Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BECTON DICKINSON & COBDX · Entity 2498 | Director · Chairman of the Board | December 15, 2020 | December 31, 2020 |
| 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.
BECTON DICKINSON & CO
Report date December 15, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 194,048 |
Reported balance
After 2020-12-15 transaction · row 1
1 source rowRow 1 · 2020-12-15 · Gift · Disposed 268 · Balance 194,048 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 29,275 |
Reported balance
Holding disclosure · report date 2020-12-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,275 |
| Common StockSEC Table I · non-derivative | IndirectSIP Trust | 11,337 |
Reported balance
Holding disclosure · report date 2020-12-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,337 F1: Represents shares of common stock held under the Becton, Dickinson and Company Savings Incentive Plan (the "SIP"). The information presented for the SIP is as of May 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock held under the Becton, Dickinson and Company Savings Incentive Plan (the "SIP"). The information presented for the SIP is as of May 31, 2020.
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 | 8,778.564 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Grant · Acquired 15.187 · Balance 8,778.564 F1: RSU deferred dividend reinvestment accrual. |
| Phantom Stock Units (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 490.359 |
Reported balance
After 2026-09-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-04 · Grant · Acquired 1.379 · Balance 490.359 F2: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3: The security converts to common stock on a one-for-one basis. F4: The units are to be settled in cash after the Reporting Person's retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU deferred dividend reinvestment accrual.
F2: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees.
F3: The security converts to common stock on a one-for-one basis.
F4: The units are to be settled in cash after the Reporting Person's retirement.
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 04, 2026 Filed Sep 8, 2026 20:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.379 | $493.55 | $680.61 |
DisclosureSEC source: 0001628280-26-060899 · wk-form4_1788897798.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490.359 Underlying: Common Stock · 1.379 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| September 04, 2026 Filed Sep 8, 2026 20:03 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 15.187 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-060899 · wk-form4_1788897798.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,778.564 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 20:12 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.5 | $451.35 | $677.03 |
DisclosureSEC source: 0001221787-26-000007 · wk-form4_1780949563.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489.939 Underlying: Common Stock · 1.5 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 20:12 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 16.549 | $0.00 | $0.00 |
DisclosureSEC source: 0001221787-26-000007 · wk-form4_1780949563.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,763.377 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.562 | $430.01 | $671.68 |
DisclosureSEC source: 0001221787-26-000005 · wk-form4_1773778303.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489.256 Underlying: Common Stock · 1.562 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 22.073 | $0.00 | $0.00 |
DisclosureSEC source: 0001221787-26-000005 · wk-form4_1773778303.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,746.828 F1 · shares: RSU deferred dividend reinvestment accrual and dividend equivalents on exempt grant of unvested RSUs, which will vest and settle with the underlying award. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001221787-26-000003 · wk-form4_1772140618.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,724.755 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 12, 2025 Filed Dec 23, 2025 21:39 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.173 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058745 · wk-form4_1766525949.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4.753 Underlying: Common Stock · 1.173 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| December 12, 2025 Filed Dec 23, 2025 21:39 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.267 | $486.60 | $616.52 |
DisclosureSEC source: 0001628280-25-058745 · wk-form4_1766525949.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666.412 Underlying: Common Stock · 1.267 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| December 12, 2025 Filed Dec 23, 2025 21:39 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 11.443 | $486.75 | $5,569.82 |
DisclosureSEC source: 0001628280-25-058745 · wk-form4_1766525949.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,040.755 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 20:12 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.144 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041772 · wk-form4_1757362371.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3.58 Underlying: Common Stock · 1.144 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 20:12 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.23 | $499.03 | $613.81 |
DisclosureSEC source: 0001628280-25-041772 · wk-form4_1757362371.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 485.58 Underlying: Common Stock · 1.23 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 20:12 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 11.156 | $498.37 | $5,559.82 |
DisclosureSEC source: 0001628280-25-041772 · wk-form4_1757362371.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,029.312 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:27 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 0.835 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-25-000144 · wk-form4_1749504394.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2.436 Underlying: Common Stock · 0.835 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:27 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 0.91 | $488.95 | $444.94 |
DisclosureSEC source: 0001059556-25-000144 · wk-form4_1749504394.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484.77 Underlying: Common Stock · 0.91 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:27 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 11.313 | $490.52 | $5,549.25 |
DisclosureSEC source: 0001059556-25-000144 · wk-form4_1749504394.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,018.156 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.276 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-25-000086 · wk-form4_1742242028.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1.276 Underlying: Common Stock · 1.276 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 0.992 | $446.84 | $443.27 |
DisclosureSEC source: 0001059556-25-000086 · wk-form4_1742242028.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484.659 Underlying: Common Stock · 0.992 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 18.622 | $445.10 | $8,288.65 |
DisclosureSEC source: 0001059556-25-000086 · wk-form4_1742242028.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,006.843 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:10 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 604 | $505.31 | $305,207.24 |
DisclosureSEC source: 0001059556-25-000045 · wk-form4_1740431413.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,988.221 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.371 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-24-000210 · wk-form4_1734470249.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6.183 Underlying: Common Stock · 1.371 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 0.824 | $489.02 | $402.95 |
DisclosureSEC source: 0001059556-24-000210 · wk-form4_1734470249.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482.405 Underlying: Common Stock · 0.824 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 8.795 | $491.67 | $4,324.24 |
DisclosureSEC source: 0001059556-24-000210 · wk-form4_1734470249.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,384.221 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-24-000151 · wk-form4_1725999088.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4.812 Underlying: Common Stock · 1.4 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 0.846 | $475.44 | $402.22 |
DisclosureSEC source: 0001059556-24-000151 · wk-form4_1725999088.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481.581 Underlying: Common Stock · 0.846 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 8.985 | $480.40 | $4,316.39 |
DisclosureSEC source: 0001059556-24-000151 · wk-form4_1725999088.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,375.426 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:57 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-24-000102 · wk-form4_1718139413.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3.412 Underlying: Common Stock · 1.66 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:57 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 0.996 | $403.70 | $402.09 |
DisclosureSEC source: 0001059556-24-000102 · wk-form4_1718139413.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482.159 Underlying: Common Stock · 0.996 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 20:57 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 12.651 | $404.47 | $5,116.95 |
DisclosureSEC source: 0001059556-24-000102 · wk-form4_1718139413.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,366.441 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:09 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 2.262 | $382.31 | $864.79 |
DisclosureSEC source: 0001059556-24-000065 · wk-form4_1710792528.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3.753 Underlying: Common Stock · 2.262 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:09 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.04 | $384.16 | $399.53 |
DisclosureSEC source: 0001059556-24-000065 · wk-form4_1710792528.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481.447 Underlying: Common Stock · 1.04 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:09 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 16.423 | $382.31 | $6,278.68 |
DisclosureSEC source: 0001059556-24-000065 · wk-form4_1710792528.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,353.79 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:02 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 788 | $374.40 | $295,027.20 |
DisclosureSEC source: 0001059556-24-000040 · wk-form4_1708642944.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,337.367 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.687 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-23-000129 · wk-form4_1702934223.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7.182 Underlying: Common Stock · 1.687 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. F5 · derivative.expiration_date: Dividend Equivalents accrued on exempt grants of unvested RSUs, which will vest and settle with the underlying awards. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.273 | $389.06 | $495.27 |
DisclosureSEC source: 0001059556-23-000129 · wk-form4_1702934223.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480.192 Underlying: Common Stock · 1.273 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 21:17 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 8.278 | $389.88 | $3,227.43 |
DisclosureSEC source: 0001059556-23-000129 · wk-form4_1702934223.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,549.367 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 21:20 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.924 | $0.00 | $0.00 |
DisclosureSEC source: 0001059556-23-000078 · wk-form4_1694467246.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5.495 Underlying: Common Stock · 1.924 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · 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 08, 2023 Filed Sep 11, 2023 21:20 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.06 | $339.77 | $360.16 |
DisclosureSEC source: 0001059556-23-000078 · wk-form4_1694467246.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480.41 Underlying: Common Stock · 1.06 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: The units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: The units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 21:20 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 9.44 | $341.21 | $3,221.02 |
DisclosureSEC source: 0001059556-23-000078 · wk-form4_1694467246.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,541.089 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036234 · doc4.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3.571 Underlying: Common Stock · 1.952 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · 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 09, 2023 Filed Jun 12, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.081 | $335.48 | $362.65 |
DisclosureSEC source: 0001209191-23-036234 · doc4.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479.3039 Underlying: Common Stock · 1.081 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: These units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: These units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 9.579 | $335.45 | $3,213.28 |
DisclosureSEC source: 0001209191-23-036234 · doc4.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,531.649 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 228 | $307.62 | $70,137.36 |
DisclosureSEC source: 0001209191-23-026910 · doc4.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,522.07 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020214 · doc4.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1.619 Underlying: Common Stock · 1.619 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · 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 17, 2023 Filed Mar 21, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.226 | $294.25 | $360.75 |
DisclosureSEC source: 0001209191-23-020214 · doc4.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479.195 Underlying: Common Stock · 1.226 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: These units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: These units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 20:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 16.477 | $295.41 | $4,867.47 |
DisclosureSEC source: 0001209191-23-020214 · doc4.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,294.07 F1 · shares: RSU deferred dividend reinvestment accrual. Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 21:01 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 621 | $314.22 | $195,130.62 |
DisclosureSEC source: 0001209191-23-007756 · doc4.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,277.593 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantDividend Equivalent · Derivative | 1.405 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061400 · doc4.xml · derivative · entry 3 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5.627 Underlying: Common Stock · 1.405 shares Expires not disclosed F5 · derivative.exercise_price: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · derivative.exercise_date: Dividend Equivalents accrued on exempt grant of unvested RSUs, which will vest and settle with the underlying award. F5 · 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, 2022 Filed Dec 15, 2022 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantPhantom Stock Units (Deferred Compensation) · Derivative | 1.1 | $297.62 | $327.38 |
DisclosureSEC source: 0001209191-22-061400 · doc4.xml · derivative · entry 2 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477.78 Underlying: Common Stock · 1.1 shares Expires not disclosed F2 · security: Phantom Stock Units arising out of the Reporting Person's election to defer receipt of retainer fees. F3 · derivative.exercise_price: The security converts to common stock on a one-for-one basis. F4 · derivative.exercise_date: These units are to be settled in cash after the Reporting Person's retirement. F4 · derivative.expiration_date: These units are to be settled in cash after the Reporting Person's retirement. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 8.282 | $300.07 | $2,485.18 |
DisclosureSEC source: 0001209191-22-061400 · doc4.xml · nonDerivative · entry 1 FORLENZA VINCENT A · CIK 0001221787 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,656.593 F1 · shares: RSU deferred dividend reinvestment accrual. 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.