| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| George A Jr Borba | - | 0 | 745,782 | 14 Nov, 2025 |
| Robertson Clay Jr Jones | President | 254,767 | 0 | 21 Apr, 2026 |
| David A. Brager | President Ceo | 245,493 | 0 | 18 Mar, 2026 |
| David C Harvey | Evp Chief Operating Officer | 138,149 | 0 | 18 Mar, 2026 |
| David C Harvey | Evp Chief Operating Officer | 138,149 | 0 | 18 Mar, 2026 |
| Yamynn Deangelis | Evp Chief Risk Officer | 133,957 | 0 | 28 Jan, 2026 |
| Yamynn Deangelis | Evp Chief Risk Officer | 133,957 | 0 | 28 Jan, 2026 |
| E Allen Nicholson | Evp Cfo | 133,776 | 0 | 03 Apr, 2026 |
| E Allen Nicholson | Evp Cfo | 133,776 | 0 | 03 Apr, 2026 |
| David F Farnsworth | Evp Cco | 83,882 | 0 | 18 Mar, 2026 |
| David F Farnsworth | Evp Cco | 83,882 | 0 | 18 Mar, 2026 |
| Brien Raymond V Iii O | - | 61,593 | 0 | 22 May, 2025 |
| Brien Raymond V Iii O | - | 61,593 | 0 | 22 May, 2025 |
| George A Jr Borba | - | 54,825 | 0 | 22 May, 2025 |
| Richard H Wohl | Evp General Counsel | 50,189 | 0 | 18 Mar, 2026 |
| Richard H Wohl | Evp General Counsel | 50,189 | 0 | 18 Mar, 2026 |
| Hal W Oswalt | - | 49,593 | 0 | 22 May, 2025 |
| Hal W Oswalt | - | 49,593 | 0 | 22 May, 2025 |
| Guercio Stephen A Del | - | 47,304 | 0 | 22 May, 2025 |
| Guercio Stephen A Del | - | 47,304 | 0 | 22 May, 2025 |
| Komas Julianne M Biagini | - | 44,326 | 0 | 21 Apr, 2026 |
| Anna Kan | - | 31,593 | 0 | 12 Sep, 2025 |
| Anna Kan | - | 31,593 | 0 | 12 Sep, 2025 |
| Jr. Rodrigo Guerra, | - | 26,975 | 0 | 03 Aug, 2022 |
| Jr. Rodrigo Guerra, | - | 26,975 | 0 | 03 Aug, 2022 |
| Jane Olvera | - | 24,910 | 0 | 22 May, 2025 |
| Jane Olvera | - | 24,910 | 0 | 22 May, 2025 |
| Francene Lapoint | Svp Chief Accounting Officer | 23,354 | 0 | 22 Mar, 2024 |
| Francene Lapoint | Svp Chief Accounting Officer | 23,354 | 0 | 22 Mar, 2024 |
| Kristina M Leslie | - | 21,889 | 0 | 27 Apr, 2022 |
| Kimberly H. Sheehy | - | 17,618 | 0 | 22 May, 2025 |
| Sheryl Laygo | Chief Accounting Officer | 14,152 | 0 | 23 Mar, 2026 |
| Sheryl Laygo | Chief Accounting Officer | 14,152 | 0 | 23 Mar, 2026 |
| Timothy Michael Stephens | - | 2,281 | 0 | 21 Nov, 2025 |
| Timothy Michael Stephens | - | 2,281 | 0 | 21 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Apr, 2026 | Komas Julianne M Biagini | Common Stock | A | 44,326 | $0.00 | 44,326 | D | A |
| 17 Apr, 2026 | Robertson Clay Jr Jones | Common Stock | A | 244,767 | $0.00 | 244,767 | D | A |
| 17 Apr, 2026 | Robertson Clay Jr Jones | Common Stock | A | 10,000 | $0.00 | 254,767 | D | A |
| 31 Mar, 2026 | E Allen Nicholson | Common Stock | A | 6,000 | $16.62 | 133,776 | D | M |
| 31 Mar, 2026 | E Allen Nicholson | Common Stock | A | 6,000 | $16.62 | 133,776 | D | M |
| 31 Mar, 2026 | E Allen Nicholson | Stock Option Right to Buy | D | 6,000 | $0.00 | 0 | D | M |
| 31 Mar, 2026 | E Allen Nicholson | Stock Option Right to Buy | D | 6,000 | $0.00 | 0 | D | M |
| 19 Mar, 2026 | Sheryl Laygo | Common Stock | D | 248 | $18.88 | 14,400 | D | F |
| 19 Mar, 2026 | Sheryl Laygo | Common Stock | D | 248 | $18.88 | 14,400 | D | F |
| 20 Mar, 2026 | Sheryl Laygo | Common Stock | D | 248 | $18.60 | 14,152 | D | F |
| 20 Mar, 2026 | Sheryl Laygo | Common Stock | D | 248 | $18.60 | 14,152 | D | F |
| 16 Mar, 2026 | E Allen Nicholson | Common Stock | A | 12,562 | $0.00 | 134,014 | D | A |
| 16 Mar, 2026 | E Allen Nicholson | Common Stock | A | 12,562 | $0.00 | 134,014 | D | A |
| 16 Mar, 2026 | David F Farnsworth | Common Stock | A | 9,547 | $0.00 | 87,308 | D | A |
| 16 Mar, 2026 | David A. Brager | Common Stock | A | 30,149 | $0.00 | 260,565 | D | A |
| 16 Mar, 2026 | Richard H Wohl | Common Stock | A | 8,291 | $0.00 | 54,334 | D | A |
| 16 Mar, 2026 | David C Harvey | Common Stock | A | 12,562 | $0.00 | 144,405 | D | A |
| 16 Mar, 2026 | David C Harvey | Common Stock | A | 12,562 | $0.00 | 144,405 | D | A |
| 16 Mar, 2026 | Richard H Wohl | Common Stock | A | 8,291 | $0.00 | 54,334 | D | A |
| 16 Mar, 2026 | David F Farnsworth | Common Stock | A | 9,547 | $0.00 | 87,308 | D | A |