Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PITNEY BOWES INC /DE/PBI · Entity 4392 | EVP/Chief Legal & Corp Sec. | 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 | 97,493 |
Ending reported balance
After 2024-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-12 · Exercise / conversion · Acquired 7,892 · Balance 101,054 Row 2 · 2024-03-12 · Tax withholding · Disposed 3,561 · Balance 97,493 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-12 · Exercise / conversion · Disposed 7,892 · 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. |
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 | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002679 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Corp Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,892 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 | 3,561 | $4.09 | $14,546.69 |
DisclosureSEC source: 0001562180-24-002679 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Corp Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,493 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002679 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Corp Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,054 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 07, 2024 Filed Mar 11, 2024 22:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002559 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,895 Underlying: Common Stock · 1,260 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 2023 Grant that was deferred. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,260 | $3.88 | $4,882.50 |
DisclosureSEC source: 0001562180-24-002559 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,557 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2023 Grant that was deferred. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 22:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002559 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,817 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 2023 Grant that was deferred. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 20:55 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 125,313 | $3.99 | $499,998.87 |
DisclosureSEC source: 0001562180-24-001414 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,754 Underlying: Common Stock · 125,313 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 |
| March 14, 2023 Filed Mar 16, 2023 13:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 7,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002823 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,134 Underlying: Common Stock · 7,891 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 | 2,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002823 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,557 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 13:35 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 7,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002823 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,031 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 21, 2023 Filed Feb 21, 2023 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001582 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,661 Underlying: Common Stock · 1,364 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 2020 Grant that was deferred. F3 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. F3 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will vest in three (3) equal annual installments. Read SEC document |
| February 21, 2023 Filed Feb 21, 2023 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,364 | $4.26 | $5,806.55 |
DisclosureSEC source: 0001562180-23-001582 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,821.9586 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2020 Grant that was deferred. Read SEC document |
| February 21, 2023 Filed Feb 21, 2023 21:40 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001582 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,185.9586 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 2020 Grant that was deferred. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 19:11 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 114,155 | $4.38 | $499,998.90 |
DisclosureSEC source: 0001562180-23-001453 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,595 Underlying: Common Stock · 114,155 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 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 |
| July 29, 2022 Filed Aug 1, 2022 13:12 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | PurchaseCommon Stock | 3,013 | $3.32 | $10,000.45 |
DisclosureSEC source: 0001562180-22-005769 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,821.9586 Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 22:27 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002485 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,133 Underlying: Common Stock · 7,892 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 22:27 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 2,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002485 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,340 Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 22:27 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002485 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,814 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 | 101,833 | $4.91 | $500,000.03 |
DisclosureSEC source: 0001562180-22-001551 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,886 Underlying: Common Stock · 101,833 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 11, 2022 Filed Feb 15, 2022 14:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 3,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001468 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,673 Underlying: Common Stock · 3,352 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 2018, 2019 and 2020 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 11, 2022 Filed Feb 15, 2022 14:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 3,352 | $4.91 | $16,458.32 |
DisclosureSEC source: 0001562180-22-001468 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,008.1775 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2018, 2019 and 2020 Grants that were deferred. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 14:25 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 3,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001468 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,360.1775 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 2018, 2019 and 2020 Grants that were deferred. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 19:08 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 45,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002001 · primarydocument.xml · derivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,010 Underlying: Common Stock · 45,259 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 | 23,675 | $8.87 | $209,997.25 |
DisclosureSEC source: 0001562180-21-002001 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,943 Underlying: Common Stock · 23,675 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 16, 2021 Filed Feb 17, 2021 16:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001184 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,165 Underlying: Common Stock · 1,860 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 16, 2021 Filed Feb 17, 2021 16:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,860 | $9.33 | $17,353.80 |
DisclosureSEC source: 0001562180-21-001184 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,008.1775 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 16, 2021 Filed Feb 17, 2021 16:57 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001184 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,868.1775 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 19, 2020 Filed Feb 21, 2020 17:56 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 2,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001451 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,995 Underlying: Common Stock · 2,030 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 | 2,030 | $4.00 | $8,109.85 |
DisclosureSEC source: 0001562180-20-001451 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,008.1775 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 | 2,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001451 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,978.1775 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 04, 2020 Filed Feb 6, 2020 20:14 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 148,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000927 · primarydocument.xml · derivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,606 Underlying: Common Stock · 148,515 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 | 37,688 | $3.98 | $149,998.24 |
DisclosureSEC source: 0001562180-20-000927 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,982 Underlying: Common Stock · 37,688 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 20, 2019 Filed Feb 21, 2019 21:27 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001164 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,588 Underlying: Common Stock · 1,023 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 2016, 2017 and 2018 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 20, 2019 Filed Feb 21, 2019 21:27 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 1,023 | $7.22 | $7,386.06 |
DisclosureSEC source: 0001562180-19-001164 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,525.8606 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2016, 2017 and 2018 Grants that were deferred. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:27 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001164 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,548.8606 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 2016, 2017 and 2018 Grants that were deferred. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 13:23 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 75,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000803 · primarydocument.xml · derivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,091 Underlying: Common Stock · 75,377 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 13:23 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 22,727 | $6.60 | $149,998.20 |
DisclosureSEC source: 0001562180-19-000803 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,101 Underlying: Common Stock · 22,727 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 / conversionPerformance Stock Units · Derivative | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001161 · primarydocument.xml · derivative · entry 6 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,005 Underlying: Common Stock · 106 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. F5 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive Pitney Bowes common stock based upon pre-determined performance factors. F2 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2015 Grant that was deferred. F6 · 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. F6 · 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 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001161 · primarydocument.xml · derivative · entry 5 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,325 Underlying: Common Stock · 590 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each unit represents a contingent right to receive one share of Pitney Bowes common stock. F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2015, 2016 and 2017 Grants that were deferred. F4 · 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. F4 · 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 | 106 | $12.21 | $1,294.26 |
DisclosureSEC source: 0001562180-18-001161 · primarydocument.xml · nonDerivative · entry 4 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,525.8606 F2 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2015 Grant that was deferred. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001161 · primarydocument.xml · nonDerivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,631.8606 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2015 Grant that was deferred. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 590 | $12.21 | $7,203.90 |
DisclosureSEC source: 0001562180-18-001161 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,525.8606 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2015, 2016 and 2017 Grants that were deferred. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 19:20 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001161 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,115.8606 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 2015, 2016 and 2017 Grants that were deferred. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 22:05 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 54,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000645 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,714 Underlying: Common Stock · 54,656 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 22:05 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantPerformance Stock Units · Derivative | 32,041 | $12.64 | $404,998.24 |
DisclosureSEC source: 0001562180-18-000645 · primarydocument.xml · derivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,311 Underlying: Common Stock · 32,041 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 22:05 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 10,680 | $12.64 | $134,995.20 |
DisclosureSEC source: 0001562180-18-000645 · primarydocument.xml · derivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,190 Underlying: Common Stock · 10,680 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 |
| February 21, 2017 Filed Feb 21, 2017 20:02 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000823 · primarydocument.xml · derivative · entry 4 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,030 Underlying: Common Stock · 97 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 2015 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 21, 2017 Filed Feb 21, 2017 20:02 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000823 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,127 Underlying: Common Stock · 108 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 2015 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 21, 2017 Filed Feb 21, 2017 20:02 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 205 | $13.33 | $2,732.65 |
DisclosureSEC source: 0001562180-17-000823 · primarydocument.xml · nonDerivative · entry 2 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,525.8606 F1 · kind: The vesting is to pay for Social Security and Medicare Taxes on the 2015 Grants that were deferred. Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 20:02 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000823 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,730.8606 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 2015 Grants that were deferred. 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.