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