| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robin Hayes | Ceo | 623,532 | 0 | 14 Nov, 2023 |
| Joanna Geraghty | Ceo | 590,501 | 0 | 14 Apr, 2026 |
| Ursula L Hurley | Chief Financial Officer | 285,806 | 0 | 14 Apr, 2026 |
| Warren Christie | Chief Operating Officer | 234,833 | 0 | 14 Apr, 2026 |
| Carol Ann Clements | Chief Digital Tech Officer | 185,896 | 0 | 14 Apr, 2026 |
| Nik Mittal | - | 138,537 | 0 | 12 Mar, 2026 |
| Nik Mittal | - | 138,537 | 0 | 12 Mar, 2026 |
| Peter Boneparth | - | 132,492 | 0 | 12 Mar, 2026 |
| George Martin J St | President | 97,909 | 0 | 12 Mar, 2026 |
| George Martin J St | President | 97,909 | 0 | 12 Mar, 2026 |
| Ellen Jewett | - | 80,858 | 0 | 12 Mar, 2026 |
| Ellen Jewett | - | 80,858 | 0 | 12 Mar, 2026 |
| Vivek Sharma | - | 67,479 | 0 | 12 Mar, 2026 |
| Vivek Sharma | - | 67,479 | 0 | 12 Mar, 2026 |
| Monte E Ford | - | 67,479 | 0 | 12 Mar, 2026 |
| Brandon Nelson | General Counsel Corp Sec | 57,919 | 0 | 15 Apr, 2024 |
| Brandon Nelson | General Counsel Corp Sec | 57,919 | 0 | 15 Apr, 2024 |
| O'Hagan Sarah Robb | - | 47,360 | 0 | 12 Mar, 2026 |
| O'Hagan Sarah Robb | - | 47,360 | 0 | 12 Mar, 2026 |
| Teri P Mcclure | - | 42,713 | 0 | 12 Mar, 2026 |
| Robert F Leduc | - | 36,124 | 0 | 12 Mar, 2026 |
| Robert F Leduc | - | 36,124 | 0 | 12 Mar, 2026 |
| Eileen P Mccarthy | General Counsel Corp Sec | 35,692 | 0 | 12 Mar, 2026 |
| Eileen P Mccarthy | General Counsel Corp Sec | 35,692 | 0 | 12 Mar, 2026 |
| Thomas Winkelmann | - | 35,473 | 0 | 12 Mar, 2026 |
| Thomas Winkelmann | - | 35,473 | 0 | 12 Mar, 2026 |
| David Christopher Clark | Head Of Revenue And Planning | 29,466 | 0 | 01 May, 2024 |
| Sean E Menke | - | 22,094 | 0 | 12 Mar, 2026 |
| Jesse Lynn | - | 22,094 | 0 | 12 Mar, 2026 |
| Jesse Lynn | - | 22,094 | 0 | 12 Mar, 2026 |
| Steven D Miller | - | 22,094 | 0 | 12 Mar, 2026 |
| Steven D Miller | - | 22,094 | 0 | 12 Mar, 2026 |
| Dawn Southerton | Principal Accounting Officer | 18,193 | 0 | 12 Mar, 2026 |
| Dawn Southerton | Principal Accounting Officer | 18,193 | 0 | 12 Mar, 2026 |
| Alexander Chatkewitz | Vp Controller | 16,917 | 0 | 01 Mar, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Apr, 2026 | Joanna Geraghty | Common Stock | A | 70,722 | - | 601,951 | D | M |
| 10 Apr, 2026 | Ursula L Hurley | Common Stock | A | 61,292 | - | 294,075 | D | M |
| 10 Apr, 2026 | Warren Christie | Common Stock | A | 18,291 | - | 233,758 | D | M |
| 10 Apr, 2026 | Carol Ann Clements | Common Stock | A | 35,361 | - | 194,387 | D | M |
| 10 Apr, 2026 | Carol Ann Clements | Common Stock | D | 19,555 | $4.93 | 174,832 | D | F |
| 10 Apr, 2026 | Warren Christie | Common Stock | D | 7,410 | $4.93 | 226,348 | D | F |
| 10 Apr, 2026 | Ursula L Hurley | Common Stock | D | 31,290 | $4.93 | 262,785 | D | F |
| 10 Apr, 2026 | Joanna Geraghty | Common Stock | D | 39,110 | $4.93 | 562,841 | D | F |
| 10 Apr, 2026 | Joanna Geraghty | Common Stock | A | 61,881 | $0.00 | 624,722 | D | M |
| 10 Apr, 2026 | Carol Ann Clements | Common Stock | A | 24,752 | $0.00 | 199,584 | D | M |
| 10 Apr, 2026 | Ursula L Hurley | Common Stock | A | 47,030 | $0.00 | 309,815 | D | M |
| 10 Apr, 2026 | Warren Christie | Common Stock | A | 14,851 | $0.00 | 241,199 | D | M |
| 10 Apr, 2026 | Joanna Geraghty | Common Stock | D | 34,221 | $4.93 | 590,501 | D | F |
| 10 Apr, 2026 | Warren Christie | Common Stock | D | 6,366 | $4.93 | 234,833 | D | F |
| 10 Apr, 2026 | Ursula L Hurley | Common Stock | D | 24,009 | $4.93 | 285,806 | D | F |
| 10 Apr, 2026 | Carol Ann Clements | Common Stock | D | 13,688 | $4.93 | 185,896 | D | F |
| 10 Apr, 2026 | Ursula L Hurley | Restricted Stock Units | D | 61,292 | - | 0 | D | M |
| 10 Apr, 2026 | Joanna Geraghty | Restricted Stock Units | D | 70,722 | - | 0 | D | M |
| 10 Apr, 2026 | Carol Ann Clements | Restricted Stock Units | D | 35,361 | - | 0 | D | M |
| 10 Apr, 2026 | Warren Christie | Restricted Stock Units | D | 18,291 | - | 0 | D | M |