Form 4: BNY Mellon EVP Gifts Shares to Charity

Jayee Koffey, Senior Executive Vice President at Bank of New York Mellon Corp, gifted 925 shares of common stock to a charitable donor-advised fund.

Summary

• Jayee Koffey, Senior Executive Vice President of Bank of New York Mellon Corp (BK), disposed of 925 shares of common stock.
• The transaction, a gift to a charitable donor-advised fund, is scheduled for November 6, 2025.
• Shares were disposed of at a price of $0 per share, consistent with a gift.
• Following this transaction, Jayee Koffey will beneficially own 50,865 shares of common stock directly.
• This transaction was made pursuant to a Rule 10b5-1 plan, indicating it was pre-arranged.

Sentiment

Score: 5

Explanation: Neutral. This is a routine insider transaction (a gift) and does not reflect positively or negatively on the company's operational or financial performance. It's a personal action by an executive.

Positives

• The gift to a charitable donor-advised fund demonstrates philanthropic activity by a senior executive.

Negatives

• A minor reduction in direct beneficial ownership by a senior executive, though for a charitable purpose.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This is a routine insider transaction filing that reflects an individual executive's personal financial planning and charitable giving, rather than providing broader industry context or insights into Bank of New York Mellon's operational performance.

Stakeholder Impact

• Shareholders: Minimal impact due to the small number of shares relative to the company's total outstanding shares. It represents a minor reduction in an executive's direct ownership.
• Charitable Organizations: The recipient charitable donor-advised fund benefits from the gift.

Key Dates

Keywords

Bank of New York Mellon, BK, Jayee Koffey, Form 4, Insider Transaction, Stock Gift, Charitable Donation, Executive Compensation, Rule 10b5-1