| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Charles B Lebovitz | Chairman Emeritus | 0 | 84,708 | 14 Mar, 2023 |
| Capital Advisors Llc Canyon | - | 0 | 8,466,294 | 22 Sep, 2023 |
| Michael A Torres | - | 12,578 | 0 | 17 Dec, 2025 |
| Michael I Lebovitz | President | 110,542 | 0 | 18 Feb, 2026 |
| Stephen D Lebovitz | Ceo | 557,019 | 0 | 18 Feb, 2026 |
| Farzana K Mitchell | Exec Vp Cfo | 25,846 | 0 | 04 Jan, 2023 |
| Associates Inc Cbl | - | 84,708 | 1,139 | 03 Nov, 2021 |
| Value Partners, Llc Strategic | - | 0 | 3,215,846 | 13 Nov, 2023 |
| Howard B. Grody | Exec Vp Leasing | 82,039 | 0 | 18 Feb, 2026 |
| Alan L. Lebovitz | Executive Vp Management | 86,125 | 0 | 13 Feb, 2026 |
| Marjorie L. Bowen | - | 33,440 | 0 | 17 Dec, 2025 |
| Jeffery V. Curry | Chief Legal Officer Sec. | 147,975 | 0 | 08 Apr, 2026 |
| Kaj Vazales | - | 3,143 | 0 | 30 Jan, 2023 |
| Robert G Gifford | - | 20,754 | 0 | 17 Dec, 2025 |
| Kathryn A. Reinsmidt | Evp Chief Operating Officer | 156,054 | 0 | 18 Feb, 2026 |
| Special Situations Iv Llc Svp | - | 0 | 13,151 | 12 Dec, 2022 |
| Andrew Franklin Cobb | Exec Vp Accounting | 67,772 | 0 | 18 Feb, 2026 |
| Jonathan M Heller | - | 0 | 77,500 | 27 May, 2022 |
| Xb Cbl-E Holdings, Llc Ocm | - | 0 | 2,983,967 | 09 Dec, 2024 |
| David Michael Fields | - | 22,114 | 0 | 17 Dec, 2025 |
| Excelsior Management Llc Svp | - | 0 | 125,270 | 31 Jul, 2024 |
| Jeffrey Kivitz | - | 17,606 | 0 | 17 Dec, 2025 |
| Benjamin W Jaenicke | Evp Chief Financial Officer | 137,107 | 0 | 18 Feb, 2026 |
| Joseph Khalili | Evp Financial Planning Anlys | 30,711 | 0 | 18 Feb, 2026 |
| Jennifer Cope | Evp Ops Services Risk Mgmt | 30,772 | 0 | 18 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Apr, 2026 | Jeffery V. Curry | Common Stock | D | 3,000 | $0.00 | 147,975 | D | G |
| 17 Feb, 2026 | Howard B. Grody | Common Stock | D | 409 | $35.59 | 82,510 | D | F |
| 17 Feb, 2026 | Kathryn A. Reinsmidt | Common Stock | D | 1,146 | $35.59 | 157,569 | D | F |
| 17 Feb, 2026 | Andrew Franklin Cobb | Common Stock | D | 409 | $35.59 | 68,243 | D | F |
| 17 Feb, 2026 | Stephen D Lebovitz | Common Stock | D | 1,985 | $35.59 | 560,653 | D | F |
| 17 Feb, 2026 | Stephen D Lebovitz | Common Stock | D | 1,985 | $35.59 | 560,653 | D | F |
| 17 Feb, 2026 | Kathryn A. Reinsmidt | Common Stock | D | 1,146 | $35.59 | 157,569 | D | F |
| 17 Feb, 2026 | Stephen D Lebovitz | Common Stock | D | 1,985 | $35.59 | 560,653 | D | F |
| 17 Feb, 2026 | Joseph Khalili | Common Stock | D | 216 | $35.59 | 30,899 | D | F |
| 17 Feb, 2026 | Howard B. Grody | Common Stock | D | 409 | $35.59 | 82,510 | D | F |
| 17 Feb, 2026 | Michael I Lebovitz | Common Stock | D | 1,146 | $35.59 | 112,057 | D | F |
| 17 Feb, 2026 | Joseph Khalili | Common Stock | D | 216 | $35.59 | 30,899 | D | F |
| 17 Feb, 2026 | Benjamin W Jaenicke | Common Stock | D | 2,191 | $35.59 | 140,528 | D | F |
| 17 Feb, 2026 | Howard B. Grody | Common Stock | D | 409 | $35.59 | 82,510 | D | F |
| 17 Feb, 2026 | Jennifer Cope | Common Stock | D | 216 | $35.59 | 30,960 | D | F |
| 17 Feb, 2026 | Benjamin W Jaenicke | Common Stock | D | 2,191 | $35.59 | 140,528 | D | F |
| 17 Feb, 2026 | Andrew Franklin Cobb | Common Stock | D | 409 | $35.59 | 68,243 | D | F |
| 17 Feb, 2026 | Michael I Lebovitz | Common Stock | D | 1,146 | $35.59 | 112,057 | D | F |
| 17 Feb, 2026 | Jennifer Cope | Common Stock | D | 216 | $35.59 | 30,960 | D | F |
| 17 Feb, 2026 | Andrew Franklin Cobb | Common Stock | D | 409 | $35.59 | 68,243 | D | F |