| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Peter J Robertson | - | 68,960 | 0 | 03 Feb, 2025 |
| Steven J. Demetriou | Executive Chair | 527,826 | 0 | 20 Sep, 2024 |
| Dawne S Hickton | Executive Vice President | 36,501 | 0 | 22 Nov, 2021 |
| William B Jr Allen | Executive Vice President | 32,768 | 0 | 03 Dec, 2025 |
| Ralph E Eberhart | - | 33,248 | 0 | 03 Sep, 2024 |
| Robert V Pragada | Chair Ceo | 330,154 | 0 | 03 Dec, 2025 |
| Kevin C Berryman | Chief Financial Officer | 231,604 | 0 | 02 May, 2024 |
| Christopher M.T. Thompson | - | 44,685 | 0 | 03 Sep, 2024 |
| Michael Collins | - | 3,200 | 0 | 02 Feb, 2026 |
| Julia A Sloat | - | 4,620 | 0 | 02 Feb, 2026 |
| Shelette M Gustafson | Exec Vice President | 24,091 | 0 | 03 Sep, 2024 |
| Diane M Bryant | - | 1,636 | 0 | 02 Feb, 2026 |
| Joanne Caruso Zaccaro | Chief Legal Admin Officer | 79,870 | 0 | 03 Dec, 2025 |
| Barbara Loughran | - | 9,409 | 0 | 29 Jan, 2024 |
| Vincent K Brooks | - | 6,961 | 0 | 29 Jan, 2024 |
| Manuel J Fernandez | - | 11,848 | 0 | 02 Feb, 2026 |
| Mary M. Jackson | - | 3,185 | 0 | 02 Feb, 2026 |
| Patrick Hill | President | 84,557 | 0 | 03 Dec, 2025 |
| Priya Abani | - | 7,728 | 0 | 02 Feb, 2026 |
| Stephen A Arnette | Executive Vice President | 27,084 | 0 | 20 Sep, 2024 |
| Venkatesh Nathamuni | Chief Financial Officer | 21,594 | 0 | 03 Dec, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 29 Jan, 2026 | Diane M Bryant | Common Stock | A | 1,636 | $136.29 | 1,636 | D | A |
| 29 Jan, 2026 | Julia A Sloat | Common Stock | A | 1,468 | $136.29 | 4,620 | D | A |
| 29 Jan, 2026 | Mary M. Jackson | Common Stock | A | 1,468 | $136.29 | 3,185 | D | A |
| 29 Jan, 2026 | Priya Abani | Common Stock | A | 1,468 | $136.29 | 7,728 | D | A |
| 29 Jan, 2026 | Michael Collins | Common Stock | A | 1,468 | $136.29 | 3,200 | D | A |
| 29 Jan, 2026 | Manuel J Fernandez | Common Stock | A | 1,468 | $136.29 | 11,848 | D | A |
| 01 Dec, 2025 | Robert V Pragada | Common Stock | A | 2,425 | $132.84 | 330,701 | D | A |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | A | 975 | $132.84 | 80,346 | D | A |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | A | 975 | $132.84 | 80,346 | D | A |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | A | 975 | $132.84 | 80,346 | D | A |
| 01 Dec, 2025 | Patrick Hill | Common Stock | A | 831 | $132.84 | 84,557 | D | A |
| 01 Dec, 2025 | Robert V Pragada | Common Stock | A | 2,425 | $132.84 | 330,701 | D | A |
| 01 Dec, 2025 | Robert V Pragada | Common Stock | A | 2,425 | $132.84 | 330,701 | D | A |
| 01 Dec, 2025 | Venkatesh Nathamuni | Common Stock | A | 809 | $132.84 | 21,594 | D | A |
| 01 Dec, 2025 | William B Jr Allen | Common Stock | A | 456 | $132.84 | 32,874 | D | A |
| 01 Dec, 2025 | Robert V Pragada | Common Stock | D | 547 | $132.84 | 330,154 | D | F |
| 01 Dec, 2025 | Robert V Pragada | Common Stock | D | 547 | $132.84 | 330,154 | D | F |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | D | 476 | $132.84 | 79,870 | D | F |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | D | 476 | $132.84 | 79,870 | D | F |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | D | 476 | $132.84 | 79,870 | D | F |