| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Wende L Kotouc | - | 1,776,714 | 0 | 03 Apr, 2026 |
| Andrew J Harmening | President Ceo | 393,939 | 0 | 17 Mar, 2026 |
| John A. Utz | Executive Vice President | 123,058 | 0 | 17 Mar, 2026 |
| Moral-Niles Christopher Del | Chief Financial Officer | 96,985 | 0 | 16 Aug, 2022 |
| Derek S. Meyer | Evp, Chief Financial Officer | 71,535 | 0 | 17 Mar, 2026 |
| John B Williams | - | 71,420 | 0 | 17 Mar, 2026 |
| Tammy C. Stadler | Principal Accounting Officer | 67,184 | 0 | 16 Jul, 2024 |
| Angie Dewitt | Executive Vice President | 58,993 | 0 | 16 May, 2025 |
| David L Stein | Executive Vice President | 58,710 | 0 | 18 Jun, 2025 |
| Timothy J Lau | Executive Vice President | 57,357 | 0 | 23 Feb, 2022 |
| Nicole M Kitowski | Executive Vice President | 52,885 | 0 | 17 Mar, 2026 |
| David L Stein | Executive Vice President | 0 | 49,297 | 30 Aug, 2024 |
| Robert A Jeffe | - | 48,208 | 0 | 17 Mar, 2026 |
| Paul Gregory Schmidt | Executive Vice President | 47,520 | 0 | 11 Feb, 2025 |
| Cory L Nettles | - | 46,877 | 0 | 17 Mar, 2026 |
| Patrick Edward Ahern | Executive Vice President | 45,052 | 0 | 11 Mar, 2026 |
| Bryan Carson | Executive Vice President | 38,953 | 0 | 11 Mar, 2026 |
| Moral-Niles Christopher Del | Chief Financial Officer | 0 | 37,827 | 15 Dec, 2021 |
| Michael Meinolf | Executive Vice President | 28,642 | 0 | 19 Sep, 2022 |
| Gregory Warsek | Evp | 0 | 26,837 | 08 Nov, 2024 |
| Dennis Deloye | Executive Vice President | 26,385 | 0 | 11 Mar, 2026 |
| Terry Lynn Williams | Chief Information Officer | 23,945 | 0 | 17 Mar, 2026 |
| Phillip Trier | Evp | 23,638 | 0 | 10 Feb, 2026 |
| Steven S. Zandpour | Evp | 18,213 | 0 | 17 Mar, 2026 |
| Judith P Greffin | - | 17,598 | 0 | 17 Mar, 2026 |
| Gregory Warsek | Evp | 17,055 | 0 | 17 Mar, 2026 |
| Matthew R Braeger | Executive Vice President | 16,777 | 0 | 11 Mar, 2026 |
| Jayne C Hladio | Evp, President Private Wealth | 16,580 | 0 | 17 Mar, 2026 |
| Julio Manso | Evp, Chro | 16,130 | 0 | 17 Mar, 2026 |
| John P Thayer | Executive Vice President | 14,268 | 0 | 18 Sep, 2023 |
| John A. Utz | Executive Vice President | 0 | 14,229 | 21 Aug, 2023 |
| Rodney Jones-Tyson | - | 13,866 | 0 | 17 Mar, 2026 |
| Ryan Beld | Evp Controller And Cao | 11,068 | 0 | 02 Mar, 2026 |
| Kristen M Ludgate | - | 10,047 | 0 | 17 Mar, 2026 |
| Owen J Sullivan | - | 10,047 | 0 | 17 Mar, 2026 |
| Michael J Haddad | - | 8,725 | 0 | 17 Mar, 2026 |
| John B Williams | - | 0 | 8,000 | 05 Aug, 2022 |
| Michael J Haddad | - | 0 | 5,750 | 26 Apr, 2023 |
| Patrick Edward Ahern | Executive Vice President | 0 | 4,675 | 21 Feb, 2023 |
| Matthew R Braeger | Executive Vice President | 0 | 744 | 12 Nov, 2024 |
| Angie Dewitt | Executive Vice President | 0 | 222 | 31 Jul, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Wende L Kotouc | Common Stock $0.01 Par Value | A | 3,582 | $26.17 | 1,776,714 | D | A |
| 16 Mar, 2026 | Derek S. Meyer | Common Stock $0.01 Par Value | A | 51 | $24.59 | 71,535 | D | A |
| 16 Mar, 2026 | Cory L Nettles | Common Stock $0.01 Par Value | A | 44 | $24.59 | 46,473 | D | A |
| 16 Mar, 2026 | Judith P Greffin | Common Stock $0.01 Par Value | A | 44 | $24.59 | 17,475 | D | A |
| 16 Mar, 2026 | Michael J Haddad | Common Stock $0.01 Par Value | A | 40 | $24.59 | 8,681 | D | J |
| 16 Mar, 2026 | Owen J Sullivan | Common Stock $0.01 Par Value | A | 44 | $24.59 | 10,047 | D | A |
| 16 Mar, 2026 | Jayne C Hladio | Common Stock $0.01 Par Value | A | 16 | $24.92 | 16,580 | D | J |
| 16 Mar, 2026 | Nicole M Kitowski | Common Stock $0.01 Par Value | A | 30 | $24.92 | 52,885 | D | J |
| 16 Mar, 2026 | Julio Manso | Common Stock $0.01 Par Value | A | 6 | $24.59 | 16,136 | D | J |
| 16 Mar, 2026 | Andrew J Harmening | Common Stock $0.01 Par Value | A | 2,575 | $24.59 | 393,939 | D | J |
| 16 Mar, 2026 | Gregory Warsek | Common Stock $0.01 Par Value | A | 42 | $24.59 | 17,055 | D | A |
| 16 Mar, 2026 | Terry Lynn Williams | Common Stock $0.01 Par Value | A | 92 | $24.92 | 23,945 | D | J |
| 16 Mar, 2026 | Robert A Jeffe | Common Stock $0.01 Par Value | A | 44 | $24.59 | 47,791 | D | A |
| 16 Mar, 2026 | John B Williams | Common Stock $0.01 Par Value | A | 44 | $24.59 | 71,003 | D | A |
| 16 Mar, 2026 | Kristen M Ludgate | Common Stock $0.01 Par Value | A | 44 | $24.59 | 10,047 | D | A |
| 16 Mar, 2026 | Steven S. Zandpour | Common Stock $0.01 Par Value | A | 97 | $24.92 | 18,213 | D | J |
| 16 Mar, 2026 | Rodney Jones-Tyson | Common Stock $0.01 Par Value | A | 44 | $24.59 | 13,866 | D | A |
| 16 Mar, 2026 | John A. Utz | Common Stock $0.01 Par Value | A | 54 | $24.92 | 122,539 | D | J |
| 16 Mar, 2026 | Michael J Haddad | Common Stock $0.01 Par Value | A | 44 | $24.59 | 8,725 | D | A |
| 16 Mar, 2026 | John A. Utz | Common Stock $0.01 Par Value | A | 519 | $24.59 | 123,058 | D | A |