Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accenture plcACN · Entity 2893 | Director | November 15, 2019 | November 19, 2019 |
| Ally Financial Inc.ALLY · Entity 3431 | Director | May 15, 2025 | May 19, 2025 |
| CITIGROUP INCC · Entity 2837 | Chair CEO Global Consumer | August 29, 2005 | August 31, 2005 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | Director | May 19, 2008 | May 21, 2008 |
| TEGNA INCTGNA · Entity 56740 | Director | May 04, 2017 | May 05, 2017 |
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.
Accenture plc
Report date November 15, 2019 · Filed November 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 16,755 |
Reported balance
After 2019-11-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-11-15 · Grant · Acquired 11 · Balance 16,755 F1: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend.
Ally Financial Inc.
Report date May 15, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,070 |
Reported balance
After 2025-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 4,266 · Balance 69,070 F1: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis.
CITIGROUP INC
Report date August 29, 2005 · Filed August 31, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,081.6 |
Reported balance
After 2005-08-29 transaction · row 1
1 source rowRow 1 · 2005-08-29 · Sale · Disposed 159,954 · Balance 142,081.6 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan. | 15,995.5 |
Reported balance
Holding disclosure · report date 2005-08-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,995.5 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT. | 59,526 |
Reported balance
Holding disclosure · report date 2005-08-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 59,526 |
SCHWAB CHARLES CORP
Report date May 19, 2008 · Filed May 21, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,436 |
Reported balance
After 2008-05-19 transaction · row 1
1 source rowRow 1 · 2008-05-19 · Grant · Acquired 2,757 · Balance 9,436 F1: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.39 · Expires 2018-05-19 | Direct | 7,486 |
Reported balance
After 2008-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2008-05-19 · Grant · Acquired 7,486 · Balance 7,486 F2: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.
F2: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant.
TEGNA INC
Report date May 04, 2017 · Filed May 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,000 |
Reported balance
After 2017-05-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-04 · Grant · Acquired 5,000 · Balance 5,000 F1: Each restricted stock unit represents a contingent right to receive one share of the underlying common stock. F2: The restricted stock units vest in four equal quarterly installments beginning on August 1, 2017, except that the last quarterly installment shall vest on the earlier of the date of the next Annual Meeting of Stockholders of the Issuer and May 1, 2018. Unless delivery has been deferred by election of the reporting person, vested shares will be delivered to the reporting person as soon as administratively practicable upon the earliest to occur of the reporting person's separation from service with the Issuer, certain changes in control of the Issuer and May 1, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the underlying common stock.
F2: The restricted stock units vest in four equal quarterly installments beginning on August 1, 2017, except that the last quarterly installment shall vest on the earlier of the date of the next Annual Meeting of Stockholders of the Issuer and May 1, 2018. Unless delivery has been deferred by election of the reporting person, vested shares will be delivered to the reporting person as soon as administratively practicable upon the earliest to occur of the reporting person's separation from service with the Issuer, certain changes in control of the Issuer and May 1, 2018.
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 |
|---|---|---|---|---|---|---|
| May 15, 2025 Filed May 19, 2025 13:17 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 4,266 | $35.75 | $152,509.50 |
DisclosureSEC source: 0001562180-25-003970 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,070 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:20 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 3,528 | $41.10 | $145,000.80 |
DisclosureSEC source: 0001562180-24-004094 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,804 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:00 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 5,673 | $25.56 | $145,001.88 |
DisclosureSEC source: 0001562180-23-004163 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,276 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| October 25, 2022 Filed Oct 27, 2022 20:33 UTC | Ally Financial Inc. ALLY · Entity 3431 | PurchaseCommon Stock | 2,000 | $27.43 | $54,867.80 |
DisclosureSEC source: 0001562180-22-007343 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,603 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $27.41 to $27.45, inclusive. The reporting person undertakes to provide to Ally Financial Inc., any security holder of Ally Financial Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 13, 2022 Filed May 17, 2022 17:44 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 3,664 | $39.58 | $145,021.12 |
DisclosureSEC source: 0001562180-22-004095 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,603 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 14, 2021 Filed May 18, 2021 22:03 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 2,500 | $54.00 | $135,000.00 |
DisclosureSEC source: 0001562180-21-003562 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,939 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2020 Filed May 19, 2020 19:17 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 8,859 | $15.24 | $135,011.16 |
DisclosureSEC source: 0001562180-20-003720 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,439 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:17 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000362 · wf-form4_157419822459307.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,755 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| May 15, 2019 Filed May 17, 2019 15:07 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 4,632 | $29.15 | $135,022.80 |
DisclosureSEC source: 0001562180-19-002929 · primarydocument.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,580 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:05 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000186 · wf-form4_155809833433136.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,744 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:21 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 472 | $155.10 | $73,204.84 |
DisclosureSEC source: 0001467373-19-000103 · wf-form4_154992005953202.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,721 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:20 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 2,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-19-000070 · wf-form4_154940162714769.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,193 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 21:30 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000384 · wf-form4_154266299054064.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,539 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| November 13, 2018 Filed Nov 19, 2018 21:30 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000384 · wf-form4_154266299054064.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,527 Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:55 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 5,076 | $26.60 | $135,021.60 |
DisclosureSEC source: 0000040729-18-000086 · wf-form4_152657249929562.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,948 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 15, 2018 Filed May 17, 2018 21:57 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000202 · wf-form4_152659420977825.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,607 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 21:23 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 771 | $151.89 | $117,107.19 |
DisclosureSEC source: 0001467373-18-000117 · wf-form4_151855694131993.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,595 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 14:25 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000096 · wf-form4_151818634243268.xml · nonDerivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,366 Read SEC document |
| January 16, 2018 Filed Feb 9, 2018 14:25 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000096 · wf-form4_151818634243268.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,084 Read SEC document |
| December 26, 2017 Filed Feb 9, 2018 14:25 UTC | Accenture plc ACN · Entity 2893 | GiftClass A ordinary shares | 6,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-18-000096 · wf-form4_151818634243268.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,027 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:23 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000477 · wf-form4_151095381287270.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,565 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| May 15, 2017 Filed May 16, 2017 20:13 UTC | Accenture plc ACN · Entity 2893 | GrantAccenture plc Class A ordinary shares | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000243 · wf-form4_149496558828925.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,550 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:23 UTC | Ally Financial Inc. ALLY · Entity 3431 | GrantCommon Stock | 7,057 | $0.00 | $0.00 |
DisclosureSEC source: 0000040729-17-000188 · wf-form4_149503821051150.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,872 F1 · security: Represented by Deferred Stock Units which convert into common stock on a one-for-one basis. Read SEC document |
| May 04, 2017 Filed May 5, 2017 21:36 UTC | TEGNA INC TGNA · Entity 56740 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000203 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the underlying common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal quarterly installments beginning on August 1, 2017, except that the last quarterly installment shall vest on the earlier of the date of the next Annual Meeting of Stockholders of the Issuer and May 1, 2018. Unless delivery has been deferred by election of the reporting person, vested shares will be delivered to the reporting person as soon as administratively practicable upon the earliest to occur of the reporting person's separation from service with the Issuer, certain changes in control of the Issuer and May 1, 2018. F2 · derivative.expiration_date: The restricted stock units vest in four equal quarterly installments beginning on August 1, 2017, except that the last quarterly installment shall vest on the earlier of the date of the next Annual Meeting of Stockholders of the Issuer and May 1, 2018. Unless delivery has been deferred by election of the reporting person, vested shares will be delivered to the reporting person as soon as administratively practicable upon the earliest to occur of the reporting person's separation from service with the Issuer, certain changes in control of the Issuer and May 1, 2018. Read SEC document |
| May 01, 2017 Filed May 2, 2017 22:35 UTC | TEGNA INC TGNA · Entity 56740 | Exercise / conversionRestricted Stock Units · Derivative | 5,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000171 · edgar.xml · derivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,606 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the underlying common stock. F2 · shares: Includes 133 additional restricted stock units received by the reporting person as dividend equivalent restricted stock units in respect of the restricted stock unit grant vesting on the date hereof. F3 · derivative.exercise_date: The restricted stock units vested in four equal quarterly installments beginning on August 1, 2016. F3 · derivative.expiration_date: The restricted stock units vested in four equal quarterly installments beginning on August 1, 2016. Read SEC document |
| May 01, 2017 Filed May 2, 2017 22:35 UTC | TEGNA INC TGNA · Entity 56740 | Exercise / conversionCommon Stock | 5,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000925421-17-000171 · edgar.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,151 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 · price: Each restricted stock unit represents a contingent right to receive one share of the underlying common stock. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:23 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-17-000121 · wf-form4_148702100198232.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,534 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 21:24 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 2,501 | $115.54 | $288,953.04 |
DisclosureSEC source: 0001467373-17-000106 · wf-form4_148676184214493.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,962 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 21:10 UTC | Accenture plc ACN · Entity 2893 | Tax withholdingClass A ordinary shares | 663 | $114.09 | $75,638.36 |
DisclosureSEC source: 0001467373-17-000096 · wf-form4_148650178196502.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,463 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:17 UTC | Accenture plc ACN · Entity 2893 | GrantClass A ordinary shares | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001467373-16-001139 · wf-form4_147939224634643.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,126 F1 · security: Grant of Restricted Share Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect Accenture plc's payment of a cash dividend. Read SEC document |
| May 19, 2008 Filed May 21, 2008 16:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,486 | $0.00 Strike: $22.39 | $0.00 |
DisclosureSEC source: 0001225173-08-000002 · edgar.xml · derivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,486 Underlying: Common Stock · 7,486 shares Expires 2018-05-19 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 19, 2008 Filed May 21, 2008 16:04 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001225173-08-000002 · edgar.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,436 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| October 01, 2007 Filed Oct 3, 2007 17:36 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,005 | $0.00 Strike: $22.41 | $0.00 |
DisclosureSEC source: 0001225173-07-000010 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 Underlying: Common Stock · 1,005 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| July 02, 2007 Filed Jul 5, 2007 16:06 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,023 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0001225173-07-000008 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023 Underlying: Common Stock · 1,023 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| May 21, 2007 Filed May 23, 2007 19:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,459 | $0.00 Strike: $21.12 | $0.00 |
DisclosureSEC source: 0001225173-07-000006 · edgar.xml · derivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,459 Underlying: Common Stock · 7,459 shares Expires 2017-05-21 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 21, 2007 Filed May 23, 2007 19:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001225173-07-000006 · edgar.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,679 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 02, 2007 Filed Apr 4, 2007 16:21 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,753 | $0.00 Strike: $18.55 | $0.00 |
DisclosureSEC source: 0001225173-07-000004 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753 Underlying: Common Stock · 1,753 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 16:20 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,220 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001225173-07-000002 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,220 Underlying: Common Stock · 1,220 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| October 02, 2006 Filed Oct 3, 2006 18:02 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,064 | $0.00 Strike: $17.68 | $0.00 |
DisclosureSEC source: 0001225173-06-000017 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064 Underlying: Common Stock · 1,064 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| July 03, 2006 Filed Jul 5, 2006 18:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,161 | $0.00 Strike: $16.20 | $0.00 |
DisclosureSEC source: 0001225173-06-000015 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,161 Underlying: Common Stock · 1,161 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| May 22, 2006 Filed May 24, 2006 18:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001225173-06-000011 · edgar.xml · derivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-21 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed May 24, 2006 18:55 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $16.17 | $60,023.04 |
DisclosureSEC source: 0001225173-06-000011 · edgar.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,712 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 20:48 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001225173-06-000013 · edgar.xml · derivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-05-22 F2 · derivative.exercise_date: The option was granted under the Company's 2004 Stock Incentive Plan and vests 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| May 22, 2006 Filed Jun 7, 2006 20:48 UTC Amendment | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantCommon Stock | 3,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225173-06-000013 · edgar.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,712 F1 · shares: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 25% on the first and second anniversary of the date of grant and 50% on the third anniversary of the date of grant. Read SEC document |
| April 03, 2006 Filed Apr 5, 2006 15:58 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantRestricted Stock Units · Derivative | 1,570 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001225173-06-000009 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570 Underlying: Common Stock · 1,570 shares Expires not disclosed F1 · shares: The restricted stock units were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. F2 · derivative.expiration_date: The restricted stock units are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors Read SEC document |
| March 14, 2006 Filed Mar 15, 2006 17:17 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $16.96 | $0.00 |
DisclosureSEC source: 0001225173-06-000007 · edgar.xml · derivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2016-03-14 F1 · security: The option was granted under the Company's 2004 Stock Incentive Plan and vests immediately. Read SEC document |
| August 29, 2005 Filed Aug 31, 2005 17:15 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 159,954 | $43.15 | $6,902,015.10 |
DisclosureSEC source: 0001181431-05-049738 · rrd90696.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,081.6 Read SEC document |
| August 23, 2005 Filed Aug 25, 2005 16:01 UTC | CITIGROUP INC C · Entity 2837 | SaleCommon Stock | 100,000 | $43.46 | $4,346,000.00 |
DisclosureSEC source: 0001181431-05-048817 · rrd90399.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,035.6 Read SEC document |
| April 14, 2005 Filed Apr 15, 2005 15:42 UTC | CITIGROUP INC C · Entity 2837 | OtherCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-022279 · rrd75778.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,035.6 F1 · shares: Reflects the return of shares to the Reporting Person in connection with an erroneous charitable gift that occurred before the Reporting Person became subject to Section 16. Read SEC document |
| February 14, 2005 Filed Feb 16, 2005 12:48 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 10,192.8 | $49.25 | $501,995.40 |
DisclosureSEC source: 0001181431-05-010341 · rrd68934.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,573.6 F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.