Highest-materiality recent filing
Approved amendment to 2019 Stock Incentive Plan, adding 20M shares for future grants (879.5M for, 385.2M against).
Citigroup Q1 net income $5.8B ($3.06 EPS), revenue up 14% YoY
Net income $5.8B ($3.06 diluted EPS) vs $4.1B ($1.96) in Q1 2025, up 42%.
Citi recasts segment data: Retail Banking to Wealth, new Consumer Cards segment
Retail Banking transferred from USPB to Wealth; remaining USPB becomes new U.S. Consumer Cards segment.
Citi awards CEO Jane Fraser $42M for 2025 performance; net income up 13%
Total compensation: $42M ($1.5M salary, $40.5M incentive split 15% cash, 35% deferred stock, 50% PSUs).
Citigroup files new 6.500% Fixed Rate Reset Noncumulative Preferred Stock, Series JJ
Filed Certificate of Designations with Delaware Secretary of State on Feb 11, 2026.
Citigroup establishes 6.250% Noncumulative Preferred Stock, Series II
Filed Certificate of Designations for new preferred stock series with Delaware on Feb 2, 2026.
Citi reports Q4 EPS $1.19 (adjusted $1.81), revenue up 8% ex-Russia item; FY record revenue $85.2B
Net income $2.5B ($1.19 diluted EPS) vs $2.9B ($1.34) in Q4 2024; adjusted net income $3.6B ex-Russia loss.
Citigroup files supplemental indentures and updates security listing; no material news
Filed supplemental indentures dated Jan 9, 2026 with BNY Mellon as trustee.
Citi board approves sale of remaining Russia business, expects ~$1.2B pre-tax loss in Q4 2025
Board approved sale of AO Citibank (Russia operations), to be reported as held-for-sale in Q4 2025.
Citigroup issues new Series HH preferred stock with 6.625% fixed rate reset
Filed Certificate of Designations for 6.625% Fixed Rate Reset Noncumulative Preferred Stock, Series HH, with Delaware Secretary of State.
Citi names Gonzalo Luchetti CFO, integrates retail banking into wealth
Gonzalo Luchetti to become CFO in early March 2026, succeeding Mark Mason.
Citigroup CEO Jane Fraser elected Chair; receives $25M equity award and 1.055M options
Jane Fraser elected Chair of Citi's Board; John Dugan becomes Lead Independent Director.
Citigroup files Form 8-K listing registered securities under Section 12(b) — no material news
Exhibit 99.01 lists eight classes of securities registered on NYSE, including common stock (C) and trust preferred securities.
Citigroup Q3 net income $3.8B ($1.86 EPS) on record revenues of $22.1B, up 9% YoY
Revenue $22.1B (+9% YoY); net income $3.8B vs $3.2B; excluding $714M Banamex goodwill hit, EPS was $2.24.
Citi sells 25% Banamex stake to Chico Pardo; records $726M goodwill impairment
Chico Pardo to buy 25% (520M shares) of Banamex at 0.80x book value; consideration ~MXN 42B (~$2.3B).
Citigroup files updated list of SEC-registered securities
Common stock (C) and trust preferred securities (C/36Y, C N) listed on NYSE.
Citigroup files routine update to registered securities listing; no material news
Exhibit 99.01 lists common stock (C) and 11 trust preferred/medium-term note classes traded on NYSE.
Citigroup creates new 6.875% Fixed Rate Reset Noncumulative Preferred Stock, Series GG
Certificate of Designations filed July 22, 2025 for Series GG preferred stock with 6.875% fixed rate reset.
Citi Q2 2025 net income $4.0B, EPS $1.96, revenue +8% YoY
Net income $4.0B ($1.96 EPS) vs $3.2B ($1.52 EPS) in Q2 2024; revenue $21.7B +8%.
Citigroup files form of Master Note and legal opinion for Medium-Term Senior Notes, Series N
Filing includes Form of Master Note for Citigroup Global Markets Holdings Inc. Medium-Term Senior Notes, Series N.
Citi Fed stress test SCB cut 50bps to 3.6%; dividend to $0.60/share
Indicative Stress Capital Buffer reduced to 3.6% from 4.1%, a 50 bps decrease.
Citigroup elects Jonathan Moulds as new independent director
Jonathan Moulds elected to Citigroup board, effective June 16, 2025.
Citigroup issues 4.550% Fixed/Floating Subordinated Notes due 2035
Terms agreement for the subordinated notes offering signed May 27, 2025.
Citigroup files Form of Master Note for Medium-Term Senior Notes, Series G
Filed Exhibit 4.1 establishing terms for Series G Medium-Term Senior Notes.
Citigroup issues four senior note tranches due 2028 and 2031
Issued 4.643% Fixed/Floating Rate Senior Notes due 2028.
Citi shareholders approve 30M share increase for stock plan, re-elect all directors
All 12 director nominees elected; say-on-pay approved with ~87% of votes cast.
Citigroup issues two new senior note tranches: 4.113% fixed/floating due 2036 and floating due 2029
Terms agreements executed April 22, 2025 for 4.113% Fixed Rate/Floating Rate Senior Notes due April 29, 2036.
Citigroup Q1 2025 net income $4.1B ($1.96 EPS) on revenue $21.6B, up 21% and 3% YoY
Revenue $21.6B (+3% YoY), net income $4.1B (+21% YoY), EPS $1.96 vs $1.58 prior-year.
Citigroup issues 5.333% Fixed/Floating Rate Senior Notes due 2036
Terms Agreement dated March 20, 2025 for 5.333% Fixed/Floating Rate Senior Notes due March 27, 2036.
Citigroup issues three senior note tranches with maturities to 2056; principal amounts undisclosed
Issued 4.786% Fixed/Floating Senior Notes due March 4, 2029 (size not disclosed).
Citigroup appoints Nicole Giles as CAO and Controller; $13.7M in replacement equity
Nicole Giles, 53, named Chief Accounting Officer effective Feb 21, 2025, and Controller immediately.
Citigroup CEO Jane Fraser awarded $34.5M in 2024 compensation; net income up 37%
CEO Jane Fraser's 2024 total direct comp: $34.5M ($1.5M salary + $33M incentive; 50% in PSUs).
Citigroup creates new 6.950% Fixed Rate Reset Noncumulative Preferred Stock Series FF
Filed Certificate of Designations on Feb 11, 2025 for Series FF preferred stock with 6.950% fixed rate reset noncumulative.
Citi elects Titi Cole to board; Barbara Desoer to not stand for re-election at 2025 annual meeting
Board elected Titi Cole as director effective Jan 31, 2025; she previously served as Head of Legacy Franchises.
Citigroup issues 6.020% Fixed/Floating Rate Callable Subordinated Notes due 2036
Issued 6.020% Fixed Rate / Floating Rate Callable Subordinated Notes due January 24, 2036 under a terms agreement dated Jan 16, 2025.
Citi Q4 net income $2.9B ($1.34 EPS); FY 2024 net income $12.7B; board authorizes $20B buyback
Q4 revenues $19.6B (+12% YoY); full-year revenues $81.1B (+3% YoY); record years in Services, Wealth, USPB.
Citigroup establishes new 6.750% Fixed Rate Reset Noncumulative Preferred Series EE
Filed Certificate of Designations on Dec 2, 2024 for new 6.750% Fixed Rate Reset Noncumulative Preferred Stock, Series EE.
Citigroup issues 5.592% Fixed Rate Reset Callable Subordinated Notes due 2034
Offered 5.592% Fixed Rate Reset Callable Subordinated Notes due November 19, 2034.
Citi Q3 2024 net income $3.2B, EPS $1.51; revenue +1% YoY, costs -2%
Net income $3.2B ($1.51 diluted EPS) vs $3.5B ($1.63) prior year, down 9%.
Citigroup issues $1.5B of senior and subordinated notes in two tranches
Issued 4.542% Fixed/Floating Rate Callable Senior Notes due 2030.
Johnbull Okpara to resign as CAO and Controller effective Sept 10, 2024, to pursue another opportunity.
Citigroup files certificate for new 7.000% Fixed Rate Reset Noncumulative Preferred Stock, Series DD
Citigroup established a new preferred stock series: 7.000% Fixed Rate Reset Noncumulative Preferred Stock, Series DD.
Citigroup Q2 net income $3.2B ($1.52 EPS), revenue $20.1B up 4%; dividend raised 6%
Net income $3.2B vs $2.9B YoY; diluted EPS $1.52 vs $1.33; revenue $20.1B (+4% reported, +3% ex-divestitures).
Citigroup and Citibank assessed $135.6M in civil money penalties for regulatory compliance failures
Federal Reserve fines Citigroup $60.6M for inadequate progress on data quality and risk management remediation from 2020 order.
Citigroup SCB requirement drops 20bps to 4.1%; dividend to $0.56
SCB requirement decreases 20 bps to 4.1% effective Oct 1, 2024; final SCB by Aug 31, 2024.
Citigroup files routine update of Section 12(b) registered securities list
Exhibit 99.01 lists common stock (C) and multiple trust preferred and medium-term note classes registered on NYSE.
Citigroup creates new 7.125% Fixed Rate Reset Noncumulative Preferred Stock, Series CC
Filed Certificate of Designations for Series CC preferred stock with Delaware Secretary of State on May 28, 2024.
Citigroup shareholders approve 30M share increase in 2019 Stock Incentive Plan, extend term to 2029
Shareholders approved amending the 2019 Stock Incentive Plan: authorized shares increased by 30M, term extended to 2029 annual meeting.
Citigroup issues 5.070% Fixed/Floating Callable Senior Notes due 2028
Terms Agreement dated April 22, 2024 for 5.070% Fixed Rate / Floating Rate Callable Senior Notes due April 29, 2028.
Citigroup Q1 net income $3.4B ($1.58 EPS); revenues ex-divestiture up 3% YoY
Q1 revenue $21.1B (-2% reported; +3% ex-divestiture gain on India consumer sale).
On June 16, 2025, the Board of Directors (the Board) of Citigroup Inc. (Citigroup) elected Jonathan Moulds as a director of Citigroup and appointed him to the Board’s Risk Management Committee and Transformation Oversight Committee.
On February 13, 2025, Nicole Giles was appointed Chief Accounting Officer of Citigroup Inc. (Citi), effective as of February 21, 2025, and Controller of Citi, effective immediately.
Ms. Giles will replace Robert Walsh, who will step down as Citi’s interim Chief Accounting Officer, effective as of February 21, 2025.
On January 31, 2025, the Board of Directors (the Board) of Citigroup Inc. (Citigroup) elected Titilope Cole as a director of Citigroup.
On September 10, 2024, Robert Walsh, age 54, agreed to become interim Chief Accounting Officer of Citi, effective immediately, while a search for a permanent replacement is conducted.
On September 4, 2024, Johnbull Okpara informed Citigroup Inc. (Citi) that he would resign from his position of Chief Accounting Officer and Controller of Citi to pursue another opportunity, effective September 10, 2024.
Also on September 10, 2024, Patrick Scally agreed to become interim Controller of Citi, effective immediately.
Anand Selvakesari will no longer serve as Chief Executive Officer of Personal Banking and Wealth Management (PBWM) of Citi. Mr. Selvakesari will continue in his role as Citi’s Chief Operating Officer, and as a member of Citi’s Executive Management Team, reporting to Citi’s Chief Executive Officer.
Paco Ybarra, who as previously disclosed (see Exhibit 99.1) will retire in the first half of 2024 on a date to be determined, will no longer serve as Chief Executive Officer of the Institutional Clients Group (ICG) of Citi and will cease to be a Citi executive officer (Section 16 insider). Mr. Ybarra will become a Senior Advisor to Citi’s Executive Management Team and will serve in that capacity though his retirement date, reporting to Citi’s Chief Executive Officer.
Peter Babej will no longer serve as Chief Executive Officer of Citi’s Asia Pacific region. Mr. Babej will serve as Citi’s Interim Head of Banking and as a member of Citi’s Executive Management Team, reporting to Citi’s Chief Executive Officer, Jane Fraser, through his retirement effective in the first half of 2024 on a date to be determined.
On August 2, 2023, Paco Ybarra, Chief Executive Officer of the Institutional Clients Group , announced that he plans to retire from Citigroup, Inc., effective in the first half of 2024 on a date to be determined.
Effective as of March 21, 2023, Anand Selvakesari, the Chief Executive Officer of Personal Banking and Wealth Management (PBWM) of Citigroup Inc. (Citi), responsible for Citi’s U.S. Personal Banking and Global Wealth Management businesses, accepted a role as Citi’s Chief Operating Officer.
Max materiality 0.85 · Median 0.50 · Most common event other_material