| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark A Blinn | - | 6,495 | 0 | 05 Jan, 2026 |
| Charles E Adair | - | 7,699 | 0 | 28 Apr, 2022 |
| Gary L Coleman | Co Chairman | 637,079 | 0 | 01 Mar, 2023 |
| James Brannen | - | 10,103 | 0 | 05 Jan, 2026 |
| Marilyn A Alexander | - | 22,607 | 0 | 05 Jan, 2026 |
| Jane Buchan | - | 80,285 | 0 | 13 Dec, 2023 |
| Robert W Ingram | - | 23,510 | 0 | 09 Jan, 2023 |
| David A Rodriguez | - | 7,226 | 0 | 05 Jan, 2026 |
| Steven John Dichiaro | - | 8,372 | 0 | 09 Feb, 2023 |
| Robert Sweeney | Evp, Underwriting Sales Adm. | 906 | 0 | 27 Feb, 2026 |
| Kenneth J Matson | - | 29,153 | 0 | 15 Dec, 2022 |
| James Matthew Darden | Co Chairman Ceo | 51,093 | 7,358 | 04 Mar, 2026 |
| James Eric Mcpartland | Evp Chief Information Officer | 25,736 | 0 | 24 Feb, 2022 |
| Steven Kelly Greer | - | 16,240 | 0 | 10 Nov, 2022 |
| Sandra L. Phillips | - | 1,174 | 0 | 24 Mar, 2026 |
| Cheryl Alston | - | 10,836 | 0 | 05 Jan, 2026 |
| Mary E Thigpen | - | 18,747 | 0 | 05 Jan, 2026 |
| Linda Addison | - | 20,406 | 0 | 05 Jan, 2026 |
| Rebecca E Zorn | Evp Chief Talent Officer | 17,797 | 0 | 31 Mar, 2026 |
| Jennifer Allison Haworth | Evp Chief Marketing Officer | 21,795 | 0 | 02 Mar, 2026 |
| Alice S Cho | - | 5,877 | 0 | 05 Jan, 2026 |
| Robert Edward Hensley | Evp Chief Investment Officer | 12,384 | 0 | 02 Mar, 2026 |
| Jason A Harvey | - | 0 | 6,245 | 18 Aug, 2022 |
| Christopher Kyle Tyler | Evp And Chief Info Officer | 9,874 | 0 | 27 Feb, 2026 |
| Dolores L Skarjune | Evp And Chief Admin. Officer | 13,679 | 0 | 27 Feb, 2026 |
| Philip M Jacobs | - | 2,563 | 0 | 05 Jan, 2026 |
| Matthew J Adams | - | 2,558 | 0 | 14 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | A | 8,800 | $98.32 | 26,597 | D | M |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | A | 8,800 | $98.32 | 26,597 | D | M |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | D | 2,126 | $135.66 | 24,471 | D | S |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | D | 2,126 | $135.66 | 24,471 | D | S |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | D | 4,724 | $136.71 | 19,747 | D | S |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | D | 4,724 | $136.71 | 19,747 | D | S |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | D | 1,950 | $137.40 | 17,797 | D | S |
| 31 Mar, 2026 | Rebecca E Zorn | Common Stock | D | 1,950 | $137.40 | 17,797 | D | S |
| 31 Mar, 2026 | Rebecca E Zorn | Employee Stock Option (Right to Buy) | D | 8,800 | $0.00 | 16,200 | D | M |
| 31 Mar, 2026 | Rebecca E Zorn | Employee Stock Option (Right to Buy) | D | 8,800 | $0.00 | 16,200 | D | M |
| 20 Mar, 2026 | Sandra L. Phillips | Common Stock | A | 1,174 | $0.00 | 1,174 | D | A |
| 20 Mar, 2026 | Sandra L. Phillips | Common Stock | A | 1,174 | $0.00 | 1,174 | D | A |
| 18 Mar, 2026 | Derek T. Kan | Director Stock Option (Right to Buy) | A | 6,433 | $0.00 | 6,433 | D | A |
| 02 Mar, 2026 | James Matthew Darden | Common Stock | D | 7,358 | $0.00 | 51,093 | D | G |
| 02 Mar, 2026 | James Matthew Darden | Common Stock | A | 7,358 | $0.00 | 7,358 | I | G |
| 04 Mar, 2026 | James Matthew Darden | Common Stock | A | 18,318 | $100.74 | 69,411 | D | M |
| 04 Mar, 2026 | James Matthew Darden | Common Stock | D | 18,318 | $145.10 | 51,093 | D | S |
| 04 Mar, 2026 | James Matthew Darden | Employee Stock Option (Right to Buy) | D | 18,318 | $0.00 | 26,682 | D | M |
| 02 Mar, 2026 | Robert Edward Hensley | Common Stock | D | 2,569 | $145.04 | 12,384 | D | S |
| 27 Feb, 2026 | Jennifer Allison Haworth | Common Stock | A | 10,500 | $82.56 | 32,295 | D | M |