Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Sr. Executive Vice President | March 08, 2023 | March 10, 2023 |
| MARKETAXESS HOLDINGS INCMKTX · Entity 3821 | Director | August 12, 2026 | August 13, 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.
Bank of New York Mellon Corp
Report date March 08, 2023 · Filed March 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,464 |
Reported balance
After 2023-03-08 transaction · row 1
1 source rowRow 1 · 2023-03-08 · Tax withholding · Disposed 848 · Balance 214,464 F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards.
MARKETAXESS HOLDINGS INC
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.003 per shareSEC Table I · non-derivative | Direct | 4,259 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Gift · Acquired 2,085 · Balance 4,259 |
| Common Stock, par value $0.003 per shareSEC Table I · non-derivative | IndirectBy GRAT | 1,571 |
Reported balance
After 2026-08-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-12 · Gift · Disposed 2,085 · Balance 1,571 |
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 12, 2026 Filed Aug 13, 2026 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GiftCommon Stock, par value $0.003 per share | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-349230 · ownership.xml · nonDerivative · entry 2 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 1,571 Read SEC document |
| August 12, 2026 Filed Aug 13, 2026 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GiftCommon Stock, par value $0.003 per share | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-349230 · ownership.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,259 Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269463 · ownership.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,174 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GiftCommon Stock, par value $0.003 per share | 3,656 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-109397 · ownership.xml · nonDerivative · entry 2 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 3,656 Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GiftCommon Stock, par value $0.003 per share | 3,656 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-109397 · ownership.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784 Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:22 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082360 · ownership.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,440 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070647 · ownership.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,656 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:20 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 581 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035827 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,875 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 21:10 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 848 | $49.80 | $42,230.40 |
DisclosureSEC source: 0001209191-23-017795 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,464 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:12 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,766 | $51.77 | $143,195.82 |
DisclosureSEC source: 0001209191-23-010543 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,312 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:28 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 37,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009742 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,078 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2024. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:19 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,229 | $51.40 | $165,970.60 |
DisclosureSEC source: 0001209191-23-009114 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,323 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:26 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,565 | $51.78 | $132,815.70 |
DisclosureSEC source: 0001209191-23-008383 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,552 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 20:18 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 95,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055795 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,117 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. 50% of the units vest on March 1, 2023 with the remaining 50% of units vesting three years from the grant date. Vested units will be settled in Common Stock three years from the grant date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:30 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035906 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,294 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:25 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,136 | $50.73 | $57,629.28 |
DisclosureSEC source: 0001209191-22-017871 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,969 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. F2 · balance_after: Total reflects an adjustment for updated withholding amount on previously disclosed RSU vesting. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 21:22 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,035 | $62.33 | $313,831.55 |
DisclosureSEC source: 0001209191-22-009783 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,907 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:29 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,233 | $63.47 | $205,198.51 |
DisclosureSEC source: 0001209191-22-009273 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,942 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:24 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,532 | $63.62 | $161,085.84 |
DisclosureSEC source: 0001209191-22-008448 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,175 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 22:10 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 19,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008087 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,707 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2023. Vested units will be settled in Common Stock. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049301 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,048 | $45.63 | $47,820.24 |
DisclosureSEC source: 0001209191-21-019480 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,269 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:22 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,219 | $42.13 | $135,616.47 |
DisclosureSEC source: 0001209191-21-010731 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,317 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:21 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,115 | $41.74 | $130,020.10 |
DisclosureSEC source: 0001209191-21-010141 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,536 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 21:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 20,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009278 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,651 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| September 28, 2020 Filed Sep 30, 2020 20:39 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,427 | $34.29 | $117,511.83 |
DisclosureSEC source: 0001209191-20-052464 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,225 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 21:00 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036654 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 20:16 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044020 · doc4.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,259 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2012 Incentive Plan. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 20:17 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-18-000998 · edgar.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2012 Incentive Plan. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:06 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-17-000799 · edgar.xml · nonDerivative · entry 1 Portney Emily Hope · CIK 0001720194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2012 Incentive Plan. 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.