| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| C, C-PN | CITIGROUP INC | Controller & Chief Acc Officer | $5.55M | Aug 15, 2024 | ||
| BAC, BML-PG | BANK OF AMERICA CORP /DE/ | Chief Accounting Officer | $703K | Nov 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|