| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ellen Cooper | Chairman, President Ceo | 768,244 | 0 | 23 Feb, 2026 |
| Dennis R Glass | 558,622 | 0 | 01 Jun, 2022 | |
| Randal J Freitag | Evp Cfo | 288,331 | 0 | 28 Feb, 2022 |
| Andrew Rallis | Evp, Chief Risk Officer | 212,525 | 0 | 23 Feb, 2026 |
| Sean Woodroffe | Evp, Ch Ppl Comms Ent Srvc Off | 198,159 | 0 | 09 Mar, 2026 |
| Christopher M Neczypor | Evp Cfo | 194,082 | 0 | 23 Feb, 2026 |
| James Waltman Reid | Evp, Pres. Workplace Solutions | 177,838 | 0 | 23 Feb, 2026 |
| Kenneth S. Solon | Evp Chief Information Ofc. | 149,624 | 0 | 09 May, 2024 |
| John Christopher Kennedy | Evp, Chief Dist. Brand Off | 147,897 | 0 | 23 Feb, 2026 |
| Matthew Grove | Evp, Pres. Retail Solutions | 138,793 | 0 | 23 Feb, 2024 |
| Craigt T Beazer | Evp General Counsel | 132,889 | 0 | 23 Feb, 2026 |
| Jayson R Bronchetti | Evp, Chief Investment Officer | 77,220 | 0 | 28 May, 2025 |
| Brian Kroll | Evp, Head Of Life Annuities | 70,536 | 0 | 23 Feb, 2026 |
| Jamie Ohl | Evp, President Wrkplc Sols | 65,706 | 0 | 28 Feb, 2022 |
| Adam M Cohen | Cao | 39,259 | 0 | 23 Feb, 2026 |
| Jennifer Charters | Evp, Chief Information Officer | 37,796 | 0 | 16 Mar, 2026 |
| Jennifer Charters | Evp, Chief Information Officer | 37,496 | 0 | 23 Feb, 2026 |
| Jennifer Warne Krow | Evp, Chief People Officer | 30,400 | 0 | 22 Feb, 2023 |
| John G Morriss | Evp, Chief Investment Officer | 27,614 | 0 | 23 Feb, 2026 |
| Nilanjan Adhya | Evp Chf Ai Data Analytics Off | 19,951 | 0 | 23 Feb, 2026 |
| Gary C Kelly | 15,007 | 0 | 15 May, 2023 | |
| Christine A Janofsky | Cao | 13,058 | 0 | 19 Aug, 2021 |
| John Christopher Kennedy | Evp, Chief Dist. Brand Off | 0 | 12,158 | 08 Aug, 2025 |
| Owen Ryan | 12,000 | 0 | 14 Nov, 2025 | |
| Jayson R Bronchetti | Evp, Chief Investment Officer | 0 | 8,606 | 18 Nov, 2022 |
| Deirdre P Connelly | 4,000 | 0 | 18 Nov, 2022 | |
| Kenneth S. Solon | Evp Chief Information Ofc. | 0 | 3,242 | 24 Feb, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Jennifer Charters | Common Stock | A | 300 | $32.61 | 37,796 | D | P |
| 09 Mar, 2026 | Sean Woodroffe | Common Stock | D | 8,000 | $32.74 | 198,159 | D | S |
| 02 Mar, 2026 | Sean Woodroffe | Common Stock | D | 10,000 | $34.46 | 206,159 | D | S |
| 27 Feb, 2026 | Sean Woodroffe | Phantom Stock Units | A | 10,204 | $34.30 | 10,204 | D | I |
| 19 Feb, 2026 | Jennifer Charters | Common Stock | A | 18,704 | $0.00 | 37,496 | D | A |
| 19 Feb, 2026 | Christopher M Neczypor | Common Stock | A | 48,925 | $0.00 | 172,904 | D | A |
| 19 Feb, 2026 | Nilanjan Adhya | Common Stock | A | 19,951 | $0.00 | 19,951 | D | A |
| 19 Feb, 2026 | John Christopher Kennedy | Common Stock | A | 22,026 | $0.00 | 139,165 | D | A |
| 19 Feb, 2026 | Adam M Cohen | Common Stock | A | 8,266 | $0.00 | 32,194 | D | A |
| 19 Feb, 2026 | Andrew Rallis | Common Stock | A | 30,549 | $0.00 | 212,525 | D | A |
| 19 Feb, 2026 | Ellen Cooper | Common Stock | A | 189,295 | $0.00 | 722,754 | D | A |
| 19 Feb, 2026 | James Waltman Reid | Common Stock | A | 42,810 | $0.00 | 161,377 | D | A |
| 19 Feb, 2026 | Craigt T Beazer | Common Stock | A | 30,142 | $0.00 | 123,104 | D | A |
| 19 Feb, 2026 | Brian Kroll | Common Stock | A | 20,574 | $0.00 | 70,536 | D | A |
| 19 Feb, 2026 | Jennifer Charters | Common Stock | A | 18,704 | $0.00 | 37,496 | D | A |
| 19 Feb, 2026 | John G Morriss | Common Stock | A | 13,716 | $0.00 | 27,614 | D | A |
| 19 Feb, 2026 | Sean Woodroffe | Common Stock | A | 53,368 | $0.00 | 212,752 | D | A |
| 19 Feb, 2026 | Christopher M Neczypor | Common Stock | D | 19,970 | $40.10 | 152,934 | D | F |
| 19 Feb, 2026 | Sean Woodroffe | Common Stock | D | 19,037 | $40.10 | 193,715 | D | F |
| 19 Feb, 2026 | James Waltman Reid | Common Stock | D | 20,697 | $40.10 | 140,680 | D | F |