Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Sr. Exec. Vice President | February 15, 2026 | February 18, 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 15, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,932 |
Ending reported balance
After 2026-02-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-15 · Tax withholding · Disposed 3,395 · Balance 58,983 F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Row 2 · 2026-02-15 · Tax withholding · Disposed 3,069 · Balance 55,914 F1: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Row 3 · 2026-02-15 · Tax withholding · Disposed 1,982 · Balance 53,932 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 15, 2026 Filed Feb 18, 2026 16:46 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,982 | $117.74 | $233,360.68 |
DisclosureSEC source: 0001193125-26-057268 · ownership.xml · nonDerivative · entry 3 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,932 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 16:46 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,069 | $117.74 | $361,344.06 |
DisclosureSEC source: 0001193125-26-057268 · ownership.xml · nonDerivative · entry 2 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,914 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 16:46 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,395 | $117.74 | $399,727.30 |
DisclosureSEC source: 0001193125-26-057268 · ownership.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,983 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 16:49 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 11,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-037758 · ownership.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,378 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 |
| November 06, 2025 Filed Nov 7, 2025 16:32 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GiftCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-272462 · ownership.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,865 F1 · kind: Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:16 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,105 | $88.95 | $98,289.75 |
DisclosureSEC source: 0000950170-25-032052 · ownership.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,790 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, 2025 Filed Feb 19, 2025 16:08 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,511 | $87.84 | $308,406.24 |
DisclosureSEC source: 0000950170-25-023157 · ownership.xml · nonDerivative · entry 2 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,895 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, 2025 Filed Feb 19, 2025 16:08 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,396 | $87.84 | $298,304.64 |
DisclosureSEC source: 0000950170-25-023157 · ownership.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,406 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 17:03 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 14,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-014635 · ownership.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,802 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 |
| February 28, 2024 Filed Mar 1, 2024 16:36 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,305 | $55.64 | $72,610.20 |
DisclosureSEC source: 0001209191-24-004175 · doc4.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,055 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, 2024 Filed Feb 20, 2024 16:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,475 | $55.29 | $136,842.75 |
DisclosureSEC source: 0001209191-24-003521 · doc4.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,360 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 16:33 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 19,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002645 · doc4.xml · nonDerivative · entry 1 Koffey Jayee · CIK 0001989301 · Sr. Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,835 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2025. 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.