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 |
|---|---|---|---|---|---|---|
| March 29, 2019 Filed Apr 1, 2019 20:23 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 130 | $21.39 | $2,780.70 |
DisclosureSEC source: 0001597033-19-000047 · wf-form4_155415018701498.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,657 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 15, 2019 Filed Mar 19, 2019 21:04 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 7,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001597033-19-000027 · wf-form4_155302946646766.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,527 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 14, 2019 Filed Feb 15, 2019 21:56 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,402.768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010675 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,456.1961 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,639.4168 shares of deferred common stock which vested on 1/20/2019 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, 2019 Filed Jan 4, 2019 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 36.2104 | $58.01 | $2,100.71 |
DisclosureSEC source: 0001209191-19-001881 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,692.8449 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 32.6597 | $58.01 | $1,894.72 |
DisclosureSEC source: 0001209191-19-001881 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,232.6922 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 28, 2018 Filed Jan 2, 2019 21:38 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 81 | $21.50 | $1,741.50 |
DisclosureSEC source: 0001597033-19-000004 · wf-form4_154646509527183.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,033 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 17, 2018 Filed Dec 18, 2018 17:49 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-036516 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586 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: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 17:49 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-036516 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,325 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, 2018 Filed Oct 3, 2018 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 29.6595 | $70.35 | $2,086.43 |
DisclosureSEC source: 0001209191-18-053753 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,656.6345 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 26.7513 | $70.35 | $1,881.85 |
DisclosureSEC source: 0001209191-18-053753 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,200.0325 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 28, 2018 Filed Oct 1, 2018 20:37 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 67 | $26.08 | $1,747.36 |
DisclosureSEC source: 0001597033-18-000134 · wf-form4_153842623542832.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,952 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 |
| July 01, 2018 Filed Jul 2, 2018 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 21.848 | $67.57 | $1,476.27 |
DisclosureSEC source: 0001209191-18-040287 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,626.975 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 19.7058 | $67.57 | $1,331.52 |
DisclosureSEC source: 0001209191-18-040287 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,173.2812 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 29, 2018 Filed Jul 2, 2018 20:43 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 70 | $24.64 | $1,724.80 |
DisclosureSEC source: 0001597033-18-000101 · wf-form4_153056419572457.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,885 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, 2018 Filed Jun 1, 2018 23:19 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 9,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-019594 · 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 · 9,844 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, 2018 Filed Jun 1, 2018 23:19 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 8,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019594 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,561 Underlying: Common Stock · 8,561 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, 2018 Filed Jun 1, 2018 23:19 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 9,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-019594 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,739 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, 2018 Filed Apr 3, 2018 20:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 11.1031 | $74.44 | $826.47 |
DisclosureSEC source: 0001209191-18-022848 · doc4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,605.127 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 20:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 17.8056 | $74.44 | $1,325.38 |
DisclosureSEC source: 0001209191-18-022848 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,153.5754 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, 2018 Filed Apr 3, 2018 20:31 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 80 | $21.45 | $1,716.00 |
DisclosureSEC source: 0001597033-18-000067 · wf-form4_152278742785430.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,815 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 15, 2018 Filed Mar 19, 2018 20:30 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 7,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001597033-18-000043 · wf-form4_152149143591904.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,735 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 continuedservice 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 15, 2018 Filed Feb 16, 2018 13:22 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,015.0457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010636 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,594.0239 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 4,135.7698 shares of deferred common stock which vested on 1/20/2018 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, 2018 Filed Jan 3, 2018 21:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 28.3209 | $75.63 | $2,142.02 |
DisclosureSEC source: 0001209191-18-000796 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,714.748 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:56 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 37 | $20.50 | $758.50 |
DisclosureSEC source: 0001597033-18-000004 · wf-form4_151493380180421.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,472 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 18, 2017 Filed Dec 19, 2017 17:24 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035054 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172 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: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 17:24 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035054 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,895 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, 2017 Filed Oct 3, 2017 20:07 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 31.3762 | $67.95 | $2,131.89 |
DisclosureSEC source: 0001209191-17-055005 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,686.4271 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 21:56 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 42 | $18.10 | $760.20 |
DisclosureSEC source: 0001597033-17-000164 · wf-form4_150698137928963.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,435 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 |
| July 01, 2017 Filed Jul 5, 2017 20:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 16.9332 | $62.77 | $1,062.93 |
DisclosureSEC source: 0001209191-17-043230 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,655.0509 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 20:30 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 34 | $21.77 | $740.18 |
DisclosureSEC source: 0001597033-17-000137 · wf-form4_149911378767428.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,393 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, 2017 Filed Jun 2, 2017 01:27 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 8,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-020168 · 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 · 8,438 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, 2017 Filed Jun 2, 2017 01:27 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 9,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020168 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,844 Underlying: Common Stock · 9,844 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, 2017 Filed Jun 2, 2017 01:27 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 8,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-020168 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,309 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 |
| May 26, 2017 Filed May 31, 2017 16:00 UTC | ORACLE CORP ORCL · Entity 2805 | PurchaseCommon Stock | 286 | $45.32 | $12,960.32 |
DisclosureSEC source: 0001127602-17-019805 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,871 Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 10.6831 | $61.11 | $652.81 |
DisclosureSEC source: 0001209191-17-024672 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,638.1177 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:39 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 35 | $21.54 | $753.90 |
DisclosureSEC source: 0001597033-17-000082 · wf-form4_149099637284337.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,359 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 15, 2017 Filed Mar 17, 2017 22:07 UTC | Sabre Corp SABR · Entity 5098 | GrantCommon Stock | 6,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001597033-17-000051 · wf-form4_148978842579038.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,324 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 16, 2017 Filed Feb 17, 2017 22:48 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,549.5462 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012305 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627.4346 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 11.0978 | $58.65 | $650.92 |
DisclosureSEC source: 0001209191-17-001984 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,077.8884 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| December 16, 2016 Filed Dec 21, 2016 02:41 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-070620 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758 Underlying: Common Stock · 585 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 in four equal annual installments, beginning one year from date of grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| December 16, 2016 Filed Dec 21, 2016 02:41 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-070620 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,585 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 |
| October 01, 2016 Filed Oct 4, 2016 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 13.7097 | $47.31 | $648.66 |
DisclosureSEC source: 0001209191-16-144135 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066.7906 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2016 Filed Jul 6, 2016 20:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4.4979 | $45.02 | $202.48 |
DisclosureSEC source: 0001209191-16-131526 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053.0809 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| May 31, 2016 Filed Jun 2, 2016 15:27 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 8,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-054361 · form4.xml · derivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,438 Underlying: Common Stock · 8,438 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 |
| February 16, 2016 Filed Feb 18, 2016 22:18 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,048.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-100027 · doc4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,048.5 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| December 16, 2015 Filed Dec 18, 2015 00:53 UTC | ORACLE CORP ORCL · Entity 2805 | GrantStock Option · Derivative | 9,375 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001127602-15-034534 · form4.xml · derivative · entry 2 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 Underlying: Common Stock · 9,375 shares Expires 2025-12-16 F3 · derivative.exercise_date: Options vest 25% annually on anniversary of grant date. Read SEC document |
| December 16, 2015 Filed Dec 18, 2015 00:53 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 2,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-034534 · form4.xml · derivative · entry 1 James Renee Jo · CIK 0001412439 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,343 Underlying: Common Stock · 2,343 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 in four equal annual installments, beginning one year from date of grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 22:41 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionRestricted Stock Units · Derivative | 1,061 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-031891 · form4.xml · derivative · entry 3 James Renee Jo · CIK 0001412439 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122 Underlying: Common Stock · 1,061 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. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Intel Corporation common stock. F4 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 22:41 UTC | INTEL CORP INTC · Entity 2799 | Tax withholdingCommon Stock | 541 | $32.09 | $17,362.04 |
DisclosureSEC source: 0001127602-15-031891 · form4.xml · nonDerivative · entry 2 James Renee Jo · CIK 0001412439 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,202 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| November 16, 2015 Filed Nov 18, 2015 22:41 UTC | INTEL CORP INTC · Entity 2799 | Exercise / conversionCommon Stock | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-031891 · form4.xml · nonDerivative · entry 1 James Renee Jo · CIK 0001412439 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,743 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 · shares: Shares acquired on the vesting of restricted stock units. 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.