Last filing: Mar 24, 2026.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 0 of the 13 calendar months from Oct 2025 to Oct 2026.
- No sale on record before this period.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Citigroup (C) | Head of Wealth | Sep 28, 2023 | Mar 24, 2026 |
| Bank of America (BAC) | Former Pres, Merrill Wealth Mgmt | Feb 8, 2019 | Mar 3, 2023 |
Recent filings
The last 4 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Mar 20, 2026, Citigroup: 21,901 shares withheld by the company for taxes. 1 filing: 1
- Feb 20, 2026, Citigroup: 36,016 shares withheld by the company for taxes. 1 filing: 1
- Feb 11, 2026, Citigroup: 32,700 shares awarded. 1 filing: 1
- Jan 20, 2026, Citigroup: 11,594 shares withheld by the company for taxes. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.