Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Interim CFO | February 25, 2025 | February 27, 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.
PITNEY BOWES INC /DE/
Report date February 25, 2025 · Filed February 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,099 |
Ending reported balance
After 2025-02-25 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-02-25 · Exercise / conversion · Acquired 11,881 · Balance 97,518 Row 2 · 2025-02-25 · Tax withholding · Disposed 3,724 · Balance 93,794 Row 3 · 2025-02-25 · Exercise / conversion · Acquired 1,902 · Balance 95,696 Row 4 · 2025-02-25 · Tax withholding · Disposed 597 · Balance 95,099 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-25 · Exercise / conversion · Disposed 11,881 · Balance 0 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,903 |
Reported balance
After 2025-02-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-25 · Exercise / conversion · Disposed 1,902 · Balance 1,903 F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 9,479 |
Reported balance
After 2025-02-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-26 · Grant · Acquired 9,479 · Balance 9,479 F3: Awards are subject to the terms of the 2024 Stock Plan. F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit represents a contingent right to receive one share of Pitney Bowes common stock.
F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February.
F3: Awards are subject to the terms of the 2024 Stock Plan.
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, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 9,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · derivative · entry 7 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,479 Underlying: Common Stock · 9,479 shares Expires not disclosed F3 · security: Awards are subject to the terms of the 2024 Stock Plan. F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 1,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · derivative · entry 6 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,903 Underlying: Common Stock · 1,902 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: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 11,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · derivative · entry 5 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,881 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: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that vests over a three year period on the fourth Tuesday in February. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 597 | $10.65 | $6,355.07 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · nonDerivative · entry 4 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,099 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 1,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · nonDerivative · entry 3 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,696 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 |
| February 25, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 3,724 | $10.65 | $39,641.98 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · nonDerivative · entry 2 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,794 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 11,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001729 · primarydocument.xml · nonDerivative · entry 1 Witek John · CIK 0002016330 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,518 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.