Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Controller &Chief Acc. Officer | February 13, 2020 | February 14, 2020 |
| MORGAN STANLEYMS · Entity 2815 | Deputy Chief Financial Officer | January 21, 2025 | January 23, 2025 |
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 13, 2020 · Filed February 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,969.09 |
Reported balance
After 2020-02-13 transaction · row 1
1 source rowRow 1 · 2020-02-13 · Grant · Acquired 8,934 · Balance 18,969.09 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
MORGAN STANLEY
Report date January 21, 2025 · Filed January 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,439.986 |
Reported balance
After 2025-01-21 transaction · row 1
1 source rowRow 1 · 2025-01-21 · Sale · Disposed 17,500 · Balance 81,439.986 |
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 |
|---|---|---|---|---|---|---|
| January 21, 2025 Filed Jan 23, 2025 21:10 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 17,500 | $136.01 | $2,380,175.00 |
DisclosureSEC source: 0001628280-25-002360 · wk-form4_1737666595.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,439.986 Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:52 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 12,966 | $135.81 | $1,760,912.46 |
DisclosureSEC source: 0001628280-25-001861 · wk-form4_1737150715.xml · nonDerivative · entry 2 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,939.986 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:52 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 23,462.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001861 · wk-form4_1737150715.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,905.986 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 18, 2024 Filed Jul 19, 2024 20:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 7,500 | $106.37 | $797,764.50 |
DisclosureSEC source: 0001628280-24-032324 · wk-form4_1721421073.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,118.911 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $106.35 to $106.38, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 21:21 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 4,500 | $87.41 | $393,345.90 |
DisclosureSEC source: 0001628280-24-002910 · wk-form4_1706822465.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,133.693 Read SEC document |
| January 18, 2024 Filed Jan 19, 2024 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 7,000 | $83.56 | $584,928.40 |
DisclosureSEC source: 0001209191-24-001930 · doc4.xml · nonDerivative · entry 3 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,633.693 Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 10,180 | $85.97 | $875,174.60 |
DisclosureSEC source: 0001209191-24-001930 · doc4.xml · nonDerivative · entry 2 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,633.693 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2021. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 30,366.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001930 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,813.693 F1 · kind: Restricted Stock Units granted in 2024 as part of 2023 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:11 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 13,500 | $92.00 | $1,242,000.00 |
DisclosureSEC source: 0001209191-23-043054 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,983.509 Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:08 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 7,320 | $82.95 | $607,197.66 |
DisclosureSEC source: 0001209191-23-030143 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,483.509 Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:44 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 16,321 | $89.97 | $1,468,400.37 |
DisclosureSEC source: 0001209191-23-026992 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,148.386 F1 · kind: Shares withheld to satisfy taxes upon conversion of previously granted Restricted Stock Units to shares of Common Stock. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 5,100 | $97.00 | $494,700.00 |
DisclosureSEC source: 0001209191-23-004270 · doc4.xml · nonDerivative · entry 3 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,558.107 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 9,940 | $97.08 | $964,975.20 |
DisclosureSEC source: 0001209191-23-004270 · doc4.xml · nonDerivative · entry 2 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,658.107 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2021. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:30 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 23,044.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004270 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,598.107 F1 · kind: Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 13, 2022 Filed May 17, 2022 20:19 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 137 | $80.63 | $11,046.63 |
DisclosureSEC source: 0001209191-22-029610 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,635.905 F1 · kind: Shares withheld to satisfy taxes upon the conversion of stock units acquired through dividend reinvestment. Read SEC document |
| May 01, 2022 Filed May 3, 2022 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 15,785 | $80.59 | $1,272,113.15 |
DisclosureSEC source: 0001209191-22-026671 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,701.686 F1 · kind: Shares withheld to satisfy taxes upon conversion of previously granted Restricted Stock Units to shares of Common Stock. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:27 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 23,946.22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004436 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,658.01 F1 · kind: Restricted Stock Units granted in 2022 as part of 2021 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 21, 2021 Filed Jan 22, 2021 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 41,073.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004892 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,526.432 F1 · kind: Restricted Stock Units granted in 2021 as part of 2020 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 8,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009603 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,969.09 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 21:44 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,132.14 | $81.12 | $91,839.20 |
DisclosureSEC source: 0001209191-20-004491 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,035.09 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 14, 2019 Filed Feb 15, 2019 21:31 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,405.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010616 · doc4.xml · nonDerivative · entry 2 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,167.23 F2 · shares: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2020; none of the award is eligible for immediate sale. Read SEC document |
| January 24, 2019 Filed Feb 15, 2019 21:31 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010616 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,762.16 F1 · shares: Represents a gift by the Reporting Person to a charitable organization. Read SEC document |
| January 20, 2019 Filed Jan 23, 2019 22:11 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,173.58 | $63.12 | $74,076.37 |
DisclosureSEC source: 0001209191-19-005002 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,087.16 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 |
| July 19, 2018 Filed Jul 23, 2018 20:02 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 500 | $69.21 | $34,605.00 |
DisclosureSEC source: 0001209191-18-043602 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,260.74 Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 13:02 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,283.72 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010606 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,760.74 F1 · shares: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2019; none of the award is eligible for immediate sale. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:35 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,118.78 | $78.19 | $87,477.41 |
DisclosureSEC source: 0001209191-18-005205 · doc4.xml · nonDerivative · entry 1 AKRAM RAJA · CIK 0001721897 · Controller &Chief Acc. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,477.02 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.