| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert Francis Rivers | Executive Chair | 458,282 | 0 | 05 Mar, 2026 |
| Richard Edward Holbrook | - | 275,115 | 0 | 21 May, 2025 |
| Richard Corey Bane | - | 198,615 | 0 | 21 May, 2025 |
| Peter Kenneth Markell | - | 178,615 | 0 | 21 May, 2025 |
| James Burke Fitzgerald | Chief Financial Officer | 154,954 | 0 | 05 Mar, 2024 |
| Joseph Chung | - | 128,615 | 0 | 21 May, 2025 |
| Michael James Sullivan | - | 128,323 | 0 | 02 Mar, 2026 |
| Paul Davis Spiess | - | 124,443 | 0 | 15 May, 2024 |
| Diane Hessan | - | 118,615 | 0 | 21 May, 2025 |
| Greg Allen Sr. Shell | - | 118,419 | 0 | 06 Dec, 2022 |
| Leon Aghababai Palandjian | - | 95,678 | 0 | 21 May, 2025 |
| Paul Martin Connolly | - | 86,943 | 0 | 15 May, 2024 |
| Bari A Harlam | - | 78,084 | 0 | 21 May, 2025 |
| Steven Louis Antonakes | Executive Vp | 75,290 | 0 | 05 Mar, 2026 |
| Deborah C Jackson | - | 71,456 | 0 | 21 May, 2025 |
| Quincy Lee Miller | President | 66,538 | 0 | 05 Mar, 2026 |
| Kathleen Cloherty Henry | Executive Vp, General Counsel | 57,146 | 0 | 05 Mar, 2026 |
| R David Rosato | Chief Financial Officer | 0 | 50,000 | 09 Mar, 2026 |
| Daniel J Sullivan | Chief Credit Officer | 41,518 | 0 | 03 Mar, 2023 |
| Joseph F Casey | - | 36,112 | 0 | 01 Dec, 2025 |
| Donald Michael Westermann | Chief Information Officer | 32,972 | 0 | 05 Mar, 2026 |
| Kathleen Cloherty Henry | Executive Vp, General Counsel | 0 | 28,219 | 29 Aug, 2025 |
| Barbara Jane Heinemann | Executive Vp | 26,531 | 0 | 03 Mar, 2023 |
| Luis Borgen | - | 20,011 | 0 | 09 Dec, 2025 |
| Denis K Sheahan | Chief Executive Officer | 18,881 | 0 | 05 Mar, 2026 |
| Quincy Lee Miller | President | 0 | 13,706 | 29 Aug, 2025 |
| David Andrew Ahlquist | Svp, Chief Accounting Officer | 12,972 | 0 | 05 Mar, 2026 |
| Steven Louis Antonakes | Executive Vp | 0 | 12,925 | 29 Aug, 2025 |
| Sujata Yadav | Evp, Chief Marketing Officer | 11,699 | 0 | 03 Mar, 2023 |
| Nancy Huntington Stager | Executive Vp | 11,519 | 0 | 03 Mar, 2023 |
| Matthew Adam Osborne | - | 11,510 | 0 | 03 Mar, 2023 |
| R David Rosato | Chief Financial Officer | 10,732 | 0 | 05 Mar, 2026 |
| Andargachew S Zelleke | - | 9,712 | 0 | 21 May, 2025 |
| Cathleen Agnes Schmidt | - | 9,128 | 0 | 21 May, 2025 |
| Linda Marie Williams | - | 8,868 | 0 | 21 May, 2025 |
| Marisa Harney | - | 8,868 | 0 | 21 May, 2025 |
| Gregory Paul Buscone | - | 6,512 | 0 | 03 Mar, 2023 |
| Timothy Joseph Lodge | Ceo, Eastern Insurance Group | 5,031 | 0 | 03 Mar, 2023 |
| Martha A Dean | Evp, Dir. Of Operations | 3,099 | 0 | 03 Mar, 2023 |
| Nancy Huntington Stager | Executive Vp | 0 | 2,456 | 05 Dec, 2023 |
* 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 |
| 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 | R David Rosato | Common Stock | A | 4,135 | $0.00 | 12,157 | D | M |
| 03 Mar, 2026 | David Andrew Ahlquist | Common Stock | A | 1,634 | $0.00 | 13,539 | D | M |
| 03 Mar, 2026 | Quincy Lee Miller | Common Stock | A | 5,621 | $0.00 | 69,031 | 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 | A | 34,065 | $0.00 | 34,065 | 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 | David Andrew Ahlquist | Common Stock | D | 567 | $19.45 | 12,972 | D | F |
| 03 Mar, 2026 | Kathleen Cloherty Henry | Common Stock | D | 961 | $19.45 | 57,146 | D | F |
| 03 Mar, 2026 | Quincy Lee Miller | Common Stock | D | 2,493 | $19.45 | 66,538 | D | F |
| 03 Mar, 2026 | R David Rosato | Common Stock | D | 1,425 | $19.45 | 10,732 | D | F |
| 03 Mar, 2026 | Denis K Sheahan | Common Stock | D | 15,184 | $19.45 | 18,881 | D | F |
| 03 Mar, 2026 | Steven Louis Antonakes | Common Stock | D | 486 | $19.45 | 75,290 | D | F |
| 03 Mar, 2026 | Robert Francis Rivers | Common Stock | D | 5,427 | $19.45 | 458,282 | D | F |
| 03 Mar, 2026 | Donald Michael Westermann | Common Stock | D | 961 | $19.45 | 32,972 | D | F |
| 03 Mar, 2026 | R David Rosato | Restricted Stock Units | D | 4,135 | $0.00 | 8,273 | D | M |
| 03 Mar, 2026 | David Andrew Ahlquist | Restricted Stock Units | D | 1,634 | $0.00 | 3,269 | D | M |