Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PIPER SANDLER COMPANIESPIPR · Entity 3863 | Global Co-Head IB and Cap Mkts | February 26, 2026 | March 02, 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.
PIPER SANDLER COMPANIES
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,736 |
Ending reported balance
After 2026-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-26 · Grant · Acquired 8,615 · Balance 29,665 F1: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 163% overall, with 126% vesting of the portion of the award based on attaining certain levels of adjusted return on equity and 200% vesting of the portion of the award based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. Row 2 · 2026-02-26 · Tax withholding · Disposed 3,929 · Balance 25,736 |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 163% overall, with 126% vesting of the portion of the award based on attaining certain levels of adjusted return on equity and 200% vesting of the portion of the award based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025.
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 26, 2026 Filed Mar 2, 2026 21:03 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 3,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001849769-26-000004 · wk-form4_1772485412.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,736 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:03 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 8,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001849769-26-000004 · wk-form4_1772485412.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,665 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 163% overall, with 126% vesting of the portion of the award based on attaining certain levels of adjusted return on equity and 200% vesting of the portion of the award based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2023 through December 31, 2025. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001849769-26-000002 · wk-form4_1771535754.xml · nonDerivative · entry 4 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,050 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001849769-26-000002 · wk-form4_1771535754.xml · nonDerivative · entry 3 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,234 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001849769-26-000002 · wk-form4_1771535754.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,542 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:15 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 2,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001849769-26-000002 · wk-form4_1771535754.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,851 Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 3,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000046 · wk-form4_1741036463.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,487 Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:14 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 7,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000046 · wk-form4_1741036463.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,830 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 100% based on attaining certain levels of adjusted return on equity and 100% based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2022 through December 31, 2024. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000029 · wk-form4_1739999889.xml · nonDerivative · entry 4 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,501 Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000029 · wk-form4_1739999889.xml · nonDerivative · entry 3 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,708 Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000029 · wk-form4_1739999889.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,093 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 1,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-25-000029 · wk-form4_1739999889.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,641 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:28 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000028 · wk-form4_1708468113.xml · nonDerivative · entry 4 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,783 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:28 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000028 · wk-form4_1708468113.xml · nonDerivative · entry 3 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,243 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:28 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000028 · wk-form4_1708468113.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,611 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:28 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 2,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-24-000028 · wk-form4_1708468113.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,977 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:29 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 4 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,953 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:29 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 3 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,354 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:29 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,720 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:29 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 3,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000023 · wf-form4_167666933868463.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,982 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:13 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 545 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000024 · wf-form4_164521876467625.xml · nonDerivative · entry 3 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,956 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:13 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000024 · wf-form4_164521876467625.xml · nonDerivative · entry 2 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,501 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:13 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 736 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000024 · wf-form4_164521876467625.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,890 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:56 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000014 · wf-form4_164513856056413.xml · nonDerivative · entry 1 Dillahunt Michael R · CIK 0001849769 · Global Co-Head IB and Cap Mkts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,626 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.