Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Senior Executive VP | 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 | 15,206 |
Reported balance
After 2026-04-17 transaction · row 1
1 source rowRow 1 · 2026-04-17 · Sale · Disposed 297 · Balance 15,206 F1: Represents the weighted average price of shares sold with actual prices ranging from $137.04 to $137.08. 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) | 70.9054 |
Reported balance
Holding disclosure · report date 2026-04-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70.9054 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average price of shares sold with actual prices ranging from $137.04 to $137.08. 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 20:41 UTC | Bank of New York Mellon Corp BK · Entity 2899 | SaleCommon Stock | 297 | $137.05 | $40,704.77 |
DisclosureSEC source: 0001193125-26-167029 · ownership.xml · nonDerivative · entry 1 Hobbs Shannon Marie · CIK 0002026089 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,206 F1 · price: Represents the weighted average price of shares sold with actual prices ranging from $137.04 to $137.08. 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 |
| February 15, 2026 Filed Feb 18, 2026 21:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,241 | $117.74 | $146,115.34 |
DisclosureSEC source: 0001193125-26-057222 · ownership.xml · nonDerivative · entry 1 Hobbs Shannon Marie · CIK 0002026089 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,503 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:38 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 9,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037723 · ownership.xml · nonDerivative · entry 1 Hobbs Shannon Marie · CIK 0002026089 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,744 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units are scheduled to vest in annual increments of one-third beginning on February 15, 2027. Vested units will be settled in Common Stock. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:29 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 7,287 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014550 · ownership.xml · nonDerivative · entry 1 Hobbs Shannon Marie · CIK 0002026089 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,287 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units are scheduled to vest in annual increments of one-third beginning on February 15, 2026. Vested units will be settled in Common Stock. 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.