| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John R Milleson | Executive Officer | 144,586 | 0 | 06 Jan, 2026 |
| Thomas T Byrd | - | 0 | 62,669 | 05 Jan, 2023 |
| Thomas T Gilpin | - | 50,490 | 0 | 10 Feb, 2025 |
| Robert W Jr Smalley | - | 24,826 | 0 | 06 Jan, 2026 |
| Mary Bruce Glaize | - | 17,796 | 0 | 06 Jan, 2026 |
| Kathleen J Chappell | Executive Officer | 19,448 | 0 | 06 Jan, 2026 |
| Douglas Clay Rinker | - | 22,199 | 0 | 06 Jan, 2026 |
| John D Jr Stokely | - | 14,240 | 0 | 06 Jan, 2026 |
| Kaley Ann Crosen | Executive Officer | 23,846 | 0 | 06 Jan, 2026 |
| Scott M Hamberger | - | 1,950 | 11,609 | 12 Mar, 2026 |
| Joseph T Zmitrovich | Executive Officer | 25,981 | 0 | 06 Jan, 2026 |
| Cary R Claytor | - | 9,662 | 0 | 06 Jan, 2026 |
| Deborah E Addo | - | 1,155 | 0 | 02 Aug, 2021 |
| Aaron M Poffinberger | Executive Officer | 11,241 | 0 | 06 Jan, 2026 |
| James S Ii George | Executive Officer | 5,009 | 0 | 05 Jan, 2026 |
| Todd A Braithwaite | Executive Officer | 9,737 | 0 | 06 Jan, 2026 |
| Kathleen S Croson | Executive Officer | 6,306 | 0 | 06 Jan, 2026 |
| Debra L Purrington | Executive Officer | 8,475 | 0 | 06 Jan, 2026 |
| Edward Iii Hill | - | 5,600 | 0 | 06 Mar, 2026 |
| Tatiana C Matthews | - | 3,617 | 0 | 06 Jan, 2026 |
| Marianne Schmidt | Executive Officer | 4,145 | 0 | 06 Jan, 2026 |
| Herve A Bonnet | Executive Officer | 724 | 0 | 24 Aug, 2023 |
| Nicholas Peter Smith | Executive Officer | 7,751 | 0 | 06 Jan, 2026 |
| Karthik Shyamsunder | - | 961 | 0 | 06 Jan, 2026 |
| Yasaman Yamini | Executive Officer | 2,427 | 0 | 12 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 909 | $33.00 | 2,550 | D | P |
| 11 Mar, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 909 | $33.00 | 2,550 | D | P |
| 11 Mar, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | D | 600 | $0.00 | 1,950 | D | G |
| 11 Mar, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | D | 600 | $0.00 | 1,950 | D | G |
| 11 Mar, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 600 | $0.00 | 11,609 | I | G |
| 11 Mar, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 600 | $0.00 | 11,609 | I | G |
| 05 Mar, 2026 | Edward Iii Hill | Common Stock, $2.50 Par Value | A | 939 | $34.62 | 5,600 | D | P |
| 05 Mar, 2026 | Edward Iii Hill | Common Stock, $2.50 Par Value | A | 939 | $34.62 | 5,600 | D | P |
| 27 Feb, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 945 | $36.00 | 11,009 | I | P |
| 27 Feb, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 945 | $36.00 | 11,009 | I | P |
| 02 Jan, 2026 | Yasaman Yamini | Common Stock, $2.50 Par Value | A | 1,363 | $0.00 | 2,558 | D | A |
| 02 Jan, 2026 | Yasaman Yamini | Common Stock, $2.50 Par Value | A | 1,363 | $0.00 | 2,558 | D | A |
| 02 Jan, 2026 | Yasaman Yamini | Common Stock, $2.50 Par Value | D | 95 | $39.44 | 2,463 | D | F |
| 02 Jan, 2026 | Yasaman Yamini | Common Stock, $2.50 Par Value | D | 95 | $39.44 | 2,463 | D | F |
| 05 Jan, 2026 | Yasaman Yamini | Common Stock, $2.50 Par Value | D | 36 | $39.35 | 2,427 | D | F |
| 05 Jan, 2026 | Yasaman Yamini | Common Stock, $2.50 Par Value | D | 36 | $39.35 | 2,427 | D | F |
| 30 Jan, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 597 | $37.99 | 10,064 | I | P |
| 30 Jan, 2026 | Scott M Hamberger | Common Stock, $2.50 Par Value | A | 597 | $37.99 | 10,064 | I | P |
| 02 Jan, 2026 | John D Jr Stokely | Common Stock, $2.50 Par Value | A | 761 | $0.00 | 14,240 | D | A |
| 02 Jan, 2026 | Nicholas Peter Smith | Common Stock, $2.50 Par Value | A | 3,962 | $0.00 | 7,971 | D | A |