CHICAGO, IL
Total Insiders
44
Active leadership & owners
Board Directors
0
Governing body
Corporate Officers
19
Executive management
10%+ Owners
7
Major shareholders
Active Insiders
44
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
BANC OF AMERICA PREFERRED FUNDING CORP 10% Owner | — | Since Sep 2022 | — |
BANK OF AMERICA CORP /DE/ 10% Owner | — | Since Sep 2022 | — |
TD GROUP US HOLDINGS LLC 10% Owner | — | Since Jul 2023 | — |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 10% Owner | — | Since Jun 2021 | — |
TORONTO DOMINION BANK 10% Owner | — | Since Jul 2023 | — |
TORONTO DOMINION HOLDINGS USA INC 10% Owner | — | Since Jul 2023 | — |
TORONTO DOMINION INVESTMENTS, INC. 10% Owner | — | Since Jul 2023 | — |
CARDELLA MARC Officer | VP and Controller | Since Dec 2024 | — |
CASTRO JOSEPH Officer | EVP, Chief Risk & Compliance | Since Oct 2025 | — |
JONES NATHANIEL T. Officer | Vice President and Treasurer | Since Jun 2021 | — |