| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC /DE/ | Chief Credit Officer | Class A Common | 490 | $686,642 | $1401.31 | 01 Mar 2023 | Direct |
| Eastern Bankshares, Inc. | Director | Common Stock | 8,868 | $131,689 | $14.85 | 19 May 2025 | Direct |
| CIT GROUP INC | EVP & Chief Credit Officer | Common Stock | 0 | $53.92 | 03 Jan 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| EBC | Eastern Bankshares, Inc. | 19 May 2025 | 1 | $0 | 4 | Director | 21 May 2025, 17:20 |
| EBC | Eastern Bankshares, Inc. | 13 May 2024 | 1 | $0 | 4 | Director | 15 May 2024, 16:05 |
| EBC | Eastern Bankshares, Inc. | 26 Oct 2023 | 0 | $0 | 3 | Director | 02 Nov 2023, 16:05 |
| FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | 01 Mar 2023 | 1 | -$254,033 | 4 | Chief Credit Officer | 03 Mar 2023, 14:29 |
| FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | 31 Dec 2022 | 1 | -$128,921 | 4 | Chief Credit Officer | 03 Jan 2023, 15:30 |
| FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | 19 Aug 2022 | 2 | -$553,414 | 4 | Chief Credit Officer | 22 Aug 2022, 16:58 |
| FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | 01 Mar 2022 | 1 | -$111,969 | 4 | Chief Credit Officer | 03 Mar 2022, 10:53 |
| CIT | CIT GROUP INC | 03 Jan 2022 | 4 | $0 | 4 | EVP & Chief Credit Officer | 05 Jan 2022, 17:06 |
| FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | 03 Jan 2022 | 1 | $0 | 4 | Chief Credit Officer | 05 Jan 2022, 09:02 |
| FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | 03 Jan 2022 | 0 | $0 | 3 | Chief Credit Officer | 05 Jan 2022, 09:00 |
| CIT | CIT GROUP INC | 28 Oct 2021 | 1 | -$379,305 | 4 | EVP & Chief Credit Officer | 29 Oct 2021, 09:33 |