| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark Pearson | President And Ceo | 814,183 | 0 | 13 Mar, 2026 |
| Mark Pearson | President And Ceo | 814,183 | 0 | 13 Mar, 2026 |
| Robin M Raju | Chief Financial Officer | 185,774 | 0 | 13 Mar, 2026 |
| Robin M Raju | Chief Financial Officer | 185,774 | 0 | 13 Mar, 2026 |
| Nick Lane | - | 124,218 | 0 | 13 Mar, 2026 |
| Nick Lane | - | 124,218 | 0 | 09 Apr, 2026 |
| Jeffrey J Hurd | Chief Operating Officer | 94,403 | 0 | 13 Mar, 2026 |
| Jeffrey J Hurd | Chief Operating Officer | 89,403 | 0 | 09 Apr, 2026 |
| Jose Ramon Gonzalez | Chief Legal Officer | 88,556 | 0 | 14 Aug, 2025 |
| Jose Ramon Gonzalez | Chief Legal Officer | 88,556 | 0 | 14 Aug, 2025 |
| Seth P Bernstein | - | 55,735 | 0 | 13 Mar, 2026 |
| Daniel G Kaye | - | 55,686 | 0 | 23 May, 2025 |
| Daniel G Kaye | - | 55,686 | 0 | 23 May, 2025 |
| Joan M Lammtennant | - | 47,891 | 0 | 22 May, 2025 |
| George Stansfield | - | 38,827 | 0 | 23 May, 2025 |
| George Stansfield | - | 38,827 | 0 | 23 May, 2025 |
| Charles G.T. Stonehill | - | 37,457 | 0 | 23 May, 2025 |
| Charles G.T. Stonehill | - | 37,457 | 0 | 23 May, 2025 |
| Kurt Meyers | Chief Legal Officer, Secretary | 34,167 | 0 | 13 Mar, 2026 |
| Kurt Meyers | Chief Legal Officer, Secretary | 34,167 | 0 | 13 Mar, 2026 |
| Bertram L Scott | - | 26,001 | 0 | 22 Aug, 2025 |
| Bertram L Scott | - | 26,001 | 0 | 22 Aug, 2025 |
| Francis Hondal | - | 24,787 | 0 | 23 May, 2025 |
| William James Iv Eckert | Chief Accounting Officer | 22,806 | 0 | 13 Mar, 2026 |
| Craig C Mackay | - | 16,799 | 0 | 23 May, 2025 |
| Craig C Mackay | - | 16,799 | 0 | 23 May, 2025 |
| Arlene Isaacs-Lowe | - | 16,363 | 0 | 17 Sep, 2025 |
| Arlene Isaacs-Lowe | - | 16,363 | 0 | 17 Sep, 2025 |
| Douglas A. Dachille | - | 3,393 | 0 | 22 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 |
|---|---|---|---|---|---|---|---|---|
| 08 Apr, 2026 | Jeffrey J Hurd | Common Stock | A | 9,358 | $21.34 | 103,761 | D | M |
| 08 Apr, 2026 | Nick Lane | Common Stock | A | 10,000 | $23.18 | 134,218 | D | M |
| 08 Apr, 2026 | Nick Lane | Common Stock | D | 10,000 | $40.04 | 124,218 | D | S |
| 08 Apr, 2026 | Jeffrey J Hurd | Common Stock | D | 9,358 | $40.06 | 94,403 | D | S |
| 08 Apr, 2026 | Nick Lane | Employee Stock Option (right to buy) | D | 10,000 | $0.00 | 14,417 | D | M |
| 08 Apr, 2026 | Jeffrey J Hurd | Common Stock | D | 5,000 | $40.00 | 89,403 | D | S |
| 08 Apr, 2026 | Jeffrey J Hurd | Employee Stock Options (right to buy) | D | 9,358 | $0.00 | 46,791 | D | M |
| 12 Mar, 2026 | Kurt Meyers | Common Stock | A | 241 | $0.00 | 34,167 | D | A |
| 12 Mar, 2026 | Seth P Bernstein | Common Stock | A | 127 | $0.00 | 55,735 | D | A |
| 12 Mar, 2026 | Mark Pearson | Common Stock | A | 1,660 | $0.00 | 814,183 | D | A |
| 12 Mar, 2026 | William James Iv Eckert | Common Stock | A | 59 | $0.00 | 22,806 | D | A |
| 12 Mar, 2026 | Nick Lane | Common Stock | A | 384 | $0.00 | 124,218 | D | A |
| 12 Mar, 2026 | Jeffrey J Hurd | Common Stock | A | 332 | $0.00 | 94,403 | D | A |
| 12 Mar, 2026 | Robin M Raju | Common Stock | A | 392 | $0.00 | 185,774 | D | A |
| 02 Mar, 2026 | Kurt Meyers | Common Stock | D | 1,404 | $40.22 | 30,093 | D | F |
| 02 Mar, 2026 | Robin M Raju | Common Stock | D | 15,186 | $40.22 | 154,628 | D | F |
| 02 Mar, 2026 | Seth P Bernstein | Common Stock | D | 5,749 | $40.22 | 46,466 | D | F |
| 02 Mar, 2026 | Mark Pearson | Common Stock | D | 67,679 | $40.22 | 695,776 | D | F |
| 02 Mar, 2026 | Nick Lane | Common Stock | D | 15,401 | $40.22 | 92,475 | D | F |
| 02 Mar, 2026 | Jeffrey J Hurd | Common Stock | D | 13,288 | $40.22 | 65,727 | D | F |