Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ANALOG DEVICES INCADI · Entity 591 | Director | March 11, 2026 | March 12, 2026 |
| CITIGROUP INCC · Entity 2837 | Director | January 02, 2026 | January 06, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Director | April 02, 2018 | April 02, 2018 |
| NIKE, Inc.NKE · Entity 2537 | Director | September 08, 2026 | September 10, 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.
ANALOG DEVICES INC
Report date March 11, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Comm Stock - $.16-2/3 valueSEC Table I · non-derivative | Direct | 3,426 |
Reported balance
After 2026-03-11 transaction · row 1
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 747 · Balance 3,426 F1: Annual grant to non-employee director of Restricted Stock Units (RSUs) that vest 100% on the earlier of March 11, 2027 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee director of Restricted Stock Units (RSUs) that vest 100% on the earlier of March 11, 2027 or the date of the Company's next Annual Meeting of Shareholders. Upon the vesting date, each vested RSU shall automatically convert into one (1) share of common stock of the Company.
CITIGROUP INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,403.0225 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,262.605 · Balance 3,403.0225 F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 27,737.9785 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,737.9785 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: Deferred shares awarded 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.
GENERAL ELECTRIC CO
Report date April 02, 2018 · Filed April 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,200 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 5,512 · Balance 23,200 F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director. F2: Each unit of phantom stock is the economic equivalent of one share of common stock. F3: Payable beginning one year after termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired at a price of $14.06 per unit pursuant to the terms of the 2007 Long-Term Incentive Plan. Payable beginning one year after termination of service as a director.
F2: Each unit of phantom stock is the economic equivalent of one share of common stock.
F3: Payable beginning one year after termination of service as a director.
NIKE, Inc.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 16,146 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Grant · Acquired 5,047 · Balance 16,146 F1: Restricted shares granted on 09/08/2026 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted on 09/08/2026 under the NIKE, Inc. Stock Incentive Plan. The restrictions lapse with respect to 100% of the shares on the earlier of the date of the next annual meeting of shareholders, or the last day of the 12th full calendar month following the date of grant.
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 |
|---|---|---|---|---|---|---|
| April 01, 2016 Filed Apr 5, 2016 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 593.8384 | $42.10 | $25,000.00 |
DisclosureSEC source: 0001209191-16-112933 · doc4.xml · nonDerivative · entry 2 Henry Peter B. · CIK 0001513315 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 593.8384 F2 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F3 · 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 |
| April 01, 2016 Filed Apr 5, 2016 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1.5948 | $42.10 | $67.14 |
DisclosureSEC source: 0001209191-16-112933 · doc4.xml · nonDerivative · entry 1 Henry Peter B. · CIK 0001513315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,347.7721 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 22:17 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,048.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-100018 · doc4.xml · nonDerivative · entry 1 Henry Peter B. · CIK 0001513315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,346 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2016 Filed Jan 5, 2016 22:19 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 468 | $53.31 | $24,948.14 |
DisclosureSEC source: 0001209191-16-089010 · doc4.xml · nonDerivative · entry 1 Henry Peter B. · CIK 0001513315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,297.5 F1 · shares: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2015 Filed Oct 5, 2015 20:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 487 | $51.28 | $24,970.93 |
DisclosureSEC source: 0001209191-15-073802 · doc4.xml · nonDerivative · entry 1 Henry Peter B. · CIK 0001513315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,829.5 F1 · shares: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2015 Filed Jul 6, 2015 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,342.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-008701 · rrd425951.xml · nonDerivative · entry 1 Henry Peter B. · CIK 0001513315 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,342.5 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.