2026Q1
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Bank Of America Corp /de/ | — | 2,674 | Feb 10, 2009 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | — | 2,674 | Feb 10, 2009 |
| Bank Of America Na | — | 2,674 | Feb 10, 2009 |
| Wells Fargo Bank N A | — | 2,540 | Mar 29, 2012 |
| Lord Securities Corp | — | 2,540 | Mar 23, 2012 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Feb 9, 2026 | Feb 11, 2026 | Harris Stayce D. | Director | Neutral | 90.0 | +11 | 102.05% | ✗ | - |
| May 16, 2025 | Minar Stephen Thomas | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 29, 2024 | Oct 30, 2024 | Harris Stayce D. | Director | Buy | 90.0 | +10 | 100.00% | ✗ | $111 |
| 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 | Soccio Phillip | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 10, 2023 | Romaglino Christian | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 7, 2022 | OCONNOR WALTER | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 11, 2022 | Apr 13, 2022 | WELLS FARGO & COMPANY/MN | 10% Owner | Neutral | 90.0 | +2,724 | 107.24% | ✗ | - |
| 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% | ✗ | - | |
| Aug 6, 2018 | Maloney Kevin | Other | 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% | ✗ | - | |
| Jan 19, 2016 | Soccio Phillip | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 21, 2015 | Diorio Jonathan | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2015 | NOVICK BARBARA | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2014 | Park Charles | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 25, 2012 | Crothers Robert | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 25, 2012 | Ahn Janey | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 17, 2012 | Apr 18, 2012 | BANK OF AMERICA CORP /DE/ | 10% Owner | Neutral | 27.5 | -1,275 | -100.00% | ✗ | - |
| Apr 12, 2012 | Apr 16, 2012 | BANK OF AMERICA CORP /DE/ | 10% Owner | Neutral | 27.5 | -2,037 | -61.50% | ✗ | - |
| Mar 29, 2012 | WELLS FARGO BANK N A | 10% Owner | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 23, 2012 | Lord Securities Corp | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 10, 2012 | Powers John F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 28, 2011 | AUDET PAUL | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 25, 2011 | Apr 27, 2011 | CAVANAGH RICHARD | Director | Buy | 90.0 | +100 | 100.00% | ✗ | $1.3K |
| 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 | BANK OF AMERICA CORP /DE/ | 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 | JAECKEL THEODORE R JR | 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 | FLYNN JAMES T | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | FABOZZI FRANK | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | Davis Richard | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | DIXON KENT | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | HUBBARD ROBERT GLENN | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | Andrews Neal | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | FELDSTEIN KATHLEEN F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | SUDDARTH ROSCOE | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | KINDELAN BRIAN P | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | Fife Jay M. | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 9, 2007 | CAVANAGH RICHARD | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 8, 2007 | SALOMON ROBERT S JR | 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% | ✗ | - | |
| Nov 7, 2007 | GABBAY HENRY | 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% | ✗ | - | |
| Jul 1, 2005 | FROOT KENNETH A | Director | 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% | ✗ | - | |
| Dec 10, 2004 | Oster Allan J | Assist. Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 15, 2004 | WINTERS CHARLES | SVP | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 12, 2004 | FOSINA JOHN J | Chief Administrative Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 26, 2004 | ANDRE PEROLD | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 31, 2004 | GILLESPIE PHILLIP | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 18, 2004 | Oster Allan J | Assistant Secretary | 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 | Sectetary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 21, 2004 | WORMAN GLENN C | SVP and Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 13, 2004 | HABER LAWRENCE | SVP and Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - |