| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Fri, 16 Oct 2026 | Robert Young L | other | S-Sale | 16,131 | $17.63M |
| Wed, 14 Oct 2026 | TOTH TERENCE J | other | S-Sale | 6,677 | $71.81K |
| Wed, 25 Feb 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10 percent owner | P-Purchase | 8 | $103.04 |
| Wed, 25 Feb 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10 percent owner | S-Sale | 8 | $103.76 |
| Mon, 26 Jan 2026 | BANK OF AMERICA CORP /DE/ | 10 percent owner | S-Sale | 343 | $4.2K |
| Mon, 26 Jan 2026 | BANK OF AMERICA CORP /DE/ | 10 percent owner | P-Purchase | 343 | $4.3K |
| Fri, 2 Jan 2026 | BANK OF AMERICA CORP /DE/ | 10 percent owner | P-Purchase | 6,075 | $76.61K |
| Fri, 2 Jan 2026 | BANK OF AMERICA CORP /DE/ | 10 percent owner | S-Sale | 6,075 | $76.06K |
| Thu, 11 Dec 2025 | TOTH TERENCE J | other | P-Purchase | 6,677 | $85K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 3,087,546 | 1.6% | +47,319 |
| WELLS FARGO & COMPANY/MN | 2,205,133 | 1.1% | +348,330 |
| GUGGENHEIM CAPITAL LLC | 2,180,790 | 1.1% | +67,030 |
| UBS Group AG | 2,008,537 | 1.0% | −109,034 |
| BANK OF AMERICA CORP /DE/ | 1,923,434 | 1.0% | −209,410 |
| Hennion & Walsh Asset Management, Inc. | 1,605,436 | 0.8% | +249,751 |
| RAYMOND JAMES FINANCIAL INC | 1,167,360 | 0.6% | +99,876 |
| ROYAL BANK OF CANADA | 1,086,535 | 0.6% | +64,977 |
| LPL Financial LLC | 1,083,518 | 0.6% | +100,930 |
| Melone Private Wealth, LLC | 972,837 | 0.5% | +117,655 |
| VAN ECK ASSOCIATES CORP | 949,535 | 0.5% | — |
| STIFEL FINANCIAL CORP | 720,508 | 0.4% | +36,266 |
| Advisors Asset Management, Inc. | 680,478 | 0.3% | −9,305 |
| Cetera Investment Advisers | 587,505 |
| 0.3% |
| +44,759 |
| McGowan Group Asset Management, Inc. | 469,795 | 0.2% | +3,121 |
