| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10%+ Owner | $5,104 | 14 Nov 2024 | ||
| Michael Perilli | Portfolio Manager | $3,717 | 31 Jan 2023 | ||
| Kevin Maloney | Portfolio Manager | $0 | 30 Jan 2026 | ||
| Stayce D. Harris | Director | $0 | 23 Feb 2026 | ||
| Phillip Soccio | Portfolio Manager | $0 | 30 Jan 2026 | ||
| W. Carl Kester | Director | $0 | 23 Feb 2026 | ||
| Christian Romaglino | Director | $0 | 23 Feb 2026 | ||
| Robert Glenn Hubbard | Director | $0 | 23 Feb 2026 | ||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Stephen Thomas Minar | Vice President | 08 May 2025 | |||
| Michael Kalinoski | Portfolio Manager | 01 Mar 2023 | |||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Walter Oconnor | Portfolio Manager | 01 Mar 2023 | |||
| Kristi Manidis Santiago | Portfolio Manager | 01 Mar 2023 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Glenn Hubbard | BTA | Common Stock | Other | -100% | -295 | 0 | 23 Feb 2026 | Direct | ||
| Christian Romaglino | BTA | Common Stock | Other | -100% | -1,200 | 0 | 23 Feb 2026 | Direct | ||
| W. Carl Kester | BTA | Common Stock | Other | -100% | -100 | 0 | 23 Feb 2026 | Direct | ||
| Stayce D. Harris | BTA | Common Stock | Other | -100% | -10.81 | 0 | 23 Feb 2026 | Direct | ||
| Phillip Soccio | BTA | Common Stock | Disposed to Issuer | -100% | -49.61 | 0 | 30 Jan 2026 | Direct | ||
| Phillip Soccio | BTA | Common Stock | Options Exercise | 49.61 | 50 | 30 Jan 2026 | Direct | |||
| Phillip Soccio | BTA | Phantom Shares | Options Exercise | -100% | -49.61 | 0 | 30 Jan 2026 | Direct | ||
| Kevin Maloney | BTA | Common Stock | Disposed to Issuer | -100% | -43.78 | 0 | 30 Jan 2026 | Direct | ||
| Kevin Maloney | BTA | Common Stock | Options Exercise | 43.78 | 44 | 30 Jan 2026 | Direct | |||
| Kevin Maloney | BTA | Phantom Shares | Options Exercise | -100% | -43.78 | 0 | 30 Jan 2026 | Direct |