Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Chief Financial Officer | February 20, 2026 | February 24, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | September 10, 2026 | September 11, 2026 |
| Primerica, Inc.PRI · Entity 3587 | Director | March 15, 2019 | March 18, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CITIGROUP INC
Report date February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 233,788.63 |
Ending reported balance
After 2026-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-20 · Sale · Disposed 1,627 · Balance 235,788.63 Row 2 · 2026-02-20 · Sale · Disposed 2,000 · Balance 233,788.63 |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 39,347.48 |
Reported balance
After 2026-02-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-20 · Grant · Acquired 39,347.48 · Balance 39,347.48 F1: On February 16, 2023 the Reporting Person received from the Issuer a target award of 76,850.54 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 39,347.48 PSUs. F2: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 349.229 |
Reported balance
Holding disclosure · report date 2026-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 349.229 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 16, 2023 the Reporting Person received from the Issuer a target award of 76,850.54 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 39,347.48 PSUs.
F2: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026.
MICROSOFT CORP
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 427.705 |
Reported balance
After 2026-09-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-10 · Grant · Acquired 0.787 · Balance 427.705 F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. |
| Common StockSEC Table I · non-derivative | Direct | 1,675 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,675 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock.
F2: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate.
F3: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be on the first anniversary after the date of the reporting person's separation from service to the Board of Directors.
Primerica, Inc.
Report date March 15, 2019 · Filed March 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,456.235 |
Reported balance
After 2019-03-15 transaction · row 1
1 source rowRow 1 · 2019-03-15 · Other · Acquired 3.498 · Balance 4,456.235 F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 22:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 0.787 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000204 · form4.xml · derivative · entry 2 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427.705 Underlying: Common Stock · 0.787 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| September 05, 2026 Filed Sep 8, 2026 22:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 195.117 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000180 · form4.xml · derivative · entry 2 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426.918 Underlying: Common Stock · 195.117 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 22:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 0.539 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000128 · form4.xml · derivative · entry 2 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231.801 Underlying: Common Stock · 0.539 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 22:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 231.262 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000103 · form4.xml · derivative · entry 2 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231.262 Underlying: Common Stock · 231.262 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made on the first anniversary after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:09 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Units · Derivative | 39,347.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-066983 · ownership.xml · derivative · entry 4 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,347.48 Underlying: Common Stock · 39,347.48 shares Expires not disclosed F1 · derivative.exercise_price: On February 16, 2023 the Reporting Person received from the Issuer a target award of 76,850.54 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 39,347.48 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. F1 · derivative.exercise_date: On February 16, 2023 the Reporting Person received from the Issuer a target award of 76,850.54 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 39,347.48 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. F1 · derivative.expiration_date: On February 16, 2023 the Reporting Person received from the Issuer a target award of 76,850.54 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 39,347.48 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. F1 · balance_after: On February 16, 2023 the Reporting Person received from the Issuer a target award of 76,850.54 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 39,347.48 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:09 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 2,000 | $114.96 | $229,916.60 |
DisclosureSEC source: 0001193125-26-066983 · ownership.xml · nonDerivative · entry 2 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,788.63 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:09 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 1,627 | $114.40 | $186,128.47 |
DisclosureSEC source: 0001193125-26-066983 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,788.63 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 52,367.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051316 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,415.63 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2027; none of the award is eligible for immediate sale. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 23:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-26-000020 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,675 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 20, 2026 Filed Jan 20, 2026 22:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 29,209.72 | $118.04 | $3,447,915.35 |
DisclosureSEC source: 0001193125-26-016794 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,048.24 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 23:02 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-25-000102 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,530 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 22:07 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000789019-25-000037 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,400 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 22:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-011454 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,275 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:02 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Unit · Derivative | 34,760.9 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025589 · ownership.xml · derivative · entry 3 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,760.9 Underlying: Common Stock · 34,760.9 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 3,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022330 · ownership.xml · nonDerivative · entry 3 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,257.96 F3 · shares: Represents a charitable gift by the Reporting Person. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 58,465 | $83.21 | $4,864,790.80 |
DisclosureSEC source: 0000950170-25-022330 · ownership.xml · nonDerivative · entry 2 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,330.96 F2 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $82.87 to USD $83.34. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 51,871.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022330 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,795.96 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 23:04 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001521 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,143 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 20, 2025 Filed Jan 22, 2025 21:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 28,711.24 | $79.99 | $2,296,612.09 |
DisclosureSEC source: 0000950170-25-007737 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,924.46 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| December 09, 2024 Filed Dec 10, 2024 23:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020391 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 992 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| September 06, 2024 Filed Sep 9, 2024 22:18 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016340 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 860 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| June 07, 2024 Filed Jun 7, 2024 23:49 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012237 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 714 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:02 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Unit · Derivative | 50,177.56 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-021083 · ownership.xml · derivative · entry 3 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,177.56 Underlying: Common Stock · 50,177.56 shares Expires not disclosed F1 · derivative.exercise_price: On 2/11/2021 the Reporting Person received from the Issuer a target award of 50,177.56 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2023 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 50,177.56 PSUs. Each PSU is payable only in cash which is expected to be delivered on or about February 29, 2024. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2024, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2020 through February 29, 2024. F1 · derivative.exercise_date: On 2/11/2021 the Reporting Person received from the Issuer a target award of 50,177.56 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2023 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 50,177.56 PSUs. Each PSU is payable only in cash which is expected to be delivered on or about February 29, 2024. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2024, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2020 through February 29, 2024. F1 · derivative.expiration_date: On 2/11/2021 the Reporting Person received from the Issuer a target award of 50,177.56 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2023 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 50,177.56 PSUs. Each PSU is payable only in cash which is expected to be delivered on or about February 29, 2024. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2024, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2020 through February 29, 2024. F1 · balance_after: On 2/11/2021 the Reporting Person received from the Issuer a target award of 50,177.56 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2023 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 50,177.56 PSUs. Each PSU is payable only in cash which is expected to be delivered on or about February 29, 2024. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2024, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2020 through February 29, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 68,742.1 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017326 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,635.7 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2025; none of the award is eligible for immediate sale. Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 23:10 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-001766 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576 F1 · shares: Represents stock award which is fully vested on the date of grant. Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 22:05 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 24,229.54 | $51.52 | $1,248,305.90 |
DisclosureSEC source: 0000950170-24-006619 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,893.6 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:30 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 76,850.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011308 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,123.14 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2024; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 21:07 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 18,124.55 | $49.37 | $894,809.03 |
DisclosureSEC source: 0001209191-23-004582 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,272.6 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:34 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 52,350.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009290 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,397.15 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2023; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 21:46 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 15,042.23 | $64.24 | $966,312.86 |
DisclosureSEC source: 0001209191-22-004611 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,046.4 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| May 07, 2021 Filed May 7, 2021 20:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 15,366 | $74.03 | $1,137,486.59 |
DisclosureSEC source: 0001209191-21-030871 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,088.63 F1 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $74.02 to USD $74.07. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 22:33 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 50,177.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010292 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,454.63 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2022; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 21:22 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 11,297.84 | $63.69 | $719,559.43 |
DisclosureSEC source: 0001209191-21-004867 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,277.07 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 21:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 38,411.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009625 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,574.91 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2021; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2020 Filed Jan 22, 2020 21:50 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 10,764.3968 | $81.12 | $873,207.87 |
DisclosureSEC source: 0001209191-20-004499 · doc4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,163.65 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 16:17 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.498 | $123.22 | $431.02 |
DisclosureSEC source: 0001127602-19-011805 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,456.235 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 16:15 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.047 | $103.75 | $316.13 |
DisclosureSEC source: 0001127602-18-036556 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,452.737 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 16:33 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 2.519 | $125.25 | $315.50 |
DisclosureSEC source: 0001127602-18-027897 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,449.69 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 16:45 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.113 | $101.10 | $314.72 |
DisclosureSEC source: 0001127602-18-021199 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,447.171 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 16:45 UTC | Primerica, Inc. PRI · Entity 3587 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021199 · form4.xml · nonDerivative · entry 2 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,444.058 Read SEC document |
| May 16, 2018 Filed May 18, 2018 17:06 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,054 | $94.80 | $99,919.20 |
DisclosureSEC source: 0001127602-18-018168 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,444.058 F1 · shares: Represents RSUs granted under the Issuer's Second Amended and Restated 2010 Omnibus Incentive Plan that reflect a contingent right to receive one share of PRI common stock for each RSU. F2 · shares: RSUs vest at 25% on each of August 16, 2018; November 16, 2018; February 16, 2019; and May 16, 2019. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 12:41 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.123 | $100.55 | $314.02 |
DisclosureSEC source: 0001127602-18-011935 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,390.058 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 16:15 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 2.466 | $101.65 | $250.67 |
DisclosureSEC source: 0001127602-17-034922 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,386.935 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 16:17 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.327 | $75.15 | $250.02 |
DisclosureSEC source: 0001127602-17-027623 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,384.469 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 15:21 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 3.142 | $75.40 | $236.91 |
DisclosureSEC source: 0001127602-17-021712 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,381.142 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| May 17, 2017 Filed May 19, 2017 13:34 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,247 | $80.15 | $99,947.05 |
DisclosureSEC source: 0001127602-17-018761 · form4.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.