Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director · Chief Executive Officer | January 17, 2012 | January 19, 2012 |
| ExlService Holdings, Inc.EXLS · Entity 1503 | Director | June 16, 2026 | June 18, 2026 |
| MORGAN STANLEYMWD · Entity 2815 | Business Unit Head | December 14, 2004 | December 16, 2004 |
| VIRTUSA CORPEXLS · Entity 138065 | Director | June 17, 2021 | June 21, 2021 |
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 January 17, 2012 · Filed January 19, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 386,561.7 |
Reported balance
After 2012-01-17 transaction · row 1
1 source rowRow 1 · 2012-01-17 · Grant · Acquired 130,946.7 · Balance 386,561.7 F1: Award of deferred stock pursuant to the Issuer's 2009 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 195,017 |
Reported balance
Holding disclosure · report date 2012-01-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 195,017 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of deferred stock pursuant to the Issuer's 2009 Stock Incentive Plan.
ExlService Holdings, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 84,378 |
Reported balance
After 2026-06-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 11,293 · Balance 84,378 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock upon settlement. F2: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of the issuer (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock upon settlement.
F2: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of the issuer (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2025 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service.
MORGAN STANLEY
Report date December 14, 2004 · Filed December 16, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,868,055 |
Reported balance
After 2004-12-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2004-12-14 · Grant · Acquired 181,440 · Balance 1,868,055 F1: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 10,211 |
Reported balance
Holding disclosure · report date 2004-12-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,211 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1.
VIRTUSA CORP
Report date June 17, 2021 · Filed June 21, 2021
Jointly reported with Orogen Echo LLC, Orogen Group LLC, Orogen Holdings LLC, Atairos-Orogen Holdings, LLC, Atairos Group, Inc., Atairos Partners, L.P., Atairos Partners GP, Inc., Angelakis Michael J
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | IndirectFootnotes | 6,778 |
Reported balance
After 2021-06-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-17 · Grant · Acquired 1,420 · Balance 6,778 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock upon settlement. F2: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of the issuer (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service. F3: Mr. Pandit serves on the Board and is the Chairman and Chief Executive Officer of Orogen Echo LLC ("OE"). Orogen Holdings LLC and Atairos-Orogen Holdings, LLC are the sole members with joint investment control of The Orogen Group LLC, which is the sole member of OE. Mr. Pandit has majority voting control of Orogen Holdings LLC. Atairos Group, Inc. ("Atairos") is the sole voting shareholder of Atairos-Orogen Holdings, LLC. Michael Angelakis is the Chairman and Chief Executive Officer of Atairos and controls a majority of the voting power of Atairos Partners GP, Inc., which is the general partner of Atairos Partners L.P., the sole voting shareholder of Atairos. F4: Each of the reporting persons, other than Mr. Pandit, is acting as a director by deputization of the issuer with respect to Mr. Pandit's membership on the Board. Each of the reporting persons may be deemed to have direct or indirect beneficial ownership of the reported securities, as applicable, but disclaims such beneficial ownership except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock upon settlement.
F2: The restricted stock units vest upon the earlier of (i) the first anniversary of the date of grant, (ii) the date on which the reporting person's term as a member of the Board of Directors of the issuer (the "Board") expires if the reporting person is not subsequently elected to a new term on the Board, and (iii) the occurrence of a "Change in Control", as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan (the "Plan"), and such awards settle upon the earlier of (i) the reporting person's death, (ii) the occurrence of a "Change of Control", as defined in the Plan and (iii) the date that is 180 days following the date on which the reporting person ceases to serve as a member of the Board for any reason other than due to such reporting person's death or, if later, the date of the reporting person's separation from service.
F3: Mr. Pandit serves on the Board and is the Chairman and Chief Executive Officer of Orogen Echo LLC ("OE"). Orogen Holdings LLC and Atairos-Orogen Holdings, LLC are the sole members with joint investment control of The Orogen Group LLC, which is the sole member of OE. Mr. Pandit has majority voting control of Orogen Holdings LLC. Atairos Group, Inc. ("Atairos") is the sole voting shareholder of Atairos-Orogen Holdings, LLC. Michael Angelakis is the Chairman and Chief Executive Officer of Atairos and controls a majority of the voting power of Atairos Partners GP, Inc., which is the general partner of Atairos Partners L.P., the sole voting shareholder of Atairos.
F4: Each of the reporting persons, other than Mr. Pandit, is acting as a director by deputization of the issuer with respect to Mr. Pandit's membership on the Board. Each of the reporting persons may be deemed to have direct or indirect beneficial ownership of the reported securities, as applicable, but disclaims such beneficial ownership except to the extent of its pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| January 22, 2008 Filed Jan 25, 2008 00:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,094,948.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-005301 · rrd191408.xml · nonDerivative · entry 1 PANDIT VIKRAM S · CIK 0001183417 · Director · CEO, Citigroup Inc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,094,948.7 F1 · shares: Award of shares pursuant to the Issuer's 1999 Stock Incentive Plan. Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 23:14 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 181,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000132 · doc4.xml · nonDerivative · entry 1 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868,055 F1 · security: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| September 08, 2004 Filed Sep 9, 2004 16:03 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 31,258 | $52.53 | $1,641,982.74 |
DisclosureSEC source: 0001204892-04-000102 · doc4.xml · nonDerivative · entry 1 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,686,615 Read SEC document |
| July 14, 2004 Filed Jul 15, 2004 18:58 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 269,596 | $0.00 Strike: $9.02 | $0.00 |
DisclosureSEC source: 0001204892-04-000081 · doc4.xml · derivative · entry 4 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 269,596 shares Expires 2005-01-31 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_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| July 14, 2004 Filed Jul 15, 2004 18:58 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 136,264 | $49.21 | $6,705,551.44 |
DisclosureSEC source: 0001204892-04-000081 · doc4.xml · nonDerivative · entry 2 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,717,873 Read SEC document |
| July 14, 2004 Filed Jul 15, 2004 18:58 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 269,596 | $9.02 | $2,431,755.92 |
DisclosureSEC source: 0001204892-04-000081 · doc4.xml · nonDerivative · entry 1 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,854,137 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 |
| November 28, 2003 Filed Dec 2, 2003 19:28 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 156,567 | $0.00 Strike: $55.45 | $0.00 |
DisclosureSEC source: 0001204892-03-000078 · doc4.xml · derivative · entry 3 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Co-Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,567 Underlying: Common Stock · 156,567 shares Expires 2014-01-02 F2 · derivative.exercise_date: Options are exercisable upon vesting. Vesting occurs as follows: 50% of the award vests on January 2, 2006 and the remaining 50 % vests on January 2, 2007. Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 19:28 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 69,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-03-000078 · doc4.xml · nonDerivative · entry 1 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Co-Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584,541 F1 · kind: Stock Units which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 10, 2003 Filed Jul 11, 2003 14:25 UTC | MORGAN STANLEY MWD · Entity 2815 | GiftCommon Stock | 21,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-03-013758 · rrd13046.xml · nonDerivative · entry 1 PANDIT VIKRAM S · CIK 0001183417 · Business Unit Co-Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514,956 F1 · balance_after: In addition, Reporting Person's indirect holdings include 9,704 shares of Common Stock held through Morgan Stanley's 401(k) plan/ESOP trust. 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.