James Renee Jo 4
Research Summary
AI-generated summary
CITIGROUP (C) Director James Jo Receives Stock Award
What Happened
James Renee Jo, a non-employee director of Citigroup Inc., was credited with two stock acquisitions under the issuer's director compensation plan on April 1, 2026. The filing shows: 6.826 shares acquired at $110.99 each (≈ $758) and 168.043 shares acquired at $110.99 each (≈ $18,651), for a combined total of 174.869 shares valued at roughly $19,409. These are reported as acquisition/award transactions (code A), not open-market purchases or sales.
Key Details
- Transaction date: 2026-04-01; Form 4 filed: 2026-04-02 (timely filing).
- Prices reported: $110.99 per share for both entries.
- Share counts and values: 6.826 shares (≈ $758) and 168.043 shares (≈ $18,651); combined ≈ 174.869 shares (~$19,409).
- Shares owned after transaction: not specified in the provided excerpt of the filing.
- Footnotes: F1 = reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors; F2 = deferred shares held by the issuer for the director's benefit under that plan.
- Transaction code: A (award/acquisition). No 10b5-1 plan, tax withholding, or late filing is indicated in the provided data.
Context
These entries reflect routine director compensation — dividend equivalent reinvestment and deferred-share credits under Citigroup’s non-employee director plan — rather than an open-market buy or sale. Such awards are common and do not necessarily signal the director’s personal trading view of the stock.