| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Daniel J Wagner | Sr. Vp Treasurer | 95,384 | 0 | 14 Nov, 2025 |
| Richard D Ii Wampler | - | 10,102 | 0 | 02 Jan, 2024 |
| Sewell Trezevant Jr Moore | - | 27,355 | 0 | 02 Jan, 2026 |
| Jeffrey Dean Miller | Evp Chief Financial Officer | 0 | 41,283 | 20 Feb, 2026 |
| Jon Marshall Mahan | - | 10,688 | 0 | 02 Jan, 2026 |
| Barry Craig Huber | - | 16,567 | 0 | 02 Jan, 2026 |
| Kevin Michael Sr Kraft | - | 14,636 | 0 | 02 Jan, 2026 |
| Jack Lee Hess | - | 122,145 | 0 | 20 Feb, 2026 |
| Kevin Gerard Burke | President Chief Exec Officer | 13,546 | 0 | 02 Jan, 2026 |
| Scott Andrew Berlucchi | - | 8,897 | 0 | 03 Jan, 2025 |
| Sanjay Pandey | Sr. Vp Chief Info Officer | 0 | 28,511 | 20 Feb, 2026 |
| Richard George Kelley | Sr. Vice President | 10,152 | 0 | 04 Jan, 2022 |
| Dennis Joseph Bixenman | - | 9,355 | 0 | 02 Jan, 2026 |
| Annette Brookens Szady | - | 3,700 | 0 | 02 Jan, 2026 |
| David Charles King | - | 3,700 | 0 | 02 Jan, 2026 |
| Vincent Anthony Viozzi | Sr. Vp Chief Inv Officer | 8,143 | 0 | 28 May, 2025 |
| William Albert Folmar | Sr. Vice President | 983 | 0 | 02 Jan, 2026 |
| Francis Joseph Jr Haefner | Sr. Vice President | 6,376 | 0 | 04 Jan, 2022 |
| Robert Richard Jr Long | Sr. Vp, General Counsel | 1,472 | 0 | 08 Jul, 2024 |
| Christina Marie Hoffman | Sr. Vp Chief Risk Officer | 4,574 | 0 | 02 Jan, 2026 |
| Jeffrey Alan Jacobsen | Sr. Vice President | 0 | 15,832 | 19 May, 2022 |
| Jeffery Tim Hay | Senior Vice President | 7,482 | 0 | 02 Jan, 2026 |
| William Daniel Delamater | Evp Chief Oper Officer | 2,012 | 0 | 05 Mar, 2026 |
| Matthew Thomas Hudnall | Senior Vice President | 497 | 0 | 04 Jan, 2024 |
| David Wayne Sponic | Senior Vice President | 2,006 | 0 | 15 May, 2025 |
| Noland Rone Jr Deas | Senior Vice President | 2,904 | 0 | 02 Jan, 2026 |
| Britta Harris Schatz | - | 2,200 | 0 | 02 Jan, 2026 |
| David Benjamin Bawel | Svp Chief Accounting Officer | 21,816 | 0 | 02 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Mar, 2026 | William Daniel Delamater | Class A Common Stock | A | 9,000 | $14.39 | 11,012 | D | M |
| 03 Mar, 2026 | William Daniel Delamater | Class A Common Stock | D | 9,000 | $17.63 | 2,012 | D | S |
| 03 Mar, 2026 | William Daniel Delamater | Options | D | 9,000 | $14.39 | 0 | D | M |
| 17 Feb, 2026 | Jeffrey Dean Miller | Class A Common Stock | A | 396 | $19.02 | 41,283 | I | J |
| 17 Feb, 2026 | Sanjay Pandey | Class A Common Stock | A | 270 | $19.02 | 28,511 | I | J |
| 17 Feb, 2026 | Jeffrey Dean Miller | Class A Common Stock | A | 396 | $19.02 | 41,283 | I | J |
| 17 Feb, 2026 | Kevin Gerard Burke | Class A Common Stock | A | 31 | $19.02 | 3,273 | I | J |
| 17 Feb, 2026 | Jack Lee Hess | Class A Common Stock | A | 16 | $19.13 | 122,145 | D | J |
| 17 Feb, 2026 | Vincent Anthony Viozzi | Class A Common Stock | A | 30 | $19.02 | 3,166 | I | J |
| 17 Feb, 2026 | David Benjamin Bawel | Class A Common Stock | A | 51 | $19.02 | 5,308 | I | J |
| 17 Feb, 2026 | Jack Lee Hess | Class A Common Stock | A | 16 | $19.13 | 122,145 | D | J |
| 17 Feb, 2026 | Sanjay Pandey | Class A Common Stock | A | 270 | $19.02 | 28,511 | I | J |
| 17 Feb, 2026 | Vincent Anthony Viozzi | Class A Common Stock | A | 30 | $19.02 | 3,166 | I | J |
| 02 Jan, 2026 | Britta Harris Schatz | Class A Common Stock | A | 1,200 | $19.98 | 2,200 | D | A |
| 02 Jan, 2026 | Jon Marshall Mahan | Class A Common Stock | A | 1,200 | $19.98 | 10,688 | D | A |
| 01 Jan, 2026 | Rick Joseph Hecker | Restricted Stock Units | A | 3,000 | $0.00 | 3,000 | D | A |
| 02 Jan, 2026 | William Albert Folmar | Class A Common Stock | A | 15 | $16.98 | 983 | D | J |
| 02 Jan, 2026 | David Charles King | Class A Common Stock | A | 1,200 | $19.98 | 3,700 | D | A |
| 02 Jan, 2026 | Jeffery Tim Hay | Class A Common Stock | A | 621 | $16.98 | 7,482 | D | J |
| 02 Jan, 2026 | Jeffrey Dean Miller | Class A Common Stock | A | 1,200 | $19.98 | 25,915 | D | A |