| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ranson W Webster | - | 652,032 | 0 | 12 Mar, 2024 |
| Jason Philip Dinapoli | - | 0 | 340,187 | 07 Mar, 2023 |
| Robertson Clay Jr Jones | President And Ceo | 296,959 | 0 | 11 Mar, 2026 |
| Stephen G. Heitel | - | 166,770 | 0 | 09 Mar, 2026 |
| Marina Park Sutton | - | 123,994 | 0 | 09 Mar, 2026 |
| Jack W Conner | - | 119,889 | 0 | 16 Mar, 2026 |
| Walter Theodore Kaczmarek | President And Ceo | 108,206 | 0 | 25 Aug, 2022 |
| Lawrence D Mcgovern | Evp/Cfo | 0 | 97,029 | 18 Nov, 2022 |
| Deborah Reuter | Evp/Cro/Corporate Secretary | 94,095 | 0 | 06 May, 2025 |
| Michael Eugene Benito | Evp | 87,446 | 0 | 02 Jun, 2022 |
| Komas Julianne M Biagini | - | 68,194 | 0 | 09 Mar, 2026 |
| Margo G. Butsch | Evp/Chief Credit Officer | 56,877 | 0 | 17 May, 2022 |
| Laura Roden | Director | 55,937 | 0 | 12 Mar, 2025 |
| Frank G Bisceglia | - | 51,875 | 0 | 03 Feb, 2022 |
| Marina Park Sutton | - | 0 | 50,635 | 13 May, 2025 |
| Stephen G. Heitel | - | 0 | 48,308 | 12 Nov, 2021 |
| Jack W Conner | - | 0 | 44,344 | 08 May, 2023 |
| Jason Philip Dinapoli | Director | 40,486 | 0 | 12 Mar, 2025 |
| Thomas A Sa | Executive Vice President / Coo | 37,576 | 0 | 29 Dec, 2025 |
| Seth Fonti | Evp/Cfo | 32,188 | 0 | 06 Aug, 2025 |
| Kamran F Husain | - | 28,084 | 0 | 09 Mar, 2026 |
| Lawrence D Mcgovern | Evp/Cfo | 21,159 | 0 | 06 May, 2024 |
| Jason Philip Dinapoli | - | 0 | 15,429 | 14 Dec, 2023 |
| Coonley Janice Yuli Peng | Evp/Chief People Culture | 15,237 | 0 | 06 May, 2024 |
| Susan Svensson Just | Evp/Chief Credit Officer | 13,736 | 0 | 29 Dec, 2025 |
| Jason Philip Dinapoli | - | 0 | 11,750 | 15 Dec, 2021 |
| Christopher Edmonds-Waters | Evp/People Culture Officer | 9,639 | 0 | 11 Mar, 2026 |
| Bruce H Cabral | - | 9,012 | 0 | 09 Mar, 2026 |
| Christopher J Abate | Director | 6,980 | 0 | 09 Mar, 2026 |
| Jeannie Tam | Svp/Chief Accounting Officer | 6,233 | 0 | 30 Jul, 2025 |
| Janisha Sabnani | Evp/General Counsel/Corp Sec | 4,916 | 0 | 11 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | Jack W Conner | Common Stock, No Par Value | A | 4,022 | $0.00 | 119,889 | D | A |
| 10 Mar, 2026 | Christopher Edmonds-Waters | Common Stock, No Par Value | A | 2,796 | $0.00 | 9,500 | D | M |
| 10 Mar, 2026 | Robertson Clay Jr Jones | Common Stock, No Par Value | A | 9,897 | $0.00 | 296,458 | D | M |
| 10 Mar, 2026 | Janisha Sabnani | Common Stock, No Par Value | A | 2,919 | $0.00 | 5,860 | D | M |
| 10 Mar, 2026 | Robertson Clay Jr Jones | Common Stock, No Par Value | A | 501 | $0.00 | 296,959 | D | A |
| 10 Mar, 2026 | Christopher Edmonds-Waters | Common Stock, No Par Value | A | 139 | $0.00 | 9,639 | D | A |
| 10 Mar, 2026 | Janisha Sabnani | Common Stock, No Par Value | A | 146 | $0.00 | 6,006 | D | A |
| 10 Mar, 2026 | Janisha Sabnani | Common Stock, No Par Value | D | 1,090 | $12.14 | 4,916 | D | F |
| 10 Mar, 2026 | Robertson Clay Jr Jones | Restricted Stock Unit | D | 9,897 | $0.00 | 19,794 | D | M |
| 10 Mar, 2026 | Christopher Edmonds-Waters | Restricted Stock Unit | D | 2,796 | $0.00 | 5,592 | D | M |
| 10 Mar, 2026 | Janisha Sabnani | Restricted Stock Unit | D | 2,919 | $0.00 | 5,838 | D | M |
| 08 Mar, 2026 | Robertson Clay Jr Jones | Common Stock, No Par Value | A | 13,212 | $0.00 | 285,134 | D | M |
| 08 Mar, 2026 | Robertson Clay Jr Jones | Common Stock, No Par Value | A | 1,427 | $0.00 | 286,561 | D | A |
| 08 Mar, 2026 | Robertson Clay Jr Jones | Restricted Stock Unit | A | 13,212 | $0.00 | 13,212 | D | M |
| 05 Mar, 2026 | Marina Park Sutton | Common Stock, No Par Value | A | 4,022 | $0.00 | 123,994 | D | A |
| 05 Mar, 2026 | Stephen G. Heitel | Common Stock, No Par Value | A | 4,022 | $0.00 | 166,770 | D | A |
| 05 Mar, 2026 | Robertson Clay Jr Jones | Common Stock, No Par Value | A | 16,390 | $10.74 | 282,397 | D | M |
| 05 Mar, 2026 | Christopher J Abate | Common Stock, No Par Value | A | 4,022 | $0.00 | 6,980 | D | A |
| 05 Mar, 2026 | Kamran F Husain | Common Stock, No Par Value | A | 4,022 | $0.00 | 28,084 | D | A |
| 05 Mar, 2026 | Komas Julianne M Biagini | Common Stock, No Par Value | A | 6,838 | $0.00 | 68,194 | D | A |