| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Tony L White | - | 40,256 | 0 | 26 Feb, 2024 |
| Gary D Forsee | - | 43,336 | 0 | 28 Feb, 2025 |
| William P Donnelly | - | 56,831 | 0 | 02 Mar, 2026 |
| John Humphrey | - | 26,592 | 0 | 02 Mar, 2026 |
| Kirk E Arnold | - | 20,174 | 0 | 28 Feb, 2025 |
| Mark P Stevenson | - | 11,706 | 0 | 02 Mar, 2026 |
| Andrew R Schiesl | - | 13,831 | 0 | 02 Mar, 2026 |
| Julie Schertell | - | 2,792 | 0 | 28 Feb, 2025 |
| Joanna Sohovich | - | 5,427 | 0 | 02 Mar, 2026 |
| Elizabeth Meloy Hepding | - | 17,518 | 0 | 02 Mar, 2026 |
| Viseras Enrique Minarro | - | 31,771 | 0 | 08 Mar, 2023 |
| Vicente Reynal | Chief Executive Officer | 209,534 | 0 | 15 Apr, 2026 |
| Michael J Scheske | Vp, Chief Accounting Officer | 13,477 | 0 | 02 Mar, 2026 |
| Elizabeth Centoni | - | 14,757 | 0 | 24 Feb, 2022 |
| Marc Ellis Jones | - | 26,401 | 0 | 02 Mar, 2026 |
| Michael A Weatherred | - | 67,732 | 0 | 02 Mar, 2026 |
| Michael Stubblefield | - | 1,857 | 0 | 08 Aug, 2023 |
| Sia Abbaszadeh | - | 24,183 | 0 | 09 Mar, 2022 |
| Nicholas J Kendall-Jones | - | 2,118 | 0 | 16 Aug, 2022 |
| Gary E Gillespie | - | 42,234 | 0 | 07 Jun, 2023 |
| Kathleen M. Keene | - | 5,255 | 0 | 02 Mar, 2026 |
| Jennifer Hartsock | - | 7,864 | 0 | 02 Mar, 2026 |
| Matthew J Emmerich | - | 1,457 | 0 | 02 Mar, 2026 |
| Santiago Arias Duval | - | 857 | 0 | 27 Mar, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Apr, 2026 | Vicente Reynal | Common Stock | A | 30,492 | $10.61 | 240,026 | D | M |
| 13 Apr, 2026 | Vicente Reynal | Common Stock | A | 30,492 | $10.61 | 240,026 | D | M |
| 13 Apr, 2026 | Vicente Reynal | Common Stock | D | 30,492 | $88.00 | 209,534 | D | S |
| 13 Apr, 2026 | Vicente Reynal | Common Stock | D | 30,492 | $88.00 | 209,534 | D | S |
| 13 Apr, 2026 | Vicente Reynal | Stock Options (Right to Buy) | D | 30,492 | $0.00 | 0 | D | M |
| 13 Apr, 2026 | Vicente Reynal | Stock Options (Right to Buy) | D | 30,492 | $0.00 | 0 | D | M |
| 02 Mar, 2026 | Vicente Reynal | Common Stock | A | 118,044 | $10.61 | 327,578 | D | M |
| 02 Mar, 2026 | Vicente Reynal | Common Stock | A | 118,044 | $10.61 | 327,578 | D | M |
| 02 Mar, 2026 | Vicente Reynal | Common Stock | A | 118,044 | $10.61 | 327,578 | D | M |
| 02 Mar, 2026 | Vicente Reynal | Common Stock | D | 118,044 | $94.11 | 209,534 | D | S |
| 02 Mar, 2026 | Vicente Reynal | Common Stock | D | 118,044 | $94.11 | 209,534 | D | S |
| 02 Mar, 2026 | Vicente Reynal | Common Stock | D | 118,044 | $94.11 | 209,534 | D | S |
| 02 Mar, 2026 | Vicente Reynal | Stock Options (Right to Buy) | D | 118,044 | $0.00 | 30,492 | D | M |
| 02 Mar, 2026 | Vicente Reynal | Stock Options (Right to Buy) | D | 118,044 | $0.00 | 30,492 | D | M |
| 02 Mar, 2026 | Vicente Reynal | Stock Options (Right to Buy) | D | 118,044 | $0.00 | 30,492 | D | M |
| 26 Feb, 2026 | Marc Ellis Jones | Common Stock | A | 2,489 | - | 26,401 | D | M |
| 26 Feb, 2026 | Michael J Scheske | Common Stock | A | 562 | - | 13,467 | D | M |
| 26 Feb, 2026 | Kathleen M. Keene | Common Stock | A | 787 | - | 5,158 | D | M |
| 26 Feb, 2026 | Joanna Sohovich | Common Stock | A | 2,429 | - | 5,427 | D | M |
| 26 Feb, 2026 | Andrew R Schiesl | Common Stock | A | 937 | - | 13,778 | D | M |