Monica C. Lozano
CIK: 0001179864
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (9 total)
- May 4, 2026BAC
BANK OF AMERICA CORP /DE/
Award(A)DirectPhantom Stock
5.4K shares- - Mar 11, 2026TGT
TARGET CORP
Award(A)Direct1.7K shares- - Feb 24, 2026AAPL
Apple Inc.
Award(A)DirectRestricted Stock Unit
1.1K shares- - Feb 4, 2026BAC
BANK OF AMERICA CORP /DE/
Will/Inheritance(W)Indirect387 shares- - Feb 1, 2026AAPL
Apple Inc.
Exercise(M)Direct1.3K shares- - Apr 22, 2025BAC
BANK OF AMERICA CORP /DE/
Award(A)DirectPhantom Stock
7.3K shares- - Mar 12, 2025TGT
TARGET CORP
Award(A)Direct1.8K shares- - Feb 25, 2025AAPL
Apple Inc.
Award(A)DirectRestricted Stock Unit
1.3K shares- - Feb 1, 2025AAPL
Apple Inc.
Exercise(M)Direct1.5K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| May 4, 2026 |  BAC BANK OF AMERICA CORP /DE/ | Award(A) Phantom Stock | 5,365 | - | - | Direct |
| Mar 11, 2026 |  TGT TARGET CORP | Award(A) | 1,676 | - | $0 | Direct |
| Feb 24, 2026 |  AAPL Apple Inc. | Award(A) Restricted Stock Unit | 1,139 | - | - | Direct |
| Feb 4, 2026 | BAC BANK OF AMERICA CORP /DE/ | Will/Inheritance(W) | 387 | - | $0 | Indirect |
| Feb 1, 2026 | AAPL Apple Inc. | Exercise(M) | 1,255 | - | $0 | Direct |
| Apr 22, 2025 | BAC BANK OF AMERICA CORP /DE/ | Award(A) Phantom Stock | 7,307 | - | - | Direct |
| Mar 12, 2025 | TGT TARGET CORP | Award(A) | 1,841 | - | - | Direct |
| Feb 25, 2025 | AAPL Apple Inc. | Award(A) Restricted Stock Unit | 1,255 | - | - | Direct |
| Feb 1, 2025 | AAPL Apple Inc. | Exercise(M) | 1,516 | - | - | Direct |
1-9 of 9 transactions
About LOZANO MONICA C
LOZANO MONICA C (SEC CIK 0001179864) files insider reports with the SEC as Director of BANK OF AMERICA CORP /DE/ (BAC), Director of TARGET CORP (TGT) and Director of Apple Inc. (AAPL).
Signal8 holds 9 ownership filings by LOZANO MONICA C, all Form 4s, filed between Feb 4, 2025 and May 6, 2026. Those filings report 9 transactions, from Feb 1, 2025 to May 4, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on LOZANO MONICA C's filings is in CHARLOTTE, NC.
Recent filings by LOZANO MONICA C
- May 4, 2026: Grant or award of BAC derivative securities (Form 4, code A).
- Mar 11, 2026: Grant or award of TGT shares (Form 4, code A).
- Feb 24, 2026: Grant or award of AAPL derivative securities (Form 4, code A).
- Feb 4, 2026: Will / inheritance transaction of BAC shares (Form 4, code W).
- Feb 1, 2026: Option exercise of AAPL shares (Form 4, code M).
Other insiders filing for BANK OF AMERICA CORP /DE/ (BAC)
- Thomas William B., Director
- Fitterling James R, Director
- MOYNIHAN BRIAN T, Chair and CEO
- Okpara Johnbull, Chief Accounting Officer
- Greener Geoffrey S, Chief Risk Officer
- Zuber Maria T, Director