| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Samuel C Iii Scott | - | 21,711 | 0 | 15 Feb, 2022 |
| Jeffrey A Goldstein | - | 42,308 | 0 | 03 Apr, 2026 |
| J Kevin Mccarthy | Sevp General Counsel | 50,238 | 0 | 21 Apr, 2026 |
| Jeffrey D Landau | Sr. Exec Vice President | 27,937 | 0 | 15 Feb, 2022 |
| Joseph Echevarria | - | 65,799 | 0 | 03 Apr, 2026 |
| Kurtis R. Kurimsky | Corporate Controller | 17,259 | 0 | 21 Apr, 2026 |
| Catherine Keating | Sr. Exec. Vice President | 87,542 | 0 | 16 Apr, 2025 |
| Bridget E. Engle | Sr. Exec. Vice President | 132,830 | 0 | 28 Feb, 2023 |
| Emily Hope Portney | Sr. Executive Vice President | 214,464 | 0 | 10 Mar, 2023 |
| Salla Francis J. La | Sr. Executive Vice President | 85,447 | 0 | 23 Feb, 2022 |
| Hani A. Kablawi | Sr. Executive Vice President | 185,045 | 0 | 28 Feb, 2023 |
| Roman Regelman | Sr. Executive Vice President | 151,464 | 0 | 27 Feb, 2024 |
| Akash Shah | Sr Executive Vice President | 79,082 | 0 | 28 Feb, 2023 |
| Senthilkumar Santhanakrishnan | Senior Exec Vp | 176,091 | 0 | 28 Feb, 2025 |
| Jolen Anderson | Senior Exec Vp | 83,422 | 0 | 01 Aug, 2023 |
| Robin A. Vince | Chairman Ceo | 650,627 | 0 | 25 Feb, 2026 |
| Hanneke Smits | Sr. Exec. Vice President | 157,455 | 0 | 17 Oct, 2024 |
| Jose Minaya | Senior Executive Vp | 183,864 | 0 | 03 Mar, 2026 |
| Dermot Mcdonogh | Chief Financial Officer | 280,527 | 0 | 03 Mar, 2026 |
| Jayee Koffey | Sr. Exec. Vice President | 53,932 | 0 | 18 Feb, 2026 |
| Shannon Marie Hobbs | Senior Executive Vp | 15,206 | 0 | 21 Apr, 2026 |
| Rajashree Datta | Senior Executive Vp | 68,367 | 0 | 03 Mar, 2026 |
| Alejandro Perez | Sr. Executive Vice President | 62,613 | 0 | 21 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Apr, 2026 | Alejandro Perez | Common Stock | D | 1,000 | $0.00 | 75,117 | D | G |
| 17 Apr, 2026 | Jeffrey A Goldstein | Deferred Stock Units | A | 1,592 | - | 51,091 | D | A |
| 17 Apr, 2026 | Kurtis R. Kurimsky | Common Stock | D | 5,290 | $136.02 | 17,259 | D | S |
| 17 Apr, 2026 | Kumara Guru Gowrappan | Deferred Stock Units | A | 1,592 | - | 21,726 | D | A |
| 17 Apr, 2026 | Kurtis R. Kurimsky | Common Stock | D | 5,290 | $136.02 | 17,259 | D | S |
| 17 Apr, 2026 | Shannon Marie Hobbs | Common Stock | D | 297 | $137.05 | 15,206 | D | S |
| 17 Apr, 2026 | Rakefet Russak-Aminoach | Deferred Stock Units | A | 1,592 | - | 8,306 | D | A |
| 17 Apr, 2026 | Joseph Echevarria | Deferred Stock Units | A | 1,592 | - | 45,948 | D | A |
| 17 Apr, 2026 | Marguerite Amy Gilliland | Deferred Stock Units | A | 1,592 | - | 21,726 | D | A |
| 17 Apr, 2026 | Alfred W Zollar | Deferred Stock Units | A | 1,592 | - | 31,473 | D | A |
| 17 Apr, 2026 | Charles F Lowrey | Deferred Stock Units | A | 1,592 | - | 1,592 | D | A |
| 17 Apr, 2026 | Linda Z Cook | Deferred Stock Units | A | 1,592 | - | 37,892 | D | A |
| 17 Apr, 2026 | Alejandro Perez | Common Stock | D | 1,000 | $0.00 | 75,117 | D | G |
| 17 Apr, 2026 | J Kevin Mccarthy | Common Stock | D | 30,000 | $136.50 | 50,238 | D | S |
| 17 Apr, 2026 | Alejandro Perez | Common Stock | D | 12,504 | $137.01 | 62,613 | D | S |
| 17 Apr, 2026 | Alejandro Perez | Common Stock | D | 12,504 | $137.01 | 62,613 | D | S |
| 01 Apr, 2026 | Joseph Echevarria | Common Stock | A | 744 | $120.97 | 65,799 | D | A |
| 01 Apr, 2026 | Jeffrey A Goldstein | Common Stock | A | 341 | $120.97 | 42,308 | D | A |
| 28 Feb, 2026 | Dermot Mcdonogh | Common Stock | D | 5,109 | $119.10 | 308,211 | D | F |
| 28 Feb, 2026 | Jose Minaya | Common Stock | D | 45,584 | $119.10 | 183,864 | D | F |