BK BNY Mellon

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Global custodian/asset servicer platform: $59.3T AUC/A and $2.2T AUM as of Dec. 31, 2025
• • "AI everywhere for everyone" philosophy — expanded AI training offerings firm-wide in 2025 for all ~48,100 employees
• • ~60% of workforce based outside U.S.; ~18,000 in APAC, ~10,100 in EMEA, ~700 in Brazil
• • Annual BK Shares equity grant (10 RSUs) again awarded to eligible employees in 2025, reinforcing ownership culture

Risk Factors

• • Federal Reserve CCAR/capital planning regime — SCB buffers and TLAC rules constrain dividend/buyback capacity; weak capital plan could trigger enforcement action
• • Geopolitical conflicts and tariff escalation — sanctions, counter-tariffs, and cyberattack surge from geopolitical tensions could disrupt global operations and financial markets
• • Platforms operating model transition — ongoing restructuring risks employee attrition, labor disputes, and loss of institutional knowledge if final implementation phase fails
• • Fintech/stablecoin competition — non-regulated fintechs and stablecoin issuers threatening clearing, settlement, and payments businesses without equivalent regulatory burden
• • Dodd-Frank Title I/II resolution structure — Parent's IHC credit line auto-terminates at resolution trigger, forcing asset transfer and potentially accelerating bankruptcy

Management Discussion & Analysis

• • Total revenue $20.1B, up 8% YoY; fee/other revenue $15.1B (+6%), NII $4.9B (+15%)
• • Pre-tax income $7.1B vs $5.8B; ROTCE 26.1% vs 22.8%; ROE 13.9% vs 11.9%; net interest margin 1.33% vs 1.22%
• • Best segment: Market & Wealth Services revenue $7.0B (+12%), pre-tax income $3.4B; worst: Investment & Wealth Management revenue $3.3B (-4%), income down 10%
• • CET1 ratio 11.9% vs 11.2%; total assets $472B vs $416B; dividends per share $2.00 vs $1.78; headcount cut to 48,100 from 51,800
• • Key risks: deposit margin compression, AUM net outflows ($37B net), commercial real estate exposure, macroeconomic uncertainty weighted toward downside scenario

What are the latest BK SEC filings in 2026?

BNY Mellon (BK) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on July 23, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did BK file its most recent 10-K annual report?

BNY Mellon (BK) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view BK 10-Q quarterly reports?

BNY Mellon (BK)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every BK 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has BK filed recently?

BNY Mellon (BK)'s most recent 8-K was filed on July 23, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find BK insider trading activity (Form 4)?

SignalX aggregates every BK Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does BK file with the SEC?

BNY Mellon (BK) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BK filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for BNY Mellon (BK).

What is BK's SEC CIK number?

BNY Mellon (BK)'s SEC CIK (Central Index Key) number is 1390777. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1390777 to look up all BK filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find BK return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from BNY Mellon (BK) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.