| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Alan J Weber | - | 74,464 | 0 | 07 Oct, 2021 |
| Richard J Daly | Executive Chairman | 103,490 | 0 | 03 Apr, 2025 |
| Brett Keller | - | 16,968 | 0 | 09 Apr, 2026 |
| Eileen K Murray | - | 5,275 | 0 | 09 Apr, 2026 |
| Robert Schifellite | Corporate Svp | 123,576 | 0 | 20 Sep, 2023 |
| Robert F Kalenka | Corporate Vice President | 26,867 | 0 | 02 Apr, 2024 |
| Douglas Richard Deschutter | Co President Ics | 16,264 | 0 | 06 Jun, 2025 |
| Adam D Amsterdam | Cvp And Sr. Advisor To The Ceo | 11,397 | 0 | 25 Aug, 2021 |
| Pamela L Carter | - | 7,282 | 0 | 03 Oct, 2025 |
| Robert N Duelks | - | 0 | 21,474 | 03 Mar, 2026 |
| Maura A. Markus | - | 32,345 | 0 | 09 Apr, 2026 |
| Christopher John Perry | President | 44,829 | 0 | 18 Nov, 2025 |
| Vijay Mayadas | Corporate Vice President | 30,555 | 0 | 05 Apr, 2022 |
| Laura Matlin | Cvp, Deputy Gc And Cco | 6,343 | 0 | 03 Apr, 2025 |
| Michael Liberatore | Vp, Ics Mutual Funds | 6,052 | 0 | 05 Apr, 2022 |
| Michael S Tae | Corporate Vp, Cto, Ics | 8,057 | 0 | 05 Apr, 2022 |
| Thomas P Carey | Corporate Vp | 6,026 | 0 | 04 Dec, 2025 |
| Amit Zavery | - | 8,745 | 0 | 09 Apr, 2026 |
| Edmund Reese | Corporate Vp And Cfo | 7,491 | 0 | 02 Apr, 2024 |
| Richard John Stingi | Corporate Vp And Chro | 5,509 | 0 | 07 May, 2025 |
| Annette L. Nazareth | - | 9,369 | 0 | 09 Apr, 2026 |
| Keir D Gumbs | Cvp And Chief Legal Officer | 14,403 | 0 | 09 Nov, 2023 |
| Hope M. Jarkowski | Chief Legal Officer | 1,967 | 0 | 02 Apr, 2026 |
| Ashima Ghei | Interim Cfo | 3,957 | 0 | 03 Apr, 2025 |
| Patricia Ann Mosconi | - | 432 | 0 | 09 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 |
|---|---|---|---|---|---|---|---|---|
| 08 Apr, 2026 | Amit Zavery | Common Stock | A | 27 | $0.00 | 8,721 | D | A |
| 08 Apr, 2026 | Eileen K Murray | Common Stock | A | 16 | $0.00 | 5,262 | D | A |
| 08 Apr, 2026 | Amit Zavery | Common Stock | A | 27 | $0.00 | 8,721 | D | A |
| 08 Apr, 2026 | Brett Keller | Common Stock | A | 54 | $0.00 | 16,942 | D | A |
| 08 Apr, 2026 | Robert N Duelks | Common Stock | A | 127 | $0.00 | 20,942 | D | A |
| 08 Apr, 2026 | Annette L. Nazareth | Common Stock | A | 17 | $0.00 | 9,353 | D | A |
| 08 Apr, 2026 | Annette L. Nazareth | Common Stock | A | 17 | $0.00 | 9,353 | D | A |
| 08 Apr, 2026 | Maura A. Markus | Common Stock | A | 87 | $0.00 | 32,316 | D | A |
| 08 Apr, 2026 | Robert N Duelks | Common Stock | A | 127 | $0.00 | 20,942 | D | A |
| 08 Apr, 2026 | Patricia Ann Mosconi | Common Stock | A | 2 | $0.00 | 432 | D | A |
| 08 Apr, 2026 | Amit Zavery | Common Stock | A | 24 | $0.00 | 8,745 | D | A |
| 08 Apr, 2026 | Annette L. Nazareth | Common Stock | A | 16 | $0.00 | 9,369 | D | A |
| 08 Apr, 2026 | Brett Keller | Common Stock | A | 26 | $0.00 | 16,968 | D | A |
| 08 Apr, 2026 | Maura A. Markus | Common Stock | A | 29 | $0.00 | 32,345 | D | A |
| 08 Apr, 2026 | Amit Zavery | Common Stock | A | 24 | $0.00 | 8,745 | D | A |
| 08 Apr, 2026 | Eileen K Murray | Common Stock | A | 13 | $0.00 | 5,275 | D | A |
| 08 Apr, 2026 | Annette L. Nazareth | Common Stock | A | 16 | $0.00 | 9,369 | D | A |
| 07 Apr, 2026 | Amit Zavery | Common Stock | A | 177 | $0.00 | 8,694 | D | A |
| 07 Apr, 2026 | Annette L. Nazareth | Common Stock | A | 177 | $0.00 | 9,336 | D | A |
| 07 Apr, 2026 | Annette L. Nazareth | Common Stock | A | 177 | $0.00 | 9,336 | D | A |