Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924 | Director | October 01, 2026 | October 05, 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.
PNC FINANCIAL SERVICES GROUP, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectDeferred Compensation Plan | 21,560 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 176 · Balance 21,560 F1: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") common stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2: Includes phantom stock units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4. |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectDeferred Stock Unit Plan | 6,517 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 6,517 F1: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") common stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F3: Includes phantom stock units acquired by the reporting person as dividend equivalents under the PNC Outside Directors Deferred Stock Unit Plan in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 12,743 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 12,743 F4: Deferred stock units ("DSUs") granted pursuant to the PNC Directors Deferred Stock Unit Program (the "Program") under PNC's equity incentive plan. Each DSU represents the right to receive at retirement one share of PNC common stock, or in limited circumstances cash equal to the fair market value of one share of PNC common stock on the payment determination date, pursuant to the terms of the Program. F5: Includes DSUs acquired by the reporting person as dividend equivalents under the Program in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") common stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire.
F2: Includes phantom stock units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4.
F3: Includes phantom stock units acquired by the reporting person as dividend equivalents under the PNC Outside Directors Deferred Stock Unit Plan in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4.
F4: Deferred stock units ("DSUs") granted pursuant to the PNC Directors Deferred Stock Unit Program (the "Program") under PNC's equity incentive plan. Each DSU represents the right to receive at retirement one share of PNC common stock, or in limited circumstances cash equal to the fair market value of one share of PNC common stock on the payment determination date, pursuant to the terms of the Program.
F5: Includes DSUs acquired by the reporting person as dividend equivalents under the Program in transactions exempt from reporting that occurred after the date of the reporting person's most recent filing on Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ASSURED GUARANTY LTD
Report date August 06, 2020 · Filed August 11, 2020
Section 16 reporting ended · disclosed 2020-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Forward contract (obligation to sell to Issuer)SEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
After 2020-08-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-08-06 · Grant · Acquired Not disclosed · Balance Not disclosed F1: Pursuant to the separation agreement dated August 6, 2020 by and between the Reporting Person, Assured Guaranty Ltd. ("Issuer") and certain of Issuer's subsidiaries (such subsidiaries, together with Issuer, the "Company"), the Reporting Person agreed to transfer to the Issuer on December 31, 2020 (or as soon as reasonably practicable thereafter) common shares of Issuer, par value $0.01 per share ("Common Shares"), with a value equal to $12,000,000 in substitution of the Reporting Person's existing obligation to deliver $24,000,000 of interests in certain investment vehicles to the Company under the terms of the Reporting Person's employment agreement dated August 7, 2019 with the Company. F2: The price per share of the Common Shares transferred to Issuer will be determined based on the volume weighted average trade price per Common Share on the New York Stock Exchange ("NYSE") (calculated to the nearest one-hundredth of a cent) for the first 10 NYSE trading days in the month of December 2020. In the event that $12,000,000 exceeds the value of the Common Shares held by the Reporting Person and transferred to Issuer, the Reporting Person has agreed to pay to the Company an amount in cash equal to the excess of $12,000,000 over the value of the Common Shares transferred to Issuer (with the price per share of such Common Shares measured in accordance with the above). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the separation agreement dated August 6, 2020 by and between the Reporting Person, Assured Guaranty Ltd. ("Issuer") and certain of Issuer's subsidiaries (such subsidiaries, together with Issuer, the "Company"), the Reporting Person agreed to transfer to the Issuer on December 31, 2020 (or as soon as reasonably practicable thereafter) common shares of Issuer, par value $0.01 per share ("Common Shares"), with a value equal to $12,000,000 in substitution of the Reporting Person's existing obligation to deliver $24,000,000 of interests in certain investment vehicles to the Company under the terms of the Reporting Person's employment agreement dated August 7, 2019 with the Company.
F2: The price per share of the Common Shares transferred to Issuer will be determined based on the volume weighted average trade price per Common Share on the New York Stock Exchange ("NYSE") (calculated to the nearest one-hundredth of a cent) for the first 10 NYSE trading days in the month of December 2020. In the event that $12,000,000 exceeds the value of the Common Shares held by the Reporting Person and transferred to Issuer, the Reporting Person has agreed to pay to the Company an amount in cash equal to the excess of $12,000,000 over the value of the Common Shares transferred to Issuer (with the price per share of such Common Shares measured in accordance with the above).
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 21:01 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | GrantPhantom Stock Unit · Derivative | 245 | $117.97 | $28,902.65 |
DisclosureSEC source: 0001209191-17-001945 · doc4.xml · derivative · entry 1 Feldstein Andrew T · CIK 0001584585 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,947 Underlying: $5 Par Common Stock · 245 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 27 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:04 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | GrantPhantom Stock Unit · Derivative | 323 | $89.40 | $28,876.20 |
DisclosureSEC source: 0001209191-16-144864 · doc4.xml · derivative · entry 1 Feldstein Andrew T · CIK 0001584585 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,675 Underlying: $5 Par Common Stock · 323 shares Expires not disclosed F1 · derivative.exercise_price: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.exercise_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F1 · derivative.expiration_date: One phantom stock unit is the economic equivalent of one share of The PNC Financial Services Group, Inc. ("PNC") Common Stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F2 · balance_after: Includes an aggregate of 28 Phantom Stock Units acquired by the reporting person as dividend equivalents under the PNC Deferred Compensation Plan subsequent to the date of the reporting person's most recent filing on Form 4. 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.