| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| A Greig Woodring | - | 1,726 | 0 | 30 Jul, 2024 |
| Trevor Fetter | - | 59,167 | 0 | 01 Aug, 2025 |
| Douglas G Elliot | President | 251,133 | 0 | 03 Nov, 2022 |
| Thomas A Bartlett | - | 1,525 | 0 | 01 Aug, 2025 |
| Christopher Swift | Chairman And Ceo | 261,560 | 0 | 19 Feb, 2026 |
| Virginia P Ruesterholz | - | 17,001 | 0 | 01 Aug, 2025 |
| Shon Larry D De | - | 1,525 | 0 | 01 Aug, 2025 |
| William A Bloom | Executive Vice President | 5,353 | 0 | 21 Jul, 2021 |
| Beth Ann Costello | Evp And Cfo | 92,988 | 0 | 19 Feb, 2026 |
| Robert B. Iii Allardice | - | 7,943 | 0 | 03 Nov, 2021 |
| Jonathan R Bennett | Evp | 25,643 | 0 | 10 May, 2024 |
| Carlos Dominguez | - | 14,464 | 0 | 01 Aug, 2025 |
| Kathleen A Winters | - | 3,280 | 0 | 01 Aug, 2025 |
| Teresa Wynn Roseborough | - | 1,525 | 0 | 01 Aug, 2025 |
| Scott R. Lewis | Svp And Controller | 21,379 | 0 | 01 Mar, 2023 |
| David C Robinson | Evp And General Counsel | 24,152 | 0 | 22 Feb, 2024 |
| Robert W Paiano | Evp Chief Risk Officer | 22,580 | 0 | 19 May, 2025 |
| Lori A Rodden | Executive Vice President | 25,392 | 0 | 12 Mar, 2026 |
| Amy Stepnowski | Evp | 31,537 | 0 | 19 Feb, 2026 |
| Edmund Reese | - | 6,420 | 0 | 02 Aug, 2023 |
| Deepa Soni | Executive Vice President | 38,006 | 0 | 24 Feb, 2025 |
| John J. Kinney | Evp | 20,558 | 0 | 22 Feb, 2024 |
| Claire H. Burns | Executive Vice President | 12,647 | 0 | 02 Nov, 2021 |
| Adin M Tooker | President | 38,208 | 0 | 26 Feb, 2026 |
| Stephanie C Bush | Evp | 18,758 | 0 | 22 Feb, 2024 |
| Michael R Fisher | Evp | 14,818 | 0 | 02 Jul, 2024 |
| Allison G Niderno | Svp Controller | 625 | 0 | 06 Apr, 2026 |
| Donald Christian Hunt | Evp General Counsel | 2,550 | 0 | 06 Apr, 2026 |
| Michael Fish | Evp | 2,169 | 0 | 27 Feb, 2025 |
| Annette Rippert | - | 3,117 | 0 | 01 Aug, 2025 |
| Prateek Chhabra | Evp Chief Risk Officer | 15,046 | 0 | 06 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Apr, 2026 | Donald Christian Hunt | Common Stock | D | 6 | $136.19 | 2,550 | D | F |
| 06 Apr, 2026 | Prateek Chhabra | Common Stock | D | 6 | $136.19 | 15,046 | D | F |
| 06 Apr, 2026 | Allison G Niderno | Common Stock | D | 3 | $136.19 | 625 | D | F |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | A | 30,193 | $69.41 | 55,585 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | A | 30,193 | $69.41 | 55,585 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | A | 30,193 | $69.41 | 55,585 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | A | 10,500 | $78.28 | 66,085 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | A | 10,500 | $78.28 | 66,085 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | A | 10,500 | $78.28 | 66,085 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | D | 10,500 | $138.06 | 55,585 | D | S |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | D | 10,500 | $138.06 | 55,585 | D | S |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | D | 10,500 | $138.06 | 55,585 | D | S |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | D | 30,193 | $138.04 | 25,392 | D | S |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | D | 30,193 | $138.04 | 25,392 | D | S |
| 10 Mar, 2026 | Lori A Rodden | Common Stock | D | 30,193 | $138.04 | 25,392 | D | S |
| 10 Mar, 2026 | Lori A Rodden | Stock Option | D | 30,193 | $0.00 | 0 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Stock Option | D | 30,193 | $0.00 | 0 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Stock Option | D | 30,193 | $0.00 | 0 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Stock Option | D | 10,500 | $0.00 | 15,579 | D | M |
| 10 Mar, 2026 | Lori A Rodden | Stock Option | D | 10,500 | $0.00 | 15,579 | D | M |