Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | April 01, 2009 | April 02, 2009 |
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, 2009 · Filed April 02, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 43,623.6 |
Reported balance
After 2009-04-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2009-04-01 · Grant · Acquired 330.8 · Balance 43,623.6 F1: Reinvestment of cash, including dividends and interest, 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: In addition, the Reporting Person directly beneficially owns 49,968.8824 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 14,804.6 shares of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 40,152.7 |
Reported balance
After 2009-04-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2009-04-01 · Grant · Acquired 291.9 · Balance 40,152.7 F1: Reinvestment of cash, including dividends and interest, under the Issuer's Compensation Plan for Non-Employee Directors. F4: Reflects 3,096.5 shares of deferred common stock which vested on 1/20/2009 and were transferred to the Reporting Person's account in the Issuer's Compensation Plan for Non-Employee Directors in accordance with the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reinvestment of cash, including dividends and interest, 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: In addition, the Reporting Person directly beneficially owns 49,968.8824 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 14,804.6 shares of common stock.
F4: Reflects 3,096.5 shares of deferred common stock which vested on 1/20/2009 and were transferred to the Reporting Person's account in the Issuer's Compensation Plan for Non-Employee Directors in accordance with the terms of the Plan.
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, 2005 Filed Jul 6, 2005 13:32 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 393.5 | $47.64 | $18,746.34 |
DisclosureSEC source: 0001181431-05-038799 · rrd84447.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2). Disclosed balance after: 19,043.1 F1 · shares: Deferred 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. Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 17:11 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 28.7 | $48.14 | $1,381.62 |
DisclosureSEC source: 0001181431-05-020843 · rrd73467.xml · nonDerivative · entry 3 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,893.2 F3 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 17:11 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 165.7 | $48.14 | $7,976.80 |
DisclosureSEC source: 0001181431-05-020843 · rrd73467.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) and (4). Disclosed balance after: 18,649.6 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,345.3 shares of common stock. Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 17:11 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 389.5 | $48.14 | $18,750.53 |
DisclosureSEC source: 0001181431-05-020843 · rrd73467.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2). Disclosed balance after: 18,483.9 F1 · shares: Deferred 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. Read SEC document |
| January 18, 2005 Filed Jan 20, 2005 16:53 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,128.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-003894 · rrd65229.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,864.5 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| January 01, 2005 Filed Jan 4, 2005 14:00 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 149.9 | $46.18 | $6,922.38 |
DisclosureSEC source: 0001181431-05-000706 · rrd62710.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) and (4). Disclosed balance after: 18,094.4 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,346 shares of common stock. Read SEC document |
| January 01, 2005 Filed Jan 4, 2005 14:00 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 676.7 | $46.18 | $31,250.01 |
DisclosureSEC source: 0001181431-05-000706 · rrd62710.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2). Disclosed balance after: 17,944.5 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. Read SEC document |
| November 16, 2004 Filed Nov 18, 2004 15:47 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-053900 · rrd58567.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,736 Read SEC document |
| October 01, 2004 Filed Oct 5, 2004 14:43 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 140.4 | $46.97 | $6,594.59 |
DisclosureSEC source: 0001181431-04-046612 · rrd53215.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) and (4). Disclosed balance after: 17,267.9 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,352.6 shares of common stock. Read SEC document |
| October 01, 2004 Filed Oct 5, 2004 14:43 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 665.4 | $46.97 | $31,253.84 |
DisclosureSEC source: 0001181431-04-046612 · rrd53215.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2). Disclosed balance after: 17,127.5 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. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 13:34 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 133.4 | $47.00 | $6,269.80 |
DisclosureSEC source: 0001181431-04-033793 · rrd46448.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) & (4) Disclosed balance after: 16,462.1 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,350.5 shares of common stock. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 13:34 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 664.9 | $47.00 | $31,250.30 |
DisclosureSEC source: 0001181431-04-033793 · rrd46448.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2) Disclosed balance after: 16,328.7 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. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 14:27 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 120.3 | $49.64 | $5,971.09 |
DisclosureSEC source: 0001181431-04-019260 · rrd37638.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes (2) and (4). Disclosed balance after: 15,663.8 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,343.4725 shares of common stock. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 14:27 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 629.6 | $49.64 | $31,250.20 |
DisclosureSEC source: 0001181431-04-019260 · rrd37638.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote (2). Disclosed balance after: 15,543.5 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. Read SEC document |
| January 20, 2004 Filed Jan 22, 2004 16:14 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003781 · rrd29724.xml · derivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2010-01-20 Read SEC document |
| January 20, 2004 Filed Jan 22, 2004 16:14 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003781 · rrd29724.xml · derivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2010-01-20 Read SEC document |
| January 01, 2004 Filed Jan 5, 2004 18:04 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 107.3 | $47.24 | $5,069.28 |
DisclosureSEC source: 0001181431-04-000949 · rrd27531.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes (2) and (4) Disclosed balance after: 14,913.9 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,353.7 shares of common stock. Read SEC document |
| January 01, 2004 Filed Jan 5, 2004 18:04 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 330.8 | $47.24 | $15,628.32 |
DisclosureSEC source: 0001181431-04-000949 · rrd27531.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote (2) Disclosed balance after: 14,806.6 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. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 10:51 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 110.9 | $44.29 | $4,911.21 |
DisclosureSEC source: 0001181431-03-025597 · rrd19562.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes 2 and 4 Disclosed balance after: 14,475.8 F3 · shares: Reinvestment of cash, including dividends and interest, under the Compensation Plan for Non-Employee Directors. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,358.958 shares of common stock. 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. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 10:51 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 352.8 | $44.29 | $15,623.75 |
DisclosureSEC source: 0001181431-03-025597 · rrd19562.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 14,364.9 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. Read SEC document |
| July 01, 2003 Filed Jul 3, 2003 11:44 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 62.9 | $43.22 | $2,718.22 |
DisclosureSEC source: 0001181431-03-013037 · rrd12572.xml · nonDerivative · entry 2 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 14,012.1 F3 · shares: Reinvestment of cash, including dividends and interest, under the 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 30,736 shares of common stock. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 39,279.3833 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 11,366.579 shares of common stock. Read SEC document |
| July 01, 2003 Filed Jul 3, 2003 11:44 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 361.6 | $43.22 | $15,626.54 |
DisclosureSEC source: 0001181431-03-013037 · rrd12572.xml · nonDerivative · entry 1 DERR KENNETH T · CIK 0001182087 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 13,949.2 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 30,736 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.