derivative · entry 1 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,395 Underlying: Common Stock · 426 shares Expires not disclosed F1 · security: Additional Restricted Stock Units ("RSUs") were acquired pursuant to the dividend equivalent reinvestment provisions of underlying RSU awards. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: Of these RSUs, 233 will vest on or around March 1, 2027, 146 will vest on or around March 1, 2028, and 47 will vest on or around March 1, 2029. F3 · derivative.expiration_date: Of these RSUs, 233 will vest on or around March 1, 2027, 146 will vest on or around March 1, 2028, and 47 will vest on or around March 1, 2029. F4 · balance_after: Amount excludes 2,889 shares of Common Stock directly or indirectly beneficially owned by the reporting person. Read SEC document |
| May 22, 2026 Filed May 26, 2026 20:35 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 393 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001628280-26-038145 · wk-form4_1779827752.xml · derivative · entry 1 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,969 Underlying: Common Stock · 393 shares Expires not disclosed F1 · security: Additional Restricted Stock Units ("RSUs") were acquired pursuant to the dividend equivalent reinvestment provisions of underlying RSU awards. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: Of these RSUs, 214 will vest on or around March 1, 2027; 135 will vest on or around March 1, 2028; and 44 will vest on or around March 1, 2029. F3 · derivative.expiration_date: Of these RSUs, 214 will vest on or around March 1, 2027; 135 will vest on or around March 1, 2028; and 44 will vest on or around March 1, 2029. F4 · balance_after: Amount excludes 2,889 shares of Common Stock directly or indirectly beneficially owned by the reporting person. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 21:58 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 12,982 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001628280-26-019555 · wk-form4_1773871119.xml · derivative · entry 1 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,576 Underlying: Common Stock · 12,982 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Common Stock. F2 · derivative.exercise_date: Of these RSUs, 4,327 will vest on or around March 1, 2027, 4,327 will vest on or around March 1, 2028, and 4,328 will vest on or around March 1, 2029. F2 · derivative.expiration_date: Of these RSUs, 4,327 will vest on or around March 1, 2027, 4,327 will vest on or around March 1, 2028, and 4,328 will vest on or around March 1, 2029. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:01 UTC | Lazard, Inc. LAZ · Entity 4031 | Exercise / conversionRestricted Stock Units · Derivative | 5,903 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001628280-26-014814 · wk-form4_1772665278.xml · derivative · entry 3 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,594 Underlying: Common Stock · 5,903 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of Common Stock. F5 · derivative.exercise_date: RSUs vested on March 2, 2026. F5 · derivative.expiration_date: RSUs vested on March 2, 2026. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:01 UTC | Lazard, Inc. LAZ · Entity 4031 | Tax withholdingCommon Stock | 3,014 | $50.60 | $152,508.40 |
DisclosureSEC source: 0001628280-26-014814 · wk-form4_1772665278.xml · nonDerivative · entry 2 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,889 F2 · shares: Represents shares of Common Stock withheld by the Company to cover taxes arising from the vesting of RSUs referenced in Footnote (1). F3 · price: Represents the New York Stock Exchange closing price of Common Stock on the trading day immediately preceding the vesting date of RSUs referenced in Footnote (1). Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:01 UTC | Lazard, Inc. LAZ · Entity 4031 | Exercise / conversionCommon Stock | 5,903 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-014814 · wk-form4_1772665278.xml · nonDerivative · entry 1 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,903 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: Shares of Common Stock were acquired upon the vesting of the relevant portion of prior grants of Restricted Stock Units ("RSUs"), including RSUs that had been acquired pursuant to the dividend equivalent reinvestment provisions of the underlying awards. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 22:15 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010736 · wk-form4_1771884948.xml · derivative · entry 1 Farr Tracy · CIK 0002106739 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,497 Underlying: Common Stock · 295 shares Expires not disclosed F1 · security: Additional Restricted Stock Units ("RSUs") were acquired pursuant to the dividend equivalent reinvestment provisions of underlying RSU awards. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: Of these RSUs, 58 will vest on or around March 2, 2026, 155 will vest on or around March 1, 2027, and 82 will vest on or around March 1, 2028. F3 · derivative.expiration_date: Of these RSUs, 58 will vest on or around March 2, 2026, 155 will vest on or around March 1, 2027, and 82 will vest on or around March 1, 2028. 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.