2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Citigroup Inc | 10% Owner | 4,550 | Apr 6, 2016 |
| Kavanaugh John P | Director | 2,000 | Aug 17, 2009 |
| JPMorgan Chase Bank, N.A. | — | 1,138 | Jul 27, 2021 |
| Ubs Ag | — | 463 | Feb 10, 2009 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | MURPHY THOMAS P. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 11, 2025 | FLAHERTY JOSEPH | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 6, 2025 | KANWAL AMRIT | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 27, 2025 | Adams William | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 23, 2025 | DOUGHERTY LINDA | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2025 | WILLIAMS DARRELL A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2025 | SMITH PAULA ELISABETH | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2025 | O'NEILL MACKEY ALISON | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2025 | Mackey Alexander | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2025 | Gomez-Bravo Pilar | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 19, 2024 | Phillips Kasey | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 18, 2024 | SINGH MANJIT | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 16, 2024 | Aug 20, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - |
| Aug 2, 2024 | Aug 6, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Neutral | 27.5 | -171 | -15.03% | ✗ | - |
| Jul 16, 2024 | DEACON TIMOTHY | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 6, 2023 | DOUGHERTY LINDA | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2023 | May 30, 2023 | Roepke Maryanne L | Director | Sell | 15.0 | -1,862 | -100.00% | ✗ | $17.5M |
| Apr 14, 2023 | Lasman Gary S | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 25, 2022 | CONNORS THOMAS H | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 6, 2022 | MANNING ROBERT J | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 31, 2022 | WOLIN MARTIN J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 19, 2022 | Beatty Kevin | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2022 | Dawson Michael L | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2022 | LICEA-MAILLOUX ROSA | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 15, 2022 | STELMACH ROBIN A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2022 | GOULET JACQUES JR | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 23, 2021 | Peacher Stephen Clarkson | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 22, 2021 | Antonelli David A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 27, 2021 | JPMorgan Chase Bank, N.A. | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 20, 2021 | Jul 22, 2021 | CITIGROUP INC | 10% Owner | Sell | 15.0 | -4,550 | -100.00% | ✗ | $113.8M |
| Jun 25, 2021 | SINGH MANJIT | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 1, 2021 | KOSTY JASON | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 26, 2020 | Hegarty Michael | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 25, 2020 | Hegarty Michael | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 6, 2020 | KENNEDY MELISSA | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 6, 2020 | GOULET JACQUES JR | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 15, 2020 | Tarantino Frank L | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 5, 2019 | GEREMIA CAROL W. | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 10, 2019 | JONES PETER DARRELL | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 10, 2019 | MALONEY EDWARD M. | Officer of Advisor | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2019 | KILMAN JAMES W. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 28, 2018 | GUNNING DAVID H | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 11, 2017 | Freyne Colm J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 30, 2017 | Polebaum Mark N | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 21, 2017 | Butler Robert Ellsworth | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 21, 2017 | Uek Robert W | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 21, 2017 | GUTOW WILLIAM R | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 16, 2017 | Strain Kevin D | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 15, 2017 | Collins Kristin V | Assitant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 29, 2017 | CAROSELLI JOHN A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 24, 2017 | OTIS CLARENCE JR | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2017 | Hardin Heidi | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 27, 2016 | Bohane Christopher R. | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 19, 2016 | NEWTON SUSAN S | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 6, 2016 | CITIGROUP INC | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 24, 2016 | Apr 6, 2016 | CITIGROUP INC | 10% Owner | Sell | 15.0 | -4,259 | -100.00% | ✗ | $106.5M |
| Dec 1, 2015 | Fagan Timothy M | Officer of Advisor | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 14, 2015 | Collins Kristin V | Assistant Secretart | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 21, 2015 | WOLIN MARTIN J | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2015 | Beatty Kevin | Advisor Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 24, 2014 | Bogart Thomas A | Officer of Advisor | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 23, 2014 | Jul 24, 2014 | Roepke Maryanne L | Director | Buy | 91.3 | +1,862 | 100.00% | ✗ | $12.1K |
| Jun 27, 2014 | Peacher Stephen Clarkson | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 13, 2014 | SHERRATT J DALE | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 7, 2014 | Roepke Maryanne L | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 20, 2014 | Buller Steven E | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 10, 2014 | STELMACH ROBIN A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 10, 2013 | CONNORS THOMAS H | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 30, 2013 | Connor Dean A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 18, 2013 | MOYNIHAN ELLEN | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 17, 2012 | Sep 19, 2012 | CITIGROUP INC | 10% Owner | Buy | 100.0 | +3,067 | 257.30% | ✗ | $78.2M |
| Sep 18, 2012 | Sep 19, 2012 | UBS AG | Other | Neutral | 27.5 | -467 | -100.00% | ✗ | - |
| Jul 6, 2012 | DWYER MARIA F | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 5, 2012 | POZEN ROBERT C | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 3, 2012 | BEAULIEU MARTIN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 28, 2012 | Freyne Colm J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 1, 2012 | MYKRANTZ DONALD M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2012 | Fagan Timothy M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 3, 2012 | DiLorenzo David L | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 2, 2011 | Marston Joshua P. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 1, 2011 | Adams William | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 30, 2011 | COHN LAWRENCE H | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 2, 2011 | STEWART DONALD A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 2, 2011 | BOSCIA JON A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 20, 2011 | Jan 24, 2011 | CITIGROUP INC | 10% Owner | Buy | 95.0 | +108 | 9.96% | ✗ | $2.1M |
| Dec 7, 2010 | Bogart Thomas A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 9, 2010 | Dougherty Kevin | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 29, 2010 | IVES J ATWOOD | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 9, 2010 | Feb 10, 2010 | COHN LAWRENCE H | Director | Buy | 91.3 | +2,000 | 100.00% | ✗ | $12.8K |
| Aug 14, 2009 | Aug 17, 2009 | KAVANAUGH JOHN P | Director | Buy | 91.3 | +2,000 | 100.00% | ✗ | $12K |
| Jul 1, 2009 | PERERA LAWRENCE T | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 1, 2009 | Kirwan Paul T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 1, 2009 | Bogart Thomas A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 27, 2009 | KANWAL AMRIT | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 27, 2009 | Antonelli David A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 10, 2009 | UBS AG | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 7, 2009 | KAVANAUGH JOHN P | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2009 | FORD GOLDFARB MAUREEN R | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2009 | FORD GOLDFARB MAUREEN R | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 10, 2008 | CITIGROUP INC | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - |