| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Larry M Hutchison | Co Chaiman | 750,863 | 0 | 01 Mar, 2023 |
| Frank M Svoboda | Co Chairman Ceo | 54,020 | 0 | 27 Feb, 2026 |
| Robert Brian Mitchell | Evp, General Counsel And Cro | 7,981 | 45,539 | 03 Mar, 2026 |
| Michael Clay Majors | Evp Chief Strategy Officer | 53,518 | 0 | 27 Feb, 2026 |
| Thomas Peter Kalmbach | Evp Cfo | 37,754 | 0 | 27 Feb, 2026 |
| Kenneth J Matson | 29,153 | 0 | 15 Dec, 2022 | |
| James Eric Mcpartland | Evp Chief Information Officer | 25,736 | 0 | 24 Feb, 2022 |
| Robert W Ingram | 23,510 | 0 | 09 Jan, 2023 | |
| Jennifer Allison Haworth | Evp Chief Marketing Officer | 21,795 | 0 | 02 Mar, 2026 |
| Darren M Rebelez | 20,765 | 0 | 09 Jan, 2023 | |
| Mary E Thigpen | 18,747 | 0 | 05 Jan, 2026 | |
| Rebecca E Zorn | Evp Chief Talent Officer | 17,797 | 0 | 27 Feb, 2026 |
| Steven Kelly Greer | 16,240 | 0 | 10 Nov, 2022 | |
| Steven Paul Johnson | 0 | 14,766 | 26 Apr, 2024 | |
| Dolores L Skarjune | Evp And Chief Admin. Officer | 13,679 | 0 | 27 Feb, 2026 |
| Robert Edward Hensley | Evp Chief Investment Officer | 12,384 | 0 | 02 Mar, 2026 |
| Christopher Kyle Tyler | Evp And Chief Info Officer | 9,874 | 0 | 27 Feb, 2026 |
| David A Rodriguez | 7,226 | 0 | 05 Jan, 2026 | |
| Jason A Harvey | 0 | 6,245 | 18 Aug, 2022 | |
| Frank M Svoboda | Co Chairman Ceo | 0 | 5,000 | 12 Mar, 2026 |
| Michael Shane Henrie | Svp Chief Accounting Officer | 3,975 | 0 | 27 Feb, 2026 |
| Philip M Jacobs | 2,563 | 0 | 05 Jan, 2026 | |
| Steven Paul Johnson | 2,509 | 0 | 03 Jan, 2025 | |
| Dolores L Skarjune | Evp And Chief Admin. Officer | 0 | 2,081 | 17 Mar, 2023 |
| Robert Sweeney | Evp, Underwriting Sales Adm. | 906 | 0 | 27 Feb, 2026 |
| Thomas Peter Kalmbach | Evp Chief Actuary | 0 | 732 | 07 Mar, 2022 |
| Jason A Harvey | 460 | 0 | 29 Nov, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 18 Mar, 2026 | Derek T. Kan | Director Stock Option (Right to Buy) | A | 6,433 | $0.00 | 6,433 | D | A |
| 11 Mar, 2026 | Frank M Svoboda | Common Stock | D | 5,000 | $0.00 | 103,473 | I | G |
| 11 Mar, 2026 | Frank M Svoboda | Common Stock | A | 5,000 | $0.00 | 5,000 | I | G |
| 02 Mar, 2026 | Robert Brian Mitchell | Common Stock | D | 6,497 | $0.00 | 7,981 | D | G |
| 02 Mar, 2026 | Robert Brian Mitchell | Common Stock | A | 6,497 | $0.00 | 45,539 | I | G |
| 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 |
| 27 Feb, 2026 | Jennifer Allison Haworth | Common Stock | D | 8,781 | $145.22 | 23,514 | D | S |
| 27 Feb, 2026 | Jennifer Allison Haworth | Common Stock | D | 1,719 | $145.63 | 21,795 | D | S |
| 27 Feb, 2026 | Jennifer Allison Haworth | Employee Stock Option (Right to Buy) | D | 10,500 | $0.00 | 0 | D | M |
| 25 Feb, 2026 | Robert Brian Mitchell | Common Stock | A | 9,394 | $0.00 | 16,959 | D | A |
| 25 Feb, 2026 | Robert Edward Hensley | Common Stock | D | 712 | $142.59 | 8,580 | D | S |
| 25 Feb, 2026 | Christopher Kyle Tyler | Common Stock | A | 7,368 | $0.00 | 11,815 | D | A |
| 25 Feb, 2026 | Michael Clay Majors | Common Stock | A | 9,578 | $0.00 | 56,147 | D | A |
| 25 Feb, 2026 | Thomas Peter Kalmbach | Common Stock | A | 9,762 | $0.00 | 39,858 | D | A |
| 25 Feb, 2026 | Rebecca E Zorn | Common Stock | A | 6,631 | $0.00 | 19,575 | D | A |
| 25 Feb, 2026 | Dolores L Skarjune | Common Stock | A | 6,263 | $0.00 | 15,041 | D | A |
| 25 Feb, 2026 | Jennifer Allison Haworth | Common Stock | A | 7,000 | $0.00 | 23,728 | D | A |
| 25 Feb, 2026 | Frank M Svoboda | Common Stock | A | 24,499 | $0.00 | 59,070 | D | A |
| 27 Feb, 2026 | Michael Shane Henrie | Common Stock | A | 1,099 | $0.00 | 3,975 | D | A |