| Jul 1, 26 | Willard Morgan | Officer | Sale | -- | -- | -- | -- |
| Jul 1, 26 | Shin Myung | Officer | Sale | -- | -- | -- | -- |
| Jul 1, 26 | Davenport Russel | Officer | Sale | -- | -- | -- | -- |
| Jul 1, 26 | JOHNSON ERIC DAVID | Officer | Sale | -- | -- | -- | -- |
| Jul 1, 26 | Vitale Paul | Officer | Sale | -- | -- | -- | -- |
| Jan 22, 26 | Chang Stephen Koon Bong | -- | Sale | -- | -- | -- | -- |
| Jan 22, 26 | MITTAL MOHIT | -- | Sale | -- | -- | -- | -- |
| Jan 22, 26 | Mandinach Jason William | -- | Sale | -- | -- | -- | -- |
| Sep 18, 25 | Morris Sonya | CTO | Sale | -- | -- | -- | -- |
| Sep 18, 25 | Michel Mark D. | CTO | Sale | -- | -- | -- | -- |
| Jun 27, 25 | Hall Gregory Weston | other: See Remarks | Purchase | $9.90 | 101.01K | $1000.00K | 202.03K |
| Apr 16, 25 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $100,000.00 | 1.50K | $150.00M | 3.50K |
| Mar 26, 25 | Bui Sonia E | Officer | Sale | -- | -- | -- | -- |
| Jan 23, 25 | Ferguson Benjamin | -- | Sale | -- | -- | -- | -- |
| Jan 23, 25 | Kraus Kristofer | -- | Sale | -- | -- | -- | -- |
| Dec 1, 24 | FLATTUM DAVID C | -- | Sale | -- | -- | -- | -- |
| Aug 15, 24 | Bekkers Timothy Albert-Michel-Alain | -- | Sale | -- | -- | -- | -- |
| Aug 15, 24 | Dinan Jaime Catherine | -- | Sale | -- | -- | -- | -- |
| Aug 15, 24 | Ellis Michele Noel | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | Yang Jing | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | Kersman Alejandro Eduardo | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | SHARENOW GREG ELLIOT | -- | Sale | -- | -- | -- | -- |
| Jan 25, 24 | MURATA ALFRED T | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Vu Quynh-Chi Hoang | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Stern Jason Ross | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Wildermuth Paul Thomas | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Pacetti Laine Elizabeth | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Narain Shivanand | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | McLaughlin Colleen Patrice | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Goodman Matthew Louis | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Creighton Alyssa Michele | -- | Sale | -- | -- | -- | -- |
| Jan 8, 24 | Chan Carol Kar-lon | -- | Sale | -- | -- | -- | -- |
| Dec 31, 23 | Suh Sung-Hee | -- | Sale | -- | -- | -- | -- |
| Apr 30, 23 | Cantrill Elizabeth Davis | CTO | Sale | -- | -- | -- | -- |
| Apr 21, 23 | Christine Kyle Francis | -- | Sale | -- | -- | -- | -- |
| Mar 23, 23 | Mason Gregory John | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 23 | Golota Maria Marchenko | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 23 | Duran Jason Raul | Officer | Sale | -- | -- | -- | -- |
| Jan 26, 23 | WANG QI | -- | Sale | -- | -- | -- | -- |
| Jan 26, 23 | Ananthanarayanan Vishalakshi Mangala | -- | Sale | -- | -- | -- | -- |
| Jan 26, 23 | Pier Sonali Shah | -- | Sale | -- | -- | -- | -- |
| Jan 26, 23 | Steiner Jason Robert | -- | Sale | -- | -- | -- | -- |
| Jan 6, 23 | SCHLUTER RACHEL ANNA | CTO | Purchase | $9.96 | 2.01K | $20.00K | 2.01K |
| Nov 17, 22 | JPMorgan Chase Bank, N.A. | CTO | Purchase | -- | 1.00K | -- | 1.00K |
| Nov 17, 22 | JPMorgan Chase Bank, N.A. | CTO | Sale | -- | 1.00K | -- | -- |
| Nov 1, 22 | JPMorgan Chase Bank, N.A. | CTO | Purchase | -- | 250 | -- | 1.00K |
| Aug 25, 22 | Lee Kenneth W. | Officer | Sale | -- | -- | -- | -- |
| Aug 25, 22 | Burrill Douglas Benjamin | Officer | Sale | -- | -- | -- | -- |
| Jul 1, 22 | McCartney Kathleen Ann | CTO | Sale | -- | -- | -- | -- |
| Jun 16, 22 | Werber Keith Adam | Officer | Sale | -- | -- | -- | -- |
| May 9, 22 | Banc of America Preferred Funding Corp | CTO | Purchase | -- | -- | -- | 2.00K |
| May 9, 22 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | -- | -- | -- | 2.00K |
| Apr 8, 22 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $100,000.00 | 1.00K | $100.00M | 2.00K |
| Apr 8, 22 | Banc of America Preferred Funding Corp | CTO | Purchase | -- | 1.00K | -- | 2.00K |
| Feb 8, 22 | Cantrill Elizabeth Davis | -- | Sale | -- | -- | -- | -- |
| Jan 27, 22 | Meggers Julie Ann | -- | Sale | -- | -- | -- | -- |
| Jan 24, 22 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | -- | -- | -- | 1.00K |
| Jan 24, 22 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | -- | -- | -- | 1.00K |
| Dec 6, 21 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $100,000.00 | 250 | $25.00M | 1.00K |
| Sep 30, 21 | Jelic Mark Allen | Officer | Sale | -- | -- | -- | -- |
| Jun 8, 21 | Vandecruze Grace | CTO | Sale | -- | -- | -- | -- |
| Jun 1, 21 | Zakir Nadia | -- | Sale | -- | -- | -- | -- |
| Mar 18, 21 | Duggan Elizabeth A | Officer | Sale | -- | -- | -- | -- |
| Jan 21, 21 | Brigliadori Geraldine Edith | -- | Sale | -- | -- | -- | -- |
| Jan 21, 21 | Ananthanarayanan Vishalakshi Mangala | -- | Sale | -- | -- | -- | -- |
| Jan 28, 21 | Hall Gregory Weston | other: SEE REMARKS | Purchase | $11.65 | 85.84K | $999.99K | 85.84K |
| Nov 18, 20 | Roman Emmanuel | other: SEE REMARKS | Purchase | $11.16 | 268.82K | $3.00M | 268.82K |
| Oct 1, 20 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | -- | -- | 750 |
| Oct 1, 20 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | -- | -- | 750 |
| Sep 24, 20 | Hall Gregory Weston | -- | Sale | -- | -- | -- | -- |
| Jun 11, 20 | Kittredge Joseph Baker Jr | CTO | Sale | -- | -- | -- | -- |
| May 21, 20 | HAMMER DAVID S | other: SEE REMARKS | Purchase | $10.25 | 48.78K | $500.00K | 48.78K |
| Apr 20, 20 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $100,000.00 | 250 | $25.00M | 750 |
| Mar 20, 20 | SEIDNER MARC P | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | TOURNIER EVE ANNE CELINE | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | Whitten Candice Stack | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | MOGELOF ERIC J | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | Schneider Jerome M | -- | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Zhang Hao Jessica | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Pittluck Brian Joel | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Byer Jeffrey Alan | Officer | Sale | -- | -- | -- | -- |
| Aug 27, 19 | Arora Amit | -- | Sale | -- | -- | -- | -- |
| Nov 18, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $100,000.00 | 250 | $25.00M | 500 |
| Sep 27, 19 | Roman Emmanuel | other: SEE REMARKS | Purchase | $10.74 | 279.33K | $3.00M | 279.33K |
| Jun 17, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 250 |
| Jun 17, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 250 |
| May 28, 19 | TODD BRADLEY ALLEN | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | SHENOY SHWETHA P | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | EVANS BRANDON THOMAS | Officer | Sale | -- | -- | -- | -- |
| Mar 28, 19 | NAGLER JASON JORDAN | Officer | Purchase | $10.17 | 4.42K | $44.99K | 4.42K |
| Mar 15, 19 | Allianz Fund Investments, Inc. | 10 percent owner | Sale | -- | -- | -- | 300.00K |
| Mar 20, 19 | DEAN MILLER COLLEEN | Officer | Purchase | $10.00 | 200 | $2.00K | 200 |
| Mar 15, 19 | FISHER DAVID NICHOLS III | CTO | Purchase | $10.00 | 25.18K | $251.77K | 25.18K |
| Jan 1, 19 | STAHL CATHLEEN RUTH | -- | Sale | -- | -- | -- | -- |
| Jan 1, 19 | Cogan Sarah E | CTO | Sale | -- | -- | -- | -- |
| Jan 1, 19 | FISHER DAVID NICHOLS III | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Allianz Asset Management of America L.P. | 10 percent owner | Sale | -- | -- | -- | 10.00K |
| Jul 19, 18 | WORAH MIHIR P | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | WANG QI | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Walker Trent | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | STRELOW PETER G | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | SCHLUTER RACHEL ANNA | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Ratner Joshua | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | PARIKH BIJAL Y | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Otterbein Thomas J | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Ogden William B IV | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | LESHAW RYAN G | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | KORINKE KIMBERLEY G | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | KIT WU KWAN | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | KERTESS HANS W | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | JOHNSON ERIC DAVID | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | JACOBSON JAMES A | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | HAMMER DAVID S | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | GALLAGHER BRADFORD K | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | FELS JOACHIM WALTER | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Durham Jennifer E | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | DEAN MILLER COLLEEN | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | BROWN ERIK C | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | AUDAIN-PRESSLEY KEISHA L | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Anctil Stacie | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Rappaport Alan | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | PACIFIC INVESTMENT MANAGEMENT CO LLC | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | STRACKE THIBAULT CHRISTIAN | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | Roman Emmanuel | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | NAGLER JASON JORDAN | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | MORIN CHRISTOPHER M | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | MANEY JOHN C | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | IVASCYN DANIEL J | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | GALIPEAU WILLIAM GLEN | Officer | Sale | -- | -- | -- | -- |
| Jul 19, 18 | FLATTUM DAVID C | -- | Sale | -- | -- | -- | -- |
| Jul 19, 18 | DeCotis Deborah A | CTO | Sale | -- | -- | -- | -- |
| Jul 19, 18 | DAWSON CRAIG A | CTO | Sale | -- | -- | -- | -- |