CHICAGO, IL
Total Insiders
27
Active leadership & owners
Board Directors
0
Governing body
Corporate Officers
13
Executive management
10%+ Owners
4
Major shareholders
Active Insiders
27
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
BANC OF AMERICA PREFERRED FUNDING CORP 10% Owner | — | Since Nov 2018 | — |
BANK OF AMERICA CORP /DE/ 10% Owner | — | Since Nov 2018 | — |
BLUE RIDGE INVESTMENTS, L.L.C. 10% Owner | — | Since Nov 2018 | — |
MERRILL LYNCH, PIERCE, FENNER & SMITH INC. 10% Owner | — | Since Jan 2022 | — |
BLACK BRETT Officer | Chief Compliance Officer | Since Jun 2022 | — |
CARDELLA MARC Officer | VP and Controller | Since Dec 2024 | — |
CASTRO JOSEPH Officer | EVP, Chief Risk & Compliance | Since Oct 2025 | — |
LOCKHART BRIAN J Officer | Vice President | Since Aug 2019 | — |
LONGERSTAEY JACQUES M Officer | Vice President | Since Aug 2019 | — |
MCCANN JOHN M. Officer | Vice President | Since Apr 2022 | — |