Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOODYS CORP /DE/MCO · Entity 386 | SVP - General Counsel | July 01, 2026 | July 02, 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.
MOODYS CORP /DE/
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,827.88 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Sale · Disposed 157 · Balance 1,827.88 F1: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 3,612.666 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,612.666 |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025.
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 01, 2026 Filed Jul 2, 2026 20:04 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 157 | $455.49 | $71,511.93 |
DisclosureSEC source: 0001990258-26-000013 · wk-form4_1783022668.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,827.88 F1 · kind: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 22:40 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 158 | $453.67 | $71,679.86 |
DisclosureSEC source: 0001990258-26-000011 · wk-form4_1780440022.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,984.88 F1 · kind: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| May 01, 2026 Filed May 4, 2026 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 158 | $466.39 | $73,689.62 |
DisclosureSEC source: 0001990258-26-000009 · wk-form4_1777928862.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,142.88 F1 · kind: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 124 | $437.77 | $54,283.48 |
DisclosureSEC source: 0001990258-26-000007 · wk-form4_1775246440.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,300.88 F1 · kind: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 34 | $437.77 | $14,884.18 |
DisclosureSEC source: 0001990258-26-000007 · wk-form4_1775246440.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,424.88 F1 · kind: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 23:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 375 | $456.71 | $171,266.25 |
DisclosureSEC source: 0001990258-26-000005 · wk-form4_1772665867.xml · nonDerivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,458.88 F3 · shares: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 731.842 | $467.49 | $342,128.82 |
DisclosureSEC source: 0001990258-26-000005 · wk-form4_1772665867.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,833.88 F2 · shares: Withholding of shares to satisfy tax obligation. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001990258-26-000005 · wk-form4_1772665867.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,565.722 F1 · shares: Receipt of shares acquired upon settlement of 2023-2025 Performance Shares and the 2024 Strategic Incentive Award. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 01:22 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantEmployee Stock Option (right to buy) · Derivative | 3,079 | $0.00 Strike: $433.70 | $0.00 |
DisclosureSEC source: 0001990258-26-000003 · wk-form4_1771982559.xml · derivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,079 Underlying: Common Stock · 3,079 shares Expires 2036-02-23 F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 01:22 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0001990258-26-000003 · wk-form4_1771982559.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,257.722 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| October 28, 2025 Filed Oct 29, 2025 20:14 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 26 | $493.90 | $12,841.40 |
DisclosureSEC source: 0001628280-25-047123 · wk-form4_1761768894.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,333.722 F1 · shares: Sale of shares pursuant to a Rule 10b5-1 plan adopted by Mr. Steele on July 29, 2025. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:06 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 26.278 | $478.96 | $12,586.11 |
DisclosureSEC source: 0001628280-25-043684 · wk-form4_1759435594.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,359.722 F1 · shares: Disposition of shares to satisfy tax withholding obligation. Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 730 | $0.00 Strike: $276.84 | $0.00 |
DisclosureSEC source: 0001059556-25-000176 · wk-form4_1753906035.xml · derivative · entry 7 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 730 shares Expires 2031-02-22 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_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 727 | $0.00 Strike: $280.42 | $0.00 |
DisclosureSEC source: 0001059556-25-000176 · wk-form4_1753906035.xml · derivative · entry 6 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 727 shares Expires 2030-02-20 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_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 730 | $509.63 | $372,029.90 |
DisclosureSEC source: 0001059556-25-000176 · wk-form4_1753906035.xml · nonDerivative · entry 4 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,386 Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 730 | $276.84 | $202,093.20 |
DisclosureSEC source: 0001059556-25-000176 · wk-form4_1753906035.xml · nonDerivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,116 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 |
| July 29, 2025 Filed Jul 30, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 727 | $508.02 | $369,330.54 |
DisclosureSEC source: 0001059556-25-000176 · wk-form4_1753906035.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,386 Read SEC document |
| July 29, 2025 Filed Jul 30, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 727 | $280.42 | $203,865.34 |
DisclosureSEC source: 0001059556-25-000176 · wk-form4_1753906035.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,113 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 |
| March 04, 2025 Filed Mar 6, 2025 21:25 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 276.725 | $493.68 | $136,613.60 |
DisclosureSEC source: 0001059556-25-000074 · wk-form4_1741296327.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,386 F1 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $493.6819-$493.805. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:33 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 146.275 | $502.86 | $73,555.85 |
DisclosureSEC source: 0001059556-25-000069 · wk-form4_1741124013.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,662.725 F2 · shares: Disposition of shares to satisfy tax withholding obligation. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:33 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 120 | $502.86 | $60,343.20 |
DisclosureSEC source: 0001059556-25-000069 · wk-form4_1741124013.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,809 F1 · shares: Receipt of shares acquired upon settlement of 2022-2024 Performance Shares. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:40 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantEmployee Stock Option (right to buy) · Derivative | 2,198 | $0.00 Strike: $513.21 | $0.00 |
DisclosureSEC source: 0001059556-25-000037 · wk-form4_1740174009.xml · derivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,198 Underlying: Common Stock · 2,198 shares Expires 2035-02-20 F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 21:40 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 701 | $513.21 | $359,760.21 |
DisclosureSEC source: 0001059556-25-000037 · wk-form4_1740174009.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,689 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:04 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 26.354 | $472.96 | $12,464.39 |
DisclosureSEC source: 0001059556-24-000173 · wk-form4_1727985844.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988 F1 · shares: Disposition of shares to satisfy tax withholding obligation. F2 · balance_after: In addition to the reported transactions, "Amount of Securities Beneficially Owned" reflects the transfer of 25.646 shares from direct ownership to the trust. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:47 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 974 | $0.00 Strike: $173.58 | $0.00 |
DisclosureSEC source: 0001059556-24-000141 · wk-form4_1723236429.xml · derivative · entry 7 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 974 shares Expires 2029-02-25 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_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:47 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 888 | $0.00 Strike: $167.50 | $0.00 |
DisclosureSEC source: 0001059556-24-000141 · wk-form4_1723236429.xml · derivative · entry 6 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 888 shares Expires 2028-02-16 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_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:47 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 974 | $455.38 | $443,535.25 |
DisclosureSEC source: 0001059556-24-000141 · wk-form4_1723236429.xml · nonDerivative · entry 4 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040 Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:47 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 974 | $173.58 | $169,066.92 |
DisclosureSEC source: 0001059556-24-000141 · wk-form4_1723236429.xml · nonDerivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,014 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 |
| August 08, 2024 Filed Aug 9, 2024 20:47 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 888 | $455.48 | $404,466.24 |
DisclosureSEC source: 0001059556-24-000141 · wk-form4_1723236429.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040 Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:47 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 888 | $167.50 | $148,740.00 |
DisclosureSEC source: 0001059556-24-000141 · wk-form4_1723236429.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,928 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 |
| July 29, 2024 Filed Jul 30, 2024 21:20 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,506 | $113.34 Strike: $113.34 | $170,690.04 |
DisclosureSEC source: 0001059556-24-000134 · wk-form4_1722374450.xml · derivative · entry 4 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,506 shares Expires 2027-02-23 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_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| July 29, 2024 Filed Jul 30, 2024 21:20 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 1,506 | $450.13 | $677,895.78 |
DisclosureSEC source: 0001059556-24-000134 · wk-form4_1722374450.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040 Read SEC document |
| July 29, 2024 Filed Jul 30, 2024 21:20 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 1,506 | $113.34 | $170,690.04 |
DisclosureSEC source: 0001059556-24-000134 · wk-form4_1722374450.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,546 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 |
| March 04, 2024 Filed Mar 5, 2024 21:25 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 304.138 | $382.34 | $116,284.12 |
DisclosureSEC source: 0001059556-24-000059 · wk-form4_1709673922.xml · nonDerivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,615.02 F3 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $382.260 - $382.3434. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. F4 · balance_after: In addition to the reported transactions, "Amount of Securities Beneficially Owned" reflects the transfer of 575.02 shares from direct ownership to the trust. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:25 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 503.842 | $380.58 | $191,752.19 |
DisclosureSEC source: 0001059556-24-000059 · wk-form4_1709673922.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,919.158 F2 · shares: Disposition of shares to satisfy tax withholding obligation. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:25 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1,203 | $380.58 | $457,837.74 |
DisclosureSEC source: 0001059556-24-000059 · wk-form4_1709673922.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,423 F1 · shares: Receipt of shares acquired upon settlement of 2021-2023 Performance Shares. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:43 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantEmployee Stock Option (right to buy) · Derivative | 2,007 | $0.00 Strike: $372.16 | $0.00 |
DisclosureSEC source: 0001059556-24-000024 · wk-form4_1708638160.xml · derivative · entry 3 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,007 Underlying: Common Stock · 2,007 shares Expires 2034-02-20 F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:43 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 645 | $372.16 | $240,043.20 |
DisclosureSEC source: 0001059556-24-000024 · wk-form4_1708638160.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 22:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 873 | $0.00 Strike: $80.81 | $0.00 |
DisclosureSEC source: 0001059556-23-000111 · wk-form4_1699567355.xml · derivative · entry 4 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 873 shares Expires 2026-02-12 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_date: One fourth of options vest each year beginning with the date indicated. Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 22:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 873 | $337.88 | $294,969.24 |
DisclosureSEC source: 0001059556-23-000111 · wk-form4_1699567355.xml · nonDerivative · entry 2 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628 Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 22:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Exercise / conversionCommon Stock | 873 | $80.81 | $70,547.13 |
DisclosureSEC source: 0001059556-23-000111 · wk-form4_1699567355.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,501 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 |
| October 01, 2023 Filed Nov 13, 2023 21:56 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 19 | $316.61 | $6,015.59 |
DisclosureSEC source: 0001059556-23-000119 · wk-form4_1699912592.xml · nonDerivative · entry 1 Steele Richard G · CIK 0001990258 · SVP - General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609 F1 · date: Inadvertently filed late due to an administrative error. This Form reflects the reporting person's holdings as of the date of this filing. F2 · shares: Disposition of shares to satisfy tax withholding obligation. 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.