NYSE · SEC CIK 0000759944
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Aug 17, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| Saun Bruce VanResearch disclosed relationships | Chairman and CEO · Director | 1,102,413 sharesCommon stock, $0.01 par value per share | $72.22M | Jul 28, 2026 |
| Michele N. SiekerkaResearch disclosed relationships | Director | 66,456.161999999997 sharesCommon stock, $0.01 par value per share | $4.35M | Aug 17, 2026 |
| Marita ZuraitisResearch disclosed relationships | Director | 58,061.889000000003 sharesCommon stock, $0.01 par value per share | $3.8M | Aug 17, 2026 |
| Edward J. Kelly IIIResearch disclosed relationships | Director | 39,908.536999999997 sharesCommon stock, $0.01 par value per share | $2.61M | Aug 17, 2026 |
| Christopher SwiftResearch disclosed relationships | Director | 26,288.752 sharesCommon stock, $0.01 par value per share | $1.72M | Aug 17, 2026 |
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
SEC reporting-owner CIK 0001349356 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE · Current company | Director | 26,288.752 sharesCommon stock, $0.01 par value per share | $1.72M | Aug 17, 2026 |
SEC reporting-owner CIK 0001160225 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE · Current company | Director | 39,908.536999999997 sharesCommon stock, $0.01 par value per share | $2.61M | Aug 17, 2026 |
SEC reporting-owner CIK 0001198960 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE · Current company | Director | 58,061.889000000003 sharesCommon stock, $0.01 par value per share | $3.8M | Aug 17, 2026 |
SEC reporting-owner CIK 0001359490 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE · Current company | Director | 66,456.161999999997 sharesCommon stock, $0.01 par value per share | $4.35M | Aug 17, 2026 |
SEC reporting-owner CIK 0001199914 · 2 published company relationships
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE · Current company | Chairman and CEO · Director | 1,102,413 sharesCommon stock, $0.01 par value per share | $72.22M | Jul 28, 2026 | |
| MOODYS CORP /DE/ (MCO)NYSE | Director | 9,900.877 sharesCommon Stock, par value $0.01 per share | $4.64M | Sep 8, 2026 |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Aug 13, 2026Transaction date | Michele N. SiekerkaResearch disclosed relationships | AcquisitionSEC code A | Common stock, $0.01 par value per share | 134.488 shares | $0 | 66,456.162 shares | 66,456.161999999997 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Aug 13, 2026Transaction date | Edward J. Kelly IIIResearch disclosed relationships | AcquisitionSEC code A | Common stock, $0.01 par value per share | 246.184 shares | $0 | 39,908.537 shares | 39,908.536999999997 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Aug 13, 2026Transaction date | Christopher SwiftResearch disclosed relationships | AcquisitionSEC code A | Common stock, $0.01 par value per share | 162.168 shares | $0 | 26,288.752 shares | 26,288.752 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Aug 13, 2026Transaction date | Marita ZuraitisResearch disclosed relationships | AcquisitionSEC code A | Common stock, $0.01 par value per share | 268.751 shares | $0 | 58,061.889 shares | 58,061.889000000003 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Jul 24, 2026Transaction date | Saun Bruce VanResearch disclosed relationships | DispositionSEC code G | Common stock, $0.01 par value per share | 17,500 shares | $0 | 1,102,413 shares | 1,102,413 sharesOwner coverage latest filing Jul 28, 2026 | 4Filed Jul 28, 2026 |
| Jul 24, 2026Transaction date | Saun Bruce VanResearch disclosed relationships | DispositionSEC code G | Common stock, $0.01 par value per share | 20,850 shares | $0 | 1,119,913 shares | 1,102,413 sharesOwner coverage latest filing Jul 28, 2026 | 4Filed Jul 28, 2026 |
| Jul 24, 2026Transaction date | Saun Bruce VanResearch disclosed relationships | SaleSEC code S | Common stock, $0.01 par value per share | 129,369 shares | $72.07 | 1,140,763 shares | 1,102,413 sharesOwner coverage latest filing Jul 28, 2026 | 4Filed Jul 28, 2026 |
| Jun 2, 2025Transaction date | Christopher SwiftResearch disclosed relationships | PurchaseSEC code P | Common stock, $0.01 par value per share | 20 shares | $40.063 | 26,318.752 shares | 26,288.752 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Feb 6, 2024Transaction date | Christopher SwiftResearch disclosed relationships | PurchaseSEC code P | Common stock, $0.01 par value per share | 10 shares | $31.474 | 26,298.752 shares | 26,288.752 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed Aug 17, 2026 |
| Jun 23, 2015Transaction date | Saun Bruce VanResearch disclosed relationships | DispositionSEC code F | Common stock, $0.01 par value per share | 20,701 shares | $28.27 | 464,385 shares | 1,102,413 sharesOwner coverage latest filing Jul 28, 2026 | 4Filed Jun 25, 2015 |
| Jun 23, 2015Transaction date | Saun Bruce VanResearch disclosed relationships | AcquisitionSEC code A | Common stock, $0.01 par value per share | 39,922 shares | $0 | 485,086 shares | 1,102,413 sharesOwner coverage latest filing Jul 28, 2026 | 4Filed Jun 25, 2015 |
| May 5, 2015Transaction date | Marita ZuraitisResearch disclosed relationships | AcquisitionSEC code A | Common stock, $0.01 par value per share | 2,858 shares | $0 | 6,941 shares | 58,061.889000000003 sharesOwner coverage latest filing Aug 17, 2026 | 4Filed May 6, 2015 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 12 of 12 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Common stock, $0.01 par value per share | ordinary-share | 5 | $84.72M |
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 17, 2026Latest represented filing date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common stock, $0.01 par value per share: 26,288.752 sharesCurrent covered company value: $1.72M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 17, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | AcquisitionSEC code AEffective Aug 13, 2026 · transaction dateReported units 162.168 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 26,288.752 shares | 4 filing0000759944-26-000174 |
| Aug 17, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | PurchaseSEC code PEffective Feb 6, 2024 · transaction dateReported units 10 shares · reported price 31.474 | Common stock, $0.01 par value per shareReported position after transaction: 26,298.752 shares | 4 filing0000759944-26-000174 |
| Aug 17, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | PurchaseSEC code PEffective Jun 2, 2025 · transaction dateReported units 20 shares · reported price 40.063 | Common stock, $0.01 par value per shareReported position after transaction: 26,318.752 shares | 4 filing0000759944-26-000174 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 3 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 17, 2026Latest represented filing date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common stock, $0.01 par value per share: 39,908.536999999997 sharesCurrent covered company value: $2.61M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 17, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | AcquisitionSEC code AEffective Aug 13, 2026 · transaction dateReported units 246.184 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 39,908.537 shares | 4 filing0000759944-26-000175 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 1 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 17, 2026Latest represented filing date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common stock, $0.01 par value per share: 58,061.889000000003 sharesCurrent covered company value: $3.8M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 17, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | AcquisitionSEC code AEffective Aug 13, 2026 · transaction dateReported units 268.751 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 58,061.889 shares | 4 filing0000759944-26-000173 |
| May 6, 2015Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | AcquisitionSEC code AEffective May 5, 2015 · transaction dateReported units 2,858 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 6,941 shares | 4 filing0000759944-15-000049 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 2 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 17, 2026Latest represented filing date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common stock, $0.01 par value per share: 66,456.161999999997 sharesCurrent covered company value: $4.35M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 17, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | AcquisitionSEC code AEffective Aug 13, 2026 · transaction dateReported units 134.488 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 66,456.162 shares | 4 filing0000759944-26-000177 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 1 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Sep 8, 2026Latest represented filing date | MOODYS CORP /DE/ (MCO)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common Stock, par value $0.01 per share: 9,900.877 sharesCurrent covered company value: $4.64M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Sep 8, 2026Filed date | MOODYS CORP /DE/ (MCO)NYSE | AcquisitionSEC code AEffective Sep 4, 2026 · transaction dateReported units 7 shares · reported price 0 | Common Stock, par value $0.01 per shareReported position after transaction: 9,887.493 shares | 4 filing0001628280-26-060901 |
| Sep 8, 2026Filed date | MOODYS CORP /DE/ (MCO)NYSE | AcquisitionSEC code AEffective Sep 4, 2026 · transaction dateReported units 13.384 shares · reported price 0 | Common Stock, par value $0.01 per shareReported position after transaction: 9,900.877 shares | 4 filing0001628280-26-060901 |
| Jul 28, 2026Latest represented filing date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | Current covered snapshotChairman and CEO · DirectorValuation observation Sep 25, 2026 | Common stock, $0.01 par value per share: 1,102,413 sharesCurrent covered company value: $72.22M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Jul 28, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | SaleSEC code SEffective Jul 24, 2026 · transaction dateReported units 129,369 shares · reported price 72.07 | Common stock, $0.01 par value per shareReported position after transaction: 1,140,763 shares | 4 filing0000759944-26-000143 |
| Jul 28, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | DispositionSEC code GEffective Jul 24, 2026 · transaction dateReported units 20,850 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 1,119,913 shares | 4 filing0000759944-26-000143 |
| Jul 28, 2026Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | DispositionSEC code GEffective Jul 24, 2026 · transaction dateReported units 17,500 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 1,102,413 shares | 4 filing0000759944-26-000143 |
| Jun 25, 2015Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | AcquisitionSEC code AEffective Jun 23, 2015 · transaction dateReported units 39,922 shares · reported price 0 | Common stock, $0.01 par value per shareReported position after transaction: 485,086 shares | 4 filing0000759944-15-000062 |
| Jun 25, 2015Filed date | CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE | DispositionSEC code FEffective Jun 23, 2015 · transaction dateReported units 20,701 shares · reported price 28.27 | Common stock, $0.01 par value per shareReported position after transaction: 464,385 shares | 4 filing0000759944-15-000062 |
Company-level recent transaction history is published for 2 of 2 relationship companies in this graph; 7 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI (CFG)NYSE · Current company | Christopher SwiftSEC CIK 00013493564 chronology observationsEdward J. Kelly IIISEC CIK 00011602252 chronology observationsMarita ZuraitisSEC CIK 00011989603 chronology observationsMichele N. SiekerkaSEC CIK 00013594902 chronology observationsSaun Bruce VanSEC CIK 00011999146 chronology observations | 17Published chronology observationsLatest represented evidence Aug 17, 2026 | |
| MOODYS CORP /DE/ (MCO)NYSE | Saun Bruce VanSEC CIK 00011999143 chronology observations | 3Published chronology observationsLatest represented evidence Sep 8, 2026 |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.
