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Schmitt Joseph

Disclosed activity across 1 company

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87787
SEC CIK
0001993904

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

PITNEY BOWES INC /DE/

Report date September 03, 2024 · Filed September 05, 2024

Section 16 reporting ended · disclosed 2024-09-05. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect191,939 Ending reported balance After 2024-09-03 transaction · row 4
4 source rows · reconciled sequence

Row 1 · 2024-09-03 · Exercise / conversion · Acquired 26,137 · Balance 199,905

Row 2 · 2024-09-03 · Tax withholding · Disposed 12,374 · Balance 187,531

Row 3 · 2024-09-03 · Exercise / conversion · Acquired 8,371 · Balance 195,902

Row 4 · 2024-09-03 · Tax withholding · Disposed 3,963 · Balance 191,939

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2024-09-03 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2024-09-03 · Exercise / conversion · Disposed 26,137 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.

F2: Each unit represents a contingnet right to receive one share of Pitney Bowes common stock that will vest over a three year period on the fourth Tuesday in February.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2024-09-03 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2024-09-03 · Exercise / conversion · Disposed 8,371 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.

F2: Each unit represents a contingnet right to receive one share of Pitney Bowes common stock that will vest over a three year period on the fourth Tuesday in February.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.

F2: Each unit represents a contingnet right to receive one share of Pitney Bowes common stock that will vest over a three year period on the fourth Tuesday in February.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 03, 2024 Filed Sep 5, 2024 21:49 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionRestricted Stock Units · Derivative 8,371 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006699 · primarydocument.xml · derivative · entry 6

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,371 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 restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.

F2 · derivative.exercise_date: Each unit represents a contingnet right to receive one share of Pitney Bowes common stock that will vest over a three year period on the fourth Tuesday in February.

F2 · derivative.expiration_date: Each unit represents a contingnet 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
September 03, 2024 Filed Sep 5, 2024 21:49 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionRestricted Stock Units · Derivative 26,137 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006699 · primarydocument.xml · derivative · entry 5

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26,137 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 restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.

F2 · derivative.exercise_date: Each unit represents a contingnet right to receive one share of Pitney Bowes common stock that will vest over a three year period on the fourth Tuesday in February.

F2 · derivative.expiration_date: Each unit represents a contingnet 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
September 03, 2024 Filed Sep 5, 2024 21:49 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Tax withholdingCommon Stock 3,963 $6.88 $27,245.63
Disclosure

SEC source: 0001562180-24-006699 · primarydocument.xml · nonDerivative · entry 4

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,939

Read SEC document
September 03, 2024 Filed Sep 5, 2024 21:49 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionCommon Stock 8,371 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006699 · primarydocument.xml · nonDerivative · entry 3

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,902

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
September 03, 2024 Filed Sep 5, 2024 21:49 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Tax withholdingCommon Stock 12,374 $6.88 $85,071.25
Disclosure

SEC source: 0001562180-24-006699 · primarydocument.xml · nonDerivative · entry 2

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,531

Read SEC document
September 03, 2024 Filed Sep 5, 2024 21:49 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionCommon Stock 26,137 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006699 · primarydocument.xml · nonDerivative · entry 1

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 199,905

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 20:15 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionRestricted Stock Units · Derivative 14,468 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002682 · primarydocument.xml · derivative · entry 3

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,468 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 20:15 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Tax withholdingCommon Stock 6,922 $4.09 $28,276.37
Disclosure

SEC source: 0001562180-24-002682 · primarydocument.xml · nonDerivative · entry 2

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,324

Read SEC document
March 12, 2024 Filed Mar 14, 2024 20:15 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionCommon Stock 14,468 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002682 · primarydocument.xml · nonDerivative · entry 1

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,246

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 20:58 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionRestricted Stock Units · Derivative 4,186 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001973 · primarydocument.xml · derivative · entry 6

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,371

Underlying: Common Stock · 4,186 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 20:58 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionRestricted Stock Unit · Derivative 26,137 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001973 · primarydocument.xml · derivative · entry 5

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,137

Underlying: Common Stock · 26,137 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 20:58 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Tax withholdingCommon Stock 2,003 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001973 · primarydocument.xml · nonDerivative · entry 4

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,778

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:58 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionCommon Stock 4,186 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001973 · primarydocument.xml · nonDerivative · entry 3

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,781

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 20:58 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Tax withholdingCommon Stock 12,504 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001973 · primarydocument.xml · nonDerivative · entry 2

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,595

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:58 UTC PITNEY BOWES INC /DE/ PBI · Entity 4392 Exercise / conversionCommon Stock 26,137 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001973 · primarydocument.xml · nonDerivative · entry 1

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,099

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 55,138 $3.99 $220,000.62
Disclosure

SEC source: 0001562180-24-001435 · primarydocument.xml · derivative · entry 1

Schmitt Joseph · CIK 0001993904 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,369

Underlying: Common Stock · 55,138 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.