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, 2025 | March 04, 2025 |
| STATE STREET CORPSTT · Entity 242 | EVP and CFO | February 26, 2026 | March 02, 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 March 01, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 350,806 |
Ending reported balance
After 2025-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-01 · Grant · Acquired 22,831 · Balance 374,196 F1: Reflects an award in respect of shares of common stock of the company, par value $0.01, 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 23,390 · Balance 350,806 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award in respect of shares of common stock of the company, par value $0.01, granted to the filer pursuant to the Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan
STATE STREET CORP
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,215 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 16,112 · Balance 94,215 F1: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock 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 |
|---|---|---|---|---|---|---|
| February 26, 2026 Filed Mar 2, 2026 21:19 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 16,112 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000148 · wk-form4_1772486377.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,215 F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 20:02 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 78,103 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000549 · wk-form4_1756929731.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,103 F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:11 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 23,390 | $45.77 | $1,070,560.30 |
DisclosureSEC source: 0000759944-25-000039 · wk-form4_1741126257.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,806 Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:11 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 22,831 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000039 · wk-form4_1741126257.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,196 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 Amended and Restated Citizens Financial Group, Inc. 2014 Omnibus Incentive Plan Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 21:57 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 26,324 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-25-000017 · wk-form4_1739483847.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 351,365 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 21:07 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 72,484 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000118 · wk-form4_1718399244.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,041 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 |
| March 01, 2024 Filed Mar 4, 2024 23:07 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 26,949 | $31.39 | $845,929.11 |
DisclosureSEC source: 0000759944-24-000050 · wk-form4_1709593636.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,557 Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 23:07 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 30,864 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000050 · wk-form4_1709593636.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,506 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 | 38,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-24-000023 · wk-form4_1708042831.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,642 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 13, 2023 Filed May 16, 2023 21:41 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 10,536 | $24.80 | $261,292.80 |
DisclosureSEC source: 0000759944-23-000088 · wk-form4_1684273268.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,698 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 22:50 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 24,630 | $41.61 | $1,024,854.30 |
DisclosureSEC source: 0000759944-23-000049 · wf-form4_167788382098304.xml · nonDerivative · entry 3 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,234 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:50 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 5,141 | $41.76 | $214,688.16 |
DisclosureSEC source: 0000759944-23-000049 · wf-form4_167788382098304.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,864 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:50 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 24,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-23-000049 · wf-form4_167788382098304.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,005 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 21:51 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 69,629 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-23-000038 · wf-form4_167667066187410.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,672 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 |
| March 02, 2022 Filed Mar 3, 2022 22:04 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 2,898 | $48.56 | $140,726.88 |
DisclosureSEC source: 0000759944-22-000044 · wf-form4_164634500354441.xml · nonDerivative · entry 3 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,043 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:04 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 18,155 | $52.42 | $951,685.10 |
DisclosureSEC source: 0000759944-22-000044 · wf-form4_164634500354441.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,941 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:04 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 17,246 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000044 · wf-form4_164634500354441.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,096 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 00:21 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 28,499 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-22-000032 · wf-form4_164609405801498.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,850 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 | 2,898 | $44.30 | $128,381.40 |
DisclosureSEC source: 0000759944-21-000036 · wf-form4_161481023878910.xml · nonDerivative · entry 3 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,351 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:24 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 20,952 | $43.44 | $910,154.88 |
DisclosureSEC source: 0000759944-21-000036 · wf-form4_161481023878910.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,249 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 22:24 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 16,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000036 · wf-form4_161481023878910.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,201 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 21:43 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 36,889 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-21-000014 · wf-form4_161316618590961.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,174 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 21:31 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 18,757 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-20-000035 · wf-form4_158327108443411.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,728 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 21:31 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 20,443 | $31.69 | $647,838.67 |
DisclosureSEC source: 0000759944-20-000035 · wf-form4_158327108443411.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,285 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:13 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 21,156 | $36.94 | $781,502.64 |
DisclosureSEC source: 0000759944-19-000029 · wf-form4_155173037382632.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,971 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 20:13 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 16,216 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-19-000029 · wf-form4_155173037382632.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,127 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 22:02 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | Tax withholdingCommon Stock | 21,194 | $43.49 | $921,727.06 |
DisclosureSEC source: 0000759944-18-000026 · wf-form4_152028735892416.xml · nonDerivative · entry 2 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,911 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:02 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 12,405 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-18-000026 · wf-form4_152028735892416.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,105 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 21:34 UTC | CITIZENS FINANCIAL GROUP INC/RI CFG · Entity 1913 | GrantCommon Stock | 117,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000759944-17-000014 · wf-form4_148857681958118.xml · nonDerivative · entry 1 Woods John F · CIK 0001346528 · CFO (as of March 4, 2017) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,700 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.