| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Bradley C Hanson | President Ceo | 0 | 237,414 | 05 Oct, 2021 |
| Glen William Herrick | Evp, Exec. Adv | 91,145 | 0 | 01 Dec, 2023 |
| Brett L. Pharr | Chief Executive Officer | 78,261 | 0 | 24 Feb, 2026 |
| Anthony M. Sharett | President | 35,316 | 0 | 16 Dec, 2025 |
| Elizabeth G. Hoople | - | 32,550 | 0 | 25 Feb, 2026 |
| Charles C. Ingram | Evp, Chief Info Ops Officer | 31,298 | 0 | 09 Dec, 2025 |
| Becky S Shulman | - | 30,099 | 0 | 25 Feb, 2026 |
| Michael Robert Kramer | - | 0 | 22,575 | 03 Feb, 2023 |
| Greg Sigrist | Chief Financial Officer | 17,776 | 0 | 09 Dec, 2025 |
| Douglas J. Hajek | - | 17,281 | 0 | 25 Feb, 2026 |
| Lizabeth H Zlatkus | - | 15,000 | 0 | 25 Feb, 2026 |
| Bradley C Hanson | - | 0 | 14,500 | 11 Feb, 2022 |
| Ronald D Mccray | - | 14,157 | 0 | 25 Feb, 2026 |
| Nadia Dombrowski | Chief Legal And Admin Officer | 11,556 | 0 | 09 Dec, 2025 |
| Kendall E Stork | - | 9,500 | 0 | 25 Feb, 2026 |
| Kia S. Tang | Evp, Chief Ppl And Incl Ofcr | 9,477 | 0 | 13 Apr, 2022 |
| Sonja Anne Theisen | Evp, And Dep. Cfo | 8,623 | 0 | 16 Mar, 2023 |
| Jennifer W. Warren | Svp, Chief Accounting Officer | 7,234 | 0 | 09 Dec, 2025 |
| Frederick V Moore | - | 5,110 | 0 | 25 Feb, 2022 |
| Frederick V Moore | - | 4,110 | 0 | 15 Mar, 2023 |
| Neeraj Mehta | - | 4,050 | 0 | 25 Feb, 2026 |
| Michael Robert Kramer | - | 2,800 | 0 | 25 Feb, 2022 |
| Anjana Thatte Berde | Chief People Culture Officer | 2,458 | 0 | 09 Dec, 2025 |
| Kendall E Stork | - | 0 | 2,153 | 10 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Feb, 2026 | Ronald D Mccray | Common Stock | A | 1,650 | $0.00 | 14,157 | D | A |
| 24 Feb, 2026 | Neeraj Mehta | Common Stock | A | 1,650 | $0.00 | 4,050 | D | A |
| 24 Feb, 2026 | Elizabeth G. Hoople | Common Stock | A | 1,650 | $0.00 | 32,550 | D | A |
| 24 Feb, 2026 | Kendall E Stork | Common Stock | A | 1,650 | $0.00 | 9,500 | D | A |
| 24 Feb, 2026 | Lizabeth H Zlatkus | Common Stock | A | 1,650 | $0.00 | 15,000 | D | A |
| 24 Feb, 2026 | Douglas J. Hajek | Common Stock | A | 1,650 | $0.00 | 17,281 | D | A |
| 24 Feb, 2026 | Becky S Shulman | Common Stock | A | 1,650 | $0.00 | 30,099 | D | A |
| 23 Feb, 2026 | Brett L. Pharr | Common Stock | D | 15,641 | $93.88 | 78,261 | D | S |
| 09 Feb, 2026 | Kendall E Stork | Common Stock | D | 3,000 | $94.15 | 2,153 | I | S |
| 16 Dec, 2025 | Anthony M. Sharett | Common Stock | D | 650 | $0.00 | 35,316 | D | G |
| 09 Dec, 2025 | Douglas J. Hajek | Common Stock | D | 1,000 | $0.00 | 15,631 | D | G |
| 05 Dec, 2025 | Anjana Thatte Berde | Common Stock | D | 114 | $74.36 | 2,458 | D | F |
| 05 Dec, 2025 | Anthony M. Sharett | Common Stock | D | 776 | $74.36 | 38,966 | D | F |
| 05 Dec, 2025 | Brett L. Pharr | Common Stock | D | 2,192 | $74.36 | 93,902 | D | F |
| 05 Dec, 2025 | Charles C. Ingram | Common Stock | D | 235 | $74.36 | 31,298 | D | F |
| 05 Dec, 2025 | Greg Sigrist | Common Stock | D | 737 | $74.36 | 17,776 | D | F |
| 05 Dec, 2025 | Jennifer W. Warren | Common Stock | D | 221 | $74.36 | 7,234 | D | F |
| 05 Dec, 2025 | Nadia Dombrowski | Common Stock | D | 353 | $74.36 | 11,556 | D | F |
| 04 Dec, 2025 | Ronald D Mccray | Common Stock | D | 1,363 | $0.00 | 13,181 | D | G |
| 04 Dec, 2025 | Ronald D Mccray | Common Stock | D | 337 | $0.00 | 12,844 | D | G |