2026Q1
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Lee Christopher M | Other | 33,913 | May 10, 2021 |
| Erikson Dana | — | 3,400 | Dec 2, 2005 |
| Ebsworth William R. | Director | 2,500 | Jan 9, 2024 |
| Merrill Lynch & Co., Inc. | — | 1,012 | Jan 9, 2009 |
| Polisson James | Director | 1,000 | Jan 4, 2024 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Feb 27, 2026 | Feb 27, 2026 | SHLISSEL BRIAN S | Director | Buy | 90.0 | +500 | 100.00% | ✗ | $3.4K |
| Jan 2, 2026 | Miller Cindy J | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 2, 2026 | SHLISSEL BRIAN S | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 15, 2025 | Keller Brian James | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 18, 2025 | Barbieri Thomas Edward | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 13, 2025 | Tran Jimmy T | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 7, 2025 | Kenney John | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 9, 2024 | Jan 9, 2024 | Ebsworth William R. | Director | Sell | 26.3 | -2,000 | -44.44% | ✗ | $13.2K |
| Jan 4, 2024 | Jan 4, 2024 | POLISSON JAMES | Director | Sell | 27.5 | -1,000 | -50.00% | ✗ | $6.6K |
| Jun 1, 2023 | Jun 2, 2023 | POLISSON JAMES | Director | Buy | 90.0 | +1,000 | 100.00% | ✗ | $6.2K |
| Jun 1, 2023 | Jun 2, 2023 | Ebsworth William R. | Director | Buy | 91.3 | +2,500 | 125.00% | ✗ | $15.5K |
| Apr 17, 2023 | Grunberg Jennifer Lea | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 8, 2023 | Felsch Paul Werner | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 22, 2022 | Aug 29, 2022 | FREEMAN JANE A | Director | Buy | 90.0 | +150 | 85.78% | ✗ | $1K |
| Jan 12, 2022 | Baker Christopher Micah | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 7, 2021 | Brotman Karin | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2021 | McKinley Kate Sandman | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 18, 2021 | Prasse Richard Matthew | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 7, 2021 | May 10, 2021 | Lee Christopher M | Other | Buy | 86.3 | +2,105 | 6.62% | ✗ | $18.4K |
| May 6, 2021 | May 6, 2021 | Lee Christopher M | Other | Buy | 55.0 | +58 | 0.18% | ✗ | $504.6 |
| Mar 29, 2021 | Mar 29, 2021 | Lee Christopher M | Other | Buy | 91.3 | +5,000 | 18.69% | ✗ | $41.9K |
| Mar 2, 2021 | Mar 2, 2021 | Lee Christopher M | Other | Buy | 91.3 | +3,000 | 12.63% | ✗ | $25.2K |
| Feb 4, 2021 | Feb 5, 2021 | Lee Christopher M | Other | Buy | 91.3 | +5,000 | 26.67% | ✗ | $41.3K |
| Dec 22, 2020 | Dec 23, 2020 | Lee Christopher M | Other | Buy | 95.0 | +8,750 | 87.50% | ✗ | $70.4K |
| Dec 21, 2020 | Dec 22, 2020 | Lee Christopher M | Other | Buy | 95.0 | +10,000 | 100.00% | ✗ | $80.7K |
| Aug 21, 2020 | Lee Christopher M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 18, 2020 | Schueller Michael Joseph | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2020 | Wheelock Pamela | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 4, 2019 | Mavico Daniel J. | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 7, 2019 | Roskopf Kevin T. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 14, 2018 | Rhee Michelle H. | Secretary, WFFM | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 25, 2018 | Kymn Alexander | Chief Legal Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 27, 2017 | Nov 27, 2017 | Wheelock Pamela | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $840.7 |
| Nov 27, 2017 | Nov 27, 2017 | POLISSON JAMES | Director | Buy | 90.0 | +1,000 | 100.00% | ✗ | $8.4K |
| Aug 1, 2017 | POLISSON JAMES | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 1, 2017 | Wheelock Pamela | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 5, 2017 | Owen Andrew | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 7, 2016 | Whitaker Michael Howard | Chief Compliance Officer of th | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 4, 2015 | Ordman Joshua | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 4, 2015 | Shiver Mai S | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 4, 2015 | Innis William B | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 2, 2015 | Feb 2, 2015 | FREEMAN JANE A | Director | Buy | 90.0 | +150 | 100.00% | ✗ | $1.3K |
| Jan 5, 2015 | Jan 5, 2015 | Ebsworth William R. | Director | Buy | 91.3 | +2,000 | 100.00% | ✗ | $17.4K |
| Jan 5, 2015 | FREEMAN JANE A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 5, 2015 | Ebsworth William R. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 2, 2015 | KEITH LEROY | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 16, 2014 | Foy Siobhan | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 17, 2014 | Ceccarelli Aldo A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 12, 2014 | Owen Andrew | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 6, 2013 | Chan CHRISTIAN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 6, 2013 | Bissell Robert W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 6, 2013 | Phillips Kasey | Former Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 7, 2013 | HARTMAN KIRK D | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 26, 2012 | Wiser Nancy A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 26, 2012 | Haast Paul J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 27, 2012 | Innis William B | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | McDuffie Jennifer | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | CESTONE ANDREW | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | Tattersall Advisory Group, Inc. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | Utano Jaime | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | MUNN W DOUGLAS | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | Moss Matthew | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | WAGONER RICHARD | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | SHIMA RICHARD J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | SALTON RUSSELL A III | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | RICHARDSON DAVID M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | PETTIT WILLIAM W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | KOONCE MICHAEL H | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | Norris Patricia B | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | MCDONNELL GERALD M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 24, 2011 | KOSEL CAROL | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 15, 2011 | Apr 25, 2011 | Johnson Judith M | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $1K |
| Apr 25, 2011 | Apr 25, 2011 | Larcker David F. | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $1K |
| Apr 17, 2011 | Apr 21, 2011 | Mitchell Olivia S | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $1K |
| Apr 20, 2011 | Apr 20, 2011 | Willeke Donald C | Director | Buy | 90.0 | +200 | 100.00% | ✗ | $2.1K |
| Apr 17, 2011 | Apr 19, 2011 | Mitchell Olivia S | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $1K |
| Apr 18, 2011 | Apr 18, 2011 | Penny Timothy J | Director | Buy | 90.0 | +187 | 100.00% | ✗ | $1.9K |
| Apr 14, 2011 | Apr 14, 2011 | HARRIS ISAIAH JR | Director | Buy | 90.0 | +200 | 100.00% | ✗ | $2.1K |
| Apr 1, 2011 | Apr 1, 2011 | Gordon Peter G | Director | Buy | 90.0 | +50 | 100.00% | ✗ | $512 |
| Jun 4, 2010 | Mar 21, 2011 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy | 52.5 | - | 0.00% | ✗ | $64 |
| Feb 17, 2011 | Chan CHRISTIAN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 19, 2010 | HARRIS ISAIAH JR | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 19, 2010 | Shiver Mai S | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 19, 2010 | Shiver Mai S | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 19, 2010 | Early Debra Ann | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Bissell Robert W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Owen Andrew | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Messman C. David | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Rabusch Karla | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Nordenfelt Niklas | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Susser Philip | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Willeke Donald C | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Penny Timothy J | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Mitchell Olivia S | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Larcker David F. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Johnson Judith M | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 16, 2010 | Gordon Peter G | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2010 | McColl Karen | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2010 | Calhoun Robert | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2010 | Burton Thomas | Other | Neutral | 52.5 | - | 0.00% | ✗ | - |