Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | October 01, 2026 | October 03, 2026 |
| INTEL CORPINTC · Entity 2799 | President | November 16, 2015 | November 18, 2015 |
| ORACLE CORPORCL · Entity 2805 | Director | May 31, 2024 | June 03, 2024 |
| PORTLAND GENERAL ELECTRIC CO /OR/POR · Entity 3819 | Director | July 24, 2026 | July 28, 2026 |
| Sabre CorpSABR · Entity 5098 | Director | March 15, 2021 | March 17, 2021 |
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 October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,281.2638 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 6.4904 · Balance 1,281.2638 F1: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 31,544.4828 |
Reported balance
After 2026-10-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-01 · Grant · Acquired 159.7925 · Balance 31,544.4828 F1: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors.
F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors.
INTEL CORP
Report date November 16, 2015 · Filed November 18, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,202 |
Ending reported balance
After 2015-11-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2015-11-16 · Exercise / conversion · Acquired 1,061 · Balance 11,743 F1: Shares acquired on the vesting of restricted stock units. Row 2 · 2015-11-16 · Tax withholding · Disposed 541 · Balance 11,202 F2: Shares withheld for payment of tax liability. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,122 |
Reported balance
After 2015-11-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-11-16 · Exercise / conversion · Disposed 1,061 · Balance 2,122 F3: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on August 16, 2013. If the quarterly vesting date falls on a non-business date, the next business date shall apply. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on the vesting of restricted stock units.
F2: Shares withheld for payment of tax liability.
F3: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock.
F4: Unless earlier forfeited under the terms of the RSU, 1/12th of the awards vest and convert into common stock in twelve substantially equal quarterly tranches, beginning on August 16, 2013. If the quarterly vesting date falls on a non-business date, the next business date shall apply.
ORACLE CORP
Report date May 31, 2024 · Filed June 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,500 |
Reported balance
After 2024-05-31 transaction · row 1
1 source rowRow 1 · 2024-05-31 · Exercise / conversion · Acquired 3,303 · Balance 54,500 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,986 |
Reported balance
After 2024-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-31 · Grant · Acquired 2,986 · Balance 2,986 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2: Restricted stock units vest 100% on first anniversary of grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-31 · Exercise / conversion · Disposed 3,303 · Balance 0 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2: Restricted stock units vest 100% on first anniversary of grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F2: Restricted stock units vest 100% on first anniversary of grant date.
PORTLAND GENERAL ELECTRIC CO /OR/
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,240 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 3,073 · Balance 7,240 F1: Represents fully vested shares issued for an annual non-employee director equity award. F2: The price per share is the closing market price of the Issuer's common stock on July 24, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents fully vested shares issued for an annual non-employee director equity award.
F2: The price per share is the closing market price of the Issuer's common stock on July 24, 2026.
Sabre Corp
Report date March 15, 2021 · Filed March 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,643 |
Reported balance
After 2021-03-15 transaction · row 1
1 source rowRow 1 · 2021-03-15 · Grant · Acquired 9,552 · Balance 64,643 F1: The restricted stock unit award vests as to 100% of the shares of common stock subject to such award at the end of the one-year period following the grant date, subject to the reporting person's continued service on the board of directors of the Issuer through the vesting date. 100% of the shares received will be deferred pursuant to an election by the reporting person under the Sabre Corporation Non-Employee Director Compensation Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock unit award vests as to 100% of the shares of common stock subject to such award at the end of the one-year period following the grant date, subject to the reporting person's continued service on the board of directors of the Issuer through the vesting date. 100% of the shares received will be deferred pursuant to an election by the reporting person under the Sabre Corporation Non-Employee Director Compensation Deferral 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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 159.7925 | $131.59 | $21,027.73 |
DisclosureSEC source: 0001193125-26-412225 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 31,544.4828 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2026 Filed Oct 3, 2026 00:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 6.4904 | $131.59 | $854.10 |
DisclosureSEC source: 0001193125-26-412225 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,281.2638 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:18 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,073 | $52.05 | $159,949.65 |
DisclosureSEC source: 0001193125-26-321440 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,240 F1 · shares: Represents fully vested shares issued for an annual non-employee director equity award. F2 · price: The price per share is the closing market price of the Issuer's common stock on July 24, 2026. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 17:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 131.5405 | $142.56 | $18,751.89 |
DisclosureSEC source: 0001193125-26-294026 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 31,384.6903 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 17:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 5.3429 | $142.56 | $761.66 |
DisclosureSEC source: 0001193125-26-294026 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,274.7734 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 168.0427 | $110.99 | $18,651.06 |
DisclosureSEC source: 0001193125-26-140045 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 31,253.1498 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 6.8255 | $110.99 | $757.56 |
DisclosureSEC source: 0001193125-26-140045 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,269.4305 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:20 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 145.289 | $118.80 | $17,260.62 |
DisclosureSEC source: 0001193125-26-004499 · ownership.xml · nonDerivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 31,085.1071 F2 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F3 · balance_after: Reflects 2,172.1160 shares of deferred common stock which vested on 1/2/2026 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. F4 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:20 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 10.915 | $118.80 | $1,296.72 |
DisclosureSEC source: 0001193125-26-004499 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,262.605 F2 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F3 · balance_after: Reflects 2,172.1160 shares of deferred common stock which vested on 1/2/2026 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:20 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,262.605 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004499 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,423.806 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 167.6309 | $102.37 | $17,160.04 |
DisclosureSEC source: 0001193125-25-230127 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 28,767.7021 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 12.5934 | $102.37 | $1,289.16 |
DisclosureSEC source: 0001193125-25-230127 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,161.201 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 18, 2025 Filed Jul 21, 2025 16:38 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 3,873 | $40.02 | $154,997.46 |
DisclosureSEC source: 0000784977-25-000118 · wk-form4_1753115930.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,167 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 190.4676 | $83.53 | $15,909.38 |
DisclosureSEC source: 0000950170-25-093705 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 28,600.0712 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 14.3091 | $83.53 | $1,195.21 |
DisclosureSEC source: 0000950170-25-093705 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,148.6076 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 14:39 UTC | PORTLAND GENERAL ELECTRIC CO /OR/ POR · Entity 3819 | GrantCommon Stock | 294 | $41.08 | $12,077.52 |
DisclosureSEC source: 0000784977-25-000106 · wk-form4_1749825589.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 218.7277 | $72.18 | $15,786.89 |
DisclosureSEC source: 0000950170-25-050377 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 28,409.6036 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 16.4322 | $72.18 | $1,186.01 |
DisclosureSEC source: 0000950170-25-050377 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,134.2985 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 197.4286 | $70.83 | $13,983.08 |
DisclosureSEC source: 0000950170-25-002057 · ownership.xml · nonDerivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 28,190.8759 F3 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F4 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 23.7195 | $70.83 | $1,679.96 |
DisclosureSEC source: 0000950170-25-002057 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 27,993.4473 F3 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,999.9351 shares of deferred common stock which vested on 1/2/2025 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. F4 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,117.8663 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002057 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,117.8663 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,999.9351 shares of deferred common stock which vested on 1/2/2025 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 27.0326 | $61.59 | $1,664.83 |
DisclosureSEC source: 0000950170-24-112312 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,999.9351 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 225.0037 | $61.59 | $13,857.08 |
DisclosureSEC source: 0000950170-24-112312 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,969.7927 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 25.2628 | $61.84 | $1,562.25 |
DisclosureSEC source: 0000950170-24-080434 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,972.9025 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 210.2731 | $61.84 | $13,003.29 |
DisclosureSEC source: 0000950170-24-080434 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,744.789 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 23:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 3,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-017434 · form4.xml · derivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,303 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Restricted stock units vest 100% on first anniversary of grant date. F2 · derivative.expiration_date: Restricted stock units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 23:23 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 2,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017434 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,986 Underlying: Common Stock · 2,986 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Restricted stock units vest 100% on first anniversary of grant date. F2 · derivative.expiration_date: Restricted stock units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 23:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 3,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-017434 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 25.0304 | $61.88 | $1,548.98 |
DisclosureSEC source: 0000950170-24-041038 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,947.6397 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F3 · balance_after: Reflects 5,943.0025 shares of deferred common stock which vested in 1Q24 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 208.3393 | $61.88 | $12,892.87 |
DisclosureSEC source: 0000950170-24-041038 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,534.5159 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. F3 · balance_after: Reflects 5,943.0025 shares of deferred common stock which vested in 1Q24 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,922.6093 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001861 · ownership.xml · nonDerivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,865.6118 F3 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 60.7435 | $51.32 | $3,117.60 |
DisclosureSEC source: 0000950170-24-001861 · ownership.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,943.0025 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 21:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 187.8946 | $51.32 | $9,643.50 |
DisclosureSEC source: 0000950170-24-001861 · ownership.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 18,383.1741 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 75.4208 | $40.81 | $3,077.62 |
DisclosureSEC source: 0001209191-23-051414 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,882.259 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 233.2953 | $40.81 | $9,519.85 |
DisclosureSEC source: 0001209191-23-051414 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 18,195.2795 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 63.3474 | $46.24 | $2,929.18 |
DisclosureSEC source: 0001209191-23-040967 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,806.8382 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 195.949 | $46.24 | $9,060.68 |
DisclosureSEC source: 0001209191-23-040967 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 17,961.9842 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 22:29 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 4,866 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-017646 · form4.xml · derivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,866 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Restricted stock units vest 100% on first anniversary of grant date. F2 · derivative.expiration_date: Restricted stock units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 22:29 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 3,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017646 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,303 Underlying: Common Stock · 3,303 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Restricted stock units vest 100% on first anniversary of grant date. F2 · derivative.expiration_date: Restricted stock units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 22:29 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 4,866 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-017646 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,197 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 63.2762 | $45.78 | $2,896.91 |
DisclosureSEC source: 0001209191-23-022658 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,743.4908 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F3 · balance_after: Reflects 2,531.4714 deferred shares of common stock transferred to the Reporting Person's deferred compensation account on 1/20/23 in accordance with the Reporting Person's prior election. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 195.7289 | $45.78 | $8,960.86 |
DisclosureSEC source: 0001209191-23-022658 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 17,766.0352 F1 · shares: Reinvestment of cash, including dividends, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. F3 · balance_after: Reflects 2,531.4714 deferred shares of common stock transferred to the Reporting Person's deferred compensation account on 1/20/23 in accordance with the Reporting Person's prior election. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,353.3041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000859 · doc4.xml · nonDerivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,211.686 F3 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 53.6724 | $45.82 | $2,459.27 |
DisclosureSEC source: 0001209191-23-000859 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,858.3819 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 166.1397 | $45.82 | $7,612.52 |
DisclosureSEC source: 0001209191-23-000859 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,038.8349 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 49.3999 | $49.18 | $2,429.24 |
DisclosureSEC source: 0001209191-22-052182 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,804.7095 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 152.9141 | $49.18 | $7,519.55 |
DisclosureSEC source: 0001209191-22-052182 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,872.6952 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 48.0012 | $50.04 | $2,401.93 |
DisclosureSEC source: 0001209191-22-041068 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,755.3096 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 148.5855 | $50.04 | $7,435.07 |
DisclosureSEC source: 0001209191-22-041068 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,719.7811 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 20:37 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 4,445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016396 · form4.xml · derivative · entry 3 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: Restricted stock units vest 100% on first anniversary of grant date. F2 · derivative.expiration_date: Restricted stock units vest 100% on first anniversary of grant date. 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.