▶
2026-03-31
5 other
⚡ 5 insiders
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| Connell Brooke | Pres, US Wealth Mgmt | A | 77,506 | $0 | $0 | Apr 2 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | A | 97,550 | $0 | $0 | Apr 2 | |
| Keenan Patrick T. | Principal Accounting Officer | A | 14,922 | $0 | $0 | Apr 2 | |
| Moran Kevin P. | President and COO | A | 119,822 | $0 | $0 | Apr 2 | |
| Harrington Michael W | Chief Financial Officer | A | 68,597 | $0 | $0 | Apr 2 |
▶
2026-02-15
38 other
⚡ 7 insiders
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| Tiedemann Michael | Chief Executive Officer | M | 25,546 | $0 | $0 | Feb 18 | |
| Tiedemann Michael | Chief Executive Officer | M | 57,910 | $0 | $0 | Feb 18 | |
| Tiedemann Michael | Chief Executive Officer | M | 85,752 | $0 | $0 | Feb 18 | |
| Tiedemann Michael | Chief Executive Officer | M | 25,546 | $0 | $0 | Feb 18 | |
| Tiedemann Michael | Chief Executive Officer | M | 57,910 | $0 | $0 | Feb 18 | |
| Tiedemann Michael | Chief Executive Officer | M | 85,752 | $0 | $0 | Feb 18 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | M | 35,796 | $0 | $0 | Feb 18 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | M | 8,955 | $0 | $0 | Feb 18 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | M | 23,021 | $0 | $0 | Feb 18 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | M | 35,796 | $0 | $0 | Feb 18 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | M | 8,955 | $0 | $0 | Feb 18 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | M | 23,021 | $0 | $0 | Feb 18 | |
| Moran Kevin P. | President and COO | M | 47,398 | $0 | $0 | Feb 18 | |
| Moran Kevin P. | President and COO | M | 13,785 | $0 | $0 | Feb 18 | |
| Moran Kevin P. | President and COO | M | 35,488 | $0 | $0 | Feb 18 | |
| Moran Kevin P. | President and COO | M | 47,398 | $0 | $0 | Feb 18 | |
| Moran Kevin P. | President and COO | M | 13,785 | $0 | $0 | Feb 18 | |
| Moran Kevin P. | President and COO | M | 35,488 | $0 | $0 | Feb 18 | |
| Keenan Patrick T. | Principal Accounting Officer | M | 3,166 | $0 | $0 | Feb 18 | |
| Keenan Patrick T. | Principal Accounting Officer | M | 1,243 | $0 | $0 | Feb 18 | |
| Keenan Patrick T. | Principal Accounting Officer | M | 4,966 | $0 | $0 | Feb 18 | |
| Keenan Patrick T. | Principal Accounting Officer | D | 3,166 | $0 | $0 | Feb 18 | |
| Keenan Patrick T. | Principal Accounting Officer | D | 1,243 | $0 | $0 | Feb 18 | |
| Keenan Patrick T. | Principal Accounting Officer | D | 4,966 | $0 | $0 | Feb 18 | |
| Harrington Michael W | Chief Financial Officer | M | 27,089 | $0 | $0 | Feb 18 | |
| Harrington Michael W | Chief Financial Officer | D | 27,089 | $0 | $0 | Feb 18 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | 31,412 | $0 | $0 | Feb 18 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | 21,894 | $0 | $0 | Feb 18 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | 28,892 | $0 | $0 | Feb 18 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | 21,894 | $0 | $0 | Feb 18 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | 31,412 | $0 | $0 | Feb 18 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | M | 28,892 | $0 | $0 | Feb 18 | |
| Connell Brooke | Pres, US Wealth Mgmt | M | 38,379 | $0 | $0 | Feb 18 | |
| Connell Brooke | Pres, US Wealth Mgmt | M | 8,701 | $0 | $0 | Feb 18 | |
| Connell Brooke | Pres, US Wealth Mgmt | M | 22,955 | $0 | $0 | Feb 18 | |
| Connell Brooke | Pres, US Wealth Mgmt | M | 38,379 | $0 | $0 | Feb 18 | |
| Connell Brooke | Pres, US Wealth Mgmt | M | 8,701 | $0 | $0 | Feb 18 | |
| Connell Brooke | Pres, US Wealth Mgmt | M | 22,955 | $0 | $0 | Feb 18 |
▶
2026-01-05
2 other
▶
2025-05-22
5 other
⚡ 5 insiders
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| Tiedemann Michael | Chief Executive Officer | A | 115,248 | $0 | $0 | Oct 15 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | A | 38,830 | $0 | $0 | Oct 15 | |
| Moran Kevin P. | President and COO | A | 47,695 | $0 | $0 | Oct 15 | |
| Connell Brooke | Pres, US Wealth Mgmt | A | 30,851 | $0 | $0 | Oct 15 | |
| Weeber Robert | Pres, Intl. Wealth Mmgt | A | 30,940 | $0 | $0 | Oct 15 |
▶
2025-06-13
14 other
⚡ 7 insiders
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| Corio Norma | — | M | 22,312 | — | — | Jul 30 | |
| Corio Norma | — | A | 22,312 | $0 | $0 | Jul 30 | |
| Keaney Timothy F | — | M | 34,483 | — | — | Jul 30 | |
| Keaney Timothy F | — | A | 34,483 | $0 | $0 | Jul 30 | |
| FURLONG MARK F | — | M | 22,312 | — | — | Jul 30 | |
| FURLONG MARK F | — | A | 22,312 | $0 | $0 | Jul 30 | |
| Brophy Warson Tracey | — | M | 22,312 | — | — | Jul 30 | |
| Brophy Warson Tracey | — | A | 22,312 | $0 | $0 | Jul 30 | |
| Bouzarif Ali | — | M | 22,312 | — | — | Jul 30 | |
| Bouzarif Ali | — | A | 22,312 | $0 | $0 | Jul 30 | |
| Cetin Nazim | — | M | 22,774 | — | — | Jun 16 | |
| Cetin Nazim | — | A | 22,774 | $0 | $0 | Jun 16 | |
| Wimmer Andreas | — | M | 22,774 | — | — | Jun 16 | |
| Wimmer Andreas | — | A | 22,774 | $0 | $0 | Jun 16 |
▶
2025-06-03
▼ 5 sells
· $415K
⚡ 5 insiders
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| Keenan Patrick T. | Principal Accounting Officer | ▼ Sell | 4,562 | $3 | $16K | Jul 22 | |
| Graham Colleen A | Chief Legal, Compl & Risk Ofcr | ▼ Sell | 22,934 | $3 | $80K | Jun 5 | |
| Tiedemann Michael | Chief Executive Officer | ▼ Sell | 42,199 | $3 | $146K | Jun 5 | |
| Connell Brooke | Pres, US Wealth Mgmt | ▼ Sell | 21,462 | $3 | $74K | Jun 5 | |
| Moran Kevin P. | President and COO | ▼ Sell | 28,509 | $3 | $99K | Jun 5 |
▶
2025-06-30
2 other
▶
2025-06-27
4 other
⚡ 4 insiders
▶
2025-06-19
7 other
⚡ 7 insiders
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| Corio Norma | — | A | 30,732 | $0 | $0 | Jun 23 | |
| Cetin Nazim | — | A | 30,732 | $0 | $0 | Jun 23 | |
| FURLONG MARK F | — | A | 30,732 | $0 | $0 | Jun 23 | |
| Keaney Timothy F | — | A | 47,495 | $0 | $0 | Jun 23 | |
| Brophy Warson Tracey | — | A | 30,732 | $0 | $0 | Jun 23 | |
| Wimmer Andreas | — | A | 30,732 | $0 | $0 | Jun 23 | |
| Bouzarif Ali | — | A | 30,732 | $0 | $0 | Jun 23 |
▶
2025-05-13
▲ 1 buy
· $18.5M
| Insider | Title | Type | Shares | Price | $ Value | 10b5-1 | Filed |
|---|---|---|---|---|---|---|---|
| ALLIANZ SE | — | ▲ Buy | 18,471 | $1K | $18.5M | May 15 |