Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | EVP & Pres, SendTech Solutions | 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 | 14,811 |
Ending reported balance
After 2025-02-25 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2025-02-25 · Exercise / conversion · Acquired 4,567 · Balance 17,522 Row 2 · 2025-02-25 · Tax withholding · Disposed 2,711 · Balance 14,811 Row 3 · 2025-02-25 · Exercise / conversion · Acquired 394 · Balance 15,205 F1: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred. Row 4 · 2025-02-25 · Tax withholding · Disposed 394 · Balance 14,811 F1: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred. Row 5 · 2025-02-25 · Exercise / conversion · Acquired 885 · Balance 15,696 F2: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred. Row 6 · 2025-02-25 · Tax withholding · Disposed 885 · Balance 14,811 F2: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,566 |
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 4,567 · Balance 4,566 F3: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F4: 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 | 34,463 |
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 394 · Balance 34,463 F3: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F1: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred. F4: 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 | 79,316 |
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 885 · Balance 79,316 F3: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred. F4: 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 | 34,123 |
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 34,123 · Balance 34,123 F5: Awards are subject to the terms of the 2024 Stock Plan. F3: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F4: 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: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred.
F2: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred.
F3: Each unit represents a contingent right to receive one share of Pitney Bowes common stock.
F4: 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.
F5: 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 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Unit · Derivative | 34,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · derivative · entry 10 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,123 Underlying: Common Stock · 34,123 shares Expires not disclosed F5 · security: Awards are subject to the terms of the 2024 Stock Plan. F3 · 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 vests 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 vests over a three year period on the fourth Tuesday in February. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 885 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · derivative · entry 9 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,316 Underlying: Common Stock · 885 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. F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · kind: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred. F4 · 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. F4 · 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 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · derivative · entry 8 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,463 Underlying: Common Stock · 394 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. F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F1 · kind: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred. F4 · 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. F4 · 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 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 4,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · derivative · entry 7 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,566 Underlying: Common Stock · 4,567 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. F3 · 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 vests 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 vests over a three year period on the fourth Tuesday in February. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 885 | $10.65 | $9,420.83 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · nonDerivative · entry 6 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,811 F2 · kind: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 885 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · nonDerivative · entry 5 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,696 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. F2 · kind: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2024 granted RSU award that was deferred. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 394 | $10.65 | $4,194.13 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · nonDerivative · entry 4 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,811 F1 · kind: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · nonDerivative · entry 3 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,205 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 · kind: This transaction represents shares used to pay tax withholding obligations associated with the vesting of the 2022 granted RSU award that was deferred. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 2,711 | $10.65 | $28,858.60 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · nonDerivative · entry 2 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,811 Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 23:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 4,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001741 · primarydocument.xml · nonDerivative · entry 1 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,522 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 14, 2024 Filed Mar 18, 2024 20:16 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002757 · primarydocument.xml · derivative · entry 3 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,892 Underlying: Common Stock · 192 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. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2021 Grant that was deferred. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:16 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 192 | $4.09 | $784.32 |
DisclosureSEC source: 0001562180-24-002757 · primarydocument.xml · nonDerivative · entry 2 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,628 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2021 Grant that was deferred. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:16 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002757 · primarydocument.xml · nonDerivative · entry 1 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,820 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 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2021 Grant that was deferred. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:15 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002560 · primarydocument.xml · derivative · entry 3 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,857 Underlying: Common Stock · 394 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. F2 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2022 Grant that was deferred. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:15 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 394 | $3.88 | $1,526.75 |
DisclosureSEC source: 0001562180-24-002560 · primarydocument.xml · nonDerivative · entry 2 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,628 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2022 Grant that was deferred. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:15 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002560 · primarydocument.xml · nonDerivative · entry 1 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,022 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 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2022 Grant that was deferred. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:58 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 4,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001974 · primarydocument.xml · derivative · entry 3 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,133 Underlying: Common Stock · 4,566 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 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 over a three year period on the Fourth Tuesday In February Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:58 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 2,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001974 · primarydocument.xml · nonDerivative · entry 2 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,628 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:58 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 4,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001974 · primarydocument.xml · nonDerivative · entry 1 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,132 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 21:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 80,201 | $3.99 | $320,001.99 |
DisclosureSEC source: 0001562180-24-001426 · primarydocument.xml · derivative · entry 1 Nurmohamed Shemin · CIK 0001993895 · EVP & Pres, SendTech Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,364 Underlying: Common Stock · 80,201 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.