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 |
|---|---|---|---|---|---|---|
| May 31, 2022 Filed Jun 2, 2022 20:37 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 4,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016396 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,866 Underlying: Common Stock · 4,866 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, 2022 Filed Jun 2, 2022 20:37 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 4,445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-016396 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,331 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 04, 2022 Filed Apr 5, 2022 01:06 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 6,000 | $84.11 | $504,663.00 |
DisclosureSEC source: 0001127602-22-011369 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,886 F1 · price: This transaction was executed in multiple trades at prices ranging from $84.11 to $84.115. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 22.0598 | $56.20 | $1,239.76 |
DisclosureSEC source: 0001209191-22-022964 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,707.3084 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 131.0518 | $56.20 | $7,365.11 |
DisclosureSEC source: 0001209191-22-022964 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,571.1956 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 |
| February 10, 2022 Filed Feb 14, 2022 21:57 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,254.5542 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009376 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,685.2486 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,012.545 deferred shares of common stock transferred to the Reporting Person's deferred compensation account on 1/20/22 in accordance with the Reporting Person's prior election. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:22 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 36.2154 | $62.06 | $2,247.67 |
DisclosureSEC source: 0001209191-22-000747 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,443.2394 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:22 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 101.2937 | $62.06 | $6,286.69 |
DisclosureSEC source: 0001209191-22-000747 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,427.5988 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, 2021 Filed Oct 4, 2021 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 31.6701 | $70.46 | $2,231.54 |
DisclosureSEC source: 0001209191-21-058919 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,407.024 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 88.5802 | $70.46 | $6,241.54 |
DisclosureSEC source: 0001209191-21-058919 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,326.3051 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, 2021 Filed Jul 6, 2021 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 28.2857 | $78.38 | $2,217.03 |
DisclosureSEC source: 0001209191-21-045408 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,375.3539 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 79.1147 | $78.38 | $6,201.01 |
DisclosureSEC source: 0001209191-21-045408 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,237.7249 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, 2021 Filed Jun 2, 2021 22:40 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 6,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-018813 · 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 · 6,509 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, 2021 Filed Jun 2, 2021 22:40 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 4,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-018813 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 Underlying: Common Stock · 4,445 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, 2021 Filed Jun 2, 2021 22:40 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 6,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-018813 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,886 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, 2021 Filed Apr 5, 2021 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 13.9593 | $71.43 | $997.14 |
DisclosureSEC source: 0001209191-21-025116 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,347.0682 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 86.2002 | $71.43 | $6,157.45 |
DisclosureSEC source: 0001209191-21-025116 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,158.6102 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 |
| March 15, 2021 Filed Mar 17, 2021 20:20 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 9,552 | $16.75 | $159,996.00 |
DisclosureSEC source: 0001597033-21-000038 · wf-form4_161601241232278.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,643 F1 · shares: 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. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 22:51 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,378.0836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010349 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,333.1089 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,546.2408 shares of deferred common stock which vested on 1/20/2021 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 01, 2021 Filed Jan 5, 2021 21:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 39.1396 | $58.15 | $2,275.89 |
DisclosureSEC source: 0001209191-21-000962 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501.2661 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 21:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 82.8326 | $58.15 | $4,816.55 |
DisclosureSEC source: 0001209191-21-000962 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,526.1692 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, 2020 Filed Oct 2, 2020 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 44.6604 | $50.45 | $2,253.21 |
DisclosureSEC source: 0001209191-20-053080 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,462.1265 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 94.5162 | $50.45 | $4,768.53 |
DisclosureSEC source: 0001209191-20-053080 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,443.3366 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, 2020 Filed Jul 2, 2020 20:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 40.9303 | $54.54 | $2,232.26 |
DisclosureSEC source: 0001209191-20-040252 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,417.4661 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 86.622 | $54.54 | $4,724.19 |
DisclosureSEC source: 0001209191-20-040252 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,348.8204 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, 2020 Filed Jun 2, 2020 00:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 7,905 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-018297 · 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 · 7,905 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: The restricted stock units vest 100% on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the grant date. Read SEC document |
| May 31, 2020 Filed Jun 2, 2020 00:23 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 6,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018297 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,509 Underlying: Common Stock · 6,509 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: The restricted stock units vest 100% on the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest 100% on the first anniversary of the grant date. Read SEC document |
| May 31, 2020 Filed Jun 2, 2020 00:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 7,905 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-018297 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,377 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, 2020 Filed Apr 2, 2020 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 21.7261 | $57.68 | $1,253.25 |
DisclosureSEC source: 0001209191-20-022513 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,376.5358 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 20:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 81.2834 | $57.68 | $4,688.75 |
DisclosureSEC source: 0001209191-20-022513 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,262.1984 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 |
| March 30, 2020 Filed Mar 31, 2020 21:09 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 627 | $6.23 | $3,906.21 |
DisclosureSEC source: 0001597033-20-000068 · wf-form4_158568894651072.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,091 F1 · kind: Represents dividend equivalents with respect to shares of deferred common stock deliverable upon termination as a director under the Sabre Corporation Non-Employee Directors Compensation Deferral Plan. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:22 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 11,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001597033-20-000044 · wf-form4_158447654337796.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,464 F1 · shares: 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. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 21:36 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,900.8516 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009677 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,354.8097 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,112.1808 shares of deferred common stock which vested on 1/20/2020 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, 2020 Filed Jan 3, 2020 21:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 30.7906 | $75.27 | $2,317.61 |
DisclosureSEC source: 0001209191-20-000817 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,566.1389 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 47.666 | $75.27 | $3,587.82 |
DisclosureSEC source: 0001209191-20-000817 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,068.7342 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 |
| December 30, 2019 Filed Dec 31, 2019 21:54 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 126 | $22.48 | $2,832.48 |
DisclosureSEC source: 0001597033-19-000138 · wf-form4_157782926140986.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,035 F1 · kind: Represents dividend equivalents with respect to shares of deferred common stock deliverable upon termination as a director under the Sabre Corporation Non-Employee Directors Compensation Deferral Plan. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 19:35 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035189 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 586 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. F2 · derivative.exercise_date: The restricted stock units vested in four equal annual installments, beginning on the first anniversary of the date of grant. F2 · derivative.expiration_date: The restricted stock units vested in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| December 16, 2019 Filed Dec 17, 2019 19:35 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035189 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,472 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. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 20:25 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 34.029 | $67.62 | $2,301.04 |
DisclosureSEC source: 0001209191-19-051689 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,535.3483 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 20:25 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 52.6797 | $67.62 | $3,562.20 |
DisclosureSEC source: 0001209191-19-051689 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 7,021.0682 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 |
| September 30, 2019 Filed Oct 1, 2019 20:38 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 126 | $22.40 | $2,822.40 |
DisclosureSEC source: 0001597033-19-000108 · wf-form4_156996226581660.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,909 F1 · kind: Represents dividend equivalents with respect to shares of deferred common stock deliverable upon termination as a director under the Sabre Corporation Non-Employee Directors Compensation Deferral Plan. Read SEC document |
| September 19, 2019 Filed Sep 20, 2019 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 3,000 | $53.56 | $160,692.00 |
DisclosureSEC source: 0001127602-19-028868 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,886 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 30.4309 | $66.28 | $2,016.96 |
DisclosureSEC source: 0001209191-19-040219 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501.3193 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 47.1092 | $66.28 | $3,122.40 |
DisclosureSEC source: 0001209191-19-040219 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,968.3885 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 |
| June 28, 2019 Filed Jul 1, 2019 20:14 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 126 | $22.20 | $2,797.20 |
DisclosureSEC source: 0001597033-19-000075 · wf-form4_156201204866608.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,783 F1 · kind: Represents dividend equivalents with respect to shares of deferred common stock deliverable upon termination as a director under the Sabre Corporation Non-Employee Directors Compensation Deferral Plan. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:49 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 8,561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-020733 · 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 · 8,561 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, 2019 Filed Jun 4, 2019 20:49 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 7,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020733 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,905 Underlying: Common Stock · 7,905 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, 2019 Filed Jun 4, 2019 20:49 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 8,561 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-020733 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,886 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, 2019 Filed Apr 2, 2019 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 14.6923 | $63.05 | $926.35 |
DisclosureSEC source: 0001209191-19-022362 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,470.8884 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 49.1703 | $63.05 | $3,100.19 |
DisclosureSEC source: 0001209191-19-022362 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,921.2793 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.