| Mar 5, 2026 |
Mar 6, 2026 |
Siffermann William A
|
President |
Buy |
90.0
|
+100
|
10.62%
|
✗
|
$1.2K |
|
Feb 23, 2026 |
Castro Joseph
|
EVP, Chief Risk & Compliance |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 20, 2026 |
Page Robert Tanner
|
VP and Treasurer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 2, 2026 |
Jan 5, 2026 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Buy |
52.5
|
-
|
0.00%
|
✗
|
$86.1 |
| Mar 21, 2025 |
Mar 24, 2025 |
Siffermann William A
|
President |
Buy |
90.0
|
+300
|
70.70%
|
✗
|
$3.5K |
|
Dec 3, 2024 |
Cardella Marc
|
VP and Controller |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 2, 2024 |
Jul 2, 2024 |
Robert Young L
|
Other |
Buy |
95.0
|
+16,977
|
107.79%
|
✗
|
$200K |
| Apr 5, 2024 |
Apr 5, 2024 |
Jones Nathaniel T.
|
President |
Buy |
91.3
|
+1,000
|
100.00%
|
✗
|
$11.2K |
|
Mar 11, 2024 |
Ramsay Mary Beth
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2024 |
Forrester Michael A
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 10, 2024 |
STARR LOREN M
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 10, 2024 |
KENNY THOMAS J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 10, 2024 |
Boateng Joseph A
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Nov 17, 2023 |
Nov 20, 2023 |
Robert Young L
|
Other |
Buy |
95.0
|
+15,750
|
100.00%
|
✗
|
$169K |
| Oct 26, 2023 |
Oct 26, 2023 |
Jones Nathaniel T.
|
President |
Sell |
27.5
|
-802
|
-100.00%
|
✗
|
$7.7K |
| Sep 21, 2023 |
Sep 21, 2023 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,310
|
33.62%
|
✗
|
$13.7K |
| Mar 30, 2023 |
Apr 5, 2023 |
Siffermann William A
|
President |
Buy |
90.0
|
+100
|
30.83%
|
✗
|
$1.1K |
|
Aug 15, 2022 |
Stenersen Trey III
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 8, 2022 |
Black Brett
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 21, 2022 |
McCann John M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 28, 2021 |
Jul 29, 2021 |
ZIMMERMAN GIFFORD R
|
President |
Sell |
26.3
|
-1,000
|
-50.00%
|
✗
|
$16.3K |
| Jul 14, 2021 |
Jul 15, 2021 |
ZIMMERMAN GIFFORD R
|
President |
Sell |
26.3
|
-1,500
|
-42.86%
|
✗
|
$24.4K |
|
Jul 8, 2021 |
Medero Joanne
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2021 |
Lancellotta Amy B.R.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Apr 12, 2021 |
Apr 14, 2021 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
90.0
|
+1,820
|
33.36%
|
✗
|
- |
|
Nov 25, 2020 |
Thornton Matthew III
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 6, 2020 |
Morgan Deann
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Feb 18, 2020 |
Feb 20, 2020 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
90.0
|
+720
|
100.00%
|
✗
|
- |
|
Oct 17, 2019 |
Meissner Jon Scott
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 16, 2019 |
Longerstaey Jacques M
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 16, 2019 |
Lockhart Brian J
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 18, 2019 |
Wickerham E. Scott
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Dec 13, 2018 |
Dec 17, 2018 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Nov 29, 2018 |
Dec 3, 2018 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Sep 21, 2018 |
Sep 26, 2018 |
TOTH TERENCE J
|
Other |
Sell |
22.5
|
-4,444
|
-53.29%
|
✗
|
$56.7K |
| Apr 13, 2018 |
Apr 16, 2018 |
Siffermann William A
|
President |
Buy |
90.0
|
+200
|
160.87%
|
✗
|
$2.6K |
|
Feb 28, 2018 |
Meyers William T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 28, 2018 |
Winget Demark L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 29, 2018 |
Jan 31, 2018 |
WELLS FARGO & COMPANY/MN
|
10% Owner |
Neutral |
90.0
|
+2,000
|
49.14%
|
✗
|
- |
| Jan 23, 2018 |
Jan 25, 2018 |
ZIMMERMAN GIFFORD R
|
Secretary |
Buy |
91.3
|
+2,000
|
133.33%
|
✗
|
$27.4K |
|
Aug 11, 2017 |
Siffermann William A
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 11, 2017 |
PERRY MICHAEL A
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Aug 8, 2017 |
Aug 10, 2017 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+872
|
11.68%
|
✗
|
$12.5K |
|
Aug 9, 2017 |
Ryan Timothy T
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 9, 2017 |
Candido Stephen
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 26, 2017 |
Jul 27, 2017 |
BARCLAYS PLC
|
10% Owner |
Sell |
15.0
|
-750
|
-96.15%
|
✗
|
$75M |
| Jul 25, 2017 |
Jul 26, 2017 |
BARCLAYS PLC
|
10% Owner |
Sell |
17.5
|
-37
|
-26.81%
|
✗
|
$3.7M |
| Jul 17, 2017 |
Jul 18, 2017 |
BARCLAYS PLC
|
10% Owner |
Sell |
17.5
|
-12
|
-8.00%
|
✗
|
$1.2M |
|
Jul 17, 2017 |
BARCLAYS PLC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 17, 2017 |
BARCLAYS PLC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 10, 2017 |
Robert Young L
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jun 1, 2017 |
Jun 16, 2017 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,772
|
38.35%
|
✗
|
$25K |
| Jun 1, 2017 |
Jun 5, 2017 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,772
|
31.11%
|
✗
|
$25K |
| Apr 24, 2017 |
Apr 25, 2017 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,800
|
46.20%
|
✗
|
$24.9K |
| Feb 21, 2017 |
Feb 22, 2017 |
ZIMMERMAN GIFFORD R
|
Chief Administrative Officer |
Buy |
91.3
|
+1,500
|
100.00%
|
✗
|
$20.6K |
|
Oct 11, 2016 |
Rohrbacher Christopher M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Oct 3, 2016 |
Oct 6, 2016 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
90.0
|
+1,650
|
43.36%
|
✗
|
- |
|
Sep 14, 2016 |
WELLS FARGO BANK N A
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Sep 12, 2016 |
Sep 14, 2016 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
90.0
|
+435
|
12.91%
|
✗
|
- |
|
Jul 8, 2016 |
MOSCHNER ALBIN F
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 1, 2016 |
Jul 6, 2016 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
90.0
|
+720
|
27.17%
|
✗
|
- |
|
Jun 24, 2016 |
Jones Nathaniel T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| May 6, 2016 |
May 10, 2016 |
ZIMMERMAN GIFFORD R
|
Chief Administrative Officer |
Sell |
26.3
|
-1,000
|
-100.00%
|
✗
|
$15.6K |
|
Feb 24, 2016 |
WOLFF MARGARET L.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 14, 2015 |
Hlavacek Sherri A
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 5, 2015 |
LAMB DAVID J
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 6, 2014 |
Jan 8, 2014 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-1,204
|
-100.00%
|
✗
|
$120.4M |
| Dec 23, 2013 |
Dec 26, 2013 |
ADAMS WILLIAM IV
|
President |
Sell |
20.0
|
-26,500
|
-82.55%
|
✗
|
$340.8K |
|
Dec 12, 2013 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Sep 10, 2013 |
SCHREIER THOMAS S JR
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Sep 10, 2013 |
Nelson John Kevin
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Aug 8, 2013 |
Aug 12, 2013 |
ZIMMERMAN GIFFORD R
|
Chief Administrative Officer |
Buy |
91.3
|
+1,000
|
100.00%
|
✗
|
$12.5K |
|
Jul 25, 2013 |
Slager Joel T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 28, 2011 |
Aug 22, 2012 |
CITIGROUP INC
|
10% Owner |
Buy |
100.0
|
+1,204
|
100.00%
|
✗
|
$120.4M |
|
Aug 25, 2011 |
Hlavin Steven M.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Aug 24, 2011 |
Aug 24, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
17.5
|
-187
|
-100.00%
|
✗
|
$4.7M |
| Aug 22, 2011 |
Aug 24, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-353
|
-100.00%
|
✗
|
- |
| Aug 19, 2011 |
Aug 22, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-504
|
-72.94%
|
✗
|
$12.6M |
| Aug 19, 2011 |
Aug 19, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-229
|
-100.00%
|
✗
|
- |
| Apr 11, 2011 |
May 13, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Buy |
52.5
|
-
|
0.00%
|
✗
|
$1.1 |
|
Jan 12, 2011 |
STRINGER VIRGINIA
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 12, 2011 |
Prudhomme Kathleen L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
WHITE DOUGLAS J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
Hamilton Michael S.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
DRAHN CHRISTOPHER L
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Nov 15, 2010 |
Nov 17, 2010 |
TOTH TERENCE J
|
Other |
Sell |
26.3
|
-1,500
|
-27.80%
|
✗
|
$19.9K |
| Oct 5, 2010 |
Oct 7, 2010 |
TOTH TERENCE J
|
Other |
Sell |
26.3
|
-850
|
-13.61%
|
✗
|
$12.5K |
| Sep 10, 2010 |
Sep 14, 2010 |
MARTIN LARRY W
|
V.P. and Asst. Secretary |
Buy |
91.3
|
+2,500
|
27.78%
|
✗
|
$25.4K |
| Aug 31, 2010 |
Sep 2, 2010 |
MARTIN LARRY W
|
V.P. and Asst. Secretary |
Buy |
91.3
|
+1,700
|
32.08%
|
✗
|
$17.3K |
| Aug 27, 2010 |
Aug 31, 2010 |
MARTIN LARRY W
|
V.P. and Asst. Secretary |
Buy |
91.3
|
+1,000
|
23.26%
|
✗
|
$10.2K |
| Aug 26, 2010 |
Aug 30, 2010 |
MARTIN LARRY W
|
V.P. and Asst. Secretary |
Buy |
91.3
|
+4,300
|
100.00%
|
✗
|
$43.7K |
|
Aug 6, 2010 |
McCarthy Michelle Ann
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jun 23, 2010 |
Jun 25, 2010 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,075
|
20.79%
|
✗
|
$14.8K |
| Apr 26, 2010 |
Apr 28, 2010 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,250
|
31.88%
|
✗
|
$17.6K |
|
Nov 27, 2009 |
Grace Scott S
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Oct 6, 2009 |
Oct 14, 2009 |
ROMANS SCOTT R
|
Portfolio Manager |
Sell |
26.3
|
-1,025
|
-100.00%
|
✗
|
$14.3K |
| Apr 20, 2005 |
Oct 13, 2009 |
ROMANS SCOTT R
|
Portfolio Manager |
Buy |
91.3
|
+1,025
|
100.00%
|
✗
|
$14.7K |
| Aug 4, 2009 |
Aug 6, 2009 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+3,921
|
100.00%
|
✗
|
$49.9K |
|
Apr 1, 2009 |
Ruane James
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Ruane James
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |