| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert K Steel | - | 3,096 | 0 | 06 Mar, 2026 |
| Leon Rudy F De | - | 5,793 | 0 | 19 Mar, 2026 |
| James S Crown | - | 19,575 | 0 | 10 Mar, 2023 |
| Phebe N Novakovic | Chairman And Ceo | 766,457 | 0 | 13 Mar, 2026 |
| Laura J Schumacher | - | 13,583 | 0 | 19 Mar, 2026 |
| Christopher Marzilli | Executive Vice President | 76,641 | 0 | 09 Mar, 2022 |
| C Howard Nye | - | 6,684 | 0 | 19 Mar, 2026 |
| John G Stratton | - | 8,380 | 0 | 19 Mar, 2026 |
| Mark C. Roualet | Executive Vice President | 163,052 | 0 | 07 Mar, 2024 |
| Gregory S Gallopoulos | Senior Vp, Gen. Counsel, Sec. | 125,764 | 0 | 13 Mar, 2026 |
| Jason W Aiken | Executive Vice President | 184,477 | 0 | 11 Mar, 2026 |
| James N Mattis | - | 3,560 | 0 | 19 Mar, 2026 |
| Marguerite Amy Gilliland | Senior Vice President | 45,192 | 0 | 12 Mar, 2025 |
| Mark Lagrand Burns | Executive Vice President | 38,975 | 0 | 13 Mar, 2026 |
| Peter A Wall | - | 3,969 | 0 | 11 Mar, 2026 |
| William A Moss | Vice President And Controller | 14,986 | 0 | 11 Mar, 2026 |
| Christopher J Brady | Vice President | 24,924 | 0 | 11 Mar, 2026 |
| Robert Edward Smith | Executive Vice President | 81,761 | 0 | 11 Mar, 2026 |
| Kevin M Graney | Vice President | 34,137 | 0 | 07 Mar, 2024 |
| Danny Deep | President | 34,551 | 0 | 11 Mar, 2026 |
| Charles W Hooper | - | 1,329 | 0 | 19 Mar, 2026 |
| Richard D Clarke | - | 1,285 | 0 | 06 Mar, 2026 |
| Shane Berg | Senior Vice President | 9,504 | 0 | 11 Mar, 2026 |
| David Paddock | Vice President | 38,268 | 0 | 11 Mar, 2026 |
| Mark Rayha | Vice President | 10,422 | 0 | 11 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Mar, 2026 | C Howard Nye | Common Stock | A | 52 | $354.31 | 6,684 | D | A |
| 17 Mar, 2026 | James N Mattis | Common Stock | A | 105 | $354.31 | 3,560 | D | A |
| 17 Mar, 2026 | Leon Rudy F De | Common Stock | A | 52 | $354.31 | 5,793 | D | A |
| 17 Mar, 2026 | Charles W Hooper | Common Stock | A | 21 | $354.31 | 1,329 | D | A |
| 17 Mar, 2026 | C Howard Nye | Common Stock | A | 52 | $354.31 | 6,684 | D | A |
| 17 Mar, 2026 | John G Stratton | Common Stock | A | 105 | $354.31 | 8,380 | D | A |
| 17 Mar, 2026 | Laura J Schumacher | Common Stock | A | 105 | $354.31 | 13,583 | D | A |
| 17 Mar, 2026 | Laura J Schumacher | Common Stock | A | 105 | $354.31 | 13,583 | D | A |
| 17 Mar, 2026 | James N Mattis | Common Stock | A | 105 | $354.31 | 3,560 | D | A |
| 17 Mar, 2026 | Laura J Schumacher | Common Stock | A | 105 | $354.31 | 13,583 | D | A |
| 17 Mar, 2026 | C Howard Nye | Common Stock | A | 52 | $354.31 | 6,684 | D | A |
| 17 Mar, 2026 | James N Mattis | Common Stock | A | 105 | $354.31 | 3,560 | D | A |
| 11 Mar, 2026 | Phebe N Novakovic | Common Stock | D | 9,907 | $353.75 | 789,468 | D | S |
| 11 Mar, 2026 | Mark Lagrand Burns | Common Stock | D | 10,153 | $354.95 | 38,975 | D | S |
| 11 Mar, 2026 | Phebe N Novakovic | Common Stock | D | 9,907 | $353.75 | 789,468 | D | S |
| 11 Mar, 2026 | Gregory S Gallopoulos | Common Stock | D | 3,729 | $354.35 | 125,764 | D | S |
| 11 Mar, 2026 | Phebe N Novakovic | Common Stock | D | 9,907 | $353.75 | 789,468 | D | S |
| 11 Mar, 2026 | Gregory S Gallopoulos | Common Stock | D | 3,729 | $354.35 | 125,764 | D | S |
| 11 Mar, 2026 | Gregory S Gallopoulos | Common Stock | D | 3,729 | $354.35 | 125,764 | D | S |
| 11 Mar, 2026 | Marguerite Amy Gilliland | Common Stock | D | 3,819 | $353.50 | 44,767 | D | S |