Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Sr. Executive Vice President | April 17, 2026 | April 21, 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.
Bank of New York Mellon Corp
Report date April 17, 2026 · Filed April 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,612.761 |
Ending reported balance
After 2026-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-17 · Gift · Disposed 1,000 · Balance 75,116.761 F1: Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund. Row 2 · 2026-04-17 · Sale · Disposed 12,504 · Balance 62,612.761 F2: Represents the weighted average price of shares sold with actual prices ranging from $136.78 to $137.22. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 1,806.0786 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,806.0786 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund.
F2: Represents the weighted average price of shares sold with actual prices ranging from $136.78 to $137.22. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range.
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 |
|---|---|---|---|---|---|---|
| April 17, 2026 Filed Apr 21, 2026 20:44 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 12,504 | $137.01 | $1,713,155.53 |
DisclosureSEC source: 0001193125-26-167042 · ownership.xml · nonDerivative · entry 2 Perez Alejandro · CIK 0002129935 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,612.761 F2 · price: Represents the weighted average price of shares sold with actual prices ranging from $136.78 to $137.22. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| April 17, 2026 Filed Apr 21, 2026 20:44 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-167042 · ownership.xml · nonDerivative · entry 1 Perez Alejandro · CIK 0002129935 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,116.761 F1 · kind: Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund. 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.