Name | Role | Date | Shares | Price | Value |
---|---|---|---|---|---|
David R. Gerken | Executive Vice President | 2025-03-01 | 2,107 | $25.70 | $54.15kBuy |
Barbara J. Britenriker | Exec. Vice President | 2025-03-01 | 2,387 | $25.70 | $61.35kBuy |
Shalini Singhal | SVPChief Information Officer | 2025-03-01 | 1,583 | $25.70 | $40.68kBuy |
Lars B. Eller | President CEO | 2025-03-01 | 4,247 | $25.70 | $109.15kBuy |
Eric D. Faust | Chief Risk Officer | 2025-03-01 | 1,719 | $25.70 | $44.18kBuy |
Kevin G. Frey | Director | 2024-12-05 | 54 | $32.03 | $1.73kBuy |
David R. Gerken | Executive Vice President | 2024-09-10 | 656 | $26.41 | $17.32kSell |
David R. Gerken | Executive Vice President | 2024-08-16 | 344 | $25.55 | $8.79kSell |
Barbara J. Britenriker | Exec. Vice President | 2024-08-16 | 781 | $25.55 | $19.95kSell |
Lars B. Eller | President CEO | 2024-08-16 | 1,306 | $25.55 | $33.37kSell |
Name | Hold | Shares | Value | Type |
---|---|---|---|---|
Steven Wyse | 8.02% | 1,099,003 | $27.46M | Insider |
Blackrock Inc | 6.92% | 948,381 | $23.70M | Institution |
Vanguard Group Inc | 4.76% | 652,760 | $16.31M | Institution |
Andrew J. Briggs | 3.93% | 537,899 | $13.44M | Insider |
Manufacturers Life Insurance Company The | 2.21% | 302,587 | $7.56M | Institution |
Geode Capital Management LLC | 2.11% | 288,968 | $7.22M | Institution |
State Street Corp | 1.85% | 253,909 | $6.35M | Institution |
Dimensional Fund Advisors LP | 1.19% | 163,209 | $4.08M | Institution |
K. Brad Stamm | 1.13% | 154,634 | $3.86M | Insider |
Mendel Money Management | 1.03% | 141,378 | $3.53M | Institution |