Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of New York Mellon CorpBK · Entity 2899 | Sr. Executive Vice President | February 23, 2024 | February 27, 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.
Bank of New York Mellon Corp
Report date February 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 151,463.831 |
Ending reported balance
After 2024-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-23 · Grant · Acquired 40,469.57 · Balance 170,486.831 F1: Represents Performance Share Units granted in February 2021 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 23, 2024. Each unit represents the right to one share of the issuer's common stock. Row 2 · 2024-02-23 · Tax withholding · Disposed 19,023 · Balance 151,463.831 F2: Shares withheld in payment of tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Performance Share Units granted in February 2021 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 23, 2024. Each unit represents the right to one share of the issuer's common stock.
F2: Shares withheld in payment of tax liability.
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 23, 2024 Filed Feb 27, 2024 16:50 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 19,023 | $55.64 | $1,058,439.72 |
DisclosureSEC source: 0001209191-24-004001 · doc4.xml · nonDerivative · entry 2 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,463.831 F2 · shares: Shares withheld in payment of tax liability. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 16:50 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 40,469.57 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004001 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,486.831 F1 · shares: Represents Performance Share Units granted in February 2021 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 23, 2024. Each unit represents the right to one share of the issuer's common stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 16:34 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 5,034 | $55.29 | $278,329.86 |
DisclosureSEC source: 0001209191-24-003534 · doc4.xml · nonDerivative · entry 2 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,017.261 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 16:34 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,085 | $55.29 | $170,569.65 |
DisclosureSEC source: 0001209191-24-003534 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,051.261 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 16:34 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,464 | $55.11 | $135,791.04 |
DisclosureSEC source: 0001209191-24-003101 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,136.261 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 16:38 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 35,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002656 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,600.261 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2025. Vested units will be settled in Common Stock. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:22 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 6,844 | $50.46 | $345,348.24 |
DisclosureSEC source: 0001209191-23-013657 · doc4.xml · nonDerivative · entry 2 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,589.261 F2 · shares: Shares withheld in payment of tax liability. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 16:22 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 15,429.397 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013657 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,433.261 F1 · shares: Represents Performance Share Units granted in February 2020 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 24, 2023. Each unit represents the right to one share of the issuer's common stock. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:13 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 3,331 | $51.77 | $172,445.87 |
DisclosureSEC source: 0001209191-23-010547 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,003.864 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 16:29 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 37,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009743 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,334.864 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2024. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:20 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 8,288 | $51.40 | $426,003.20 |
DisclosureSEC source: 0001209191-23-009117 · doc4.xml · nonDerivative · entry 2 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,579.864 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 16:20 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,406 | $51.40 | $72,268.40 |
DisclosureSEC source: 0001209191-23-009117 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,867.864 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:28 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,238 | $51.78 | $115,883.64 |
DisclosureSEC source: 0001209191-23-008389 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,273.864 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:46 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 5,184.864 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012274 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,511.864 F1 · shares: Represents Performance Share Units granted in February 2019 (including units from reinvested dividend equivalents) for which performance goals have been achieved, as certified on February 18, 2022. Each unit represents the right to one share of the issuer's common stock. F2 · balance_after: Total reflects an adjustment for updated withholding amount on previously disclosed RSU vesting. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 16:23 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,130 | $62.33 | $70,432.90 |
DisclosureSEC source: 0001209191-22-009785 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,265 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 16:31 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 993 | $63.47 | $63,025.71 |
DisclosureSEC source: 0001209191-22-009275 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,395 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 16:25 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 2,208 | $63.62 | $140,472.96 |
DisclosureSEC source: 0001209191-22-008452 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,388 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 17:11 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 21,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008091 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,596 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on February 15, 2023. Vested units will be settled in Common Stock. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 16:23 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,001 | $42.13 | $42,172.13 |
DisclosureSEC source: 0001209191-21-010736 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,949 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 16:22 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,037 | $41.74 | $43,284.38 |
DisclosureSEC source: 0001209191-21-010146 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,950 F1 · shares: Shares withheld in payment of tax liability due to the vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 16:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 17,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009280 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,987 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 16:40 UTC | Bank of New York Mellon Corp BK · Entity 2899 | Tax withholdingCommon Stock | 1,084 | $46.42 | $50,319.28 |
DisclosureSEC source: 0001209191-20-009244 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,264 F1 · shares: Shares withheld in payment of tax liability incident to vesting of previously disclosed Restricted Stock Unit awards. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:53 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 20,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008814 · doc4.xml · nonDerivative · entry 2 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,348 F2 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units cliff vest in three years from the grant date. Vested units will be settled in Common Stock. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 16:53 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 8,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008814 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,146 F1 · shares: Award of Restricted Stock Units under The Bank of New York Mellon Corporation 2019 Long-Term Incentive Plan. Units scheduled to vest in annual increments of one-third beginning on the first anniversary of the award. Vested units will be settled in Common Stock. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:42 UTC | Bank of New York Mellon Corp BK · Entity 2899 | GrantCommon Stock | 8,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009978 · doc4.xml · nonDerivative · entry 1 Regelman Roman · CIK 0001748366 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,883 F1 · shares: Award of Restricted Stock Units as a portion of the Reporting Person's annual incentive. Units vest in annual increments of one-third beginning on the first anniversary of the award. All or a portion of the units may be forfeited prior to vesting based on ongoing risk-based adjustment provisions. Vested units will be settled in Common Stock. 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.