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 |
|---|---|---|---|---|---|---|
| February 07, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionPerformance Stock Units · Derivative | 10,147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · derivative · entry 8 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,147 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. F8 · derivative.exercise_date: Vesting of performance awards due to the pre-established performance standards being met. F8 · derivative.expiration_date: Vesting of performance awards due to the pre-established performance standards being met. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 2,594 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · derivative · entry 7 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,594 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. F7 · derivative.exercise_date: The final vesting of the three traunches vested. F7 · derivative.expiration_date: The final vesting of the three traunches vested. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionRestricted Stock Unit · Derivative | 4,693 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · derivative · entry 6 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,693 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. F6 · derivative.exercise_date: The final vesting of the four traunches vested. F6 · derivative.expiration_date: The final vesting of the four traunches vested. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Tax withholdingCommon Stock | 6,728 | $13.17 | $88,607.76 |
DisclosureSEC source: 0001562180-17-000555 · 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 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | Exercise / conversionCommon Stock | 17,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,253.8606 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. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantStock Option · Derivative | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · derivative · entry 5 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,553 Underlying: Common Stock · 67,500 shares Expires 2027-02-06 F5 · derivative.exercise_price: The grant price for the stock option was calculated at 100% of the closing price on February 6, 2017 which was $13.16. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantPerformance Stock Units · Derivative | 30,775 | $13.16 | $404,999.00 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · derivative · entry 4 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,478 Underlying: Common Stock · 30,775 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 06, 2017 Filed Feb 8, 2017 18:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 10,258 | $13.16 | $134,995.28 |
DisclosureSEC source: 0001562180-17-000555 · primarydocument.xml · derivative · entry 3 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,522 Underlying: Common Stock · 10,258 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 |
| November 02, 2016 Filed Nov 3, 2016 16:30 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | PurchaseCommon Stock | 1,670 | $14.79 | $24,699.30 |
DisclosureSEC source: 0001562180-16-003375 · primarydocument.xml · nonDerivative · entry 1 Goldstein Daniel J · CIK 0001503137 · EVP/Chief Legal & Compliance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,334.9181 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.