Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SIRIUS XM HOLDINGS INC.(SIRI) · Entity 3564 | EVP, General Counsel & Sec. | January 31, 2025 | February 04, 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.
SIRIUS XM HOLDINGS INC.
Report date January 31, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,587 |
Ending reported balance
After 2025-02-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-01-31 · Grant · Acquired 20,674 · Balance 72,142 F1: Represents shares of common stock underlying a 2022 grant of performance-based restricted stock units, including related dividend equivalent units, upon the satisfaction of the applicable performance criteria. Such performance-based restricted stock units will vest on February 3, 2025. Row 2 · 2025-02-03 · Tax withholding · Disposed 10,555 · Balance 61,587 F2: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units and related dividends. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,329 |
Reported balance
Holding disclosure · report date 2025-01-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,329 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock underlying a 2022 grant of performance-based restricted stock units, including related dividend equivalent units, upon the satisfaction of the applicable performance criteria. Such performance-based restricted stock units will vest on February 3, 2025.
F2: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units and related dividends.
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 |
|---|---|---|---|---|---|---|
| May 31, 2019 Filed Jun 3, 2019 20:33 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008705 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833,785 F1 · shares: On May 31, 2019, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.0121 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 10, 2019. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 21:05 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004117 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832,199 F1 · shares: On February 28, 2019, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.0121 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, February 11, 2019. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 21:05 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 655,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001082 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,623 F1 · shares: Represents shares of common stock underlying an November 22, 2016 grant of performance-based restricted stock units, including related dividend equivalent units, upon the satisfaction of the applicable performance criteria. Such performance-based restricted stock units shall vest on November 22, 2019, subject to the reporting person's continuing employment with Sirius XM. Read SEC document |
| November 30, 2018 Filed Dec 3, 2018 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016071 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,123 F1 · shares: On November 30, 2018, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.0121 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, November 9, 2018. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| November 22, 2018 Filed Nov 26, 2018 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 53,867 | $6.04 | $325,356.68 |
DisclosureSEC source: 0001225208-18-015864 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,682 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 20:05 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-013033 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,549 F1 · shares: On August 31, 2018, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, August 10, 2018. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:40 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 378 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010056 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,205 F1 · shares: On May 31, 2018, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 10, 2018. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:28 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 419 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004929 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,827 F1 · shares: On February 28, 2018, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, February 7, 2018. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:03 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | SaleCommon Stock | 1,374,479 | $5.70 | $7,837,141.81 |
DisclosureSEC source: 0001225208-17-018357 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,430 F1 · price: Represents the weighted average sales price for the price increments ranging from $5.70 to $5.7150. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 21:09 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018082 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,601,909 F1 · shares: On November 30, 2017, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.011 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, November 9, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 21:03 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 52,861 | $5.46 | $288,621.06 |
DisclosureSEC source: 0001225208-17-017638 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599,968 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:03 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014553 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,652,829 F1 · shares: On August 31, 2017, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, August 10, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 20:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Exercise / conversionStock Option (Right to Buy) · Derivative | 553,750 | $0.62 Strike: $0.62 | $345,263.13 |
DisclosureSEC source: 0001225208-17-013070 · doc4.xml · derivative · entry 6 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 553,750 shares Expires 2019-08-31 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 |
| July 28, 2017 Filed Aug 1, 2017 20:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,671,045 | $3.70 Strike: $3.70 | $13,582,866.50 |
DisclosureSEC source: 0001225208-17-013070 · doc4.xml · derivative · entry 5 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,671,045 shares Expires 2024-01-10 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 |
| July 28, 2017 Filed Aug 1, 2017 20:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 3,327,859 | $5.87 | $19,534,532.33 |
DisclosureSEC source: 0001225208-17-013070 · doc4.xml · nonDerivative · entry 3 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,651,066 F1 · price: Represents the exercise price of the stock option referenced in Table II and associated taxes which was paid by way of the withholding by the Company of shares with a value equal to the exercise price and such taxes. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 20:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Exercise / conversionCommon Stock | 553,750 | $0.62 | $345,263.13 |
DisclosureSEC source: 0001225208-17-013070 · doc4.xml · nonDerivative · entry 2 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,978,925 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 |
| July 28, 2017 Filed Aug 1, 2017 20:16 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Exercise / conversionCommon Stock | 3,671,045 | $3.70 | $13,582,866.50 |
DisclosureSEC source: 0001225208-17-013070 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,425,175 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 |
| May 31, 2017 Filed Jun 1, 2017 20:26 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010730 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754,130 F1 · shares: On May 31, 2017, Sirius XM Holdings Inc. ("Sirius XM") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius XM's common stock on the record date, May 10, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by the filer, the filer received certain additional restricted stock units as a result of this cash dividend. These restricted stock units are shown on page 1 of this Form 4. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:04 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 2,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005287 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,176 F1 · shares: On February 28, 2017, Sirius XM Holdings Inc. ("Sirius") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius' common stock on the record date, February 7, 2017. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by Mr. Donnelly, Mr. Donnelly received an additional 2,092 restricted stock units as a result of the payment of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:11 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | Tax withholdingCommon Stock | 141,038 | $4.60 | $648,774.80 |
DisclosureSEC source: 0001225208-17-001004 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,084 F1 · shares: Represents the surrender of common stock to the Company to cover withholding taxes upon the vesting of restricted stock units. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:04 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042487 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891,122 F1 · shares: On November 30, 2016, Sirius XM Holdings Inc. ("Sirius") paid a cash dividend of $0.01 per share on each share of its outstanding common stock. The dividend was payable to all holders of Sirius' common stock on the record date, November 9, 2016. Pursuant to the terms of the agreement governing the outstanding restricted stock units held by Mr. Donnelly, Mr. Donnelly received an additional 651 restricted stock units as a result of the payment of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Read SEC document |
| November 22, 2016 Filed Nov 25, 2016 19:39 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantStock Option (Right to Buy) · Derivative | 1,807,549 | $4.61 Strike: $4.61 | $8,332,800.89 |
DisclosureSEC source: 0001225208-16-042236 · doc4.xml · derivative · entry 3 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807,549 Underlying: Common Stock · 1,807,549 shares Expires 2026-11-22 F2 · shares: Shares will vest as follows: 602,517 - 11/22/2017; 602,516 - 11/22/2018 and 602,516 - 11/22/2019. Read SEC document |
| November 22, 2016 Filed Nov 25, 2016 19:39 UTC | SIRIUS XM HOLDINGS INC. (SIRI) · Entity 3564 | GrantCommon Stock | 325,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042236 · doc4.xml · nonDerivative · entry 1 DONNELLY PATRICK L · CIK 0001233121 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890,471 F1 · shares: Restricted Stock Units will vest as follows: 108,460 - 11/22/2017; 108,460 - 11/22/2018 and 108,460 - 11/22/2019. 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.