| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | Stam Heidi | director | P-Purchase | 445 | $2K |
| Wed, 17 Dec 2025 | Finnerty Peter Francis | director | P-Purchase | 46,500 | $200.88K |
| Fri, 12 Dec 2025 | SMITH JOSEPH P | officer, other: President & CEO | P-Purchase | 2,375 | $10K |
| Thu, 11 Dec 2025 | SMITH JOSEPH P | officer, other: President & CEO | P-Purchase | 1,411 | $5.98K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 9,782,625 | 19.3% | +922,251 |
| UBS Group AG | 5,004,670 | 9.9% | −646,321 |
| WELLS FARGO & COMPANY/MN | 2,693,318 | 5.3% | −212,673 |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,327,200 | 4.6% | +92,847 |
| BANK OF AMERICA CORP /DE/ | 2,077,750 | 4.1% | +287,903 |
| AMERIPRISE FINANCIAL INC | 1,314,847 | 2.6% | +39,583 |
| LPL Financial LLC | 1,178,711 | 2.3% | +45,061 |
| ROYAL BANK OF CANADA | 926,548 | 1.8% | +111,823 |
| Sanctuary Advisors, LLC | 820,493 | 1.6% | +51,820 |
| OSAIC HOLDINGS, INC. | 431,249 | 0.9% | +24,760 |
| J.W. COLE ADVISORS, INC. | 423,798 | 0.8% | — |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 366,558 | 0.7% | +22,392 |
| WealthTrust Axiom LLC | 343,116 | 0.7% | −13,462 |
| ROMAN BUTLER FULLERTON & CO | 282,804 | 0.6% | +5,964 |
| Cooper Financial Group | 265,530 | 0.5% | +4,126 |
