Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director | May 05, 2023 | May 08, 2023 |
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Pres, Glbl Wealth and Inv Mgmt | August 15, 2011 | August 16, 2011 |
| CITIGROUP INCC · Entity 2837 | Chair/CEO Global Wealth Mgt. | January 22, 2008 | January 25, 2008 |
| Duolingo, Inc.DUOL · Entity 3679 | Director | August 10, 2026 | August 12, 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.
2U, Inc.
Report date May 05, 2023 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,465 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 5,312 · Balance 71,465 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award represent a pro-rata portion of the annual director equity award and will vest in full on June 6, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer.
F2: The shares underlying this restricted stock unit award represent a pro-rata portion of the annual director equity award and will vest in full on June 6, 2023.
BANK OF AMERICA CORP /DE/
Report date August 15, 2011 · Filed August 16, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,000 |
Ending reported balance
After 2011-08-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-08-15 · Exercise / conversion · Acquired 5,144 · Balance 68,144 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. Row 2 · 2011-08-15 · Disposition to issuer · Disposed 5,144 · Balance 63,000 |
| Stock Units 2011SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-02-15 | Direct | 30,865 |
Reported balance
After 2011-08-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2011-08-15 · Exercise / conversion · Disposed 5,144 · Balance 30,865 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 705 |
Reported balance
Holding disclosure · report date 2011-08-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 705 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock.
F2: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012.
CITIGROUP INC
Report date January 22, 2008 · Filed January 25, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 584,028.4 |
Ending reported balance
After 2008-01-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2008-01-22 · Grant · Acquired 345,550.1 · Balance 609,491.9 F1: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan. Row 2 · 2008-01-22 · Tax withholding · Disposed 25,463.5 · Balance 584,028.4 F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan.
F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock.
Duolingo, Inc.
Report date August 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,592 |
Ending reported balance
After 2026-08-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-10 · Grant · Acquired 1,312 · Balance 1,312 F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of the Issuer's Class A Common Stock for each RSU upon vesting. 100% of the RSUs vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service to the Issuer. Row 2 · 2026-08-10 · Grant · Acquired 3,280 · Balance 4,592 F2: One-half of the RSUs vest on August 10, 2027, and one-fourth vest on each of August 10, 2028 and August 10, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of the Issuer's Class A Common Stock for each RSU upon vesting. 100% of the RSUs vest on the earlier of (i) the first anniversary of the grant date or (ii) the date of the next annual meeting of the Issuer's stockholders following the grant date, subject to the Reporting Person's continued service to the Issuer.
F2: One-half of the RSUs vest on August 10, 2027, and one-fourth vest on each of August 10, 2028 and August 10, 2029.
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 |
|---|---|---|---|---|---|---|
| February 13, 2006 Filed Feb 14, 2006 22:22 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 9,959.31 | $45.74 | $455,538.84 |
DisclosureSEC source: 0001181431-06-011390 · rrd107797.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,193.3 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 21:23 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,692.3 | $46.52 | $125,245.80 |
DisclosureSEC source: 0001181431-06-005267 · rrd104499.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,152.6 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 21:23 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,982.1 | $46.52 | $278,287.29 |
DisclosureSEC source: 0001181431-06-005267 · rrd104499.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,844.9 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 21:55 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 27,064.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004331 · rrd103966.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,827 F2 · shares: Award of restricted stock under the Issuer's 1999 Stock Incentive Plan (Supplemental CAP Program). Read SEC document |
| January 17, 2006 Filed Jan 19, 2006 21:55 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 60,143.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004331 · rrd103966.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,762.3 F1 · shares: Award of restricted stock under the Issuer's 1999 Stock Incentive Plan (Core CAP Program). Read SEC document |
| January 18, 2005 Filed Jan 20, 2005 21:50 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 22,525.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-003888 · rrd65049.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,618.4 F2 · shares: Award of restricted stock under the Issuer's 1997 Stock Incentive Plan (Supplemental CAP Program). Read SEC document |
| January 18, 2005 Filed Jan 20, 2005 21:50 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 50,056.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-003888 · rrd65049.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,093.1 F1 · shares: Award of restricted stock under the Issuer's 1997 Stock Incentive Plan (Core CAP Program). Read SEC document |
| January 20, 2004 Filed Jan 23, 2004 02:23 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 66,666.67 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003954 · rrd29807.xml · derivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,666.67 Underlying: Common Stock · 66,666.67 shares Expires 2010-01-20 F3 · derivative.exercise_date: The options are exercisable in three annual installments beginning on July 20, 2005. Read SEC document |
| January 20, 2004 Filed Jan 23, 2004 02:23 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 8,333.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-003954 · rrd29807.xml · nonDerivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,036.8 F2 · shares: Award of deferred stock under the Issuer's Capital Accumulation Program. Read SEC document |
| January 20, 2004 Filed Jan 23, 2004 02:23 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 57,020.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-003954 · rrd29807.xml · nonDerivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,703.5 F1 · shares: Award of restricted stock under the Issuer's Capital Accumulation Program. Read SEC document |
| February 12, 2003 Filed Mar 12, 2004 23:08 UTC Amendment | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 33,334 | $0.00 Strike: $32.05 | $0.00 |
DisclosureSEC source: 0001181431-04-015446 · rrd36494.xml · derivative · entry 5 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,334 Underlying: Common Stock · 33,334 shares Expires 2013-02-12 F1 · derivative.exercise_date: The original Form 4 incorrectly stated that the employee stock option grant reported herein vests in five annual installments beginning on July 12, 2004. Read SEC document |
| February 12, 2003 Filed Mar 12, 2004 23:08 UTC Amendment | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 33,333 | $0.00 Strike: $32.05 | $0.00 |
DisclosureSEC source: 0001181431-04-015446 · rrd36494.xml · derivative · entry 4 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2013-02-12 F1 · derivative.exercise_date: The original Form 4 incorrectly stated that the employee stock option grant reported herein vests in five annual installments beginning on July 12, 2004. Read SEC document |
| February 12, 2003 Filed Mar 12, 2004 23:08 UTC Amendment | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 33,333 | $0.00 Strike: $32.05 | $0.00 |
DisclosureSEC source: 0001181431-04-015446 · rrd36494.xml · derivative · entry 3 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2013-02-12 F1 · derivative.exercise_date: The original Form 4 incorrectly stated that the employee stock option grant reported herein vests in five annual installments beginning on July 12, 2004. Read SEC document |
| February 12, 2003 Filed Mar 12, 2004 23:08 UTC Amendment | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 33,333 | $0.00 Strike: $32.05 | $0.00 |
DisclosureSEC source: 0001181431-04-015446 · rrd36494.xml · derivative · entry 2 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2013-02-12 F1 · derivative.exercise_date: The original Form 4 incorrectly stated that the employee stock option grant reported herein vests in five annual installments beginning on July 12, 2004. Read SEC document |
| February 12, 2003 Filed Mar 12, 2004 23:08 UTC Amendment | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 33,333 | $0.00 Strike: $32.05 | $0.00 |
DisclosureSEC source: 0001181431-04-015446 · rrd36494.xml · derivative · entry 1 KRAWCHECK SALLIE · CIK 0001226642 · CEO Smith Barney 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 33,333 shares Expires 2013-02-12 F1 · derivative.exercise_date: The original Form 4 incorrectly stated that the employee stock option grant reported herein vests in five annual installments beginning on July 12, 2004. 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.