Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOODYS CORP /DE/MCO · Entity 386 | Chief Acctg Off & Controller | October 01, 2026 | October 03, 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.
MOODYS CORP /DE/
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,088.2425 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 21.36 · Balance 2,088.2425 F1: Withholding of shares to satisfy tax obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares to satisfy tax obligation.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:04 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 21.36 | $450.80 | $9,629.09 |
DisclosureSEC source: 0002062050-26-000009 · wk-form4_1790971485.xml · nonDerivative · entry 1 Phillips Jason D · CIK 0002062050 · Chief Acctg Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,088.2425 F1 · shares: Withholding of shares to satisfy tax obligation. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:08 UTC | MOODYS CORP /DE/ MCO · Entity 386 | SaleCommon Stock | 333.123 | $472.61 | $157,437.26 |
DisclosureSEC source: 0002062050-26-000007 · wk-form4_1772744912.xml · nonDerivative · entry 1 Phillips Jason D · CIK 0002062050 · Chief Acctg Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,097.9505 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:38 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 207.547 | $467.49 | $97,026.15 |
DisclosureSEC source: 0002062050-26-000005 · wk-form4_1772573923.xml · nonDerivative · entry 1 Phillips Jason D · CIK 0002062050 · Chief Acctg Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,431.0735 F1 · shares: Withholding of shares to satisfy tax obligation. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 01:15 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0002062050-26-000003 · wk-form4_1771982145.xml · nonDerivative · entry 1 Phillips Jason D · CIK 0002062050 · Chief Acctg Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,638.6205 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:07 UTC | MOODYS CORP /DE/ MCO · Entity 386 | Tax withholdingCommon Stock | 20.956 | $478.96 | $10,037.09 |
DisclosureSEC source: 0001628280-25-043691 · wk-form4_1759435653.xml · nonDerivative · entry 1 Phillips Jason D · CIK 0002062050 · Chief Acctg Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,094.9475 F1 · shares: Disposition of shares to satisfy tax withholding obligation. 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.