Bank of New York Mellon Corp — fact timeline

Bank of New York Mellon Corp reported first quarter ended March 31, 2026 results: revenue $5.4 billion, net income $1,562 million, EPS $2.24.

“Mellon Corporation (“BNY”) (NYSE: BK) today has reported financial results for the first quarter of 2026. CEO COMMENTARY BNY had a strong start to 2026 with record revenue of $5.4 billion in the first quarter, up 13% year-over-year, reflecting broad-based growth across our Securities Services and Market and Wealth Services businesses. We delivered over 800 basis”

Bank of New York Mellon Corp: Filed Certificate of Designations to establish terms of Series M Noncumulative Perpetual Preferred Stock (effective 2026-03-04).

“On March 4, 2026, the Registrant filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware to establish the preferences, limitations and relative rights of the Series M Preferred Stock.”

Bank of New York Mellon Corp: Eliminated matters related to Series G Preferred Stock from Restated Certificate of Incorporation via Certificate of Elimination (effective 2025-09-23).

“On September 23, 2025, The Bank of New York Mellon Corporation (the “Registrant”) filed a Certificate of Elimination to its Restated Certificate of Incorporation with the Secretary of State of the State of Delaware, which, effective upon filing, eliminated from the Restated Certificate of Incorporation all matters set forth in the Certificate of Designations with respect to its Series G Noncumulative Perpetual Preferred Stock (the “Series G Preferred Stock”).”

Bank of New York Mellon Corp issued preferred stock for $100,000 per share.

“Upon issuance of the Series L Noncumulative Perpetual Preferred Stock, liquidation preference $100,000 per share, par value $0.01 per share (the “Series L Preferred Stock”) by The Bank of New York Mellon Corporation (the “Registrant”) on September 10, 2025, the ability of the Registrant to declare or pay dividends on, or purchase, redeem or otherwise acquire, shares of its common stock or any shares of the Registrant that rank junior to the Series L Preferred Stock will be subject to certain restrictions”

Bank of New York Mellon Corp: Filed Certificate of Designations establishing Series L Preferred Stock preferences, limitations and relative rights (effective 2025-09-09).

“On September 9, 2025, the Registrant filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware to establish the preferences, limitations and relative rights of the Series L Preferred Stock.”

Bank of New York Mellon Corp: Filed Certificate of Designations to establish Series K Noncumulative Perpetual Preferred Stock, including dividend and redemption restrictions (effective 2025-03-13).

“On March 13, 2025, the Registrant filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware to establish the preferences, limitations and relative rights of the Series K Preferred Stock.”

Catherine Keating departed as Senior Executive Vice President and Global Head of Wealth Management at Bank of New York Mellon Corp.

“On January 7, 2025, Catherine Keating, Senior Executive Vice President and Global Head of Wealth Management of The Bank of New York Mellon Corporation (the “Company”) and a Named Executive Officer of the Company, informed the Company she will be retiring from the Company effective April 30, 2025.”

Bridget Engle departed as Senior Executive Vice President, Chief Information Officer and Global Head of Engineering at Bank of New York Mellon Corp.

“On June 12, 2024, the Company determined the terms of Ms. Engle’s departure consistent with the Company’s applicable policies.”

Leigh-Ann Russell was appointed as Chief Information Officer and Global Head of Engineering at Bank of New York Mellon Corp.

“On June 18, 2024, The Bank of New York Mellon Corporation (the “Company”) announced that Leigh-Ann Russell will join the Company as Chief Information Officer and Global Head of Engineering with an expected effective start date of September 15, 2024.”

Bank of New York Mellon Corp reported the first quarter ended March 31, 2024 results: revenue $4.5 billion, EPS $1.25.

“last year. In the first quarter, we delivered double-digit EPS growth as well as pre-tax margin and ROTCE expansion on the back of positive operating leverage. Total revenue of $4.5 billion was up 3% year-over-year, as 8% growth in investment services fees led by strength in Asset Servicing, Issuer Services and Clearance and Collateral Management more than offset”

Bank of New York Mellon Corp shareholders rejected Stockholder proposal regarding a report on the risks of politicized de-banking at the 2024-04-09 meeting.

“5. Stockholder proposal regarding a report on the risks of politicized de-banking*: For Against Abstained Broker Non-Vote 19,467,731 588,664,175 11,780,709 50,755,114”

Bank of New York Mellon Corp shareholders rejected Stockholder proposal regarding transparency in lobbying at the 2024-04-09 meeting.

“4. Stockholder proposal regarding transparency in lobbying: For Against Abstained Broker Non-Vote 234,620,974 376,946,236 8,345,405 50,755,114”

Bank of New York Mellon Corp shareholders approved Ratification of the appointment of KPMG LLP as BNY Mellon’s independent registered public accountants for the year ending December 31, 2024 at the 2024-04-09 meeting.

“3. Ratification of the appointment of KPMG LLP as BNY Mellon’s independent registered public accountants for the year ending December 31, 2024: For Against Abstained Broker Non-Vote 656,038,306 13,683,541 945,882 —”

Bank of New York Mellon Corp shareholders approved Advisory vote to approve the 2023 compensation of BNY Mellon’s named executive officers at the 2024-04-09 meeting.

“2. Advisory vote to approve the 2023 compensation of BNY Mellon’s named executive officers: For Against Abstained Broker Non-Vote 585,650,516 31,888,444 2,373,655 50,755,114”

Bank of New York Mellon Corp shareholders approved The election of 11 directors for a term expiring at the end of our 2025 Annual Meeting of Stockholders at the 2024-04-09 meeting.

“1. The election of 11 directors for a term expiring at the end of our 2025 Annual Meeting of Stockholders: Name of Director For Against Abstained Broker Non-Vote Linda Z. Cook 604,625,059 14,087,069 1,200,487 50,755,114 Joseph J. Echevarria 611,751,766 7,013,185 1,147,664 50,755,114 M. Amy Gilliland 615,898,419 2,941,771 1,072,425 50,755,114 Jeffrey A. Goldstein 608,122,307 10,532,595 1,257,713 50,755,114 K. Guru Gowrappan 615,538,580 3,232,896 1,141,139 50,755,114 Ralph Izzo 610,804,623 7,940,998 1,166,994 50,755,114 Sandra E. O’Connor 615,869,652 2,983,952 1,059,011 50,755,114 Elizabeth E. Robinson 615,044,411 3,824,116 1,044,088 50,755,114 Rakefet Russak-Aminoach 615,348,739 3,340,929 1,222,947 50,755,114 Robin A. Vince 615,561,342 3,212,549 1,138,724 50,755,114 Alfred W. Zollar 615,228,186 3,509,587 1,174,842 50,755,114”

Roman Regelman departed as Senior Executive Vice President, Global Head of Securities Services and Digital at Bank of New York Mellon Corp.

“On March 4, 2024, Roman Regelman, Senior Executive Vice President, Global Head of Securities Services and Digital of The Bank of New York Mellon Corporation (the “Company”) and a Named Executive Officer of the Company, informed the Company he will be leaving the Company effective April 15, 2024.”

Bank of New York Mellon Corp reported financial results for the fourth quarter ended December 31, 2023.

“On January 12, 2024, The Bank of New York Mellon Corporation (“BNY Mellon”) released information on its financial results for the fourth quarter ended December 31, 2023. Copies of the Earnings Release and the Financial Supplement are attached hereto as Exhibit 99.1 and Exhibit 99.2, respectively, and are incorporated herein by reference.”

Bank of New York Mellon Corp: Certificate of Elimination filed to remove all matters related to Series D Noncumulative Perpetual Preferred Stock from the Restated Certificate of Incorporation following redemption of all outstanding shares (effective 2023-12-21).

“On December 21, 2023, The Bank of New York Mellon Corporation (the “Registrant”) filed a Certificate of Elimination to its Restated Certificate of Incorporation with the Secretary of State of the State of Delaware, which, effective upon filing, eliminated from the Restated Certificate of Incorporation all matters set forth in the Certificate of Designations with respect to its Series D Noncumulative Perpetual Preferred Stock (the “Series D Preferred Stock”).”

Bank of New York Mellon Corp reported third quarter ended Sept. 30, 2023 results: revenue $4.4 billion, net income $956 million, EPS $1.22 per common share.

“per common share $ 1.22 $ 1.30 $ 0.39 (6) % 213 % Adjusted diluted earnings per common share – Non-GAAP (b) $ 1.27 $ 1.38 $ 1.21 (8) % 5 % Third Quarter Results Total revenue of $4.4 billion, increased 2% • Net interest revenue increased 10% • Fee revenue was flat Total noninterest expense of $3.1 billion, decreased 16%, or increased 3% excluding notable items (b)”

Bank of New York Mellon Corp: Board approved and adopted amendments to the Amended and Restated By-Laws effective August 8, 2023, revising procedural and information requirements for stockholder proposals and director nominations, including updates for 'universal proxy card' rules and developments in Delaware General Corporation (effective 2023-08-08).

“On August 8, 2023, the Board of Directors (the "Board") of The Bank of New York Mellon Corporation (the "Corporation") approved and adopted amendments to the Corporation's Amended and Restated By-Laws, effective August 8, 2023 (as so amended, the "By-laws"). The amendments revise and clarify procedural and information requirements for the Corporation's stockholders proposing business for consideration or nominating persons for election to the Board at meetings of stockholders, including in order to provide an orderly process in consideration of the U.S. Securities and Exchange Commission's "universal proxy card" rules.”

Bank of New York Mellon Corp reported second quarter ended June 30, 2023 results: revenue $4.5 billion, net income $1.0 billion, EPS $1.30 per common share.

“BNY MELLON REPORTS SECOND QUARTER 2023 EARNINGS OF $1.0 BILLION OR $1.30 PER COMMON SHARE Revenue up 5% EPS up 26% (a) ROE 12% ROTCE 23% (b) CET1 11.1% Tier 1 leverage 5.7% (a) Excluding the net impact of notable items, primarily litigation and severance, EPS increased 20%. See (b) below. NEW YORK, July 18, 2023 – The Bank of New York Mellon Corporation (“BNY Mellon”) (NYSE: BK) today reported: 2Q23 vs. 2Q23 1Q23 2Q22 1Q23 2Q22 Net income applicable to common shareholders (in millions) $ 1,031 $ 905 $ 835 14 % 23 % Diluted earnings per common share (c) $ 1.30 $ 1.12 $ 1.03 16 % 26 % (c) Includes impact of notable items of $(0.07) per share in 2Q23, $(0.01) per share in 1Q23 and $(0.12) per share in 2Q22. Second Quarter Results Total revenue of $4.5 billion, increased 5%”

Frederick O. Terrell resigned as Director at Bank of New York Mellon Corp.

“On June 26, 2023, Frederick O. Terrell notified The Bank of New York Mellon Corporation (the “Corporation”) of his resignation from the Corporation’s Board of Directors effective June 30, 2023 in order to focus on other interests.”

Bank of New York Mellon Corp reported the first quarter ended March 31, 2023 results: revenue $4.4 billion, net income $905 million, EPS $1.12 per common share.

“81 % 30 % (c) Includes impact of notable items of $(0.01) per share in 1Q23, $(0.67) per share in 4Q22 and $(0.08) per share in 1Q22. First Quarter Results Total revenue of $4.4 billion, increased 11% • Net interest revenue increased 62% • Fee revenue was flat; or down 3% excluding notable items, primarily related to 1Q22 (b) Total noninterest expense of $3.1”

Bank of New York Mellon Corp shareholders rejected Stockholder proposal regarding stockholder ratification of certain executive severance payments at the 2023-04-12 meeting.

“6. Stockholder proposal regarding stockholder ratification of certain executive severance payments: For Against Abstained Broker Non-Vote 112,271,629 520,745,592 3,527,652 61,891,198”

Bank of New York Mellon Corp shareholders approved Approval of The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan at the 2023-04-12 meeting.

“5. Approval of The Bank of New York Mellon Corporation 2023 Long-Term Incentive Plan: For Against Abstained Broker Non-Vote 607,386,388 27,223,513 1,934,972 61,891,198”

Bank of New York Mellon Corp shareholders approved Ratification of the appointment of KPMG LLP as BNY Mellon’s independent registered public accountants for the year ending December 31, 2023 at the 2023-04-12 meeting.

“4. Ratification of the appointment of KPMG LLP as BNY Mellon’s independent registered public accountants for the year ending December 31, 2023: For Against Abstained Broker Non-Vote 684,876,650 12,408,091 1,151,330 —”

Bank of New York Mellon Corp shareholders approved Advisory vote on say-on-pay vote frequency at the 2023-04-12 meeting.

“3. Advisory vote on say-on-pay vote frequency: 1 Year 2 Years 3 Years Abstained Broker Non-Vote 623,872,186 1,570,830 9,228,391 1,873,466 61,891,198”

Bank of New York Mellon Corp shareholders approved Advisory vote to approve the 2022 compensation of BNY Mellon’s named executive officers at the 2023-04-12 meeting.

“2. Advisory vote to approve the 2022 compensation of BNY Mellon’s named executive officers: For Against Abstained Broker Non-Vote 602,001,854 31,155,220 3,387,799 61,891,198”

Bank of New York Mellon Corp shareholders approved Election of 11 directors for a term expiring at the end of our 2024 Annual Meeting of Stockholders at the 2023-04-12 meeting.

“1. The election of 11 directors for a term expiring at the end of our 2024 Annual Meeting of Stockholders: Name of Director For Against Abstained Broker Non-Vote Linda Z. Cook 610,867,669 24,454,794 1,222,410 61,891,198 Joseph J. Echevarria 604,109,636 29,133,450 3,301,787 61,891,198 M. Amy Gilliland 626,698,348 8,549,067 1,297,458 61,891,198 Jeffrey A. Goldstein 626,841,138 8,428,529 1,275,206 61,891,198 K. Guru Gowrappan 630,145,804 5,048,902 1,350,167 61,891,198 Ralph Izzo 616,770,329 18,396,004 1,378,540 61,891,198 Sandra E. O’Connor 630,324,938 4,920,595 1,299,340 61,891,198 Elizabeth E. Robinson 630,398,248 4,918,310 1,228,315 61,891,198 Frederick O. Terrell 626,284,161 8,859,702 1,401,010 61,891,198 Robin A. Vince 630,903,104 4,298,985 1,342,784 61,891,198 Alfred W. Zollar 626,856,819 8,317,835 1,370,219 61,891,198”

Bank of New York Mellon Corp reported the fourth quarter ended Dec. 31, 2022 results: revenue $3.9 billion, net income $509 million, EPS $0.62 per common share.

“the securities portfolio and severance. 4Q21 results include $(30) million, or $(0.04) per share, primarily related to severance. Fourth Quarter Results Total revenue of $3.9 billion, decreased 2%; or increased 9% excluding notable items (a) • Net interest revenue increased 56% • Fee revenue was flat • Investment and other revenue in 4Q22 included $449”

Todd Gibbons departed as Chief Executive Officer at Bank of New York Mellon Corp.

“As previously announced, Todd Gibbons will be retiring as CEO and as a member of the Board, effective August 31, 2022.”

Robin Vince was appointed as Chief Executive Officer of The Bank of New York Mellon at Bank of New York Mellon Corp.

“Mr. Vince was also appointed CEO of the Company’s wholly-owned principal subsidiary, The Bank of New York Mellon (the “Bank”), and was elected to the Bank’s board of directors, effective August 31, 2022.”

Robin Vince was appointed as Chief Executive Officer at Bank of New York Mellon Corp.

“On August 9, 2022, the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) appointed Robin Vince to the position of Chief Executive Officer (“CEO”), in addition to his current role as President, and has elected Mr. Vince as a member of the Board, in each case, effective August 31, 2022.”

Emily Portney changed role as Chief Financial Officer at Bank of New York Mellon Corp.

“Ms. Portney will continue serving as CFO through January 31, 2023, at which time she will assume a new position leading the Company’s Treasury Services, Credit Services and Clearance & Collateral Management businesses.”

Dermot McDonogh was appointed as Chief Financial Officer at Bank of New York Mellon Corp.

“On July 6, 2022, The Bank of New York Mellon Corporation (the “Company”) announced that the Board of Directors (the “Board”) on July 1, 2022 appointed Dermot McDonogh to the position of Chief Financial Officer (“CFO”), effective February 1, 2023.”

Robin Vince was appointed as President and Chief Executive Officer – Elect at Bank of New York Mellon Corp.

“the Board of Directors (the “Board”) has appointed Robin Vince to the position of President and Chief Executive Officer – Elect (“CEO-Elect”), effective March 4, 2022.”

Todd Gibbons departed as Chief Executive Officer at Bank of New York Mellon Corp.

“Mr. Gibbons has notified the Board that he intends to retire as Chief Executive Officer (“CEO”) effective August 31, 2022.”

Samuel C. Scott III departed as Director at Bank of New York Mellon Corp.

“On February 7, 2022, Edmund F. Kelly and Samuel C. Scott III notified the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) that they will not stand for re-election as directors of the Company at the end of their respective terms, which expire at the Company’s 2022 Annual Meeting of Stockholders (the “Annual Meeting”).”

Edmund F. Kelly departed as Director at Bank of New York Mellon Corp.

“On February 7, 2022, Edmund F. Kelly and Samuel C. Scott III notified the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) that they will not stand for re-election as directors of the Company at the end of their respective terms, which expire at the Company’s 2022 Annual Meeting of Stockholders (the “Annual Meeting”).”

Sandie O'Connor was elected as independent member of the Board at Bank of New York Mellon Corp.

“On December 13, 2021, the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) elected Sandie O’Connor as an independent member of the Board, effective immediately.”