Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Chief Risk Officer | February 20, 2026 | February 24, 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 February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 237,471.65 |
Reported balance
After 2026-02-20 transaction · row 1
1 source rowRow 1 · 2026-02-20 · Tax withholding · Disposed 5,339.19 · Balance 237,471.65 F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 34,248 |
Reported balance
After 2026-02-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-20 · Grant · Acquired 34,248 · Balance 34,248 F2: On February 16, 2023 the Reporting Person received from the Issuer a target award of 66,890.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,248.00 PSUs. F3: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 125.693 |
Reported balance
Holding disclosure · report date 2026-02-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 125.693 |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock.
F2: On February 16, 2023 the Reporting Person received from the Issuer a target award of 66,890.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,248.00 PSUs.
F3: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 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 |
|---|---|---|---|---|---|---|
| February 20, 2026 Filed Feb 24, 2026 21:13 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Units · Derivative | 34,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-067010 · ownership.xml · derivative · entry 3 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,248 Underlying: Common Stock · 34,248 shares Expires not disclosed F2 · derivative.exercise_price: On February 16, 2023 the Reporting Person received from the Issuer a target award of 66,890.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,248.00 PSUs. F3 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. F2 · derivative.exercise_date: On February 16, 2023 the Reporting Person received from the Issuer a target award of 66,890.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,248.00 PSUs. F3 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. F2 · derivative.expiration_date: On February 16, 2023 the Reporting Person received from the Issuer a target award of 66,890.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,248.00 PSUs. F3 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. F2 · balance_after: On February 16, 2023 the Reporting Person received from the Issuer a target award of 66,890.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2025 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,248.00 PSUs. F3 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2026. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2026, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2022 through February 28, 2026. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:13 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,339.19 | $115.55 | $616,943.40 |
DisclosureSEC source: 0001193125-26-067010 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,471.65 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:08 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 36,392.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051375 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,810.84 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2027; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2026 Filed Jan 20, 2026 22:13 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 21,469.52 | $118.04 | $2,534,262.14 |
DisclosureSEC source: 0001193125-26-016813 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,418.8 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:06 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 6,640.58 | $83.94 | $557,410.29 |
DisclosureSEC source: 0000950170-25-025607 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,888.32 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:36 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 44,208.66 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022365 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,528.9 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2025 Filed Jan 22, 2025 21:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 15,012.35 | $79.99 | $1,200,837.88 |
DisclosureSEC source: 0000950170-25-007754 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,320.24 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 20, 2024 Filed Feb 20, 2024 23:10 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 4,953.01 | $54.85 | $271,672.60 |
DisclosureSEC source: 0000950170-24-017336 · ownership.xml · nonDerivative · entry 2 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,332.59 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:10 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 60,654.79 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017336 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,285.6 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2025; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 22:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 6,348.65 | $51.52 | $327,082.45 |
DisclosureSEC source: 0000950170-24-006636 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,630.81 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| April 18, 2023 Filed Apr 19, 2023 20:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 12,000 | $49.87 | $598,440.00 |
DisclosureSEC source: 0001209191-23-024818 · doc4.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,979.46 F1 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $49.87 to USD $49.875. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 20, 2023 Filed Feb 21, 2023 23:59 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 4,877.92 | $51.42 | $250,822.65 |
DisclosureSEC source: 0001209191-23-011370 · doc4.xml · nonDerivative · entry 2 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,979.46 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 23:59 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 66,890.62 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011370 · doc4.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,857.38 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2024; none of the award is eligible for immediate sale. Read SEC document |
| February 20, 2022 Filed Feb 23, 2022 21:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,537.92 | $64.14 | $226,922.19 |
DisclosureSEC source: 0001209191-22-012152 · doc4.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,966.76 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 21:44 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 8,000 | $68.68 | $549,468.00 |
DisclosureSEC source: 0001209191-22-009326 · doc4.xml · nonDerivative · entry 5 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,504.68 Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:44 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 949.01 | $67.84 | $64,380.84 |
DisclosureSEC source: 0001209191-22-009326 · doc4.xml · nonDerivative · entry 4 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,504.68 F4 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4 Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:44 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,934.01 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009326 · doc4.xml · nonDerivative · entry 3 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,453.69 F3 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests immediately and is sale-restricted for 12 months following the grant date. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:44 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 17,970.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009326 · doc4.xml · nonDerivative · entry 2 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,519.68 F2 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in five equal annual installments beginning on February 20, 2023; none of the award is eligible for immediate sale. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:44 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 10,007.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009326 · doc4.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,549.65 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in five equal annual installments beginning on February 20, 2025; none of the award is eligible for immediate sale. Read SEC document |
| February 20, 2021 Filed Feb 23, 2021 21:03 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 866.53 | $65.78 | $57,000.34 |
DisclosureSEC source: 0001209191-21-013145 · doc4.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,552.45 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 22:40 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 12,209.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010318 · doc4.xml · nonDerivative · entry 2 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,418.98 F2 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on February 20, 2025; none of the award is eligible for immediate sale. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 22:40 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 4,606.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010318 · doc4.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,209.54 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in five equal annual installments beginning on February 20, 2022; none of the award is eligible for immediate sale. Read SEC document |
| February 11, 2021 Filed Feb 26, 2021 22:21 UTC Amendment | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 345.67 | $63.62 | $21,991.53 |
DisclosureSEC source: 0001209191-21-014892 · doc4a.xml · nonDerivative · entry 2 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,408.98 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4. Read SEC document |
| February 11, 2021 Filed Feb 26, 2021 22:21 UTC Amendment | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,335.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014892 · doc4a.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,754.65 F1 · shares: Award of stock pursuant to the Issuer's 2019 Stock Incentive Plan. The award vests immediately and is sale-restricted for 12 months following the grant date. 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.