| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Edward P Garden | 0 | 31,867,800 | 31 Mar, 2022 | |
| Nelson Peltz | 0 | 31,867,800 | 31 Mar, 2022 | |
| Ali Dibadj | Ceo | 486,264 | 0 | 03 Mar, 2026 |
| Richard M Weil | Chief Executive Officer | 297,422 | 0 | 02 Mar, 2022 |
| Roger Mj Thompson | Chief Financial Officer | 146,254 | 0 | 03 Mar, 2026 |
| Suzanne Cain | Global Head Of Distribution | 131,464 | 0 | 04 Apr, 2022 |
| Michelle Rosenberg | Cao General Counsel | 129,197 | 0 | 03 Mar, 2026 |
| William B Cassidy | Chief Technology Officer | 113,539 | 0 | 03 Mar, 2026 |
| Tiphani Krueger | Global Head Of Human Resources | 74,100 | 0 | 02 Mar, 2023 |
| Lawrence E Kochard | 73,519 | 0 | 26 Aug, 2022 | |
| Georgina Fogo | Chief Risk Officer | 61,090 | 0 | 03 Mar, 2026 |
| James R Lowry | Global Chief Operating Officer | 60,313 | 0 | 04 Mar, 2025 |
| Glenn S Schafer | 34,820 | 0 | 02 Mar, 2022 | |
| Kalpana Desai | 32,276 | 0 | 20 May, 2025 | |
| Jackson Angela Seymour | 25,908 | 0 | 20 May, 2025 | |
| Kevin B Dolan | 23,729 | 0 | 20 May, 2025 | |
| Richard Gillingwater | 22,941 | 0 | 25 May, 2022 | |
| John M Cassaday | 22,896 | 0 | 16 May, 2025 | |
| Eugene Jr Flood | 20,961 | 0 | 20 May, 2025 | |
| Suzanne Cain | Global Head Of Distribution | 0 | 16,435 | 03 Jun, 2022 |
| Anne Sheehan | 13,369 | 0 | 20 May, 2025 | |
| Alison A. Quirk | 13,037 | 0 | 20 May, 2025 | |
| Leslie Seidman | 12,885 | 0 | 14 May, 2025 | |
| Megan Podzorov | Chief People Officer | 12,204 | 0 | 11 Mar, 2026 |
| Brennan A. Hughes | Chief Accounting Officer | 3,535 | 0 | 07 Mar, 2024 |
| Berg Crawford | Chief Accounting Officer | 2,723 | 0 | 03 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Mar, 2026 | Megan Podzorov | Common Stock | D | 1,650 | $51.24 | 12,204 | D | S |
| 27 Feb, 2026 | Michelle Rosenberg | Common Stock | A | 29,388 | $49.00 | 137,030 | D | A |
| 27 Feb, 2026 | Roger Mj Thompson | Common Stock | A | 24,694 | $49.00 | 156,815 | D | A |
| 27 Feb, 2026 | William B Cassidy | Common Stock | A | 19,837 | $49.00 | 135,886 | D | A |
| 27 Feb, 2026 | Georgina Fogo | Common Stock | A | 13,829 | $49.00 | 71,991 | D | A |
| 27 Feb, 2026 | Megan Podzorov | Common Stock | A | 9,919 | $49.00 | 14,140 | D | A |
| 27 Feb, 2026 | Ali Dibadj | Common Stock | A | 79,715 | $49.00 | 528,793 | D | A |
| 27 Feb, 2026 | Berg Crawford | Common Stock | A | 1,327 | $49.00 | 2,766 | D | A |
| 02 Mar, 2026 | Berg Crawford | Common Stock | D | 43 | $51.91 | 2,723 | D | F |
| 02 Mar, 2026 | Roger Mj Thompson | Common Stock | D | 10,561 | $51.97 | 146,254 | D | F |
| 02 Mar, 2026 | Ali Dibadj | Common Stock | D | 42,529 | $51.91 | 486,264 | D | F |
| 27 Feb, 2026 | William B Cassidy | Common Stock | D | 16,947 | $52.27 | 118,939 | D | S |
| 02 Mar, 2026 | Michelle Rosenberg | Common Stock | D | 7,833 | $51.91 | 129,197 | D | F |
| 02 Mar, 2026 | Georgina Fogo | Common Stock | D | 10,901 | $51.97 | 61,090 | D | F |
| 02 Mar, 2026 | Megan Podzorov | Common Stock | D | 286 | $51.91 | 13,854 | D | F |
| 02 Mar, 2026 | William B Cassidy | Common Stock | D | 5,400 | $51.91 | 113,539 | D | F |
| 18 Feb, 2026 | Michelle Rosenberg | Common Stock | D | 22,000 | $49.27 | 87,805 | D | S |
| 17 Feb, 2026 | Ali Dibadj | Common Stock | D | 127,632 | $49.12 | 449,078 | D | S |
| 11 Feb, 2026 | Roger Mj Thompson | Common Stock | A | 35,784 | $48.25 | 148,973 | D | A |
| 11 Feb, 2026 | Roger Mj Thompson | Common Stock | D | 16,861 | $48.25 | 132,112 | D | S |