CITIZENS FINANCIAL GROUP INC/RI

CFG · Financials · Bank · FY2025 filings ·

Scored by the financial-sector model

62FY2025 filing
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CITIZENS FINANCIAL GROUP INC/RI is a bank, scored by a separate financial-sector model — not the operating Moat Score you’ll see on other companies. A bank or insurer is a balance-sheet business the margin-and-ROIC lens doesn’t fit, so it’s read through the components below instead. The two models are calibrated differently and are not comparable: a financial-sector score is never ranked against, sorted with, or averaged into an operating Moat Score. How the models work.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

This machine-readable surface covers SEC ownership filings from 2003; it does not represent earlier paper-era records.

Records still being gathered — partial as of retrieval Sep 17, 2026.

Among the rows shown, A/F/M acquisition, payment or withholding, and exercise or conversion rows outnumber S sale rows (12 versus 0). The filing codes alone do not establish that every such row arose from a compensation plan.

Trailing-12-month totals and the 90-day cluster result are withheld because this issuer walk is incomplete.

InsiderShares owned afterDateFiling detail
Boss MatthewHead of Consumer BankingPayment of exercise price or tax liability (F)Table I · Disposed · Common Stock10,778$68.87$742,28173,824Sep 1, 2026
1 filed lot
  • Table I · Common Stock: 10,778 shares at $68.87 · code F · owned after 73,824 ·
Cumming Christine MDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock268.751Grant, award, or other acquisition (A)52,932.889Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 268.751 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 52,932.889 ·
SIEKERKA MICHELE NDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock134.488Grant, award, or other acquisition (A)66,456.162Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 134.488 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 66,456.162 ·
Leary Robert GDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock208.392Grant, award, or other acquisition (A)33,782.057Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 208.392 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 33,782.057 ·
KELLY EDWARD J IIIDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock246.184Grant, award, or other acquisition (A)39,908.537Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 246.184 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 39,908.537 ·
Swift ChristopherDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock162.168Grant, award, or other acquisition (A)26,288.752Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 162.168 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 26,288.752 ·
ZURAITIS MARITADirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock268.751Grant, award, or other acquisition (A)58,061.889Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 268.751 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 58,061.889 ·
Wade Claude E.DirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock47.213Grant, award, or other acquisition (A)7,653.559Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 47.213 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 7,653.559 ·
Lillis TerranceDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock246.184Grant, award, or other acquisition (A)39,908.537Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 246.184 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 39,908.537 ·
Alexander LeeDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock162.168Grant, award, or other acquisition (A)26,288.752Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 162.168 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 26,288.752 ·
Atkinson Tracy ADirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock78.444Grant, award, or other acquisition (A)12,716.477Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 78.444 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 12,716.477 ·
Cummings KevinDirectorGrant, award, or other acquisition (A)Table I · Acquired · Common Stock134.488Grant, award, or other acquisition (A)473,948.712Aug 13, 2026
1 filed lot
  • Table I · Common Stock: 134.488 shares at — (Grant, award, or other acquisition (A)) · code A · owned after 473,948.712 ·

Source-event as of . Retrieved .

Visual explainers

The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.

What the financial-sector model scores (bank)

29

Median ROE 8.3% on average equity, above the 10% hurdle in 11% of 9 years.

84

Q3 scored 2 evidenced ratios equally; reserve score is unadjusted for Q4 and capped at 70.

91

Profitable in 100% of 10 years, ROE steady.

81

Net interest income is 2.76% of average assets, very steady over 9 years through FY2025.

Not scored for this company

Canonical split-adjusted share history is incomplete; no book-value trend claim is made.
Underwriting applies to insurance carriers; not part of the bank model.

Scored 4 of 5 applicable components (bank model); weights renormalized over the scored set.

Fundamentals

The 15-year revenue, margin, and ROIC series is built for the operating model’s lens and isn’t published for banks and insurers — a balance-sheet business is read through the components above, not through operating-company margins.

Financial-sector score history

Reading
Aug 3, 202662
Jul 26, 202662
Jul 26, 202662

Append-only — readings are added, never rewritten. Only readings on the same methodology version (moat-index-financials@1.0.0) are comparable; a change across versions is a scoring change, not a company event.