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.
Postal discounts, lease obligations, and SaaS subscription metrics all live side-by-side in Pitney Bowes� regulatory reports—making a single 10-K feel like three different companies at once. If you have ever searched for “Pitney Bowes insider trading Form 4 transactions� or tried to locate pension costs buried deep in note 14, you know the challenge.
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- Pitney Bowes earnings report filing analysis with trend visuals.
- Dashboards for understanding Pitney Bowes SEC documents with AI—no accounting degree required.
- Alerts on Pitney Bowes executive stock transactions Form 4 and option grants.
- A Pitney Bowes annual report 10-K simplified to highlight postal rate sensitivities, debt covenants, and pension obligations.
- Links to the latest Pitney Bowes proxy statement executive compensation and how management’s pay aligns with SendTech ROI.
- Pitney Bowes 8-K material events explained so you understand contract wins or rating changes the day they occur.
Whether you monitor cash flows from Presort Services or track new SaaS clients, our AI-powered analysis, expert commentary, and real-time filing updates keep you ahead—without wading through hundreds of pages.
On July 1, 2025, Exodus Movement, Inc. (EXOD) President, Director and >10% owner Daniel Castagnoli filed a Form 4 detailing an automatic disposition of 9,878 Class A shares (transaction code F). The shares were withheld by the issuer at $28.83 to satisfy tax obligations arising from previously granted restricted stock units (RSUs) that vested on the same date. After the withholding, Castagnoli continues to own 823,563 Class A shares directly.
The filing outlines an extensive unvested RSU schedule—approximately 491,327 RSUs granted between 2022 and 2025 that will vest monthly through January 1, 2029. Each RSU converts 1-for-1 into Class A shares upon settlement, reinforcing long-term alignment between the insider and shareholders.
The 9,878-share reduction represents only about 1.2 % of Castagnoli’s direct holdings and does not involve an open-market sale or purchase. Accordingly, the transaction is considered routine and likely to have minimal immediate market impact.
Lennox International Inc. (LII) � Form 144 filing discloses that John W. Norris III intends to sell 3,190 shares of the company’s common stock. The planned transaction, to be executed through Morgan Stanley Smith Barney LLC, carries an estimated aggregate market value of $1.92 million based on the quoted market price at the time of filing. The shares represent roughly 0.009% of the 35.48 million shares outstanding, signalling a limited dilution impact.
The shares were originally received as a gift on 23 Jul 2009; thus, the filing satisfies Rule 144’s disclosure requirement for the resale of restricted or control securities. An accompanying table shows that the same holder already sold an identical 3,190-share block on 1 Jul 2025 for gross proceeds of $1.91 million, indicating continued disposition of gifted shares. The expected sale date for the new block is 3 Jul 2025 on the NYSE.
Because the filing is a notice of intent—not a confirmation of execution—and the volume is immaterial relative to total shares, the market impact is likely minimal. Nonetheless, recurring insider sales can attract investor attention regarding insider sentiment.
BGSF, Inc. (NYSE: BGSF) has filed a DEFA14A to distribute additional proxy-soliciting material related to the planned divestiture of its Professional Division to INSPYR Solutions. The Professional Division—comprising IT Consulting, Finance & Accounting, Managed Solutions, and Nearshore/Offshore Software Engineering—was identified in a year-long strategic review as having stronger growth prospects under a new owner. BGSF and INSPYR have signed a definitive agreement, with closing targeted for the second half of fiscal 2025, subject to shareholder approval and customary conditions.
The filing is largely an employee and shareholder FAQ that outlines:
- Strategic rationale: Divestiture will allow BGSF to sharpen its focus on its core Property Management Division while the Professional Division scales under INSPYR’s platform.
- Employee continuity: Current assignments, compensation, payroll schedules, and PTO policies remain unchanged until close. After close, employees will transition to INSPYR benefit plans with no coverage gaps and immediate 401(k) eligibility (25% match on the first 6 %).
- Shareholder process: Employee-shareholders retain voting rights. Proxy materials and a shareholder meeting will be scheduled; definitive proxy statements will be mailed when available.
- Timeline & contingencies: The transaction is in the sign-to-close phase. If not approved or closed, the Professional Division will continue operating within BGSF.
- Forward-looking statements & risks: The company lists typical M&A uncertainties, including regulatory clearance, financing, and potential impact on stock price if the deal does not proceed.
The document contains no financial terms (purchase price, use of proceeds) but emphasizes that further details will be provided in the definitive proxy statement and subsequent SEC filings.
Breeze Holdings Acquisition Corp. (BRZH) disclosed the results of its 26 June 2025 Special Meeting of Stockholders via Form 8-K.
Voting participation: 3,179,582 shares (93.2 % of the 3,412,103 shares eligible) were represented. All three proposals passed with overwhelming support (�99.97 % votes in favor for Proposals 1 & 2).
Key approvals
- Proposal 1: Amended the company’s certificate of incorporation to allow the Board to extend the SPAC deadline monthly, up to 26 September 2025.
- Proposal 2: Amended the Investment Management Trust Agreement to implement the extension terms.
- Proposal 3: Gave the Board discretionary authority to adjourn the meeting if additional proxy solicitation was required.
Redemptions & capital position: 47,690 public shares were redeemed. Post-meeting share count is 3,364,413, of which only 224,413 are public shares. Approximately $2.75 million remains in the trust account.
Forward timeline & liquidation language: If no business combination closes by 26 September 2025 (or a subsequent stockholder-approved extension), the SPAC will wind up, redeem remaining public shares for the trust balance (net of up to $100k dissolution costs) and liquidate.
An executed Seventh Amendment to the Amended and Restated Certificate of Incorporation was filed with the State of Delaware and is attached as Exhibit 3.1.
Pitney Bowes has filed a Form 3 (Initial Statement of Beneficial Ownership) announcing the appointment of Brent D. Rosenthal as a Director, effective June 16, 2025. The filing discloses that Rosenthal, whose business address is listed as 3001 Summer Street, Stamford, CT, currently owns no securities of the company.
Key details:
- Filing Type: Form 3 - Initial Statement of Beneficial Ownership
- Position: Director (Non-Employee)
- Beneficial Ownership: No securities beneficially owned
- Filing Date: June 28, 2025
- Document signed by Elisabeth Weinberg as attorney-in-fact on June 18, 2025
This Form 3 filing is a standard regulatory requirement under Section 16(a) of the Securities Exchange Act of 1934, requiring directors, officers, and 10% shareholders to disclose their initial ownership positions upon assuming their roles.
Hestia Capital Management and related entities have filed Amendment No. 10 to their Schedule 13D on Pitney Bowes Inc. (PBI). The filing, dated 16 June 2025, discloses updated ownership levels and a governance development stemming from the January 31, 2024 cooperation agreement between the parties.
Ownership detail
- Hestia Capital Partners LP directly owns 4,810,917 shares (�2.7% of the 181,253,371 shares outstanding as of 30 April 2025).
- Helios I, LP directly owns 6,639,492 shares (�3.7%).
- Separately managed accounts (SMAs) advised by Hestia hold 584,636 shares.
- Collectively, Hestia Capital Partners GP, LLC may be deemed to beneficially own 11,450,409 shares (�6.3%).
- Hestia Capital Management, LLC and Kurtis J. Wolf (CEO of PBI and Hestia’s Managing Partner) report aggregate beneficial ownership of 12,070,325 shares, equating to �6.7% of the outstanding common stock.
All shares were purchased in open-market transactions with working capital; cumulative purchase prices total approximately $42.5 million for Hestia Capital and Helios combined, plus about $2.3 million for the SMAs. Mr. Wolf’s personal 35,280 shares were acquired through director compensation arrangements.
Governance update
On 17 June 2025, Pitney Bowes announced that the Board appointed Brent Rosenthal as a director effective 16 June 2025. His appointment is made under Section 1(c) of the January 2024 Cooperation Agreement and he replaces Lance Rosenzweig as a “Replacement Director� for purposes of that agreement.
Key takeaways for investors
- Hestia’s group remains the largest reported active shareholder, controlling nearly 7 % of PBI, reinforcing ongoing activist oversight.
- The Rosenthal appointment signals continued implementation of the cooperation agreement and may influence strategic direction and capital allocation at PBI.