| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC | Head of Wealth | Common Stock | 280K | $20M | $71.44 | Mar 20, 2025 | Direct |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Common Stock | 392K | $12.9M | $32.80 | Mar 1, 2023 | Direct |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2023 Restricted Stock Units | 62.4K | $2.13M | $34.07 | Feb 15, 2023 | Direct |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2022 Restricted Stock Units | 36.3K | $1.24M | $34.07 | Feb 15, 2023 | Direct |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2021 Restricted Stock Units | 26.7K | $911K | $34.07 | Feb 15, 2023 | Direct |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Common Stock | 12.6K | $414K | $32.80 | Mar 1, 2023 | By Spouse |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | Common Stock | 7.85 | $258 | $32.80 | Mar 1, 2023 | 401(k) Plan |
| BANK OF AMERICA CORP /DE/ | Pres, Merrill Wealth Mgmt | 2023 Performance Restricted Stock Units | 62.4K | 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 | Mar 20, 2025 | 1 | -$1.21M | 4 | Mar 24, 2025 | Head of Wealth |
| C | CITIGROUP INC | Feb 20, 2025 | 1 | -$3.42M | 4 | Feb 24, 2025 | Head of Wealth |
| C | CITIGROUP INC | Feb 13, 2025 | 1 | $0 | 4 | Feb 18, 2025 | Head of Wealth |
| C | CITIGROUP INC | Jan 20, 2025 | 1 | -$448K | 4 | Jan 22, 2025 | Head of Wealth |
| 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 | -$743K | 4 | Mar 3, 2023 | Pres, Merrill Wealth Mgmt |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 15, 2023 | 9 | -$752K | 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 | -$1.33M | 4 | Jan 27, 2023 | Pres, Merrill Wealth Mgmt |
| BAC | BANK OF AMERICA CORP /DE/ | Feb 15, 2022 | 9 | -$1.62M | 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 | -$1.73M | 4 | Jan 27, 2022 | Pres, Merill Wealth Mgmt |
| BAC | BANK OF AMERICA CORP /DE/ | Dec 6, 2021 | 2 | -$831K | 4 | Jan 28, 2022 | Pres, Merill Wealth Mgmt |