| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John G Russell | President And Ceo | 131,568 | 0 | 23 Feb, 2026 |
| Jon E Barfield | - | 14,556 | 0 | 10 Jun, 2024 |
| Glenn P Barba | Vice President, Cao | 27,104 | 0 | 09 Aug, 2021 |
| William D Harvey | - | 48,100 | 0 | 08 May, 2023 |
| Ronald J Tanski | - | 18,022 | 0 | 06 May, 2025 |
| Laura Wright | - | 41,212 | 0 | 06 May, 2025 |
| John G Sznewajs | - | 34,149 | 0 | 06 May, 2025 |
| Deborah H Butler | - | 36,383 | 0 | 06 May, 2025 |
| Diane Leopold | - | 2,769 | 0 | 27 Feb, 2026 |
| Rejji P Hayes | Evp/Cfo | 268,535 | 0 | 30 Mar, 2026 |
| Myrna Soto | - | 37,560 | 0 | 06 May, 2025 |
| Garrick J Rochow | President And Ceo | 637,918 | 0 | 30 Mar, 2026 |
| Brian F Rich | Senior Vice President | 94,490 | 0 | 01 Aug, 2024 |
| Dhenuvakonda Rao Venkat | Senior Vice President | 42,818 | 0 | 26 Mar, 2024 |
| Jean-Francois Brossoit | Senior Vice President | 65,528 | 0 | 31 Jan, 2022 |
| Catherine A Hendrian | Senior Vice President | 55,811 | 0 | 31 Jan, 2025 |
| Brandon J. Hofmeister | Senior Vice President | 70,111 | 0 | 30 Mar, 2026 |
| Shaun M Johnson | Executive Vice President Clo | 109,325 | 0 | 30 Mar, 2026 |
| Leeroy Jr Wells | Senior Vice President | 84,348 | 0 | 25 Mar, 2025 |
| Scott B Mcintosh | Vp, Controller, Cao | 24,054 | 0 | 30 Mar, 2026 |
| Tonya L Berry | Executive Vice President Coo | 70,105 | 0 | 30 Mar, 2026 |
| Lauren Y Snyder | Senior Vice President | 16,596 | 0 | 30 Mar, 2026 |
| Shannon Thomas | Senior Vice President | 7,757 | 0 | 02 Feb, 2026 |
| Richard Patrick Keyes | - | 769 | 0 | 23 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 |
|---|---|---|---|---|---|---|---|---|
| 26 Mar, 2026 | Brandon J. Hofmeister | Common Stock | A | 2,863 | $0.00 | 73,870 | D | A |
| 26 Mar, 2026 | Lauren Y Snyder | Common Stock | A | 674 | $0.00 | 17,170 | D | A |
| 26 Mar, 2026 | Scott B Mcintosh | Common Stock | A | 1,028 | $0.00 | 25,251 | D | A |
| 26 Mar, 2026 | Brandon J. Hofmeister | Common Stock | A | 2,863 | $0.00 | 73,870 | D | A |
| 26 Mar, 2026 | Garrick J Rochow | Common Stock | A | 19,681 | $0.00 | 663,751 | D | A |
| 26 Mar, 2026 | Shaun M Johnson | Common Stock | D | 3,284 | $0.00 | 113,636 | D | A |
| 26 Mar, 2026 | Tonya L Berry | Common Stock | A | 2,021 | $0.00 | 72,747 | D | A |
| 26 Mar, 2026 | Lauren Y Snyder | Common Stock | A | 674 | $0.00 | 17,170 | D | A |
| 26 Mar, 2026 | Garrick J Rochow | Common Stock | A | 19,681 | $0.00 | 663,751 | D | A |
| 26 Mar, 2026 | Rejji P Hayes | Common Stock | A | 6,316 | $0.00 | 276,825 | D | A |
| 26 Mar, 2026 | Shaun M Johnson | Common Stock | D | 3,284 | $0.00 | 113,636 | D | A |
| 26 Mar, 2026 | Scott B Mcintosh | Common Stock | A | 1,028 | $0.00 | 25,251 | D | A |
| 26 Mar, 2026 | Lauren Y Snyder | Common Stock | D | 574 | $76.33 | 16,596 | D | F |
| 26 Mar, 2026 | Tonya L Berry | Common Stock | D | 2,642 | $76.33 | 70,105 | D | F |
| 26 Mar, 2026 | Shaun M Johnson | Common Stock | D | 4,311 | $76.33 | 109,325 | D | F |
| 26 Mar, 2026 | Shaun M Johnson | Common Stock | D | 4,311 | $76.33 | 109,325 | D | F |
| 26 Mar, 2026 | Scott B Mcintosh | Common Stock | D | 1,197 | $76.33 | 24,054 | D | F |
| 26 Mar, 2026 | Lauren Y Snyder | Common Stock | D | 574 | $76.33 | 16,596 | D | F |
| 26 Mar, 2026 | Brandon J. Hofmeister | Common Stock | D | 3,759 | $76.33 | 70,111 | D | F |
| 26 Mar, 2026 | Garrick J Rochow | Common Stock | D | 25,833 | $76.33 | 637,918 | D | F |