Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
CITIGROUP INC | Head of Wealth | Common Stock | 299,293 | $15.4 M | $51.52 | Feb 15, 2024 | Direct |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Common Stock | 391,831 | $12.9 M | $32.80 | Mar 1, 2023 | Direct |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2023 Restricted Stock Units | 62,448 | $2.13 M | $34.07 | Feb 15, 2023 | Direct |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2022 Restricted Stock Units | 36,253 | $1.24 M | $34.07 | Feb 15, 2023 | Direct |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2021 Restricted Stock Units | 26,728 | $911 K | $34.07 | Feb 15, 2023 | Direct |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Common Stock | 12,618 | $414 K | $32.80 | Mar 1, 2023 | By Spouse |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Common Stock | 8 | $258 | $32.80 | Mar 1, 2023 | 401(k) Plan |
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2023 Performance Restricted Stock Units | 62,448 | Feb 15, 2023 | Direct | ||
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2020 Performance Restricted Stock Units | 0 | Mar 1, 2023 | Direct | ||
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2020 Restricted Stock Units | 0 | Feb 15, 2023 | Direct | ||
BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Restricted Stock Units | 0 | Jan 25, 2023 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
C | CITIGROUP INC | Feb 15, 2024 | 1 | 0 | 4 | Feb 20, 2024 | Head of Wealth |
C | CITIGROUP INC | Oct 5, 2023 | 1 | 0 | 4 | Oct 10, 2023 | Head of Wealth |
C | CITIGROUP INC | Sep 25, 2023 | 0 | 0 | 3 | Sep 28, 2023 | Head of Wealth |
BAC | BANK OF AMERICA CORP /DE/ | Mar 1, 2023 | 3 | -742,511 | 4 | Mar 3, 2023 | Pres, Merrill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Feb 15, 2023 | 9 | -751,667 | 4 | Feb 17, 2023 | Pres, Merrill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Feb 15, 2023 | 2 | 0 | 4 | Feb 15, 2023 | Pres, Merrill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Jan 25, 2023 | 3 | -1,331,127 | 4 | Jan 27, 2023 | Pres, Merrill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Feb 15, 2022 | 9 | -1,618,982 | 4 | Feb 17, 2022 | Pres, Merrill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Feb 15, 2022 | 3 | 0 | 4 | Feb 15, 2022 | Pres, Merrill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Jan 25, 2022 | 3 | -1,734,745 | 4 | Jan 27, 2022 | Pres, Merill Wealth Mgmt |
BAC | BANK OF AMERICA CORP /DE/ | Dec 6, 2021 | 2 | -830,524 | 4 | Jan 28, 2022 | Pres, Merill Wealth Mgmt |