| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| 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 |
| 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 | 31 Oct, 2025 | |
| Michael Lawrence Thompson | Executive Vice President Cao | 0 | 21,507 | 05 Apr, 2022 |
| Robert E. Coletti | 14,200 | 0 | 30 Jan, 2026 | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Ronald W Tysoe | Phantom Stock Units | A | 90 | $194.28 | 38,739 | D | A |
| 13 Mar, 2026 | Robert E. Coletti | Phantom Stock Units | A | 26 | $194.28 | 11,076 | D | A |
| 13 Mar, 2026 | Melanie W. Barstad | Phantom Stock Units | A | 10 | $194.28 | 4,393 | D | A |
| 13 Mar, 2026 | Karen L Carnahan | Phantom Stock Units | A | 15 | $194.28 | 6,502 | D | A |
| 28 Jan, 2026 | Scott D Farmer | Common Stock | D | 10,400 | $0.00 | 584,992 | D | G |
| 28 Jan, 2026 | Robert E. Coletti | Common Stock | D | 5,200 | $0.00 | 14,200 | D | G |
| 20 Jan, 2026 | Melanie W. Barstad | Phantom Stock Units | A | 165 | $193.74 | 4,383 | D | A |
| 20 Jan, 2026 | Robert E. Coletti | Phantom Stock Units | A | 129 | $193.74 | 11,050 | D | A |
| 20 Jan, 2026 | Karen L Carnahan | Phantom Stock Units | A | 148 | $193.74 | 6,487 | D | A |
| 23 Dec, 2025 | Robert E. Coletti | Common Stock | D | 545,732 | $0.00 | 345,600 | I | J |
| 23 Dec, 2025 | Scott D Farmer | Common Stock | D | 1,564,766 | $0.00 | 953,100 | I | J |
| 23 Dec, 2025 | Robert E. Coletti | Common Stock | D | 14,000 | $0.00 | 19,400 | D | G |
| 23 Dec, 2025 | Scott D Farmer | Common Stock | D | 29,000 | $0.00 | 595,392 | D | G |
| 15 Dec, 2025 | Robert E. Coletti | Phantom Stock Units | A | 26 | $188.45 | 10,921 | D | A |
| 29 Oct, 2025 | Karen L Carnahan | Common Stock | A | 503 | $0.00 | 25,256 | D | A |
| 29 Oct, 2025 | Beverly K Carmichael | Common Stock | A | 503 | $0.00 | 1,340 | D | A |
| 29 Oct, 2025 | Joseph Scaminace | Common Stock | A | 503 | $0.00 | 43,596 | D | A |
| 29 Oct, 2025 | Ronald W Tysoe | Common Stock | A | 503 | $0.00 | 22,448 | D | A |
| 29 Oct, 2025 | Martin Mucci | Common Stock | A | 503 | $0.00 | 3,124 | D | A |
| 29 Oct, 2025 | Melanie W. Barstad | Common Stock | A | 503 | $0.00 | 26,592 | D | A |