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 |
|---|---|---|---|---|---|---|
| February 20, 2019 Filed Feb 21, 2019 21:28 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 33 | $7.22 | $238.26 |
DisclosureSEC source: 0001562180-19-001167 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,551.4428 F1 · kind: The vesting is to pay for Social security and Medicare taxes for the deferred 2016 Grant. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:28 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001167 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,584.4428 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 for the deferred 2016 Grant. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:00 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 5,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000958 · primarydocument.xml · derivative · entry 6 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,549 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. F4 · derivative.exercise_date: The first vesting of the three traunches vesting. F4 · derivative.expiration_date: The first vesting of the three traunches vesting. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:00 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 2,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000958 · primarydocument.xml · derivative · entry 5 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770 Underlying: Common Stock · 2,771 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 · 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 12, 2019 Filed Feb 14, 2019 15:00 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000958 · 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 · 991 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 12, 2019 Filed Feb 14, 2019 15:00 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 2,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000958 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,551.4428 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:00 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000958 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,500.4428 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 05, 2019 Filed Feb 7, 2019 13:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 100,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000811 · primarydocument.xml · derivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,831 Underlying: Common Stock · 100,503 shares Expires 2029-02-05 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, 2019 which was $6.60. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 13:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 30,303 | $6.60 | $199,999.80 |
DisclosureSEC source: 0001562180-19-000811 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,618 Underlying: Common Stock · 30,303 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 |
| February 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001164 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,754 Underlying: Common Stock · 107 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 |
| February 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 107 | $12.21 | $1,306.47 |
DisclosureSEC source: 0001562180-18-001164 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,009.6153 F1 · kind: The vesting is to pay for Social security and Medicare taxes for the deferred 2016 Grant. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001164 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,116.6153 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 for the deferred 2016 Grant. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001016 · primarydocument.xml · derivative · entry 4 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,541 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 unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: The first vesting of three tranches vesting F2 · derivative.expiration_date: The first vesting of three tranches vesting Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001016 · primarydocument.xml · nonDerivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,009.6153 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 23:43 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001016 · primarydocument.xml · nonDerivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,024.6153 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 05, 2018 Filed Feb 6, 2018 22:09 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 80,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000654 · primarydocument.xml · derivative · entry 3 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,328 Underlying: Common Stock · 80,972 shares Expires 2028-02-05 F5 · derivative.exercise_price: The grant price for the stock option was calculated at 100% of the closing price on February 5, 2018 which was $12.64. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 22:09 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantPerformance Stock Units · Derivative | 47,468 | $12.64 | $599,995.52 |
DisclosureSEC source: 0001562180-18-000654 · primarydocument.xml · derivative · entry 2 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,523 Underlying: Common Stock · 47,468 shares Expires not disclosed 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 05, 2018 Filed Feb 6, 2018 22:09 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 15,823 | $12.64 | $200,002.72 |
DisclosureSEC source: 0001562180-18-000654 · primarydocument.xml · derivative · entry 1 Dies Jason · CIK 0001719216 · EVP & Pres. of SMB Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,035 Underlying: Common Stock · 15,823 shares Expires not disclosed F1 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F2 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest over a three year period on the second Tuesday in February. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.