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$BTA
$25.90 -$0.13 (0.5%) Close

$BTA 4 SEC Filings

Filed On Filing
25 Feb 2026 Form 4: Hubbard Robert Glenn, Director

Disposed of 295 shares (Other Transaction) ($2.96K)

25 Feb 2026 Form 4: Romaglino Christian, Director

Disposed of 1,200 shares (Other Transaction) ($12K)

25 Feb 2026 Form 4: Kester W Carl, Director

Disposed of 100 shares (Other Transaction) ($1K)

25 Feb 2026 Form 4: Harris Stayce D., Director

Disposed of 10.8113 shares (Other Transaction) ($109)

03 Feb 2026 Form 4: Soccio Phillip, Portfolio Manager

Received 49.6147 shares by exercise or conversion · Returned 49.6147 shares to the issuer ($476)

03 Feb 2026 Form 4: Maloney Kevin, Portfolio Manager

Received 43.7777 shares by exercise or conversion · Returned 43.7777 shares to the issuer ($420)

04 Feb 2025 Form 4: Maloney Kevin, Portfolio Manager

Received 41.0927 shares by exercise or conversion · Returned 41.0927 shares to the issuer ($406)

04 Feb 2025 Form 4: Soccio Phillip, Portfolio Manager

Received 46.5717 shares by exercise or conversion · Returned 46.5717 shares to the issuer ($461)

13 Dec 2024 Form 4: Bank Of America Corp /DE/, 10% owner and 2 others

Bought 1,176 shares ($14.9K) · Sold 1,176 shares ($14.9K) · Sold 102 shares ($1.31K) · 7 more

18 Nov 2024 Form 4: Bank Of America Corp /DE/, 10% owner and 1 other

Disposed of 760 shares (Other Transaction)

30 Oct 2024 Form 4: Harris Stayce D., Director

Bought 10 shares ($102)

02 Feb 2024 Form 4: Soccio Phillip, Portfolio Manager

Received 44.1622 shares by exercise or conversion · Returned 44.1622 shares to the issuer ($457)

02 Feb 2024 Form 4: Maloney Kevin, Portfolio Manager

Received 38.9667 shares by exercise or conversion · Returned 38.9667 shares to the issuer ($403)

02 Feb 2023 Form 4: Perilli Michael, Portfolio Manager

Received 351.867 shares by exercise or conversion · Returned 351.867 shares to the issuer ($3.57K) · Granted 532.0197 Phantom Shares ($5.4K)

02 Feb 2023 Form 4: Soccio Phillip, Portfolio Manager

Granted 125.6158 Phantom Shares ($1.28K)

02 Feb 2023 Form 4: Maloney Kevin, Portfolio Manager

Granted 110.8374 Phantom Shares ($1.12K)

03 Feb 2022 Form 4: Perilli Michael, Portfolio Manager

Received 242.2456 shares by exercise or conversion · Returned 242.2456 shares to the issuer ($3.04K) · Granted 269.1388 Phantom Shares ($3.38K)

02 Feb 2021 Form 4: Perilli Michael, Portfolio Manager

Received 120.8167 shares by exercise or conversion · Returned 120.8167 shares to the issuer ($1.56K) · Granted 331.3953 Phantom Shares ($4.27K)

03 Nov 2020 Form 4: Hayes Peter, Officer of the Advisor

Bought 11,000 shares ($129K)

04 Feb 2020 Form 4: Perilli Michael, Portfolio Manager

Granted 347.4903 Phantom Shares ($4.5K)

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