C.WSA / Citigroup, Inc. - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Insider Trading Chart

Insider Roster and Profitability Metrics

This table shows the list known insiders, and is generated automatically from filings disclosed to the SEC. In addition to the names, most recent title, and director, officer, or 10% owner designation, we provide the latest disclosed holdings. Additionally, when possible we provide the historical trade performance for the insider. The historical trade performance is a weighted average of the performance of actual open-market purchase transactions made by the insider. For more information on how this is calculated, watch this YouTube webinar.

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Track Records of Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in C.WSA / Citigroup, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical .

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
2020-10-14	Jacobs Lew W IV	10,000	44.0857	10,000	44.0857	440,857	231	79.86	357,743	81.15
2019-02-07	COSTELLO ELLEN	3,100	62.4453	3,100	62.4453	193,580
2018-03-23	COSTELLO ELLEN	340	68.5699	340	68.5699	23,314
2018-01-22	COSTELLO ELLEN	975	78.2195	975	78.2195	76,264
2016-02-24	COSTELLO ELLEN	230	36.9835	230	36.9835	8,506
2016-02-19	COSTELLO ELLEN	350	38.5138	350	38.5138	13,480
2016-02-11	Callahan Don	5,700	35.0400	5,700	35.0400	199,728
2016-02-11	Mills William	1,000	912.5000	1,000	912.5000	912,500

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Track Records of Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in C.WSA / Citigroup, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical .

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2025-07-16	Henry Peter B.	3,000	90.4030	3,000	90.4030	271,209	0	90.0200	-1,149	-0.42
2025-04-30	DUGAN JOHN CUNNINGHAM	4,417	68.2574	4,417	68.2574	301,493
2025-02-14	Mason Mark	58,465	83.2086	58,465	83.2086	4,864,791
2025-02-14	Skyler Edward	35,545	82.4100	35,545	82.4100	2,929,263
2025-02-13	KHALIQ SYED SHAHMIR	4,000	81.6950	4,000	81.6950	326,780
2025-02-13	KHALIQ SYED SHAHMIR	7,500	81.7000	7,500	81.7000	612,750
2025-02-13	KHALIQ SYED SHAHMIR	11,252	81.7050	11,252	81.7050	919,345
2025-02-13	KHALIQ SYED SHAHMIR	4,008	81.7100	4,008	81.7100	327,494
2025-02-13	KHALIQ SYED SHAHMIR	3,240	81.7150	3,240	81.7150	264,757

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Transaction History

Click the link icon to see the full transaction history. Transactions reported as part of a 10b5-1 automatic trading plan will have an X in the column marked 10b-5.