| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Brandon John Moore | President, Coo, And Secretary | 257,874 | 0 | 24 Feb, 2026 |
| E Scott Urdang | 130,429 | 0 | 24 Feb, 2026 | |
| Earl C Shanks | 97,259 | 0 | 05 Jan, 2026 | |
| Joseph W Iii Marshall | 93,672 | 0 | 02 Jan, 2026 | |
| Barry F Schwartz | 63,529 | 0 | 02 Jan, 2025 | |
| Steven Ladany | Svp Chief Development Officer | 57,886 | 0 | 07 Jan, 2026 |
| James Perry | 44,623 | 0 | 05 Jan, 2026 | |
| Matthew Demchyk | Svp, Chief Investment Officer | 41,298 | 0 | 11 Mar, 2025 |
| Carol Lynton | 34,181 | 0 | 02 Jan, 2026 | |
| Debra M Chase | Director | 11,862 | 0 | 05 Jan, 2026 |
| Joanne A. Epps | 8,565 | 0 | 04 Jan, 2023 | |
| Michael C. Borofsky | Director | 4,476 | 0 | 05 Jan, 2026 |
| Brandon John Moore | President, Coo, And Secretary | 0 | 2,935 | 16 Dec, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Feb, 2026 | E Scott Urdang | Common Stock | D | 4,000 | $47.37 | 130,429 | D | S |
| 20 Feb, 2026 | Brandon John Moore | Common Stock | D | 1,376 | $48.05 | 274,872 | D | S |
| 23 Feb, 2026 | Brandon John Moore | Common Stock | D | 114 | $48.01 | 274,758 | D | S |
| 24 Feb, 2026 | Brandon John Moore | Common Stock | D | 16,884 | $48.05 | 257,874 | D | S |
| 07 Jan, 2026 | Steven Ladany | Common Stock | D | 13,409 | $45.04 | 57,886 | D | S |
| 02 Jan, 2026 | James Perry | Common Stock | A | 4,476 | $0.00 | 44,623 | D | A |
| 31 Dec, 2025 | Steven Ladany | Common Stock | D | 18,000 | $44.77 | 65,099 | D | S |
| 02 Jan, 2026 | Earl C Shanks | Common Stock | A | 4,476 | $0.00 | 97,259 | D | A |
| 02 Jan, 2026 | Michael C. Borofsky | Common Stock | A | 4,476 | $0.00 | 4,476 | D | A |
| 02 Jan, 2026 | Debra M Chase | Common Stock | A | 4,476 | $0.00 | 11,862 | D | A |
| 02 Jan, 2026 | Brandon John Moore | Common Stock | A | 34,804 | $0.00 | 297,633 | D | A |
| 02 Jan, 2026 | Brandon John Moore | Common Stock | D | 15,137 | $44.69 | 282,496 | D | F |
| 02 Jan, 2026 | Steven Ladany | Common Stock | D | 2,630 | $44.09 | 62,469 | D | S |
| 02 Jan, 2026 | Brandon John Moore | Common Stock | A | 3,494 | $0.00 | 285,990 | D | A |
| 02 Jan, 2026 | Steven Ladany | Common Stock | A | 23,730 | $0.00 | 86,199 | D | A |
| 02 Jan, 2026 | Steven Ladany | Common Stock | D | 10,321 | $44.69 | 75,878 | D | F |
| 02 Jan, 2026 | Brandon John Moore | Common Stock | D | 1,520 | $44.69 | 284,470 | D | F |
| 02 Jan, 2026 | Brandon John Moore | Common Stock | A | 3,741 | $0.00 | 288,211 | D | A |
| 02 Jan, 2026 | Steven Ladany | Common Stock | A | 2,383 | $0.00 | 78,261 | D | A |
| 02 Jan, 2026 | Steven Ladany | Common Stock | D | 1,037 | $44.69 | 77,224 | D | F |