2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Metzold Thomas M | President | 44,516.78 | Jun 4, 2014 |
| Fetter Thomas J | President | 26,572.43 | Jan 19, 2006 |
| Richardson Duncan W | Other | 11,000 | Mar 14, 2008 |
| Hawkes James B | — | 9,900 | Nov 6, 2007 |
| Dynner Alan R | — | 5,000 | Nov 5, 2007 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Mar 5, 2025 | Mar 5, 2025 | Frost Cynthia | Other | Sell | 22.5 | -15,000 | -100.00% | ✗ | $159.8K |
| 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% | ✗ | - | |
| Apr 5, 2023 | Pachnanda Anchal | Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 17, 2023 | Mar 17, 2023 | Frost Cynthia | Other | Buy | 95.0 | +15,000 | 100.00% | ✗ | $149.7K |
| Mar 15, 2023 | Bowser Alan C. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 14, 2022 | Damon Jill | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 14, 2022 | DiLorenzo Nicholas | Secretary | 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% | ✗ | - | |
| Oct 8, 2021 | DELAHUNTY WILLIAM J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| 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 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% | ✗ | - | |
| Nov 2, 2020 | Stein Eric | President | 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% | ✗ | - | |
| Mar 26, 2018 | Mar 28, 2018 | BANK OF AMERICA CORP /DE/ | 10% Owner | Neutral | 27.5 | -397 | -100.00% | ✗ | - |
| Mar 6, 2018 | FROIO RICHARD F SR | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 29, 2017 | Eston Scott | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 30, 2017 | VERNI RALPH F | Director | 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% | ✗ | - | |
| Jun 29, 2016 | CLEMSON CYNTHIA J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 24, 2016 | BRANDON CRAIG R | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 1, 2016 | HYLTON LAURIE G | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2016 | BANK OF AMERICA CORP /DE/ | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| 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% | ✗ | - | |
| Jun 4, 2014 | METZOLD THOMAS M | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 29, 2014 | Frost Cynthia | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 29, 2014 | Gorman George J. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 31, 2014 | STOUT LYNN A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 7, 2014 | Mosley Valerie | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 30, 2013 | Dec 12, 2013 | METZOLD THOMAS M | President | Neutral | 60.0 | +109 | 0.25% | ✗ | - |
| Sep 11, 2013 | Sep 12, 2013 | METZOLD THOMAS M | President | Buy | 97.5 | +44,407 | 100.00% | ✗ | $444.5K |
| Mar 1, 2013 | Kirchner James F | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 1, 2013 | CAMPBELL BARBARA E | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 1, 2011 | Taggart Harriett Tee | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 1, 2011 | Eston Scott | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 28, 2010 | STEIGER HEIDI L | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 12, 2010 | BANK OF AMERICA CORP /DE/ | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 24, 2010 | MACINTOSH ROBERT B | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 15, 2010 | BANK OF AMERICA CORP /DE/ | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 10, 2009 | UBS AG | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 10, 2009 | UBS AG | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 25, 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 25, 2008 | SWAFFIELD PAYSON F | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | Witkos Matthew J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | Whelan Robert J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | Saltonstall George W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | RICHARDSON DUNCAN W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | Jones Lisa | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | Gemma Maureen A. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 14, 2008 | BEALE JEFFREY P | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 21, 2007 | Nov 27, 2007 | RICHARDSON DUNCAN W | Other | Buy | 91.3 | +1,000 | 10.00% | ✗ | $13.1K |
| Nov 13, 2007 | Jones Lisa | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | PELLETIER JOHN E | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2007 | Whelan Robert J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 7, 2007 | Gemma Maureen A. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 6, 2007 | STEUL WILLIAM M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 6, 2007 | HAWKES JAMES B | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 5, 2007 | DYNNER ALAN R | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 30, 2007 | HAYES SAMUEL L III | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 27, 2007 | Witkos Matthew J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 2, 2007 | STEIGER HEIDI L | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 27, 2007 | FREEDMAN ALLEN | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 29, 2007 | WHITAKER WHARTON P | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 21, 2006 | VERNI RALPH F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 21, 2006 | Esty Benjamin | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 19, 2006 | CAMPBELL BARBARA E | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 19, 2006 | OCONNOR JAMES L | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 19, 2006 | FETTER THOMAS J | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 11, 2006 | Saltonstall George W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 1, 2004 | RICHARDSON DUNCAN W | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 24, 2004 | CLEMSON CYNTHIA J | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 24, 2004 | AHERN WILLIAM H JR | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 8, 2004 | Jul 12, 2004 | METZOLD THOMAS M | President | Sell | 20.0 | -29,617 | -44.23% | ✗ | $449.2K |
| Apr 22, 2004 | BIBLIOWICZ JESSICA M | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | TRACHTENBERG DEBORAH | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | WEYL THOMAS J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | TRACHTENBERG DEBORAH | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | PARZIALE LEANNE A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | LETOURNEAU SANDRA | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | KHODARAHMI JOHN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | HASKELL DETORRA MELISSA E | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | DELAHUNTY WILLIAM J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | BRANDON CRAIG R | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2003 | BERRY CHRISTOPHER | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2003 | Aug 13, 2003 | SCHER LILLY P | Other | Buy | 90.0 | +600 | 100.00% | ✗ | $9.1K |