Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Interim CEO | March 12, 2024 | March 14, 2024 |
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 March 12, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 264,739 |
Ending reported balance
After 2024-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-12 · Exercise / conversion · Acquired 9,771 · Balance 269,316 Row 2 · 2024-03-12 · Tax withholding · Disposed 4,577 · Balance 264,739 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-03-12 · Exercise / conversion · Disposed 9,771 · Balance 0 F1: 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: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F3: 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. |
| Common StockSEC Table I · non-derivative | IndirectDISP | 28,117 |
Reported balance
Holding disclosure · report date 2024-03-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,117 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Each unit represents a contingent right to receive one share of Pitney Bowes common stock.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| March 12, 2024 Filed Mar 14, 2024 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 9,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002675 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,771 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 | 4,577 | $4.09 | $18,697.05 |
DisclosureSEC source: 0001562180-24-002675 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,739 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 9,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002675 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,316 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 20:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 19,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001968 · primarydocument.xml · derivative · entry 7 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,205 Underlying: Common Stock · 19,102 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 in three equal annual installments beginning with the fourth Tuesday in February 2024. F4 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three equal annual installments beginning with the fourth Tuesday in February 2024. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 48,706 | $4.38 | $213,332.28 |
DisclosureSEC source: 0001562180-24-001968 · primarydocument.xml · derivative · entry 6 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,413 Underlying: Common Stock · 48,706 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 20:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 8,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001968 · primarydocument.xml · nonDerivative · entry 4 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,545 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 19,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001968 · primarydocument.xml · nonDerivative · entry 3 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,397 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 20:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 17,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001968 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,295 Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 20:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 48,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001968 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,274 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 21:07 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 180,451 | $3.99 | $719,999.49 |
DisclosureSEC source: 0001562180-24-001418 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,702 Underlying: Common Stock · 180,451 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 |
| October 02, 2023 Filed Oct 4, 2023 13:18 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 57,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-007191 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · Interim CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,923 Underlying: Common Stock · 57,307 shares Expires not disclosed 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 in three equal annual installments beginning with the fourth Tuesday in February 2024. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three equal annual installments beginning with the fourth Tuesday in February 2024. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 13:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 9,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002822 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Group Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,616 Underlying: Common Stock · 9,770 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 14, 2023 Filed Mar 16, 2023 13:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 3,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002822 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Group Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,055 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 13:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 9,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002822 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Group Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,117 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 14, 2023 Filed Feb 16, 2023 19:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 146,119 | $4.38 | $640,001.22 |
DisclosureSEC source: 0001562180-23-001447 · primarydocument.xml · derivative · entry 5 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,386 Underlying: Common Stock · 146,119 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. 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 14, 2023 Filed Feb 16, 2023 19:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 21,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001447 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,267 Underlying: Common Stock · 21,776 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: The third vesting of the three traunches vesting. F3 · derivative.expiration_date: The third vesting of the three traunches vesting. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 7,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001447 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,347 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 21,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001447 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,113 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 08, 2022 Filed Mar 9, 2022 22:26 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 9,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002482 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,182 Underlying: Common Stock · 9,771 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 |
| March 08, 2022 Filed Mar 9, 2022 22:26 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 3,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002482 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,239 Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 22:26 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 9,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002482 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,302 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, 2022 Filed Feb 17, 2022 19:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 112,424 | $4.91 | $552,001.84 |
DisclosureSEC source: 0001562180-22-001554 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,953 Underlying: Common Stock · 112,424 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 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 08, 2022 Filed Feb 10, 2022 00:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 21,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001298 · primarydocument.xml · derivative · entry 7 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,776 Underlying: Common Stock · 21,775 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. F3 · derivative.exercise_date: The second vesting of the three traunches vesting. F3 · derivative.expiration_date: The second vesting of the three traunches vesting. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 00:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 10,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001298 · primarydocument.xml · derivative · entry 6 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,101 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: The third vesting of the three traunches vesting. F2 · derivative.expiration_date: The third vesting of the three traunches vesting. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 00:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 19,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001298 · primarydocument.xml · nonDerivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,426 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 00:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001298 · primarydocument.xml · nonDerivative · entry 3 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,138 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 00:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 9,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001298 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,138 Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 00:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 31,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001298 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,129 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 03, 2021 Filed Mar 5, 2021 19:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 56,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002005 · primarydocument.xml · derivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,291 Underlying: Common Stock · 56,034 shares Expires 2031-03-02 F1 · security: All awards listed in Table II above are subject to the terms of the 2018 Stock Plan including applicable share limits. F4 · derivative.exercise_price: The grant price for the stock option was calculated at 100% of the closing price on March 3, 2021 which was $8.87. F5 · derivative.exercise_date: Stock Options vest over a three year period on the second Tuesday in March. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 19:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 29,312 | $8.87 | $259,997.44 |
DisclosureSEC source: 0001562180-21-002005 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,271 Underlying: Common Stock · 29,312 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 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 09, 2021 Filed Feb 10, 2021 22:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 21,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001054 · primarydocument.xml · derivative · entry 7 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,551 Underlying: Common Stock · 21,776 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. F6 · derivative.exercise_date: The first vesting of the three traunches vesting. F6 · derivative.expiration_date: The first vesting of the three traunches vesting. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 22:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 10,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001054 · primarydocument.xml · derivative · entry 6 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,101 Underlying: Common Stock · 10,101 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. F5 · derivative.exercise_date: The second vesting of the three traunches vesting. F5 · derivative.expiration_date: The second vesting of the three traunches vesting. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 22:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionPerformance Stock Units · Derivative | 27,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001054 · primarydocument.xml · derivative · entry 5 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,531 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 performance stock unit represents a contingent right to receive Pitney Bowes common stock based upon pre-determined performance factors. F4 · derivative.exercise_date: The performance stock units (PSUs) represent a contingent right to receive Pitney Bowes common stock with a 3 year cliff vesting. The shares that will vest are based on the pre-established performance standards set by the Board upon making each award, and could result in more of less shares being issued at the time of the vesting due to the pre-established performance standards. Depending on financial performance, the resulting number of shares released can range from zero to a maximum of 200% of grant. F4 · derivative.expiration_date: The performance stock units (PSUs) represent a contingent right to receive Pitney Bowes common stock with a 3 year cliff vesting. The shares that will vest are based on the pre-established performance standards set by the Board upon making each award, and could result in more of less shares being issued at the time of the vesting due to the pre-established performance standards. Depending on financial performance, the resulting number of shares released can range from zero to a maximum of 200% of grant. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 22:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 5,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001054 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,274 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: The third vesting of the three traunches vesting. F2 · derivative.expiration_date: The third vesting of the three traunches vesting. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 22:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 21,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001054 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,768.0411 Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 22:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 64,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001054 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,835.0411 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 19, 2020 Filed Feb 21, 2020 17:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001456 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,698 Underlying: Common Stock · 281 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 2017, 2018 and 2019 Grants that were 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 |
| February 19, 2020 Filed Feb 21, 2020 17:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 281 | $4.00 | $1,122.60 |
DisclosureSEC source: 0001562180-20-001456 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,319.4774 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2017, 2018 and 2019 Grants that were deferred. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 17:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001456 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,600.4774 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 2017, 2018 and 2019 Grants that were deferred. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 17:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 10,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001142 · primarydocument.xml · derivative · entry 7 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,202 Underlying: Common Stock · 10,101 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. F5 · derivative.exercise_date: The first vesting of the three traunches vesting. F5 · derivative.expiration_date: The first vesting of the three traunches vesting. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 17:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 5,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001142 · primarydocument.xml · derivative · entry 6 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,274 Underlying: Common Stock · 5,275 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. F4 · derivative.exercise_date: The second vesting of the three traunches vesting. F4 · derivative.expiration_date: The second vesting of the three traunches vesting. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 17:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 37,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001142 · primarydocument.xml · derivative · entry 5 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,994 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. 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 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 second Tuesday in February. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 17:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001142 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,770 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: The final vesting of three tranches vesting. F2 · derivative.expiration_date: The final vesting of three tranches vesting. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 17:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 18,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001142 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,267.4774 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 17:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 56,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001142 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,459.4774 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 04, 2020 Filed Feb 6, 2020 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 257,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000933 · primarydocument.xml · derivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,257 Underlying: Common Stock · 257,426 shares Expires 2030-02-03 F1 · security: All awards listed in Table II above are subject to the terms of the 2018 Stock Plan including applicable share limits. F4 · derivative.exercise_price: The grant price for the stock option was calculated at 100% of the closing price on February 5, 2020 which was $xx.xx. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 65,327 | $3.98 | $260,001.46 |
DisclosureSEC source: 0001562180-20-000933 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,979 Underlying: Common Stock · 65,327 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 over a three year period on the second 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 second Tuesday in February. Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 15:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | PurchaseCommon Stock | 1,500 | $4.03 | $6,045.00 |
DisclosureSEC source: 0001562180-19-003683 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,935.3877 F1 · price: Purchase was made through PBI's Qualified Employee Stock Purchase Plan at the fair market price of $4.03 (average at high and low stock price on June 30th ) with a 5% discount. Read SEC document |
| May 03, 2019 Filed May 6, 2019 19:21 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | PurchaseCommon Stock | 3,600 | $5.72 | $20,592.00 |
DisclosureSEC source: 0001562180-19-002604 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,258.146 Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:28 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001167 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,721 Underlying: Common Stock · 33 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 for the deferred 2016 Grant. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.