Welcome to our dedicated page for Pitney Bowes SEC filings (Ticker: PBI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Pitney Bowes Inc. filings document the company's operating results, capital structure, governance, and securities disclosures for a public shipping, mailing, and financial-services company. Form 8-K reports include quarterly and annual results, preliminary financial information, Regulation FD disclosures, senior-note financing, debt tender offers, and exhibits such as earnings releases and CEO letters.
Proxy materials cover annual meeting matters, board composition, executive leadership, compensation, and stockholder governance. The filings also identify registered securities including common stock and listed 6.70% Notes due 2043, and describe debt instruments such as 7.250% Senior Notes due 2029, guarantees, indenture supplements, and use-of-proceeds disclosures.
Pitney Bowes President & CEO Kurt James Wolf, through investment entities he manages, reported open-market sales totaling 522,141 shares of Pitney Bowes common stock between July 2 and July 7, 2026. Reported sale prices ranged from about $16.65 to $17.36 per share, with Form 4 line items showing weighted-average prices of $16.826, $16.915, and $17.104.
The transactions were executed indirectly by Hestia Capital Partners, LP and certain separately managed accounts, not by Wolf personally. After these sales, the Form 4 shows indirect holdings of 2,663,349 shares via Hestia Capital Partners, LP and 217,930 shares via separately managed accounts, plus 1,132,581 shares held directly as of July 2, 2026.
The filing states that these broker-assisted sales were carried out under a Rule 10b5-1 trading plan adopted by Wolf on November 10, 2025, and that he may be deemed the beneficial owner of the securities held by Hestia Capital Partners and the separately managed accounts but disclaims beneficial ownership except to the extent of his pecuniary interest.
Pitney Bowes Inc. has redeemed all of its $347 million 6.875% Senior Notes due March 2027 and refinanced part of this obligation by upsizing its existing Term Loan A credit facility. The company added $150 million of new tranche A term loans, bringing total Term Loan A borrowings to $302 million. These incremental loans carry the same pricing and terms as the existing facility, with a maturity date of May 18, 2031. Following the redemption, Pitney Bowes’ next scheduled debt maturity is in March 2029, extending its near‑term debt runway while management highlights expected benefits from reduced leverage, lower interest expense and broader lender participation.
Pitney Bowes director Brent D. Rosenthal exercised restricted stock units to acquire additional common shares. On June 18, 2026, 8,755 restricted stock units converted into 8,755 shares of Pitney Bowes common stock at a stated price of $0.00 per share, reflecting vesting of a prior equity grant to a non-employee director. Following the transaction, Rosenthal directly held 17,755 shares of common stock and 24,691 restricted stock units, with each unit representing a contingent right to receive one share of common stock.
Pitney Bowes director and CEO Kurt James Wolf reported indirect open-market sales of 814,817 shares of Common Stock over three days in June. The sales were made through entities he is associated with, including Hestia Capital Partners, LP and certain separately managed accounts, at weighted average prices around $16.93–$17.40 per share.
The filing states these transactions, including stock option exercises and broker-assisted sales, were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on November 10, 2025. Following these sales, he reports indirect holdings of 3,138,498 shares via Hestia Capital Partners, 264,922 shares in separately managed accounts, and 1,132,581 shares held directly, while disclaiming beneficial ownership except to the extent of his pecuniary interest.
Pitney Bowes President & CEO Kurt Wolf reported a restructuring of his Pitney Bowes share holdings connected to Hestia Capital funds, rather than a new purchase or sale. He received an in-kind distribution of 1,067,507 shares of Common Stock from Hestia Capital Partners, LP at a reference price of $16.10 per share, while 432,493 shares were distributed in-kind to other limited partners.
Footnotes explain that his personal economic exposure to Pitney Bowes stock is unchanged, as the transactions mainly convert indirect fund-held shares into direct ownership and adjust other indirect positions, including separately managed accounts. Following the restructuring, he holds 1,132,202 shares directly and 3,879,981 shares indirectly through Hestia Capital Partners, LP, plus 338,256 shares in separately managed accounts where he may be deemed a beneficial owner.
Pitney Bowes executive Deborah Pfeiffer, EVP & President of Presort Services, reported an open-market sale of 18,750 shares of Common Stock at a weighted average price of $16.059 per share. After this transaction, she directly holds 97,828 shares of Pitney Bowes stock.
The sale was executed on May 29, 2026 and was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on February 20, 2026 during the company’s open window period. The filing notes that the sale involved multiple trades at prices ranging from $16.00 to $16.12 per share.
PBI: A Form 144 notice lists proposed sales of Common stock tied to Restricted Stock Units and prior 10b5-1 activity. The filing shows 18,750 shares associated with RSUs (dated 02/28/2023) with a reported aggregate value of $296,250. It also records 10b5-1 sales by Deborah Pfeiffer of 23,075 shares on 05/22/2026 generating $357,240.23. Shares outstanding are listed as 135,441,425 as of 05/29/2026.
Pitney Bowes Inc. President & CEO Kurt James Wolf, through entities he manages, reported open-market sales of company common stock. On May 27, 2026, separately managed accounts sold 21,954 shares and Hestia Capital Partners, LP sold 221,984 shares, both at a weighted average price of $15.674 per share.
These transactions were executed pursuant to a Rule 10b5-1 trading plan adopted on November 10, 2025. Following the sales, Wolf reports 64,695 shares held directly, 338,256 shares held via separately managed accounts, and 5,379,981 shares held via Hestia Capital, while disclaiming beneficial ownership beyond his pecuniary interest.
Pitney Bowes President & CEO Kurt James Wolf reported indirect open-market sales of company common stock through investment entities he manages. Accounts labeled as Separately Managed Accounts sold 3,643 shares at a weighted average price of $15.622 per share, while Hestia Capital Partners, LP sold 36,833 shares at the same weighted average price.
Following these transactions, indirect holdings stood at 360,210 shares in the Separately Managed Accounts and 5,601,965 shares at Hestia Capital Partners, LP, alongside 64,695 shares held directly. The filing notes the transactions were effected under a pre-arranged Rule 10b5-1 trading plan and that prices ranged from $15.61 to $15.655.
Pitney Bowes executive Deborah Pfeiffer, EVP & Pres, Presort Services, sold 23,075 shares of common stock in an open-market transaction. The shares were sold at a weighted average price of $15.482 per share on May 22, 2026. After this sale, she directly holds 116,578 shares. A footnote states the transactions were effected under a Rule 10b5-1 trading plan adopted on February 20, 2026, indicating the trades were pre-arranged rather than timed discretionarily.