Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKETAXESS HOLDINGS INCMKTX · Entity 3821 | Director | June 10, 2026 | June 12, 2026 |
| WisdomTree, Inc.WETF · Entity 4093 | Director | June 19, 2018 | June 20, 2018 |
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.
MARKETAXESS HOLDINGS INC
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.003 per shareSEC Table I · non-derivative | Direct | 12,074 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 1,390 · Balance 12,074 F1: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan.
WisdomTree, Inc.
Report date June 19, 2018 · Filed June 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,607 |
Reported balance
After 2018-06-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-19 · Grant · Acquired 8,936 · Balance 149,607 F1: Includes restricted stock award which vests as to 8,936 shares on June 19, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock award which vests as to 8,936 shares on June 19, 2019.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-269456 · ownership.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,074 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:20 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082362 · ownership.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,684 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070655 · ownership.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,900 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:20 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 581 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035820 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,119 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 21:29 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | SaleCommon Stock, par value $0.003 per share | 1,000 | $348.73 | $348,730.00 |
DisclosureSEC source: 0001209191-23-007799 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,538 F1 · price: The transactions were executed in multiple trades at prices ranging from $348.72 to $348.84. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:30 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035904 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,538 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:03 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049268 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,041 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 21:00 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036649 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,741 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2020 Equity Incentive Plan. Read SEC document |
| May 15, 2020 Filed May 15, 2020 20:07 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GiftCommon Stock, par value $0.003 per share | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029712 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,503 Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 20:11 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 324 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044009 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2012 Incentive Plan. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 20:21 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-18-001004 · edgar.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,329 F1 · price: Represents a grant of restricted stock pursuant to the Company's 2012 Incentive Plan. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 22:18 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 8,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038862 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,607 F1 · balance_after: Includes restricted stock award which vests as to 8,936 shares on June 19, 2019. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 20:15 UTC | MARKETAXESS HOLDINGS INC MKTX · Entity 3821 | GrantCommon Stock, par value $0.003 per share | 518 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-17-000605 · edgar.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,731 F1 · price: Represents a grant of restricted stock units pursuant to the Company's 2012 Incentive Plan. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 15:59 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 10,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041167 · doc4.xml · nonDerivative · entry 1 Begleiter Steven L · CIK 0001525962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,671 F1 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. 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.