Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Itau Unibanco Holding S.A.ITUB · Entity 2938 | Director | March 18, 2026 | May 19, 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.
Itau Unibanco Holding S.A.
Report date March 18, 2026 · Filed May 19, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Preferred shares (ITUB4)SEC Table I · non-derivative | Direct | 1,489,090 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 1,489,090 |
| Common shares (ITUB3)SEC Table I · non-derivative | IndirectBy Corporation | 5,107,553,780 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 5,107,553,780 F1: The reporting person holds these shares indirectly through an indirect controlling shareholder of the issuer which the reporting person controls. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Preferred shares (ITUB4)SEC Table I · non-derivative | IndirectBy Corporation | 191,842 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 191,842 F2: The reporting person holds these shares indirectly through an indirect controlling shareholder of the issuer which the reporting person controls. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person holds these shares indirectly through an indirect controlling shareholder of the issuer which the reporting person controls. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F2: The reporting person holds these shares indirectly through an indirect controlling shareholder of the issuer which the reporting person controls. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| May 08, 2026 Filed May 11, 2026 21:18 UTC | Itau Unibanco Holding S.A. ITUB · Entity 2938 | GrantPreferred shares (ITUB4) | 20,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001292814-26-002943 · ownership.xml · nonDerivative · entry 1 Egydio Setubal Alfredo · CIK 0002121436 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510,088 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.