| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Stephen N David | - | 65,977 | 0 | 11 May, 2023 |
| Archie M Brown | - | 16,763 | 0 | 12 May, 2025 |
| Eric R. Johnson | Chief Investment Officer | 700,269 | 0 | 12 Feb, 2026 |
| Paul H. Mcdonough | Chief Financial Officer | 248,002 | 0 | 12 Feb, 2026 |
| Ellyn L Brown | - | 92,756 | 0 | 23 May, 2022 |
| Dan Maurer | - | 102,059 | 0 | 09 May, 2025 |
| Matthew J. Zimpfer | General Counsel | 307,937 | 0 | 12 Feb, 2026 |
| Frederick James Sievert | - | 61,118 | 0 | 18 Aug, 2022 |
| Steven E Shebik | - | 53,182 | 0 | 09 May, 2025 |
| Bruce K. Baude | Chief Ops Tech Officer | 168,286 | 0 | 17 Feb, 2022 |
| Rocco F. Iii Tarasi | Chief Marketing Officer | 91,448 | 0 | 12 Feb, 2026 |
| Chetlur S Ragavan | - | 29,751 | 0 | 09 May, 2025 |
| David B Foss | - | 49,151 | 0 | 09 May, 2025 |
| Gary C. Bhojwani | Chief Executive Officer | 0 | 698,331 | 14 Aug, 2025 |
| Linda T. Gibson | - | 1,243 | 0 | 16 Jan, 2026 |
| Yvonne K. Franzese | Chief Human Resources Officer | 44,062 | 0 | 12 Feb, 2026 |
| Scott L. Goldberg | President, Consumer Division | 214,524 | 0 | 12 Feb, 2026 |
| Karen Detoro | President, Worksite Division | 59,562 | 0 | 06 Jan, 2025 |
| Michael B Byers | President, Worksite | 18,492 | 0 | 17 Feb, 2023 |
| Michael E. Mead | Chief Information Officer | 36,522 | 0 | 03 Jun, 2024 |
| Jeanne L. Linnenbringer | Chief Operations Officer | 37,663 | 0 | 05 Sep, 2024 |
| Michellen Annette Wildin | Chief Accounting Officer | 4,690 | 0 | 14 Feb, 2024 |
| Jeremy D. Williams | Chief Actuary | 63,168 | 0 | 12 Feb, 2026 |
| Jessica A Turner | - | 7,010 | 0 | 09 May, 2025 |
| Joel T. Koehneman | Chief Accounting Officer | 5,292 | 0 | 12 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Mar, 2026 | Joel T. Koehneman | Common Stock | D | 202 | $40.61 | 5,090 | D | F |
| 25 Mar, 2026 | Yvonne K. Franzese | Common Stock | D | 6,049 | $40.61 | 29,013 | D | F |
| 25 Mar, 2026 | Michael E. Mead | Common Stock | D | 1,953 | $40.61 | 22,513 | D | F |
| 25 Mar, 2026 | Gary C. Bhojwani | Common Stock | D | 45,746 | $40.61 | 231,780 | D | F |
| 25 Mar, 2026 | Matthew J. Zimpfer | Common Stock | D | 7,481 | $40.61 | 300,456 | D | F |
| 25 Mar, 2026 | Paul H. Mcdonough | Common Stock | D | 13,063 | $40.61 | 234,939 | D | F |
| 25 Mar, 2026 | Jeanne L. Linnenbringer | Common Stock | D | 1,649 | $40.61 | 35,738 | D | F |
| 25 Mar, 2026 | Eric R. Johnson | Common Stock | D | 7,081 | $40.61 | 693,188 | D | F |
| 25 Mar, 2026 | Jeanne L. Linnenbringer | Common Stock | D | 1,649 | $40.61 | 35,738 | D | F |
| 25 Mar, 2026 | Karen J. Detoro | Common Stock | D | 4,056 | $40.61 | 50,524 | D | F |
| 25 Mar, 2026 | Michael E. Mead | Common Stock | D | 1,953 | $40.61 | 22,513 | D | F |
| 25 Mar, 2026 | Eric R. Johnson | Common Stock | D | 7,081 | $40.61 | 693,188 | D | F |
| 25 Mar, 2026 | Scott L. Goldberg | Common Stock | D | 8,036 | $40.61 | 206,488 | D | F |
| 25 Mar, 2026 | Scott L. Goldberg | Common Stock | D | 8,036 | $40.61 | 206,488 | D | F |
| 25 Mar, 2026 | Joel T. Koehneman | Common Stock | D | 202 | $40.61 | 5,090 | D | F |
| 25 Mar, 2026 | Matthew J. Zimpfer | Common Stock | D | 7,481 | $40.61 | 300,456 | D | F |
| 25 Mar, 2026 | Jeremy D. Williams | Common Stock | D | 1,005 | $40.61 | 62,163 | D | F |
| 25 Mar, 2026 | Rocco F. Iii Tarasi | Common Stock | D | 4,141 | $40.61 | 87,307 | D | F |
| 25 Mar, 2026 | Rocco F. Iii Tarasi | Common Stock | D | 4,141 | $40.61 | 87,307 | D | F |
| 25 Mar, 2026 | Karen J. Detoro | Common Stock | D | 4,056 | $40.61 | 50,524 | D | F |