Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | VP, Chief Accounting Officer | March 03, 2026 | March 05, 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 March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 11,470 |
Reported balance
After 2026-03-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 11,470 · Balance 11,470 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: Vests in three (3) equal annual installments beginning on the first anniversary date of the grant, with scheduled vest dates of March 3, 2027, February 22, 2028, and February 27, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock.
F2: Vests in three (3) equal annual installments beginning on the first anniversary date of the grant, with scheduled vest dates of March 3, 2027, February 22, 2028, and February 27, 2029.
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 |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 5, 2026 21:58 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 11,470 | $0.00 | $0.00 |
DisclosureSEC source: 0002064038-26-000004 · primarydocument.xml · derivative · entry 1 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,470 Underlying: Common Stock · 11,470 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: Vests in three (3) equal annual installments beginning on the first anniversary date of the grant, with scheduled vest dates of March 3, 2027, February 22, 2028, and February 27, 2029. F2 · derivative.expiration_date: Vests in three (3) equal annual installments beginning on the first anniversary date of the grant, with scheduled vest dates of March 3, 2027, February 22, 2028, and February 27, 2029. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 1,659 | $0.00 | $0.00 |
DisclosureSEC source: 0002064038-26-000003 · primarydocument.xml · derivative · entry 3 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,317 Underlying: Common Stock · 1,659 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. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Vests over a three-year period in equal annual installments on February 26, 2026, February 23, 2027, and February 22, 2028. F2 · derivative.expiration_date: Vests over a three-year period in equal annual installments on February 26, 2026, February 23, 2027, and February 22, 2028. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 520 | $10.88 | $5,655.00 |
DisclosureSEC source: 0002064038-26-000003 · primarydocument.xml · nonDerivative · entry 2 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,760 Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 18:32 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 1,659 | $0.00 | $0.00 |
DisclosureSEC source: 0002064038-26-000003 · primarydocument.xml · nonDerivative · entry 1 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,280 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 |
| July 23, 2025 Filed Jul 24, 2025 17:21 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 2,000 | $13.00 | $26,000.00 |
DisclosureSEC source: 0001562180-25-005499 · primarydocument.xml · nonDerivative · entry 1 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 621 F1 · kind: The broker-assisted sales transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 10, 2025 during the Company's open window period (the "Trading Plan"). Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 2,500 | $12.50 | $31,250.00 |
DisclosureSEC source: 0001562180-25-005440 · primarydocument.xml · nonDerivative · entry 2 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,621 F1 · kind: The stock option exercises and broker-assisted sales transactions reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 10, 2025 during the Company's open window period (the "Trading Plan"). Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 19:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 2,500 | $12.00 | $30,000.00 |
DisclosureSEC source: 0001562180-25-005440 · primarydocument.xml · nonDerivative · entry 1 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,121 F1 · kind: The stock option exercises and broker-assisted sales transactions reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 10, 2025 during the Company's open window period (the "Trading Plan"). Read SEC document |
| July 03, 2025 Filed Jul 3, 2025 19:50 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 2,000 | $11.50 | $23,000.00 |
DisclosureSEC source: 0001562180-25-005320 · primarydocument.xml · nonDerivative · entry 1 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,621 F1 · kind: The broker-assisted sales transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 10, 2025 during the Company's open window period (the"Trading Plan"). Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 15:52 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | SaleCommon Stock | 2,000 | $11.00 | $22,000.00 |
DisclosureSEC source: 0001562180-25-005108 · primarydocument.xml · nonDerivative · entry 1 DEFINA LAUREN THOMAS · CIK 0002064038 · VP, Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,621 F1 · kind: The broker-assisted sales transaction reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 10, 2025 during the Company's open window period (the "Trading Plan"). 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.