| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 304K | $9.96M | $32.80 | Nov 23, 2021 | Direct |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 90K | $2.95M | $32.80 | Dec 31, 2021 | 2021 GRAT |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 77.5K | $2.54M | $32.80 | Dec 31, 2021 | 2019 GRAT |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 49.3K | $1.62M | $32.80 | Dec 31, 2021 | 2018 GRAT |
| HCA Healthcare, Inc. | Director | Common Stock | 3.51K | $1.16M | $330.25 | Apr 29, 2024 | Direct |
| HCA Healthcare, Inc. | Director | Common Stock | 82 | $27.1K | $330.25 | Apr 29, 2024 | By managed accounts |
| BANK OF AMERICA CORP /DE/ | Chief Administrative Officer | Common Stock | 54 | $1.77K | $32.80 | Dec 31, 2021 | UTMA Trust 1 |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HCA | HCA Healthcare, Inc. | Apr 29, 2024 | 1 | $0 | 4 | May 1, 2024 | Director |
| HCA | HCA Healthcare, Inc. | Apr 24, 2023 | 1 | $0 | 4 | Apr 26, 2023 | Director |
| HCA | HCA Healthcare, Inc. | Apr 28, 2022 | 1 | $248K | 4 | May 2, 2022 | Director |
| HCA | HCA Healthcare, Inc. | Apr 25, 2022 | 1 | $0 | 4 | Apr 27, 2022 | Director |
| HCA | HCA Healthcare, Inc. | Jan 28, 2022 | 1 | $0 | 4 | Feb 1, 2022 | Director |
| HCA | HCA Healthcare, Inc. | Jan 26, 2022 | 0 | $0 | 3 | Feb 1, 2022 | Director |
| BAC | BANK OF AMERICA CORP /DE/ | Dec 31, 2021 | 1 | $0 | 5 | Jan 27, 2022 | Chief Administrative Officer |