| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Onur Erzan | Head, Gl. Cl. Grp. Pr. Wlth. | 0 | 275,663 | 12 Dec, 2025 |
| Laurence E Cranch | Chief Legal Officer | 0 | 226,196 | 14 Dec, 2021 |
| Karl Sprules | Chief Operating Officer | 129,640 | 94,270 | 12 Dec, 2025 |
| Onur Erzan | Head, Gl. Cl. Grp. Pr. Wlth. | 0 | 112,688 | 04 Dec, 2023 |
| Kate C Burke | Former Coo Cfo | 110,205 | 0 | 14 Aug, 2023 |
| Ali Dibadj | Cfo And Head Of Strategy | 105,392 | 0 | 03 Dec, 2021 |
| Kate C Burke | Coo Cfo | 0 | 94,095 | 14 Dec, 2022 |
| Catherine R. Spencer | Chief People Officer | 72,711 | 0 | 04 Dec, 2024 |
| Mark R Manley | General Counsel Corp Sec | 71,615 | 0 | 03 Dec, 2025 |
| William R Siemers | Svp, Interim Cfo | 56,568 | 13,416 | 01 Mar, 2024 |
| Ali Dibadj | Cfo And Head Of Strategy | 0 | 46,456 | 14 Dec, 2021 |
| Das Narayandas | - | 44,921 | 0 | 23 May, 2025 |
| Daniel G Kaye | - | 44,130 | 0 | 23 May, 2025 |
| Daniel G Kaye | - | 39,810 | 0 | 26 May, 2023 |
| Catherine R. Spencer | Chief People Officer | 0 | 32,716 | 13 Dec, 2024 |
| Onur Erzan | Head, Gl. Cl. Grp. Pr. Wlth. | 28,582 | 0 | 03 Dec, 2025 |
| Thomas Simeone | Chief Accounting Officer | 0 | 28,069 | 12 Dec, 2025 |
| Jacqueline Marks | Chief Financial Officer | 0 | 26,835 | 13 Dec, 2024 |
| Thomas Simeone | Chief Accounting Officer | 26,566 | 0 | 03 Dec, 2025 |
| Mark R Manley | General Counsel Corp Sec | 0 | 26,298 | 12 Dec, 2025 |
| Charles G.T. Stonehill | - | 25,176 | 0 | 23 May, 2025 |
| Nella Domenici | - | 22,865 | 0 | 26 May, 2023 |
| Todd Walthall | - | 20,880 | 0 | 23 May, 2025 |
| Bruce M Holley | - | 9,245 | 0 | 23 May, 2025 |
| Alexis Luckey | Chief Accounting Officer | 0 | 7,903 | 12 Dec, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Karl Sprules | AB Holding Units | D | 2,490 | $41.11 | 129,640 | D | G |
| 10 Dec, 2025 | Alexis Luckey | AB Holding Units | A | 517 | $41.11 | 7,903 | I | A |
| 10 Dec, 2025 | Mark R Manley | AB Holding Units | A | 11,068 | $41.11 | 26,298 | I | A |
| 10 Dec, 2025 | Thomas Simeone | AB Holding Units | A | 11,554 | $41.11 | 28,069 | I | A |
| 10 Dec, 2025 | Onur Erzan | AB Holding Units | A | 65,678 | $41.11 | 275,663 | I | A |
| 10 Dec, 2025 | Karl Sprules | AB Holding Units | A | 44,393 | $41.11 | 94,270 | I | A |
| 01 Dec, 2025 | Karl Sprules | AB Holding Units | D | 43,012 | $41.43 | 49,877 | I | F |
| 01 Dec, 2025 | Onur Erzan | AB Holding Units | D | 63,943 | $41.43 | 209,985 | I | F |
| 01 Dec, 2025 | Mark R Manley | AB Holding Units | D | 6,724 | $41.43 | 15,230 | I | F |
| 01 Dec, 2025 | Thomas Simeone | AB Holding Units | D | 2,660 | $41.43 | 16,515 | I | F |
| 01 Dec, 2025 | Thomas Simeone | AB Holding Units | A | 2,011 | $41.43 | 26,566 | D | F |
| 01 Dec, 2025 | Onur Erzan | AB Holding Units | A | 28,582 | $41.43 | 28,582 | D | F |
| 01 Dec, 2025 | Karl Sprules | AB Holding Units | A | 28,034 | $41.43 | 132,130 | D | F |
| 01 Dec, 2025 | Mark R Manley | AB Holding Units | A | 5,086 | $41.43 | 71,615 | D | F |
| 22 Sep, 2025 | Mark R Manley | AB Holding Units | D | 700 | $38.84 | 66,529 | D | G |
| 10 Sep, 2025 | Karl Sprules | AB Holding Units | D | 2,650 | $37.76 | 104,096 | D | G |
| 10 Jul, 2025 | Holdings, Inc. Equitable | Units | D | 19,682,946 | $0.00 | 0 | D | J |
| 21 May, 2025 | Bruce M Holley | AB Holding Units | A | 4,253 | $39.98 | 9,245 | D | A |
| 21 May, 2025 | Daniel G Kaye | AB Holding Units | A | 4,253 | $39.98 | 44,130 | D | A |
| 21 May, 2025 | Todd Walthall | AB Holding Units | A | 4,253 | $39.98 | 20,880 | D | A |