Charles ScharfiMinor difference of 345 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 340.275 shares from stock units or awards that vested. 340.275 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Chairman and CEO, Director | 1.06M | 0 | 1.29M | no sales |
Vesting, gifts, unvested awards and holding lines for Charles Scharf+512Kshares vested or exercised 0gifted (net of own trusts) −280Kwithheld by the company for taxes 620K → 998Kunvested awards, start → end - 340.275 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Filing
Stock options (not counted as shares): Estimate: options held × ($87.40 − strike price), using the most recent insider trade price on Form 4 (Feb 26, 2026), not a market close. Reconciliation: minor difference of 345 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 340.275 shares from stock units or awards that vested. |
Michael SantomassimoiMinor difference of 15 shares. Difference is under 0.5% of holdings. Sr. EVP & CFO | 406K | 0 | 507K | no sales |
Vesting, gifts, unvested awards and holding lines for Michael Santomassimo+202Kshares vested or exercised 0gifted (net of own trusts) −101Kwithheld by the company for taxes 286K → 411Kunvested awards, start → end Reconciliation: minor difference of 15 shares. Difference is under 0.5% of holdings. |
Scott PowelliMinor difference of 849 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 181.9961 shares from stock units or awards that vested. 181.9961 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. SEVP & Chief Operating Officer | 324K | 0 | 406K | no sales |
Vesting, gifts, unvested awards and holding lines for Scott Powell+162Kshares vested or exercised 0gifted (net of own trusts) −80Kwithheld by the company for taxes 217K → 316Kunvested awards, start → end - 181.9961 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Filing
Reconciliation: minor difference of 849 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 181.9961 shares from stock units or awards that vested. |
Derek FlowersiMinor difference of 652 shares. Difference is under 0.5% of holdings. Sr. EVP and Chief Risk Officer | 289K | 0 | 357K | no sales |
Vesting, gifts, unvested awards and holding lines for Derek Flowers+120Kshares vested or exercised 0gifted (net of own trusts) −52Kwithheld by the company for taxes 81K → 147Kunvested awards, start → end Reconciliation: minor difference of 652 shares. Difference is under 0.5% of holdings. |
Kyle HranickyiMinor difference of 1,231 shares. Difference is under 0.5% of holdings. Held through Through PCK Family Holdings LP; counted with management because an officer's holdings are never split and the entity does not file in its own name. Sr. Executive Vice President | 240K | 0 | 297K | no sales |
Vesting, gifts, unvested awards and holding lines for Kyle Hranicky+94Kshares vested or exercised 0gifted (net of own trusts) −39Kwithheld by the company for taxes 29K → 87Kunvested awards, start → end - Held through Through PCK Family Holdings LP; counted with management because an officer's holdings are never split and the entity does not file in its own name.
Reconciliation: minor difference of 1,231 shares. Difference is under 0.5% of holdings. |
Ellen PattersoniMinor difference of 21 shares. Difference is under 0.5% of holdings. Sr. EVP and General Counsel | 200K | −60K | 218K | +9.2% |
Vesting, gifts, unvested awards and holding lines for Ellen Patterson+157Kshares vested or exercised 0gifted (net of own trusts) −78Kwithheld by the company for taxes 150K → 246Kunvested awards, start → end Reconciliation: minor difference of 21 shares. Difference is under 0.5% of holdings. |
Saul Van BeurdeniMinor difference of 213 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 157.5472 shares from stock units or awards that vested. 157.5472 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Sr. Executive Vice President | 195K | 0 | 267K | no sales |
Vesting, gifts, unvested awards and holding lines for Saul Van Beurden+142Kshares vested or exercised 0gifted (net of own trusts) −71Kwithheld by the company for taxes 135K → 223Kunvested awards, start → end - 157.5472 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Filing
Reconciliation: minor difference of 213 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 157.5472 shares from stock units or awards that vested. |
Barry SommersiMinor difference of 187 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 172.2562 shares from stock units or awards that vested. 172.2562 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Sr. Executive Vice President | 154K | 0 | 236K | no sales |
Vesting, gifts, unvested awards and holding lines for Barry Sommers+162Kshares vested or exercised 0gifted (net of own trusts) −80Kwithheld by the company for taxes 141K → 242Kunvested awards, start → end - 172.2562 shares arrived when stock units or awards vested, by the footnote; no acquisition was reported, so the amount is derived from the balance change. Filing
Reconciliation: minor difference of 187 shares. Footnotes say what happened but give no amount, so the amounts are derived from the balance changes: 172.2562 shares from stock units or awards that vested. |
Bei Ling!Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: -74,912 shares on Feb 26, 2026 (Direct). See the filing Sales and other transactions for Bei Ling are complete. Sr. Executive Vice President | n/a | 0 | n/a | n/a |
Vesting, gifts, unvested awards and holding lines for Bei Ling+81Kshares vested or exercised 0gifted (net of own trusts) −40Kwithheld by the company for taxes 28K → 75Kunvested awards, start → end Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: -74,912 shares on Feb 26, 2026 (Direct). The balances below are as reported, not verified totals. |
Muneera CarriMinor difference of -1 share. Difference is under 0.5% of holdings. EVP, CAO & Controller | 81K | 0 | 98K | no sales |
Vesting, gifts, unvested awards and holding lines for Muneera Carr+26Kshares vested or exercised 0gifted (net of own trusts) −9.3Kwithheld by the company for taxes none reportedunvested awards, start → end Reconciliation: minor difference of -1 share. Difference is under 0.5% of holdings. |
Kleber SantosiMinor difference of 15 shares. Difference is under 0.5% of holdings. Sr. Executive Vice President | 79K | −25K | 112K | not meaningful |
Vesting, gifts, unvested awards and holding lines for Kleber Santos+110Kshares vested or exercised 0gifted (net of own trusts) −52Kwithheld by the company for taxes 34K → 95Kunvested awards, start → end Reconciliation: minor difference of 15 shares. Difference is under 0.5% of holdings. |
Kristy FerchoiMinor difference of 1,838 shares. Small increase from a 401(k) plan and dividend reinvestment. Small increase from a 401(k) plan and dividend reinvestment. Sr. Executive Vice President | 65K | 0 | 94K | no sales |
Vesting, gifts, unvested awards and holding lines for Kristy Fercho+46Kshares vested or exercised 0gifted (net of own trusts) −19Kwithheld by the company for taxes 0 → 26Kunvested awards, start → end Reconciliation: minor difference of 1,838 shares. Small increase from a 401(k) plan and dividend reinvestment. |
Bridget EngleiMinor difference of 306 shares. Difference is under 0.5% of holdings. Sr. Executive Vice President | 55K | −30K | 83K | not meaningful |
Vesting, gifts, unvested awards and holding lines for Bridget Engle+115Kshares vested or exercised 0gifted (net of own trusts) −57Kwithheld by the company for taxes none reportedunvested awards, start → end Reconciliation: minor difference of 306 shares. Difference is under 0.5% of holdings. |
Fernando RivasiMinor difference of 478 shares. Difference is under 0.5% of holdings. Sr. Executive Vice President | 44K | 0 | 122K | no sales |
Vesting, gifts, unvested awards and holding lines for Fernando Rivas+153Kshares vested or exercised 0gifted (net of own trusts) −77Kwithheld by the company for taxes none reportedunvested awards, start → end Reconciliation: minor difference of 478 shares. Difference is under 0.5% of holdings. |
| Theodore Craver Jr. Director | 33K | 0 | 33K | no sales |
Vesting, gifts, unvested awards and holding lines for Theodore Craver Jr.0shares vested or exercised 0gifted (net of own trusts) 24K → 42Kunvested awards, start → end |
Mark ChancyiMinor difference of 33 shares. Difference is under 0.5% of holdings. Director | 29K | 0 | 29K | no sales |
Vesting, gifts, unvested awards and holding lines for Mark Chancy0shares vested or exercised 0gifted (net of own trusts) 33K → 51Kunvested awards, start → end Reconciliation: minor difference of 33 shares. Difference is under 0.5% of holdings. |
| Ronald Sargent Director | 18K | 0 | 18K | no sales |
Vesting, gifts, unvested awards and holding lines for Ronald Sargent0shares vested or exercised 0gifted (net of own trusts) 547K → 848Kunvested awards, start → end |
Suzanne VautrinotiMinor difference of 3 shares. Difference is under 0.5% of holdings. Director | 18K | 0 | 18K | no sales |
Vesting, gifts, unvested awards and holding lines for Suzanne Vautrinot0shares vested or exercised 0gifted (net of own trusts) 24K → 42Kunvested awards, start → end Reconciliation: minor difference of 3 shares. Difference is under 0.5% of holdings. |
| Jason Rosenberg SEVP & Head of Public Affairs | 9.6K | 0 | 22K | no sales |
Vesting, gifts, unvested awards and holding lines for Jason Rosenberg+21Kshares vested or exercised 0gifted (net of own trusts) −9.5Kwithheld by the company for taxes none reportedunvested awards, start → end |
| Felicia Norwood Director | 5.4K | 0 | 5.4K | no sales |
Vesting, gifts, unvested awards and holding lines for Felicia Norwood0shares vested or exercised 0gifted (net of own trusts) 24K → 42Kunvested awards, start → end |
| Maria Morris Director | 4.3K | 0 | 4.3K | no sales |
Vesting, gifts, unvested awards and holding lines for Maria Morris0shares vested or exercised 0gifted (net of own trusts) 24K → 42Kunvested awards, start → end |
| Richard Davis Director | 4.2K | 0 | 4.2K | no sales |
Vesting, gifts, unvested awards and holding lines for Richard Davis0shares vested or exercised 0gifted (net of own trusts) 24K → 42Kunvested awards, start → end |
| Celeste Clark Director | 4K | 0 | 4K | no sales |
Vesting, gifts, unvested awards and holding lines for Celeste Clark0shares vested or exercised 0gifted (net of own trusts) 62K → 101Kunvested awards, start → end |
Steven BlackiMinor difference of 3 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Director | 138 | 0 | 142 | no sales |
Vesting, gifts, unvested awards and holding lines for Steven Black0shares vested or exercised 0gifted (net of own trusts) 414K → 661Kunvested awards, start → end - Unexplained small increases, consistent with stock unit vesting or reinvested dividends.
Reconciliation: minor difference of 3 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. |
| Wayne Hewett Director | 101 | 0 | 101 | no sales |
Vesting, gifts, unvested awards and holding lines for Wayne Hewett0shares vested or exercised 0gifted (net of own trusts) 297K → 482Kunvested awards, start → end |
| CeCelia Morken Director | 100 | 0 | 100 | no sales |
Vesting, gifts, unvested awards and holding lines for CeCelia Morken0shares vested or exercised 0gifted (net of own trusts) 24K → 42Kunvested awards, start → end |
Fabian GarciaiMinor difference of 2 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. Director | 100 | 0 | 102 | no sales |
Vesting, gifts, unvested awards and holding lines for Fabian Garcia0shares vested or exercised 0gifted (net of own trusts) 14K → 25Kunvested awards, start → end - Unexplained small increases, consistent with stock unit vesting or reinvested dividends.
Reconciliation: minor difference of 2 shares. Unexplained small increases, consistent with stock unit vesting or reinvested dividends. |