| Feb 25, 2026 |
Feb 27, 2026 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Sell |
52.5
|
-
|
0.00%
|
✗
|
$0.7 |
|
Feb 23, 2026 |
Castro Joseph
|
EVP, Chief Risk & Compliance |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 26, 2026 |
Jan 28, 2026 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Buy |
52.5
|
-
|
0.00%
|
✗
|
$101.2 |
| Jan 2, 2026 |
Jan 5, 2026 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Buy |
52.5
|
-
|
0.00%
|
✗
|
$577.1 |
| Dec 11, 2025 |
Dec 15, 2025 |
TOTH TERENCE J
|
Other |
Buy |
95.0
|
+6,677
|
100.00%
|
✗
|
$85K |
|
Nov 5, 2025 |
Page Robert Tanner
|
VP and Treasurer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Oct 3, 2025 |
Oct 7, 2025 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Sell |
52.5
|
-
|
0.00%
|
✗
|
$105 |
| Sep 26, 2025 |
Oct 1, 2025 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Buy |
52.5
|
-
|
0.00%
|
✗
|
$1 |
|
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
|
+16,131
|
100.00%
|
✗
|
$200K |
|
Mar 11, 2024 |
Ramsay Mary Beth
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 8, 2024 |
Nelson James N III
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2024 |
STARR LOREN M
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2024 |
Forrester Michael A
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2024 |
KENNY THOMAS J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2024 |
Boateng Joseph A
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Nov 17, 2023 |
Nov 20, 2023 |
Robert Young L
|
Other |
Sell |
22.5
|
-14,999
|
-100.00%
|
✗
|
$167.7K |
| Nov 17, 2023 |
Nov 17, 2023 |
TOTH TERENCE J
|
Other |
Sell |
26.3
|
-3,450
|
-100.00%
|
✗
|
$38.6K |
|
Oct 16, 2023 |
Dejong Kristen
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Sep 1, 2023 |
Sep 5, 2023 |
JPMorgan Chase Bank, N.A.
|
10% Owner |
Neutral |
27.5
|
-3,360
|
-100.00%
|
✗
|
- |
| Jul 6, 2023 |
Jul 6, 2023 |
LAMB DAVID J
|
President |
Buy |
95.0
|
+5,000
|
83.33%
|
✗
|
$57.4K |
| Feb 24, 2023 |
Mar 2, 2023 |
LAMB DAVID J
|
President |
Buy |
95.0
|
+6,000
|
100.00%
|
✗
|
$70K |
| Nov 28, 2022 |
Nov 28, 2022 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+2,150
|
165.38%
|
✗
|
$25.9K |
|
Aug 15, 2022 |
Stenersen Trey III
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 7, 2022 |
Black Brett
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 21, 2022 |
McCann John M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2021 |
Medero Joanne
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2021 |
Lancellotta Amy B.R.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jun 11, 2021 |
Jun 11, 2021 |
ZIMMERMAN GIFFORD R
|
President |
Sell |
26.3
|
-694
|
-99.94%
|
✗
|
$11.9K |
|
Nov 25, 2020 |
Thornton Matthew III
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 6, 2020 |
JPMorgan Chase Bank, N.A.
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jun 24, 2020 |
Jun 26, 2020 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-3,360
|
-100.00%
|
✗
|
$336M |
|
Mar 6, 2020 |
Morgan Deann
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Dec 10, 2019 |
Dec 12, 2019 |
ZIMMERMAN GIFFORD R
|
Secretary |
Sell |
26.3
|
-1,289
|
-64.99%
|
✗
|
$21K |
|
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 17, 2018 |
Dec 19, 2018 |
BRENNAN PAUL L
|
V.P. & Assistant Secretary |
Sell |
22.5
|
-4,900
|
-100.00%
|
✗
|
$61K |
|
Nov 13, 2018 |
WELLS FARGO & COMPANY/MN
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2018 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Nov 6, 2018 |
Nov 7, 2018 |
JPMorgan Chase Bank, N.A.
|
10% Owner |
Sell |
15.0
|
-5,310
|
-100.00%
|
✗
|
$531M |
| Feb 16, 2018 |
Mar 12, 2018 |
Toronto Dominion Investments, Inc.
|
10% Owner |
Buy |
100.0
|
+1,550
|
103.33%
|
✗
|
$155M |
|
Feb 28, 2018 |
Winget Demark L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 28, 2018 |
Meyers William T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Feb 16, 2018 |
Feb 21, 2018 |
Toronto Dominion Investments, Inc.
|
10% Owner |
Buy |
47.5
|
-
|
0.00%
|
✗
|
$155K |
| Feb 1, 2018 |
Feb 2, 2018 |
ROMANS SCOTT R
|
Portfolio Manager |
Sell |
26.3
|
-2,509
|
-63.24%
|
✗
|
$36K |
|
Dec 14, 2017 |
Toronto Dominion Investments, Inc.
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 16, 2017 |
JPMorgan Chase Bank, N.A.
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Sep 6, 2017 |
Sep 11, 2017 |
TOTH TERENCE J
|
Other |
Buy |
91.3
|
+1,300
|
100.00%
|
✗
|
$20K |
|
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 10, 2017 |
Ryan Timothy T
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 9, 2017 |
Candido Stephen
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 28, 2017 |
Jul 28, 2017 |
J.P. Morgan Securities LLC
|
10% Owner |
Sell |
15.0
|
-563
|
-52.86%
|
✗
|
$56.3M |
|
Jul 28, 2017 |
J.P. Morgan Securities LLC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 6, 2017 |
Jul 10, 2017 |
J.P. Morgan Securities LLC
|
10% Owner |
Sell |
15.0
|
-729
|
-48.54%
|
✗
|
$72.9M |
|
Jul 10, 2017 |
J.P. Morgan Securities LLC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 10, 2017 |
Robert Young L
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
May 25, 2017 |
Toronto Dominion Investments, Inc.
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Apr 4, 2017 |
Apr 6, 2017 |
ROMANS SCOTT R
|
Portfolio Manager |
Buy |
91.3
|
+2,425
|
157.25%
|
✗
|
$35K |
| Oct 6, 2016 |
Oct 11, 2016 |
J.P. Morgan Securities LLC
|
10% Owner |
Sell |
15.0
|
-1,502
|
-100.00%
|
✗
|
$150.2M |
|
Oct 11, 2016 |
Rohrbacher Christopher M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Sep 29, 2016 |
Oct 4, 2016 |
J.P. Morgan Securities LLC
|
10% Owner |
Buy |
96.3
|
+75
|
5.26%
|
✗
|
$7.5M |
|
Oct 4, 2016 |
J.P. Morgan Securities LLC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2016 |
MOSCHNER ALBIN F
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 24, 2016 |
Jones Nathaniel T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jun 1, 2016 |
Jun 3, 2016 |
CITIGROUP INC
|
10% Owner |
Buy |
100.0
|
+2,550
|
314.81%
|
✗
|
$255M |
|
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%
|
✗
|
- |
| Oct 6, 2014 |
Oct 21, 2014 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-100
|
-10.99%
|
✗
|
$10M |
| Oct 15, 2014 |
Oct 17, 2014 |
BRENNAN PAUL L
|
V.P. & Assistant Secretary |
Buy |
91.3
|
+1,000
|
25.64%
|
✗
|
$13.7K |
| Apr 11, 2014 |
Jun 6, 2014 |
WELLS FARGO BANK N A
|
10% Owner |
Sell |
15.0
|
-1,692
|
-100.00%
|
✗
|
$169.2M |
|
Apr 4, 2014 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Dec 18, 2013 |
Jan 16, 2014 |
BRENNAN PAUL L
|
V.P. & Assistant Secretary |
Buy |
85.0
|
+200
|
5.41%
|
✗
|
$2.4K |
| Dec 18, 2013 |
Dec 20, 2013 |
BRENNAN PAUL L
|
V.P. & Assistant Secretary |
Buy |
91.3
|
+1,600
|
43.24%
|
✗
|
$19.5K |
|
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 26, 2013 |
Aug 28, 2013 |
FOY STEPHEN D
|
V.P. & Controller |
Sell |
26.3
|
-1,624
|
-100.00%
|
✗
|
$19.9K |
|
Jul 25, 2013 |
Slager Joel T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Oct 31, 2011 |
Nov 10, 2011 |
UBS AG
|
Other |
Neutral |
27.5
|
-553
|
-100.00%
|
✗
|
- |
| Oct 4, 2011 |
Oct 5, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-356
|
-100.00%
|
✗
|
- |
| Oct 4, 2011 |
Oct 5, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-545
|
-100.00%
|
✗
|
$13.6M |
| Sep 29, 2011 |
Oct 4, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-184
|
-100.00%
|
✗
|
- |
| Sep 29, 2011 |
Oct 3, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
16.3
|
-345
|
-38.76%
|
✗
|
$8.6M |
|
Sep 16, 2011 |
WELLS FARGO BANK N A
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 25, 2011 |
Hlavin Steven M.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 12, 2011 |
Jan 21, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-131
|
-100.00%
|
✗
|
- |
| Jan 18, 2011 |
Jan 20, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
20.0
|
-26
|
-2.84%
|
✗
|
$650K |
| Jan 11, 2011 |
Jan 20, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
16.3
|
-275
|
-8.37%
|
✗
|
$6.9M |
| Jan 12, 2011 |
Jan 14, 2011 |
CITIGROUP INC
|
10% Owner |
Sell |
17.5
|
-185
|
-8.02%
|
✗
|
$4.6M |
|
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 |
Hamilton Michael S.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
DRAHN CHRISTOPHER L
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
WHITE DOUGLAS J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Nov 16, 2010 |
Nov 18, 2010 |
BRENNAN PAUL L
|
V.P. & Assistant Secretary |
Buy |
90.0
|
+500
|
15.63%
|
✗
|
$6.7K |
|
Aug 5, 2010 |
McCarthy Michelle Ann
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 27, 2009 |
Grace Scott S
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |