| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Kriss Iii Cloninger | - | 37,462 | 0 | 03 May, 2022 |
| Connie D Mcdaniel | - | 30,014 | 0 | 14 Nov, 2025 |
| M Troy Woods | - | 278,101 | 0 | 29 Apr, 2025 |
| John Thompson Turner | - | 34,212 | 0 | 12 Mar, 2025 |
| John G Bruno | - | 18,670 | 0 | 29 Apr, 2025 |
| Robert H B Jr Baldwin | - | 45,911 | 0 | 12 Dec, 2025 |
| David M Sheffield | Evp, Chief Accounting Officer | 15,660 | 0 | 03 Mar, 2026 |
| Cameron M Bready | Chief Executive Officer | 434,255 | 0 | 03 Mar, 2026 |
| Jeffrey Steven Sloan | Ceo | 311,286 | 0 | 27 Feb, 2023 |
| Archana Deskus | - | 1,320 | 0 | 30 Sep, 2025 |
| Patricia A Watson | - | 2,651 | 0 | 10 Nov, 2025 |
| Guido Francesco Sacchi | Senior Evp And Cio | 66,130 | 0 | 18 Aug, 2023 |
| David Lawrence Green | Chief Administrative Officer | 68,096 | 0 | 05 Dec, 2025 |
| Joseph Osnoss | - | 0 | 7,723 | 29 Apr, 2025 |
| Paul M Todd | Senior Executive Vp And Cfo | 129,942 | 0 | 24 Feb, 2022 |
| Vivek Sankaran | - | 239 | 0 | 17 Mar, 2026 |
| F. Thaddeus Arroyo | - | 13,093 | 0 | 29 Apr, 2025 |
| Stella Nichole Viviani | Chief People Officer | 19,619 | 0 | 03 Mar, 2026 |
| Joshua J Whipple | Chief Financial Officer | 107,262 | 0 | 03 Mar, 2026 |
| Andrea M Carter | Chief Human Resources Officer | 26,077 | 0 | 03 Mar, 2025 |
| Shannon A Johnston | Senior Evp And Cio | 12,489 | 0 | 07 Jun, 2024 |
| Robert M Cortopassi | President And Coo | 90,475 | 0 | 03 Mar, 2026 |
| Ryan J. Loy | Chief Information Officer | 29,849 | 0 | 12 May, 2025 |
| Dara L. Steele-Belkin | Chief Legal Officer | 48,781 | 0 | 03 Mar, 2026 |
| Jennifer Bozeman Whyte | Chief Accounting Officer | 8,873 | 0 | 17 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 |
|---|---|---|---|---|---|---|---|---|
| 15 Mar, 2026 | Jennifer Bozeman Whyte | Common Stock | D | 42 | $68.67 | 8,873 | D | F |
| 19 Feb, 2026 | Vivek Sankaran | Common Stock | A | 239 | $80.25 | 239 | D | A |
| 15 Mar, 2026 | Jennifer Bozeman Whyte | Common Stock | D | 42 | $68.67 | 8,873 | D | F |
| 19 Feb, 2026 | Vivek Sankaran | Common Stock | A | 239 | $80.25 | 239 | D | A |
| 27 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | A | 19,619 | $76.46 | 50,015 | D | A |
| 27 Feb, 2026 | Joshua J Whipple | Common Stock | A | 37,929 | $76.46 | 110,653 | D | A |
| 28 Feb, 2026 | David M Sheffield | Common Stock | A | 1,188 | $76.46 | 16,415 | D | A |
| 27 Feb, 2026 | Stella Nichole Viviani | Common Stock | A | 19,619 | $76.46 | 19,619 | D | A |
| 27 Feb, 2026 | Robert M Cortopassi | Common Stock | A | 40,218 | $76.46 | 93,113 | D | A |
| 27 Feb, 2026 | Cameron M Bready | Common Stock | A | 119,017 | $76.46 | 444,131 | D | A |
| 27 Feb, 2026 | Joshua J Whipple | Common Stock | A | 37,929 | $76.46 | 110,653 | D | A |
| 01 Mar, 2026 | Jennifer Bozeman Whyte | Common Stock | D | 133 | $76.46 | 8,915 | D | F |
| 27 Feb, 2026 | Stella Nichole Viviani | Common Stock | A | 19,619 | $76.46 | 19,619 | D | A |
| 28 Feb, 2026 | David M Sheffield | Common Stock | A | 1,188 | $76.46 | 16,415 | D | A |
| 27 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | A | 19,619 | $76.46 | 50,015 | D | A |
| 01 Mar, 2026 | Jennifer Bozeman Whyte | Common Stock | D | 133 | $76.46 | 8,915 | D | F |
| 27 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | A | 1,063 | $76.46 | 51,078 | D | A |
| 27 Feb, 2026 | Joshua J Whipple | Common Stock | A | 1,628 | $76.46 | 112,281 | D | A |
| 28 Feb, 2026 | David M Sheffield | Common Stock | D | 755 | $76.46 | 15,660 | D | F |
| 27 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | A | 1,063 | $76.46 | 51,078 | D | A |