Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lazard, Inc.LAZ · Entity 4031 | Chief Operating 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 | Direct | 308,034 |
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 3,413 · Balance 308,034 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, 1,087 will vest on or around March 1, 2027, 1,174 will vest on or around March 1, 2028, and 1,152 will vest on or around March 1, 2029. F4: Amount excludes 148,185 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, 1,087 will vest on or around March 1, 2027, 1,174 will vest on or around March 1, 2028, and 1,152 will vest on or around March 1, 2029.
F4: Amount excludes 148,185 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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 23:58 UTC | Lazard, Inc. LAZ · Entity 4031 | Tax withholdingClass A Common Stock | 29,593 | $38.69 | $1,144,953.17 |
DisclosureSEC source: 0001209191-21-017301 · doc4.xml · nonDerivative · entry 2 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,050 F2 · shares: Represents shares of Class A Common Stock withheld by the Company to cover taxes arising from the vesting of RSUs referenced in Footnote (1) and the first sentence of Footnote (7). F3 · price: Represents the New York Stock Exchange closing price of Class A Common Stock on the trading day immediately preceding the vesting date of the RSUs referenced in Footnote (1). Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:58 UTC | Lazard, Inc. LAZ · Entity 4031 | Exercise / conversionClass A Common Stock | 62,959 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-017301 · doc4.xml · nonDerivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,643 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 Class A Common Stock were acquired upon the vesting of the relevant portion of prior grants of Restricted Stock Units ("RSUs"), including certain RSUs that had been acquired pursuant to the dividend equivalent reinvestment provisions of the underlying RSU awards. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 00:16 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 16,197 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-012150 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,933 Underlying: Class A Common Stock · 16,197 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: Of these RSUs, 5,399 will vest on or around March 1, 2023 and 10,798 will vest on or around March 1, 2024. F2 · derivative.expiration_date: Of these RSUs, 5,399 will vest on or around March 1, 2023 and 10,798 will vest on or around March 1, 2024. F3 · balance_after: Amount excludes 14,684 shares of Class A Common Stock directly or indirectly owned by the reporting person. Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 23:29 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 1,888 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-060324 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,736 Underlying: Class A Common Stock · 1,888 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 Class A Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: Of these RSUs, 795 will vest on or around March 1, 2021, 843 will vest on or around March 1, 2022 and 250 will vest on or around March 1, 2023. F3 · derivative.expiration_date: Of these RSUs, 795 will vest on or around March 1, 2021, 843 will vest on or around March 1, 2022 and 250 will vest on or around March 1, 2023. F4 · balance_after: Amount excludes 14,684 shares of Class A Common Stock directly or indirectly owned by the reporting person. Read SEC document |
| August 21, 2020 Filed Aug 25, 2020 22:14 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 2,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-048288 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,848 Underlying: Class A Common Stock · 2,218 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 Class A Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: Of these RSUs, 934 will vest on or around March 1, 2021, 990 will vest on or around March 1, 2022 and 294 will vest on or around March 1, 2023. F3 · derivative.expiration_date: Of these RSUs, 934 will vest on or around March 1, 2021, 990 will vest on or around March 1, 2022 and 294 will vest on or around March 1, 2023. F4 · balance_after: Amount excludes 14,684 shares of Class A Common Stock directly or indirectly owned by the reporting person. Read SEC document |
| May 22, 2020 Filed May 27, 2020 23:09 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 2,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-032428 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,630 Underlying: Class A Common Stock · 2,629 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 Class A Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: Of these RSUs, 1,106 will vest on or around March 1, 2021, 1,174 will vest on or around March 1, 2022 and 349 will vest on or around March 1, 2023. F3 · derivative.expiration_date: Of these RSUs, 1,106 will vest on or around March 1, 2021, 1,174 will vest on or around March 1, 2022 and 349 will vest on or around March 1, 2023. F4 · balance_after: Amount excludes 14,684 shares of Class A Common Stock directly or indirectly owned by the reporting person. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 00:08 UTC | Lazard, Inc. LAZ · Entity 4031 | Exercise / conversionRestricted Stock Units · Derivative | 27,711 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-015680 · doc4.xml · derivative · entry 4 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,001 Underlying: Class A Common Stock · 27,711 shares Expires 2020-03-02 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. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F5 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 00:08 UTC | Lazard, Inc. LAZ · Entity 4031 | Tax withholdingClass A Common Stock | 13,027 | $35.82 | $466,627.14 |
DisclosureSEC source: 0001209191-20-015680 · doc4.xml · nonDerivative · entry 2 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,684 F2 · shares: Represents shares of Class A Common Stock withheld by the Company to cover taxes arising from the vesting of RSUs. F3 · price: Represents the New York Stock Exchange closing price of Class A Common Stock on the trading day immediately preceding the vesting date of the RSUs referenced in Footnote (1). Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 00:08 UTC | Lazard, Inc. LAZ · Entity 4031 | Exercise / conversionClass A Common Stock | 27,711 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-015680 · doc4.xml · nonDerivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,711 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 Class A Common Stock were acquired upon the vesting of the relevant portion of prior grants of Restricted Stock Units ("RSUs"), including certain RSUs that had been acquired pursuant to the dividend equivalent reinvestment provisions of the underlying RSU awards. Read SEC document |
| February 28, 2020 Filed Mar 4, 2020 00:08 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 2,215 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-015680 · doc4.xml · derivative · entry 3 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,712 Underlying: Class A Common Stock · 2,215 shares Expires not disclosed F4 · security: Additional RSUs were acquired pursuant to the dividend equivalent reinvestment provisions of underlying RSU awards. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F5 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F6 · derivative.exercise_date: Of these RSUs, 362 vested on March 2, 2020, 778 will vest on or around March 1, 2021, 829 will vest on or around March 1, 2022 and 246 will vest on or around March 1, 2023. F6 · derivative.expiration_date: Of these RSUs, 362 vested on March 2, 2020, 778 will vest on or around March 1, 2021, 829 will vest on or around March 1, 2022 and 246 will vest on or around March 1, 2023. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 01:03 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 56,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010407 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,497 Underlying: Class A Common Stock · 56,989 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: Of these RSUs, 38,233 will vest on or around March 1, 2022 and 18,756 will vest on or around March 1, 2023. F2 · derivative.expiration_date: Of these RSUs, 38,233 will vest on or around March 1, 2022 and 18,756 will vest on or around March 1, 2023. Read SEC document |
| November 22, 2019 Filed Nov 27, 2019 00:32 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 1,380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-058212 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,508 Underlying: Class A Common Stock · 1,380 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 Class A Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: Of these RSUs, 340 will vest on or around March 2, 2020, 452 will vest on or around March 1, 2021, and 588 will vest on or around March 1, 2022. F3 · derivative.expiration_date: Of these RSUs, 340 will vest on or around March 2, 2020, 452 will vest on or around March 1, 2021, and 588 will vest on or around March 1, 2022. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 22:27 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Stock Units · Derivative | 1,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-046884 · doc4.xml · derivative · entry 1 Soto Alexandra · CIK 0001777410 · Exec Human Capital & Workplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,128 Underlying: Class A Common Stock · 1,545 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 Class A Common Stock. F2 · price: Each RSU represents a contingent right to receive one share of Class A Common Stock. F3 · derivative.exercise_date: Of these RSUs, 380 will vest on or around March 2, 2020, 508 will vest on or around March 1, 2021, and 657 will vest on or around March 1, 2022. F3 · derivative.expiration_date: Of these RSUs, 380 will vest on or around March 2, 2020, 508 will vest on or around March 1, 2021, and 657 will vest on or around March 1, 2022. 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.