Original fundamental research starts and ENDS here.
C
30 filings
Timeline Columns Start Research 8-K Categories
2025
Q4 5 filings
Nov
CFO Appointment
Gonzalo Luchetti appointed CFO effective March 2026, replacing Mark Mason
Nov
Q3 2025 Results
Financial data not available in provided excerpt
Oct
CEO Special Equity Award
$25M RSU award + 1.055M stock options to CEO Jane Fraser
Oct
Legal Opinion Filing
Opinion from Karen Wang, Esq. filed
Oct
Q3 2025 Earnings
Q3 2025 results announced Oct 14
Q3 8 filings
Sep
Sold 25% Banamex Stake
$2.3B sale price, $726M goodwill impairment
Sep
Legal Opinion Filing
Opinion of Karen Wang, Esq. filed as exhibit
Aug
Q2 2025 Results
Financial data not available in provided content
Jul
Preferred Stock Issuance
6.875% Fixed Rate Reset Noncumulative Preferred Stock Series GG via depositary shares
Jul
Legal Opinion Filing
Legal opinion from Karen Wang, Esq. filed as exhibit
Jul
Q2 Earnings
Q2 2025 results for quarter ended June 30, 2025
Jul
Medium-Term Senior Notes Documentation
Filed Master Note form for Series N MTN program
Jul
Fed Stress Test Results & Capital Actions
SCB requirement drops to 3.6% from 4.1%, dividend raised to $0.60
Q2 8 filings
Jun
Director Election
Jonathan Moulds elected to Board, appointed to Risk Management and Transformation Oversight Committees
Jun
Subordinated Notes Issuance
4.550% Fixed/Floating Rate Subordinated Notes due 2035
May
Medium-Term Senior Notes Registration
Filed Master Note form for Series G Medium-Term Senior Notes
May
Q1 2025 Results
Unable to extract specific revenue or EPS figures from provided XBRL metadata
May
Senior Notes Debt Offering
4 series of senior notes issued: 4.643% due 2028, 4.952% due 2031, plus floating rate notes due 2028 and 2031
May
Annual Shareholder Meeting Results
30M shares added to 2019 Stock Incentive Plan, 12 directors elected
Apr
Senior Notes Offering
Two tranches: 4.113% notes due 2036 and floating rate notes due 2029
Apr
Q1 2025 Earnings
Results for quarter ended March 31, 2025
Q1 9 filings
Mar
Senior Notes Issuance
5.333% Fixed/Floating Rate Senior Notes due March 2036
Mar
2025 Proxy Statement
Data incomplete - proxy contains structural info only, specific compensation amounts not provided
Mar
Senior Notes Issuance
Three tranches: 4.786% notes due 2029, 5.612% notes due 2056, floating rate notes due 2029
Feb
FY2024 Results
Unable to extract specific revenue and EPS figures from provided XBRL tags
📌 Continued exit from consumer banking operations in Asia with disposal of India and Taiwan consumer banking businesses completed in 2023
Feb
CEO Compensation Disclosed
Jane Fraser $34.5M total comp for 2024
Feb
New Chief Accounting Officer Appointed
Nicole Giles appointed CAO, $13.7M replacement awards
Feb
Preferred Stock Issuance
6.950% Fixed Rate Reset Noncumulative Preferred Stock, Series FF
Feb
Director Elected
Titilope Cole elected to Board, former Head of Legacy Franchises
Jan
Subordinated Notes Offering
6.020% Fixed/Floating Rate Subordinated Notes due Jan 2036