Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913 | Head of Business Services | June 30, 2022 | July 01, 2022 |
| Metallus Inc.MTUS · Entity 5137 | Director | April 30, 2026 | April 30, 2026 |
| NCR Atleos CorpNATL · Entity 4147 | Director | May 21, 2026 | May 26, 2026 |
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.
CITIZENS FINANCIAL GROUP INC/RI
Report date June 30, 2022 · Filed July 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,193 |
Reported balance
After 2022-06-30 transaction · row 1
1 source rowRow 1 · 2022-06-30 · Grant · Acquired 8,405 · Balance 51,193 F1: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan.
Metallus Inc.
Report date April 30, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 36,170 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 7,090 · Balance 36,170 F1: The reported transaction is an award of restricted stock units which will vest in full on April 30, 2027, subject to the terms of the grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock units which will vest in full on April 30, 2027, subject to the terms of the grant agreement.
NCR Atleos Corp
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,975 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 4,351 · Balance 23,975 F1: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program. The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program. The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on the vesting date.
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 21, 2026 Filed May 26, 2026 20:05 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 4,351 | $44.82 | $195,011.82 |
DisclosureSEC source: 0001681536-26-000003 · form4-05262026_080519.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,975 F1 · shares: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program. The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on the vesting date. Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 23:00 UTC | Metallus Inc. MTUS · Entity 5137 | GrantCommon Shares | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-198304 · ownership.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,170 F1 · shares: The reported transaction is an award of restricted stock units which will vest in full on April 30, 2027, subject to the terms of the grant agreement. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:08 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 7,121 | $25.98 | $185,003.58 |
DisclosureSEC source: 0001415889-25-014433 · form4-05232025_080535.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,624 F1 · shares: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program. The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on the vesting date. Read SEC document |
| May 07, 2025 Filed May 7, 2025 22:00 UTC | Metallus Inc. MTUS · Entity 5137 | GrantCommon Shares | 9,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-066042 · ownership.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,080 F1 · shares: The reported transaction is an award of restricted stock units which will vest in full on May 7, 2026, subject to the terms of the grant agreement. Read SEC document |
| May 21, 2024 Filed May 23, 2024 22:25 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 5,686 | $28.14 | $160,004.04 |
DisclosureSEC source: 0000950170-24-064134 · ownership.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,503 F1 · shares: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program. The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on the vesting date. Read SEC document |
| May 07, 2024 Filed May 7, 2024 23:00 UTC | Metallus Inc. MTUS · Entity 5137 | GrantCommon Shares | 5,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054906 · ownership.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,775 F1 · shares: The reported transaction is an award of restricted stock units which will vest in full on May 7, 2025, subject to the terms of the grant agreement. Read SEC document |
| October 23, 2023 Filed Oct 25, 2023 22:00 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 6,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053589 · doc4.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,817 F1 · shares: Reflects a grant of restricted stock units that vest on May 2, 2024. Read SEC document |
| May 02, 2023 Filed May 2, 2023 22:00 UTC | Metallus Inc. TMST · Entity 5137 | GrantCommon Shares | 7,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026650 · doc4.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,005 F1 · shares: The reported transaction is an award of restricted stock units which will vest in full on May 2, 2024, subject to the terms of the grant agreement. Read SEC document |
| November 02, 2022 Filed Nov 2, 2022 23:00 UTC | Metallus Inc. TMST · Entity 5137 | GrantCommon Shares | 6,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055394 · doc4.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,880 F1 · shares: The reported transaction is an award of restricted stock units which will vest in full on November 2, 2023, subject to the terms of the grant agreement. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:43 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 8,405 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000111 · wf-form4_165670100280081.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,193 F1 · shares: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:01 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 865 | $48.56 | $42,004.40 |
DisclosureSEC source: 0000759944-22-000040 · wf-form4_164634486577512.xml · nonDerivative · entry 3 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,637 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:01 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 2,936 | $52.42 | $153,905.12 |
DisclosureSEC source: 0000759944-22-000040 · wf-form4_164634486577512.xml · nonDerivative · entry 2 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,502 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:01 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 7,207 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000040 · wf-form4_164634486577512.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,438 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 00:20 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 5,015 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000031 · wf-form4_164609402584077.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,231 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 22:24 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 866 | $44.30 | $38,363.80 |
DisclosureSEC source: 0000759944-21-000037 · wf-form4_161481026298679.xml · nonDerivative · entry 3 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,671 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:24 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 3,349 | $43.44 | $145,480.56 |
DisclosureSEC source: 0000759944-21-000037 · wf-form4_161481026298679.xml · nonDerivative · entry 2 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,537 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:24 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 6,834 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000037 · wf-form4_161481026298679.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,886 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:42 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 6,761 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000013 · wf-form4_161316611986954.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,052 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:33 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 8,553 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000039 · wf-form4_158327117576222.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,275 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:33 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 2,615 | $31.69 | $82,869.35 |
DisclosureSEC source: 0000759944-20-000039 · wf-form4_158327117576222.xml · nonDerivative · entry 2 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,660 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:09 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 3,552 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000012 · wf-form4_158162816426749.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,722 F1 · shares: Reflects an award of shares of common stock of the company, par value $0.01, which has been granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:10 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 816 | $36.94 | $30,143.04 |
DisclosureSEC source: 0000759944-19-000025 · wf-form4_155173023603618.xml · nonDerivative · entry 2 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,132 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:10 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 7,135 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000025 · wf-form4_155173023603618.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,948 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:03 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 240 | $43.49 | $10,437.60 |
DisclosureSEC source: 0000759944-18-000028 · wf-form4_152028740029505.xml · nonDerivative · entry 2 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,813 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:03 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 5,685 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000028 · wf-form4_152028740029505.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,053 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:35 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 2,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-17-000019 · wf-form4_148857691852571.xml · nonDerivative · entry 1 Baker Mary Ellen · CIK 0001681536 · Head of Business Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,368 F1 · shares: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. 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.