| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Joseph Chung | - | 128,615 | 0 | 21 May, 2025 |
| Denis K Sheahan | Chief Executive Officer | 18,881 | 0 | 05 Mar, 2026 |
| Joseph F Casey | - | 36,112 | 0 | 01 Dec, 2025 |
| Martha A Dean | Evp, Dir. Of Operations | 3,099 | 0 | 03 Mar, 2023 |
| Deborah C Jackson | - | 71,456 | 0 | 21 May, 2025 |
| Luis Borgen | - | 20,011 | 0 | 09 Dec, 2025 |
| Andargachew S Zelleke | - | 9,712 | 0 | 21 May, 2025 |
| Diane Hessan | - | 118,615 | 0 | 21 May, 2025 |
| R David Rosato | Chief Financial Officer | 0 | 50,000 | 09 Mar, 2026 |
| Michael James Sullivan | - | 128,323 | 0 | 02 Mar, 2026 |
| Leon Aghababai Palandjian | - | 95,678 | 0 | 21 May, 2025 |
| Cathleen Agnes Schmidt | - | 9,128 | 0 | 21 May, 2025 |
| Marisa Harney | - | 8,868 | 0 | 21 May, 2025 |
| Bari A Harlam | - | 78,084 | 0 | 21 May, 2025 |
| David Andrew Ahlquist | Svp, Chief Accounting Officer | 12,972 | 0 | 05 Mar, 2026 |
| Donald Michael Westermann | Chief Information Officer | 32,972 | 0 | 05 Mar, 2026 |
| Steven Louis Antonakes | Executive Vp | 75,290 | 0 | 05 Mar, 2026 |
| Quincy Lee Miller | President | 66,538 | 0 | 05 Mar, 2026 |
| Richard Corey Bane | - | 198,615 | 0 | 21 May, 2025 |
| Barbara Jane Heinemann | Executive Vp | 26,531 | 0 | 03 Mar, 2023 |
| Robert Francis Rivers | Executive Chair | 458,282 | 0 | 05 Mar, 2026 |
| Paul Davis Spiess | - | 124,443 | 0 | 15 May, 2024 |
| James Burke Fitzgerald | Chief Financial Officer | 154,954 | 0 | 05 Mar, 2024 |
| Kathleen Cloherty Henry | Executive Vp, General Counsel | 57,146 | 0 | 05 Mar, 2026 |
| Greg Allen Sr. Shell | - | 118,419 | 0 | 06 Dec, 2022 |
| Peter Kenneth Markell | - | 178,615 | 0 | 21 May, 2025 |
| Nancy Huntington Stager | Executive Vp | 11,519 | 0 | 03 Mar, 2023 |
| Paul Martin Connolly | - | 86,943 | 0 | 15 May, 2024 |
| Richard Edward Holbrook | - | 275,115 | 0 | 21 May, 2025 |
| Daniel J Sullivan | Chief Credit Officer | 41,518 | 0 | 03 Mar, 2023 |
| Timothy Joseph Lodge | Ceo, Eastern Insurance Group | 5,031 | 0 | 03 Mar, 2023 |
| Gregory Paul Buscone | - | 6,512 | 0 | 03 Mar, 2023 |
| Matthew Adam Osborne | - | 11,510 | 0 | 03 Mar, 2023 |
| Sujata Yadav | Evp, Chief Marketing Officer | 11,699 | 0 | 03 Mar, 2023 |
| Linda Marie Williams | - | 8,868 | 0 | 21 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | R David Rosato | Common Stock | A | 5,000 | $19.17 | 45,000 | I | P |
| 05 Mar, 2026 | R David Rosato | Common Stock | A | 5,000 | $19.17 | 45,000 | I | P |
| 06 Mar, 2026 | R David Rosato | Common Stock | A | 5,000 | $18.45 | 50,000 | I | P |
| 06 Mar, 2026 | R David Rosato | Common Stock | A | 5,000 | $18.45 | 50,000 | I | P |
| 03 Mar, 2026 | Kathleen Cloherty Henry | Common Stock | A | 2,165 | $0.00 | 58,107 | D | M |
| 03 Mar, 2026 | Donald Michael Westermann | Common Stock | A | 2,165 | $0.00 | 33,933 | D | M |
| 03 Mar, 2026 | David Andrew Ahlquist | Common Stock | A | 1,634 | $0.00 | 13,539 | D | M |
| 03 Mar, 2026 | Robert Francis Rivers | Common Stock | A | 11,223 | $0.00 | 463,709 | D | M |
| 03 Mar, 2026 | Steven Louis Antonakes | Common Stock | A | 1,654 | $0.00 | 75,776 | D | M |
| 03 Mar, 2026 | R David Rosato | Common Stock | A | 4,135 | $0.00 | 12,157 | D | M |
| 03 Mar, 2026 | Robert Francis Rivers | Common Stock | A | 11,223 | $0.00 | 463,709 | D | M |
| 03 Mar, 2026 | Quincy Lee Miller | Common Stock | A | 5,621 | $0.00 | 69,031 | D | M |
| 03 Mar, 2026 | R David Rosato | Common Stock | A | 4,135 | $0.00 | 12,157 | D | M |
| 03 Mar, 2026 | Denis K Sheahan | Common Stock | A | 34,065 | $0.00 | 34,065 | D | M |
| 03 Mar, 2026 | Quincy Lee Miller | Common Stock | A | 5,621 | $0.00 | 69,031 | D | M |
| 03 Mar, 2026 | Denis K Sheahan | Common Stock | A | 34,065 | $0.00 | 34,065 | D | M |
| 03 Mar, 2026 | Kathleen Cloherty Henry | Common Stock | A | 2,165 | $0.00 | 58,107 | D | M |
| 03 Mar, 2026 | Donald Michael Westermann | Common Stock | A | 2,165 | $0.00 | 33,933 | D | M |
| 03 Mar, 2026 | Denis K Sheahan | Common Stock | D | 15,184 | $19.45 | 18,881 | D | F |
| 03 Mar, 2026 | Donald Michael Westermann | Common Stock | D | 961 | $19.45 | 32,972 | D | F |