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 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.
Pitney Bowes Inc. amended its main bank Credit Agreement on May 18, 2026, extending the maturities of its revolving credit facility and Term Loan A to May 2031, which lengthens access to committed bank financing.
The revolving credit facility remains at $450 million and the Term Loan A at $152 million, with total loans outstanding unchanged on the amendment date. The updated agreement adds quarterly-tested financial covenants, including a Consolidated Interest Coverage Ratio of at least 2.00x, a Consolidated Secured Net Leverage Ratio no greater than 3.00x, and a tiered Consolidated Total Net Leverage Ratio tightening from 4.75x for fiscal 2026 to 4.00x from March 31, 2029 onward.
The facilities are guaranteed by certain domestic subsidiaries and secured by substantially all of their assets, with maturities subject to springing provisions tied to existing senior notes. Separately, Fitch initiated coverage, assigning Pitney Bowes a BB- long-term rating with a Stable Outlook and BB+ on senior secured debt.
Pitney Bowes Inc. reported the results of its annual meeting of stockholders held on May 12, 2026. Stockholders elected five directors for one-year terms expiring at the 2027 annual meeting, with support levels generally above 90% of votes cast for most nominees.
For example, Kurt Wolf received 86,058,941 votes for and 660,325 against, while Peter Brimm received 85,592,797 for and 1,118,756 against. Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026 by 109,410,968 votes for and 2,182,883 against.
In addition, stockholders approved a non-binding advisory vote on executive compensation, with 83,947,862 votes for, 2,523,786 against and 396,739 abstentions. The Board and its Executive Compensation Committee plan to consider these results when evaluating future executive pay programs.
Levene Catherine reported acquisition or exercise transactions in this Form 4 filing.
Pitney Bowes director Catherine Levene received new equity awards in the form of Restricted Stock Units. On May 12, 2026 she was granted 18,159 RSUs and a separate grant of 6,532 RSUs, each representing a contingent right to one share of common stock. After the larger grant, her reported RSU holdings totaled 24,691 units, and the grants will cliff vest after one year as part of her compensation, not an open-market purchase.
WALKER WAYNE REMELL reported acquisition or exercise transactions in this Form 4 filing.
Pitney Bowes director Wayne Remell Walker reported stock-based compensation awards. On May 12, 2026, he received two grants of Restricted Stock Units (RSUs) covering 18,159 and 6,532 units at no cash cost.
Each RSU represents a contingent right to receive one share of Pitney Bowes common stock. The RSUs granted on May 12, 2026 will cliff vest after one year, meaning the full awards vest at once rather than gradually. After these grants, the reported RSU holdings tied to the respective awards increased to 30,292 units and 12,133 units.
Brimm Peter C reported acquisition or exercise transactions in this Form 4 filing.
Pitney Bowes director Peter C. Brimm reported stock-based compensation rather than open-market trades. On May 12, 2026 he received two grants of Restricted Stock Units covering 18,159 and 6,532 units, each representing a contingent right to one share of Pitney Bowes common stock. The new RSUs will cliff vest after one year, meaning the entire awards vest at once if service conditions are met. Following these grants, Brimm directly holds 31,613 and 13,454 Restricted Stock Units in the respective award lines.
Rosenthal Brent D reported acquisition or exercise transactions in this Form 4 filing.
Pitney Bowes director Brent D. Rosenthal received two grants of Restricted Stock Units as equity compensation. On May 12, 2026, he was awarded 18,159 units and 6,532 units, each representing a contingent right to receive one share of Pitney Bowes common stock.
The Restricted Stock Units granted on that date will cliff vest after one year, meaning none of the units vest until the one-year mark is reached. These are compensation-related awards, not open-market share purchases or sales.
Hestia Capital and Kurtis J. Wolf report reduced ownership in Pitney Bowes, falling below the 5% threshold for major shareholders. As of an outstanding share count of 135,441,425 on April 24, 2026, Hestia Capital directly owns 5,638,798 shares, or about 4.2%.
Hestia Capital Management and related entities may be deemed to beneficially own up to 6,002,651 shares, while Mr. Wolf is deemed to beneficially own 6,297,055 shares, or about 4.6%. Hestia plans to distribute approximately 1.5 million shares to limited partners, including about 1.1 million shares to Mr. Wolf, and notes recent trades were executed under a Rule 10b5-1 trading plan.
Pitney Bowes Inc. reported insider sales of common stock by entities associated with President & CEO Kurt James Wolf. Over May 6–8, Hestia Capital Partners, LP and certain separately managed accounts sold an aggregate 1,952,946 shares in open‑market transactions at weighted average prices ranging from about $14.47 to $15.69. The filing notes these sales were executed under a Rule 10b5-1 trading plan adopted on November 10, 2025. After the reported sales, the filing shows indirect holdings including 5,638,798 shares through Hestia Capital Partners, LP and 363,853 shares in separately managed accounts, plus 64,695 shares held directly.