Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | CEO, Global Cards | January 20, 2009 | January 22, 2009 |
| Compass Digital Acquisition Corp.CDAQU · Entity 88726 | Director | October 14, 2021 | October 15, 2021 |
| Mastercard IncMA · Entity 1763 | Director | June 22, 2021 | June 24, 2021 |
| PORTAGE FINTECH ACQUISITION CORP.PFTA · Entity 110416 | Director | July 20, 2021 | July 20, 2021 |
| Regional Management Corp.RM · Entity 2197 | Director | May 21, 2026 | May 26, 2026 |
| SoFi Technologies, Inc.SOFI · Entity 3232 | Director | July 14, 2026 | July 27, 2026 |
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 January 20, 2009 · Filed January 22, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 670,027.4 |
Reported balance
After 2009-01-20 transaction · row 1
1 source rowRow 1 · 2009-01-20 · Tax withholding · Disposed 35,322 · Balance 670,027.4 F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,283 |
Reported balance
Holding disclosure · report date 2009-01-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,283 |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock.
Compass Digital Acquisition Corp.
Report date October 14, 2021 · Filed October 15, 2021
This filing explicitly reported no securities owned.
Mastercard Inc
Report date June 22, 2021 · Filed June 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,705 |
Reported balance
After 2021-06-22 transaction · row 1
1 source rowRow 1 · 2021-06-22 · Grant · Acquired 622 · Balance 6,705 F1: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 22, 2021, the date of grant, but will be settled on June 22, 2025. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 8,384 |
Reported balance
Holding disclosure · report date 2021-06-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,384 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 22, 2021, the date of grant, but will be settled on June 22, 2025.
PORTAGE FINTECH ACQUISITION CORP.
Report date July 20, 2021 · Filed July 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-07-20 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-257185 ) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-257185 ) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
Regional Management Corp.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,048 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 3,829 · Balance 142,048 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 22,448 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,448 F1: These shares of common stock of Regional Management Corp. are held by the Neena Freiberg Irrevocable Trust. The reporting person is trustee of the Neena Freiberg Irrevocable Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 30,000 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 30,000 F2: These shares of common stock of Regional Management Corp. are held by the reporting person's spouse, Neena Freiberg. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock of Regional Management Corp. are held by the Neena Freiberg Irrevocable Trust. The reporting person is trustee of the Neena Freiberg Irrevocable Trust.
F2: These shares of common stock of Regional Management Corp. are held by the reporting person's spouse, Neena Freiberg.
SoFi Technologies, Inc.
Report date July 14, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 13,993 |
Reported balance
After 2026-07-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 13,993 · Balance 13,993 F1: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan. |
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 13,993 |
Reported balance
After 2026-07-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-17 · Grant · Acquired 13,993 · Balance 13,993 F1: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Deferred Stock Units ("DSUs") under the SoFi Technologies, Inc. Director Deferred Compensation Plan (the "Plan"). Each DSU is the economic equivalent of one share of the Issuer's common stock. The DSUs become payable upon the terms set forth in the 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 |
|---|---|---|---|---|---|---|
| June 26, 2018 Filed Jun 28, 2018 16:03 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-18-000103 · wf-form4_153020176183358.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,162 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 26, 2018, the date of grant, but will be settled on June 26, 2022. Read SEC document |
| May 02, 2018 Filed May 4, 2018 20:21 UTC | Regional Management Corp. RM · Entity 2197 | GrantCommon Stock | 3,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028110 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,678 Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 19:27 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-17-000109 · wf-form4_149876445758839.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,169 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 27, 2017, the date of grant, but will be settled on June 27, 2021. Read SEC document |
| May 04, 2017 Filed May 6, 2017 00:53 UTC | Regional Management Corp. RM · Entity 2197 | GrantCommon Stock | 5,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030471 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,309 Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 21:04 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-16-000188 · wf-form4_146723422731743.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,661 F1 · shares: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 28, 2016, the date of grant, but will be settled on June 28, 2020. Read SEC document |
| June 09, 2015 Filed Jun 11, 2015 17:34 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-013706 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,614 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award was fully vested on June 9, 2015, the date of the grant, but will be settled on June 9, 2019. Read SEC document |
| November 06, 2014 Filed Nov 6, 2014 21:34 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 15,390 | $86.01 | $1,323,710.83 |
DisclosureSEC source: 0001225208-14-022899 · doc4.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,605 F1 · price: Represents the weighted average sales price for price increments ranging from $86.00 to $86.09. Read SEC document |
| November 06, 2014 Filed Nov 6, 2014 21:34 UTC | Mastercard Inc MA · Entity 1763 | SaleClass A Common Stock | 4,610 | $85.87 | $395,842.26 |
DisclosureSEC source: 0001225208-14-022899 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,995 Read SEC document |
| June 03, 2014 Filed Jun 5, 2014 21:05 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-014577 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,605 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved non-employee director equity compensation plan. The award will be settled on June 3, 2018. Read SEC document |
| June 18, 2013 Filed Jun 20, 2013 20:30 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-13-014665 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,364 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved director equity compensation plan. The award will be settled on June 18, 2017. Read SEC document |
| June 05, 2012 Filed Jun 8, 2012 01:17 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 319 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-12-014023 · doc4.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,107 F1 · price: Represents deferred stock unit award pursuant to the terms of a stockholder-approved director equity compensation plan. The award will be settled on June 5, 2016. Read SEC document |
| June 07, 2011 Filed Jun 9, 2011 20:34 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-035944 · rrd314857.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,788 F1 · price: Represents deferred stock unit award pursuant to the terms of a shareholder-approved director equity compensation plan. The award will be settled on June 7, 2015. Read SEC document |
| September 21, 2010 Filed Sep 23, 2010 20:40 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-047793 · rrd285965.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,423 F1 · price: Represents deferred stock unit award pursuant to the terms of a shareholder-approved director equity compensation plan. The award will be settled on September 21, 2014. Read SEC document |
| June 09, 2009 Filed Jun 11, 2009 22:00 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-030244 · rrd245590.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,962 F1 · price: Represents deferred stock unit award pursuant to the terms of the MasterCard Incorporated 2006 Non-Employee Director Equity Compensation Plan, as amended and restated, which was approved by stockholders of MasterCard Incorporated (the "Company") at the Company's 2006 annual meeting of stockholders held on July 18, 2006. The award will be settled on June 9, 2013. Read SEC document |
| January 20, 2009 Filed Jan 22, 2009 22:17 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 35,322 | $3.19 | $112,677.18 |
DisclosureSEC source: 0001181431-09-004368 · rrd230661.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · CEO, Global Cards 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,027.4 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| January 14, 2009 Filed Jan 17, 2009 02:27 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 110,170 | $0.00 Strike: $17.85 | $0.00 |
DisclosureSEC source: 0001181431-09-003456 · rrd229570.xml · derivative · entry 4 Freiberg Steven J · CIK 0001338913 · CEO, Global Cards 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,170 Underlying: Common Stock · 110,170 shares Expires 2019-01-14 F2 · derivative.exercise_date: The options vest in four annual installments beginning on the date indicated. Read SEC document |
| January 14, 2009 Filed Jan 17, 2009 02:27 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 110,170 | $0.00 Strike: $10.61 | $0.00 |
DisclosureSEC source: 0001181431-09-003456 · rrd229570.xml · derivative · entry 3 Freiberg Steven J · CIK 0001338913 · CEO, Global Cards 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,170 Underlying: Common Stock · 110,170 shares Expires 2019-01-14 F2 · derivative.exercise_date: The options vest in four annual installments beginning on the date indicated. Read SEC document |
| January 14, 2009 Filed Jan 17, 2009 02:27 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 208,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-003456 · rrd229570.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · CEO, Global Cards 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705,349.4 F1 · shares: Award of deferred stock that is subject to (1) vesting based on certain time and performance targets and (2) partial cancellation in the event performance targets are not met. None of the shares may be delivered to the Reporting Person until the fourth anniversary of the grant date. Read SEC document |
| July 15, 2008 Filed Jul 17, 2008 20:38 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 27,887 | $14.91 | $415,655.74 |
DisclosureSEC source: 0001181431-08-043509 · rrd213305.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · CEO, Global Cards 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,659.4 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| June 03, 2008 Filed Jun 5, 2008 20:41 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-037106 · rrd209278.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,367 F1 · price: Represents deferred stock unit award pursuant to the terms of the MasterCard Incorporated 2006 Non-Employee Director Equity Compensation Plan, which was approved by stockholders of MasterCard Incorporated (the "Company") at the Company's July 18, 2006 annual meeting of stockholders. The award will be settled on June 3, 2012. Read SEC document |
| April 23, 2008 Filed May 16, 2008 20:06 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-032157 · rrd204075.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · CEO, Global Cards 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,546.4 Read SEC document |
| January 22, 2008 Filed Jan 25, 2008 00:11 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 13,185.7 | $24.20 | $319,093.94 |
DisclosureSEC source: 0001181431-08-005294 · rrd191795.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO, Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,546.4 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| January 22, 2008 Filed Jan 25, 2008 00:11 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 178,503.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-005294 · rrd191795.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO, Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,732.1 F1 · shares: Award of shares pursuant to the Issuser's 1999 Stock Incentive Plan. Read SEC document |
| July 20, 2007 Filed Jul 24, 2007 20:12 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 11,591 | $0.00 Strike: $50.73 | $0.00 |
DisclosureSEC source: 0001181431-07-047295 · rrd166667.xml · derivative · entry 6 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,591 Underlying: Common Stock · 11,591 shares Expires 2012-02-13 Read SEC document |
| July 20, 2007 Filed Jul 24, 2007 20:12 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 12,866 | $0.00 Strike: $42.11 | $0.00 |
DisclosureSEC source: 0001181431-07-047295 · rrd166667.xml · derivative · entry 5 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,866 shares Expires 2012-02-13 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 |
| July 20, 2007 Filed Jul 24, 2007 20:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 995 | $51.13 | $50,874.35 |
DisclosureSEC source: 0001181431-07-047295 · rrd166667.xml · nonDerivative · entry 3 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,228.5 Read SEC document |
| July 20, 2007 Filed Jul 24, 2007 20:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 10,596 | $51.13 | $541,773.48 |
DisclosureSEC source: 0001181431-07-047295 · rrd166667.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,223.5 Read SEC document |
| July 20, 2007 Filed Jul 24, 2007 20:12 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 12,866 | $42.11 | $541,783.40 |
DisclosureSEC source: 0001181431-07-047295 · rrd166667.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,819.5 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 |
| June 07, 2007 Filed Jun 11, 2007 21:16 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-039223 · rrd161854.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,042 F1 · price: Represents deferred stock unit award pursuant to the terms of the MasterCard Incorporated 2006 Non-Employee Director Equity Compensation Plan, which was approved by stockholders of MasterCard Incorporated (the "Company") at the Company's July 18, 2006 annual meeting of stockholders. The award will be settled on June 7, 2011. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 23:05 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 21,162.1 | $54.55 | $1,154,392.56 |
DisclosureSEC source: 0001181431-07-005592 · rrd143964.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,953.5 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| January 16, 2007 Filed Jan 19, 2007 00:11 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 17,627.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-004736 · rrd143289.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,115.6 F1 · shares: Award of deferred stock. Read SEC document |
| January 16, 2007 Filed Jan 19, 2007 00:11 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 39,172.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-004736 · rrd143289.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,488 F1 · shares: Award of deferred stock. Read SEC document |
| December 15, 2006 Filed Dec 19, 2006 21:27 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,068 | $0.00 Strike: $53.11 | $0.00 |
DisclosureSEC source: 0001181431-06-070757 · rrd139760.xml · derivative · entry 6 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,068 Underlying: Common Stock · 2,068 shares Expires 2009-10-19 Read SEC document |
| December 15, 2006 Filed Dec 19, 2006 21:27 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 2,282 | $0.00 Strike: $44.22 | $0.00 |
DisclosureSEC source: 0001181431-06-070757 · rrd139760.xml · derivative · entry 5 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,282 shares Expires 2009-10-19 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 |
| December 15, 2006 Filed Dec 19, 2006 21:27 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 168 | $53.11 | $8,922.48 |
DisclosureSEC source: 0001181431-06-070757 · rrd139760.xml · nonDerivative · entry 3 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,315.5 Read SEC document |
| December 15, 2006 Filed Dec 19, 2006 21:27 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,900 | $53.11 | $100,909.00 |
DisclosureSEC source: 0001181431-06-070757 · rrd139760.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,483.5 Read SEC document |
| December 15, 2006 Filed Dec 19, 2006 21:27 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 2,282 | $44.22 | $100,910.04 |
DisclosureSEC source: 0001181431-06-070757 · rrd139760.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,383.5 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 |
| November 17, 2006 Filed Nov 21, 2006 21:01 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 43,336 | $0.00 Strike: $32.05 | $0.00 |
DisclosureSEC source: 0001181431-06-065337 · rrd137002.xml · derivative · entry 5 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,336 shares Expires 2009-02-12 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 |
| November 17, 2006 Filed Nov 21, 2006 21:01 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 6,974 | $50.66 | $353,302.84 |
DisclosureSEC source: 0001181431-06-065337 · rrd137002.xml · nonDerivative · entry 3 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,101.5 Read SEC document |
| November 17, 2006 Filed Nov 21, 2006 21:01 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 27,416 | $50.66 | $1,388,894.56 |
DisclosureSEC source: 0001181431-06-065337 · rrd137002.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,075.5 Read SEC document |
| November 17, 2006 Filed Nov 21, 2006 21:01 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 43,336 | $32.05 | $1,388,918.80 |
DisclosureSEC source: 0001181431-06-065337 · rrd137002.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,491.5 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 05, 2006 Filed Oct 10, 2006 20:12 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 34,808 | $0.00 Strike: $51.03 | $0.00 |
DisclosureSEC source: 0001181431-06-057505 · rrd132722.xml · derivative · entry 6 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,808 Underlying: Common Stock · 34,808 shares Expires 2012-02-13 Read SEC document |
| October 05, 2006 Filed Oct 10, 2006 20:12 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 38,599 | $0.00 Strike: $42.11 | $0.00 |
DisclosureSEC source: 0001181431-06-057505 · rrd132722.xml · derivative · entry 5 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,866.94 Underlying: Common Stock · 38,599 shares Expires 2012-02-13 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 05, 2006 Filed Oct 10, 2006 20:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,957 | $51.03 | $150,895.71 |
DisclosureSEC source: 0001181431-06-057505 · rrd132722.xml · nonDerivative · entry 3 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,155.5 F1 · balance_after: Includes 351.8709 shares the Reporting Person acquired as a participant in the Issuer's employee Stock Purchase Program. Read SEC document |
| October 05, 2006 Filed Oct 10, 2006 20:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 31,851 | $51.03 | $1,625,356.53 |
DisclosureSEC source: 0001181431-06-057505 · rrd132722.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,760.6 Read SEC document |
| October 05, 2006 Filed Oct 10, 2006 20:12 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 38,599 | $42.11 | $1,625,392.31 |
DisclosureSEC source: 0001181431-06-057505 · rrd132722.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,611.6 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 |
| September 14, 2006 Filed Sep 15, 2006 20:18 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 1,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-053226 · rrd130344.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345 F1 · price: Represents deferred stock unit award pursuant to the terms of the MasterCard Incorporated 2006 Non-Employee Director Equity Compensation Plan, which was approved by stockholders of MasterCard Incorporated (the "Company") at the Company's July 18, 2006 annual meeting of stockholders. The calculation of the pro-rated deferred stock unit award is described in the Company's Form 8-K filed on September 15, 2006. The award will be settled on September 14, 2010. Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:29 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 10,342 | $0.00 Strike: $49.95 | $0.00 |
DisclosureSEC source: 0001181431-06-027472 · rrd116007.xml · derivative · entry 6 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,342 Underlying: Common Stock · 10,342 shares Expires 2010-04-18 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:29 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 11,436 | $0.00 Strike: $41.45 | $0.00 |
DisclosureSEC source: 0001181431-06-027472 · rrd116007.xml · derivative · entry 5 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,436 shares Expires 2010-04-18 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 |
| May 01, 2006 Filed May 3, 2006 21:29 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 853 | $49.95 | $42,607.35 |
DisclosureSEC source: 0001181431-06-027472 · rrd116007.xml · nonDerivative · entry 3 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,012.6 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.