As of March 23, 2026, the three largest insider holders of BR are Timothy C Gokey (Ceo, 142.88K shares), Robert Schifellite (Corporate Svp, 123.58K shares), Richard J Daly (Executive Chairman, 103.49K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Timothy C Gokey | Ceo | 142,876 | 0 | 09 Mar, 2026 |
| Robert Schifellite | Corporate Svp | 123,576 | 0 | 20 Sep, 2023 |
| Richard J Daly | Executive Chairman | 103,490 | 0 | 03 Apr, 2025 |
| Leslie A Brun | 77,433 | 0 | 07 Oct, 2024 | |
| Alan J Weber | 74,464 | 0 | 07 Oct, 2021 | |
| Christopher John Perry | President | 44,829 | 0 | 18 Nov, 2025 |
| Maura A. Markus | 32,023 | 0 | 06 Jan, 2026 | |
| Vijay Mayadas | Corporate Vice President | 30,555 | 0 | 05 Apr, 2022 |
| Thomas J Perna | 30,061 | 0 | 09 Oct, 2023 | |
| Robert F Kalenka | Corporate Vice President | 26,867 | 0 | 02 Apr, 2024 |
| Robert N Duelks | 20,815 | 0 | 06 Feb, 2026 | |
| Robert N Duelks | 0 | 17,000 | 03 Mar, 2026 | |
| Brett Keller | 16,711 | 0 | 06 Jan, 2026 | |
| Douglas Richard Deschutter | Co President Ics | 16,264 | 0 | 06 Jun, 2025 |
| Richard J Daly | Executive Chairman | 0 | 15,000 | 21 Aug, 2023 |
| Keir D Gumbs | Cvp And Chief Legal Officer | 14,403 | 0 | 09 Nov, 2023 |
| Adam D Amsterdam | Cvp And Sr. Advisor To The Ceo | 11,397 | 0 | 25 Aug, 2021 |
| Annette L. Nazareth | 9,159 | 0 | 06 Jan, 2026 | |
| Amit Zavery | 8,517 | 0 | 06 Jan, 2026 | |
| Michael S Tae | Corporate Vp, Cto, Ics | 8,057 | 0 | 05 Apr, 2022 |
| Edmund Reese | Corporate Vp And Cfo | 7,491 | 0 | 02 Apr, 2024 |
| Pamela L Carter | 7,282 | 0 | 03 Oct, 2025 | |
| 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 |
| Thomas P Carey | Corporate Vp | 6,026 | 0 | 04 Dec, 2025 |
| Richard John Stingi | Corporate Vp And Chro | 5,509 | 0 | 07 May, 2025 |
| Eileen K Murray | 4,862 | 0 | 06 Jan, 2026 | |
| Ashima Ghei | Interim Cfo | 3,957 | 0 | 03 Apr, 2025 |
| Melvin L Flowers | 2,660 | 0 | 06 Jan, 2026 | |
| Patricia Ann Mosconi | 430 | 0 | 06 Mar, 2026 | |
| Hope M. Jarkowski | Chief Legal Officer | 1 | 0 | 16 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Timothy C Gokey | Common Stock | A | 5,300 | $194.49 | 142,876 | D | P |
| 05 Mar, 2026 | Timothy C Gokey | Stock Option (Right to Buy) | A | 170,667 | $0.00 | 170,667 | D | A |
| 05 Mar, 2026 | Douglas Richard Deschutter | Stock Option (Right to Buy) | A | 25,977 | $0.00 | 25,977 | D | A |
| 05 Mar, 2026 | Christopher John Perry | Stock Option (Right to Buy) | A | 51,047 | $0.00 | 51,047 | D | A |
| 05 Mar, 2026 | Ashima Ghei | Stock Option (Right to Buy) | A | 23,254 | $0.00 | 23,254 | D | A |
| 05 Mar, 2026 | Richard John Stingi | Stock Option (Right to Buy) | A | 10,039 | $0.00 | 10,039 | D | A |
| 05 Mar, 2026 | Patricia Ann Mosconi | Common Stock | A | 420 | $0.00 | 430 | D | A |
| 05 Mar, 2026 | Hope M. Jarkowski | Stock Option (Right to Buy) | A | 20,872 | $0.00 | 20,872 | D | A |
| 05 Mar, 2026 | Thomas P Carey | Stock Option (Right to Buy) | A | 25,977 | $0.00 | 25,977 | D | A |
| 05 Mar, 2026 | Patricia Ann Mosconi | Stock Option (Right to Buy) | A | 1,786 | $0.00 | 1,786 | D | A |
| 02 Mar, 2026 | Robert N Duelks | Common Stock | D | 17,000 | $0.00 | 0 | I | G |
| 02 Mar, 2026 | Robert N Duelks | Common Stock | A | 17,000 | $0.00 | 17,000 | I | G |
| 25 Feb, 2026 | Robert N Duelks | Common Stock | D | 486 | $177.04 | 4,474 | I | D |
| 06 Feb, 2026 | Robert N Duelks | Common Stock | D | 253 | $192.60 | 20,815 | D | S |
| 05 Jan, 2026 | Melvin L Flowers | Common Stock | A | 11 | $0.00 | 2,660 | D | A |
| 05 Jan, 2026 | Brett Keller | Common Stock | A | 39 | $0.00 | 16,693 | D | A |
| 05 Jan, 2026 | Eileen K Murray | Common Stock | A | 11 | $0.00 | 4,853 | D | A |
| 05 Jan, 2026 | Amit Zavery | Common Stock | A | 19 | $0.00 | 8,500 | D | A |
| 05 Jan, 2026 | Maura A. Markus | Common Stock | A | 62 | $0.00 | 32,002 | D | A |
| 05 Jan, 2026 | Annette L. Nazareth | Common Stock | A | 12 | $0.00 | 9,148 | D | A |