|
DATE05/20/2026
|
SYMBOLNOV
|
NAMEWelborn Robert S.
|
POSITIONdirector
|
ACTIONACQUIRED 9457 SHARES
|
|
DATE05/20/2026
|
SYMBOLNOV
|
NAMEThomas William R.
|
POSITIONdirector
|
ACTIONACQUIRED 9457 SHARES
|
|
DATE05/20/2026
|
SYMBOLNOV
|
NAMEHARRISON DAVID D
|
POSITIONdirector
|
ACTIONACQUIRED 9457 SHARES
|
|
DATE05/21/2026
|
SYMBOLGNTX
|
NAMESchaum Richard O
|
POSITIONdirector
|
ACTIONACQUIRED 5626 SHARES
|
|
DATE05/20/2026
|
SYMBOLNOV
|
NAMEKendall Christian S
|
POSITIONdirector
|
ACTIONACQUIRED 9457 SHARES
|
|
DATE05/19/2026
|
SYMBOLFRME
|
NAMEFultz Paul G
|
POSITIONdirector:
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/20/2026
|
SYMBOLNOV
|
NAMEMELCHER PATRICIA B
|
POSITIONdirector
|
ACTIONACQUIRED 9457 SHARES
|
|
DATE05/05/2026
|
SYMBOLFRME
|
NAMEMyers Larry W
|
POSITIONdirector, officer: First Vice President
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/21/2026
|
SYMBOLROCK
|
NAMEBolanowski Katherine
|
POSITIONofficer: General Counsel, VP, Secretary
|
ACTIONACQUIRED 144 SHARES
|
|
DATE05/21/2026
|
SYMBOLROCK
|
NAMEBolanowski Katherine
|
POSITIONofficer: General Counsel, VP, Secretary
|
ACTIONACQUIRED 1256 SHARES
|
|
DATE05/21/2026
|
SYMBOLWPP
|
NAMEAgnefjall Hans Peter Henrik
|
POSITIONdirector
|
ACTIONACQUIRED 75000 SHARES
|
|
DATE05/21/2026
|
SYMBOLHOPE
|
NAMESacchi Guido Francesco
|
POSITIONdirector
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEGordon Susan M.
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEDeMaio Donna
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/21/2026
|
SYMBOLHOPE
|
NAMENakajima Takaaki
|
POSITIONdirector
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEFreda William C
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEFawcett Amelia C.
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEHalliday Patricia
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEMATHEW SARA
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEMeaney William L
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEPortalatin Julio A
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEPorter Brian J.
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMERhea John B
|
POSITIONdirector
|
ACTIONACQUIRED 2533 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEO'Sullivan Sean
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/20/2026
|
SYMBOLSTT
|
NAMEChandoha Marie A
|
POSITIONdirector
|
ACTIONACQUIRED 1526 SHARES
|
|
DATE05/22/2026
|
SYMBOLLCRDX
|
NAMEAndes Gina M.
|
POSITIONofficer
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/11/2026
|
SYMBOLHSDT
|
NAMEFusion Summer Ltd
|
POSITION10 percent owner
|
ACTIONDISPOSED 1453277 SHARES
|
|
DATE05/21/2026
|
SYMBOLSCCO
|
NAMEPALOMINO BONILLA LUIS MIGUEL
|
POSITIONdirector
|
ACTIONDISPOSED 100 SHARES
|
|
DATE05/21/2026
|
SYMBOLSCCO
|
NAMEPALOMINO BONILLA LUIS MIGUEL
|
POSITIONdirector
|
ACTIONDISPOSED 100 SHARES
|
|
DATE09/18/2025
|
SYMBOLHSDT
|
NAMEFusion Summer Ltd
|
POSITION10 percent owner
|
ACTIONDISPOSED 0 SHARES
|
|
DATE09/18/2025
|
SYMBOLHSDT
|
NAMEFusion Summer Ltd
|
POSITION10 percent owner
|
ACTIONDISPOSED 6830402 SHARES
|
|
DATE05/21/2026
|
SYMBOLITRI
|
NAMEReeves Donald L. III
|
POSITIONofficer: SVP, Outcomes
|
ACTIONDISPOSED 255 SHARES
|
|
DATE05/20/2026
|
SYMBOLNBIS
|
NAMETal Boaz
|
POSITIONofficer: General Counsel
|
ACTIONDISPOSED 2600 SHARES
|
|
DATE05/20/2026
|
SYMBOLNBIS
|
NAMETal Boaz
|
POSITIONofficer: General Counsel
|
ACTIONDISPOSED 2000 SHARES
|
|
DATE05/20/2026
|
SYMBOLNBIS
|
NAMETal Boaz
|
POSITIONofficer: General Counsel
|
ACTIONDISPOSED 500 SHARES
|
|
DATE05/21/2026
|
SYMBOLGRNT
|
NAMEMCCARTNEY JOHN
|
POSITIONdirector
|
ACTIONACQUIRED 4000 SHARES
|
|
DATE05/21/2026
|
SYMBOLNBTB
|
NAMEKowalczyk Andrew S III
|
POSITIONdirector
|
ACTIONACQUIRED 1128 SHARES
|
|
DATE05/11/2026
|
SYMBOLWPP
|
NAMEAgnefjall Hans Peter Henrik
|
POSITIONdirector:
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/20/2026
|
SYMBOLAPA
|
NAMEMaddox Mark D
|
POSITIONofficer: Executive VP - Administration
|
ACTIONDISPOSED 9800 SHARES
|
|
DATE05/20/2026
|
SYMBOLAPA
|
NAMEMaddox Mark D
|
POSITIONofficer: Executive VP - Administration
|
ACTIONACQUIRED 15500 SHARES
|
|
DATE05/20/2026
|
SYMBOLSDHC
|
NAMEDevendorf Russell
|
POSITIONofficer: See Remarks
|
ACTIONACQUIRED 2000 SHARES
|
|
DATE05/20/2026
|
SYMBOLAFL
|
NAMEJapan Post Holdings Co., Ltd.
|
POSITION10 percent owner
|
ACTIONDISPOSED 26485 SHARES
|
|
DATE05/20/2026
|
SYMBOLAFL
|
NAMEJapan Post Holdings Co., Ltd.
|
POSITION10 percent owner
|
ACTIONDISPOSED 5115 SHARES
|
|
DATE05/21/2026
|
SYMBOLGNTX
|
NAMEPink Billy
|
POSITIONdirector
|
ACTIONACQUIRED 5626 SHARES
|
|
DATE05/21/2026
|
SYMBOLNATR
|
NAMEBrower Nathan G
|
POSITIONofficer: EVP, General Counsel
|
ACTIONDISPOSED 12015 SHARES
|
|
DATE05/21/2026
|
SYMBOLWSBK
|
NAMECarroll John A
|
POSITIONdirector, officer: President & CEO
|
ACTIONACQUIRED 50 SHARES
|
|
DATE05/21/2026
|
SYMBOLGNTX
|
NAMEDEUR GARTH
|
POSITIONdirector
|
ACTIONACQUIRED 5626 SHARES
|
|
DATE05/21/2026
|
SYMBOLGNTX
|
NAMEBROWN LESLIE L
|
POSITIONdirector
|
ACTIONACQUIRED 5626 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEWillett Robert
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/20/2026
|
SYMBOLN/A
|
NAMEBROOKFIELD Corp /ON/
|
POSITION10 percent owner
|
ACTIONACQUIRED 105468 SHARES
|
|
DATE05/20/2026
|
SYMBOLPML
|
NAMEBANK OF AMERICA CORP /DE/
|
POSITION10 percent owner
|
ACTIONACQUIRED 680 SHARES
|
|
DATE05/20/2026
|
SYMBOLPML
|
NAMEBANK OF AMERICA CORP /DE/
|
POSITION10 percent owner
|
ACTIONDISPOSED 680 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEWelch John R.
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/21/2026
|
SYMBOLCCFN
|
NAMEMCMICHAEL W BRUCE JR
|
POSITIONdirector
|
ACTIONACQUIRED 932 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEStewart Shelley JR
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/21/2026
|
SYMBOLSTEW
|
NAMEHemmer Jacob E
|
POSITIONdirector
|
ACTIONACQUIRED 5000 SHARES
|
|
DATE05/20/2026
|
SYMBOLCHH
|
NAMEDragisich Dominic
|
POSITIONofficer: Interim CEO
|
ACTIONACQUIRED 4454 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEStates Lauren
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/20/2026
|
SYMBOLNBH
|
NAMEBANK OF AMERICA CORP /DE/
|
POSITION10 percent owner
|
ACTIONACQUIRED 3200 SHARES
|
|
DATE05/20/2026
|
SYMBOLNBH
|
NAMEBANK OF AMERICA CORP /DE/
|
POSITION10 percent owner
|
ACTIONDISPOSED 2000 SHARES
|
|
DATE05/20/2026
|
SYMBOLNBH
|
NAMEBANK OF AMERICA CORP /DE/
|
POSITION10 percent owner
|
ACTIONDISPOSED 1200 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMERobertson Andrea
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/21/2026
|
SYMBOLUSCB
|
NAMEDE LA AGUILERA LUIS
|
POSITIONdirector, officer: President and CEO
|
ACTIONACQUIRED 49414 SHARES
|
|
DATE05/21/2026
|
SYMBOLUSCB
|
NAMEDE LA AGUILERA LUIS
|
POSITIONdirector, officer: President and CEO
|
ACTIONDISPOSED 49414 SHARES
|
|
DATE05/21/2026
|
SYMBOLUSCB
|
NAMEDE LA AGUILERA LUIS
|
POSITIONdirector, officer: President and CEO
|
ACTIONDISPOSED 49414 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEReed Marcy L.
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEQuirk Alison A.
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/20/2026
|
SYMBOLNVGS
|
NAMESchroder Michael
|
POSITIONofficer: Chief Operating Officer
|
ACTIONDISPOSED 25000 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEPRESTON JOHN T
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEGALANTE EDWARD G
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/21/2026
|
SYMBOLBFH
|
NAMEFawcett John J.
|
POSITIONdirector
|
ACTIONACQUIRED 698 SHARES
|
|
DATE05/20/2026
|
SYMBOLCLH
|
NAMEPolito Karyn
|
POSITIONdirector
|
ACTIONACQUIRED 652 SHARES
|
|
DATE05/20/2026
|
SYMBOLSBLK
|
NAMEReskos Nikolaos
|
POSITIONofficer: Chief Operating Officer
|
ACTIONDISPOSED 9914 SHARES
|
|
DATE05/21/2026
|
SYMBOLSBLK
|
NAMEReskos Nikolaos
|
POSITIONofficer: Chief Operating Officer
|
ACTIONDISPOSED 30000 SHARES
|
|
DATE05/20/2026
|
SYMBOLKLTR
|
NAMEIsraeli Natan
|
POSITIONofficer: Chief Customer Officer
|
ACTIONDISPOSED 13965 SHARES
|
|
DATE05/20/2026
|
SYMBOLSKYH
|
NAMEGESSOW ANDREW J
|
POSITIONdirector
|
ACTIONACQUIRED 5000 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEGriffith Kimberly L
|
POSITIONofficer: SEVP - Human Resources
|
ACTIONACQUIRED 5655 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEFriend Robert H
|
POSITIONofficer: EVP & CCO
|
ACTIONACQUIRED 6467 SHARES
|
|
DATE05/14/2026
|
SYMBOLDHY
|
NAMEPopp John G.
|
POSITIONofficer, other: Chief Investment Officer
|
ACTIONACQUIRED 6500 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEJackson Jeffrey H
|
POSITIONdirector, officer: President & CEO
|
ACTIONACQUIRED 39517 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMELaws Richard K
|
POSITIONofficer: SEVP Chief Legal Counsel
|
ACTIONACQUIRED 5960 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEHipwell Alisha
|
POSITIONofficer: SEVP - Chief Comm Officer
|
ACTIONACQUIRED 2693 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEJones Nathan R
|
POSITIONofficer: SEVP/Chief Risk Officer
|
ACTIONACQUIRED 6125 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEDaniel K Weiss
|
POSITIONofficer: SEVP & Chief Financial Officer
|
ACTIONACQUIRED 9132 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEPattishall-Krupinski Jan
|
POSITIONofficer: SEVP - Chief Admin Officer
|
ACTIONACQUIRED 6260 SHARES
|
|
DATE05/20/2026
|
SYMBOLNWBI
|
NAMEBallard Steven Chad
|
POSITIONofficer: Chief Information Officer
|
ACTIONDISPOSED 0 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMELove Scott A
|
POSITIONofficer: EVP - Wealth Management
|
ACTIONACQUIRED 7395 SHARES
|
|
DATE05/21/2026
|
SYMBOLTPL
|
NAMEHORIZON KINETICS ASSET MANAGEMENT LLC
|
POSITION10 percent owner
|
ACTIONACQUIRED 1 SHARES
|
|
DATE05/21/2026
|
SYMBOLJBS
|
NAMEO'Callaghan Jeremiah Alphonsus
|
POSITIONdirector
|
ACTIONACQUIRED 49554 SHARES
|
|
DATE05/21/2026
|
SYMBOLJBS
|
NAMEO'Callaghan Jeremiah Alphonsus
|
POSITIONdirector
|
ACTIONACQUIRED 27228 SHARES
|
|
DATE05/21/2026
|
SYMBOLJBS
|
NAMECavalcanti Guilherme Perboyre
|
POSITIONofficer: Global CFO and IRO
|
ACTIONACQUIRED 185828 SHARES
|
|
DATE05/20/2026
|
SYMBOLWSBC
|
NAMEZatta Jayson M
|
POSITIONofficer: SEVP & Chief Banking Officer
|
ACTIONACQUIRED 9745 SHARES
|
|
DATE05/15/2026
|
SYMBOLSAFX
|
NAMESOULE RANDY
|
POSITION10 percent owner
|
ACTIONDISPOSED 5000000 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMETanner David Allen
|
POSITIONdirector
|
ACTIONACQUIRED 135 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMESHANK SUZANNE F.
|
POSITIONdirector
|
ACTIONACQUIRED 135 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMEHicks Weston M
|
POSITIONdirector
|
ACTIONACQUIRED 190 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMEGelston Philip A
|
POSITIONdirector
|
ACTIONACQUIRED 135 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMEDillon Margaret
|
POSITIONdirector
|
ACTIONACQUIRED 135 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMEChu John
|
POSITIONdirector
|
ACTIONACQUIRED 135 SHARES
|
|
DATE05/21/2026
|
SYMBOLWTM
|
NAMEChu John
|
POSITIONdirector
|
ACTIONDISPOSED 0 SHARES
|
