BNY Mellon EVP Perez sells and gifts shares
Bank of New York Mellon Corp senior executive Alejandro Perez reported multiple stock moves.
Accepted by SEC EDGAR
Learn about SEC filing dates
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Bank of New York Mellon Corp senior executive Alejandro Perez reported multiple stock moves. On April 17, 2026, he sold 12,504 shares of common stock in an open-market transaction at a weighted average price of $137.0086 per share. He also made a bona fide gift of 1,000 shares to a charitable donor-advised fund. After these transactions, he directly holds 62,612.761 shares and indirectly holds 1,806.0786 shares through a 401(k) plan.
Insider Trade Summary
Net Seller: 12,504 shares
Net Sell
2 txns
Insider
Perez Alejandro
Role
Sr. Executive Vice President
Sold
12,504 shs ($1.71M)
Share of Position Sold
16.6%
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 1,000 | $0.00 | $0.00 |
| Sale | Common Stock | 12,504 | $137.0086 | $1.71M |
| Holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 62,612.761 shares (Direct);
Common Stock — 1,806.0786 shares (Indirect, By 401(k))
Holdings Before and After:
Common Stock, 76,116.761 to 62,612.761 shares (Direct)
Other Insiders: 3 other insiders reported open-market sales of this stock in the 30 days up to this filing.
Footnotes (2)
- F1. Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund.
- F2. Represents the weighted average price of shares sold with actual prices ranging from $136.78 to $137.22. Upon request by the SEC staff, the issuer, or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price within this range.
Key Figures
Open-market sale shares: 12,504 shares
Weighted average sale price: $137.0086 per share
Gifted shares: 1,000 shares
+3 more
6 metrics
Open-market sale shares
12,504 shares
Common Stock sold on April 17, 2026
Weighted average sale price
$137.0086 per share
Open-market sale on April 17, 2026
Gifted shares
1,000 shares
Bona fide gift to donor-advised fund
Direct holdings after sale
62,612.761 shares
Common Stock directly owned after April 17, 2026
Indirect 401(k) holdings
1,806.0786 shares
Common Stock held indirectly via 401(k)
Net buy/sell shares
-12,504 shares
Net of buy and sell activity in this filing
Key Terms
bona fide gift, weighted average price, donor-advised fund, open-market sale, +1 more
5 terms
bona fide gift financial
"Represents shares of common stock gifted by the reporting person to a charitable donor-advised fund."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
weighted average price financial
"Represents the weighted average price of shares sold with actual prices ranging from $136.78 to $137.22."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
donor-advised fund financial
"gifted by the reporting person to a charitable donor-advised fund."
A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.
open-market sale financial
"transaction_action: "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
401(k) financial
"nature_of_ownership: "By 401(k)""
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did BK executive Alejandro Perez report?
Alejandro Perez reported selling 12,504 shares of Bank of New York Mellon common stock and gifting 1,000 shares. The sale was an open-market transaction, while the gift went to a charitable donor-advised fund, reflecting both liquidity activity and philanthropic giving.
What does the weighted average sale price mean in Perez’s BK Form 4?
The weighted average sale price of $137.0086 reflects multiple trades executed between $136.78 and $137.22. Instead of listing each trade separately, the filing reports the average, with a note that detailed trade breakdowns are available upon request to relevant parties.
AI-generated analysis. How Rhea-AI works. Not financial advice.
