| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William B Kessel | President Ceo | 159,836 | 0 | 07 Apr, 2026 |
| Stefanie M Kimball | Executive Vice President | 65,727 | 0 | 08 Apr, 2026 |
| Terance L Beia | - | 40,001 | 0 | 25 Jun, 2025 |
| Patrick J Ervin | Executive Vice President | 37,220 | 0 | 08 Apr, 2026 |
| Joel F Rahn | Executive Vice President | 29,527 | 0 | 07 Apr, 2026 |
| William J Boer | - | 0 | 28,124 | 12 Nov, 2024 |
| Gavin A. Mohr | Executive Vice President | 27,396 | 0 | 08 Apr, 2026 |
| Joel F Rahn | Executive Vice President | 26,188 | 0 | 09 Feb, 2026 |
| Larry R Jr Daniel | Executive Vice President | 23,379 | 0 | 09 Feb, 2026 |
| William J Boer | - | 16,651 | 0 | 02 Apr, 2026 |
| Michael Joseph Stodolak | Executive Vice President | 15,095 | 0 | 09 Feb, 2026 |
| Michael Joseph Stodolak | Executive Vice President | 15,095 | 0 | 09 Feb, 2026 |
| Dennis W. Jr Archer | - | 11,500 | 0 | 24 Nov, 2025 |
| Christopher S Michaels | Executive Vice President | 11,399 | 0 | 09 Feb, 2026 |
| Christopher S Michaels | Executive Vice President | 11,399 | 0 | 09 Feb, 2026 |
| James J Twarozynski | Senior Vice President | 8,684 | 0 | 09 Feb, 2026 |
| James J Twarozynski | Senior Vice President | 8,684 | 0 | 09 Feb, 2026 |
| Michael M Jr Magee | Executive Chairman | 8,381 | 0 | 29 Apr, 2025 |
| Michael M Jr Magee | Executive Chairman | 8,381 | 0 | 29 Apr, 2025 |
| Christina Keller | - | 0 | 4,163 | 13 Sep, 2024 |
| Christina Keller | - | 0 | 4,163 | 13 Sep, 2024 |
| Larry R Jr Daniel | Executive Vice President | 0 | 3,070 | 16 Dec, 2024 |
| Kristopher Kreter | First Vice Pres. Controller | 2,507 | 0 | 09 Feb, 2026 |
| Kristopher Kreter | First Vice Pres. Controller | 2,507 | 0 | 09 Feb, 2026 |
| Ronia F Kruse | - | 2,200 | 0 | 27 Feb, 2026 |
| Ronia F Kruse | - | 2,200 | 0 | 27 Feb, 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 | Stefanie M Kimball | Common Stock | D | 1,672 | $33.78 | 65,727 | D | F |
| 06 Apr, 2026 | Gavin A. Mohr | Common Stock | D | 1,659 | $33.78 | 27,396 | D | F |
| 06 Apr, 2026 | Patrick J Ervin | Common Stock | D | 1,778 | $33.78 | 37,220 | D | F |
| 06 Apr, 2026 | Joel F Rahn | Common Stock | A | 4,150 | - | 30,797 | D | M |
| 06 Apr, 2026 | Stefanie M Kimball | Common Stock | A | 4,331 | - | 67,399 | D | M |
| 06 Apr, 2026 | Patrick J Ervin | Common Stock | A | 4,274 | - | 38,998 | D | M |
| 06 Apr, 2026 | Gavin A. Mohr | Common Stock | A | 4,297 | - | 29,055 | D | M |
| 06 Apr, 2026 | William B Kessel | Common Stock | A | 10,981 | - | 164,624 | D | M |
| 06 Apr, 2026 | Gavin A. Mohr | Common Stock | D | 1,717 | $33.78 | 27,338 | D | F |
| 06 Apr, 2026 | Patrick J Ervin | Common Stock | D | 1,790 | $33.78 | 37,208 | D | F |
| 06 Apr, 2026 | William B Kessel | Common Stock | D | 4,788 | $33.78 | 159,836 | D | F |
| 06 Apr, 2026 | Stefanie M Kimball | Common Stock | D | 1,743 | $33.78 | 65,656 | D | F |
| 06 Apr, 2026 | Joel F Rahn | Common Stock | D | 1,270 | $33.78 | 29,527 | D | F |
| 06 Apr, 2026 | Joel F Rahn | Performance Right | D | 2,431 | $0.00 | 0 | D | M |
| 06 Apr, 2026 | Patrick J Ervin | Performance Right | D | 2,503 | $0.00 | 0 | D | M |
| 06 Apr, 2026 | Gavin A. Mohr | Performance Right | D | 2,517 | $0.00 | 0 | D | M |
| 06 Apr, 2026 | William B Kessel | Performance Right | D | 6,431 | $0.00 | 0 | D | M |
| 06 Apr, 2026 | Stefanie M Kimball | Performance Right | D | 2,537 | $0.00 | 0 | D | M |
| 13 Feb, 2026 | Christina Keller | Phantom Stock Units | A | 180 | $36.28 | 23,520 | D | A |
| 13 Feb, 2026 | Ronia F Kruse | Phantom Stock Units | A | 183 | $36.28 | 23,939 | D | A |