2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Lynch Catherine A. | Director | 2,901 | Dec 26, 2017 |
| Toronto Dominion Investments, Inc. | — | 116 | Jul 6, 2022 |
| Toronto Dominion Holdings Usa Inc | — | 116 | Jul 6, 2022 |
| Td Group Us Holdings Llc | — | 116 | Jul 6, 2022 |
| Toronto Dominion Bank | — | 116 | Jul 6, 2022 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| May 16, 2025 | Minar Stephen Thomas | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 14, 2023 | Steinmetz Arthur Philip | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 6, 2023 | Wasserman Aaron David | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2023 | KALINOSKI MICHAEL | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2023 | Santiago Kristi Manidis | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2023 | OCONNOR WALTER | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 7, 2022 | Romaglino Christian | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 6, 2022 | Toronto Dominion Investments, Inc. | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 9, 2021 | Flores Lorenzo | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 21, 2021 | Harris Stayce D. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 21, 2021 | Holloman James Phillip | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 12, 2021 | Walker Trent | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2019 | GABBAY HENRY | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 16, 2018 | Fairbairn Robert W | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 26, 2017 | Dec 26, 2017 | Lynch Catherine A. | Director | Buy | 85.0 | +233 | 8.73% | ✗ | $3.9K |
| May 31, 2017 | Maloney Kevin | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 31, 2016 | Oct 31, 2016 | Lynch Catherine A. | Director | Buy | 91.3 | +2,668 | 100.00% | ✗ | $49.8K |
| Oct 21, 2016 | Oct 25, 2016 | CITIGROUP INC | 10% Owner | Sell | 16.3 | -56 | -100.00% | ✗ | $5.6M |
| Oct 14, 2016 | CITIGROUP INC | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 1, 2016 | Egan Cynthia | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 2, 2016 | Lynch Catherine A. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 21, 2015 | Diorio Jonathan | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2015 | Jun 29, 2015 | CITIGROUP INC | 10% Owner | Sell | 15.0 | -116 | -100.00% | ✗ | $11.6M |
| Jan 6, 2015 | NOVICK BARBARA | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2014 | Park Charles | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 13, 2013 | Jun 17, 2013 | CAVANAGH RICHARD | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $2K |
| Jun 14, 2012 | Mar 20, 2013 | CITIGROUP INC | 10% Owner | Sell | 15.0 | -262 | -69.31% | ✗ | $15.3M |
| Jul 6, 2012 | Jul 9, 2012 | CITIGROUP INC | 10% Owner | Sell | 17.5 | -146 | -100.00% | ✗ | $3.7M |
| May 25, 2012 | Crothers Robert | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 25, 2012 | Ahn Janey | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 3, 2012 | Powers John F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 28, 2011 | AUDET PAUL | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 20, 2011 | Castellano Michael J | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 18, 2011 | Perlowski John | CEO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 18, 2010 | SHAPIRO IRA P | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 6, 2009 | Kyne Brendan | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 10, 2008 | CITIGROUP INC | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 14, 2008 | Davis Dick | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 27, 2008 | Hayes Peter | Officer of the Advisor | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2008 | OCONNOR WALTER | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2008 | JAECKEL THEODORE R JR | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2008 | Soccio Phillip | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | KESTER CARL W | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | SUDDARTH ROSCOE | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | Fife Jay M. | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | Andrews Neal | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | GABBAY HENRY | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | FLYNN JAMES T | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | SALOMON ROBERT S JR | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | KINDELAN BRIAN P | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | Davis Richard | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2007 | Harris Jerrold B | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2007 | ROBARDS KAREN P | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2007 | Surloff Howard | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2007 | Beckwith George Nicholas III | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 1, 2006 | BURKE DONALD C | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 27, 2005 | FELDSTEIN KATHLEEN F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 26, 2004 | HUBBARD ROBERT GLENN | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 1, 2004 | Jun 3, 2004 | BLACKROCK FUNDING INC | Other | Sell | 26.3 | -1,700 | -100.00% | ✗ | $23.8K |
| May 27, 2004 | Jun 1, 2004 | BLACKROCK FUNDING INC | Other | Sell | 22.5 | -5,979 | -77.86% | ✗ | $84.6K |