| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jeffrey Steven Sloan | Ceo | 311,286 | 0 | 27 Feb, 2023 |
| M Troy Woods | 278,101 | 0 | 29 Apr, 2025 | |
| Jeffrey Steven Sloan | Ceo | 0 | 138,270 | 15 Jun, 2021 |
| Paul M Todd | Senior Executive Vp And Cfo | 129,942 | 0 | 24 Feb, 2022 |
| Joshua J Whipple | Chief Financial Officer | 107,262 | 0 | 03 Mar, 2026 |
| David Lawrence Green | Chief Administrative Officer | 68,096 | 0 | 05 Dec, 2025 |
| Guido Francesco Sacchi | Senior Evp And Cio | 66,130 | 0 | 18 Aug, 2023 |
| Dara L. Steele-Belkin | Chief Legal Officer | 48,781 | 0 | 03 Mar, 2026 |
| Ruth Ann Marshall | 47,134 | 0 | 30 Apr, 2024 | |
| John Thompson Turner | 34,212 | 0 | 12 Mar, 2025 | |
| Connie D Mcdaniel | 30,014 | 0 | 14 Nov, 2025 | |
| Ryan J. Loy | Chief Information Officer | 29,849 | 0 | 12 May, 2025 |
| John Thompson Turner | 0 | 26,894 | 03 May, 2022 | |
| Stella Nichole Viviani | Chief People Officer | 19,619 | 0 | 03 Mar, 2026 |
| William I Jacobs | 15,825 | 0 | 20 Apr, 2022 | |
| David M Sheffield | Evp, Chief Accounting Officer | 15,660 | 0 | 03 Mar, 2026 |
| William B Plummer | 15,506 | 0 | 29 Apr, 2025 | |
| Shannon A Johnston | Senior Evp And Cio | 12,489 | 0 | 07 Jun, 2024 |
| Jennifer Bozeman Whyte | Chief Accounting Officer | 8,873 | 0 | 17 Mar, 2026 |
| Joseph Osnoss | 0 | 7,723 | 29 Apr, 2025 | |
| Kirsten Marie Kliphouse | 5,897 | 0 | 29 Apr, 2025 | |
| Joia M Johnson | 0 | 5,845 | 09 Aug, 2021 | |
| Joia M Johnson | 4,386 | 0 | 23 Feb, 2026 | |
| Patricia A Watson | 2,651 | 0 | 10 Nov, 2025 | |
| Vivek Sankaran | 239 | 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 |
| 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 | 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 | Dara L. Steele-Belkin | Common Stock | A | 19,619 | $76.46 | 50,015 | D | A |
| 27 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | A | 1,063 | $76.46 | 51,078 | D | A |
| 28 Feb, 2026 | David M Sheffield | Common Stock | D | 755 | $76.46 | 15,660 | D | F |
| 27 Feb, 2026 | Joshua J Whipple | Common Stock | A | 1,628 | $76.46 | 112,281 | D | A |
| 28 Feb, 2026 | Joshua J Whipple | Common Stock | D | 3,706 | $76.46 | 108,575 | D | F |
| 28 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | D | 2,093 | $76.46 | 48,985 | D | F |
| 01 Mar, 2026 | Dara L. Steele-Belkin | Common Stock | D | 204 | $76.46 | 48,781 | D | F |
| 01 Mar, 2026 | Joshua J Whipple | Common Stock | D | 1,313 | $76.46 | 107,262 | D | F |
| 21 Feb, 2026 | David M Sheffield | Common Stock | A | 1,914 | $82.47 | 16,352 | D | A |
| 21 Feb, 2026 | Joshua J Whipple | Common Stock | A | 24,014 | $82.47 | 84,972 | D | A |
| 21 Feb, 2026 | Dara L. Steele-Belkin | Common Stock | D | 317 | $82.47 | 30,396 | D | F |
| 20 Feb, 2026 | Joia M Johnson | Common Stock | A | 1,213 | $81.90 | 4,386 | D | P |
| 21 Feb, 2026 | David M Sheffield | Common Stock | D | 1,125 | $82.47 | 15,227 | D | F |
| 21 Feb, 2026 | Joshua J Whipple | Common Stock | D | 12,248 | $82.47 | 72,724 | D | F |