| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Scott D Farmer | Executive Chairman | 0 | 13,841,995 | 03 May, 2022 |
| Scott D Farmer | Executive Chairman | 0 | 953,100 | 30 Dec, 2025 |
| Todd M. Schneider | Ceo And Director | 669,062 | 0 | 13 Aug, 2025 |
| Scott D Farmer | Executive Chairman | 584,992 | 0 | 30 Jan, 2026 |
| Robert E. Coletti | Assistant Secretary | 0 | 345,600 | 30 Dec, 2025 |
| Jim Rozakis | Exec. Vice President Coo | 275,113 | 0 | 13 Aug, 2025 |
| Scott Garula | Vp Cfo | 98,007 | 0 | 13 Aug, 2025 |
| Thomas E Frooman | Sr Vp, Secretary Gen Counsel | 96,810 | 0 | 02 Aug, 2021 |
| Joseph Scaminace | - | 43,596 | 0 | 31 Oct, 2025 |
| J. Michael Hansen | Vp Cfo | 41,791 | 0 | 14 Aug, 2024 |
| Michael Lawrence Thompson | Executive Vice President Cao | 31,860 | 0 | 14 Aug, 2023 |
| Gerald S Adolph | - | 31,452 | 0 | 26 Jul, 2024 |
| Robert E. Coletti | Assistant Secretary | 26,744 | 0 | 13 Apr, 2026 |
| Melanie W. Barstad | - | 26,592 | 0 | 31 Oct, 2025 |
| David Brock Denton | Sr Vp, Secretary Gen Counsel | 25,857 | 0 | 13 Aug, 2025 |
| Karen L Carnahan | - | 25,256 | 0 | 31 Oct, 2025 |
| Ronald W Tysoe | - | 22,448 | 0 | 22 Apr, 2026 |
| Ronald W Tysoe | - | 22,448 | 0 | 31 Oct, 2025 |
| Michael Lawrence Thompson | Executive Vice President Cao | 0 | 21,507 | 05 Apr, 2022 |
| John F Barrett | - | 19,428 | 0 | 16 May, 2024 |
| Martin Mucci | - | 3,124 | 0 | 31 Oct, 2025 |
| Beverly K Carmichael | - | 1,340 | 0 | 31 Oct, 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 |
|---|---|---|---|---|---|---|---|---|
| 20 Apr, 2026 | Ronald W Tysoe | Common Stock | A | 5,500 | $27.10 | 27,948 | D | M |
| 20 Apr, 2026 | Ronald W Tysoe | Common Stock | D | 834 | $178.83 | 27,114 | D | F |
| 20 Apr, 2026 | Ronald W Tysoe | Common Stock | D | 4,666 | $178.87 | 22,448 | D | S |
| 20 Apr, 2026 | Ronald W Tysoe | Stock Option (Right to Buy) | D | 5,500 | $0.00 | 5,048 | D | M |
| 14 Apr, 2026 | Robert E. Coletti | Phantom Stock Units | A | 142 | $176.14 | 11,218 | D | A |
| 14 Apr, 2026 | Robert E. Coletti | Phantom Stock Units | A | 142 | $176.14 | 11,218 | D | A |
| 14 Apr, 2026 | Karen L Carnahan | Phantom Stock Units | A | 163 | $176.14 | 6,665 | D | A |
| 14 Apr, 2026 | Melanie W. Barstad | Phantom Stock Units | A | 181 | $176.14 | 4,574 | D | A |
| 14 Apr, 2026 | Robert E. Coletti | Phantom Stock Units | A | 142 | $176.14 | 11,218 | D | A |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 1,996 | $26.86 | 16,196 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 1,996 | $26.86 | 16,196 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 1,996 | $26.86 | 16,196 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 1,996 | $26.86 | 16,196 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 10,548 | $27.10 | 26,744 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 10,548 | $27.10 | 26,744 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 10,548 | $27.10 | 26,744 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Common Stock | A | 10,548 | $27.10 | 26,744 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Stock Option (Right to Buy) | D | 1,996 | $0.00 | 0 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Stock Option (Right to Buy) | D | 1,996 | $0.00 | 0 | D | M |
| 09 Apr, 2026 | Robert E. Coletti | Stock Option (Right to Buy) | D | 1,996 | $0.00 | 0 | D | M |