| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Idelle K Wolf | - | 45,140 | 0 | 08 Feb, 2024 |
| Gene C Wulf | - | 87,958 | 0 | 13 Apr, 2022 |
| Christopher L Mapes | Executive Vice President | 6,277 | 0 | 09 Apr, 2025 |
| Bruce M Smith | - | 142 | 0 | 14 Jul, 2021 |
| Mark D Smith | - | 118,504 | 0 | 15 Apr, 2026 |
| Lois M Martin | - | 6,445 | 0 | 15 Apr, 2026 |
| Mark A Petrarca | Senior Vice Pres. H.R. P.A | 87,407 | 0 | 09 Feb, 2024 |
| Ajita G Rajendra | - | 0 | 231,405 | 24 Aug, 2023 |
| James F Stern | Exec Vp, Corp Dev, Strat Sec | 101,547 | 0 | 17 Feb, 2026 |
| Michael M Larsen | - | 11,425 | 0 | 09 Mar, 2023 |
| Robert J Heideman | Senior Vp, Cto | 8,889 | 0 | 11 Feb, 2025 |
| Daniel L Kempken | Svp Strategy Corp. Dev. | 9,087 | 0 | 22 Feb, 2023 |
| Patricia K Ackerman | Senior Vice President | 1,802 | 0 | 15 Feb, 2022 |
| Charles T Lauber | Evp Cfo | 47,119 | 0 | 17 Feb, 2026 |
| Kevin J. Wheeler | Executive Chairman | 128,348 | 0 | 17 Feb, 2026 |
| Ilham Kadri | - | 23,579 | 0 | 15 Apr, 2026 |
| Todd W Fister | - | 6,356 | 0 | 15 Apr, 2026 |
| David R Warren | Senior Vp President And Gm | 13,228 | 0 | 09 Feb, 2024 |
| Wallace E Goodwin | Svp; President, Lochinvar, Llc | 17,892 | 0 | 15 Feb, 2022 |
| Anindadeb Vjaykumar Dasgupta | Senior Vice President | 2,377 | 0 | 15 Feb, 2022 |
| 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 |
| Benjamin A Otchere | Vice President And Controller | 2,148 | 0 | 17 Feb, 2026 |
| Earl E. Exum | - | 4,286 | 0 | 13 Apr, 2023 |
| Stephen D. O'Brien | Svp; Pres General Mngr Nawh | 6,510 | 0 | 17 Feb, 2026 |
| Darrell W. Schuh | Svp; President Gm Lochinvar | 2,201 | 0 | 04 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Apr, 2026 | Ilham Kadri | Common Stock | A | 2,262 | $66.32 | 23,579 | D | A |
| 13 Apr, 2026 | Mark D Smith | Common Stock | A | 2,262 | $66.32 | 118,504 | D | A |
| 13 Apr, 2026 | Lois M Martin | Common Stock | A | 2,262 | $66.32 | 6,445 | D | A |
| 13 Apr, 2026 | Mark D Smith | Common Stock | A | 2,262 | $66.32 | 118,504 | D | A |
| 13 Apr, 2026 | Todd W Fister | Common Stock | A | 2,262 | $66.32 | 6,356 | D | A |
| 13 Apr, 2026 | Aaron W Saak | Restricted Stock Units | A | 2,262 | $66.32 | 2,262 | D | A |
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | D | 356 | $79.89 | 3,295 | D | F |
| 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 |
| 04 Mar, 2026 | Darrell W. Schuh | Common Stock | D | 1,104 | $74.39 | 2,201 | D | S |
| 04 Mar, 2026 | Darrell W. Schuh | Common Stock | D | 1,104 | $74.39 | 2,201 | D | S |
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | D | 356 | $79.89 | 3,295 | D | F |
| 23 Feb, 2026 | Samuel M. Carver | Common Stock | D | 1,144 | - | 2,713 | D | G |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | A | 36,045 | $0.00 | 136,692 | D | M |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | A | 36,045 | $0.00 | 136,692 | D | M |
| 13 Feb, 2026 | Samuel M. Carver | Common Stock | A | 2,605 | $0.00 | 4,174 | D | M |
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | A | 1,460 | $0.00 | 3,651 | D | M |
| 13 Feb, 2026 | James F Stern | Common Stock | A | 6,850 | $0.00 | 103,134 | D | M |
| 13 Feb, 2026 | Darrell W. Schuh | Common Stock | A | 1,460 | $0.00 | 3,651 | D | M |
| 13 Feb, 2026 | Kevin J. Wheeler | Common Stock | A | 36,045 | $0.00 | 136,692 | D | M |