Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,699,612 | reported | 15 May 2026 | tx 1028+25,279,588.37−19,736,387 |
| FLEETBOSTON FINANCIAL CORP | 0 | reported | 01 Apr 2004 | tx 16+71,112−755,588.579 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 18,083 | — | |
| 15 May 2026 | OTHER | BANK OF AMERICA CORP /DE/ | 18,083 | 49.77 USD | |
| 15 May 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 18,083 | — | deriv |
| 15 Mar 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 18,082 | — | |
| 15 Mar 2026 | OTHER | BANK OF AMERICA CORP /DE/ | 18,082 | 46.72 USD | |
| 15 Mar 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 18,082 | — | deriv |
| 01 Mar 2026 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 193,328 | 49.83 USD | |
| 01 Mar 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 395,504 | — | |
| 01 Mar 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 395,504 | — | deriv |
| 15 Feb 2026 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 17,489 | 52.55 USD | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 31,705 | — | |
| 15 Feb 2026 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 15,276 | 52.55 USD | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 39,550 | — | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 35,783 | — | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 41,366 | — | |
| 15 Feb 2026 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 20,205 | 52.55 USD | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 17,892 | — | |
| 15 Feb 2026 | OTHER | BANK OF AMERICA CORP /DE/ | 17,892 | 52.55 USD | |
| 15 Feb 2026 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 19,311 | 52.55 USD | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 31,705 | — | deriv |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 39,550 | — | deriv |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 35,783 | — | deriv |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 17,892 | — | deriv |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 41,366 | — | deriv |
| 13 Feb 2026 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 216,994 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 23 Aug 2010.