CBT's three largest insider shareholders as of May 23, 2026 are Sean D Keohane (President And Ceo, 404.13K shares), Jeff Ji Zhu (Executive Vice President, 85.34K shares), Erica Mclaughlin (Executive Vice President, Cfo, 77.78K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Cabot Juan Enriquez | - | 41,526 | 0 | 12 Jan, 2026 |
| Sean D Keohane | President And Ceo | 404,134 | 0 | 21 Nov, 2025 |
| Frank Anders Wilson | - | 18,552 | 0 | 12 Jan, 2026 |
| Sue H. Rataj | - | 27,460 | 0 | 12 Jan, 2024 |
| Cynthia A Arnold | - | 19,620 | 0 | 12 Jan, 2026 |
| Christine Y Yan | - | 17,171 | 0 | 12 Jan, 2026 |
| Matthais L. Wolfgruber | - | 22,099 | 0 | 14 Jan, 2025 |
| Thierry Fj Vanlancker | - | 4,902 | 0 | 12 Jan, 2026 |
| Hobart Kalkstein | Executive Vice President | 53,169 | 0 | 20 Nov, 2024 |
| Michael M Morrow | - | 22,302 | 0 | 12 Jan, 2026 |
| Erica Mclaughlin | Executive Vice President, Cfo | 77,782 | 0 | 21 Nov, 2025 |
| Michelle Elizabeth Williams | - | 6,776 | 0 | 12 Jan, 2026 |
| Karen A Kalita | Svp And General Counsel | 45,242 | 0 | 21 Nov, 2025 |
| Jeff Ji Zhu | Executive Vice President | 85,337 | 0 | 21 Nov, 2025 |
| Lisa M Dumont | Vp, Controller Cao | 11,715 | 0 | 21 Nov, 2025 |
| Raffiq Nathoo | - | 9,266 | 0 | 12 Jan, 2026 |
| Matthew Forster Wood | Senior Vice President | 13,496 | 0 | 21 Nov, 2025 |
| William F Iii Masterson | Senior Vice President | 7,210 | 0 | 05 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Raffiq Nathoo | Phantom Stock Units | A | 315 | $75.31 | 1,608 | D | A |
| 31 Mar, 2026 | Raffiq Nathoo | Phantom Stock Units | A | 315 | $75.31 | 1,608 | D | A |
| 13 Mar, 2026 | Lisa M Dumont | Phantom Stock Units | A | 5 | $69.49 | 739 | D | A |
| 13 Mar, 2026 | Erica Mclaughlin | Phantom Stock Units | A | 66 | $69.49 | 10,246 | D | A |
| 13 Mar, 2026 | Raffiq Nathoo | Phantom Stock Units | A | 8 | $69.49 | 1,292 | D | A |
| 13 Mar, 2026 | William F Iii Masterson | Phantom Stock Units | A | 3 | $69.49 | 524 | D | A |
| 13 Mar, 2026 | Raffiq Nathoo | Phantom Stock Units | A | 8 | $69.49 | 1,292 | D | A |
| 13 Mar, 2026 | Karen A Kalita | Phantom Stock Units | A | 34 | $69.49 | 5,281 | D | A |
| 13 Mar, 2026 | Lisa M Dumont | Phantom Stock Units | A | 5 | $69.49 | 739 | D | A |
| 13 Mar, 2026 | William F Iii Masterson | Phantom Stock Units | A | 3 | $69.49 | 524 | D | A |
| 13 Mar, 2026 | Sean D Keohane | Phantom Stock Units | A | 306 | $69.49 | 47,491 | D | A |
| 13 Mar, 2026 | Sean D Keohane | Phantom Stock Units | A | 306 | $69.49 | 47,491 | D | A |
| 13 Mar, 2026 | Erica Mclaughlin | Phantom Stock Units | A | 66 | $69.49 | 10,246 | D | A |
| 13 Mar, 2026 | Karen A Kalita | Phantom Stock Units | A | 34 | $69.49 | 5,281 | D | A |
| 08 Jan, 2026 | Cabot Juan Enriquez | Common Stock | A | 486 | $0.00 | 41,526 | D | A |
| 08 Jan, 2026 | Christine Y Yan | Common Stock | A | 2,298 | $0.00 | 17,171 | D | A |
| 08 Jan, 2026 | Thierry Fj Vanlancker | Common Stock | A | 2,298 | $0.00 | 4,902 | D | A |
| 08 Jan, 2026 | Michael M Morrow | Common Stock | A | 2,298 | $0.00 | 22,302 | D | A |
| 08 Jan, 2026 | Frank Anders Wilson | Common Stock | A | 2,298 | $0.00 | 18,552 | D | A |
| 08 Jan, 2026 | Raffiq Nathoo | Common Stock | A | 2,298 | $0.00 | 9,266 | D | A |