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/ | 413,580.18 | reported | 01 Mar 2023 | tx 69+1,284,375−938,704 |
| CITIGROUP INC | 243,491.62 | reported | 20 Mar 2026 | tx 10+375,477.56−132,783.94 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Mar 2026 | TAX_WITHHOLDING | CITIGROUP INC | 21,901.21 | 109.85 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | CITIGROUP INC | 36,016.12 | 115.55 USD | |
| 11 Feb 2026 | GRANT_AWARD | CITIGROUP INC | 32,699.99 | 0.00 USD | |
| 20 Jan 2026 | TAX_WITHHOLDING | CITIGROUP INC | 11,593.58 | 118.04 USD | |
| 20 Mar 2025 | TAX_WITHHOLDING | CITIGROUP INC | 16,949.05 | 71.44 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | CITIGROUP INC | 40,726.99 | 83.94 USD | |
| 13 Feb 2025 | GRANT_AWARD | CITIGROUP INC | 44,282.35 | 0.00 USD | |
| 20 Jan 2025 | TAX_WITHHOLDING | CITIGROUP INC | 5,596.99 | 79.99 USD | |
| 15 Feb 2024 | GRANT_AWARD | CITIGROUP INC | 61,351.97 | 0.00 USD | |
| 05 Oct 2023 | GRANT_AWARD | CITIGROUP INC | 237,143.25 | 0.00 USD | |
| 01 Mar 2023 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 21,749 | 34.14 USD | |
| 01 Mar 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 42,602 | — | |
| 01 Mar 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 42,602 | — | deriv |
| 15 Feb 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 15,956 | — | |
| 15 Feb 2023 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 8,146 | 35.56 USD | |
| 15 Feb 2023 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 6,169 | 35.56 USD | |
| 15 Feb 2023 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 6,823 | 35.56 USD | |
| 15 Feb 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 12,084 | — | |
| 15 Feb 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 13,364 | — | |
| 15 Feb 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 15,956 | — | deriv |
| 15 Feb 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 12,084 | — | deriv |
| 15 Feb 2023 | EXERCISE | BANK OF AMERICA CORP /DE/ | 13,364 | — | deriv |
| 15 Feb 2023 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 62,448 | — | deriv |
| 15 Feb 2023 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 62,448 | — | deriv |
| 25 Jan 2023 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 38,174 | 34.87 USD |