DateSecurityTypeAmountFiledOwner
2026-05-11JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT]Sell$50.0K – $100.0K2026-06-23self
2026-02-02Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT]Exchange$1.0K – $15.0K2026-03-17self
2025-09-04J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] F S: New S O: IRA #2Sell$1.0K – $15.0K2025-10-01self
2025-06-02Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] F S: New S O: IRA #3Buy$1.0K – $15.0K2025-08-13self
2025-03-03Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] F S: New S O: IRA #3Buy$1.0K – $15.0K2025-04-03self
2023-05-05Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST]Buy$1.0K – $15.0K2023-05-26self
2023-05-05Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST] F S: New S O: IRA #3Buy$1.0K – $15.0K2023-05-26spouse
2023-05-05Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST]Buy$1.0K – $15.0K2023-05-26self
2023-05-05U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST] F S: New S O: IRA #1Buy$1.0K – $15.0K2023-05-26self
2023-05-05Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST]Buy$1.0K – $15.0K2023-05-26self
2023-05-05Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] F S: New S O: IRA #1Buy$1.0K – $15.0K2023-05-26self
2023-05-05KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST]Buy$1.0K – $15.0K2023-05-26self
2023-05-05J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] F S: New S O: IRA #3Buy$1.0K – $15.0K2023-05-26spouse
2023-05-05J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST]Buy$1.0K – $15.0K2023-05-26self
2023-05-05J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] F S: New S O: IRA #2Buy$1.0K – $15.0K2023-05-26self
2023-05-05Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST]Buy$1.0K – $15.0K2023-05-26self
2023-05-05Cadence Bank 5.50% Series A (CADE$A) [ST] F S: New S O: IRA #1Buy$1.0K – $15.0K2023-05-26self
2023-01-05SOSouthern Company (SO) [ST]Sell$15.0K – $50.0K2023-02-17spouse 2023-01-05Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST]Sell$1.0K – $15.0K2023-02-17self
2023-01-05KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] F S: New S O: IRA #2Sell$1.0K – $15.0K2023-02-17self
2022-08-15Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST]Buy$15.0K – $50.0K2022-09-09self
2022-08-15Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST]Buy$15.0K – $50.0K2022-09-09self
2022-08-15KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST]Buy$15.0K – $50.0K2022-09-09self
2022-08-15Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST]Buy$15.0K – $50.0K2022-09-09self
2022-08-15Cadence Bank 5.50% Series A (CADE$A) [ST] F S: New S O: IRA #1Buy$1.0K – $15.0K2022-09-09self
2022-08-10Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST]Buy$15.0K – $50.0K2022-09-09self
2022-08-10KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST]Buy$1.0K – $15.0K2022-09-09self
2022-08-10J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST]Buy$15.0K – $50.0K2022-09-09self
2022-08-10Cadence Bank 5.50% Series A (CADE$A) [ST]Buy$15.0K – $50.0K2022-09-09self
2021-03-11bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST]Sell$100.0K – $250.0K2021-03-24self
2020-12-15Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST]Sell$15.0K – $50.0K2021-01-15self
2020-12-15BancorpSouth Bank (BXS) [ST]Sell$50.0K – $100.0K2021-01-15self
2020-06-22Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST]Buy$50.0K – $100.0K2020-07-18self
2020-05-26J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) [ST]Sell$1.0K – $15.0K2020-06-23self
2019-12-30bancorpSouth bank (bXS) [ST]Buy$1.0K – $15.0K2020-01-30self
2019-12-12bancorpSouth bank (bXS) [ST]Sell$50.0K – $100.0K2020-01-20self
2019-12-12bancorpSouth bank (bXS) [ST]Sell$250.0K – $500.0K2020-01-20self
2019-11-18bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST]Buy$15.0K – $50.0K2019-12-11self
2019-11-15bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST]Buy$50.0K – $100.0K2019-12-11self
2019-11-15bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST]Buy$15.0K – $50.0K2019-12-11self
2019-11-12bancorpSouth bank (bXS) [ST]Sell$500.0K – $1.0M2019-12-11self
2019-11-12bancorpSouth bank (bXS) [ST]Sell$100.0K – $250.0K2019-12-11self
2019-11-11bancorpSouth bank (bXS) [ST]Sell$100.0K – $250.0K2019-12-11self
2019-09-03BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT]Sell$1.0K – $15.0K2019-09-30self
2019-09-01summit Financial Enterprises Inc. [Ps]Exchange$250.0K – $500.0K2019-09-30spouse
2019-09-01summit Financial Enterprises Inc. [Ps]Exchange$250.0K – $500.0K2019-09-30self
2019-09-01summit Bank, Na [Ps]Sell$50.0K – $100.0K2019-09-30self
2019-01-14Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST]Buy$1.0K – $15.0K2019-02-07self
2019-01-14J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G) [ST]Buy$1.0K – $15.0K2019-02-07self
2019-01-14BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D) [ST]Buy$1.0K – $15.0K2019-02-07self