| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Phebe N Novakovic | Chairman And Ceo | 766,457 | 0 | 13 Mar, 2026 |
| Jason W Aiken | Executive Vice President | 184,477 | 0 | 11 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 |
| Robert Edward Smith | Executive Vice President | 81,761 | 0 | 11 Mar, 2026 |
| Christopher Marzilli | Executive Vice President | 76,641 | 0 | 09 Mar, 2022 |
| Marguerite Amy Gilliland | Senior Vice President | 45,192 | 0 | 12 Mar, 2025 |
| Marguerite Amy Gilliland | Executive Vice President | 44,767 | 0 | 13 Mar, 2026 |
| Mark Lagrand Burns | Executive Vice President | 38,975 | 0 | 13 Mar, 2026 |
| David Paddock | Vice President | 38,268 | 0 | 11 Mar, 2026 |
| Danny Deep | President | 34,551 | 0 | 11 Mar, 2026 |
| Kevin M Graney | Vice President | 34,137 | 0 | 07 Mar, 2024 |
| Christopher J Brady | Vice President | 24,924 | 0 | 11 Mar, 2026 |
| James S Crown | - | 19,575 | 0 | 10 Mar, 2023 |
| William A Moss | Vice President And Controller | 14,986 | 0 | 11 Mar, 2026 |
| Laura J Schumacher | - | 13,583 | 0 | 19 Mar, 2026 |
| Mark Rayha | Vice President | 10,422 | 0 | 11 Mar, 2026 |
| Shane Berg | Senior Vice President | 9,504 | 0 | 11 Mar, 2026 |
| John G Stratton | - | 8,380 | 0 | 19 Mar, 2026 |
| C Howard Nye | - | 6,684 | 0 | 19 Mar, 2026 |
| Leon Rudy F De | - | 5,793 | 0 | 19 Mar, 2026 |
| Peter A Wall | - | 3,969 | 0 | 11 Mar, 2026 |
| James N Mattis | - | 3,560 | 0 | 19 Mar, 2026 |
| Robert K Steel | - | 3,096 | 0 | 06 Mar, 2026 |
| Richard D Clarke | - | 1,285 | 0 | 06 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 | 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 | 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 | John G Stratton | Common Stock | A | 105 | $354.31 | 8,380 | D | A |
| 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 |
| 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 | Phebe N Novakovic | Common Stock | D | 23,011 | $354.24 | 766,457 | D | S |
| 09 Mar, 2026 | Marguerite Amy Gilliland | Common Stock | D | 1,435 | $359.79 | 48,586 | D | F |
| 09 Mar, 2026 | James N Mattis | Common Stock | D | 83 | $359.79 | 3,455 | D | F |
| 09 Mar, 2026 | Phebe N Novakovic | Common Stock | D | 6,143 | $359.79 | 799,375 | D | F |
| 09 Mar, 2026 | Mark Lagrand Burns | Common Stock | D | 1,868 | $359.79 | 49,128 | D | F |
| 09 Mar, 2026 | John G Stratton | Common Stock | D | 83 | $359.79 | 8,275 | D | F |
| 09 Mar, 2026 | David Paddock | Common Stock | D | 731 | $359.79 | 38,268 | D | F |
| 09 Mar, 2026 | William A Moss | Common Stock | D | 492 | $359.79 | 14,986 | D | F |
| 09 Mar, 2026 | Peter A Wall | Common Stock | D | 113 | $359.79 | 3,969 | D | F |
| 09 Mar, 2026 | Laura J Schumacher | Common Stock | D | 83 | $359.79 | 13,478 | D | F |