| Date | Insider | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-12 | Fallon Christopher | officer | Sale | 250 | $125.93 | $31K |
| 2026-05-01 | Kapoor Raj | officer | Option exercise | 353 | — | — |
| 2026-05-01 | Kapoor Raj | officer | F | 139 | $160.73 | $22K |
| 2026-05-01 | Kapoor Raj | officer | Option exercise | 353 | — | — |
| 2026-03-10 | Fallon Christopher | officer | Sale | 177 | $220.78 | $39K |
| 2026-03-09 | McGrath Albert G | officer | Option exercise | 571 | — | — |
| 2026-03-09 | McGrath Albert G | officer | F | 225 | $224.28 | $50K |
| 2026-03-09 | McGrath Albert G | officer | Option exercise | 571 | — | — |
| 2026-03-09 | Skipworth Michael | director, officer | Option exercise | 3,481 | — | — |
| 2026-03-09 | Skipworth Michael | director, officer | F | 1,370 | $224.28 | $307K |
| 2026-03-09 | Skipworth Michael | director, officer | Option exercise | 3,481 | — | — |
| 2026-03-09 | Kaleida Alex | officer | Option exercise | 571 | — | — |
| 2026-03-09 | Kaleida Alex | officer | F | 225 | $224.28 | $50K |
| 2026-03-09 | Kaleida Alex | officer | Option exercise | 571 | — | — |
| 2026-03-09 | Upshaw Donnie | officer | Option exercise | 571 | — | — |
| 2026-03-09 | Upshaw Donnie | officer | F | 225 | $224.28 | $50K |
| 2026-03-09 | Upshaw Donnie | officer | Option exercise | 571 | — | — |
| 2026-03-09 | Carona Marisa | officer | Option exercise | 571 | — | — |
| 2026-03-09 | Carona Marisa | officer | F | 225 | $224.28 | $50K |
| 2026-03-09 | Carona Marisa | officer | Option exercise | 571 | — | — |
| 2026-03-07 | Fallon Christopher | officer | Option exercise | 225 | — | — |
| 2026-03-07 | Carona Marisa | officer | Option exercise | 366 | — | — |
| 2026-03-07 | Kapoor Raj | officer | Option exercise | 366 | — | — |
| 2026-03-07 | Upshaw Donnie | officer | Option exercise | 366 | — | — |
| 2026-03-07 | Kaleida Alex | officer | Option exercise | 438 | — | — |
| Filed | Form | Issuer | Stake | Shares | |
|---|---|---|---|---|---|
| 2026-09-25 | SCHEDULE 13D/A | NUVEEN QUALITY MUNICIPAL INCOME FUND | 11.76% | 1,738 | view → |
| 2026-06-12 | SCHEDULE 13D/A | NUVEEN QUALITY MUNICIPAL INCOME FUND NAD | 13.54% | 2,238 | view → |
| 2025-08-05 | SCHEDULE | PIMCO CALIFORNIA MUNICIPAL INCOME FUND PCQ | 12.42% | 499 | view → |
| 2024-10-01 | SC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. MUC | — | — | view → |
| 2024-10-01 | SC | BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST | — | — | view → |
| 2024-07-03 | SC | Nuveen Quality Municipal Income Fund NAD | — | — | view → |
| 2024-06-14 | SC | PIMCO MUNICIPAL INCOME FUND III | — | — | view → |
| 2024-06-14 | SC | PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | — | — | view → |
| 2024-06-14 | SC | PIMCO CALIFORNIA MUNICIPAL INCOME FUND PCQ | — | — | view → |
| 2024-06-14 | SC | PIMCO NEW YORK MUNICIPAL INCOME FUND II PNI | — | — | view → |
| 2024-06-14 | SC | PIMCO MUNICIPAL INCOME FUND | — | — | view → |
| 2024-06-14 | SC | PIMCO MUNICIPAL INCOME FUND II PML | — | — | view → |
| 2024-06-14 | SC | PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | — | — | view → |
| 2023-09-22 | SC | PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | — | — | view → |
| 2023-06-01 | SC | PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | — | — | view → |
| 2023-06-01 | SC | PIONEER MUNICIPAL HIGH INCOME FUND, INC. | — | — | view → |
| 2021-07-16 | SC | PIMCO CALIFORNIA MUNICIPAL INCOME FUND PCQ | — | — | view → |
| 2021-07-16 | SC | PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | — | — | view → |
| 2021-07-16 | SC | PIMCO NEW YORK MUNICIPAL INCOME FUND II PNI | — | — | view → |
| 2021-07-16 | SC | PIMCO MUNICIPAL INCOME FUND III | — | — | view → |
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