SEC CIK 1503137
Goldstein Daniel J
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| PBIview stock → | 97,493 | 2024-03-12 |
Position History — PBI
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — PBI
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2024-03-12 | Option exercise (derivative) | 7,892 | $0.00 | 0 |
| 2024-03-12 | Tax withholding | 3,561 | $4.09 | 97,493 |
| 2024-03-12 | Option exercise | 7,892 | $0.00 | 101,054 |
| 2024-03-07 | Option exercise (derivative) | 1,260 | $0.00 | 112,895 |
| 2024-03-07 | Tax withholding | 1,260 | $3.88 | 88,557 |
| 2024-03-07 | Option exercise | 1,260 | $0.00 | 89,817 |
| 2024-02-15 | Grant / award (derivative) | 125,313 | $3.99 | 364,754 |
| 2023-03-14 | Option exercise (derivative) | 7,891 | $0.00 | 14,134 |
| 2023-03-14 | Option exercise | 7,891 | $0.00 | 91,031 |
| 2023-03-14 | Tax withholding | 2,474 | $0.00 | 88,557 |
| 2023-02-21 | Option exercise (derivative) | 1,364 | $0.00 | 20,661 |
| 2023-02-21 | Option exercise | 1,364 | $0.00 | 82,185.96 |
| 2023-02-21 | Tax withholding | 1,364 | $4.26 | 80,821.96 |
| 2023-02-14 | Grant / award (derivative) | 114,155 | $4.38 | 238,595 |
| 2022-07-29 | Open-market buy | 3,013 | $3.32 | 80,821.96 |
| 2022-03-08 | Option exercise (derivative) | 7,892 | $0.00 | 14,133 |
| 2022-03-08 | Option exercise | 7,892 | $0.00 | 78,814 |
| 2022-03-08 | Tax withholding | 2,474 | $0.00 | 76,340 |
| 2022-02-15 | Grant / award (derivative) | 101,833 | $4.91 | 225,886 |
| 2022-02-11 | Option exercise (derivative) | 3,352 | $0.00 | 18,673 |
| 2022-02-11 | Option exercise | 3,352 | $0.00 | 69,360.18 |
| 2022-02-11 | Tax withholding | 3,352 | $4.91 | 66,008.18 |
| 2021-03-03 | Grant / award (derivative) | 23,675 | $8.87 | 124,943 |
| 2021-03-03 | Grant / award (derivative) | 45,259 | $0.00 | 439,010 |
| 2021-02-16 | Option exercise (derivative) | 1,860 | $0.00 | 20,165 |
| 2021-02-16 | Option exercise | 1,860 | $0.00 | 67,868.18 |
| 2021-02-16 | Tax withholding | 1,860 | $9.33 | 66,008.18 |
| 2020-02-19 | Option exercise (derivative) | 2,030 | $0.00 | 19,995 |
| 2020-02-19 | Tax withholding | 2,030 | $4.00 | 66,008.18 |
| 2020-02-19 | Option exercise | 2,030 | $0.00 | 63,978.18 |
| 2020-02-04 | Grant / award (derivative) | 148,515 | $0.00 | 433,606 |
| 2020-02-04 | Grant / award (derivative) | 37,688 | $3.98 | 99,982 |
| 2019-02-20 | Option exercise (derivative) | 1,023 | $0.00 | 27,588 |
| 2019-02-20 | Option exercise | 1,023 | $0.00 | 56,548.86 |
| 2019-02-20 | Tax withholding | 1,023 | $7.22 | 55,525.86 |
| 2019-02-05 | Grant / award (derivative) | 75,377 | $0.00 | 285,091 |
| 2019-02-05 | Grant / award (derivative) | 22,727 | $6.60 | 62,101 |
| 2018-02-21 | Option exercise (derivative) | 106 | $0.00 | 3,005 |
| 2018-02-21 | Option exercise (derivative) | 590 | $0.00 | 26,325 |
| 2018-02-21 | Option exercise | 106 | $0.00 | 55,631.86 |
| 2018-02-21 | Option exercise | 590 | $0.00 | 56,115.86 |
| 2018-02-21 | Tax withholding | 590 | $12.21 | 55,525.86 |
| 2018-02-05 | Grant / award (derivative) | 10,680 | $12.64 | 38,190 |
| 2018-02-05 | Grant / award (derivative) | 32,041 | $12.64 | 61,311 |
| 2018-02-05 | Grant / award (derivative) | 54,656 | $0.00 | 209,714 |
| 2017-02-21 | Option exercise (derivative) | 97 | $0.00 | 27,030 |
| 2017-02-21 | Option exercise (derivative) | 108 | $0.00 | 27,127 |
| 2017-02-21 | Option exercise | 205 | $0.00 | 55,730.86 |
| 2017-02-21 | Tax withholding | 205 | $13.33 | 55,525.86 |
| 2017-02-07 | Option exercise (derivative) | 10,147 | $0.00 | 0 |
| 2017-02-07 | Option exercise (derivative) | 4,693 | $0.00 | 0 |
| 2017-02-07 | Tax withholding | 6,728 | $13.17 | 55,525.86 |
| 2017-02-07 | Option exercise | 17,434 | $0.00 | 62,253.86 |
| 2017-02-06 | Grant / award (derivative) | 10,258 | $13.16 | 34,522 |
| 2017-02-06 | Grant / award (derivative) | 67,500 | $0.00 | 143,553 |
| 2017-02-06 | Grant / award (derivative) | 30,775 | $13.16 | 76,478 |
| 2016-11-02 | Open-market buy | 1,670 | $14.79 | 44,334.92 |
| 2016-02-11 | Option exercise (derivative) | 108 | $0.00 | 24,149 |
| 2016-02-11 | Option exercise | 108 | $0.00 | 41,564.95 |
| 2016-02-11 | Tax withholding | 108 | $17.28 | 41,456.95 |
| 2016-02-08 | Grant / award (derivative) | 47,703 | $0.00 | 87,558 |
| 2016-02-08 | Grant / award (derivative) | 24,078 | $16.82 | 68,580 |
| 2016-02-08 | Grant / award (derivative) | 8,026 | $16.82 | 24,257 |
| 2016-02-02 | Option exercise (derivative) | 2,592 | $0.00 | 2,594 |
| 2016-02-02 | Option exercise (derivative) | 2,198 | $0.00 | 0 |
| 2016-02-02 | Option exercise (derivative) | 4,693 | $0.00 | 4,693 |
| 2016-02-02 | Tax withholding | 1,967 | $17.28 | 39,799.95 |
| 2016-02-02 | Option exercise | 2,592 | $0.00 | 42,391.95 |
| 2016-02-02 | Tax withholding | 935 | $17.28 | 41,456.95 |
| 2016-02-02 | Option exercise | 2,198 | $0.00 | 37,866.95 |
| 2016-02-02 | Tax withholding | 793 | $17.28 | 37,073.95 |
| 2016-02-02 | Option exercise | 4,693 | $0.00 | 41,766.95 |
| 2015-02-09 | Grant / award (derivative) | 22,214 | $21.27 | 40,334 |
| 2015-02-09 | Grant / award (derivative) | 8,944 | $22.64 | 25,714 |
| 2015-02-03 | Option exercise (derivative) | 4,694 | $0.00 | 9,386 |
| 2015-02-03 | Option exercise (derivative) | 2,592 | $0.00 | 5,186 |
| 2015-02-03 | Option exercise (derivative) | 12,793 | $0.00 | 0 |
| 2015-02-03 | Option exercise (derivative) | 1,318 | $0.00 | 0 |
| 2015-02-03 | Option exercise (derivative) | 2,198 | $0.00 | 2,198 |
| 2015-02-03 | Tax withholding | 1,736 | $22.57 | 24,938.3 |
| 2015-02-03 | Option exercise | 2,198 | $0.00 | 22,793.3 |
| 2015-02-03 | Tax withholding | 813 | $22.57 | 21,980.3 |
| 2015-02-03 | Option exercise | 4,694 | $0.00 | 26,674.3 |
| 2015-02-03 | Option exercise | 2,592 | $0.00 | 27,530.3 |
| 2015-02-03 | Tax withholding | 959 | $22.57 | 26,571.3 |
| 2015-02-03 | Option exercise | 12,793 | $0.00 | 39,364.3 |
| 2015-02-03 | Tax withholding | 4,875 | $22.57 | 34,489.3 |
| 2015-02-03 | Option exercise | 1,318 | $0.00 | 21,083.3 |
| 2015-02-03 | Tax withholding | 488 | $22.57 | 20,595.3 |
| 2014-02-10 | Grant / award (derivative) | 7,778 | $25.07 | 27,572 |
| 2014-02-10 | Grant / award (derivative) | 18,120 | $25.11 | 18,120 |
| 2014-02-04 | Option exercise (derivative) | 2,199 | $0.00 | 4,396 |
| 2014-02-04 | Option exercise (derivative) | 4,693 | $0.00 | 14,080 |
| 2014-02-04 | Option exercise (derivative) | 4,638 | $0.00 | 0 |
| 2014-02-04 | Option exercise (derivative) | 1,319 | $0.00 | 1,318 |
| 2014-02-04 | Tax withholding | 488 | $24.74 | 19,254.07 |
| 2014-02-04 | Option exercise | 1,319 | $0.00 | 19,742.07 |
| 2014-02-04 | Tax withholding | 1,698 | $24.74 | 18,423.07 |
| 2014-02-04 | Option exercise | 4,638 | $0.00 | 20,121.07 |
| 2014-02-04 | Tax withholding | 813 | $24.74 | 15,483.07 |
| 2014-02-04 | Option exercise | 2,199 | $0.00 | 16,296.07 |
| 2014-02-04 | Tax withholding | 1,887 | $24.74 | 14,097.07 |
| 2014-02-04 | Option exercise | 4,693 | $0.00 | 15,984.07 |
| 2013-02-11 | Grant / award (derivative) | 18,773 | $0.00 | 32,643 |
| 2013-02-05 | Option exercise (derivative) | 4,639 | $0.00 | 4,638 |
| 2013-02-05 | Option exercise (derivative) | 2,198 | $0.00 | 6,595 |
| 2013-02-05 | Option exercise (derivative) | 1,318 | $0.00 | 2,637 |
| 2013-02-05 | Tax withholding | 850 | $13.30 | 10,761.07 |
| 2013-02-05 | Option exercise | 2,198 | $0.00 | 11,611.07 |
| 2013-02-05 | Tax withholding | 476 | $13.30 | 9,413.07 |
| 2013-02-05 | Option exercise | 1,318 | $0.00 | 9,889.07 |
| 2013-02-05 | Tax withholding | 1,961 | $13.30 | 8,571.07 |
| 2013-02-05 | Option exercise | 4,639 | $0.00 | 10,532.07 |
| 2012-05-21 | Open-market buy | 1,850 | $13.54 | 5,562.72 |
| 2012-05-21 | Grant / award | 1,850 | $13.54 | 5,562.72 |
| 2012-02-13 | Grant / award (derivative) | 9,073 | $0.00 | 9,073 |
| 2012-02-13 | Grant / award (derivative) | 8,793 | $0.00 | 22,025 |
| 2012-02-07 | Option exercise (derivative) | 5,957 | $19.38 | 13,232 |
| 2012-02-07 | Option exercise | 5,957 | $0.00 | 5,957 |
| 2012-02-07 | Tax withholding | 2,298 | $19.38 | 3,659 |
| 2011-02-14 | Grant / award (derivative) | 5,274 | $0.00 | 19,189 |
| 2011-02-14 | Grant / award (derivative) | 39,855 | $0.00 | 39,855 |
| 2010-10-18 | Grant / award (derivative) | 13,915 | $21.56 | 13,915 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.