| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Steven J. Demetriou | Executive Chair | 527,826 | 0 | 20 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 |
| Patrick Hill | President | 84,557 | 0 | 03 Dec, 2025 |
| Joanne Caruso Zaccaro | Chief Legal Admin Officer | 79,870 | 0 | 03 Dec, 2025 |
| Peter J Robertson | 68,960 | 0 | 03 Feb, 2025 | |
| Christopher M.T. Thompson | 44,685 | 0 | 03 Sep, 2024 | |
| Dawne S Hickton | Executive Vice President | 36,501 | 0 | 22 Nov, 2021 |
| Ralph E Eberhart | 33,248 | 0 | 03 Sep, 2024 | |
| Ralph E Eberhart | 33,248 | 0 | 03 Sep, 2024 | |
| William B Jr Allen | Executive Vice President | 32,768 | 0 | 03 Dec, 2025 |
| Claudia Jaramillo | Cfo And Evp | 27,796 | 0 | 05 Dec, 2023 |
| Stephen A Arnette | Executive Vice President | 27,084 | 0 | 20 Sep, 2024 |
| Shannon Miller | President | 25,344 | 0 | 10 Mar, 2026 |
| Shelette M Gustafson | Exec Vice President | 24,091 | 0 | 03 Sep, 2024 |
| Venkatesh Nathamuni | Chief Financial Officer | 21,594 | 0 | 03 Dec, 2025 |
| Steven J. Demetriou | Executive Chair | 0 | 19,550 | 17 Nov, 2023 |
| Robert A Mcnamara | 18,603 | 0 | 02 Feb, 2026 | |
| Michael R Tyler | Svp General Counsel | 16,879 | 0 | 18 May, 2021 |
| Georgette D. Kiser | 12,958 | 0 | 02 Feb, 2026 | |
| Manuel J Fernandez | 11,848 | 0 | 02 Feb, 2026 | |
| Barbara Loughran | 9,409 | 0 | 29 Jan, 2024 | |
| Priya Abani | 7,728 | 0 | 02 Feb, 2026 | |
| Vincent K Brooks | 6,961 | 0 | 29 Jan, 2024 | |
| Louis V. Pinkham | 4,620 | 0 | 02 Feb, 2026 | |
| Julia A Sloat | 4,620 | 0 | 02 Feb, 2026 | |
| Michael Collins | 3,200 | 0 | 02 Feb, 2026 | |
| Mary M. Jackson | 3,185 | 0 | 02 Feb, 2026 | |
| Diane M Bryant | 1,636 | 0 | 02 Feb, 2026 | |
| Peter J Robertson | 0 | 1,000 | 25 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Shannon Miller | Common Stock | D | 1,440 | $134.13 | 25,344 | D | S |
| 29 Jan, 2026 | Mary M. Jackson | Common Stock | A | 1,468 | $136.29 | 3,185 | D | A |
| 29 Jan, 2026 | Georgette D. Kiser | Common Stock | A | 1,468 | $136.29 | 12,958 | D | A |
| 29 Jan, 2026 | Julia A Sloat | Common Stock | A | 1,468 | $136.29 | 4,620 | D | A |
| 29 Jan, 2026 | Louis V. Pinkham | Common Stock | A | 1,468 | $136.29 | 4,620 | D | A |
| 29 Jan, 2026 | Diane M Bryant | Common Stock | A | 1,636 | $136.29 | 1,636 | D | A |
| 29 Jan, 2026 | Robert A Mcnamara | Common Stock | A | 1,468 | $136.29 | 18,603 | 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 | Shannon Miller | Common Stock | A | 659 | $132.84 | 26,876 | D | A |
| 01 Dec, 2025 | William B Jr Allen | Common Stock | A | 456 | $132.84 | 32,874 | D | A |
| 01 Dec, 2025 | Venkatesh Nathamuni | Common Stock | A | 809 | $132.84 | 21,594 | 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 | D | 547 | $132.84 | 330,154 | D | F |
| 01 Dec, 2025 | Shannon Miller | Common Stock | D | 92 | $132.84 | 26,784 | D | F |
| 01 Dec, 2025 | William B Jr Allen | Common Stock | D | 106 | $132.84 | 32,768 | D | F |
| 01 Dec, 2025 | Joanne Caruso Zaccaro | Common Stock | D | 476 | $132.84 | 79,870 | D | F |