|
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 |
Maloney Kevin
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 10, 2023 |
Santiago Kristi Manidis
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 10, 2023 |
Soccio Phillip
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 10, 2023 |
Romaglino Christian
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 5, 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 24, 2019 |
Jan 25, 2019 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-2,319
|
-100.00%
|
✗
|
$231.9M |
|
Jan 4, 2019 |
GABBAY HENRY
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 16, 2018 |
Fairbairn Robert W
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 1, 2018 |
Perilli Michael
|
Other |
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%
|
✗
|
- |
| Sep 14, 2015 |
Sep 15, 2015 |
CITIGROUP INC
|
10% Owner |
Buy |
100.0
|
+873
|
60.37%
|
✗
|
$87.3M |
| Sep 14, 2015 |
Sep 15, 2015 |
CAVANAGH RICHARD
|
Director |
Neutral |
90.0
|
+93
|
93.00%
|
✗
|
- |
|
Jan 6, 2015 |
NOVICK BARBARA
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 10, 2014 |
Park Charles
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 20, 2013 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
May 25, 2012 |
Crothers Robert
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
May 25, 2012 |
Ahn Janey
|
Secretary |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 11, 2012 |
Jan 12, 2012 |
CAVANAGH RICHARD
|
Director |
Buy |
90.0
|
+100
|
100.00%
|
✗
|
$1.5K |
|
Jan 10, 2012 |
Powers John F
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 1, 2011 |
KALINOSKI MICHAEL
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 28, 2011 |
AUDET PAUL
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| May 31, 2011 |
Jun 10, 2011 |
UBS AG
|
Other |
Neutral |
27.5
|
-740
|
-100.00%
|
✗
|
- |
| May 16, 2011 |
May 18, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-2,097
|
-100.00%
|
✗
|
- |
| May 12, 2011 |
May 16, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-684
|
-100.00%
|
✗
|
- |
| Jan 18, 2011 |
May 3, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Buy |
52.5
|
-
|
0.00%
|
✗
|
$32 |
|
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%
|
✗
|
- |
|
Feb 10, 2009 |
UBS AG
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 12, 2009 |
MERRILL LYNCH & CO., INC.
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Dec 19, 2008 |
F HOWARD DOWNS
|
Other |
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 |
JAECKEL THEODORE R JR
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 20, 2008 |
OCONNOR WALTER
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 13, 2007 |
ACKERLEY ANNE
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
KESTER CARL W
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
HUBBARD ROBERT GLENN
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
Davis Richard
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
Andrews Neal
|
CFO |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
CAVANAGH RICHARD
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
FELDSTEIN KATHLEEN F
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
Fife Jay M.
|
Treasurer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
SALOMON ROBERT S JR
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
FLYNN JAMES T
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
KINDELAN BRIAN P
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 9, 2007 |
BURKE DONALD C
|
CEO |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
ROBARDS KAREN P
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
Harris Jerrold B
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
Surloff Howard
|
Secretary |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
FABOZZI FRANK
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
SUDDARTH ROSCOE
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
GABBAY HENRY
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
DIXON KENT
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 8, 2007 |
Beckwith George Nicholas III
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Oct 10, 2006 |
DIMELLA ROBERT A
|
Portfolio Manager |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
May 22, 2006 |
Molleur Denis
|
General Counsel |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 18, 2005 |
Porcelli Frank
|
COO |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 3, 2005 |
GLENN TERRY K
|
EVP |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 22, 2004 |
OBRIEN JOHN F
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 9, 2004 |
Hiller Jeffrey
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 30, 2004 |
MURDOCK BRIAN
|
FVP |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 23, 2004 |
GILLESPIE PHILLIP
|
Secretary |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 21, 2004 |
WORMAN GLENN C
|
SVP and Treasurer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 14, 2004 |
HABER LAWRENCE
|
SVP and Treasurer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 4, 2003 |
WALSH DAVID H
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |