| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 303,760 | $9,963,328 | $32.80 | 23 Nov 2021 | Direct |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 90,000 | $2,952,000 | $32.80 | 31 Dec 2021 | 2021 GRAT |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 77,500 | $2,542,000 | $32.80 | 31 Dec 2021 | 2019 GRAT |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 49,275 | $1,616,220 | $32.80 | 31 Dec 2021 | 2018 GRAT |
| HCA Healthcare, Inc. | Director | Common Stock | 4,157 | $1,392,553 | $334.99 | 29 Apr 2025 | Direct |
| WORLD KINECT CORP | Director | Common Stock | 4,259 | $110,521 | $25.95 | 24 Oct 2025 | Direct |
| HCA Healthcare, Inc. | Director | Common Stock | 82 | $27,469 | $334.99 | 29 Apr 2025 | By managed accounts |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 54 | $1,771 | $32.80 | 31 Dec 2021 | UTMA Trust 1 |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| WKC | WORLD KINECT CORP | 24 Oct 2025 | 1 | $0 | 4 | Director | 28 Oct 2025, 16:20 |
| WKC | WORLD KINECT CORP | 24 Oct 2025 | 0 | $0 | 3 | Director | 28 Oct 2025, 16:15 |
| HCA | HCA Healthcare, Inc. | 29 Apr 2025 | 1 | $0 | 4 | Director | 01 May 2025, 18:28 |
| HCA | HCA Healthcare, Inc. | 29 Apr 2024 | 1 | $0 | 4 | Director | 01 May 2024, 18:21 |
| HCA | HCA Healthcare, Inc. | 24 Apr 2023 | 1 | $0 | 4 | Director | 26 Apr 2023, 17:11 |
| HCA | HCA Healthcare, Inc. | 28 Apr 2022 | 1 | +$247,815 | 4 | Director | 02 May 2022, 18:01 |
| HCA | HCA Healthcare, Inc. | 25 Apr 2022 | 1 | $0 | 4 | Director | 27 Apr 2022, 18:34 |
| HCA | HCA Healthcare, Inc. | 28 Jan 2022 | 1 | $0 | 4 | Director | 01 Feb 2022, 18:41 |
| HCA | HCA Healthcare, Inc. | 26 Jan 2022 | 0 | $0 | 3 | Director | 01 Feb 2022, 18:40 |
| BAC | BANK OF AMERICA CORP /DE/ | 31 Dec 2021 | 1 | $0 | 5 | Chief Administrative Officer | 27 Jan 2022, 18:06 |