| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 8 Oct 2026 | Pimentel Rudy | director, officer: President | P-Purchase | 1,000 | $10.15K |
| Mon, 5 Oct 2026 | Pimentel Rudy | director, officer: President | P-Purchase | 1,000 | $10.2K |
| Thu, 1 Oct 2026 | Pimentel Rudy | director, officer: President | P-Purchase | 1,000 | $10.3K |
| Wed, 4 Feb 2026 | Takao Justin | officer: Treasurer, CAO & CFO | S-Sale | 1,416 | $16.5K |
| Wed, 4 Feb 2026 | Takao Justin | officer: Treasurer, CAO & CFO | S-Sale | 4,994 | $58.48K |
| Tue, 3 Feb 2026 | Takao Justin | officer: Treasurer, CAO & CFO | S-Sale | 100 | $1.17K |
| Tue, 3 Feb 2026 | Takao Justin | officer: Treasurer, CAO & CFO | S-Sale | 7,397 | $86.69K |
| Tue, 3 Feb 2026 | Takao Justin | officer: Treasurer, CAO & CFO | S-Sale | 7,310 | $85.6K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 2,996,729 | 7.3% | +251,322 |
| GUGGENHEIM CAPITAL LLC | 851,503 | 2.1% | +57,941 |
| UBS Group AG | 646,653 | 1.6% | −13,809 |
| WELLS FARGO & COMPANY/MN | 548,460 | 1.3% | −34,686 |
| BANK OF AMERICA CORP /DE/ | 348,013 | 0.8% | +6,095 |
| Rareview Capital LLC | 198,863 | 0.5% | +18,251 |
| Kovack Advisors, Inc. | 216,679 | 0.5% | +81,653 |
| LPL Financial LLC | 217,250 | 0.5% | +4,305 |
| Shaker Financial Services, LLC | 175,575 | 0.4% | −140,063 |
| Karpus Management, Inc. | 162,934 | 0.4% | −5,759 |
| Significant Wealth Partners LLC | 143,556 | 0.4% | +2,407 |
| Capital Investment Advisors, LLC | 135,975 | 0.3% | −4,350 |
| Invesco Ltd. | 125,904 | 0.3% | −27,220 |
| RAYMOND JAMES FINANCIAL INC | 114,454 | 0.3% |
| −2,237 |
| J.W. COLE ADVISORS, INC. | 101,737 | 0.2% | — |