Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | CHIEF ACCOUNTING OFFICER | April 15, 2026 | April 17, 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 April 15, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,734.4 |
Reported balance
After 2026-04-15 transaction · row 1
1 source rowRow 1 · 2026-04-15 · Sale · Disposed 12,732 · Balance 97,734.4 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JPMORGAN CHASE & CO
Report date March 01, 2021 · Filed March 05, 2021
Section 16 reporting ended · disclosed 2021-03-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| January 13, 2018 Filed Jan 17, 2018 22:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 2,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001140 · doc4.xml · nonDerivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,459 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 a contingent right to receive one share of JPMC common stock. Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionRestricted Stock Units · Derivative | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016567 · doc4.xml · derivative · entry 3 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,570 Underlying: Common Stock · 1,856 shares Expires 2020-10-25 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 a contingent right to receive one share of JPMC common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2017, 25% on October 25, 2018, 25% on October 25, 2019, and 25% on October 25, 2020, subject to continued employment. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 993 | $100.82 | $100,114.26 |
DisclosureSEC source: 0001225208-17-016567 · doc4.xml · nonDerivative · entry 2 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,646 Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 21:09 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 1,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-016567 · doc4.xml · nonDerivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,639 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 a contingent right to receive one share of JPMC common stock. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 20:50 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 11,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014966 · doc4.xml · derivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,161 Underlying: Common Stock · 11,161 shares Expires 2021-10-25 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. The grant amount was calculated using a value of $89.60 per restricted stock unit, the "fair market value" (the average of the high and low selling prices on the New York Stock Exchange composite tape) of one share of JPMC common stock on September 11, 2017, the date of grant under the terms of the JPMorgan Chase & Co. Long Term Incentive Plan. F2 · derivative.exercise_date: Restricted stock units vest 25% on October 25, 2018, 25% on October 25, 2019, 25% on October 25, 2020, and 25% on October 25, 2021, subject to continued employment. Shares resulting from vesting must be held at least two years from each vesting date. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 20:07 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 1,000 | $91.29 | $91,291.70 |
DisclosureSEC source: 0001225208-17-012729 · doc4.xml · nonDerivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,783 Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:58 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantRestricted Stock Units · Derivative | 3,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001360 · doc4.xml · derivative · entry 1 Giles Nicole · CIK 0001695090 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,781 Underlying: Common Stock · 3,781 shares Expires 2020-01-13 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of JPMC common stock. F2 · kind: Equity incentives are subject to the JPMorgan Chase Bonus Recoupment Policy which applies in the event of a material restatement of the Firm's financials. In addition, all equity awards granted in 2017 contain recapture provisions that enable the Firm to cancel an unvested or unexercisable award and/or recover the value of certain stock distributed under the award in specified circumstances. In addition to recapture provisions, portions of equity awards awarded to Operating Committee members are also subject to additional Protection-based Vesting provisions under which awards may be cancelled, any determination with respect to which is subject to ratification by the Compensation & Management Development Committee of the Board of Directors (Committee). In the case of an award to the CEO, all such determinations shall be made by the Committee. F3 · derivative.exercise_date: Restricted stock units vest 50% on January 13, 2019 and 50% on January 13, 2020. 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.