| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Thomas S Robertson | - | 33,404 | 0 | 03 May, 2023 |
| Lawton W Fitt | - | 73,643 | 0 | 02 May, 2025 |
| James H Jr Hance | - | 312,088 | 0 | 02 May, 2025 |
| Afsaneh Mashayekhi Beschloss | - | 10,239 | 0 | 02 May, 2025 |
| William E Jr Conway | - | 26,999,644 | 0 | 05 Sep, 2025 |
| Mark S Ordan | - | 21,713 | 0 | 02 May, 2025 |
| Anthony Welters | - | 43,399 | 0 | 25 Nov, 2025 |
| Kewsong Lee | Chief Executive Officer | 2,198,726 | 0 | 02 May, 2022 |
| William Joseph Shaw | - | 73,643 | 0 | 02 May, 2025 |
| Peter J Clare | Co Chief Investment Officer | 5,160,798 | 0 | 09 Feb, 2023 |
| Linda Filler | - | 21,713 | 0 | 02 May, 2025 |
| Derica W Rice | - | 29,274 | 0 | 02 May, 2025 |
| Jeffrey W. Ferguson | General Counsel | 782,200 | 0 | 20 Feb, 2026 |
| Daniel A. D'Aniello | Founder And Chairman Emeritus | 32,487,102 | 0 | 23 Nov, 2021 |
| David M. Rubenstein | - | 27,399,644 | 0 | 20 Mar, 2026 |
| Curtis L. Buser | Chief Financial Officer | 1,221,416 | 0 | 03 Aug, 2023 |
| Harvey M Schwartz | Chief Executive Officer | 5,233,379 | 0 | 20 Feb, 2026 |
| John C. Redett | Co President | 1,857,426 | 0 | 20 Feb, 2026 |
| Christopher Finn | Chief Operating Officer | 1,917,572 | 0 | 23 May, 2024 |
| Justin Plouffe | Chief Financial Officer | 907,148 | 0 | 20 Feb, 2026 |
| Sharda Cherwoo | - | 15,948 | 0 | 02 May, 2025 |
| Mark David Jenkins | Co President | 1,526,373 | 0 | 20 Feb, 2026 |
| Charles Elliott Jr. Andrews | Chief Accounting Officer | 147,319 | 0 | 20 Feb, 2026 |
| Bruce M. Larson | Chief Human Resources Officer | 403,069 | 0 | 03 Aug, 2023 |
| Jeffrey Nedelman | Co President | 1,638,212 | 0 | 20 Feb, 2026 |
| Lindsay Lobue | Chief Operating Officer | 713,085 | 0 | 20 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | David M. Rubenstein | Common Stock | D | 100,000 | $0.00 | 27,899,644 | D | G |
| 19 Mar, 2026 | David M. Rubenstein | Common Stock | D | 100,000 | $0.00 | 27,899,644 | D | G |
| 19 Mar, 2026 | David M. Rubenstein | Common Stock | D | 500,000 | $46.68 | 27,399,644 | D | S |
| 19 Mar, 2026 | David M. Rubenstein | Common Stock | D | 500,000 | $46.68 | 27,399,644 | D | S |
| 20 Feb, 2026 | Jeffrey W. Ferguson | Common Stock | A | 1,070 | $0.00 | 782,200 | D | A |
| 20 Feb, 2026 | John C. Redett | Common Stock | A | 9,114 | $0.00 | 1,857,426 | D | A |
| 20 Feb, 2026 | John C. Redett | Common Stock | A | 9,114 | $0.00 | 1,857,426 | D | A |
| 20 Feb, 2026 | Harvey M Schwartz | Common Stock | A | 17,457 | $0.00 | 5,233,379 | D | A |
| 20 Feb, 2026 | Mark David Jenkins | Common Stock | A | 6,424 | $0.00 | 1,526,373 | D | A |
| 20 Feb, 2026 | Justin Plouffe | Common Stock | A | 3,431 | $0.00 | 907,148 | D | A |
| 20 Feb, 2026 | Lindsay Lobue | Common Stock | A | 2,625 | $0.00 | 713,085 | D | A |
| 20 Feb, 2026 | Jeffrey W. Ferguson | Common Stock | A | 1,070 | $0.00 | 782,200 | D | A |
| 20 Feb, 2026 | Jeffrey Nedelman | Common Stock | A | 6,507 | $0.00 | 1,638,212 | D | A |
| 20 Feb, 2026 | Jeffrey Nedelman | Common Stock | A | 6,507 | $0.00 | 1,638,212 | D | A |
| 20 Feb, 2026 | Charles Elliott Jr. Andrews | Common Stock | A | 343 | $0.00 | 147,319 | D | A |
| 20 Feb, 2026 | Justin Plouffe | Common Stock | A | 3,431 | $0.00 | 907,148 | D | A |
| 20 Feb, 2026 | Lindsay Lobue | Common Stock | A | 2,625 | $0.00 | 713,085 | D | A |
| 14 Feb, 2026 | Harvey M Schwartz | Common Stock | D | 134,812 | $54.49 | 5,215,922 | D | F |
| 06 Feb, 2026 | John C. Redett | Common Stock | D | 86,781 | $55.41 | 1,848,312 | D | F |
| 06 Feb, 2026 | Jeffrey Nedelman | Common Stock | D | 92,352 | $55.41 | 1,631,705 | D | F |