| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gary L Coleman | Co Chairman | 637,079 | 0 | 01 Mar, 2023 |
| Jane Buchan | - | 80,285 | 0 | 13 Dec, 2023 |
| James Matthew Darden | Co Chairman Ceo | 51,093 | 7,358 | 04 Mar, 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 |
| Marilyn A Alexander | - | 22,607 | 0 | 05 Jan, 2026 |
| Jennifer Allison Haworth | Evp Chief Marketing Officer | 21,795 | 0 | 02 Mar, 2026 |
| Linda Addison | - | 20,406 | 0 | 05 Jan, 2026 |
| Mary E Thigpen | - | 18,747 | 0 | 05 Jan, 2026 |
| Rebecca E Zorn | Evp Chief Talent Officer | 17,797 | 0 | 31 Mar, 2026 |
| Steven Kelly Greer | - | 16,240 | 0 | 10 Nov, 2022 |
| 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 |
| Cheryl Alston | - | 10,836 | 0 | 05 Jan, 2026 |
| James Brannen | - | 10,103 | 0 | 05 Jan, 2026 |
| Christopher Kyle Tyler | Evp And Chief Info Officer | 9,874 | 0 | 27 Feb, 2026 |
| Steven John Dichiaro | - | 8,372 | 0 | 09 Feb, 2023 |
| Charles E Adair | - | 7,699 | 0 | 28 Apr, 2022 |
| David A Rodriguez | - | 7,226 | 0 | 05 Jan, 2026 |
| Mark A Blinn | - | 6,495 | 0 | 05 Jan, 2026 |
| Jason A Harvey | - | 0 | 6,245 | 18 Aug, 2022 |
| Alice S Cho | - | 5,877 | 0 | 05 Jan, 2026 |
| James Matthew Darden | Co Chairman Ceo | 0 | 4,161 | 06 Jun, 2024 |
| Mark A Blinn | - | 0 | 3,372 | 10 Feb, 2026 |
| Philip M Jacobs | - | 2,563 | 0 | 05 Jan, 2026 |
| Matthew J Adams | - | 2,558 | 0 | 14 Jan, 2026 |
| Dolores L Skarjune | Evp And Chief Admin. Officer | 0 | 2,081 | 17 Mar, 2023 |
| Sandra L. Phillips | - | 1,174 | 0 | 24 Mar, 2026 |
| Robert Sweeney | Evp, Underwriting Sales Adm. | 906 | 0 | 27 Feb, 2026 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 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 | 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 |
| 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 |
| 27 Feb, 2026 | Jennifer Allison Haworth | Common Stock | A | 10,500 | $82.56 | 32,295 | 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 | 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 | Christopher Kyle Tyler | Common Stock | A | 7,368 | $0.00 | 11,815 | 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 | Robert Edward Hensley | Common Stock | D | 712 | $142.59 | 8,580 | D | S |