| 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 |
| 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 |
| William Thomas Jr. Mclain | Evp, Cfo | 65,313 | 0 | 20 Feb, 2026 |
| Perry Stuckey | Svp, Chf Hr Ofcr | 45,186 | 0 | 25 Feb, 2022 |
| 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 |
| Kellye L. Walker | Evp, Clo Corp. Secretary | 41,743 | 0 | 21 Feb, 2024 |
| David W Raisbeck | - | 29,357 | 0 | 15 May, 2024 |
| David W Raisbeck | - | 29,357 | 0 | 15 May, 2024 |
| Brian Travis Smith | Evp, Afp, Mfg., Wwec Hse | 24,235 | 0 | 20 Feb, 2026 |
| Brian Travis Smith | Evp, Afp, Mfg., Wwec Hse | 24,235 | 0 | 20 Feb, 2026 |
| Renee J Hornbaker | - | 23,783 | 0 | 05 May, 2025 |
| 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 |
| 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 |
| Scott V. King | Cao Controller | 14,754 | 0 | 03 Aug, 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 |
| 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 |
| Charles K. Iii Stevens | - | 5,039 | 0 | 08 May, 2023 |
| Kim Ann Mink | - | 2,840 | 0 | 28 Aug, 2025 |
| 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 |
| 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 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 08 Apr, 2026 | Humberto P Alfonso | Phantom Stock Units | A | 988 | $74.27 | 54,564 | D | A |
| 08 Apr, 2026 | Renee J Hornbaker | Phantom Stock Units | A | 408 | $0.00 | 51,107 | D | A |
| 08 Apr, 2026 | Kim Ann Mink | Phantom Stock Units | A | 408 | $0.00 | 15,653 | D | A |
| 08 Apr, 2026 | Julie Fasone Holder | Phantom Stock Units | A | 408 | $0.00 | 15,051 | D | A |
| 08 Apr, 2026 | James J /Ky Obrien | Phantom Stock Units | A | 408 | $0.00 | 18,137 | D | A |
| 08 Apr, 2026 | Donald W Slager | Phantom Stock Units | A | 408 | $0.00 | 1,699 | D | A |
| 08 Apr, 2026 | Brett D Begemann | Phantom Stock Units | A | 1,159 | $74.27 | 56,970 | D | A |
| 08 Apr, 2026 | Humberto P Alfonso | Phantom Stock Units | A | 408 | $0.00 | 55,961 | D | A |
| 08 Apr, 2026 | Brett D Begemann | Phantom Stock Units | A | 408 | $0.00 | 58,408 | 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 | Adrian James Holt | Employee Stock Option (right to buy) | A | 32,116 | $0.00 | 32,116 | 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 | William Thomas Jr. Mclain | Employee Stock Option (right to buy) | A | 59,801 | $0.00 | 59,801 | 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 | Bosede Ikeolu Gbadegesin | Employee Stock Option (right to buy) | A | 33,223 | $0.00 | 33,223 | 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 | 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 |