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 |
|---|---|---|---|---|---|---|
| February 10, 2005 Filed Feb 16, 2005 12:48 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 4,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-010341 · rrd68934.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,766.4 F1 · balance_after: Reflects a distribution of 5,674 shares to the Reporting Person on February 1, 2005 in accordance with the terms of a Grantor Retained Annuity Trust. Read SEC document |
| January 18, 2005 Filed Jan 20, 2005 16:52 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 22,525.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-003893 · rrd65053.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,151.4 F2 · shares: Award of deferred stock under the Issuer's 1997 Stock Incentive Plan (Supplemental CAP Program). Read SEC document |
| January 18, 2005 Filed Jan 20, 2005 16:52 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 50,056.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-05-003893 · rrd65053.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · Chair CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,626.1 F1 · shares: Award of deferred stock under the Issuer's 1997 Stock Incentive Plan (Core CAP Program). Read SEC document |
| August 31, 2004 Filed Sep 7, 2004 16:01 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-043128 · rrd52085.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,569.8 Read SEC document |
| August 19, 2004 Filed Aug 20, 2004 14:58 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-041067 · rrd50905.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,891.8 Read SEC document |
| August 17, 2004 Filed Aug 20, 2004 14:58 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-041067 · rrd50905.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,221.8 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 15:26 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 46,571 | $0.00 Strike: $51.94 | $0.00 |
DisclosureSEC source: 0001181431-04-019020 · rrd38189.xml · derivative · entry 6 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,571 Underlying: Common Stock · 46,571 shares Expires 2008-11-02 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 15:26 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 51,897 | $0.00 Strike: $43.14 | $0.00 |
DisclosureSEC source: 0001181431-04-019020 · rrd38189.xml · derivative · entry 5 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51,897 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 15:26 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,471 | $51.94 | $180,283.74 |
DisclosureSEC source: 0001181431-04-019020 · rrd38189.xml · nonDerivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,989.8 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 15:26 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 43,100 | $51.94 | $2,238,614.00 |
DisclosureSEC source: 0001181431-04-019020 · rrd38189.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,460.8 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 15:26 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 51,897 | $43.14 | $2,238,608.23 |
DisclosureSEC source: 0001181431-04-019020 · rrd38189.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,560.8 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 13:12 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 14,434 | $0.00 Strike: $50.69 | $0.00 |
DisclosureSEC source: 0001181431-04-004605 · rrd30196.xml · derivative · entry 6 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,434 Underlying: Common Stock · 14,434 shares Expires 2012-02-13 Read SEC document |
| January 23, 2004 Filed Jan 27, 2004 13:12 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 16,082 | $0.00 Strike: $42.11 | $0.00 |
DisclosureSEC source: 0001181431-04-004605 · rrd30196.xml · derivative · entry 5 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,332 Underlying: Common Stock · 16,082 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 13:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 1,075 | $50.69 | $54,491.75 |
DisclosureSEC source: 0001181431-04-004605 · rrd30196.xml · nonDerivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,663.8 Read SEC document |
| January 23, 2004 Filed Jan 27, 2004 13:12 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 13,359 | $50.69 | $677,167.71 |
DisclosureSEC source: 0001181431-04-004605 · rrd30196.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,738.8 Read SEC document |
| January 23, 2004 Filed Jan 27, 2004 13:12 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 16,082 | $42.11 | $677,208.20 |
DisclosureSEC source: 0001181431-04-004605 · rrd30196.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,097.8 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 22, 2004 21:22 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $49.50 | $0.00 |
DisclosureSEC source: 0001181431-04-003936 · rrd29808.xml · derivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 22, 2004 21:22 UTC | CITIGROUP INC C · Entity 2837 | GrantCommon Stock | 34,882.9 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-003936 · rrd29808.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,015.8 F1 · shares: Award of deferred stock under the Issuer's Capital Accumulation Program. Read SEC document |
| January 16, 2004 Filed Jan 20, 2004 18:08 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 5,927 | $49.40 | $292,764.17 |
DisclosureSEC source: 0001181431-04-003391 · rrd29317.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,132.8 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 03, 2003 Filed Nov 5, 2003 13:04 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Option (Right to Buy) · Derivative | 51,288 | $0.00 Strike: $47.40 | $0.00 |
DisclosureSEC source: 0001181431-03-029107 · rrd21595.xml · derivative · entry 6 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,288 Underlying: Common Stock · 51,288 shares Expires 2008-11-02 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 13:04 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,054 | $0.00 Strike: $21.92 | $0.00 |
DisclosureSEC source: 0001181431-03-029107 · rrd21595.xml · derivative · entry 5 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,054 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 13:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 16,583 | $47.40 | $786,034.20 |
DisclosureSEC source: 0001181431-03-029107 · rrd21595.xml · nonDerivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,059.8 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 13:04 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 34,705 | $47.40 | $1,645,017.00 |
DisclosureSEC source: 0001181431-03-029107 · rrd21595.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,642.8 Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 13:04 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 75,054 | $21.92 | $1,645,003.55 |
DisclosureSEC source: 0001181431-03-029107 · rrd21595.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,347.8 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 26, 2003 Filed Oct 10, 2003 12:17 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-03-026341 · rrd20165.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,293.8 Read SEC document |
| September 25, 2003 Filed Oct 10, 2003 12:17 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-03-026341 · rrd20165.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · CEO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,543.8 Read SEC document |
| July 28, 2003 Filed Jul 30, 2003 17:41 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,337 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001181431-03-016218 · rrd14460.xml · derivative · entry 6 MAGNER MARJORIE · CIK 0001225173 · COO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,337 Underlying: Common Stock · 7,337 shares Expires 2008-01-28 F1 · balance_after: In addition, the Reporting Person directly beneficially owns 730,417 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 28, 2003 Filed Jul 30, 2003 17:41 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,502 | $0.00 Strike: $35.09 | $0.00 |
DisclosureSEC source: 0001181431-03-016218 · rrd14460.xml · derivative · entry 5 MAGNER MARJORIE · CIK 0001225173 · COO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,502 shares Expires 2008-01-28 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 28, 2003 Filed Jul 30, 2003 17:41 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 814 | $45.73 | $37,224.22 |
DisclosureSEC source: 0001181431-03-016218 · rrd14460.xml · nonDerivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · COO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,081.8 Read SEC document |
| July 28, 2003 Filed Jul 30, 2003 17:41 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 6,523 | $45.73 | $298,296.79 |
DisclosureSEC source: 0001181431-03-016218 · rrd14460.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · COO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,895.8 Read SEC document |
| July 28, 2003 Filed Jul 30, 2003 17:41 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 8,502 | $35.09 | $298,335.18 |
DisclosureSEC source: 0001181431-03-016218 · rrd14460.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · COO Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,418.8 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 18, 2003 Filed Jun 19, 2003 12:54 UTC | CITIGROUP INC C · Entity 2837 | GiftCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000831001-03-000391 · primary_doc.xml · nonDerivative · entry 4 MAGNER MARJORIE · CIK 0001225173 · COO - Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,916 F1 · balance_after: In addition, the Reporting Person indirectly beneficially owns 14,652 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 12:54 UTC | CITIGROUP INC C · Entity 2837 | GrantEmployee Stock Options (Right to Buy) · Derivative | 49,470 | $0.00 Strike: $45.24 | $0.00 |
DisclosureSEC source: 0000831001-03-000391 · primary_doc.xml · derivative · entry 6 MAGNER MARJORIE · CIK 0001225173 · COO - Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,470 Underlying: Common Stock · 49,470 shares Expires 2008-11-02 F2 · balance_after: In addition, the Reporting Person directly beneficially owns 689,449 options to purchase 689,449 shares of common stock which have various exercise prices, exercise dates and expiration dates. Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 12:54 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 55,233 | $0.00 Strike: $37.65 | $0.00 |
DisclosureSEC source: 0000831001-03-000391 · primary_doc.xml · derivative · entry 5 MAGNER MARJORIE · CIK 0001225173 · COO - Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,233 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 12:54 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 3,504 | $45.24 | $158,520.96 |
DisclosureSEC source: 0000831001-03-000391 · primary_doc.xml · nonDerivative · entry 3 MAGNER MARJORIE · CIK 0001225173 · COO - Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,416 Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 12:54 UTC | CITIGROUP INC C · Entity 2837 | Tax withholdingCommon Stock | 45,966 | $45.24 | $2,079,501.84 |
DisclosureSEC source: 0000831001-03-000391 · primary_doc.xml · nonDerivative · entry 2 MAGNER MARJORIE · CIK 0001225173 · COO - Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,920 Read SEC document |
| June 17, 2003 Filed Jun 19, 2003 12:54 UTC | CITIGROUP INC C · Entity 2837 | Exercise / conversionCommon Stock | 55,233 | $37.65 | $2,079,522.45 |
DisclosureSEC source: 0000831001-03-000391 · primary_doc.xml · nonDerivative · entry 1 MAGNER MARJORIE · CIK 0001225173 · COO - Global Consumer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,886 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.