Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913 | Chair of the Commercial Bank | March 01, 2026 | March 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.
CITIZENS FINANCIAL GROUP INC/RI
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 251,106 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 52,334 · Balance 282,205 F1: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Row 2 · 2026-03-01 · Tax withholding · Disposed 31,099 · Balance 251,106 |
| Common StockSEC Table I · non-derivative | IndirectBy McCree GST Family Trust 3 | 48,529 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 48,529 |
| Common StockSEC Table I · non-derivative | IndirectBy McCree GST Family Trust 2 | 48,529 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 48,529 |
| Common StockSEC Table I · non-derivative | IndirectBy McCree GST Family Trust 1 | 48,530 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 48,530 |
Filing footnotes · ownership attribution and instrument terms
F1: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan.
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 December 14, 2004 · Filed December 21, 2004
Section 16 reporting ended · disclosed 2004-12-21. 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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 21:22 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 31,099 | $60.19 | $1,871,848.81 |
DisclosureSEC source: 0000759944-26-000048 · wk-form4_1772572941.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Chair of the Commercial Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,106 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:22 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 52,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000048 · wk-form4_1772572941.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Chair of the Commercial Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,205 F1 · shares: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:37 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 34,951 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000031 · wk-form4_1771018629.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Chair of the Commercial Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,871 F1 · shares: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:11 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 26,672 | $45.77 | $1,220,777.44 |
DisclosureSEC source: 0000759944-25-000042 · wk-form4_1741126291.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,920 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:11 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 23,131 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000042 · wk-form4_1741126291.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,592 F1 · shares: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 21:57 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 27,895 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000014 · wk-form4_1739483811.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,461 F1 · shares: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| November 26, 2024 Filed Dec 2, 2024 23:36 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GiftCommon Stock | 11,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000194 · wk-form4_1733182554.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,566 F1 · shares: On 11/26/24, the reporting person donated 11,129 shares of directly owned shares to common stock to a donor-advised fund, which gifted shares for charitable purposes. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 30,180 | $31.39 | $947,350.20 |
DisclosureSEC source: 0000759944-24-000043 · wk-form4_1709593494.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,695 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:05 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 30,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000043 · wk-form4_1709593494.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,875 F1 · shares: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 00:19 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 39,494 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000019 · wk-form4_1708042783.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Head of Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,446 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| May 13, 2023 Filed May 16, 2023 21:46 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 11,607 | $24.80 | $287,853.60 |
DisclosureSEC source: 0000759944-23-000093 · wk-form4_1684273598.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,952 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 22:48 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 28,651 | $41.61 | $1,192,168.11 |
DisclosureSEC source: 0000759944-23-000045 · wf-form4_167788369322721.xml · nonDerivative · entry 3 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,559 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:48 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 5,877 | $41.76 | $245,423.52 |
DisclosureSEC source: 0000759944-23-000045 · wf-form4_167788369322721.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,210 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:48 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 24,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-23-000045 · wf-form4_167788369322721.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,087 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:48 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 72,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-23-000034 · wf-form4_167667044871981.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,754 F1 · shares: Reflects awards in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 21:59 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 3,371 | $48.56 | $163,695.76 |
DisclosureSEC source: 0000759944-22-000037 · wf-form4_164634476156450.xml · nonDerivative · entry 3 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,499 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:59 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 21,950 | $52.42 | $1,150,619.00 |
DisclosureSEC source: 0000759944-22-000037 · wf-form4_164634476156450.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,870 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:59 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 18,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000037 · wf-form4_164634476156450.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,820 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 00:19 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 31,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000028 · wf-form4_164609394191509.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,544 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 22:25 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 3,234 | $44.30 | $143,266.20 |
DisclosureSEC source: 0000759944-21-000038 · wf-form4_161481028649687.xml · nonDerivative · entry 3 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,957 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:25 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 26,090 | $43.44 | $1,133,349.60 |
DisclosureSEC source: 0000759944-21-000038 · wf-form4_161481028649687.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,191 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:25 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 16,252 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000038 · wf-form4_161481028649687.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,281 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:40 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 43,379 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000010 · wf-form4_161316601247927.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,029 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| June 08, 2020 Filed Nov 13, 2020 21:45 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GiftCommon Stock | 145,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000100 · wf-form4_160530393326683.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,650 Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:30 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 19,807 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000031 · wf-form4_158327099372736.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,043 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:30 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 33,805 | $31.69 | $1,071,280.45 |
DisclosureSEC source: 0000759944-20-000031 · wf-form4_158327099372736.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,238 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:10 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 53,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000014 · wf-form4_158162821060004.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,236 F1 · shares: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:13 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 22,780 | $36.94 | $841,493.20 |
DisclosureSEC source: 0000759944-19-000030 · wf-form4_155173040509726.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,720 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:13 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 17,972 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000030 · wf-form4_155173040509726.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,500 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 19:52 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 33,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000008 · wf-form4_155026034887537.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,528 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:03 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 3,291 | $43.49 | $143,125.59 |
DisclosureSEC source: 0000759944-18-000027 · wf-form4_152028737502567.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,628 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:03 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 14,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000027 · wf-form4_152028737502567.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,919 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:35 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 979 | $37.37 | $36,585.23 |
DisclosureSEC source: 0000759944-17-000018 · wf-form4_148857690133942.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,332 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:35 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 14,271 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-17-000018 · wf-form4_148857690133942.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Vice Chair, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,311 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| October 14, 2004 Filed Oct 20, 2004 20:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GiftCommon Stock | 2,530 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000372 · mcc523.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,330.4293 Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 21:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantStock Appreciation Right · Derivative | 75,076 | $0.00 Strike: $39.96 | $0.00 |
DisclosureSEC source: 0000019617-04-000177 · mcc403.xml · derivative · entry 4 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,076 Underlying: Common Stock · 75,076 shares Expires 2014-02-11 F1 · derivative.exercise_date: Vests in two equal annual installments beginning January 25, 2006. Read SEC document |
| February 11, 2004 Filed Feb 13, 2004 21:48 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | GrantCommon Stock | 62,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000019617-04-000177 · mcc403.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,432.3935 Read SEC document |
| January 25, 2004 Filed Jan 27, 2004 16:33 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 21,541 | $39.83 | $857,978.03 |
DisclosureSEC source: 0000019617-04-000045 · mcc351.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,869.3935 Read SEC document |
| November 06, 2003 Filed Nov 10, 2003 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 30 | $36.35 | $1,090.50 |
DisclosureSEC source: 0000019617-03-000470 · mcc314.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,410.3935 Read SEC document |
| November 06, 2003 Filed Nov 10, 2003 16:14 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | SaleCommon Stock | 14,140 | $36.32 | $513,566.21 |
DisclosureSEC source: 0000019617-03-000470 · mcc314.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,440.3935 Read SEC document |
| May 15, 2003 Filed May 16, 2003 21:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionStock Options (Rights to Buy) · Derivative | 3,000 | $0.00 Strike: $14.38 | $0.00 |
DisclosureSEC source: 0000019617-03-000335 · mcc247.xml · derivative · entry 3 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2003-09-21 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 15, 2003 Filed May 16, 2003 21:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Tax withholdingCommon Stock | 1,976 | $31.06 | $61,364.68 |
DisclosureSEC source: 0000019617-03-000335 · mcc247.xml · nonDerivative · entry 2 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,834.7261 F1 · balance_after: Reporting person also beneficially owns 2,136.4726 shares as follows: Indirect ownership (401-K Plan). An additional 60 shares are held in the name of his spouse. Read SEC document |
| May 15, 2003 Filed May 16, 2003 21:22 UTC | JPMORGAN CHASE & CO JPM · Entity 2795 | Exercise / conversionCommon Stock | 3,000 | $14.38 | $43,125.00 |
DisclosureSEC source: 0000019617-03-000335 · mcc247.xml · nonDerivative · entry 1 MCCREE DONALD H III · CIK 0001197619 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,810.7261 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.