| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Fri, 16 Oct 2026 | Robert Young L | other | S-Sale | 32,727 | $337.74K |
| Wed, 14 Oct 2026 | TOTH TERENCE J | other | P-Purchase | 0 | $3.76 |
| Wed, 14 Oct 2026 | TOTH TERENCE J | other | P-Purchase | 3 | $30.39 |
| Wed, 14 Oct 2026 | TOTH TERENCE J | other | P-Purchase | 2,500 | $25.3K |
| Wed, 14 Oct 2026 | TOTH TERENCE J | other | P-Purchase | 4,587 | $46.47K |
| Mon, 5 Oct 2026 | BANK OF AMERICA CORP /DE/ | 10 percent owner | J-Other | 500 | — |
| Wed, 23 Sep 2026 | WELLS FARGO & COMPANY/MN | 10 percent owner | J-Other | 500 | — |
| Wed, 10 Jun 2026 | WELLS FARGO & COMPANY/MN | 10 percent owner | J-Other | 750 | — |
| Wed, 11 Mar 2026 | WELLS FARGO & COMPANY/MN | 10 percent owner | J-Other | 500 | — |
| Thu, 5 Mar 2026 | Siffermann William A | officer: Vice President | P-Purchase | 100 | $1.21K |
| Fri, 2 Jan 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10 percent owner | S-Sale | 6,374 | $76.42K |
| Fri, 2 Jan 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10 percent owner | P-Purchase | 6,374 | $76.55K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 6,661,733 | 2.9% | +25,218 |
| GUGGENHEIM CAPITAL LLC | 3,620,112 | 1.5% | +551,581 |
| UBS Group AG | 3,121,270 | 1.3% | −67,958 |
| WELLS FARGO & COMPANY/MN | 2,790,256 | 1.2% | +290,511 |
| BANK OF AMERICA CORP /DE/ | 2,317,429 | 1.0% | −201,504 |
| RAYMOND JAMES FINANCIAL INC | 2,071,280 | 0.9% | −562,377 |
| AMERIPRISE FINANCIAL INC | 1,375,036 | 0.6% | +148,807 |
| Hennion & Walsh Asset Management, Inc. | 1,373,096 | 0.6% | +445,351 |
| McGowan Group Asset Management, Inc. | 1,361,907 | 0.6% | −17,819 |
| VAN ECK ASSOCIATES CORP | 1,288,803 | 0.6% | — |
| LPL Financial LLC | 1,265,467 | 0.5% | +42,866 |
| ROYAL BANK OF CANADA | 990,972 | 0.4% | +28,424 |
| Cornerstone Advisory, LLC | 813,878 | 0.3% | −33,548 |
| STIFEL FINANCIAL CORP |
| 757,076 |
| 0.3% |
| +26,484 |
| Eagle Bluffs Wealth Management LLC | 750,650 | 0.3% | +8,958 |
