| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Asset Management Holding Llc Mm | - | 0 | 81,332,319 | 15 Jun, 2022 |
| Edward P Garden | - | 0 | 45,457,427 | 15 Dec, 2021 |
| Andrew Schlossberg | President And Ceo | 898,715 | 0 | 03 Mar, 2026 |
| Andrew Tak Shing Lo | Senior Managing Director | 839,093 | 0 | 03 Mar, 2026 |
| Kevin M Carome | Smd And General Counsel | 625,997 | 0 | 02 Mar, 2022 |
| Martin L Flanagan | President Ceo | 452,584 | 0 | 02 Mar, 2023 |
| Laura Allison Dukes | Chief Financial Officer | 342,261 | 0 | 03 Mar, 2026 |
| Gregory Mcgreevey | Senior Managing Director | 260,403 | 0 | 10 Mar, 2022 |
| Mark F Giuliano | Smd Chief Adm Officer | 178,577 | 0 | 01 Mar, 2024 |
| Jeffrey H Kupor | Senior Managing Director | 151,820 | 0 | 03 Mar, 2026 |
| Colin Meadows | Senior Managing Director | 135,937 | 0 | 10 Nov, 2021 |
| Tony Wong | Senior Managing Director | 126,971 | 0 | 03 Mar, 2026 |
| Annette Lege | Chief Accounting Officer | 110,143 | 0 | 02 Mar, 2022 |
| Sarah Beshar | - | 107,035 | 0 | 19 May, 2025 |
| Phoebe A Wood | - | 101,999 | 0 | 19 May, 2025 |
| G Richard Jr Wagoner | - | 99,758 | 0 | 19 May, 2025 |
| Nigel Sheinwald | - | 93,856 | 0 | 19 May, 2025 |
| Denis Kessler | - | 92,870 | 0 | 17 May, 2023 |
| Jennifer Krevitt | Smd Chief Hr Officer | 91,120 | 0 | 03 Jul, 2023 |
| C Robert Henrikson | - | 81,264 | 0 | 17 May, 2022 |
| William Francis Jr Glavin | - | 72,972 | 0 | 19 May, 2025 |
| Paula Tolliver | - | 58,161 | 0 | 19 May, 2025 |
| Thomas M Finke | - | 56,126 | 0 | 19 May, 2025 |
| Christopher C Womack | - | 51,805 | 0 | 19 May, 2025 |
| Elizabeth S. Johnson | - | 40,658 | 0 | 19 May, 2025 |
| Douglas J Sharp | Senior Managing Director | 40,115 | 0 | 03 Mar, 2026 |
| Thomas P Gibbons | - | 39,090 | 0 | 19 May, 2025 |
| Shannon A Johnston | Smd And Cioo | 24,846 | 0 | 03 Mar, 2026 |
| Stephanie Butcher | Senior Managing Director | 20,618 | 0 | 03 Mar, 2026 |
| Terry Vacheron | Chief Accounting Officer | 19,569 | 0 | 03 Mar, 2026 |
| Alan Leonard Smith | Smd And Chro | 14,489 | 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Alan Leonard Smith | Common Shares | A | 8,641 | $0.00 | 18,338 | D | A |
| 13 Mar, 2026 | Alan Leonard Smith | Common Shares | D | 3,849 | $23.00 | 14,489 | D | F |
| 13 Mar, 2026 | Alan Leonard Smith | Restricted Stock Units | D | 8,641 | $0.00 | 8,641 | D | M |
| 28 Feb, 2026 | Shannon A Johnston | Common Shares | A | 8,913 | $0.00 | 28,816 | D | A |
| 28 Feb, 2026 | Laura Allison Dukes | Common Shares | A | 63,131 | $0.00 | 356,304 | D | A |
| 28 Feb, 2026 | Douglas J Sharp | Common Shares | A | 46,138 | $0.00 | 61,800 | D | A |
| 28 Feb, 2026 | Stephanie Butcher | Common Shares | D | 9,237 | $26.26 | 20,618 | D | F |
| 28 Feb, 2026 | Andrew Schlossberg | Common Shares | A | 80,970 | $0.00 | 895,053 | D | A |
| 28 Feb, 2026 | Terry Vacheron | Common Shares | A | 2,534 | $0.00 | 20,157 | D | A |
| 28 Feb, 2026 | Alan Leonard Smith | Common Shares | A | 8,936 | $0.00 | 13,711 | D | A |
| 28 Feb, 2026 | Andrew Tak Shing Lo | Common Shares | A | 16,479 | $0.00 | 705,305 | D | A |
| 28 Feb, 2026 | Tony Wong | Common Shares | A | 15,343 | $0.00 | 128,213 | D | A |
| 28 Feb, 2026 | Jeffrey H Kupor | Common Shares | A | 5,003 | $0.00 | 152,810 | D | A |
| 28 Feb, 2026 | Andrew Schlossberg | Common Shares | A | 42,749 | $0.00 | 937,802 | D | A |
| 28 Feb, 2026 | Tony Wong | Common Shares | A | 16,612 | $0.00 | 144,825 | D | A |
| 28 Feb, 2026 | Laura Allison Dukes | Common Shares | A | 17,659 | $0.00 | 373,963 | D | A |
| 28 Feb, 2026 | Douglas J Sharp | Common Shares | D | 21,685 | $26.26 | 40,115 | D | F |
| 28 Feb, 2026 | Terry Vacheron | Common Shares | A | 2,264 | $0.00 | 22,421 | D | A |
| 28 Feb, 2026 | Shannon A Johnston | Common Shares | D | 3,970 | $26.26 | 24,846 | D | F |
| 28 Feb, 2026 | Alan Leonard Smith | Common Shares | D | 4,014 | $26.26 | 9,697 | D | F |