Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBNY · Entity 2899 | Chief Financial Officer | July 29, 2026 | July 31, 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 July 29, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,727.25 |
Reported balance
After 2026-07-29 transaction · row 1
1 source rowRow 1 · 2026-07-29 · Gift · Disposed 31,800 · Balance 248,727.25 F1: The reporting person contributed shares of Common Stock to a family trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 31,800 |
Reported balance
After 2026-07-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-07-29 · Gift · Acquired 31,800 · Balance 31,800 F1: The reporting person contributed shares of Common Stock to a family trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 22,800 |
Reported balance
After 2026-07-29 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-07-29 · Sale · Disposed 9,000 · Balance 22,800 F2: Represents the weighted average price of shares sold with actual prices ranging from $153.35 to $154.26. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold by the family trust at each separate price within the ranges set forth in footnotes (2) through (5) to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 17,503 |
Reported balance
After 2026-07-29 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-07-29 · Sale · Disposed 5,297 · Balance 17,503 F3: Represents the weighted average price of shares sold with actual prices ranging from $154.41 to $155.38. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 7,200 |
Reported balance
After 2026-07-29 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-07-29 · Sale · Disposed 10,303 · Balance 7,200 F4: Represents the weighted average price of shares sold with actual prices ranging from $155.45 to $156.43. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 0 |
Reported balance
After 2026-07-29 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-07-29 · Sale · Disposed 7,200 · Balance 0 F5: Represents the weighted average price of shares sold with actual prices ranging from $156.45 to $157.18. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person contributed shares of Common Stock to a family trust.
F2: Represents the weighted average price of shares sold with actual prices ranging from $153.35 to $154.26. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold by the family trust at each separate price within the ranges set forth in footnotes (2) through (5) to this Form 4.
F3: Represents the weighted average price of shares sold with actual prices ranging from $154.41 to $155.38.
F4: Represents the weighted average price of shares sold with actual prices ranging from $155.45 to $156.43.
F5: Represents the weighted average price of shares sold with actual prices ranging from $156.45 to $157.18.
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 |
|---|---|---|---|---|---|---|
| July 29, 2026 Filed Jul 31, 2026 20:15 UTC | Bank of New York Mellon Corp BNY · Entity 2899 | SaleCommon Stock | 7,200 | $156.68 | $1,128,074.40 |
DisclosureSEC source: 0001193125-26-328608 · ownership.xml · nonDerivative · entry 6 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 0 F5 · price: Represents the weighted average price of shares sold with actual prices ranging from $156.45 to $157.18. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 20:15 UTC | Bank of New York Mellon Corp BNY · Entity 2899 | SaleCommon Stock | 10,303 | $155.76 | $1,604,796.31 |
DisclosureSEC source: 0001193125-26-328608 · ownership.xml · nonDerivative · entry 5 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 7,200 F4 · price: Represents the weighted average price of shares sold with actual prices ranging from $155.45 to $156.43. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 20:15 UTC | Bank of New York Mellon Corp BNY · Entity 2899 | SaleCommon Stock | 5,297 | $154.90 | $820,491.00 |
DisclosureSEC source: 0001193125-26-328608 · ownership.xml · nonDerivative · entry 4 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 17,503 F3 · price: Represents the weighted average price of shares sold with actual prices ranging from $154.41 to $155.38. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 20:15 UTC | Bank of New York Mellon Corp BNY · Entity 2899 | SaleCommon Stock | 9,000 | $153.78 | $1,384,064.10 |
DisclosureSEC source: 0001193125-26-328608 · ownership.xml · nonDerivative · entry 3 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 22,800 F2 · price: Represents the weighted average price of shares sold with actual prices ranging from $153.35 to $154.26. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold by the family trust at each separate price within the ranges set forth in footnotes (2) through (5) to this Form 4. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 20:15 UTC | Bank of New York Mellon Corp BNY · Entity 2899 | GiftCommon Stock | 31,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-328608 · ownership.xml · nonDerivative · entry 2 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 31,800 F1 · kind: The reporting person contributed shares of Common Stock to a family trust. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 20:15 UTC | Bank of New York Mellon Corp BNY · Entity 2899 | GiftCommon Stock | 31,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-328608 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,727.25 F1 · kind: The reporting person contributed shares of Common Stock to a family trust. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 27,684 | $119.10 | $3,297,164.40 |
DisclosureSEC source: 0001193125-26-088422 · ownership.xml · nonDerivative · entry 2 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,527.25 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,109 | $119.10 | $608,481.90 |
DisclosureSEC source: 0001193125-26-088422 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,211.25 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:03 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 31,421 | $115.54 | $3,630,382.34 |
DisclosureSEC source: 0001193125-26-072025 · ownership.xml · nonDerivative · entry 2 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,320.25 F2 · shares: Shares withheld in payment of tax liability. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:03 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 56,818.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-072025 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,741.25 F1 · shares: Represents Performance Share Units granted in February 2023 for which performance goals have been achieved, as certified on February 23, 2026. Each unit represents the right to one share of the issuer's common stock. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 6,776 | $117.74 | $797,806.24 |
DisclosureSEC source: 0001193125-26-057202 · ownership.xml · nonDerivative · entry 3 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,923 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, 2026 Filed Feb 18, 2026 21:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 9,228 | $117.74 | $1,086,504.72 |
DisclosureSEC source: 0001193125-26-057202 · ownership.xml · nonDerivative · entry 2 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,699 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, 2026 Filed Feb 18, 2026 21:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,858 | $117.74 | $689,720.92 |
DisclosureSEC source: 0001193125-26-057202 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,927 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:44 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 37,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037744 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,785 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units are scheduled to vest in annual increments of one-third beginning on February 15, 2027. Vested units will be settled in Common Stock. Read SEC document |
| October 31, 2025 Filed Nov 3, 2025 21:34 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GiftCommon Stock | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-262659 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,061 F1 · kind: Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:14 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 34,080 | $88.95 | $3,031,416.00 |
DisclosureSEC source: 0000950170-25-032030 · ownership.xml · nonDerivative · entry 2 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,998 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:14 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,109 | $88.95 | $454,445.55 |
DisclosureSEC source: 0000950170-25-032030 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,078 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, 2025 Filed Feb 19, 2025 21:07 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 9,228 | $87.84 | $810,587.52 |
DisclosureSEC source: 0000950170-25-023154 · ownership.xml · nonDerivative · entry 2 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,187 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, 2025 Filed Feb 19, 2025 21:07 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,858 | $87.84 | $514,566.72 |
DisclosureSEC source: 0000950170-25-023154 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,415 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 22:01 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 36,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014632 · ownership.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,273 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units are scheduled to vest in annual increments of one-third beginning on February 15, 2026. Vested units will be settled in Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,109 | $55.64 | $284,264.76 |
DisclosureSEC source: 0001209191-24-004177 · doc4.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,516 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, 2024 Filed Feb 20, 2024 21:33 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,859 | $55.29 | $323,944.11 |
DisclosureSEC source: 0001209191-24-003532 · doc4.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,625 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 50,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002653 · doc4.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,484 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2025. Vested units will be settled in Common Stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:11 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 27,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015432 · doc4.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,424 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest annual increments of one-third. Vested units will be settled in Common Stock. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:28 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 31,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009741 · doc4.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,712 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 |
| December 01, 2022 Filed Dec 5, 2022 21:23 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 191,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059686 · doc4.xml · nonDerivative · entry 1 McDonogh Dermot · CIK 0001952067 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,932 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units are scheduled to vest as follows: 61,626 units on 2/28/2025; 50,060 units on 2/28/2026; 36,919 units on 2/28/2027; 26,213 units on 2/28/2028; and 17,114 units on 2/28/2029. Vested units will be settled in Common Stock. 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.