Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | April 01, 2014 | April 03, 2014 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | June 25, 2009 | July 08, 2009 |
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 01, 2014 · Filed April 03, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,852 |
Reported balance
After 2014-04-01 transaction · row 1
1 source rowRow 1 · 2014-04-01 · Grant · Acquired 0.1555 · Balance 18,852 F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectJointly with Spouse | 1,700 |
Reported balance
Holding disclosure · report date 2014-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,700 |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors.
WELLS FARGO & COMPANY/MN
Report date June 25, 2009 · Filed July 08, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1 2/3 par valueSEC Table I · non-derivative | Direct | 421,141 |
Reported balance
After 2009-06-25 transaction · row 1
1 source rowRow 1 · 2009-06-25 · Gift · Disposed 432 · Balance 421,141 |
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 27, 2004 Filed Apr 29, 2004 20:07 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 par value | 887 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-04-000073 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,374 Read SEC document |
| October 21, 2003 Filed Oct 23, 2003 18:55 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-03-000076 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,487 Read SEC document |
| August 05, 2003 Filed Dec 16, 2003 18:19 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GiftCommon Stock, $1 2/3 par value | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193833-03-000092 · edgar.xml · nonDerivative · entry 1 JOSS ROBERT L · CIK 0001201271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,487 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.