Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | SVP & President, GFS | 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 | 185,003 |
Ending reported balance
After 2025-02-25 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-02-25 · Exercise / conversion · Acquired 19,009 · Balance 177,277 Row 2 · 2025-02-25 · Tax withholding · Disposed 6,150 · Balance 171,127 Row 3 · 2025-02-25 · Exercise / conversion · Acquired 3,806 · Balance 174,933 Row 4 · 2025-02-25 · Tax withholding · Disposed 1,232 · Balance 173,701 Row 5 · 2025-02-25 · Exercise / conversion · Acquired 16,708 · Balance 190,409 Row 6 · 2025-02-25 · Tax withholding · Disposed 5,406 · Balance 185,003 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-02-25 · Exercise / conversion · Disposed 19,009 · 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 | 3,805 |
Reported balance
After 2025-02-25 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-02-25 · Exercise / conversion · Disposed 3,806 · Balance 3,805 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 | 33,417 |
Reported balance
After 2025-02-25 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-02-25 · Exercise / conversion · Disposed 16,708 · Balance 33,417 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 | 20,853 |
Reported balance
After 2025-02-26 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-02-26 · Grant · Acquired 20,853 · Balance 20,853 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 20,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · derivative · entry 10 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,853 Underlying: Common Stock · 20,853 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 16,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · derivative · entry 9 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,417 Underlying: Common Stock · 16,708 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 3,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · derivative · entry 8 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,805 Underlying: Common Stock · 3,806 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 19,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · derivative · entry 7 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,009 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 5,406 | $10.65 | $57,546.87 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · nonDerivative · entry 6 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,003 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 16,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · nonDerivative · entry 5 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,409 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,232 | $10.65 | $13,114.64 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · nonDerivative · entry 4 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,701 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 3,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · nonDerivative · entry 3 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,933 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 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 6,150 | $10.65 | $65,466.75 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · nonDerivative · entry 2 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,127 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 19,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001730 · primarydocument.xml · nonDerivative · entry 1 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,277 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 |
| March 12, 2024 Filed Mar 14, 2024 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 10,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002680 · primarydocument.xml · derivative · entry 3 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,522 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 · security: All awards listed in Table II above are subject to the terms of the Amended and Restated 2018 Stock Plan including applicable share limits. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in March. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in March. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 3,194 | $4.09 | $13,047.49 |
DisclosureSEC source: 0001562180-24-002680 · primarydocument.xml · nonDerivative · entry 2 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,004 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 10,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002680 · primarydocument.xml · nonDerivative · entry 1 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,198 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 27, 2024 Filed Feb 29, 2024 20:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 3,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001971 · primarydocument.xml · derivative · entry 6 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,611 Underlying: Common Stock · 3,805 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 · security: All awards listed in Table II above are subject to the terms of the 2018 Stock Plan including applicable share limits. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F4 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the Fourth Tuesday in February. F4 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the Fourth Tuesday in February. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 19,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001971 · primarydocument.xml · derivative · entry 5 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,009 Underlying: Common Stock · 19,008 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 · security: All awards listed in Table II above are subject to the terms of the 2018 Stock Plan including applicable share limits. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in March. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in March. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001971 · primarydocument.xml · nonDerivative · entry 4 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,677 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 3,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001971 · primarydocument.xml · nonDerivative · entry 3 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,832 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 27, 2024 Filed Feb 29, 2024 20:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 5,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001971 · primarydocument.xml · nonDerivative · entry 2 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,027 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 19,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001971 · primarydocument.xml · nonDerivative · entry 1 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,796 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 15, 2024 Filed Feb 20, 2024 21:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 50,125 | $3.99 | $199,998.75 |
DisclosureSEC source: 0001562180-24-001436 · primarydocument.xml · derivative · entry 1 Johnson Christopher · CIK 0001994230 · SVP & President, GFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,080 Underlying: Common Stock · 50,125 shares Expires not disclosed F1 · security: All awards listed in Table II above are subject to the terms of the 2018 Stock Plan including applicable share limits. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest pro rata annually over a three year period on the Fourth Tuesday in February. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest pro rata annually over a three year period on the Fourth Tuesday in February. 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.