Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BREAD FINANCIAL HOLDINGS, INC.BFH · Entity 4059 | Director | July 15, 2026 | July 17, 2026 |
| CITIGROUP INCC · Entity 2837 | Chief Financial Officer | February 14, 2019 | February 15, 2019 |
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.
BREAD FINANCIAL HOLDINGS, INC.
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,574 |
Reported balance
After 2026-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 730 · Balance 49,574 F1: The new grant is for 730 shares of common stock represented by restricted stock units, which will vest on July 15, 2027. F2: The total amount of securities beneficially owned includes: (a) 22,235 unrestricted shares; (b) 5,981 unvested restricted stock units granted 6/22/20; (c) 2,241 unvested restricted stock units granted 6/15/21; (d) 431 unvested restricted stock units granted 9/15/21; (e) 474 unvested restricted stock units granted 12/15/21; (f) 538 unvested restricted stock units granted 3/15/22; (g) 2,650 unvested restricted stock units granted 6/15/22; (h) 934 unvested restricted stock units granted 7/15/22; (i) 969 unvested restricted stock units granted 10/17/22; (j) 912 unvested restricted stock units granted 1/17/23; (k) 1,038 unvested restricted stock units granted 4/17/23; (l) 4,932 unvested restricted stock units granted 6/15/23; (m) 1,186 unvested restricted stock units granted 7/17/23; (n) 1,033 unvested restricted stock units granted 10/16/23; |
| Common StockSEC Table I · non-derivative | IndirectBy Gerspach 2020 GST Exempt Trust | 6,000 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,000 F3: The shares are held by the Gerspach 2020 GST Exempt Trust, for which the Reporting Person's spouse serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The new grant is for 730 shares of common stock represented by restricted stock units, which will vest on July 15, 2027.
F2: The total amount of securities beneficially owned includes: (a) 22,235 unrestricted shares; (b) 5,981 unvested restricted stock units granted 6/22/20; (c) 2,241 unvested restricted stock units granted 6/15/21; (d) 431 unvested restricted stock units granted 9/15/21; (e) 474 unvested restricted stock units granted 12/15/21; (f) 538 unvested restricted stock units granted 3/15/22; (g) 2,650 unvested restricted stock units granted 6/15/22; (h) 934 unvested restricted stock units granted 7/15/22; (i) 969 unvested restricted stock units granted 10/17/22; (j) 912 unvested restricted stock units granted 1/17/23; (k) 1,038 unvested restricted stock units granted 4/17/23; (l) 4,932 unvested restricted stock units granted 6/15/23; (m) 1,186 unvested restricted stock units granted 7/17/23; (n) 1,033 unvested restricted stock units granted 10/16/23;
F3: The shares are held by the Gerspach 2020 GST Exempt Trust, for which the Reporting Person's spouse serves as trustee.
CITIGROUP INC
Report date February 14, 2019 · Filed February 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 278,061.09 |
Reported balance
After 2019-02-14 transaction · row 1
1 source rowRow 1 · 2019-02-14 · Grant · Acquired 55,263.66 · Balance 278,061.09 F1: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2020; none of the award is eligible for immediate sale. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 10,916 |
Reported balance
Holding disclosure · report date 2019-02-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,916 |
| Common StockSEC Table I · non-derivative | IndirectBy 2017 GRAT 1 | 24,886 |
Reported balance
Holding disclosure · report date 2019-02-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,886 |
| Common StockSEC Table I · non-derivative | IndirectBy 2017 GRAT 2 | 14,799 |
Reported balance
Holding disclosure · report date 2019-02-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 14,799 |
| Common StockSEC Table I · non-derivative | IndirectBy 2018 GRAT 1 | 35,000 |
Reported balance
Holding disclosure · report date 2019-02-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 35,000 |
| Common StockSEC Table I · non-derivative | IndirectBy 2018 GRAT 2 | 40,000 |
Reported balance
Holding disclosure · report date 2019-02-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 40,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2020; none of the award is eligible for immediate sale.
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 |
|---|---|---|---|---|---|---|
| December 12, 2006 Filed Dec 14, 2006 21:07 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 10,237 | $43.77 | $448,072.47 |
DisclosureSEC source: 0001181431-06-069738 · rrd139224.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,119.7 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 |
| October 06, 2006 Filed Oct 10, 2006 20:13 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 10,447 | $0.00 Strike: $50.99 | $0.00 |
DisclosureSEC source: 0001181431-06-057506 · rrd132787.xml · derivative · entry 6 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,447 Underlying: Common Stock · 10,447 shares Expires 2012-02-13 Read SEC document |
| October 06, 2006 Filed Oct 10, 2006 20:13 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 11,580 | $0.00 Strike: $42.11 | $0.00 |
DisclosureSEC source: 0001181431-06-057506 · rrd132787.xml · derivative · entry 5 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,860.58 Underlying: Common Stock · 11,580 shares Expires 2012-02-13 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 |
| October 06, 2006 Filed Oct 10, 2006 20:13 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 884 | $50.99 | $45,075.16 |
DisclosureSEC source: 0001181431-06-057506 · rrd132787.xml · nonDerivative · entry 3 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,882.7 Read SEC document |
| October 06, 2006 Filed Oct 10, 2006 20:13 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 9,563 | $50.99 | $487,617.37 |
DisclosureSEC source: 0001181431-06-057506 · rrd132787.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,766.7 Read SEC document |
| October 06, 2006 Filed Oct 10, 2006 20:13 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 11,580 | $42.11 | $487,630.33 |
DisclosureSEC source: 0001181431-06-057506 · rrd132787.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,329.7 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 |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 8,274 | $0.00 Strike: $49.95 | $0.00 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · derivative · entry 10 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,274 Underlying: Common Stock · 8,274 shares Expires 2010-04-18 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 9,149 | $0.00 Strike: $41.45 | $0.00 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · derivative · entry 9 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,149 shares Expires 2010-04-18 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 |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 21,876 | $0.00 Strike: $20.61 | $0.00 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · derivative · entry 8 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,876 shares Expires 2007-01-21 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 |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 683 | $49.95 | $34,115.85 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · nonDerivative · entry 6 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,749.7 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 7,591 | $49.95 | $379,170.45 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · nonDerivative · entry 5 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,432.7 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 9,149 | $41.45 | $379,182.13 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · nonDerivative · entry 4 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,023.7 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 |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,628 | $49.95 | $281,118.60 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · nonDerivative · entry 3 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,874.7 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 9,027 | $49.95 | $450,898.65 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,502.7 Read SEC document |
| May 01, 2006 Filed May 3, 2006 21:28 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 21,876 | $20.61 | $450,903.74 |
DisclosureSEC source: 0001181431-06-027469 · rrd116006.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,529.7 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 |
| February 13, 2006 Filed Feb 14, 2006 22:21 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,602.75 | $45.74 | $73,309.79 |
DisclosureSEC source: 0001181431-06-011387 · rrd107799.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,653.7 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 |
| January 20, 2006 Filed Jan 24, 2006 21:22 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 394.2 | $46.52 | $18,338.18 |
DisclosureSEC source: 0001181431-06-005264 · rrd104501.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,256.5 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 |
| January 20, 2006 Filed Jan 24, 2006 21:22 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 817.9 | $46.52 | $38,048.71 |
DisclosureSEC source: 0001181431-06-005264 · rrd104501.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,650.7 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 |
| January 17, 2006 Filed Jan 19, 2006 22:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004343 · rrd104097.xml · nonDerivative · entry 3 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,468.6 F1 · shares: Award of deferred stock. Read SEC document |
| January 17, 2006 Filed Jan 19, 2006 22:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,383.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004343 · rrd104097.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,781.6 F1 · shares: Award of deferred stock. Read SEC document |
| January 17, 2006 Filed Jan 19, 2006 22:09 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 11,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004343 · rrd104097.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,398.5 F1 · shares: Award of deferred stock. Read SEC document |
| January 12, 2006 Filed Jan 17, 2006 21:11 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 129.3 | $48.99 | $6,334.41 |
DisclosureSEC source: 0001181431-06-003776 · rrd103705.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,121.5 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock awarded under the Issuer's 1999 Stock Incentive Plan. Read SEC document |
| November 28, 2005 Filed Nov 30, 2005 22:08 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 10,800 | $0.00 Strike: $20.61 | $0.00 |
DisclosureSEC source: 0001181431-05-063738 · rrd98391.xml · derivative · entry 5 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,876.3 Underlying: Common Stock · 10,800 shares Expires 2007-01-21 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, 2005 Filed Nov 30, 2005 22:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,816 | $49.52 | $139,448.32 |
DisclosureSEC source: 0001181431-05-063738 · rrd98391.xml · nonDerivative · entry 3 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,250.8 Read SEC document |
| November 28, 2005 Filed Nov 30, 2005 22:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 4,495 | $49.52 | $222,592.40 |
DisclosureSEC source: 0001181431-05-063738 · rrd98391.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,066.8 Read SEC document |
| November 28, 2005 Filed Nov 30, 2005 22:08 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 10,800 | $20.61 | $222,607.44 |
DisclosureSEC source: 0001181431-05-063738 · rrd98391.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,561.8 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 |
| October 27, 2005 Filed Oct 28, 2005 20:16 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 10,348 | $0.00 Strike: $12.36 | $0.00 |
DisclosureSEC source: 0001181431-05-058280 · rrd95550.xml · derivative · entry 5 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,348 shares Expires 2006-01-16 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 |
| October 27, 2005 Filed Oct 28, 2005 20:16 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,370 | $45.65 | $153,840.50 |
DisclosureSEC source: 0001181431-05-058280 · rrd95550.xml · nonDerivative · entry 3 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,761.8 Read SEC document |
| October 27, 2005 Filed Oct 28, 2005 20:16 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,801 | $45.65 | $127,865.65 |
DisclosureSEC source: 0001181431-05-058280 · rrd95550.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,131.8 Read SEC document |
| October 27, 2005 Filed Oct 28, 2005 20:16 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 10,348 | $12.36 | $127,877.48 |
DisclosureSEC source: 0001181431-05-058280 · rrd95550.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,932.8 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 |
| July 12, 2005 Filed Jul 14, 2005 17:44 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 145.7 | $46.06 | $6,710.94 |
DisclosureSEC source: 0001181431-05-040257 · rrd85758.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,584.8 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of restricted stock awarded under the Issuer's 1999 Stock Incentive Plan. Read SEC document |
| June 10, 2005 Filed Nov 12, 2010 21:03 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 79 | $47.65 | $3,764.35 |
DisclosureSEC source: 0001181431-10-055293 · rrd290318.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| April 28, 2005 Filed Apr 29, 2005 20:46 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 11,000 | $0.00 Strike: $12.36 | $0.00 |
DisclosureSEC source: 0001181431-05-024338 · rrd77018.xml · derivative · entry 5 Gerspach John C · CIK 0001321140 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,348.55 Underlying: Common Stock · 11,000 shares Expires 2006-01-16 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 |
| April 28, 2005 Filed Apr 29, 2005 20:46 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,158 | $47.05 | $148,583.90 |
DisclosureSEC source: 0001181431-05-024338 · rrd77018.xml · nonDerivative · entry 3 Gerspach John C · CIK 0001321140 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,730.5 Read SEC document |
| April 28, 2005 Filed Apr 29, 2005 20:46 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,889 | $47.05 | $135,927.45 |
DisclosureSEC source: 0001181431-05-024338 · rrd77018.xml · nonDerivative · entry 2 Gerspach John C · CIK 0001321140 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,888.5 Read SEC document |
| April 28, 2005 Filed Apr 29, 2005 20:46 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 11,000 | $12.36 | $135,934.70 |
DisclosureSEC source: 0001181431-05-024338 · rrd77018.xml · nonDerivative · entry 1 Gerspach John C · CIK 0001321140 · Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,777.5 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.