| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC | Controller & Chief Acc Officer | Common Stock | 91.5K | $5.55M | $60.66 | Aug 15, 2024 | Direct |
| BANK OF AMERICA CORP /DE/ | Chief Accounting Officer | Preferred Stock, Series DD | 50K | Mar 1, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMERICA CORP /DE/ | Mar 1, 2025 | 0 | $0 | 3 | Mar 7, 2025 | Chief Accounting Officer |
| C | CITIGROUP INC | Aug 15, 2024 | 3 | -$1.53M | 4 | Aug 16, 2024 | Controller & Chief Acc Officer |
| C | CITIGROUP INC | Feb 15, 2024 | 1 | $0 | 4 | Feb 20, 2024 | Controller & Chief Acc Officer |
| C | CITIGROUP INC | Jan 20, 2024 | 1 | -$422K | 4 | Jan 23, 2024 | Controller & Chief Acc Officer |
| C | CITIGROUP INC | Feb 16, 2023 | 1 | $0 | 4 | Feb 21, 2023 | Controller&Chief Acct. Officer |
| C | CITIGROUP INC | Jan 20, 2023 | 1 | -$261K | 4 | Jan 24, 2023 | Controller&Chief Acct. Officer |
| C | CITIGROUP INC | Feb 10, 2022 | 1 | $0 | 4 | Feb 14, 2022 | Controller&Chief Acct. Officer |
| C | CITIGROUP INC | Jan 20, 2022 | 1 | -$197K | 4 | Jan 24, 2022 | Controller&Chief Acct. Officer |