Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Itau Unibanco Holding S.A.ITUB · Entity 2938 | SMEs Officer (retail segment) | September 08, 2026 | September 09, 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.
Itau Unibanco Holding S.A.
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Preferred shares (ITUB4)SEC Table I · non-derivative | Direct | 933,371 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Sale · Disposed 74,643 · Balance 933,371 F1: The price is denominated in Brazilian reais and has been translated into U.S. dollars at the September 8, 2026 selling rate of R$5.0856 per US$1.00, as reported by the Central Bank of Brazil. |
Filing footnotes · ownership attribution and instrument terms
F1: The price is denominated in Brazilian reais and has been translated into U.S. dollars at the September 8, 2026 selling rate of R$5.0856 per US$1.00, as reported by the Central Bank of Brazil.
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 08, 2026 Filed Sep 9, 2026 21:07 UTC | Itau Unibanco Holding S.A. ITUB · Entity 2938 | SalePreferred shares (ITUB4) | 74,643 | $8.38 | $625,508.34 |
DisclosureSEC source: 0001292814-26-004510 · ownership.xml · nonDerivative · entry 1 Orestes Vanzo Carlos · CIK 0002120881 · SMEs Officer (retail segment) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 933,371 F1 · price: The price is denominated in Brazilian reais and has been translated into U.S. dollars at the September 8, 2026 selling rate of R$5.0856 per US$1.00, as reported by the Central Bank of Brazil. Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 21:04 UTC | Itau Unibanco Holding S.A. ITUB · Entity 2938 | SalePreferred shares (ITUB4) | 60,000 | $8.24 | $494,400.00 |
DisclosureSEC source: 0001292814-26-003711 · ownership.xml · nonDerivative · entry 1 Orestes Vanzo Carlos · CIK 0002120881 · SMEs Officer (retail segment) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008,014 F1 · price: The price is denominated in Brazilian reais and has been translated into U.S. dollars at the July 7, 2026 selling rate of R$5.1458 per US$1.00, as reported by the Central Bank of Brazil. 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.