Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOODYS CORP /DE/MCO · Entity 386 | Director | September 04, 2026 | September 08, 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 September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,239.396 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 10.931 · Balance 5,239.396 F1: RSU deferred dividend reinvestment accrual. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU deferred dividend reinvestment accrual.
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 |
|---|---|---|---|---|---|---|
| March 18, 2021 Filed Mar 19, 2021 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.393 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022045 · doc4.xml · derivative · entry 2 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1.393 Underlying: Common Stock · 1.393 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 9.531 | $289.39 | $2,758.18 |
DisclosureSEC source: 0001209191-21-022045 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,360.338 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 21:15 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 650 | $276.84 | $179,946.00 |
DisclosureSEC source: 0001209191-21-013161 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350.807 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063768 · doc4.xml · derivative · entry 2 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5.907 Underlying: Common Stock · 1.305 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.102 | $277.55 | $583.41 |
DisclosureSEC source: 0001209191-20-063768 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700.807 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 10, 2020 Filed Sep 11, 2020 20:06 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.262 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050128 · doc4.xml · derivative · entry 2 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4.602 Underlying: Common Stock · 1.262 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| September 10, 2020 Filed Sep 11, 2020 20:06 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.033 | $286.39 | $582.23 |
DisclosureSEC source: 0001209191-20-050128 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,698.705 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.301 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035898 · doc4.xml · derivative · entry 2 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3.34 Underlying: Common Stock · 1.301 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 2.096 | $277.27 | $581.16 |
DisclosureSEC source: 0001209191-20-035898 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696.672 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:01 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 2.039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020412 · doc4.xml · derivative · entry 2 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.039 Underlying: Common Stock · 2.039 shares Expires not disclosed F2 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F2 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:01 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 10.576 | $176.29 | $1,864.44 |
DisclosureSEC source: 0001209191-20-020412 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,694.576 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:04 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 642 | $280.42 | $180,029.64 |
DisclosureSEC source: 0001209191-20-011502 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,684 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 21:06 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 2.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-060346 · doc4.xml · derivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7.291 Underlying: Common Stock · 2.2 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 2.415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049294 · doc4.xml · derivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5.091 Underlying: Common Stock · 2.415 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 21:24 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 2.676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036466 · doc4.xml · derivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2.676 Underlying: Common Stock · 2.676 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F1 · derivative.expiration_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 1,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-015516 · doc4.xml · nonDerivative · entry 1 Esperdy Therese · CIK 0001767289 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027 F1 · shares: Exempt grant of restricted stock units. 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.