Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lazard, Inc.LAZ · Entity 4031 | Chief Financial Officer | March 14, 2025 | March 17, 2025 |
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.
Lazard, Inc.
Report date March 14, 2025 · Filed March 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Participation UnitsSEC Table II · derivative / convertible security | Direct | 88,040 |
Reported balance
After 2025-03-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-14 · Grant · Acquired 57,737 · Balance 88,040 F1: These Restricted Participation Units ("RPUs") will vest on or around March 15, 2027. F2: Each RPU represents an interest in Lazard Group LLC that has satisfied its minimum value condition and that may be exchanged for one share of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These Restricted Participation Units ("RPUs") will vest on or around March 15, 2027.
F2: Each RPU represents an interest in Lazard Group LLC that has satisfied its minimum value condition and that may be exchanged for one share of Common Stock.
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 14, 2025 Filed Mar 17, 2025 22:43 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Participation Units · Derivative | 57,737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-013285 · wk-form4_1742251384.xml · derivative · entry 1 Betsch Mary Ann · CIK 0001950604 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,040 Underlying: Common Stock · 57,737 shares Expires not disclosed F1 · derivative.exercise_price: These Restricted Participation Units ("RPUs") will vest on or around March 15, 2027. F2 · price: Each RPU represents an interest in Lazard Group LLC that has satisfied its minimum value condition and that may be exchanged for one share of Common Stock. F1 · derivative.exercise_date: These Restricted Participation Units ("RPUs") will vest on or around March 15, 2027. F1 · derivative.expiration_date: These Restricted Participation Units ("RPUs") will vest on or around March 15, 2027. Read SEC document |
| February 22, 2024 Filed Feb 27, 2024 01:31 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantRestricted Participation Units · Derivative | 30,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-003976 · doc4.xml · derivative · entry 1 Betsch Mary Ann · CIK 0001950604 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,303 Underlying: Common Stock · 30,303 shares Expires not disclosed F1 · derivative.exercise_price: These Restricted Participation Units ("RPUs") will vest on or around March 10, 2026. F2 · price: Each RPU represents an interest in Lazard Group LLC that has satisfied its minimum value condition and that may be exchanged for one share of Common Stock. F1 · derivative.exercise_date: These Restricted Participation Units ("RPUs") will vest on or around March 10, 2026. F1 · derivative.expiration_date: These Restricted Participation Units ("RPUs") will vest on or around March 10, 2026. 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.