Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | October 01, 2026 | October 03, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Senior Vice President | February 22, 2006 | February 24, 2006 |
| Hewlett Packard Enterprise CoHPE · Entity 2984 | Director | September 30, 2026 | October 03, 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 October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,148.0225 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 417 · Balance 50,148.0225 F1: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors.
GENERAL ELECTRIC CO
Report date February 22, 2006 · Filed February 24, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 85,690 |
Reported balance
After 2006-02-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2006-02-22 · Grant · Acquired 1,814 · Balance 85,690 F1: 1-for-1 F2: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends.
Hewlett Packard Enterprise Co
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 587 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 587 · Balance 587 F1: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $37,500 for Issuer's Board Year 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy JPM Chase | 65,072 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65,072 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to the reporting person pursuant to the Issuer's 2021 Stock Incentive Plan in lieu of Q2 cash retainer of $37,500 for Issuer's Board Year 2026.
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 |
|---|---|---|---|---|---|---|
| June 26, 2005 Filed Jun 28, 2005 21:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-05-000111 · edgar.xml · derivative · entry 5 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 18,750 shares Expires 2005-06-26 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: Security converts to common stock on a one-for-one basis Read SEC document |
| June 26, 2005 Filed Jun 28, 2005 21:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 7,772 | $34.66 | $269,377.52 |
DisclosureSEC source: 0001231205-05-000111 · edgar.xml · nonDerivative · entry 3 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,694 Read SEC document |
| June 26, 2005 Filed Jun 28, 2005 21:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-05-000111 · edgar.xml · nonDerivative · entry 2 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,466 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 |
| May 10, 2005 Filed Jun 28, 2005 21:07 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-05-000111 · edgar.xml · nonDerivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,716 Read SEC document |
| February 18, 2005 Filed Feb 22, 2005 22:03 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 1,505 | $35.81 | $53,894.05 |
DisclosureSEC source: 0001231205-05-000053 · edgar.xml · derivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,690 Underlying: Common Stock · 1,505 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| February 01, 2005 Filed Feb 3, 2005 19:21 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 105,000 | $0.00 Strike: $14.73 | $0.00 |
DisclosureSEC source: 0001231205-05-000024 · edgar.xml · derivative · entry 4 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Underlying: Common Stock · 105,000 shares Expires 2006-09-13 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 01, 2005 Filed Feb 3, 2005 19:21 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 66,690 | $36.17 | $2,412,177.30 |
DisclosureSEC source: 0001231205-05-000024 · edgar.xml · nonDerivative · entry 2 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,216 Read SEC document |
| February 01, 2005 Filed Feb 3, 2005 19:21 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 105,000 | $14.73 | $1,546,650.00 |
DisclosureSEC source: 0001231205-05-000024 · edgar.xml · nonDerivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,906 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 |
| September 17, 2004 Filed Sep 21, 2004 20:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-04-000164 · edgar.xml · derivative · entry 2 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 17, 2004 Filed Sep 21, 2004 20:10 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantEmployee Stock Option (right to buy) · Derivative | 135,000 | $0.00 Strike: $34.22 | $0.00 |
DisclosureSEC source: 0001231205-04-000164 · edgar.xml · derivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 135,000 shares Expires 2014-09-17 F1 · derivative.exercise_date: The Stock Options become exercisable in five equal installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| February 20, 2004 Filed Feb 24, 2004 20:46 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantPhantom Stock Units · Derivative | 1,025 | $33.35 | $34,183.75 |
DisclosureSEC source: 0001231205-04-000069 · edgar.xml · derivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,216 Underlying: Common Stock · 1,025 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. F2 · derivative.expiration_date: Reallocable to other investment media. Payable after termination of employment. Total includes accrued dividends. Read SEC document |
| January 21, 2004 Filed Jan 23, 2004 22:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $10.65 | $0.00 |
DisclosureSEC source: 0001231205-04-000020 · edgar.xml · derivative · entry 5 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,000 shares Expires 2005-09-15 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 |
| January 21, 2004 Filed Jan 23, 2004 22:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 15,000 | $33.25 | $498,750.00 |
DisclosureSEC source: 0001231205-04-000020 · edgar.xml · nonDerivative · entry 3 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,906 Read SEC document |
| January 21, 2004 Filed Jan 23, 2004 22:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | SaleCommon Stock | 39,800 | $33.23 | $1,322,554.00 |
DisclosureSEC source: 0001231205-04-000020 · edgar.xml · nonDerivative · entry 2 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,906 Read SEC document |
| January 21, 2004 Filed Jan 23, 2004 22:41 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 90,000 | $10.65 | $958,500.00 |
DisclosureSEC source: 0001231205-04-000020 · edgar.xml · nonDerivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,706 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 |
| September 12, 2003 Filed Sep 17, 2003 01:18 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000091 · edgar.xml · derivative · entry 3 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Vesting schedule: 25% on third anniversary; 25% on fifth anniversary; 25% on tenth anniversary and 25% at 65. F4 · derivative.expiration_date: Vesting schedule: 25% on third anniversary; 25% on fifth anniversary; 25% on tenth anniversary and 25% at 65. Read SEC document |
| September 12, 2003 Filed Sep 17, 2003 01:18 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantRestricted Stock Units · Derivative | 26,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000091 · edgar.xml · derivative · entry 2 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,667 Underlying: Common Stock · 26,667 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. F3 · derivative.expiration_date: Vesting schedule: 50% on third anniversary; 50% on fifth anniversary. Read SEC document |
| September 12, 2003 Filed Sep 17, 2003 01:18 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | GrantStock Appreciation Rights (exercisable for stock) · Derivative | 120,000 | $0.00 Strike: $31.53 | $0.00 |
DisclosureSEC source: 0001231205-03-000091 · edgar.xml · derivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 shares Expires 2013-09-12 F1 · derivative.exercise_date: The SARs become exercisable in five equal installments of 20% each, beginning on the first anniversary of the grant date. Read SEC document |
| July 27, 2003 Filed Jul 29, 2003 22:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000056 · edgar.xml · derivative · entry 4 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2003-07-27 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: Security converts to common stock on a one-for-one basis Read SEC document |
| July 27, 2003 Filed Jul 29, 2003 22:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Tax withholdingCommon Stock | 4,145 | $28.28 | $117,220.60 |
DisclosureSEC source: 0001231205-03-000056 · edgar.xml · nonDerivative · entry 2 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,706 Read SEC document |
| July 27, 2003 Filed Jul 29, 2003 22:13 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-03-000056 · edgar.xml · nonDerivative · entry 1 REINER GARY M · CIK 0001233171 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,851 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.