Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Chief Legal Off. & Corp. Sec'y | February 20, 2026 | February 24, 2026 |
| Williams Rowland Acquisition Corp.WRAC · Entity 121479 | Director | July 26, 2021 | July 26, 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 February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 27,519.09 |
Reported balance
After 2026-02-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-20 · Grant · Acquired 27,519.09 · Balance 27,519.09 F1: On February 16, 2023 the Reporting Person received from the Issuer a target award of 53,748.23 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 27,519.09 PSUs. F2: (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 | Direct | 129,480.79 |
Reported balance
Holding disclosure · report date 2026-02-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 129,480.79 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 16, 2023 the Reporting Person received from the Issuer a target award of 53,748.23 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 27,519.09 PSUs.
F2: (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.
Williams Rowland Acquisition Corp.
Report date July 26, 2021 · Filed July 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-07-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 21:10 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Units · Derivative | 27,519.09 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-066989 · ownership.xml · derivative · entry 2 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,519.09 Underlying: Common Stock · 27,519.09 shares Expires not disclosed F1 · derivative.exercise_price: On February 16, 2023 the Reporting Person received from the Issuer a target award of 53,748.23 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 27,519.09 PSUs. F2 · 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. F1 · derivative.exercise_date: On February 16, 2023 the Reporting Person received from the Issuer a target award of 53,748.23 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 27,519.09 PSUs. F2 · 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. F1 · derivative.expiration_date: On February 16, 2023 the Reporting Person received from the Issuer a target award of 53,748.23 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 27,519.09 PSUs. F2 · 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. F1 · balance_after: On February 16, 2023 the Reporting Person received from the Issuer a target award of 53,748.23 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 27,519.09 PSUs. F2 · 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 12, 2026 Filed Feb 13, 2026 21:04 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 4,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051320 · ownership.xml · nonDerivative · entry 2 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,480.79 F2 · shares: Represents charitable gifts by the Reporting Person. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 38,584.91 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-051320 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,278.79 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 22:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 18,145.3 | $118.04 | $2,141,871.21 |
DisclosureSEC source: 0001193125-26-016796 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,693.88 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 21, 2025 Filed Feb 24, 2025 21:03 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Unit · Derivative | 2,417.11 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025592 · ownership.xml · derivative · entry 2 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,417.11 Underlying: Common Stock · 2,417.11 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 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, 2024 (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 2,417.11 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. 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, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 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, 2024 (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 2,417.11 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. 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, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 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, 2024 (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 2,417.11 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. 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, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 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, 2024 (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 2,417.11 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. 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, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 6,384 | $81.24 | $518,604.24 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 4 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,839.18 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 9,408 | $81.22 | $764,117.76 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 3 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,223.18 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 4,208 | $81.21 | $341,731.68 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 2 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,631.18 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 41,629.83 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,839.18 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 21:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 12,242.85 | $79.99 | $979,305.57 |
DisclosureSEC source: 0000950170-25-007740 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,209.35 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 15, 2024 Filed Feb 20, 2024 23:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 52,706.92 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017328 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,452.2 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 22:06 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,265.12 | $51.52 | $271,258.98 |
DisclosureSEC source: 0000950170-24-006621 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,745.28 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 16, 2023 Filed Feb 21, 2023 22:30 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 53,748.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011311 · doc4.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · General Counsel & Corp Sec'y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,010.4 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 |
| January 20, 2023 Filed Jan 24, 2023 21:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 378.06 | $49.37 | $18,664.82 |
DisclosureSEC source: 0001209191-23-004586 · doc4.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · General Counsel & Corp Sec'y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,262.17 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 10, 2022 Filed Feb 14, 2022 21:35 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,640.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009295 · doc4.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · General Counsel & Corp Sec'y 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,640.23 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, 2023; none of the award is eligible for immediate sale. 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.