| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mon, 3 Aug 2026 | Steinmetz Arthur Philip | director | A-Award | 50 | $0 |
| Mon, 3 Aug 2026 | KESTER W CARL | director | A-Award | 11 | $0 |
| Sat, 1 Aug 2026 | Park Charles | — | — | 0 | $0 |
| Fri, 30 Jan 2026 | Cucunato Jeffrey | other | D-Return | 10,433 | $111.01K |
| Fri, 30 Jan 2026 | Cucunato Jeffrey | other | M-Exempt | 10,433 | — |
| Fri, 30 Jan 2026 | Garfin Mitchell | other | M-Exempt | 8,123 | — |
| Fri, 30 Jan 2026 | Garfin Mitchell | other | D-Return | 8,123 | $86.42K |
| Fri, 30 Jan 2026 | Hung Charley | other | D-Return | 1,263 | $13.44K |
| Fri, 30 Jan 2026 | Hung Charley | other | M-Exempt | 1,263 | — |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 5,313,606 | 5.7% | +196,890 |
| BANK OF AMERICA CORP /DE/ | 4,748,810 | 5.1% | +154,112 |
| GUGGENHEIM CAPITAL LLC | 1,853,133 | 2.0% | −66,646 |
| RAYMOND JAMES FINANCIAL INC | 1,490,582 | 1.6% | −21,670 |
| Invesco Ltd. | 1,257,966 | 1.3% | +11,440 |
| WELLS FARGO & COMPANY/MN | 976,930 | 1.0% | −31,403 |
| Allspring Global Investments Holdings, LLC | 877,138 | 0.9% | +259,937 |
| ROYAL BANK OF CANADA | 799,205 | 0.9% | +36,985 |
| Sowell Financial Services LLC | 761,468 | 0.8% | +49,167 |
| Capital Investment Advisors, LLC | 668,720 | 0.7% | — |
| UBS Group AG | 571,839 | 0.6% | −23,426 |
| LPL Financial LLC | 567,816 | 0.6% | −299,827 |
| D.A. DAVIDSON & CO. | 488,221 | 0.5% | +105,230 |
| Rareview Capital LLC | 420,186 |
| 0.5% |
| +52,274 |
| AMERIPRISE FINANCIAL INC | 396,945 | 0.4% | +25,730 |
