Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 108,837.67 | reported | 15 Aug 2024 | tx 11+133,390.94−41,852.27 |
| BANK OF AMERICA CORP /DE/ | 43,018 | reported | 15 Feb 2026 | tx 8+135,911−85,635 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Feb 2026 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 15,269 | 52.55 USD | |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 29,908 | — | |
| 13 Feb 2026 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 10,000 | — | deriv |
| 15 Feb 2026 | EXERCISE | BANK OF AMERICA CORP /DE/ | 29,908 | — | deriv |
| 13 Feb 2026 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 69,219 | — | deriv |
| 30 Nov 2025 | EXERCISE | BANK OF AMERICA CORP /DE/ | 26,784 | — |
| 30 Nov 2025 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 13,674 | 53.65 USD |
| 30 Nov 2025 | EXERCISE | BANK OF AMERICA CORP /DE/ | 26,784 | — | deriv |
| 15 Aug 2024 | SALE | CITIGROUP INC | 8,000 | 60.66 USD |
| 15 Aug 2024 | SALE | CITIGROUP INC | 8,000 | 60.52 USD |
| 15 Aug 2024 | SALE | CITIGROUP INC | 9,299 | 60.53 USD |
| 15 Feb 2024 | GRANT_AWARD | CITIGROUP INC | 38,112.59 | 0.00 USD |
| 20 Jan 2024 | TAX_WITHHOLDING | CITIGROUP INC | 8,188.07 | 51.52 USD |
| 16 Feb 2023 | GRANT_AWARD | CITIGROUP INC | 44,200.85 | 0.00 USD |
| 20 Jan 2023 | TAX_WITHHOLDING | CITIGROUP INC | 5,291.76 | 49.37 USD |
| 10 Feb 2022 | GRANT_AWARD | CITIGROUP INC | 30,530.42 | 0.00 USD |
| 20 Jan 2022 | TAX_WITHHOLDING | CITIGROUP INC | 3,073.44 | 64.24 USD |
| 11 Feb 2021 | GRANT_AWARD | CITIGROUP INC | 11,176.99 | 0.00 USD |
| 31 Dec 2020 | GRANT_AWARD | CITIGROUP INC | 9,370.09 | 0.00 USD |