| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Creek Asset Management Inc. Turtle | - | 0 | 4,894,061 | 29 Jan, 2024 |
| Ralph J Andretta | President And Ceo | 597,241 | 0 | 19 Feb, 2026 |
| Valerie E Greer | Evp, Chief Commercial Officer | 155,352 | 0 | 19 Feb, 2026 |
| Perry S Beberman | Evp, Chief Financial Officer | 142,061 | 0 | 04 Mar, 2026 |
| Joseph L Iii Motes | Evp, Cao, Gen Counsel Secy | 129,617 | 0 | 19 Feb, 2026 |
| Tammy M Mcconnaughey | Evp, Operations Credit Risk | 123,320 | 0 | 19 Feb, 2026 |
| Allegra S Driscoll | Evp, Chief Technology Officer | 60,780 | 0 | 04 Mar, 2026 |
| John C Gerspach | - | 46,723 | 0 | 20 Jan, 2026 |
| Roger H Ballou | - | 39,766 | 0 | 20 Feb, 2026 |
| Jonathan Bryan Campbell | Svp, Chief Accounting Officer | 38,877 | 0 | 20 Feb, 2026 |
| Laura Santillan | Svp, Chief Acctg. Officer | 38,249 | 0 | 26 Oct, 2021 |
| Laurie Anne Tucker | - | 33,821 | 0 | 18 Jun, 2025 |
| Creek Asset Management Inc. Turtle | - | 0 | 28,884 | 19 May, 2023 |
| Sharen J Turney | - | 21,536 | 0 | 18 Jun, 2025 |
| Rajesh Natarajan | - | 19,804 | 0 | 18 Jun, 2025 |
| John J. Fawcett | - | 10,302 | 0 | 01 Aug, 2025 |
| Clair Joyce St | - | 9,669 | 0 | 18 Jun, 2025 |
| Praniti Lakhwara | - | 5,622 | 0 | 18 Jun, 2025 |
| Creek Asset Management Inc. Turtle | - | 0 | 5,016 | 01 Jun, 2023 |
| Karin Kimbrough | - | 4,889 | 0 | 19 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Feb, 2026 | Perry S Beberman | Common Stock | D | 22,516 | $73.05 | 142,061 | D | F |
| 18 Feb, 2026 | Allegra S Driscoll | Common Stock | D | 1,752 | $73.74 | 60,780 | D | F |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | A | 1,728 | - | 38,877 | D | A |
| 19 Feb, 2026 | Roger H Ballou | Common Stock | D | 1,351 | $0.00 | 39,766 | D | G |
| 17 Feb, 2026 | Ralph J Andretta | Common Stock | A | 42,122 | - | 577,119 | D | A |
| 17 Feb, 2026 | Valerie E Greer | Common Stock | A | 9,478 | - | 161,429 | D | A |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | A | 5,183 | - | 41,410 | D | A |
| 17 Feb, 2026 | Tammy M Mcconnaughey | Common Stock | A | 7,898 | - | 126,956 | D | A |
| 17 Feb, 2026 | Joseph L Iii Motes | Common Stock | A | 8,004 | - | 131,738 | D | A |
| 17 Feb, 2026 | Perry S Beberman | Common Stock | A | 10,531 | - | 145,252 | D | A |
| 17 Feb, 2026 | Allegra S Driscoll | Common Stock | A | 7,109 | - | 54,656 | D | A |
| 17 Feb, 2026 | Tammy M Mcconnaughey | Common Stock | A | 11,847 | - | 138,803 | D | A |
| 17 Feb, 2026 | Allegra S Driscoll | Common Stock | A | 10,663 | - | 65,319 | D | A |
| 17 Feb, 2026 | Valerie E Greer | Common Stock | A | 14,217 | - | 175,646 | D | A |
| 17 Feb, 2026 | Joseph L Iii Motes | Common Stock | A | 12,005 | - | 143,743 | D | A |
| 17 Feb, 2026 | Perry S Beberman | Common Stock | A | 15,796 | - | 161,048 | D | A |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | D | 2,951 | $73.05 | 38,459 | D | F |
| 17 Feb, 2026 | Ralph J Andretta | Common Stock | A | 63,183 | - | 640,302 | D | A |
| 17 Feb, 2026 | Joseph L Iii Motes | Common Stock | A | 4,262 | - | 148,005 | D | A |
| 17 Feb, 2026 | Valerie E Greer | Common Stock | A | 5,543 | - | 181,189 | D | A |