Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBNY · Entity 2899 | Director | October 01, 2026 | October 05, 2026 |
| Fidelity National Information Services, Inc.FIS · Entity 3247 | Director | July 15, 2026 | July 16, 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,220.2828 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 286.6176 · Balance 43,220.2828 F1: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock.
Fidelity National Information Services, Inc.
Report date July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,112 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Purchase · Acquired 1,386 · Balance 17,112 F1: Reporting person elected to purchase FIS stock in lieu of the quarterly cash retainer paid to him as Independent Chairman of the Board of Directors. This purchase was transacted under a 10b5-1 plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person elected to purchase FIS stock in lieu of the quarterly cash retainer paid to him as Independent Chairman of the Board of Directors. This purchase was transacted under a 10b5-1 plan.
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 |
|---|---|---|---|---|---|---|
| April 19, 2021 Filed Apr 21, 2021 20:28 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 3,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-027786 · doc4.xml · derivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,567.348 Underlying: Common Stock · 3,952 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2022 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2022 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:38 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 763.64 | $47.47 | $36,249.99 |
DisclosureSEC source: 0001209191-21-025164 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,511.0577 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 895.645 | $40.47 | $36,246.75 |
DisclosureSEC source: 0001209191-21-007265 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,573.6697 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:35 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 951.127 | $34.17 | $32,500.01 |
DisclosureSEC source: 0001209191-20-053633 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,499.0717 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 864.592 | $37.59 | $32,500.01 |
DisclosureSEC source: 0001209191-20-040349 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,368.3547 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:22 UTC | Fidelity National Information Services, Inc. FIS · Entity 3247 | GrantRestricted Stock Units · Derivative | 1,094 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001136893-20-000172 · wf-form4_159225253076863.xml · derivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094 Underlying: Common Stock · 1,094 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2 · derivative.exercise_date: This restricted stock units vest in full on June 12, 2021. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. F2 · derivative.expiration_date: This restricted stock units vest in full on June 12, 2021. The reporting person elected to defer distribution of the vested common stock until the end of service as a director. Read SEC document |
| April 17, 2020 Filed Apr 21, 2020 20:30 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 4,947 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-025256 · doc4.xml · derivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,795.191 Underlying: Common Stock · 4,947 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2021 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2021 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:41 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 993.884 | $32.70 | $32,500.01 |
DisclosureSEC source: 0001209191-20-023192 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,321.9497 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:49 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 1,050.557 | $45.21 | $47,495.68 |
DisclosureSEC source: 0001209191-20-006948 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,208.9137 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:43 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 743.197 | $43.73 | $32,500.00 |
DisclosureSEC source: 0001209191-19-052272 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,044.9467 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:25 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 730.83 | $44.47 | $32,500.01 |
DisclosureSEC source: 0001209191-19-040866 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,185.0647 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:38 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 3,201 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-025488 · doc4.xml · derivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,349.931 Underlying: Common Stock · 3,201 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2020 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2020 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 631.558 | $51.46 | $32,499.97 |
DisclosureSEC source: 0001209191-19-023184 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,358.2346 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 807.6776 | $52.62 | $42,500.00 |
DisclosureSEC source: 0001209191-19-007375 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,646.1806 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:43 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 626.204 | $51.90 | $32,499.99 |
DisclosureSEC source: 0001209191-18-053852 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,753.425 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 600.85 | $54.09 | $32,499.98 |
DisclosureSEC source: 0001209191-18-041677 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,050.256 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| April 20, 2018 Filed Apr 24, 2018 20:54 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 2,345 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-025971 · doc4.xml · derivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,816.4225 Underlying: Common Stock · 2,345 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2019 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2019 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:32 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 648.0558 | $50.15 | $32,500.00 |
DisclosureSEC source: 0001209191-18-023682 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,393.2791 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:51 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 739.2921 | $57.50 | $42,509.30 |
DisclosureSEC source: 0001209191-18-007541 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,691.3901 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:35 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 605.7782 | $53.65 | $32,500.00 |
DisclosureSEC source: 0001209191-17-055864 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,896.0287 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:05 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 627.0499 | $51.83 | $32,500.00 |
DisclosureSEC source: 0001209191-17-044127 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,238.736 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 20:33 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantDeferred Stock Units · Derivative | 2,780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-028123 · doc4.xml · derivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,233.1936 Underlying: Common Stock · 2,780 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F3 · price: N/A. F2 · derivative.exercise_date: The deferred stock units vest on the earlier of the date of the Corporation's 2018 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. F2 · derivative.expiration_date: The deferred stock units vest on the earlier of the date of the Corporation's 2018 Annual Meeting of Shareholders or one year from the grant date. Vested deferred stock units are payable in shares of Common Stock either in a lump sum or, if the grantee has so elected, in annual installments, in each case beginning of the 30th day following grantee's termination of service as a director of the Corporation. Deferred stock units pay dividend equivalents which are reinvested in additional deferred stock units. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:51 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 689.582 | $47.13 | $32,500.00 |
DisclosureSEC source: 0001209191-17-025690 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,568.5583 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 22:03 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 943.8183 | $45.02 | $42,490.70 |
DisclosureSEC source: 0001209191-17-007701 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,841.8746 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation common stock. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:11 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCOMMON STOCK | 818.8461 | $39.69 | $32,500.00 |
DisclosureSEC source: 0001209191-16-145057 · doc4.xml · nonDerivative · entry 1 Goldstein Jeffrey A · CIK 0001375299 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,861.9164 F1 · shares: Phantom stock acquired pursuant to prior election under The Bank of New York Mellon Corporation Deferred Compensation Plan for Directors payable at a specified date in shares of The Bank of New York Mellon Corporation 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.