| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ajita G Rajendra | 0 | 231,405 | 24 Aug, 2023 | |
| Kevin J. Wheeler | Executive Chairman | 128,348 | 0 | 17 Feb, 2026 |
| Mark D Smith | 116,242 | 0 | 29 Jul, 2025 | |
| James F Stern | Exec Vp, Corp Dev, Strat Sec | 101,547 | 0 | 17 Feb, 2026 |
| Gene C Wulf | 87,958 | 0 | 13 Apr, 2022 | |
| Mark A Petrarca | Senior Vice Pres. H.R. P.A | 87,407 | 0 | 09 Feb, 2024 |
| Ajita G Rajendra | 58,577 | 0 | 10 Apr, 2024 | |
| Charles T Lauber | Evp Cfo | 47,119 | 0 | 17 Feb, 2026 |
| Idelle K Wolf | 45,140 | 0 | 08 Feb, 2024 | |
| Ilham Kadri | 21,317 | 0 | 09 Apr, 2025 | |
| Wallace E Goodwin | Svp; President, Lochinvar, Llc | 17,892 | 0 | 15 Feb, 2022 |
| David R Warren | Senior Vp President And Gm | 13,228 | 0 | 09 Feb, 2024 |
| Michael M Larsen | 11,425 | 0 | 09 Mar, 2023 | |
| Daniel L Kempken | Svp Strategy Corp. Dev. | 9,087 | 0 | 22 Feb, 2023 |
| Robert J Heideman | Senior Vp, Cto | 8,889 | 0 | 11 Feb, 2025 |
| Mark D Smith | 0 | 6,773 | 22 Dec, 2023 | |
| Stephen D. O'Brien | Svp; Pres General Mngr Nawh | 6,510 | 0 | 17 Feb, 2026 |
| Christopher L Mapes | 6,277 | 0 | 09 Apr, 2025 | |
| Earl E. Exum | 4,286 | 0 | 13 Apr, 2023 | |
| Lois M Martin | 4,094 | 0 | 09 Apr, 2025 | |
| Todd W Fister | 4,094 | 0 | 09 Apr, 2025 | |
| Douglas Samuel Karge | Svp President Na Water Treat | 3,890 | 0 | 17 Feb, 2026 |
| Stephanie Melissa Scheppele | Svp Cio | 3,309 | 0 | 11 Feb, 2025 |
| Samuel M. Carver | Svp Global Operations | 2,713 | 0 | 24 Feb, 2026 |
| Anindadeb Vjaykumar Dasgupta | Senior Vice President | 2,377 | 0 | 15 Feb, 2022 |
| Darrell W. Schuh | Svp; President Gm Lochinvar | 2,201 | 0 | 04 Mar, 2026 |
| Benjamin A Otchere | Vice President And Controller | 2,148 | 0 | 17 Feb, 2026 |
| Victoria M Holt | 1,922 | 0 | 15 Apr, 2021 | |
| Victoria M Holt | 1,922 | 0 | 15 Apr, 2021 | |
| Patricia K Ackerman | Senior Vice President | 1,802 | 0 | 15 Feb, 2022 |
| Helen E Gurholt | Vice President And Controller | 1,503 | 0 | 12 May, 2021 |
| Bruce M Smith | 142 | 0 | 14 Jul, 2021 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | D | 356 | $79.89 | 3,295 | D | F |
| 04 Mar, 2026 | Darrell W. Schuh | Common Stock | D | 1,104 | $74.39 | 2,201 | D | S |
| 23 Feb, 2026 | Samuel M. Carver | Common Stock | D | 1,144 | - | 2,713 | D | G |
| 13 Feb, 2026 | Stephen D. O'Brien | Common Stock | A | 2,905 | $0.00 | 6,863 | D | M |
| 13 Feb, 2026 | Benjamin A Otchere | Common Stock | A | 1,460 | $0.00 | 2,693 | D | M |
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | A | 1,460 | $0.00 | 3,651 | D | M |
| 13 Feb, 2026 | Douglas Samuel Karge | Common Stock | A | 1,415 | $0.00 | 4,218 | D | M |
| 13 Feb, 2026 | James F Stern | Common Stock | A | 6,850 | $0.00 | 103,134 | D | M |
| 13 Feb, 2026 | Samuel M. Carver | Common Stock | A | 2,605 | $0.00 | 4,174 | D | M |
| 13 Feb, 2026 | Parag Kulkarni | Restricted Stock Units | D | 1,115 | $0.00 | 7,605 | D | M |
| 13 Feb, 2026 | Charles T Lauber | Common Stock | A | 9,460 | $0.00 | 49,312 | D | M |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | A | 36,045 | $0.00 | 136,692 | D | M |
| 13 Feb, 2026 | Jack Qiu | Restricted Stock Units | D | 3,275 | $0.00 | 0 | D | M |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | D | 16,942 | $79.89 | 119,750 | D | F |
| 13 Feb, 2026 | James F Stern | Common Stock | D | 3,220 | $79.89 | 99,914 | D | F |
| 13 Feb, 2026 | Samuel M. Carver | Common Stock | D | 1,026 | $79.89 | 3,148 | D | F |
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | D | 356 | $79.89 | 3,295 | D | S |
| 13 Feb, 2026 | Benjamin A Otchere | Common Stock | D | 545 | $79.89 | 2,148 | D | F |
| 13 Feb, 2026 | Stephen D. O'Brien | Common Stock | D | 1,144 | $0.00 | 5,719 | D | F |
| 13 Feb, 2026 | Charles T Lauber | Common Stock | D | 4,447 | $79.89 | 44,865 | D | F |