Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RICFG · Entity 1913 | Chief Financial Officer | March 01, 2026 | March 03, 2026 |
| STATE STREET CORPSTT · Entity 242 | Executive Vice President | August 15, 2020 | August 18, 2020 |
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 March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,774 |
Reported balance
After 2026-03-01 transaction · row 1
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 12,335 · Balance 79,774 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. |
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.
STATE STREET CORP
Report date August 15, 2020 · Filed August 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,116 |
Reported balance
After 2020-08-15 transaction · row 1
1 source rowRow 1 · 2020-08-15 · Tax withholding · Disposed 374 · Balance 17,116 F1: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 21:23 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 12,335 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-26-000055 · wk-form4_1772572994.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,774 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 |
| October 27, 2025 Filed Oct 28, 2025 20:13 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 67,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000150 · wk-form4_1761682394.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,424 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 |
| August 15, 2020 Filed Aug 18, 2020 20:13 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 374 | $70.53 | $26,378.22 |
DisclosureSEC source: 0000093751-20-000945 · wf-form4_159778161945626.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,116 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:33 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 372 | $54.41 | $20,240.52 |
DisclosureSEC source: 0000093751-20-000825 · wf-form4_158992758190560.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,490 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:14 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 5,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000717 · wf-form4_158318366822619.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,862 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:33 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 856 | $77.85 | $66,639.60 |
DisclosureSEC source: 0000093751-20-000667 · wf-form4_158214801131248.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,058 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:08 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 374 | $72.54 | $27,129.96 |
DisclosureSEC source: 0000093751-19-000656 · wf-form4_157419766896056.xml · nonDerivative · entry 1 BANERJEE AUNOY · CIK 0001787627 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,914 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.