Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Head of Operations&Technology | February 28, 2018 | March 01, 2018 |
| INNODATA INCINOD · Entity 4551 | Director | June 04, 2026 | June 08, 2026 |
| WEX Inc.WEX · Entity 2285 | Director | September 30, 2026 | October 03, 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 28, 2018 · Filed March 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 290,861.45 |
Reported balance
After 2018-02-28 transaction · row 1
1 source rowRow 1 · 2018-02-28 · Sale · Disposed 7,000 · Balance 290,861.45 |
| 6.3% Noncumulative Preferred Stock, Series SSEC Table I · non-derivative | Direct | 4,170 |
Reported balance
Holding disclosure · report date 2018-02-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,170 |
INNODATA INC
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,154 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 1,481 · Balance 3,154 F1: These shares represent restricted stock units ("RSUs") that will vest 100% on the earlier to occur of (i) June 4, 2027; and (ii) the date of Innodata Inc.'s 2027 annual meeting of stockholders, and will be settled into shares of Innodata Inc.'s common stock upon vesting. Pursuant to the Company's deferred compensation program, upon vesting the shares will be subject to a deferred payment date. The deferred payment date will be the first to occur of (i) the reporting person's separation from service, death or disability, (ii) a change of control (as defined in the Company's Amended and Restated Equity Compensation Plan), or (iii) the third anniversary of the date of grant. F2: Includes 1,481 RSUs that will vest 100% on the earlier to occur of (i) June 4, 2027; and (ii) the date of Innodata Inc.'s 2027 annual meeting of stockholders. The RSUs will be settled into shares of Innodata Inc.'s common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units ("RSUs") that will vest 100% on the earlier to occur of (i) June 4, 2027; and (ii) the date of Innodata Inc.'s 2027 annual meeting of stockholders, and will be settled into shares of Innodata Inc.'s common stock upon vesting. Pursuant to the Company's deferred compensation program, upon vesting the shares will be subject to a deferred payment date. The deferred payment date will be the first to occur of (i) the reporting person's separation from service, death or disability, (ii) a change of control (as defined in the Company's Amended and Restated Equity Compensation Plan), or (iii) the third anniversary of the date of grant.
F2: Includes 1,481 RSUs that will vest 100% on the earlier to occur of (i) June 4, 2027; and (ii) the date of Innodata Inc.'s 2027 annual meeting of stockholders. The RSUs will be settled into shares of Innodata Inc.'s common stock upon vesting.
WEX Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,418 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 155 · Balance 12,418 F1: This common stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2025 WEX Inc. Proxy Statement filed on April 17, 2025) in lieu of the annual cash retainer. This was deferred in accordance with the Company's Non-Employee Directors Deferred Compensation Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason. |
Filing footnotes · ownership attribution and instrument terms
F1: This common stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan (as defined in the 2025 WEX Inc. Proxy Statement filed on April 17, 2025) in lieu of the annual cash retainer. This was deferred in accordance with the Company's Non-Employee Directors Deferred Compensation Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason.
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 |
|---|---|---|---|---|---|---|
| January 06, 2020 Filed Jan 7, 2020 22:01 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001309108-20-000003 · wf-form4_157843445706566.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299 F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive Plan. Each restricted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason. F2 · price: Not applicable. Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 21:23 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 249 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000195 · wf-form4_157653140991957.xml · derivative · entry 1 Callahan Don · CIK 0001433990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249 Underlying: Common Stock · 249 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. Read SEC document |
| October 08, 2019 Filed Oct 9, 2019 20:11 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001309108-19-000172 · wf-form4_157065184471122.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198 F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive Plan. Each resticted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason. F2 · price: Not applicable. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 21:11 UTC | WEX Inc. WEX · Entity 2285 | GrantCommon Stock | 96 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001309108-19-000142 · wf-form4_156331147837401.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96 F1 · security: This common stock is represented by restricted stock units granted under the WEX Inc. 2019 Equity and Incentive Plan. Each resticted stock unit is payable in one share of WEX Inc. common stock 200 days immediately following the date upon which the holder's service as a member of the Board of Directors of WEX Inc. terminates for any reason. F2 · price: Not applicable. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:28 UTC | WEX Inc. WEX · Entity 2285 | GrantRestricted Stock Units · Derivative | 907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001309108-19-000104 · wf-form4_155777927295101.xml · derivative · entry 1 Callahan Don · CIK 0001433990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907 Underlying: Common Stock · 907 shares Expires not disclosed F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") will vest in total on May 9, 2020. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:10 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 7,000 | $76.63 | $536,410.00 |
DisclosureSEC source: 0001209191-18-014959 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,861.45 Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 13:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 28,210.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010609 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,861.45 F1 · shares: 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, 2019; none of the award is eligible for immediate sale. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:38 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Unit · Derivative | 38,081.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005209 · doc4.xml · derivative · entry 3 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,081.37 Underlying: Common Stock · 38,081.37 shares Expires not disclosed F2 · derivative.exercise_price: On February 16, 2015 the Reporting Person received from the Issuer a target award of 40,043.50 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 assets over the three-year period ending on December 31, 2017 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 38,081.37 PSUs. F3 · derivative.exercise_price: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 16, 2018. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2018 through January 19, 2018, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2014 through February 16, 2018. F2 · derivative.exercise_date: On February 16, 2015 the Reporting Person received from the Issuer a target award of 40,043.50 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 assets over the three-year period ending on December 31, 2017 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 38,081.37 PSUs. F3 · derivative.exercise_date: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 16, 2018. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2018 through January 19, 2018, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2014 through February 16, 2018. F2 · derivative.expiration_date: On February 16, 2015 the Reporting Person received from the Issuer a target award of 40,043.50 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 assets over the three-year period ending on December 31, 2017 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 38,081.37 PSUs. F3 · derivative.expiration_date: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 16, 2018. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2018 through January 19, 2018, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2014 through February 16, 2018. F2 · balance_after: On February 16, 2015 the Reporting Person received from the Issuer a target award of 40,043.50 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 assets over the three-year period ending on December 31, 2017 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 38,081.37 PSUs. F3 · balance_after: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 16, 2018. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2018 through January 19, 2018, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2014 through February 16, 2018. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:38 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 19,018.02 | $78.19 | $1,487,018.98 |
DisclosureSEC source: 0001209191-18-005209 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,650.81 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 |
| February 16, 2017 Filed Feb 17, 2017 22:39 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 46,636 | $60.13 | $2,804,222.68 |
DisclosureSEC source: 0001209191-17-012279 · doc4.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,668.83 F2 · shares: Represents shares the Reporting Person acquired prior to February 16, 2017. F3 · 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 $59.79 to USD $60.50. 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, 2017 Filed Feb 17, 2017 22:39 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 34,673.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012279 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,304.83 F1 · shares: 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, 2018; none of the award is eligible for immediate sale. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 23:28 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Unit · Derivative | 20,509.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005388 · doc4.xml · derivative · entry 3 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,509.32 Underlying: Common Stock · 20,509.32 shares Expires not disclosed F2 · derivative.exercise_price: On February 18, 2014 the Reporting Person received from the Issuer a target award of 40,774.00 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 assets over the three-year period ending on December 31, 2016 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 20,509.32 PSUs. F3 · derivative.exercise_price: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 17, 2017. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2017 through January 19, 2017, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2013 through February 17, 2017. F2 · derivative.exercise_date: On February 18, 2014 the Reporting Person received from the Issuer a target award of 40,774.00 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 assets over the three-year period ending on December 31, 2016 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 20,509.32 PSUs. F3 · derivative.exercise_date: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 17, 2017. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2017 through January 19, 2017, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2013 through February 17, 2017. F2 · derivative.expiration_date: On February 18, 2014 the Reporting Person received from the Issuer a target award of 40,774.00 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 assets over the three-year period ending on December 31, 2016 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 20,509.32 PSUs. F3 · derivative.expiration_date: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 17, 2017. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2017 through January 19, 2017, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2013 through February 17, 2017. F2 · balance_after: On February 18, 2014 the Reporting Person received from the Issuer a target award of 40,774.00 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 assets over the three-year period ending on December 31, 2016 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 20,509.32 PSUs. F3 · balance_after: (Continuation of Footnote 2) Each PSU is payable only in cash which is expected to be delivered on February 17, 2017. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock for the period January 12, 2017 through January 19, 2017, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2013 through February 17, 2017. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 23:28 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 21,231.84 | $56.58 | $1,201,191.35 |
DisclosureSEC source: 0001209191-17-005388 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,631 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 |
| November 15, 2016 Filed Nov 15, 2016 21:01 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $49.10 | $0.00 |
DisclosureSEC source: 0001209191-16-150133 · doc4.xml · derivative · entry 4 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2017-02-14 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. F1 · shares: On February 14, 2011, the Issuer awarded 150,000 employee stock options to the Reporting Person in accordance with Rule 16b-3. The transactions reported on this Form 4 are exempted pursuant to Rule 16b-3. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 21:01 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 71,293.35 | $54.68 | $3,898,320.38 |
DisclosureSEC source: 0001209191-16-150133 · doc4.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,862.84 F2 · shares: Payment of exercise price and tax liability by withholding securities incident to the exercise of employee stock options issued in accordance with Rule 16b-3. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 21:01 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 75,000 | $49.10 | $3,682,500.00 |
DisclosureSEC source: 0001209191-16-150133 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,156.19 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. F1 · shares: On February 14, 2011, the Issuer awarded 150,000 employee stock options to the Reporting Person in accordance with Rule 16b-3. The transactions reported on this Form 4 are exempted pursuant to Rule 16b-3. Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 22:55 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $49.10 | $0.00 |
DisclosureSEC source: 0001209191-16-149438 · doc4.xml · derivative · entry 4 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2017-02-14 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. F1 · shares: On February 14, 2011, the Issuer awarded 150,000 employee stock options to the Reporting Person in accordance with Rule 16b-3. The transactions reported on this Form 4 represent a partial exercise and conversion of 75,000 employee stock options exempted pursuant to Rule 16b-3. Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 22:55 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 73,246.89 | $51.59 | $3,778,807.06 |
DisclosureSEC source: 0001209191-16-149438 · doc4.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,156.19 F2 · shares: Payment of exercise price and tax liability by withholding securities incident to the exercise of employee stock options issued in accordance with Rule 16b-3. Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 22:55 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 75,000 | $49.10 | $3,682,500.00 |
DisclosureSEC source: 0001209191-16-149438 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,403.08 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. F1 · shares: On February 14, 2011, the Issuer awarded 150,000 employee stock options to the Reporting Person in accordance with Rule 16b-3. The transactions reported on this Form 4 represent a partial exercise and conversion of 75,000 employee stock options exempted pursuant to Rule 16b-3. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 22:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 55,060.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-099973 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,403.08 F1 · shares: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. Read SEC document |
| February 11, 2016 Filed Feb 12, 2016 21:03 UTC | CITIGROUP INC C · Entity 2837 | Purchase6.3% Noncumulative Preferred Stock, Series S | 4,170 | $24.08 | $100,413.60 |
DisclosureSEC source: 0001209191-16-098012 · doc4.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,170 Read SEC document |
| February 11, 2016 Filed Feb 12, 2016 21:03 UTC | CITIGROUP INC C · Entity 2837 | PurchaseCommon Stock | 5,700 | $35.04 | $199,728.00 |
DisclosureSEC source: 0001209191-16-098012 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,342.35 Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 22:41 UTC | CITIGROUP INC C · Entity 2837 | GrantPerformance Share Unit · Derivative | 32,456.98 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-093240 · doc4.xml · derivative · entry 2 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,456.98 Underlying: Common Stock · 32,456.98 shares Expires 2016-02-19 F2 · derivative.exercise_price: On February 19, 2013 the Reporting Person received from the Issuer a target award of 47,801.15 Performance Share Units ("PSUs"), subject to increase up to 150%, or 71,701.73 PSUs, and decrease to zero PSUs, based on (i) the Issuer's average return on assets over the three-year period ending on December 31, 2015 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 32,456.98 PSUs. Each PSU is payable only in cash expected to be delivered on February 19, 2016, and is equivalent to the cash value of the average high and low price of one share of the Issuer's common stock on January 20, 2016, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2012 through February 19, 2016. F2 · derivative.exercise_date: On February 19, 2013 the Reporting Person received from the Issuer a target award of 47,801.15 Performance Share Units ("PSUs"), subject to increase up to 150%, or 71,701.73 PSUs, and decrease to zero PSUs, based on (i) the Issuer's average return on assets over the three-year period ending on December 31, 2015 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 32,456.98 PSUs. Each PSU is payable only in cash expected to be delivered on February 19, 2016, and is equivalent to the cash value of the average high and low price of one share of the Issuer's common stock on January 20, 2016, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2012 through February 19, 2016. F2 · derivative.expiration_date: On February 19, 2013 the Reporting Person received from the Issuer a target award of 47,801.15 Performance Share Units ("PSUs"), subject to increase up to 150%, or 71,701.73 PSUs, and decrease to zero PSUs, based on (i) the Issuer's average return on assets over the three-year period ending on December 31, 2015 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 32,456.98 PSUs. Each PSU is payable only in cash expected to be delivered on February 19, 2016, and is equivalent to the cash value of the average high and low price of one share of the Issuer's common stock on January 20, 2016, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2012 through February 19, 2016. F2 · balance_after: On February 19, 2013 the Reporting Person received from the Issuer a target award of 47,801.15 Performance Share Units ("PSUs"), subject to increase up to 150%, or 71,701.73 PSUs, and decrease to zero PSUs, based on (i) the Issuer's average return on assets over the three-year period ending on December 31, 2015 (the "Performance Period") and (2) the Issuer's total shareholder return relative to the total shareholder return of certain of its peer financial services companies during the Performance Period. Based on the adjustments described above, the Reporting Person is entitled to receive 32,456.98 PSUs. Each PSU is payable only in cash expected to be delivered on February 19, 2016, and is equivalent to the cash value of the average high and low price of one share of the Issuer's common stock on January 20, 2016, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2012 through February 19, 2016. Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 22:41 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 22,330.55 | $40.23 | $898,436.18 |
DisclosureSEC source: 0001209191-16-093240 · doc4.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,642.35 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 18, 2015 Filed Feb 20, 2015 13:05 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 40,043.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-15-002868 · rrd422328.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,972.9 F1 · shares: Award of deferred stock pursuant to the Issuer's 2014 Stock Incentive Plan. Read SEC document |
| January 20, 2015 Filed Jan 22, 2015 21:52 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 30,069 | $47.58 | $1,430,532.68 |
DisclosureSEC source: 0001181431-15-001363 · rrd421560.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,929.4 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 18, 2014 Filed Feb 20, 2014 22:47 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 40,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-008093 · rrd401741.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,998.4 F1 · shares: Award of deferred stock pursuant to the Issuer's 2009 Stock Incentive Plan. Read SEC document |
| January 21, 2014 Filed Jan 23, 2014 22:26 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 25,013.6 | $52.40 | $1,310,775.17 |
DisclosureSEC source: 0001181431-14-003638 · rrd399988.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,224.4 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 |
| July 18, 2013 Filed Jul 19, 2013 20:02 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 45,000 | $52.14 | $2,346,300.00 |
DisclosureSEC source: 0001181431-13-040808 · rrd386186.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,238 Read SEC document |
| February 19, 2013 Filed Feb 21, 2013 22:26 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 47,801.1 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-011410 · rrd368177.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,238 F1 · shares: Award of deferred stock pursuant to the Issuer's 2009 Stock Incentive Plan. Read SEC document |
| January 22, 2013 Filed Jan 24, 2013 22:56 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 36,117.6 | $41.37 | $1,494,275.41 |
DisclosureSEC source: 0001181431-13-004660 · rrd367237.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,436.9 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 14, 2013 Filed Jan 16, 2013 22:19 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 25,209.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-003403 · rrd366841.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,554.5 F2 · shares: Represents the partial forfeiture of a stock award granted to the Reporting Person on January 14, 2009, as reported in a Form 4 filed on January 16, 2009 (adjusted to reflect the Issuer's 1-for-10 reverse stock split effective as of the close of trading on May 6, 2011), due to formulaic performance vesting conditions not being satisfied. Read SEC document |
| January 14, 2013 Filed Jan 16, 2013 22:19 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 4,456 | $42.13 | $187,731.28 |
DisclosureSEC source: 0001181431-13-003403 · rrd366841.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Head of Operations&Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,763.8 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 |
| May 07, 2012 Filed May 9, 2012 20:12 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 15,000 | $31.71 | $475,650.00 |
DisclosureSEC source: 0001181431-12-028734 · rrd344431.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,219.8 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 $31.64 to $31.81. 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 |
| January 20, 2012 Filed Jan 24, 2012 21:06 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 25,452.5 | $29.16 | $742,067.64 |
DisclosureSEC source: 0001181431-12-003634 · rrd331227.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,219.8 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 |
| January 17, 2012 Filed Jan 19, 2012 21:41 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 73,683.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-003171 · rrd330796.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,672.3 F1 · shares: Award of deferred stock pursuant to the Issuer's 2009 Stock Incentive Plan. F2 · balance_after: All share totals have been adjusted to reflect the ten-for-one reverse split of the issuer's common stock that was effective, at the close of business, on May 6, 2011. Read SEC document |
| February 14, 2011 Filed Feb 16, 2011 21:32 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 1,500,000 | $0.00 Strike: $4.91 | $0.00 |
DisclosureSEC source: 0001181431-11-010837 · rrd301704.xml · derivative · entry 2 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500,000 Underlying: Common Stock · 1,500,000 shares Expires 2017-02-14 F1 · derivative.exercise_date: The options vest in three equal annual installments beginning on February 14, 2012. F2 · balance_after: If the Reporting Person exercises all or part of the option grant prior to the fifth anniversary of the grant date, the after-tax shares acquired will be subject to a one year sale restriction. Read SEC document |
| January 20, 2011 Filed Jan 24, 2011 21:36 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 150,794 | $4.77 | $719,287.38 |
DisclosureSEC source: 0001181431-11-004801 · rrd298412.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819,888.6 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 18, 2011 Filed Jan 20, 2011 22:13 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,015,936.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-004507 · rrd297992.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,970,682.6 F1 · shares: Award of common stock which may be subject to certain vesting and/or transfer restrictions. Read SEC document |
| April 21, 2010 Filed Apr 23, 2010 20:21 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 240,831 | $4.93 | $1,187,296.83 |
DisclosureSEC source: 0001181431-10-022673 · rrd273029.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,954,746.4 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 |
| April 21, 2010 Filed Apr 23, 2010 20:21 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 522,312.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-022673 · rrd273029.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,195,577.4 F1 · shares: Award of common stock which may be subject to certain vesting and/or transfer restrictions. Read SEC document |
| January 20, 2010 Filed Jan 22, 2010 00:40 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 26,729 | $3.53 | $94,219.73 |
DisclosureSEC source: 0001181431-10-004117 · rrd262413.xml · nonDerivative · entry 3 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,673,265.1 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 |
| January 19, 2010 Filed Jan 22, 2010 00:40 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 46,796 | $3.54 | $165,657.84 |
DisclosureSEC source: 0001181431-10-004117 · rrd262413.xml · nonDerivative · entry 2 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699,994.1 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 |
| January 19, 2010 Filed Jan 22, 2010 00:40 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 1,094,319.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-10-004117 · rrd262413.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,746,790.1 F1 · shares: Award of common stock which may be subject to certain vesting and/or transfer restrictions. Read SEC document |
| October 01, 2009 Filed Oct 5, 2009 20:06 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 18,457 | $4.64 | $85,548.20 |
DisclosureSEC source: 0001181431-09-046716 · rrd254269.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,470.7 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 |
| April 01, 2009 Filed Apr 2, 2009 20:17 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 17,026 | $2.59 | $44,097.34 |
DisclosureSEC source: 0001181431-09-018622 · rrd238995.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,927.7 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, 2009 Filed Jan 22, 2009 22:10 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 26,624 | $3.19 | $84,930.56 |
DisclosureSEC source: 0001181431-09-004363 · rrd230684.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,953.7 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 14, 2009 Filed Jan 17, 2009 02:24 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Option (Right to Buy) · Derivative | 194,916 | $0.00 Strike: $17.85 | $0.00 |
DisclosureSEC source: 0001181431-09-003455 · rrd229584.xml · derivative · entry 3 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,916 Underlying: Common Stock · 194,916 shares Expires 2019-01-14 F2 · derivative.exercise_date: The options vest in four annual installments beginning on the date indicated. Read SEC document |
| January 14, 2009 Filed Jan 17, 2009 02:24 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Option (Right to Buy) · Derivative | 194,916 | $0.00 Strike: $10.61 | $0.00 |
DisclosureSEC source: 0001181431-09-003455 · rrd229584.xml · derivative · entry 2 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,916 Underlying: Common Stock · 194,916 shares Expires 2019-01-14 F2 · derivative.exercise_date: The options vest in four annual installments beginning on the date indicated. Read SEC document |
| January 14, 2009 Filed Jan 17, 2009 02:24 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 369,220.9 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-003455 · rrd229584.xml · nonDerivative · entry 1 Callahan Don · CIK 0001433990 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,577.7 F1 · shares: Award of deferred stock that is subject to (1) vesting based on certain time and performance targets and (2) partial cancellation in the event performance targets are not met. None of the shares may be delivered to the Reporting Person until the fourth anniversary of 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.