LOZANO MONICA C
SEC insider (Form 3/4/5 filer). CIK 0001179864. Director at BANK OF AMERICA CORP /DE/ (BAC) and 2 other issuers. 9 reported Form 4/5 transactions since Sep 2024; latest on May 4, 2026. Located in CHARLOTTE, NC.
Companies LOZANO MONICA C has filed insider reports for
- BANK OF AMERICA CORP /DE/ (BAC): Director
- TARGET CORP (TGT): Director
- Apple Inc. (AAPL): Director
LOZANO MONICA C
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/
AwardDirectPhantom Stock
5.4K shares- - Mar 11, 2026TGT
TARGET CORP
AwardDirect1.7K shares- - Feb 24, 2026AAPL
Apple Inc.
AwardDirectRestricted Stock Unit
1.1K shares- - Feb 4, 2026BAC
BANK OF AMERICA CORP /DE/
Will/InheritanceIndirect387 shares- - Feb 1, 2026AAPL
Apple Inc.
ExerciseDirect1.3K shares- - Apr 22, 2025BAC
BANK OF AMERICA CORP /DE/
AwardDirectPhantom Stock
7.3K shares- - Mar 12, 2025TGT
TARGET CORP
AwardDirect1.8K shares- - Feb 25, 2025AAPL
Apple Inc.
AwardDirectRestricted Stock Unit
1.3K shares- - Feb 1, 2025AAPL
Apple Inc.
ExerciseDirect1.5K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| May 4, 2026 |  BAC BANK OF AMERICA CORP /DE/ | Award Phantom Stock | 5,365 | - | - | Direct |
| Mar 11, 2026 |  TGT TARGET CORP | Award | 1,676 | - | $0 | Direct |
| Feb 24, 2026 |  AAPL Apple Inc. | Award Restricted Stock Unit | 1,139 | - | - | Direct |
| Feb 4, 2026 | BAC BANK OF AMERICA CORP /DE/ | Will/Inheritance | 387 | - | $0 | Indirect |
| Feb 1, 2026 | AAPL Apple Inc. | Exercise | 1,255 | - | $0 | Direct |
| Apr 22, 2025 | BAC BANK OF AMERICA CORP /DE/ | Award Phantom Stock | 7,307 | - | - | Direct |
| Mar 12, 2025 | TGT TARGET CORP | Award | 1,841 | - | - | Direct |
| Feb 25, 2025 | AAPL Apple Inc. | Award Restricted Stock Unit | 1,255 | - | - | Direct |
| Feb 1, 2025 | AAPL Apple Inc. | Exercise | 1,516 | - | - | Direct |
1-9 of 9 transactions