| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark J Costa | Ceo Board Chair | 497,929 | 0 | 20 Feb, 2026 |
| Brad A Lich | Evp Cco | 96,779 | 0 | 20 Feb, 2026 |
| Stephen Glenn Crawford | Evp, Chief Tech And Sust. Ofc. | 67,714 | 0 | 20 Feb, 2026 |
| William Thomas Jr. Mclain | Evp, Cfo | 65,313 | 0 | 20 Feb, 2026 |
| Perry Stuckey | Svp, Chf Hr Ofcr | 45,186 | 0 | 25 Feb, 2022 |
| Kellye L. Walker | Evp, Clo Corp. Secretary | 41,743 | 0 | 21 Feb, 2024 |
| David W Raisbeck | 29,357 | 0 | 15 May, 2024 | |
| Brian Travis Smith | Evp, Afp, Mfg., Wwec Hse | 24,235 | 0 | 20 Feb, 2026 |
| Renee J Hornbaker | 23,783 | 0 | 05 May, 2025 | |
| Lucian Boldea | Executive Vp | 22,039 | 0 | 05 May, 2022 |
| Christopher Moore Killian | Svp, Cto Sust. Ofc, | 21,038 | 0 | 20 Feb, 2025 |
| Julie A. Mcalindon | Svp, Regions Chf Supchn Ofcr | 18,199 | 0 | 20 Feb, 2026 |
| Julie Fasone Holder | 17,546 | 0 | 28 Aug, 2025 | |
| Scott V. King | Cao Controller | 14,754 | 0 | 03 Aug, 2021 |
| Humberto P Alfonso | 9,878 | 0 | 10 May, 2021 | |
| Brett D Begemann | 9,520 | 0 | 28 Aug, 2025 | |
| Eric L Butler | 9,330 | 0 | 28 Aug, 2025 | |
| Michelle H Caveness | Svp Chf. Mfg. Ofc. | 7,655 | 0 | 20 Feb, 2026 |
| Michelle Renee Stewart | Controller Cao | 7,209 | 0 | 20 Feb, 2026 |
| James J /Ky Obrien | 6,828 | 0 | 28 Aug, 2025 | |
| Charles K. Iii Stevens | 5,039 | 0 | 08 May, 2023 | |
| Kim Ann Mink | 2,840 | 0 | 28 Aug, 2025 | |
| Mark K Cox | Svp, Chf Mfg Eng Ofc | 2,664 | 0 | 01 Mar, 2022 |
| Adrian James Holt | Svp, Chf Hr Ofcr | 1,709 | 0 | 20 Feb, 2026 |
| Donald W Slager | 1,675 | 0 | 05 May, 2025 | |
| Damon J Audia | 1,597 | 0 | 28 Aug, 2025 | |
| Linnie M Haynesworth | 1,507 | 0 | 08 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Feb, 2026 | William Thomas Jr. Mclain | Employee Stock Option (right to buy) | A | 59,801 | $0.00 | 59,801 | D | A |
| 24 Feb, 2026 | Brian Travis Smith | Employee Stock Option (right to buy) | A | 53,157 | $0.00 | 53,157 | D | A |
| 24 Feb, 2026 | Michelle Renee Stewart | Employee Stock Option (right to buy) | A | 11,075 | $0.00 | 11,075 | D | A |
| 24 Feb, 2026 | Brad A Lich | Employee Stock Option (right to buy) | A | 63,123 | $0.00 | 63,123 | D | A |
| 24 Feb, 2026 | Bosede Ikeolu Gbadegesin | Employee Stock Option (right to buy) | A | 33,223 | $0.00 | 33,223 | D | A |
| 24 Feb, 2026 | Adrian James Holt | Employee Stock Option (right to buy) | A | 32,116 | $0.00 | 32,116 | D | A |
| 24 Feb, 2026 | Mark J Costa | Employee Stock Option (right to buy) | A | 232,559 | $0.00 | 232,559 | D | A |
| 24 Feb, 2026 | Julie A. Mcalindon | Employee Stock Option (right to buy) | A | 24,364 | $0.00 | 24,364 | D | A |
| 24 Feb, 2026 | Michelle H Caveness | Employee Stock Option (right to buy) | A | 33,223 | $0.00 | 33,223 | D | A |
| 24 Feb, 2026 | Julie A. Mcalindon | Restricted Stock Units | A | 3,352 | $0.00 | 3,352 | D | A |
| 24 Feb, 2026 | William Thomas Jr. Mclain | Restricted Stock Units | A | 8,227 | $0.00 | 8,227 | D | A |
| 24 Feb, 2026 | Bosede Ikeolu Gbadegesin | Restricted Stock Units | A | 4,571 | $0.00 | 4,571 | D | A |
| 24 Feb, 2026 | Michelle Renee Stewart | Restricted Stock Units | A | 1,524 | $0.00 | 1,524 | D | A |
| 24 Feb, 2026 | Adrian James Holt | Restricted Stock Units | A | 4,419 | $0.00 | 4,419 | D | A |
| 24 Feb, 2026 | Brian Travis Smith | Restricted Stock Units | A | 7,313 | $0.00 | 7,313 | D | A |
| 24 Feb, 2026 | Brad A Lich | Restricted Stock Units | A | 8,684 | $0.00 | 8,684 | D | A |
| 24 Feb, 2026 | Michelle H Caveness | Restricted Stock Units | A | 4,571 | $0.00 | 4,571 | D | A |
| 24 Feb, 2026 | Mark J Costa | Restricted Stock Units | A | 31,993 | $0.00 | 31,993 | D | A |
| 18 Feb, 2026 | Julie A. Mcalindon | Common Stock | D | 1,812 | $80.26 | 18,199 | D | F |
| 18 Feb, 2026 | Brian Travis Smith | Common Stock | D | 3,086 | $80.26 | 24,235 | D | F |