|
Feb 23, 2026 |
Castro Joseph
|
EVP, Chief Risk & Compliance |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Dec 17, 2025 |
Jan 14, 2026 |
JPMorgan Chase Bank, N.A.
|
10% Owner |
Neutral |
27.5
|
-240
|
-15.10%
|
✗
|
- |
|
Oct 29, 2025 |
Page Robert Tanner
|
VP and Treasurer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Dec 3, 2024 |
Cardella Marc
|
VP and Controller |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 11, 2024 |
Ramsay Mary Beth
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 8, 2024 |
Nelson James N III
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2024 |
Forrester Michael A
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 10, 2024 |
STARR LOREN M
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 10, 2024 |
KENNY THOMAS J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 10, 2024 |
Boateng Joseph A
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Oct 16, 2023 |
Dejong Kristen
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 15, 2022 |
Stenersen Trey III
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 15, 2022 |
Stenersen Trey III
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 6, 2022 |
Black Brett
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 21, 2022 |
McCann John M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2021 |
Medero Joanne
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2021 |
Lancellotta Amy B.R.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 23, 2020 |
Thornton Matthew III
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 25, 2020 |
JPMorgan Chase Bank, N.A.
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jun 17, 2020 |
Jun 19, 2020 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-1,589
|
-100.00%
|
✗
|
$158.9M |
|
Mar 6, 2020 |
Morgan Deann
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Oct 17, 2019 |
Meissner Jon Scott
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 16, 2019 |
Longerstaey Jacques M
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 16, 2019 |
Lockhart Brian J
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Apr 18, 2019 |
Wickerham E. Scott
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 29, 2018 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 28, 2018 |
Winget Demark L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 28, 2018 |
Meyers William T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 29, 2018 |
Jan 31, 2018 |
WELLS FARGO & COMPANY/MN
|
10% Owner |
Neutral |
90.0
|
+1,750
|
57.38%
|
✗
|
- |
| Nov 16, 2017 |
Nov 17, 2017 |
WELLS FARGO & COMPANY/MN
|
10% Owner |
Neutral |
90.0
|
+1,600
|
110.34%
|
✗
|
- |
| Aug 18, 2017 |
Aug 21, 2017 |
BARCLAYS PLC
|
10% Owner |
Sell |
15.0
|
-1,141
|
-100.00%
|
✗
|
$114.1M |
|
Aug 10, 2017 |
Siffermann William A
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 10, 2017 |
PERRY MICHAEL A
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 9, 2017 |
Ryan Timothy T
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 9, 2017 |
Candido Stephen
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 27, 2017 |
Jul 28, 2017 |
BARCLAYS PLC
|
10% Owner |
Buy |
93.8
|
+50
|
4.58%
|
✗
|
$5M |
| Jul 24, 2017 |
Jul 25, 2017 |
BARCLAYS PLC
|
10% Owner |
Buy |
93.8
|
+50
|
4.80%
|
✗
|
$5M |
| Jul 19, 2017 |
Jul 21, 2017 |
BARCLAYS PLC
|
10% Owner |
Sell |
15.0
|
-260
|
-19.98%
|
✗
|
$26M |
|
Jul 17, 2017 |
BARCLAYS PLC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 10, 2017 |
Robert Young L
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Oct 11, 2016 |
Rohrbacher Christopher M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Oct 5, 2016 |
Oct 7, 2016 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-355
|
-35.86%
|
✗
|
$35.5M |
| Sep 28, 2016 |
Sep 30, 2016 |
CITIGROUP INC
|
10% Owner |
Buy |
96.3
|
+55
|
5.88%
|
✗
|
$5.5M |
|
Sep 30, 2016 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Sep 16, 2016 |
Sep 20, 2016 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-445
|
-100.00%
|
✗
|
$44.5M |
|
Sep 20, 2016 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Aug 30, 2016 |
Sep 1, 2016 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-150
|
-100.00%
|
✗
|
$15M |
|
Sep 1, 2016 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 8, 2016 |
MOSCHNER ALBIN F
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 24, 2016 |
Jones Nathaniel T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 15, 2016 |
WELLS FARGO & COMPANY/MN
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Apr 29, 2016 |
May 3, 2016 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-100
|
-100.00%
|
✗
|
$10M |
| Mar 21, 2016 |
Mar 29, 2016 |
CITIGROUP INC
|
10% Owner |
Sell |
15.0
|
-220
|
-100.00%
|
✗
|
$22M |
|
Mar 29, 2016 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 2, 2016 |
CITIGROUP INC
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 24, 2016 |
WOLFF MARGARET L.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 14, 2015 |
Hlavacek Sherri A
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 5, 2015 |
LAMB DAVID J
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Sep 10, 2013 |
SCHREIER THOMAS S JR
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Sep 10, 2013 |
Nelson John Kevin
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 25, 2013 |
Slager Joel T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 5, 2012 |
MORGAN STANLEY
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jan 3, 2012 |
Jan 5, 2012 |
MORGAN STANLEY
|
10% Owner |
Sell |
15.0
|
-369
|
-100.00%
|
✗
|
$36.9M |
|
Aug 25, 2011 |
Hlavin Steven M.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
| Jul 27, 2011 |
Jul 28, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-547
|
-100.00%
|
✗
|
- |
| Jul 21, 2011 |
Jul 22, 2011 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
27.5
|
-696
|
-100.00%
|
✗
|
- |
|
Jan 11, 2011 |
STRINGER VIRGINIA
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
Prudhomme Kathleen L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
WHITE DOUGLAS J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
Hamilton Michael S.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 11, 2011 |
DRAHN CHRISTOPHER L
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 5, 2010 |
McCarthy Michelle Ann
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 27, 2009 |
Grace Scott S
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 31, 2009 |
Ruane James
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Ruane James
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Mino Gregory T.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Antonatos Julia L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Huffman William T. Jr.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Cook Margo L.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Close Daniel
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 27, 2009 |
Arriaga Nizida
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 12, 2009 |
BANK OF AMERICA CORP /DE/
|
10% Owner |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 8, 2008 |
Anson Mark
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jul 1, 2008 |
TOTH TERENCE J
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 6, 2008 |
Rohrbacher Christopher M.
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 18, 2008 |
Winget Demark L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 6, 2007 |
AMBOIAN JOHN P
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 7, 2007 |
Antosiewicz Cedric H
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jun 7, 2007 |
ADAMS WILLIAM IV
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 7, 2007 |
McCarthy Kevin J
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 8, 2007 |
Stone Carole E
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Sep 27, 2006 |
Kelly Walter M
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 28, 2005 |
Sunshine Eugene S
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 28, 2005 |
KUNDERT DAVID J
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Jan 7, 2005 |
Nuveen Asset Management Inc.
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Nov 22, 2004 |
Antonatos Julia L
|
President |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Aug 24, 2004 |
Grassi James D
|
Chief Compliance Officer |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 15, 2004 |
SOLENDER DANIEL S
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Mar 4, 2004 |
STEEVES CATHRYN
|
Other |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |
|
Feb 18, 2004 |
HUNTER WILLIAM CURT
|
Director |
Neutral |
52.5
|
-
|
0.00%
|
✗
|
- |