Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Head of O & T | February 20, 2024 | February 22, 2024 |
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, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 270,978.48 |
Ending reported balance
After 2024-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-20 · Grant · Acquired 1,676.32 · Balance 271,756.8 F1: Award of deferred 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. Row 2 · 2024-02-20 · Tax withholding · Disposed 778.32 · Balance 270,978.48 F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 15,000 |
Reported balance
Holding disclosure · report date 2024-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of deferred 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.
F2: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4.
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, 2024 Filed Feb 20, 2024 23:34 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 30,997.34 | $54.85 | $1,700,204.10 |
DisclosureSEC source: 0000950170-24-017361 · ownership.xml · nonDerivative · entry 4 Whitaker Michael · CIK 0001758982 · Head of O & T 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,080.48 F4 · 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 22, 2024 21:05 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 778.32 | $54.85 | $42,690.85 |
DisclosureSEC source: 0000950170-24-018749 · ownership.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of O & T 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,978.48 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 20, 2024 Filed Feb 22, 2024 21:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,676.32 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-018749 · ownership.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of O & T 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,756.8 F1 · shares: Award of deferred 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 |
| February 15, 2024 Filed Feb 20, 2024 23:34 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 4,631.07 | $53.98 | $249,985.16 |
DisclosureSEC source: 0000950170-24-017361 · ownership.xml · nonDerivative · entry 3 Whitaker Michael · CIK 0001758982 · Head of O & T 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,077.82 F3 · 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 15, 2024 Filed Feb 20, 2024 23:34 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 9,827.07 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017361 · ownership.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of O & T 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,708.89 F2 · shares: Award of deferred 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 |
| February 15, 2024 Filed Feb 20, 2024 23:34 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 54,077.88 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017361 · ownership.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of O & T 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,881.82 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. Vests in four equal annual installments beginning on February 20, 2025; none of the award is eligible for immediate sale. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 21,837.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016687 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,803.94 F1 · shares: Award of deferred stock pursuant to the Issuer's Transformation Bonus Award Plan for UK participants and 2019 Stock Incentive Plan. Vests in four equal annual installments beginning on February 20, 2024; none of the award is eligible for immediate sale. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 00:03 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 19,462.47 | $51.42 | $1,000,760.21 |
DisclosureSEC source: 0001209191-23-011373 · doc4.xml · nonDerivative · entry 3 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,966.71 F3 · 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 22, 2023 00:03 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 12,500 | $51.63 | $645,400.00 |
DisclosureSEC source: 0001209191-23-011373 · doc4.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,429.18 F2 · 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 $51.63to USD $51.64. 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 16, 2023 Filed Feb 22, 2023 00:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 127,941.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011373 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,929.18 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. Vests in four equal annual installments beginning on February 20, 2024; none of the award is eligible for immediate sale. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 20:01 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054908 · doc4.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 15,000 F1 · shares: On October 27, 2022, the Reporting Person made a gift of 15,000 shares to his spouse. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 20:01 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054908 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,987.65 F1 · shares: On October 27, 2022, the Reporting Person made a gift of 15,000 shares to his spouse. F1 · balance_after: On October 27, 2022, the Reporting Person made a gift of 15,000 shares to his spouse. Read SEC document |
| February 20, 2022 Filed Feb 23, 2022 21:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 19,460.56 | $64.14 | $1,248,200.32 |
DisclosureSEC source: 0001209191-22-012154 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,987.65 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, 2022 Filed Feb 14, 2022 21:46 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 8,000 | $68.66 | $549,256.00 |
DisclosureSEC source: 0001209191-22-009333 · doc4.xml · nonDerivative · entry 3 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| February 11, 2022 Filed Feb 14, 2022 21:46 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 1,474 | $68.62 | $101,148.68 |
DisclosureSEC source: 0001209191-22-009333 · doc4.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,448.21 Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:46 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 45,687.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009333 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,922.21 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. Vests in four equal annual installments beginning on February 20, 2023; none of the award is eligible for immediate sale. Read SEC document |
| June 24, 2021 Filed Jul 2, 2021 20:02 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044864 · doc4.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 8,000 F1 · shares: On June 24, 2021, the Reporting Person made a gift of 8,000 shares to his spouse. Read SEC document |
| June 24, 2021 Filed Jul 2, 2021 20:02 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044864 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,235.1 F1 · shares: On June 24, 2021, the Reporting Person made a gift of 8,000 shares to his spouse. F1 · balance_after: On June 24, 2021, the Reporting Person made a gift of 8,000 shares to his spouse. Read SEC document |
| May 07, 2021 Filed May 7, 2021 20:04 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 7,000 | $74.47 | $521,290.00 |
DisclosureSEC source: 0001209191-21-030876 · doc4.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| May 07, 2021 Filed May 7, 2021 20:04 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 13,313 | $74.60 | $993,203.05 |
DisclosureSEC source: 0001209191-21-030876 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,235.1 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 $74.60 to USD $74.63. 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, 2021 Filed Feb 23, 2021 21:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 19,315.84 | $65.78 | $1,270,595.96 |
DisclosureSEC source: 0001209191-21-013148 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,548.1 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 22:43 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 35,612.45 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010322 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,863.94 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in three equal annual installments beginning on February 20, 2022; none of the award is eligible for immediate sale. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:02 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 13,268.72 | $78.05 | $1,035,623.60 |
DisclosureSEC source: 0001209191-20-011497 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,251.49 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, 2020 Filed Feb 14, 2020 21:18 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 38,672.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009642 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,520.21 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in three equal annual installments beginning on February 20, 2021; none of the award is eligible for immediate sale. Read SEC document |
| August 27, 2019 Filed Aug 29, 2019 20:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 7,500 | $62.03 | $465,247.50 |
DisclosureSEC source: 0001209191-19-047695 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,847.51 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 $62.033 to USD $62.035. 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, 2019 Filed Feb 21, 2019 21:03 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 15,867.75 | $64.38 | $1,021,565.75 |
DisclosureSEC source: 0001209191-19-011954 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,347.51 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 14, 2019 Filed Feb 15, 2019 21:48 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 17,731.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010662 · doc4.xml · nonDerivative · entry 3 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,215.26 F2 · shares: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. This award vests in three equal annual installments beginning on February 20, 2020; none of the award is eligible for immediate sale. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:48 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 26,104.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010662 · doc4.xml · nonDerivative · entry 2 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,483.38 F1 · shares: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. This award vests in five equal annual installments beginning on February 20, 2020; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:48 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 7,000 | $63.24 | $442,708.00 |
DisclosureSEC source: 0001209191-19-010662 · doc4.xml · nonDerivative · entry 1 Whitaker Michael · CIK 0001758982 · Head of Enterprise O&T 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,000 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.