| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Nelson Peltz | - | 0 | 31,867,800 | 31 Mar, 2022 |
| Glenn S Schafer | - | 34,820 | 0 | 02 Mar, 2022 |
| Richard M Weil | Chief Executive Officer | 297,422 | 0 | 02 Mar, 2022 |
| Alison Davis | - | 9,889 | 0 | 25 May, 2022 |
| Jeffrey J Diermeier | - | 93,306 | 0 | 26 Aug, 2022 |
| Edward P Garden | - | 0 | 31,867,800 | 31 Mar, 2022 |
| John M Cassaday | - | 22,896 | 0 | 16 May, 2025 |
| Lawrence E Kochard | - | 73,519 | 0 | 26 Aug, 2022 |
| Alison A. Quirk | - | 13,037 | 0 | 20 May, 2025 |
| Brennan A. Hughes | Chief Accounting Officer | 3,535 | 0 | 07 Mar, 2024 |
| Leslie Seidman | - | 12,885 | 0 | 14 May, 2025 |
| Eugene Jr Flood | - | 20,961 | 0 | 20 May, 2025 |
| Anne Sheehan | - | 13,369 | 0 | 20 May, 2025 |
| Ali Dibadj | Ceo | 486,264 | 0 | 03 Mar, 2026 |
| Richard Gillingwater | - | 22,941 | 0 | 25 May, 2022 |
| James R Lowry | Global Chief Operating Officer | 60,313 | 0 | 04 Mar, 2025 |
| Kevin B Dolan | - | 23,729 | 0 | 20 May, 2025 |
| Michelle Rosenberg | Cao General Counsel | 129,197 | 0 | 03 Mar, 2026 |
| Jackson Angela Seymour | - | 25,908 | 0 | 20 May, 2025 |
| Georgina Fogo | Chief Risk Officer | 61,090 | 0 | 03 Mar, 2026 |
| Tiphani Krueger | Global Head Of Human Resources | 74,100 | 0 | 02 Mar, 2023 |
| Roger Mj Thompson | Chief Financial Officer | 146,254 | 0 | 03 Mar, 2026 |
| Kalpana Desai | - | 32,276 | 0 | 20 May, 2025 |
| Suzanne Cain | Global Head Of Distribution | 131,464 | 0 | 04 Apr, 2022 |
| Berg Crawford | Chief Accounting Officer | 2,723 | 0 | 03 Mar, 2026 |
| William B Cassidy | Chief Technology Officer | 113,539 | 0 | 03 Mar, 2026 |
| Megan Podzorov | Chief People Officer | 12,204 | 0 | 11 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 |
| 10 Mar, 2026 | Megan Podzorov | Common Stock | D | 1,650 | $51.24 | 12,204 | D | S |
| 27 Feb, 2026 | Megan Podzorov | Common Stock | A | 9,919 | $49.00 | 14,140 | D | A |
| 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 | Ali Dibadj | Common Stock | A | 79,715 | $49.00 | 528,793 | D | A |
| 27 Feb, 2026 | Megan Podzorov | Common Stock | A | 9,919 | $49.00 | 14,140 | D | A |
| 27 Feb, 2026 | Georgina Fogo | Common Stock | A | 13,829 | $49.00 | 71,991 | D | A |
| 27 Feb, 2026 | Roger Mj Thompson | Common Stock | A | 24,694 | $49.00 | 156,815 | D | A |
| 27 Feb, 2026 | Michelle Rosenberg | Common Stock | A | 29,388 | $49.00 | 137,030 | D | A |
| 27 Feb, 2026 | Berg Crawford | Common Stock | A | 1,327 | $49.00 | 2,766 | D | A |
| 27 Feb, 2026 | William B Cassidy | Common Stock | D | 16,947 | $52.27 | 118,939 | D | S |
| 02 Mar, 2026 | Roger Mj Thompson | Common Stock | D | 10,561 | $51.97 | 146,254 | D | F |
| 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 | Ali Dibadj | Common Stock | D | 42,529 | $51.91 | 486,264 | D | F |
| 02 Mar, 2026 | Roger Mj Thompson | Common Stock | D | 10,561 | $51.97 | 146,254 | D | F |
| 02 Mar, 2026 | Megan Podzorov | Common Stock | D | 286 | $51.91 | 13,854 | D | F |