| Aug 24, 26 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | 150 | -- | 760 |
| Aug 24, 26 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | $100,211.23 | 149 | $14.93M | -- |
| 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 | -- | -- | -- | -- |
| Feb 23, 26 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | 260 | -- | 910 |
| Jan 22, 26 | Chang Stephen Koon Bong | -- | Sale | -- | -- | -- | -- |
| Jan 22, 26 | MITTAL MOHIT | -- | Sale | -- | -- | -- | -- |
| Jan 22, 26 | Mandinach Jason William | -- | Sale | -- | -- | -- | -- |
| Dec 31, 25 | Morris Sonya | CTO | Sale | -- | -- | -- | -- |
| Sep 18, 25 | Michel Mark D. | CTO | Sale | -- | -- | -- | -- |
| Aug 11, 25 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $6.52 | 105 | $684.159 | 105 |
| Aug 11, 25 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | $6.52 | 105 | $684.159 | -- |
| Aug 1, 25 | Cogan Sarah E | CTO | Purchase | -- | 1.19K | -- | 6.85K |
| Aug 1, 25 | Cogan Sarah E | CTO | Purchase | -- | 2.91K | -- | 5.66K |
| Aug 1, 25 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | -- | 670 | -- | 1.17K |
| 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 | -- | -- | -- | -- |
| Jun 27, 24 | JPMorgan Chase Bank, N.A. | 10 percent owner | Purchase | -- | 149 | -- | 149 |
| Jun 27, 24 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | 149 | -- | -- |
| Jun 12, 24 | JPMorgan Chase Bank, N.A. | 10 percent owner | Sale | -- | -- | -- | 149 |
| Apr 17, 24 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 500 |
| Apr 17, 24 | UBS Group AG | 10 percent owner | Sale | -- | 1.98K | -- | -- |
| 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 24, 24 | Cogan Sarah E | CTO | Purchase | $7.36 | 1.40K | $10.30K | 2.55K |
| 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 | -- | -- | -- | -- |
| Sep 18, 23 | BANK OF AMERICA CORP /DE/ | -- | Sale | $23,625.00 | 99 | $2.34M | -- |
| Sep 18, 23 | BANK OF AMERICA CORP /DE/ | -- | Sale | $23,625.00 | 137 | $3.24M | -- |
| Jun 16, 23 | Christine Kyle Francis | -- | Sale | -- | -- | -- | -- |
| Apr 30, 23 | Cantrill Elizabeth Davis | CTO | 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 | -- | -- | -- | -- |
| 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 | -- | -- | -- | -- |
| Feb 8, 22 | Cantrill Elizabeth Davis | -- | Sale | -- | -- | -- | -- |
| Jan 27, 22 | Meggers Julie Ann | -- | Sale | -- | -- | -- | -- |
| Sep 30, 21 | Jelic Mark Allen | Officer | Sale | -- | -- | -- | -- |
| Jun 30, 21 | Vandecruze Grace | CTO | Sale | -- | -- | -- | -- |
| Jun 1, 21 | Zakir Nadia | -- | Sale | -- | -- | -- | -- |
| Mar 19, 21 | Duggan Elizabeth A | Officer | Sale | -- | -- | -- | -- |
| Jan 21, 21 | Brigliadori Geraldine Edith | -- | Sale | -- | -- | -- | -- |
| Jan 21, 21 | Ananthanarayanan Vishalakshi Mangala | -- | Sale | -- | -- | -- | -- |
| Sep 24, 20 | Hall Gregory Weston | -- | Sale | -- | -- | -- | -- |
| Jun 12, 20 | Kittredge Joseph Baker Jr | CTO | Sale | -- | -- | -- | -- |
| Jun 11, 20 | Cogan Sarah E | CTO | Purchase | $10.29 | 1.00K | $10.29K | 1.00K |
| Mar 20, 20 | MOGELOF ERIC J | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | Schneider Jerome M | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | SEIDNER MARC P | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | TOURNIER EVE ANNE CELINE | -- | Sale | -- | -- | -- | -- |
| Mar 20, 20 | Whitten Candice Stack | -- | Sale | -- | -- | -- | -- |
| Jan 29, 20 | BUFFINGTON THOMAS MATTHEW | CTO | Sale | $22,000.00 | 8 | $176.00K | -- |
| Jan 1, 20 | Zhang Hao Jessica | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Pittluck Brian Joel | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Clark Derrick Alan | CTO | Sale | -- | -- | -- | -- |
| Jan 1, 20 | Byer Jeffrey Alan | Officer | Sale | -- | -- | -- | -- |
| Aug 23, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | $11.78 | 5.37K | $63.26K | 5.37K |
| Aug 26, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $11.84 | 1.87K | $22.13K | -- |
| Aug 26, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $11.83 | 3.00K | $35.50K | -- |
| Aug 26, 19 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Purchase | $11.82 | 500 | $5.91K | -- |
| May 28, 19 | TODD BRADLEY ALLEN | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | SHENOY SHWETHA P | Officer | Sale | -- | -- | -- | -- |
| May 28, 19 | EVANS BRANDON THOMAS | Officer | Sale | -- | -- | -- | -- |
| Jan 2, 19 | BUFFINGTON THOMAS MATTHEW | CTO | Sale | -- | -- | -- | 8 |
| Jan 1, 19 | STAHL CATHLEEN RUTH | -- | Sale | -- | -- | -- | -- |
| Jan 1, 19 | FISHER DAVID NICHOLS III | CTO | Sale | -- | -- | -- | -- |
| Jan 1, 19 | Cogan Sarah E | CTO | Sale | -- | -- | -- | -- |
| Sep 12, 18 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 236 |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Purchase | $100,000.00 | 210 | $21.00M | 210 |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,253.38 | 180 | $3.83M | -- |
| Sep 18, 18 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | $21,259.99 | 201 | $4.27M | -- |
| Dec 31, 08 | WELLS FARGO & COMPANY/MN | 10 percent owner | Sale | -- | -- | -- | 381 |
| Jan 24, 18 | AUDAIN-PRESSLEY KEISHA L | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 18 | FELS JOACHIM WALTER | -- | Sale | -- | -- | -- | -- |
| Mar 23, 17 | PARIKH BIJAL Y | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 17 | Melman Laura S | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 17 | KIT WU KWAN | Officer | Sale | -- | -- | -- | -- |
| Mar 23, 17 | DEAN MILLER COLLEEN | Officer | Sale | -- | -- | -- | -- |
| Jan 12, 17 | WANG QI | -- | Sale | -- | -- | -- | -- |
| Jan 1, 17 | STRACKE THIBAULT CHRISTIAN | -- | Sale | -- | -- | -- | -- |
| Jan 1, 17 | HYMAN DANIEL H | -- | Sale | -- | -- | -- | -- |
| Nov 1, 16 | Roman Emmanuel | -- | Sale | -- | -- | -- | -- |
| Sep 22, 16 | MORIN CHRISTOPHER M | Officer | Sale | -- | -- | -- | -- |
| Jan 14, 16 | MATHER SCOTT A | -- | Sale | -- | -- | -- | -- |
| Jan 14, 16 | BRIDWELL JENNIFER S | -- | Sale | -- | -- | -- | -- |
| Jan 4, 16 | KORINKE KIMBERLEY G | -- | Sale | -- | -- | -- | -- |
| Aug 20, 15 | HAMMER DAVID S | -- | Sale | -- | -- | -- | -- |
| Jun 2, 15 | NAGLER JASON JORDAN | Officer | Sale | -- | -- | -- | -- |
| Jun 2, 15 | AVDEYCHIK VADIM | Officer | Sale | -- | -- | -- | -- |
| Jan 1, 15 | Otterbein Thomas J | -- | Sale | -- | -- | -- | -- |
| Jan 1, 15 | MARIAPPA SUDI | -- | Sale | -- | -- | -- | -- |
| Nov 28, 14 | UBS Group AG | 10 percent owner | Sale | -- | -- | -- | 1.98K |
| Sep 26, 14 | BALLS ANDREW | -- | Sale | -- | -- | -- | -- |
| Sep 5, 14 | JOHNSON ERIC DAVID | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | LESHAW RYAN G | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | GALIPEAU WILLIAM GLEN | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | Ratner Joshua | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | DAWSON CRAIG A | CTO | Sale | -- | -- | -- | -- |
| Sep 5, 14 | STRELOW PETER G | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | BROWN ERIK C | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | Walker Trent | Officer | Sale | -- | -- | -- | -- |
| Sep 5, 14 | Anctil Stacie | Officer | Sale | -- | -- | -- | -- |
| Jun 20, 14 | Barling James | -- | Sale | -- | -- | -- | -- |
| Apr 24, 14 | Bengtson-Olivieri Erin | -- | Sale | -- | -- | -- | -- |
| Mar 20, 14 | WORAH MIHIR P | -- | Sale | -- | -- | -- | -- |
| Mar 20, 14 | BENZ WILLIAM ROBERT II | -- | Sale | -- | -- | -- | -- |
| Mar 4, 14 | MOGELOF ERIC J | -- | Sale | -- | -- | -- | -- |
| Feb 14, 14 | Jobson David | -- | Sale | -- | -- | -- | -- |
| Jan 21, 14 | Jacobs Lew W IV | -- | Sale | -- | -- | -- | -- |
| Jul 2, 13 | Frank Udo | -- | Sale | -- | -- | -- | -- |
| Jun 26, 13 | Harter Thomas L | Officer | Sale | -- | -- | -- | -- |
| Jan 11, 13 | SHORT JONATHAN D | -- | Sale | -- | -- | -- | -- |
| Jan 11, 13 | SEIDNER MARC P | -- | Sale | -- | -- | -- | -- |
| Nov 19, 12 | Sluyters Julian | -- | Sale | -- | -- | -- | -- |
| Feb 20, 12 | Jobson David | -- | Sale | -- | -- | -- | -- |
| Feb 20, 12 | Carroll John | -- | Sale | -- | -- | -- | -- |
| Feb 20, 12 | Townsend Christopher | -- | Sale | -- | -- | -- | -- |
| Feb 2, 12 | DAWSON CRAIG A | -- | Sale | -- | -- | -- | -- |
| Feb 2, 12 | RODOSKY STEPHEN A | -- | Sale | -- | -- | -- | -- |
| Nov 11, 11 | Oliver Thomas W JR | -- | Sale | -- | -- | -- | -- |
| Jul 21, 11 | DEANE JOSEPH P | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | VALEIRAS HORACIO | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Marino Gerard | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Sexauer Stephen | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Migliori Scott | -- | Sale | -- | -- | -- | -- |
| Mar 10, 11 | Gaffney Brian J. | -- | Sale | -- | -- | -- | -- |
| Mar 7, 11 | ZOULLAS DEBORAH A | CTO | Sale | -- | -- | -- | -- |
| Jan 14, 11 | Dzemaili Orhan | Officer | Sale | -- | -- | -- | -- |
| Jan 5, 11 | ARNOLD TAMARA J | -- | Sale | -- | -- | -- | -- |
| Jan 1, 11 | MILLER JOHN MARK | -- | Sale | -- | -- | -- | -- |
| Jan 1, 11 | CUPPS WENDY | -- | Sale | -- | -- | -- | -- |
| Dec 15, 10 | GALLAGHER BRADFORD K | CTO | Sale | -- | -- | -- | -- |
| Jun 22, 10 | Rappaport Alan | CTO | Sale | -- | -- | -- | -- |
| Dec 31, 09 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 236 |
| Jan 19, 10 | Hodge Douglas M | -- | Sale | -- | -- | -- | -- |
| Dec 31, 09 | BANK OF AMERICA CORP /DE/ | 10 percent owner | Sale | -- | -- | -- | 471 |
| Jan 1, 10 | SHORT JONATHAN D | -- | Sale | -- | -- | -- | -- |
| Jan 1, 10 | IVASCYN DANIEL J | -- | Sale | -- | -- | -- | -- |
| Dec 14, 09 | JACOBSON JAMES A | CTO | Sale | -- | -- | -- | -- |
| Feb 19, 09 | Durham Jennifer E | -- | Sale | -- | -- | -- | -- |
| Jan 31, 09 | UBS AG | 10 percent owner | Sale | -- | -- | -- | 1.95K |
| Jun 10, 08 | TAYLOR DIANA L | CTO | Sale | -- | -- | -- | -- |
| Dec 12, 06 | MANEY JOHN C | CTO | Sale | -- | -- | -- | -- |
| Aug 3, 05 | KOEPFGEN BRUCE L | -- | Sale | -- | -- | -- | -- |
| Dec 12, 06 | Healey William V | Officer | Sale | -- | -- | -- | -- |
| Dec 12, 06 | Chapman Kathleen A | Officer | Sale | -- | -- | -- | -- |
| Sep 12, 06 | Ogden William B IV | CTO | Sale | -- | -- | -- | -- |
| Mar 3, 05 | Guia Youse | Officer | Sale | -- | -- | -- | -- |
| Dec 12, 06 | Kirk Richard H | Officer | Sale | -- | -- | -- | -- |
| Aug 3, 05 | WHITTINGTON MARNA C | -- | Sale | -- | -- | -- | -- |
| Aug 10, 05 | MOORE E BLAKE JR | -- | Sale | -- | -- | -- | -- |
| Oct 1, 08 | Pisano Albert A | -- | Sale | -- | -- | -- | -- |
| Jan 1, 09 | MEWBOURNE CURTIS A | -- | Sale | -- | -- | -- | -- |
| Jan 30, 07 | Claussen Barbara R | -- | Sale | -- | -- | -- | -- |
| Apr 28, 08 | COCHRAN RICHARD J | Officer | Sale | -- | -- | -- | -- |
| Jul 14, 08 | Whisten Scott | Officer | Sale | -- | -- | -- | -- |
| Nov 1, 06 | FLATTUM DAVID C | -- | Sale | -- | -- | -- | -- |
| Jun 28, 02 | HARRIS BRENT R | -- | Sale | -- | -- | -- | -- |
| Jun 28, 02 | WEIL RICHARD M | -- | Sale | -- | -- | -- | -- |
| Jan 1, 08 | Otterbein Thomas J | -- | Sale | -- | -- | -- | -- |
| Mar 7, 08 | LUDWIG STEVEN | -- | Sale | -- | -- | -- | -- |
| Jun 28, 02 | GROSS WILLIAM H | -- | Sale | -- | -- | -- | -- |
| Jan 17, 08 | El-Erian Mohamed | -- | Sale | -- | -- | -- | -- |
| Jan 1, 08 | POWERS WILLIAM C | -- | Sale | -- | -- | -- | -- |
| Dec 10, 08 | CUMMINGS JOHN | -- | Sale | -- | -- | -- | -- |
| Oct 1, 08 | Pisano Albert A | -- | Sale | -- | -- | -- | -- |
| Jun 10, 08 | TAYLOR DIANA L | CTO | Sale | -- | -- | -- | -- |
| Mar 6, 08 | SULLIVAN R PETER III | CTO | Purchase | $13.99 | 500 | $7.00K | 800 |
| Jan 17, 08 | El-Erian Mohamed | -- | Sale | -- | -- | -- | -- |
| Jan 1, 08 | Otterbein Thomas J | -- | Sale | -- | -- | -- | -- |
| Jun 18, 02 | SULLIVAN R PETER III | CTO | Sale | -- | -- | -- | -- |
| Jun 18, 02 | SULLIVAN R PETER III | CTO | Sale | -- | -- | -- | 300 |
| May 10, 07 | Frank Udo | -- | Sale | -- | -- | -- | -- |
| May 9, 07 | ALLIANZ GLOBAL INVESTORS OF AMERICA L P | -- | Sale | -- | -- | -- | -- |
| Jan 1, 07 | Schmider Ernest L | -- | Sale | -- | -- | -- | -- |