Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIGROUP INCC · Entity 2837 | Director | January 14, 2009 | January 16, 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 January 14, 2009 · Filed January 16, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,130.5 |
Reported balance
After 2009-01-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2009-01-14 · Grant · Acquired 8,026 · Balance 31,130.5 F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2: Includes 119.5 shares acquired during the year 2008 under the Citigroup Dividend Reinvestment Plan |
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 16,327.1 |
Reported balance
Holding disclosure · report date 2009-01-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,327.1 F3: 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: In addition, the Reporting Person directly beneficially owns 337,819 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 98,617 shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors.
F2: Includes 119.5 shares acquired during the year 2008 under the Citigroup Dividend Reinvestment Plan
F3: 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: In addition, the Reporting Person directly beneficially owns 337,819 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 98,617 shares of common stock.
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 14, 2009 Filed Jan 16, 2009 20:01 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 8,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-09-003418 · rrd230172.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,130.5 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 119.5 shares acquired during the year 2008 under the Citigroup Dividend Reinvestment Plan Read SEC document |
| January 22, 2008 Filed Jan 24, 2008 19:56 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 5,696.9 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-005321 · rrd191644.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,985 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 78.8 shares acquired during 2007 under the Citigroup Dividend Reinvestment Plan. F3 · balance_after: Reflects 3,128.5 shares of deferred common stock which vested on 01/20/2007 and 3,075.5 shares of deferred common stock which vested on 1/22/2008. These shares 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. Read SEC document |
| January 16, 2007 Filed Jan 18, 2007 18:20 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 2,754.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-004718 · rrd143260.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,412.7 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 445.7 shares acquired during 2005 under the Citigroup Dividend Reinvestment Plan. Read SEC document |
| January 17, 2006 Filed Jan 19, 2006 15:52 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,075.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-06-004280 · rrd103922.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,212.7 F1 · shares: Deferred shares awarded under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 513.6 shares acquired during 2005 under the Citigroup Dividend Reinvestment Plan. Read SEC document |
| January 18, 2005 Filed Jan 20, 2005 17:02 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 3,128.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-003909 · rrd65254.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,624.2 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 14:03 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 84.2 | $46.18 | $3,888.36 |
DisclosureSEC source: 0001181431-05-000711 · rrd62715.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) and (4). Disclosed balance after: 10,123.1 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 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,508 shares of common stock. Read SEC document |
| January 01, 2005 Filed Jan 4, 2005 14:03 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 338.4 | $46.18 | $15,627.31 |
DisclosureSEC source: 0001181431-05-000711 · rrd62715.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2). Disclosed balance after: 10,038.9 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 |
| October 01, 2004 Filed Oct 5, 2004 15:06 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 79.2 | $46.97 | $3,720.02 |
DisclosureSEC source: 0001181431-04-046636 · rrd53191.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) and (4). Disclosed balance after: 9,700.5 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 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,548.3 shares of common stock. Read SEC document |
| October 01, 2004 Filed Oct 5, 2004 15:06 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 332.7 | $46.97 | $15,626.92 |
DisclosureSEC source: 0001181431-04-046636 · rrd53191.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2). Disclosed balance after: 9,621.3 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 13:28 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 75.6 | $47.00 | $3,553.20 |
DisclosureSEC source: 0001181431-04-033785 · rrd46510.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes (2) & (4) Disclosed balance after: 9,288.6 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 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,534.5 shares of common stock. Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 13:28 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 332.4 | $47.00 | $15,622.80 |
DisclosureSEC source: 0001181431-04-033785 · rrd46510.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote (2) Disclosed balance after: 9,213 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 14:36 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 68.2 | $49.64 | $3,385.11 |
DisclosureSEC source: 0001181431-04-019267 · rrd37673.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes (2) and (4). Disclosed balance after: 8,880.6 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 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,487.4335 shares of common stock. Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 14:36 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 352.6 | $49.64 | $17,501.30 |
DisclosureSEC source: 0001181431-04-019267 · rrd37673.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote (2). Disclosed balance after: 8,812.4 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 16:25 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003794 · rrd29739.xml · derivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · 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 16:25 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003794 · rrd29739.xml · derivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · 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 17:50 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 60.8 | $47.24 | $2,872.44 |
DisclosureSEC source: 0001181431-04-000934 · rrd27539.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes (2) & (4) Disclosed balance after: 8,459.8 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 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,555.6 shares of common stock. Read SEC document |
| January 01, 2004 Filed Jan 5, 2004 17:50 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 205 | $47.24 | $9,685.02 |
DisclosureSEC source: 0001181431-04-000934 · rrd27539.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote (2) Disclosed balance after: 8,399 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 11:14 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 62.6 | $44.29 | $2,772.24 |
DisclosureSEC source: 0001181431-03-025613 · rrd19581.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 8,194 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 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,590.4849 shares of common stock. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 11:14 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 218.8 | $44.29 | $9,689.56 |
DisclosureSEC source: 0001181431-03-025613 · rrd19581.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 8,131.4 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 11:28 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 35.5 | $43.22 | $1,534.13 |
DisclosureSEC source: 0001181431-03-013021 · rrd12650.xml · nonDerivative · entry 2 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 7,912.6 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. In addition, the Reporting Person directly beneficially owns 13,846 shares of common stock. F4 · balance_after: In addition, the Reporting Person directly beneficially owns 261,392.6033 deferred units pursuant to the Citicorp Directors' Deferred Compensation Plan through which the Reporting Person has the right to acquire 75,641.1991 shares of common stock. Read SEC document |
| July 01, 2003 Filed Jul 3, 2003 11:28 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 224.2 | $43.22 | $9,688.80 |
DisclosureSEC source: 0001181431-03-013021 · rrd12650.xml · nonDerivative · entry 1 THOMAS FRANKLIN A · CIK 0001184012 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2 Disclosed balance after: 7,877.1 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 13,846 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.