Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 11, 2025 | December 16, 2025 |
| Invesco Ltd.IVZ · Entity 125 | Director | May 15, 2026 | May 19, 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.
BILL Holdings, Inc.
Report date December 11, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,278 |
Reported balance
After 2025-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 7,278 · Balance 7,278 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date.
Invesco Ltd.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 48,770 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 8,112 · Balance 48,770 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CITIZENS FINANCIAL GROUP INC/RI
Report date March 01, 2025 · Filed March 04, 2025
Section 16 reporting ended · disclosed 2025-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 195,894 |
Ending reported balance
After 2025-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-01 · Grant · Acquired 28,402 · Balance 204,968 F1: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Row 2 · 2025-03-01 · Tax withholding · Disposed 9,074 · Balance 195,894 |
Filing footnotes · ownership attribution and instrument terms
F1: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 19, 2026 21:32 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 8,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001800698-26-000002 · wk-form4_1779226323.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,770 Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001800698-25-000005 · form4-12162025_121208.xml · derivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,278 Underlying: Common Stock · 7,278 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 15, 2025 Filed May 19, 2025 19:34 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026482 · wk-form4_1747683283.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,658 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:11 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 9,074 | $45.77 | $415,316.98 |
DisclosureSEC source: 0000759944-25-000040 · wk-form4_1741126269.xml · nonDerivative · entry 2 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,894 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:11 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 28,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000040 · wk-form4_1741126269.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,968 F1 · shares: This reflects shares of common stock of the Company, par value $0.01, which have been granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 21:58 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 6,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000020 · wk-form4_1739483881.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,566 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 Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 21:08 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 43,490 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000121 · wk-form4_1718399279.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,346 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 Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:38 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 11,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024099 · wk-form4_1715978257.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,930 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:07 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 8,588 | $31.39 | $269,577.32 |
DisclosureSEC source: 0000759944-24-000049 · wk-form4_1709593591.xml · nonDerivative · entry 2 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,856 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:07 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 20,036 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000049 · wk-form4_1709593591.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,444 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 |
| February 14, 2024 Filed Feb 16, 2024 00:20 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 8,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000020 · wk-form4_1708042794.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,408 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 |
| May 15, 2023 Filed May 17, 2023 20:26 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 12,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030186 · doc4.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,975 Read SEC document |
| May 13, 2023 Filed May 16, 2023 21:42 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 1,764 | $24.80 | $43,747.20 |
DisclosureSEC source: 0000759944-23-000090 · wk-form4_1684273341.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,648 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:09 UTC | Invesco Ltd. IVZ · Entity 125 | GrantCommon Shares | 3,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019610 · doc4.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 22:47 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 4,658 | $41.61 | $193,819.38 |
DisclosureSEC source: 0000759944-23-000042 · wf-form4_167788360112278.xml · nonDerivative · entry 3 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,412 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 2,114 | $41.76 | $88,280.64 |
DisclosureSEC source: 0000759944-23-000042 · wf-form4_167788360112278.xml · nonDerivative · entry 2 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,070 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:47 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 13,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-23-000042 · wf-form4_167788360112278.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,184 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 |
| February 15, 2023 Filed Feb 17, 2023 21:46 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 11,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-23-000032 · wf-form4_167667035274168.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,846 F1 · shares: Reflects awards 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 |
| June 21, 2022 Filed Jun 22, 2022 22:12 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 9,473 | $35.04 | $331,933.92 |
DisclosureSEC source: 0000759944-22-000107 · wf-form4_165593590511447.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,990 Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:02 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 1,165 | $48.56 | $56,572.40 |
DisclosureSEC source: 0000759944-22-000041 · wf-form4_164634490054090.xml · nonDerivative · entry 3 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,463 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:02 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 3,155 | $52.42 | $165,385.10 |
DisclosureSEC source: 0000759944-22-000041 · wf-form4_164634490054090.xml · nonDerivative · entry 2 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,628 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:02 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 10,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000041 · wf-form4_164634490054090.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,783 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 |
| February 25, 2022 Filed Mar 1, 2022 00:23 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 4,702 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000034 · wf-form4_164609417180051.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,513 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 22:26 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 771 | $44.30 | $34,155.30 |
DisclosureSEC source: 0000759944-21-000039 · wf-form4_161481033449006.xml · nonDerivative · entry 3 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,811 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:26 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 2,889 | $43.44 | $125,498.16 |
DisclosureSEC source: 0000759944-21-000039 · wf-form4_161481033449006.xml · nonDerivative · entry 2 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,582 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:26 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 9,085 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000039 · wf-form4_161481033449006.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,471 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 21:38 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 5,942 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000007 · wf-form4_161316590182398.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,386 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 21:32 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 7,878 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000037 · wf-form4_158327113171970.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,279 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 21:32 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 3,835 | $31.69 | $121,531.15 |
DisclosureSEC source: 0000759944-20-000037 · wf-form4_158327113171970.xml · nonDerivative · entry 2 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,444 Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:12 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000020 · wf-form4_158162834643727.xml · nonDerivative · entry 1 Johnson Elizabeth S. · CIK 0001800698 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,401 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.