| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Roger H Ballou | - | 39,766 | 0 | 20 Feb, 2026 |
| John C Gerspach | - | 47,206 | 0 | 17 Apr, 2026 |
| Sharen J Turney | - | 21,536 | 0 | 18 Jun, 2025 |
| Laurie Anne Tucker | - | 33,821 | 0 | 18 Jun, 2025 |
| Clair Joyce St | - | 9,669 | 0 | 18 Jun, 2025 |
| Creek Asset Management Inc. Turtle | - | 0 | 4,894,061 | 29 Jan, 2024 |
| Laura Santillan | Svp, Chief Acctg. Officer | 38,249 | 0 | 26 Oct, 2021 |
| John J. Fawcett | - | 10,302 | 0 | 01 Aug, 2025 |
| Joseph L Iii Motes | Evp, Cao, Gen Counsel Secy | 129,617 | 0 | 19 Feb, 2026 |
| Karin Kimbrough | - | 4,889 | 0 | 19 Apr, 2023 |
| Tammy M Mcconnaughey | Evp, Operations Credit Risk | 123,320 | 0 | 19 Feb, 2026 |
| Ralph J Andretta | President And Ceo | 597,241 | 0 | 19 Feb, 2026 |
| Rajesh Natarajan | - | 19,804 | 0 | 18 Jun, 2025 |
| 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 |
| Jonathan Bryan Campbell | Svp, Chief Accounting Officer | 38,877 | 0 | 20 Feb, 2026 |
| Allegra S Driscoll | Evp, Chief Technology Officer | 60,780 | 0 | 04 Mar, 2026 |
| Praniti Lakhwara | - | 5,622 | 0 | 18 Jun, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 15 Apr, 2026 | John C Gerspach | Common Stock | A | 483 | - | 47,206 | D | A |
| 18 Feb, 2026 | Allegra S Driscoll | Common Stock | D | 1,752 | $73.74 | 60,780 | D | F |
| 17 Feb, 2026 | Perry S Beberman | Common Stock | D | 22,516 | $73.05 | 142,061 | D | F |
| 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 |
| 18 Feb, 2026 | Allegra S Driscoll | Common Stock | D | 1,752 | $73.74 | 60,780 | D | F |
| 17 Feb, 2026 | Perry S Beberman | Common Stock | D | 22,516 | $73.05 | 142,061 | D | F |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | A | 1,728 | - | 38,877 | D | A |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | A | 1,728 | - | 38,877 | D | A |
| 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 | Valerie E Greer | Common Stock | A | 9,478 | - | 161,429 | 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 | 7,898 | - | 126,956 | D | A |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | A | 5,183 | - | 41,410 | D | A |
| 17 Feb, 2026 | Perry S Beberman | Common Stock | A | 10,531 | - | 145,252 | D | A |
| 17 Feb, 2026 | Jonathan Bryan Campbell | Common Stock | A | 5,183 | - | 41,410 | D | A |
| 17 Feb, 2026 | Joseph L Iii Motes | Common Stock | A | 8,004 | - | 131,738 | 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 |