2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Page Scott H | Other | 71,757 | Nov 8, 2019 |
| Dynner Alan R | Secretary | 12,538.83 | Nov 5, 2007 |
| Swaffield Payson F | President | 10,039 | Nov 2, 2020 |
| UBS Group AG | — | 5,148 | Dec 1, 2014 |
| Ubs Ag | — | 4,465 | Feb 10, 2009 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | McDermott Catherine | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 23, 2026 | Campo Peter | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 7, 2025 | Gerrity Kelley | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 7, 2025 | Bourgette Justin | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 22, 2024 | Hunt Clifton B | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 11, 2024 | Donovan Laura | Eaton Vance CCO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 23, 2023 | Topping Kenneth A | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 8, 2023 | FAUST THOMAS E JR | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 2, 2023 | O'Brien Tara | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 31, 2023 | May 5, 2023 | Stein Eric | President | Neutral | 90.0 | +50 | 12.53% | ✗ | - |
| Apr 5, 2023 | Pachnanda Anchal | Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 15, 2023 | Bowser Alan C. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 21, 2023 | Feb 23, 2023 | Paloma Partners Management Co | 10% Owner | Sell | 15.0 | -1,012 | -100.00% | ✗ | $22M |
| Dec 14, 2022 | Damon Jill | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 14, 2022 | DiLorenzo Nicholas | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 1, 2022 | Dec 1, 2022 | QUINTON KEITH | Other | Sell | 22.5 | -8,000 | -100.00% | ✗ | $83.4K |
| Mar 31, 2022 | May 5, 2022 | Stein Eric | President | Neutral | 85.0 | +35 | 9.76% | ✗ | - |
| Apr 22, 2022 | Paloma Partners Management Co | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 12, 2022 | Wiser Nancy A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 17, 2022 | Roessiger Kimberly M | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 17, 2022 | Damon Jill | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 23, 2021 | Dec 27, 2021 | QUINTON KEITH | Other | Buy | 95.0 | +8,000 | 100.00% | ✗ | $104.8K |
| Jul 1, 2021 | Gemma Maureen A. | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 1, 2021 | Roessiger Kimberly M | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 31, 2021 | Apr 30, 2021 | Stein Eric | President | Neutral | 90.0 | +35 | 10.72% | ✗ | - |
| Mar 22, 2021 | HYLTON LAURIE G | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 3, 2021 | Walsh Deidre E | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 2, 2020 | SWAFFIELD PAYSON F | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 31, 2020 | May 8, 2020 | Stein Eric | Other | Neutral | 85.0 | +25 | 8.54% | ✗ | - |
| Jan 9, 2020 | WEILHEIMER MICHAEL W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2019 | PAGE SCOTT H | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 31, 2019 | May 1, 2019 | Stein Eric | Other | Neutral | 90.0 | +53 | 21.49% | ✗ | - |
| Mar 6, 2019 | Baccei Kelley | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 24, 2019 | Taggart Harriett Tee | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 3, 2018 | QUINTON KEITH | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 2, 2018 | Smith Marcus L. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 19, 2018 | Sep 21, 2018 | MORGAN STANLEY | 10% Owner | Sell | 15.0 | -557 | -48.82% | ✗ | $12.8M |
| May 8, 2018 | PAGE SCOTT H | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 28, 2018 | VERNI RALPH F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2018 | FROIO RICHARD F SR | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 6, 2018 | Feb 9, 2018 | PAGE SCOTT H | Other | Buy | 97.5 | +20,000 | 235.29% | ✗ | $268.6K |
| Sep 29, 2017 | Eston Scott | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 9, 2016 | Wennerholm Scott E | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 7, 2016 | FETTING MARK R | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 8, 2016 | PAGE SCOTT H | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 11, 2016 | Stein Eric | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 8, 2016 | Szczurowski Andrew | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 8, 2016 | McDermott Catherine | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 1, 2016 | HYLTON LAURIE G | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 1, 2016 | WEILHEIMER MICHAEL W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 28, 2015 | Oct 29, 2015 | MORGAN STANLEY | 10% Owner | Buy | 56.3 | +1 | 0.09% | ✗ | $25K |
| Sep 11, 2015 | Sep 15, 2015 | MORGAN STANLEY | 10% Owner | Buy | 60.0 | +2 | 0.18% | ✗ | $50K |
| Sep 2, 2015 | Sep 4, 2015 | MORGAN STANLEY | 10% Owner | Buy | 65.0 | +4 | 0.35% | ✗ | $100K |
| Aug 12, 2015 | Aug 14, 2015 | MORGAN STANLEY | 10% Owner | Buy | 56.3 | +1 | 0.09% | ✗ | $25K |
| Jul 28, 2015 | Jul 30, 2015 | MORGAN STANLEY | 10% Owner | Buy | 56.3 | +1 | 0.09% | ✗ | $25K |
| Jul 16, 2015 | Jul 20, 2015 | MORGAN STANLEY | 10% Owner | Buy | 65.0 | +5 | 0.44% | ✗ | $125K |
| Jul 1, 2015 | PEARLMAN RONALD A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 6, 2015 | Sutherland Susan J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 1, 2014 | UBS Group AG | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 1, 2014 | FREEDMAN ALLEN | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 29, 2014 | Gorman George J. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 29, 2014 | Frost Cynthia | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 31, 2014 | STOUT LYNN A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2014 | Mosley Valerie | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 3, 2014 | Esty Benjamin | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 2, 2013 | Jul 5, 2013 | MORGAN STANLEY | 10% Owner | Buy | 56.3 | +1 | 0.09% | ✗ | $20.5K |
| Jun 19, 2013 | Jun 21, 2013 | UBS AG | 10% Owner | Neutral | 55.0 | +4 | 0.08% | ✗ | - |
| Mar 1, 2013 | Kirchner James F | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 1, 2013 | CAMPBELL BARBARA E | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 6, 2012 | Dec 10, 2012 | UBS AG | 10% Owner | Neutral | 47.5 | +2 | 0.04% | ✗ | - |
| Sep 1, 2011 | Taggart Harriett Tee | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 1, 2011 | Eston Scott | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 30, 2011 | May 17, 2011 | SWAFFIELD PAYSON F | President | Neutral | 90.0 | +3,718 | 58.82% | ✗ | - |
| May 2, 2011 | May 9, 2011 | MORGAN STANLEY | 10% Owner | Buy | 56.3 | +1 | 0.09% | ✗ | $25K |
| May 2, 2011 | May 6, 2011 | MORGAN STANLEY | 10% Owner | Neutral | 55.0 | +1 | 0.09% | ✗ | - |
| May 2, 2011 | PAGE SCOTT H | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2011 | VENEZIA MARK S | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2011 | WEILHEIMER MICHAEL W | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2011 | SCHIFF SUSAN | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2011 | McDermott Catherine | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2011 | JOHNSTON CHRISTINE M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2011 | BOTTHOF MICHAEL B | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2011 | BOTTHOF MICHAEL B | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 28, 2010 | STEIGER HEIDI L | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 19, 2010 | Dec 3, 2010 | JOHNSTON CHRISTINE M | Other | Sell | 26.3 | -901 | -50.63% | ✗ | $14.6K |
| May 14, 2010 | May 17, 2010 | VENEZIA MARK S | President | Sell | 22.5 | -8,000 | -100.00% | ✗ | $127.5K |
| Jan 11, 2010 | MORGAN STANLEY | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 8, 2009 | JOHNSTON CHRISTINE M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 10, 2009 | VENEZIA MARK S | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 10, 2009 | UBS AG | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 21, 2008 | Peters Frame Helen | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 1, 2008 | REAMER NORTON H | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 6, 2008 | Gemma Maureen A. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 4, 2008 | PELLETIER JOHN E | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2008 | Witkos Matthew J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2008 | Whelan Robert J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2008 | Saltonstall George W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2008 | RICHARDSON DUNCAN W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2008 | Jones Lisa | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2008 | Gemma Maureen A. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - |