Monica C Lozano

Insider

First SEC filing: May 6, 2026 · Latest: May 6, 2026

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 74 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

74 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
May 4, 2026	BAC	A	5,365	—	—	246,348 Direct	+2.23%	Acquired	(price as of 2026-08-21)
March 11, 2026	TGT	A	1,676	—	—	22,857 Direct	+7.91%	Acquired	(price as of 2026-08-21)
Feb. 24, 2026	AAPL	A	1,139	—	—	1,139 Direct	—	Acquired	(price as of 2026-08-21)
Feb. 4, 2026	BAC	W	387	—	—	3,387 Indirect	+12.90%	Acquired	(price as of 2026-08-21)
Feb. 1, 2026	AAPL	M	1,255	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Feb. 1, 2026	AAPL	M	1,255	—	—	9,862 Direct	+14.58%	Acquired	(price as of 2026-08-21)
April 22, 2025	BAC	A	7,307	—	—	235,794 Direct	+3.20%	Acquired	(price as of 2026-08-21)
March 12, 2025	TGT	A	1,841	—	—	20,197 Direct	+10.03%	Acquired	(price as of 2026-08-21)
Feb. 25, 2025	AAPL	A	1,255	—	—	1,255 Direct	—	Acquired	(price as of 2026-08-21)
Feb. 1, 2025	AAPL	M	1,516	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Feb. 1, 2025	AAPL	M	1,516	—	—	8,607 Direct	+21.38%	Acquired	(price as of 2026-08-21)
Aug. 19, 2024	BAC	G	3,000	—	—	3,000 Indirect	—	Acquired	(price as of 2026-08-21)
Aug. 19, 2024	BAC	G	3,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
April 24, 2024	BAC	A	7,046	—	—	222,907 Direct	+3.26%	Acquired	(price as of 2026-08-21)
March 13, 2024	TGT	A	1,148	—	—	17,753 Direct	+6.91%	Acquired	(price as of 2026-08-21)
Feb. 28, 2024	AAPL	A	1,516	—	—	1,516 Direct	—	Acquired	(price as of 2026-08-21)
Feb. 1, 2024	AAPL	M	1,852	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Feb. 1, 2024	AAPL	M	1,852	—	—	7,091 Direct	+35.35%	Acquired	(price as of 2026-08-21)
April 25, 2023	BAC	A	9,362	—	—	209,528 Direct	+4.68%	Acquired	(price as of 2026-08-21)
March 10, 2023	AAPL	A	1,852	—	—	1,852 Direct	—	Acquired	(price as of 2026-08-21)
March 8, 2023	TGT	A	1,166	—	—	15,959 Direct	+7.88%	Acquired	(price as of 2026-08-21)
Feb. 1, 2023	AAPL	M	1,685	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Feb. 1, 2023	AAPL	M	1,685	—	—	5,239 Direct	+47.41%	Acquired	(price as of 2026-08-21)
April 26, 2022	BAC	A	6,859	—	—	194,635 Direct	+3.65%	Acquired	(price as of 2026-08-21)
March 9, 2022	TGT	A	878	—	—	14,435 Direct	+6.48%	Acquired	(price as of 2026-08-21)
March 4, 2022	AAPL	A	1,685	—	—	1,685 Direct	—	Acquired	(price as of 2026-08-21)
Feb. 1, 2022	AAPL	M	1,986	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Feb. 1, 2022	AAPL	M	1,986	—	—	3,554 Direct	+126.66%	Acquired	(price as of 2026-08-21)
April 20, 2021	BAC	A	6,565	—	—	184,282 Direct	+3.69%	Acquired	(price as of 2026-08-21)
March 10, 2021	TGT	A	1,004	—	—	13,408 Direct	+8.09%	Acquired	(price as of 2026-08-21)
Feb. 23, 2021	AAPL	A	1,986	—	—	1,986 Direct	—	Acquired	(price as of 2026-08-21)
Feb. 1, 2021	AAPL	M	281	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Feb. 1, 2021	AAPL	M	281	—	—	1,568 Direct	+21.83%	Acquired	(price as of 2026-08-21)
Jan. 4, 2021	AAPL	A	281	—	—	281 Direct	—	Acquired	(price as of 2026-08-21)
April 22, 2020	BAC	A	11,468	—	—	173,153 Direct	+7.09%	Acquired	(price as of 2026-08-21)
March 11, 2020	TGT	A	1,711	—	—	12,175 Direct	+16.35%	Acquired	(price as of 2026-08-21)
April 24, 2019	BAC	A	8,328	—	—	157,748 Direct	+5.57%	Acquired	(price as of 2026-08-21)
March 13, 2019	TGT	A	2,338	—	—	10,196 Direct	+29.75%	Acquired	(price as of 2026-08-21)
April 25, 2018	BAC	A	8,295	—	—	146,333 Direct	+6.01%	Acquired	(price as of 2026-08-21)
March 14, 2018	TGT	A	2,538	—	—	7,595 Direct	+50.19%	Acquired	(price as of 2026-08-21)
April 26, 2017	BAC	A	8,372	—	—	135,866 Direct	+6.57%	Acquired	(price as of 2026-08-21)
Jan. 11, 2017	TGT	A	2,377	—	—	4,803 Direct	+97.98%	Acquired	(price as of 2026-08-21)
April 27, 2016	BAC	A	13,316	—	—	125,569 Direct	+11.86%	Acquired	(price as of 2026-08-21)
March 9, 2016	TGT	A	2,364	—	—	2,364 Direct	—	Acquired	(price as of 2026-08-21)
June 17, 2015	BAC	A	2,082	—	—	110,859 Direct	+1.91%	Acquired	(price as of 2026-08-21)
May 6, 2015	BAC	A	9,822	—	—	108,777 Direct	+9.93%	Acquired	(price as of 2026-08-21)
March 27, 2015	BAC	A	947	—	—	98,955 Direct	+0.97%	Acquired	(price as of 2026-08-21)
May 7, 2014	BAC	A	10,811	—	—	98,008 Direct	+12.40%	Acquired	(price as of 2026-08-21)
March 28, 2014	BAC	A	238	—	—	87,197 Direct	+0.27%	Acquired	(price as of 2026-08-21)
May 8, 2013	BAC	A	12,289	—	—	86,959 Direct	+16.46%	Acquired	(price as of 2026-08-21)
March 22, 2013	BAC	A	303	—	—	74,670 Direct	+0.41%	Acquired	(price as of 2026-08-21)
March 22, 2013	BAC	A	303	—	—	74,670 Direct	+0.41%	Acquired	(price as of 2026-08-21)
May 9, 2012	BAC	A	20,699	—	—	74,367 Direct	+38.57%	Acquired	(price as of 2026-08-21)
March 23, 2012	BAC	A	285	—	—	53,669 Direct	+0.53%	Acquired	(price as of 2026-08-21)
May 11, 2011	BAC	A	13,061	—	—	53,383 Direct	+32.39%	Acquired	(price as of 2026-08-21)
March 25, 2011	BAC	A	117	—	—	40,322 Direct	+0.29%	Acquired	(price as of 2026-08-21)
April 28, 2010	BAC	A	8,999	—	—	40,205 Direct	+28.84%	Acquired	(price as of 2026-08-21)
March 26, 2010	BAC	A	17	—	—	31,206 Direct	+0.05%	Acquired	(price as of 2026-08-21)
Jan. 22, 2010	BAC	P	2,000	$15.21	$30,420	3,000 Direct	+200.00%	Acquired	310.6% (price as of 2026-08-21)
Dec. 24, 2009	BAC	A	20	—	—	31,189 Direct	+0.06%	Acquired	(price as of 2026-08-21)
Sept. 25, 2009	BAC	A	19	—	—	31,169 Direct	+0.06%	Acquired	(price as of 2026-08-21)
July 1, 2009	BAC	A	549	—	—	31,150 Direct	+1.79%	Acquired	(price as of 2026-08-21)
June 26, 2009	BAC	A	24	—	—	30,601 Direct	+0.08%	Acquired	(price as of 2026-08-21)
April 29, 2009	BAC	A	18,433	—	—	30,577 Direct	+151.79%	Acquired	(price as of 2026-08-21)
March 27, 2009	BAC	A	798	—	—	12,143 Direct	+7.03%	Acquired	(price as of 2026-08-21)
April 23, 2008	BAC	A	4,341	—	—	11,345 Direct	+61.98%	Acquired	(price as of 2026-08-21)
March 28, 2008	BAC	A	382	—	—	7,004 Direct	+5.77%	Acquired	(price as of 2026-08-21)
June 11, 2007	BAC	P	1,000	$50.00	$50,000	1,000 Direct	—	Acquired	24.9% (price as of 2026-08-21)
April 25, 2007	BAC	A	3,123	—	—	6,622 Direct	+89.25%	Acquired	(price as of 2026-08-21)
March 23, 2007	BAC	A	145	—	—	3,499 Direct	+4.32%	Acquired	(price as of 2026-08-21)
April 26, 2006	BAC	A	3,354	—	—	3,354 Direct	—	Acquired	(price as of 2026-08-21)
Oct. 28, 2004	THC	A	12,195	—	—	12,195 Direct	—	Acquired	(price as of 2026-08-21)
May 1, 2004	1011659	A	3,000	—	—	3,000 Direct	—	Acquired
Dec. 31, 2003	THC	A	1,723	$16.05	$27,654	12,458 Direct	+16.05%	Acquired	327.6% (price as of 2026-08-21)
Oct. 30, 2003	THC	A	18,687	—	—	18,687 Direct	—	Acquired	(price as of 2026-08-21)
Sept. 30, 2003	THC	A	2,625	$14.48	$38,010	10,735 Direct	+32.37%	Acquired	373.9% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
May 4, 2026	BAC	Phantom Stock	Common Stock (5,365)	—	—	5,365	Acquired
Feb. 24, 2026	AAPL	Restricted Stock Unit [F1]	Common Stock (1,139)	—	Feb. 1, 2027	1,139	Acquired
Feb. 1, 2026	AAPL	Restricted Stock Unit	Common Stock (1,255)	—	Feb. 1, 2026	1,255	Disposed
April 22, 2025	BAC	Phantom Stock	Common Stock (7,307)	—	—	7,307	Acquired
Feb. 25, 2025	AAPL	Restricted Stock Unit [F1]	Common Stock (1,255)	—	Feb. 1, 2026	1,255	Acquired
Feb. 1, 2025	AAPL	Restricted Stock Unit	Common Stock (1,516)	—	Feb. 1, 2025	1,516	Disposed
April 24, 2024	BAC	Phantom Stock	Common Stock (7,046)	—	—	7,046	Acquired
Feb. 28, 2024	AAPL	Restricted Stock Unit [F1]	Common Stock (1,516)	—	Feb. 1, 2025	1,516	Acquired
Feb. 1, 2024	AAPL	Restricted Stock Unit	Common Stock (1,852)	—	Feb. 1, 2024	1,852	Disposed
April 25, 2023	BAC	Phantom Stock	Common Stock (9,362)	—	—	9,362	Acquired
March 10, 2023	AAPL	Restricted Stock Unit [F1]	Common Stock (1,852)	—	Feb. 1, 2024	1,852	Acquired
Feb. 1, 2023	AAPL	Restricted Stock Unit	Common Stock (1,685)	—	Feb. 1, 2023	1,685	Disposed
April 26, 2022	BAC	Phantom Stock	Common Stock (6,859)	—	—	6,859	Acquired
March 4, 2022	AAPL	Restricted Stock Unit [F1]	Common Stock (1,685)	—	Feb. 1, 2023	1,685	Acquired
Feb. 1, 2022	AAPL	Restricted Stock Unit	Common Stock (1,986)	—	Feb. 1, 2022	1,986	Disposed
April 20, 2021	BAC	Phantom Stock	Common Stock (6,565)	—	—	6,565	Acquired
Feb. 23, 2021	AAPL	Restricted Stock Unit [F1]	Common Stock (1,986)	—	Feb. 1, 2022	1,986	Acquired
Feb. 1, 2021	AAPL	Restricted Stock Unit	Common Stock (281)	—	Feb. 1, 2021	281	Disposed
Jan. 4, 2021	AAPL	Restricted Stock Unit [F1]	Common Stock (281)	—	Feb. 1, 2021	281	Acquired
April 22, 2020	BAC	Phantom Stock	Common Stock (11,468)	—	—	11,468	Acquired
April 24, 2019	BAC	Phantom Stock	Common Stock (8,328)	—	—	8,328	Acquired
April 25, 2018	BAC	Phantom Stock	Common Stock (8,295)	—	—	8,295	Acquired
April 26, 2017	BAC	Phantom Stock	Common Stock (8,372)	—	—	8,372	Acquired
April 27, 2016	BAC	Phantom Stock	Common Stock (13,316)	—	—	13,316	Acquired
June 17, 2015	BAC	Phantom Stock	Common Stock (2,082)	—	—	2,082	Acquired
May 6, 2015	BAC	Phantom Stock	Common Stock (9,822)	—	—	9,822	Acquired
March 27, 2015	BAC	Phantom Stock	Common Stock (947)	—	—	947	Acquired
May 7, 2014	BAC	Phantom Stock	Common Stock (10,811)	—	—	10,811	Acquired
March 28, 2014	BAC	Phantom Stock	Common Stock (238)	—	—	238	Acquired
May 8, 2013	BAC	Phantom Stock	Common Stock (12,289)	—	—	12,289	Acquired
March 22, 2013	BAC	Phantom Stock	Common Stock (303)	—	—	303	Acquired
March 22, 2013	BAC	Phantom Stock	Common Stock (303)	—	—	303	Acquired
May 9, 2012	BAC	Phantom Stock	Common Stock (20,699)	—	—	20,699	Acquired
March 23, 2012	BAC	Phantom Stock	Common Stock (285)	—	—	285	Acquired
May 11, 2011	BAC	Phantom Stock	Common Stock (13,061)	—	—	13,061	Acquired
March 25, 2011	BAC	Phantom Stock	Common Stock (117)	—	—	117	Acquired
April 28, 2010	BAC	Phantom Stock	Common Stock (8,999)	—	—	8,999	Acquired
March 26, 2010	BAC	Phantom Stock	Common Stock (17)	—	—	17	Acquired
Dec. 24, 2009	BAC	Phantom Stock	Common Stock (20)	$0.00	—	20	Acquired
Sept. 25, 2009	BAC	Phantom Stock	Common Stock (19)	$0.00	—	19	Acquired
July 1, 2009	BAC	Phantom Stock	Common Stock (549)	$0.00	—	549	Acquired
June 26, 2009	BAC	Phantom Stock	Common Stock (24)	$0.00	—	24	Acquired
April 29, 2009	BAC	Phantom Stock	Common Stock (18,433)	$0.00	—	18,433	Acquired
March 27, 2009	BAC	Phantom Stock	Common Stock (798)	$0.00	—	798	Acquired
April 23, 2008	BAC	Phantom Stock	Common Stock (4,341)	$0.00	—	4,341	Acquired
March 28, 2008	BAC	Phantom Stock	Common Stock (382)	$0.00	—	382	Acquired
April 25, 2007	BAC	Phantom Stock	Common Stock (3,123)	$0.00	—	3,123	Acquired
March 23, 2007	BAC	Phantom Stock	Common Stock (145)	$0.00	—	145	Acquired
April 26, 2006	BAC	Phantom Stock	Common Stock (3,354)	$0.00	—	3,354	Acquired
Oct. 28, 2004	THC	2004 October Director Deferred Stock Units	Common Stock (12,195)	$0.00	—	12,195	Acquired
May 1, 2004	1011659	Non-Qualified Stock Option	common stock (3,000)	$53.43	May 1, 2014	3,000	Acquired
Dec. 31, 2003	THC	Stock Units [F1]	Common Stock (1,723)	$0.00	—	1,723	Acquired
Oct. 30, 2003	THC	2003 D Director Option (Right to Buy)	Common Stock (18,687)	$13.78	Oct. 30, 2013	18,687	Acquired
Sept. 30, 2003	THC	Stock Units [F1]	Common Stock (2,625)	$0.00	—	2,625	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 1 holding

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Jan. 5, 2021	AAPL	Common Stock	1,287	Direct