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 |
|---|---|---|---|---|---|---|
| May 01, 2006 Filed May 3, 2006 21:29 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 9,489 | $49.95 | $473,975.55 |
DisclosureSEC source: 0001181431-06-027472 · rrd116007.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,865.6 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:29 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 11,436 | $41.45 | $473,967.31 |
DisclosureSEC source: 0001181431-06-027472 · rrd116007.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,354.6 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 |
| February 13, 2006 Filed Feb 14, 2006 22:20 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 10,530.89 | $45.74 | $481,682.91 |
DisclosureSEC source: 0001181431-06-011386 · rrd107800.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,918.6 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 20, 2006 Filed Jan 24, 2006 21:21 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,248 | $46.52 | $151,096.96 |
DisclosureSEC source: 0001181431-06-005263 · rrd104502.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,449.5 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 20, 2006 Filed Jan 24, 2006 21:21 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,726.6 | $46.52 | $80,321.43 |
DisclosureSEC source: 0001181431-06-005263 · rrd104502.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,697.5 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 17, 2006 Filed Jan 19, 2006 21:54 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 41,007.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004330 · rrd104041.xml · nonDerivative · entry 2 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,424.1 F2 · shares: Award of deferred stock under the Issuer's 1999 Stock Incentive Plan (Core CAP Program). Read SEC document |
| January 17, 2006 Filed Jan 19, 2006 21:54 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 18,453.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004330 · rrd104041.xml · nonDerivative · entry 1 Freiberg Steven J · CIK 0001338913 · Co-CEO Global Consumer Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,417 F1 · shares: Award of deferred stock under the Issuer's 1999 Stock Incentive Plan (Supplemental CAP Program). 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.