Thong Nguyen: holdings couldn't be fully reconciled (difference of -115,808 shares). Balance changed without a matching transaction, and the footnote does not state the amount: -430,000 shares on Feb 15, 2026 (Trust). Filing, Feb 15, 2026
Footnote: "Each unit represents a contingent right to receive one share of Bank of America Corporation common stock."
Johnbull Okpara: holdings couldn't be fully reconciled (difference of -49,950 shares). Balance changed without a matching transaction, and the footnote does not state the amount: -49,950 shares on Mar 10, 2026 (Direct). Filing, Mar 10, 2026
Footnote: "Depositary shares of Preferred Stock, Series DD each representing a 1/25th interest in a share. | All shares and depositary shares of Preferred Stock, Series DD were redeemed by the issuer, including the reported securities. The reported securities were called for redemption by the issuer at a price of $1,000.00 per depositary share. The redemption price did not include any accrued and unpaid dividends. Dividends on the redeemed depositary shares ceased to accrue on the redemption date."
Eric Schimpf: holdings couldn't be fully reconciled (difference of -710 shares). Balance changed with no matching transaction and no footnote: -60,862 shares on Nov 15, 2025 (Direct). Filing, Nov 15, 2025
Brian Moynihan: minor difference of 70 shares. Difference is under 0.5% of holdings.
Inferred rename: "CD Spangler Construction Co" is treated as the same holder as "C.D. Spangler Construction Co", because the old name was never reported again and the new one opened with the same balance (60,000 shares). Old name, new name
Inferred rename: "Spouse" is treated as the same holder as "C.D. Spangler Rev Trust", because the old name was never reported again and the new one opened with the same balance (40,000 shares). Old name, new name
Inferred rename: "As Co-Trusttee for William Barnet, II Revocable Trust" is treated as the same holder as "William Barnet, II Revocable Trust", because the old name was never reported again and the new one opened with the same balance (2,556 shares). Old name, new name
Inferred rename: "William Barnet, II Revocable Trust" is treated as the same holder as "William Barnet, II Rev Trust", because the old name was never reported again and the new one opened with the same balance (14,020 shares). Old name, new name
Inferred rename: "Mary G. Barnet Revocable Trust" is treated as the same holder as "Mary G Barnet Rev Trust", because the old name was never reported again and the new one opened with the same balance (5,724 shares). Old name, new name
Inferred rename: "Barnet Rev Trst" is treated as the same holder as "Barnet Rev Trust", because the old name was never reported again and the new one opened with the same balance (4,984 shares). Old name, new name
Inferred rename: "GRAT IV" is treated as the same holder as "GRAT VII", because the old name was never reported again and the new one opened with the same balance (100,000 shares). Old name, new name
Inferred rename: "GRAT VII" is treated as the same holder as "GRAT VIII", because the old name was never reported again and the new one opened with the same balance (100,000 shares). Old name, new name
Inferred rename: "McGee Rev Family Trust" is treated as the same holder as "GRAT", because the old name was never reported again and the new one opened with the same balance (35,287 shares). Old name, new name
Inferred rename: "GRAT" is treated as the same holder as "GRAT II", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name
Inferred rename: "GRAT VI" is treated as the same holder as "2014 GRAT", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name
Inferred rename: "UTMA Trust 1" is treated as the same holder as "Child", because the old name was never reported again and the new one opened with the same balance (1,250 shares). Old name, new name
Inferred rename: "Continental Indemnity Company and California Insurance Company" is treated as the same holder as "each of these subsidiaries only reflect shares that", because the old name was never reported again and the new one opened with the same balance (947,760,000 shares). Old name, new name
Inferred rename: "following subsidiaries of Berkshire Hathaway Inc" is treated as the same holder as "such subsidiaries", because the old name was never reported again and the new one opened with the same balance (0 shares). Old name, new name
External context: we only cite outside events when a documented connection exists. None is shown for this period.