| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Janet Hill | - | 11,980 | 0 | 13 Dec, 2021 |
| Selig Zises | - | 0 | 70,034 | 20 Mar, 2026 |
| Robert Mitzman | - | 142,679 | 0 | 16 Dec, 2025 |
| Eric S Bader | Evp And Coo | 139,116 | 0 | 02 Feb, 2026 |
| Anthony Coelho | - | 49,267 | 0 | 16 Dec, 2025 |
| Todd Deutsch | - | 72,401 | 0 | 16 Dec, 2025 |
| Ari P Kornhaber | Evp And Head Of Corp Dev | 119,792 | 0 | 02 Feb, 2026 |
| Andrew C Sagliocca | Vice Chairman, President Ceo | 298,798 | 0 | 02 Feb, 2026 |
| Parag Tandon | Chief Acctg Off And Controller | 9,750 | 0 | 28 Oct, 2022 |
| Richard T Powers | - | 58,233 | 0 | 20 Mar, 2026 |
| Kevin C Waterhouse | - | 87,352 | 0 | 16 Dec, 2025 |
| Michael Lacapria | Svp Chief Financial Officer | 17,606 | 0 | 02 Feb, 2026 |
| Joseph Melohn | - | 0 | 127,531 | 27 Aug, 2025 |
| Rena Nigam | - | 2,620 | 0 | 16 Dec, 2025 |
| Raymond Francis Kelly | - | 753 | 0 | 16 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Richard T Powers | Common Stock | D | 2,308 | $104.83 | 58,233 | D | S |
| 19 Mar, 2026 | Richard T Powers | Common Stock | D | 2,308 | $104.83 | 58,233 | D | S |
| 19 Mar, 2026 | Richard T Powers | Common Stock | D | 2,308 | $104.83 | 58,233 | D | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 8,500 | $107.00 | 12,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 8,500 | $107.00 | 12,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 8,500 | $107.00 | 12,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.54 | 10,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.54 | 10,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.54 | 10,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $106.04 | 8,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $106.04 | 8,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $106.04 | 8,501 | I | S |
| 19 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.25 | 6,501 | I | S |
| 19 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.25 | 6,501 | I | S |
| 19 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.25 | 6,501 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 1,500 | $105.11 | 77,533 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 1,500 | $105.11 | 77,533 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 1,500 | $105.11 | 77,533 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.16 | 75,533 | I | S |
| 18 Mar, 2026 | Selig Zises | Common Stock | D | 2,000 | $105.16 | 75,533 | I | S |