| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Tue, 9 Dec 2025 | FRANK STEVEN | — | — | 0 | $0 |
| Fri, 31 Oct 2025 | Kastoff Robert | other | A-Award | 71 | $0 |
| Fri, 31 Oct 2025 | Zaharis-Nikas Elaine | officer, other: Vice President | A-Award | 47 | $0 |
| Fri, 31 Oct 2025 | Zaharis-Nikas Elaine | officer, other: Vice President | A-Award | 910 | $0 |
| Fri, 31 Oct 2025 | Zaharis-Nikas Elaine | officer, other: Vice President | A-Award | 682 | $0 |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 4,152,693 | 7.5% | +280,293 |
| BANK OF AMERICA CORP /DE/ | 3,525,696 | 6.4% | −168,003 |
| UBS Group AG | 2,551,995 | 4.6% | +164,120 |
| ROYAL BANK OF CANADA | 675,814 | 1.2% | −43,304 |
| RAYMOND JAMES FINANCIAL INC | 359,653 | 0.7% | −74,059 |
| Rockefeller Capital Management L.P. | 202,971 | 0.4% | +1,622 |
| STIFEL FINANCIAL CORP | 155,674 | 0.3% | +9,923 |
| Lido Advisors, LLC | 143,451 | 0.3% | +97,666 |
| Shaker Financial Services, LLC | 97,919 | 0.2% | −48,270 |
| Pettinga Financial Advisors LLC | 85,599 | 0.2% | +32,435 |
| FIFTH THIRD BANCORP | 70,015 | 0.1% | −572 |
| FIRST TRUST ADVISORS LP | 68,480 | 0.1% | +5,648 |
| LPL Financial LLC | 62,617 | 0.1% | +2,749 |
| OPPENHEIMER & CO INC | 53,181 | 0.1% | −1,848 |
| CITADEL ADVISORS LLC | 52,043 | 0.1% | −6,533 |
