Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRICE T ROWE GROUP INCTROW · Entity 3212 | Vice President | May 13, 2026 | May 14, 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.
PRICE T ROWE GROUP INC
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,882.5334 |
Ending reported balance
After 2026-05-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-13 · Grant · Acquired 175.3519 · Balance 86,882.5334 F1: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price. Row 2 · 2026-05-13 · Sale · Disposed 3,000 · Balance 83,882.5334 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the T. Rowe Price Group, Inc. Employee Stock Purchase Plan at the noted weighted-average price.
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 |
|---|---|---|---|---|---|---|
| February 23, 2012 Filed Sep 9, 2021 13:27 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantStock Option · Derivative | 1,478 | $0.00 Strike: $58.17 | $0.00 |
DisclosureSEC source: 0001562180-21-005886 · primarydocument.xml · derivative · entry 6 Jackson Stephon A. · CIK 0001840036 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,696 Underlying: Common Stock · 1,478 shares Expires 2022-02-23 F2 · derivative.exercise_price: As required under the relevant plan and option agreements, the strike price and number of shares subject to outstanding stock options were adjusted by 1.5% on June 24, 2021, the ex-dividend date, as a result of a special dividend that was declared by T. Rowe Price Group, Inc. F4 · derivative.exercise_date: 02/23/2012 Grant - The option vests 20% annually over a 5 year period beginning on 11/1/2013. Read SEC document |
| February 23, 2012 Filed Sep 9, 2021 13:27 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantStock Option · Derivative | 2,218 | $0.00 Strike: $58.17 | $0.00 |
DisclosureSEC source: 0001562180-21-005886 · primarydocument.xml · derivative · entry 5 Jackson Stephon A. · CIK 0001840036 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 2,218 shares Expires 2022-02-23 F2 · derivative.exercise_price: As required under the relevant plan and option agreements, the strike price and number of shares subject to outstanding stock options were adjusted by 1.5% on June 24, 2021, the ex-dividend date, as a result of a special dividend that was declared by T. Rowe Price Group, Inc. F4 · derivative.exercise_date: 02/23/2012 Grant - The option vests 20% annually over a 5 year period beginning on 11/1/2013. Read SEC document |
| September 08, 2011 Filed Sep 9, 2021 13:27 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantStock Option · Derivative | 3,698 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0001562180-21-005886 · primarydocument.xml · derivative · entry 4 Jackson Stephon A. · CIK 0001840036 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,698 Underlying: Common Stock · 3,698 shares Expires 2021-09-08 F2 · derivative.exercise_price: As required under the relevant plan and option agreements, the strike price and number of shares subject to outstanding stock options were adjusted by 1.5% on June 24, 2021, the ex-dividend date, as a result of a special dividend that was declared by T. Rowe Price Group, Inc. F3 · derivative.exercise_date: 09/8/2011 Grant - The option vests 20% annually over a 5 year period beginning on 11/1/2012. 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.