Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | EVP and President of SendTech | September 26, 2026 | September 29, 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.
PITNEY BOWES INC /DE/
Report date September 26, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,308 |
Ending reported balance
After 2026-09-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-26 · Exercise / conversion · Acquired 4,310 · Balance 90,358 Row 2 · 2026-09-26 · Tax withholding · Disposed 1,050 · Balance 89,308 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 8,621 |
Reported balance
After 2026-09-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-26 · Exercise / conversion · Disposed 4,310 · Balance 8,621 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: Vests in three (3) equal installments on September 26, 2026, September 26, 2027, and September 26, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock.
F2: Vests in three (3) equal installments on September 26, 2026, September 26, 2027, and September 26, 2028.
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 |
|---|---|---|---|---|---|---|
| September 26, 2026 Filed Sep 29, 2026 17:36 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 4,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-26-000005 · primarydocument.xml · derivative · entry 3 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,621 Underlying: Common Stock · 4,310 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 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Vests in three (3) equal installments on September 26, 2026, September 26, 2027, and September 26, 2028. F2 · derivative.expiration_date: Vests in three (3) equal installments on September 26, 2026, September 26, 2027, and September 26, 2028. Read SEC document |
| September 26, 2026 Filed Sep 29, 2026 17:36 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,050 | $16.35 | $17,162.25 |
DisclosureSEC source: 0001512662-26-000005 · primarydocument.xml · nonDerivative · entry 2 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,308 Read SEC document |
| September 26, 2026 Filed Sep 29, 2026 17:36 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 4,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-26-000005 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,358 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 |
| September 10, 2026 Filed Sep 11, 2026 16:05 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 10,000 | $16.90 | $168,950.00 |
DisclosureSEC source: 0001512662-26-000004 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,048 F1 · kind: The stock option exercises and broker-assisted sales transactions reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026 during the Company's open window period (the "Trading Plan"). F2 · price: The price reported here is a weighted average price. This transaction was executed in multiple transactions at prices ranging from $16.69 to $17.04, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 05, 2026 Filed Aug 6, 2026 21:13 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 25,000 | $18.07 | $451,700.00 |
DisclosureSEC source: 0001512662-26-000003 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,048 F1 · price: The price reported here is a weighted average price. This transaction was executed in multiple transactions at prices ranging from $18.00 to $18.17, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:59 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 56,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-26-000002 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,180 Underlying: Common Stock · 56,180 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Vests in three (3) equal annual installments beginning on the first anniversary date of the grant, with scheduled vest dates of March 3, 2027, February 22, 2028, and February 27, 2029. F2 · derivative.expiration_date: Vests in three (3) equal annual installments beginning on the first anniversary date of the grant, with scheduled vest dates of March 3, 2027, February 22, 2028, and February 27, 2029. Read SEC document |
| September 26, 2025 Filed Sep 29, 2025 21:36 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 12,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-25-000005 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,931 Underlying: Common Stock · 12,931 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Vests evenly in three (3) annual installments beginning on the anniversary date of the grant, with the first vesting on September 26, 2026. F2 · derivative.expiration_date: Vests evenly in three (3) annual installments beginning on the anniversary date of the grant, with the first vesting on September 26, 2026. Read SEC document |
| September 19, 2025 Filed Sep 23, 2025 20:46 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 10,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-25-000004 · primarydocument.xml · derivative · entry 4 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,461 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 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F3 · derivative.exercise_date: The Restricted Stock Units were granted on May 13, 2025 and were scheduled to cliff vest after one year. The vesting was accelerated on September 19, 2025 in connection with the actions detailed in the Form 8-K filed by the Issuer on September 12, 2025. F3 · derivative.expiration_date: The Restricted Stock Units were granted on May 13, 2025 and were scheduled to cliff vest after one year. The vesting was accelerated on September 19, 2025 in connection with the actions detailed in the Form 8-K filed by the Issuer on September 12, 2025. Read SEC document |
| September 19, 2025 Filed Sep 23, 2025 20:46 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 26,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-25-000004 · primarydocument.xml · derivative · entry 3 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,461 Underlying: Common Stock · 26,008 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 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: The Restricted Stock Units were granted on November 21, 2024 and were scheduled to cliff vest after one year. The vesting was accelerated on September 19, 2025 in connection with the actions detailed in the Form 8-K filed by the Issuer on September 12, 2025. F2 · derivative.expiration_date: The Restricted Stock Units were granted on November 21, 2024 and were scheduled to cliff vest after one year. The vesting was accelerated on September 19, 2025 in connection with the actions detailed in the Form 8-K filed by the Issuer on September 12, 2025. Read SEC document |
| September 19, 2025 Filed Sep 23, 2025 20:46 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 10,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-25-000004 · primarydocument.xml · nonDerivative · entry 2 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,048 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 |
| September 19, 2025 Filed Sep 23, 2025 20:46 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 26,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001512662-25-000004 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · EVP and President of SendTech 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,587 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 |
| May 27, 2025 Filed May 29, 2025 17:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 23,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004257 · primarydocument.xml · derivative · entry 2 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,469 Underlying: Common Stock · 23,810 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 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: The Restricted Stock Units granted May 24, 2024 cliff vested May 27, 2025. F2 · derivative.expiration_date: The Restricted Stock Units granted May 24, 2024 cliff vested May 27, 2025. Read SEC document |
| May 27, 2025 Filed May 29, 2025 17:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 23,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004257 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,246 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 |
| May 13, 2025 Filed May 14, 2025 21:18 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 10,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003828 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,279 Underlying: Common Stock · 10,461 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: The RSUs were granted on May 13, 2025 and have a one year (as defined in the Amended Pitney Bowes Inc. 2024 Stock Plan) cliff vesting. F2 · derivative.expiration_date: The RSUs were granted on May 13, 2025 and have a one year (as defined in the Amended Pitney Bowes Inc. 2024 Stock Plan) cliff vesting. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:01 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 18,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003619 · primarydocument.xml · derivative · entry 2 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,818 Underlying: Common Stock · 18,904 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 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: RSUs granted on May 6, 2024 have a one year (as defined in the Pitney Bowes Inc. Directors' Stock Plan) cliff vesting. F2 · derivative.expiration_date: RSUs granted on May 6, 2024 have a one year (as defined in the Pitney Bowes Inc. Directors' Stock Plan) cliff vesting. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:01 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 18,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003619 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,436 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 |
| November 21, 2024 Filed Nov 25, 2024 23:03 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 26,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-007973 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,722 Underlying: Common Stock · 26,008 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: RSUs granted on November 21, 2024 have a one-year (as defined in the Pitney Bowes Inc. 2024 Stock Plan) cliff vesting. F2 · derivative.expiration_date: RSUs granted on November 21, 2024 have a one-year (as defined in the Pitney Bowes Inc. 2024 Stock Plan) cliff vesting. Read SEC document |
| May 24, 2024 Filed May 28, 2024 19:48 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 23,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004423 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,714 Underlying: Common Stock · 23,810 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · derivative.exercise_date: The RSUs were granted on May 24, 2024 and have a one year (as defined in the Pitney Bowes Inc. 2024 Stock Plan) cliff vesting. F2 · derivative.expiration_date: The RSUs were granted on May 24, 2024 and have a one year (as defined in the Pitney Bowes Inc. 2024 Stock Plan) cliff vesting. Read SEC document |
| May 06, 2024 Filed May 7, 2024 20:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 18,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003867 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,904 Underlying: Common Stock · 18,904 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · derivative.exercise_date: The RSUs were granted on May 6, 2024 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. F2 · derivative.expiration_date: The RSUs were granted on May 6, 2024 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:34 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 30,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003845 · primarydocument.xml · derivative · entry 2 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,769 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · derivative.exercise_date: The RSUs were granted on May 19, 2023 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. F2 · derivative.expiration_date: The RSUs were granted on May 19, 2023 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:34 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 30,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003845 · primarydocument.xml · nonDerivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,240.826 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 |
| May 19, 2023 Filed May 22, 2023 18:51 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 30,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004353 · primarydocument.xml · derivative · entry 1 Everett Todd A. · CIK 0001512662 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,769 Underlying: Common Stock · 30,769 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · derivative.exercise_date: The RSUs were granted on May 19, 2023 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. F2 · derivative.expiration_date: The RSUs were granted on May 19, 2023 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. 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.