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 |
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 03, 2026 | February 05, 2026 |
| NORTHROP GRUMMAN CORP /DE/NOC · Entity 2963 | Director | May 20, 2026 | May 21, 2026 |
| PRECIGEN, INC.PGEN · Entity 4356 | Director | March 13, 2026 | March 16, 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 | 2,818.2638 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 6.4904 · Balance 2,818.2638 F1: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 39,648.6968 |
Reported balance
After 2026-10-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-01 · Grant · Acquired 200.8455 · Balance 39,648.6968 F1: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors.
F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors.
EMERSON ELECTRIC CO
Report date February 03, 2026 · Filed February 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,458 |
Reported balance
After 2026-02-03 transaction · row 1
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 1,251 · Balance 27,458 F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 1,251 restricted stock units having a fair market value of $151.795 per unit on the date of grant under shareholder approved benefits plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock units.
NORTHROP GRUMMAN CORP /DE/
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,738 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 349 · Balance 6,738 F1: Represents shares of common stock deferred into a stock unit account pursuant to the Northrop Grumman 2024 Long-Term Incentive Stock Plan (the "Plan") in a transaction exempt pursuant to Rule 16b-3. F2: Amount includes (i) 635 shares of common stock; and (ii) 6,103 shares of common stock, including dividends, held in a stock unit account pursuant to the Plan and the Northrop Grumman 2011 Long-Term Incentive Stock Plan. Dividends earned on shares held in the stock unit account were exempt from Section 16 and not reportable under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock deferred into a stock unit account pursuant to the Northrop Grumman 2024 Long-Term Incentive Stock Plan (the "Plan") in a transaction exempt pursuant to Rule 16b-3.
F2: Amount includes (i) 635 shares of common stock; and (ii) 6,103 shares of common stock, including dividends, held in a stock unit account pursuant to the Plan and the Northrop Grumman 2011 Long-Term Incentive Stock Plan. Dividends earned on shares held in the stock unit account were exempt from Section 16 and not reportable under Rule 16a-11.
PRECIGEN, INC.
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 685,417 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Exercise / conversion · Acquired 71,839 · Balance 685,417 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-13 · Exercise / conversion · Disposed 71,839 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2: The RSUs vested in full on March 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock.
F2: The RSUs vested in full on March 13, 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 |
|---|---|---|---|---|---|---|
| March 16, 2017 Filed Mar 20, 2017 20:26 UTC | PRECIGEN, INC. XON · Entity 4356 | GrantCommon Stock | 3,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-17-000055 · edgar.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,595 Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 22:53 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,549.5462 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012323 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,165.4346 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 2,999.6090 shares of deferred common stock which vested on 1/20/2017 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 20:37 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000148 · edgar.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,907 F1 · kind: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:18 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 8.3203 | $58.65 | $488.01 |
DisclosureSEC source: 0001209191-17-002042 · doc4.xml · nonDerivative · entry 2 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,057.3075 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:18 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 19.2611 | $58.65 | $1,129.72 |
DisclosureSEC source: 0001209191-17-002042 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,615.4974 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:12 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 10.2786 | $47.31 | $486.32 |
DisclosureSEC source: 0001209191-16-144159 · doc4.xml · nonDerivative · entry 2 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,048.9872 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:12 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 23.7942 | $47.31 | $1,125.80 |
DisclosureSEC source: 0001209191-16-144159 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,596.2363 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2016 Filed Jul 6, 2016 20:15 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3.3721 | $45.02 | $151.80 |
DisclosureSEC source: 0001209191-16-131569 · doc4.xml · nonDerivative · entry 2 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,038.7086 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2016 Filed Jul 6, 2016 20:15 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 7.8062 | $45.02 | $351.41 |
DisclosureSEC source: 0001209191-16-131569 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,572.4421 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 20:13 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3.6015 | $42.10 | $151.62 |
DisclosureSEC source: 0001209191-16-112968 · doc4.xml · nonDerivative · entry 2 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,035.3365 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 20:13 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3.5336 | $42.10 | $148.76 |
DisclosureSEC source: 0001209191-16-112968 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,564.6359 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 22:24 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,048.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-100046 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,560.6 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Reflects 3,031.7 shares of deferred common stock which vested on 1/20/2016 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2016 Filed Jan 5, 2016 22:29 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 5.6 | $53.31 | $298.52 |
DisclosureSEC source: 0001209191-16-089077 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,543.8 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2015 Filed Oct 5, 2015 20:16 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 7.3 | $51.28 | $374.31 |
DisclosureSEC source: 0001209191-15-073842 · doc4.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,538.2 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2015 Filed Jul 6, 2015 20:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 6.7 | $55.94 | $374.77 |
DisclosureSEC source: 0001181431-15-008698 · rrd425862.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,530.9 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 18:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 0.8573 | $53.16 | $45.58 |
DisclosureSEC source: 0001181431-15-005557 · rrd423712.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,524.2 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| February 18, 2015 Filed Feb 20, 2015 13:16 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,966.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-002889 · rrd422321.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,523.4 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2015 Filed Jan 5, 2015 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 0.8 | $54.88 | $43.90 |
DisclosureSEC source: 0001181431-15-000247 · rrd419880.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,557 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2014 Filed Oct 3, 2014 20:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 0.8744 | $52.10 | $45.56 |
DisclosureSEC source: 0001181431-14-033523 · rrd416443.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,556.2 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2014 Filed Jul 3, 2014 18:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 0.9392 | $48.50 | $45.55 |
DisclosureSEC source: 0001181431-14-026179 · rrd411563.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555.4 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 0.938 | $48.54 | $45.53 |
DisclosureSEC source: 0001181431-14-015395 · rrd405942.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,554.5 F1 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 22:44 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,020.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-008085 · rrd401824.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,553.6 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2013 Filed Oct 3, 2013 19:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,533.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-052276 · rrd390877.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,533.4 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. 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.