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 | February 28, 2026 | March 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.
Bank of New York Mellon Corp
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,367 |
Ending reported balance
After 2026-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-28 · Tax withholding · Disposed 1,900 · Balance 74,908 F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Row 2 · 2026-02-28 · Tax withholding · Disposed 6,541 · Balance 68,367 F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards.
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 28, 2026 Filed Mar 3, 2026 16:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 6,541 | $119.10 | $779,033.10 |
DisclosureSEC source: 0001193125-26-088428 · ownership.xml · nonDerivative · entry 2 Datta Rajashree · CIK 0002064433 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,367 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 16:37 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,900 | $119.10 | $226,290.00 |
DisclosureSEC source: 0001193125-26-088428 · ownership.xml · nonDerivative · entry 1 Datta Rajashree · CIK 0002064433 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,908 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 16:41 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 4,606 | $117.74 | $542,310.44 |
DisclosureSEC source: 0001193125-26-057230 · ownership.xml · nonDerivative · entry 1 Datta Rajashree · CIK 0002064433 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,808 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 16:50 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 21,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037759 · ownership.xml · nonDerivative · entry 1 Datta Rajashree · CIK 0002064433 · Senior Executive VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,414 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.