Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | April 01, 2012 | April 03, 2012 |
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | Director | November 08, 2024 | November 12, 2024 |
| Group Nine Acquisition Corp.GNAC · Entity 134703 | Director | January 14, 2021 | January 14, 2021 |
| Lazard, Inc.LAZ · Entity 4031 | Director | November 15, 2024 | November 19, 2024 |
| Madison Square Garden Sports Corp.MSGS · Entity 3572 | Director | December 11, 2023 | December 12, 2023 |
| Paramount GlobalCBS, CBS.A · Entity 77673 | Director | October 01, 2018 | October 03, 2018 |
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 April 01, 2012 · Filed April 03, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 20,411 |
Reported balance
After 2012-04-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2012-04-01 · Grant · Acquired 549.1 · Balance 20,411 F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. F4: Reflects 4,270.3 shares of deferred common stock which vested on 1/20/2012 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 20,416.8 |
Reported balance
After 2012-04-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2012-04-01 · Grant · Acquired 5.8 · Balance 20,416.8 F3: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. F4: Reflects 4,270.3 shares of deferred common stock which vested on 1/20/2012 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors. F5: In addition, the Reporting Person directly beneficially owns 46,715.9857 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 1,364.3 shares of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 13,685.3 |
Reported balance
After 2012-04-01 transaction · row 3
1 source rowRow 3 · 2012-04-01 · Grant · Acquired 2.3 · Balance 13,685.3 F3: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors.
F2: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors.
F3: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors.
F4: Reflects 4,270.3 shares of deferred common stock which vested on 1/20/2012 and were transferred to the Reporting Person's deferred compensation account in accordance with the terms of the Issuer's Compensation Plan for Non-Employee Directors.
F5: In addition, the Reporting Person directly beneficially owns 46,715.9857 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 1,364.3 shares of common stock.
ESTEE LAUDER COMPANIES INC
Report date November 08, 2024 · Filed November 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $63.90 · Expires 2034-11-08 | Direct | 4,094 |
Reported balance
After 2024-11-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-11-08 · Grant · Acquired 4,094 · Balance 4,094 F1: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. |
| Stock Units (Share Payout)SEC Table II · derivative / convertible security | Direct | 14,897.02 |
Reported balance
After 2024-11-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-08 · Grant · Acquired 905.6 · Balance 14,897.02 F1: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. F2: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1). F3: The stock units (share payout) will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. |
| Stock Units (Share Payout)SEC Table II · derivative / convertible security | Indirectas Co-Trustee for the Rebecca L. Parsons 2012 Trust | 6,214.56 |
Reported balance
Holding disclosure · report date 2024-11-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,214.56 F2: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1). F3: The stock units (share payout) will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.
F2: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1).
F3: The stock units (share payout) will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
Group Nine Acquisition Corp.
Report date January 14, 2021 · Filed January 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2021-01-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,000 F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination on a one-for-one basis.
Lazard, Inc.
Report date November 15, 2024 · Filed November 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 108,709 |
Reported balance
After 2024-11-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-11-15 · Grant · Acquired 757 · Balance 108,709 F1: The reporting person has made an annual election to receive Deferred Stock Units ("DSUs") under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, in lieu of all or a portion of such reporting person's cash compensation payable pursuant to the Non-Executive Director Compensation arrangement. F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has made an annual election to receive Deferred Stock Units ("DSUs") under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, in lieu of all or a portion of such reporting person's cash compensation payable pursuant to the Non-Executive Director Compensation arrangement.
F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc.
Madison Square Garden Sports Corp.
Report date December 11, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,065 |
Reported balance
After 2023-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-11 · Grant · Acquired 937 · Balance 6,065 F1: Each restricted stock unit is granted under the Madison Square Garden Sports Corp. 2015 Stock Plan for Non-Employee Directors and represents a right to receive one share of Class A Common Stock or the cash equivalent thereof. F2: The RSUs are fully vested on the date of the grant and will be settled in stock or in cash on the first business day 90 days after a separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is granted under the Madison Square Garden Sports Corp. 2015 Stock Plan for Non-Employee Directors and represents a right to receive one share of Class A Common Stock or the cash equivalent thereof.
F2: The RSUs are fully vested on the date of the grant and will be settled in stock or in cash on the first business day 90 days after a separation from service.
Paramount Global
Report date October 01, 2018 · Filed October 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Class A Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 242 |
Reported balance
After 2018-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-10-01 · Grant · Acquired 242 · Balance 242 F1: Reporting Person has elected to defer payment of Board/Committee fees, as applicable, pursuant to the Issuer's deferred compensation arrangement for directors. Deferred amounts (including any cash dividends credited during the previous quarter) are deemed invested quarterly in the number of Phantom Common Stock Units equal to the number of shares of Class A and Class B Common Stock that such amounts would have purchased when converted. Phantom Common Stock Units are paid out after the Director's retirement from the Board and are settled in cash. |
| Phantom Class B Common Stock UnitsSEC Table II · derivative / convertible security | Direct | 242 |
Reported balance
After 2018-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-01 · Grant · Acquired 242 · Balance 242 F1: Reporting Person has elected to defer payment of Board/Committee fees, as applicable, pursuant to the Issuer's deferred compensation arrangement for directors. Deferred amounts (including any cash dividends credited during the previous quarter) are deemed invested quarterly in the number of Phantom Common Stock Units equal to the number of shares of Class A and Class B Common Stock that such amounts would have purchased when converted. Phantom Common Stock Units are paid out after the Director's retirement from the Board and are settled in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person has elected to defer payment of Board/Committee fees, as applicable, pursuant to the Issuer's deferred compensation arrangement for directors. Deferred amounts (including any cash dividends credited during the previous quarter) are deemed invested quarterly in the number of Phantom Common Stock Units equal to the number of shares of Class A and Class B Common Stock that such amounts would have purchased when converted. Phantom Common Stock Units are paid out after the Director's retirement from the Board and are settled in cash.
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 |
|---|---|---|---|---|---|---|
| July 01, 2003 Filed Jul 3, 2003 11:33 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 809.9 | $43.22 | $34,999.83 |
DisclosureSEC source: 0001181431-03-013026 · rrd12614.xml · nonDerivative · entry 1 PARSONS RICHARD D · CIK 0001008086 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 16,812 F1 · shares: Shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. In addition, the Reporting Person directly beneficially owns 5,000 shares of common stock. 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.