Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Exec VP, Glbl Ecomm & Shipping | February 11, 2020 | February 13, 2020 |
| PULTEGROUP INC/MI/PHM · Entity 3207 | Director | May 08, 2026 | May 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.
PITNEY BOWES INC /DE/
Report date February 11, 2020 · Filed February 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,129.6028 |
Ending reported balance
After 2020-02-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-11 · Exercise / conversion · Acquired 30,092 · Balance 56,267.6028 Row 2 · 2020-02-11 · Tax withholding · Disposed 10,138 · Balance 46,129.6028 |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-02-11 · Exercise / conversion · Disposed 11,170 · Balance 0 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: The performance stock units (PSUs) represent a contingent right to receive Pitney Bowes common stock with a 3 year cliff vesting. The shares that will vest are based on the pre-established performance standards set by the Board upon making each award, and could result in more of less shares being issued at the time of the vesting due to the pre-established performance standards. Depending on market-based and nonmarket-based factors, such as achievement of pre-established financial metrics, the resulting number of shares released can range from zero to 200% of the grant, subject to the per individual share grant limit imposed by the Stock Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-11 · Exercise / conversion · Disposed 3,546 · Balance 0 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F3: The third vesting of the three traunches vesting. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 5,274 |
Reported balance
After 2020-02-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-11 · Exercise / conversion · Disposed 5,275 · Balance 5,274 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F4: The second vesting of the three traunches vesting. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 20,202 |
Reported balance
After 2020-02-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-11 · Exercise / conversion · Disposed 10,101 · Balance 20,202 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F5: The first vesting of the three traunches vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock.
F2: The performance stock units (PSUs) represent a contingent right to receive Pitney Bowes common stock with a 3 year cliff vesting. The shares that will vest are based on the pre-established performance standards set by the Board upon making each award, and could result in more of less shares being issued at the time of the vesting due to the pre-established performance standards. Depending on market-based and nonmarket-based factors, such as achievement of pre-established financial metrics, the resulting number of shares released can range from zero to 200% of the grant, subject to the per individual share grant limit imposed by the Stock Plan.
F3: The third vesting of the three traunches vesting.
F4: The second vesting of the three traunches vesting.
F5: The first vesting of the three traunches vesting.
PULTEGROUP INC/MI/
Report date May 08, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,540 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Sale · Disposed 3,339 · Balance 3,540 |
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 07, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionPerformance Stock Units · Derivative | 6,245 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · derivative · entry 7 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,245 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Vesting of performance awards due to the pre-established performance standards being met. F7 · derivative.expiration_date: Vesting of performance awards due to the pre-established performance standards being met. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 1,597 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · derivative · entry 6 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,597 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The final vesting of the three traunches vested. F6 · derivative.expiration_date: The final vesting of the three traunches vested. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 3,011 | $13.17 | $39,654.87 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · nonDerivative · entry 2 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,626.4174 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 7,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · nonDerivative · entry 1 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,637.4174 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · derivative · entry 5 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,403 Underlying: Common Stock · 70,000 shares Expires 2027-02-06 F5 · derivative.exercise_price: The grant price for the stock option was calculated at 100% of the closing price on February 6, 2017 which was $13.16. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantPerformance Stock Units · Derivative | 31,915 | $13.16 | $420,001.40 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · derivative · entry 4 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,789 Underlying: Common Stock · 31,915 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive Pitney Bowes common stock based upon pre-determined performance factors. F4 · derivative.exercise_date: The performance stock units (PSUs) represent a contingent right to receive Pitney Bowes common stock with a 3 year cliff vesting. The shares that will vest are based on the pre-established performance standards set by the Board upon making each award, and could result in more of less shares being issued at the time of the vesting due to the pre-established performance standards. Depending on financial performance, the resulting number of shares released can range from zero to a maximum of 200% of grant. F4 · derivative.expiration_date: The performance stock units (PSUs) represent a contingent right to receive Pitney Bowes common stock with a 3 year cliff vesting. The shares that will vest are based on the pre-established performance standards set by the Board upon making each award, and could result in more of less shares being issued at the time of the vesting due to the pre-established performance standards. Depending on financial performance, the resulting number of shares released can range from zero to a maximum of 200% of grant. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 10,638 | $13.16 | $139,996.08 |
DisclosureSEC source: 0001562180-17-000561 · primarydocument.xml · derivative · entry 3 Snyder Lila · CIK 0001660756 · Exec VP, Glbl Ecomm & Shipping 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,124 Underlying: Common Stock · 10,638 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in February. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in February. 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.