Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTRIA GROUP, INC.MO · Entity 188 | Director | May 19, 2016 | May 23, 2016 |
| ASSURED GUARANTY LTDAGO · Entity 4169 | Director | April 30, 2026 | May 04, 2026 |
| CITIGROUP INCC · Entity 2837 | CEO Global Investment Mgt. | June 02, 2004 | June 04, 2004 |
| Jefferies Financial Group Inc.JEF · Entity 3502 | Director | March 26, 2026 | March 28, 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.
ALTRIA GROUP, INC.
Report date May 19, 2016 · Filed May 23, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 104,206 |
Reported balance
After 2016-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-05-19 · Grant · Acquired 2,779 · Balance 104,206 F1: Deferred Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors. F2: Includes 97,768 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,558 shares acquired through the reinvestment of dividends since May 20, 2015, the date of the last reportable transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock awarded under the 2015 Stock Compensation Plan for Non-Employee Directors.
F2: Includes 97,768 deferred shares held under the Stock Compensation Plan for Non-Employee Directors, including an increase of 4,558 shares acquired through the reinvestment of dividends since May 20, 2015, the date of the last reportable transaction.
ASSURED GUARANTY LTD
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 47,305 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-30 · Tax withholding · Disposed 365 · Balance 45,549 F1: Common Shares being withheld to pay tax liability. Row 2 · 2026-05-01 · Grant · Acquired 1,756 · Balance 47,305 F2: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares being withheld to pay tax liability.
F2: Restricted stock awarded to non-management directors as an annual retainer equity award pursuant to the Assured Guaranty Ltd. 2024 Long Term Incentive Plan, which become non-forfeitable on the day immediately prior to the 2027 annual shareholders meeting.
CITIGROUP INC
Report date June 02, 2004 · Filed June 04, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 505,777.4 |
Reported balance
After 2004-06-02 transaction · row 1
1 source rowRow 1 · 2004-06-02 · Gift · Disposed 10,000 · Balance 505,777.4 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan. | 2,390.1 |
Reported balance
Holding disclosure · report date 2004-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,390.1 |
Jefferies Financial Group Inc.
Report date March 26, 2026 · Filed March 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,701 |
Reported balance
After 2026-03-26 transaction · row 1
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 5,461 · Balance 76,701 F1: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of securities under Jefferies Financial Group Inc.'s Equity Compensation Plan in a transaction exempt under Rule 16b-3(d)(1) & (2) under the Securities Exchange Act of 1934.
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 |
|---|---|---|---|---|---|---|
| April 26, 2007 Filed Apr 30, 2007 19:40 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherCommon Stock | 1,715 | $70.01 | $120,067.15 |
DisclosureSEC source: 0001182489-07-000488 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,026 F1 · shares: Deferred stock awarded under the 2005 Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 10,907 deferred shares held under the 2005 Stock Compensation Plan for Non-Employee Directors, including an increase of 388 shares acquired through the reinvestment of dividends since April 27, 2006, the date of the last reportable transaction. Read SEC document |
| April 27, 2006 Filed May 1, 2006 19:10 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 1,679 | $71.50 | $120,048.50 |
DisclosureSEC source: 0001182489-06-000417 · edgar.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,923 F1 · shares: Deferred stock awarded under the 2005 Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 8,804 deferred shares held in the 2005 Stock Compensation Plan for Non-Employee Directors. This includes an increase of 360 shares acquired through the reinvestment of dividends since April 28, 2005, the date holdings were last reported. Read SEC document |
| April 28, 2005 Filed May 2, 2005 17:41 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 1,842 | $65.16 | $120,024.72 |
DisclosureSEC source: 0000764180-05-000044 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,883 F1 · shares: Deferred stock awarded under the 2005 Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 228 shares acquired through the reinvestment of dividends. Read SEC document |
| June 02, 2004 Filed Jun 4, 2004 18:19 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-029554 · rrd44672.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,777.4 Read SEC document |
| April 29, 2004 Filed May 3, 2004 19:36 UTC | ALTRIA GROUP, INC. MO · Entity 188 | GrantCommon Stock | 2,177 | $55.13 | $120,018.01 |
DisclosureSEC source: 0000764180-04-000011 · doc4.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,813 F1 · shares: Deferred stock awarded under the 2000 Stock Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 61 shares acquired through investment fluctuations and the reinvestment of dividends. Read SEC document |
| April 02, 2004 Filed Apr 6, 2004 18:29 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 76,034 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0001181431-04-019537 · rrd38636.xml · derivative · entry 6 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,034 Underlying: Common Stock · 76,034 shares Expires 2007-08-18 Read SEC document |
| April 02, 2004 Filed Apr 6, 2004 18:29 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 85,325 | $0.00 Strike: $43.46 | $0.00 |
DisclosureSEC source: 0001181431-04-019537 · rrd38636.xml · derivative · entry 5 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,325 shares Expires 2007-08-18 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 |
| April 02, 2004 Filed Apr 6, 2004 18:29 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,114 | $52.29 | $267,411.06 |
DisclosureSEC source: 0001181431-04-019537 · rrd38636.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,777.4 Read SEC document |
| April 02, 2004 Filed Apr 6, 2004 18:29 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 70,920 | $52.29 | $3,708,406.80 |
DisclosureSEC source: 0001181431-04-019537 · rrd38636.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,891.4 Read SEC document |
| April 02, 2004 Filed Apr 6, 2004 18:29 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 85,325 | $43.46 | $3,708,403.68 |
DisclosureSEC source: 0001181431-04-019537 · rrd38636.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,811.4 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 |
| March 31, 2004 Filed Apr 2, 2004 20:29 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 41,788 | $0.00 Strike: $51.94 | $0.00 |
DisclosureSEC source: 0001181431-04-019023 · rrd38188.xml · derivative · entry 6 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,788 Underlying: Common Stock · 41,788 shares Expires 2008-11-02 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 20:29 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 46,917 | $0.00 Strike: $43.14 | $0.00 |
DisclosureSEC source: 0001181431-04-019023 · rrd38188.xml · derivative · entry 5 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,917 shares Expires 2008-11-02 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 |
| March 31, 2004 Filed Apr 2, 2004 20:29 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,824 | $51.94 | $146,678.56 |
DisclosureSEC source: 0001181431-04-019023 · rrd38188.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506,486.4 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 20:29 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 38,964 | $51.94 | $2,023,790.16 |
DisclosureSEC source: 0001181431-04-019023 · rrd38188.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,310.4 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 20:29 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 46,917 | $43.14 | $2,023,792.95 |
DisclosureSEC source: 0001181431-04-019023 · rrd38188.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,274.4 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 |
| January 23, 2004 Filed Jan 27, 2004 18:11 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 23,878 | $0.00 Strike: $50.69 | $0.00 |
DisclosureSEC source: 0001181431-04-004604 · rrd30195.xml · derivative · entry 6 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,878 Underlying: Common Stock · 23,878 shares Expires 2012-02-13 Read SEC document |
| January 23, 2004 Filed Jan 27, 2004 18:11 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 26,804 | $0.00 Strike: $42.11 | $0.00 |
DisclosureSEC source: 0001181431-04-004604 · rrd30195.xml · derivative · entry 5 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,220 Underlying: Common Stock · 26,804 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 |
| January 23, 2004 Filed Jan 27, 2004 18:11 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,612 | $50.69 | $81,712.28 |
DisclosureSEC source: 0001181431-04-004604 · rrd30195.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,357.4 Read SEC document |
| January 23, 2004 Filed Jan 27, 2004 18:11 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 22,266 | $50.69 | $1,128,663.54 |
DisclosureSEC source: 0001181431-04-004604 · rrd30195.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,969.4 Read SEC document |
| January 23, 2004 Filed Jan 27, 2004 18:11 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 26,804 | $42.11 | $1,128,708.40 |
DisclosureSEC source: 0001181431-04-004604 · rrd30195.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,235.4 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 |
| January 20, 2004 Filed Jan 23, 2004 02:22 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 66,666.67 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003940 · rrd29806.xml · derivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,666.67 Underlying: Common Stock · 66,666.67 shares Expires 2010-01-20 F2 · derivative.exercise_date: The options are exercisable in three annual installments beginning on July 20, 2005. Read SEC document |
| January 20, 2004 Filed Jan 23, 2004 02:22 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 47,241.2 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-003940 · rrd29806.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,431.4 F1 · shares: Award of deferred stock under the Issuer's Capital Accumulation Program. Read SEC document |
| January 16, 2004 Filed Jan 20, 2004 23:07 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 8,873 | $49.40 | $438,281.84 |
DisclosureSEC source: 0001181431-04-003389 · rrd29315.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,190.2 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 Capital Accumulation Program. Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 18:00 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 136,623 | $48.31 | $6,600,257.13 |
DisclosureSEC source: 0001181431-03-029106 · rrd21594.xml · nonDerivative · entry 4 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,063.2 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 18:00 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Option (Right to Buy) · Derivative | 84,050 | $0.00 Strike: $47.40 | $0.00 |
DisclosureSEC source: 0001181431-03-029106 · rrd21594.xml · derivative · entry 7 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,050 Underlying: Common Stock · 84,050 shares Expires 2008-11-02 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 18:00 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 128,664 | $0.00 Strike: $21.92 | $0.00 |
DisclosureSEC source: 0001181431-03-029106 · rrd21594.xml · derivative · entry 6 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 128,664 shares Expires 2008-11-02 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 03, 2003 Filed Nov 5, 2003 18:00 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 24,557 | $47.40 | $1,164,001.80 |
DisclosureSEC source: 0001181431-03-029106 · rrd21594.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,686.2 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 18:00 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 59,493 | $47.40 | $2,819,968.20 |
DisclosureSEC source: 0001181431-03-029106 · rrd21594.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,243.2 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 18:00 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 128,664 | $21.92 | $2,820,006.09 |
DisclosureSEC source: 0001181431-03-029106 · rrd21594.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,736.2 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 |
| September 22, 2003 Filed Sep 24, 2003 18:23 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options - Right to Buy · Derivative | 77,638 | $46.99 Strike: $46.99 | $3,648,209.62 |
DisclosureSEC source: 0001181431-03-024203 · rrd19013.xml · derivative · entry 6 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,638 Underlying: Common Stock · 77,638 shares Expires 2007-08-18 Read SEC document |
| September 22, 2003 Filed Sep 24, 2003 18:23 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options - Right to Buy · Derivative | 92,235 | $35.46 Strike: $35.46 | $3,270,653.10 |
DisclosureSEC source: 0001181431-03-024203 · rrd19013.xml · derivative · entry 5 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,235 shares Expires 2007-08-18 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 |
| September 22, 2003 Filed Sep 24, 2003 18:23 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 8,035 | $46.99 | $377,564.65 |
DisclosureSEC source: 0001181431-03-024203 · rrd19013.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,072.2 Read SEC document |
| September 22, 2003 Filed Sep 24, 2003 18:23 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 69,603 | $46.99 | $3,270,644.97 |
DisclosureSEC source: 0001181431-03-024203 · rrd19013.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,107.2 Read SEC document |
| September 22, 2003 Filed Sep 24, 2003 18:23 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 92,235 | $35.46 | $3,270,653.10 |
DisclosureSEC source: 0001181431-03-024203 · rrd19013.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,710.2 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 15, 2003 Filed Jul 17, 2003 19:32 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options - Right to Buy · Derivative | 33,661 | $47.12 Strike: $47.12 | $1,586,106.32 |
DisclosureSEC source: 0001181431-03-014410 · rrd13457.xml · derivative · entry 5 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,661 Underlying: Common Stock · 33,661 shares Expires 2007-08-18 F2 · balance_after: In addition, the Reporting Person directly beneficially owns 1,325,009 employee stock options representing rights to purchase an equivalent number of shares of common stock, which have various exercise prices, exercise dates and expiration dates. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 19:32 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options - Right to Buy · Derivative | 37,944 | $39.08 Strike: $39.08 | $1,483,018.47 |
DisclosureSEC source: 0001181431-03-014410 · rrd13457.xml · derivative · entry 4 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,944 shares Expires 2007-08-18 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 |
| July 15, 2003 Filed Jul 17, 2003 19:32 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 2,188 | $47.12 | $103,098.56 |
DisclosureSEC source: 0001181431-03-014410 · rrd13457.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537,475.2 F1 · balance_after: In addition, the Reporting Person indirectly beneficially owns 2,061 shares of common stock as of June 30, 2003 under the Issuer's 401(k) Plan. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 19:32 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 31,473 | $47.12 | $1,483,007.76 |
DisclosureSEC source: 0001181431-03-014410 · rrd13457.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,663.2 F1 · balance_after: In addition, the Reporting Person indirectly beneficially owns 2,061 shares of common stock as of June 30, 2003 under the Issuer's 401(k) Plan. Read SEC document |
| July 15, 2003 Filed Jul 17, 2003 19:32 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 37,944 | $39.08 | $1,483,018.47 |
DisclosureSEC source: 0001181431-03-014410 · rrd13457.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,136.2 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 · balance_after: In addition, the Reporting Person indirectly beneficially owns 2,061 shares of common stock as of June 30, 2003 under the Issuer's 401(k) Plan. Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 20:25 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 83,692 | $0.00 Strike: $45.24 | $0.00 |
DisclosureSEC source: 0000831001-03-000397 · primary_doc.xml · derivative · entry 5 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,692 Underlying: Common Stock · 83,692 shares Expires 2008-11-02 F2 · balance_after: In addition, the Reporting Person directly beneficially owns 1,279,261 options to purchase 1,279,261 shares of common stock which have various exercise prices, exercise dates and expiration dates. Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 20:25 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 94,148 | $0.00 Strike: $37.65 | $0.00 |
DisclosureSEC source: 0000831001-03-000397 · primary_doc.xml · derivative · entry 4 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 94,148 shares Expires 2008-11-02 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 |
| June 17, 2003 Filed Jun 19, 2003 20:25 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,340 | $45.24 | $241,581.60 |
DisclosureSEC source: 0000831001-03-000397 · primary_doc.xml · nonDerivative · entry 3 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533,192 F1 · balance_after: In addition, the Reporting Person indirectly beneficially owns 2,061 shares of common stock as of May 31, 2003 under the Issuer's 401(k) Plan. Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 20:25 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 78,352 | $45.24 | $3,544,644.48 |
DisclosureSEC source: 0000831001-03-000397 · primary_doc.xml · nonDerivative · entry 2 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,532 Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 20:25 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 94,148 | $37.65 | $3,544,672.20 |
DisclosureSEC source: 0000831001-03-000397 · primary_doc.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,884 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 28, 2003 Filed May 30, 2003 19:44 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001192374-03-000006 · primary_doc.xml · nonDerivative · entry 1 JONES THOMAS W · CIK 0001192374 · CEO Global Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,736 F1 · balance_after: In addition, the Reporting Person indirectly beneficially owns 2,051 shares of common stock as of April 30, 2003 under the Issuer's 401(k) Plan. Read SEC document |
| April 25, 2002 Filed Apr 30, 2007 19:40 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $41.15 | $0.00 |
DisclosureSEC source: 0001182489-07-000488 · edgar.xml · derivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 Underlying: Common Stock · 2,295 shares Expires 2012-04-25 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Kraft Foods Inc. on March 30, 2007. Read SEC document |
| April 25, 2002 Filed May 30, 2008 18:45 UTC | ALTRIA GROUP, INC. MO · Entity 188 | OtherOption (Right to Buy) · Derivative | 0 | $0.00 Strike: $12.48 | $0.00 |
DisclosureSEC source: 0001182489-08-000568 · edgar.xml · derivative · entry 2 JONES THOMAS W · CIK 0001192374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 Underlying: Common Stock · 2,295 shares Expires 2012-04-25 F3 · derivative.exercise_price: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. on March 28, 2008. F3 · date: Reflects a price adjustment to a previously issued option award in accordance with the terms of the Company's equity compensation plans in connection with the spin-off of Philip Morris International Inc. on March 28, 2008. 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.