| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Dennis L Brack | - | 8,321 | 0 | 07 Mar, 2024 |
| Mitchell A Johnson | - | 8,579 | 0 | 09 Mar, 2026 |
| Lowell Junkins | Acting President Ceo | 10,927 | 0 | 02 Apr, 2026 |
| Bradford T Nordholm | Chief Executive Officer | 37,430 | 0 | 02 Apr, 2026 |
| James R Engebretsen | - | 16,759 | 0 | 02 Apr, 2026 |
| Richard H Davidson | - | 14,649 | 0 | 09 Mar, 2026 |
| Sara Louise Faivre-Davis | - | 2,222 | 0 | 09 Mar, 2026 |
| Myles James Watts | - | 14,088 | 0 | 11 Mar, 2022 |
| Chester J Culver | - | 2,460 | 0 | 02 Oct, 2025 |
| Stephen P Mullery | Evp General Counsel | 19,442 | 0 | 25 Aug, 2025 |
| Gregory Ramsey | Principal Accounting Officer | 3,351 | 0 | 02 Apr, 2026 |
| Robert J Maines | Svp Operations | 3,306 | 0 | 02 Apr, 2025 |
| Brian M Brinch | Evp Chief Risk Officer | 10,096 | 0 | 02 Apr, 2026 |
| Robert G Sexton | - | 14,226 | 0 | 02 Apr, 2026 |
| Todd P Ware | - | 4,474 | 0 | 02 Apr, 2026 |
| Everett M Dobrinski | - | 6,780 | 0 | 07 Mar, 2024 |
| Zachary Carpenter | President And Coo | 12,213 | 0 | 02 Apr, 2026 |
| Shaw L Daniel | - | 1,858 | 0 | 09 Mar, 2026 |
| Lajuana S Wilcher | - | 3,567 | 0 | 09 Mar, 2026 |
| Aparna Ramesh | Evp Chief Financial Officer | 10,799 | 0 | 13 Jun, 2025 |
| Amy H Gales | - | 5,979 | 0 | 02 Apr, 2026 |
| Charles A Stones | - | 2,441 | 0 | 09 Mar, 2026 |
| Eric T Mckissack | - | 2,874 | 0 | 02 Apr, 2026 |
| Marc J Crady | Svp Chief Credit Officer | 3,621 | 0 | 02 Apr, 2025 |
| Roy H Tiarks | - | 1,827 | 0 | 07 Mar, 2024 |
| Kerry T Willie | Svp Chief Hr Officer | 2,909 | 0 | 02 Apr, 2025 |
| Sean Datcher | Svp Chief Information Officer | 1,341 | 0 | 02 Apr, 2025 |
| Kevin G. Riel | - | 1,152 | 0 | 09 Mar, 2026 |
| Jeffrey L. Plagge | - | 1,346 | 0 | 02 Apr, 2026 |
| Geraldine I Hayhurst | Evp Chief Legal Officer | 1,103 | 0 | 09 Mar, 2026 |
| Matthew M Pullins | Evp Cfo And Treasurer | 3,476 | 0 | 09 Mar, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Robert G Sexton | Class C Non-Voting Common Stock | A | 56 | $148.35 | 14,226 | D | A |
| 31 Mar, 2026 | Zachary Carpenter | Class C Non-Voting Common Stock | D | 1,323 | $144.36 | 12,213 | D | F |
| 31 Mar, 2026 | Todd P Ware | Class C Non-Voting Common Stock | A | 28 | $148.35 | 4,474 | D | A |
| 31 Mar, 2026 | Amy H Gales | Class C Non-Voting Common Stock | A | 136 | $148.35 | 5,979 | D | A |
| 31 Mar, 2026 | Gregory Ramsey | Class C Non-Voting Common Stock | D | 205 | $144.36 | 3,351 | D | F |
| 31 Mar, 2026 | James R Engebretsen | Class C Non-Voting Common Stock | A | 116 | $148.35 | 16,759 | D | A |
| 31 Mar, 2026 | Lowell Junkins | Class C Non-Voting Common Stock | A | 9 | $148.35 | 10,927 | D | A |
| 31 Mar, 2026 | Eric T Mckissack | Class C Non-Voting Common Stock | A | 14 | $148.35 | 2,874 | D | A |
| 31 Mar, 2026 | Bradford T Nordholm | Class C Non-Voting Common Stock | D | 15,949 | $144.36 | 37,430 | D | F |
| 31 Mar, 2026 | Robert G Sexton | Class C Non-Voting Common Stock | A | 56 | $148.35 | 14,226 | D | A |
| 31 Mar, 2026 | Todd P Ware | Class C Non-Voting Common Stock | A | 28 | $148.35 | 4,474 | D | A |
| 31 Mar, 2026 | Eric T Mckissack | Class C Non-Voting Common Stock | A | 14 | $148.35 | 2,874 | D | A |
| 31 Mar, 2026 | Lowell Junkins | Class C Non-Voting Common Stock | A | 9 | $148.35 | 10,927 | D | A |
| 31 Mar, 2026 | Brian M Brinch | Class C Non-Voting Common Stock | D | 476 | $144.36 | 10,096 | D | F |
| 31 Mar, 2026 | Amy H Gales | Class C Non-Voting Common Stock | A | 136 | $148.35 | 5,979 | D | A |
| 31 Mar, 2026 | Gregory Ramsey | Class C Non-Voting Common Stock | D | 205 | $144.36 | 3,351 | D | F |
| 31 Mar, 2026 | Jeffrey L. Plagge | Class C Non-Voting Common Stock | A | 56 | $148.35 | 1,346 | D | A |
| 31 Mar, 2026 | Jeffrey L. Plagge | Class C Non-Voting Common Stock | A | 56 | $148.35 | 1,346 | D | A |
| 31 Mar, 2026 | Bradford T Nordholm | Class C Non-Voting Common Stock | D | 15,949 | $144.36 | 37,430 | D | F |
| 05 Mar, 2026 | Mitchell A Johnson | Class C Non-Voting Common Stock | A | 471 | $0.00 | 8,579 | D | A |