| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gary C Kelly | - | 15,007 | 0 | 15 May, 2023 |
| Dennis R Glass | President Ceo | 558,622 | 0 | 01 Jun, 2022 |
| Deirdre P Connelly | - | 4,000 | 0 | 18 Nov, 2022 |
| Randal J Freitag | Evp Cfo | 288,331 | 0 | 28 Feb, 2022 |
| Ellen Cooper | Chairman, President Ceo | 768,244 | 0 | 23 Feb, 2026 |
| Kenneth S. Solon | Evp Chief Information Ofc. | 149,624 | 0 | 09 May, 2024 |
| Christine A Janofsky | Cao | 13,058 | 0 | 19 Aug, 2021 |
| Jamie Ohl | Evp, President Wrkplc Sols | 65,706 | 0 | 28 Feb, 2022 |
| Owen Ryan | - | 12,000 | 0 | 14 Nov, 2025 |
| Craigt T Beazer | Evp General Counsel | 132,889 | 0 | 23 Feb, 2026 |
| John Christopher Kennedy | Evp, Chief Dist. Brand Off | 147,897 | 0 | 23 Feb, 2026 |
| Jennifer Warne Krow | Evp, Chief People Officer | 30,400 | 0 | 22 Feb, 2023 |
| Adam M Cohen | Cao | 39,259 | 0 | 23 Feb, 2026 |
| Jayson R Bronchetti | Evp, Chief Investment Officer | 77,220 | 0 | 28 May, 2025 |
| Christopher M Neczypor | Evp Cfo | 194,082 | 0 | 23 Feb, 2026 |
| Matthew Grove | Evp, Pres. Retail Solutions | 138,793 | 0 | 23 Feb, 2024 |
| James Waltman Reid | Evp, Pres. Workplace Solutions | 177,838 | 0 | 23 Feb, 2026 |
| Sean Woodroffe | Evp, Ch Ppl Comms Ent Srvc Off | 198,159 | 0 | 09 Mar, 2026 |
| Andrew Rallis | Evp, Chief Risk Officer | 212,525 | 0 | 23 Feb, 2026 |
| Brian Kroll | Evp, Head Of Life Annuities | 70,536 | 0 | 23 Feb, 2026 |
| Jennifer Charters | Evp, Chief Information Officer | 37,796 | 0 | 16 Mar, 2026 |
| 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 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | James T Morris | Phantom Stock Unit | A | 1,268 | $35.50 | 5,198 | D | A |
| 31 Mar, 2026 | Reginald E Davis | Phantom Stock Unit | A | 1,268 | $35.50 | 29,663 | D | A |
| 31 Mar, 2026 | Owen Ryan | Phantom Stock Unit | A | 1,268 | $35.50 | 23,123 | D | A |
| 31 Mar, 2026 | Owen Ryan | Phantom Stock Unit | A | 1,268 | $35.50 | 23,123 | D | A |
| 31 Mar, 2026 | M Leanne Lachman | Phantom Stock Unit | A | 1,268 | $35.50 | 40,581 | D | A |
| 31 Mar, 2026 | James T Morris | Phantom Stock Unit | A | 1,268 | $35.50 | 5,198 | D | A |
| 31 Mar, 2026 | Eric G Johnson | Phantom Stock Unit | A | 1,268 | $35.50 | 96,403 | D | A |
| 31 Mar, 2026 | Deirdre P Connelly | Phantom Stock Unit | A | 1,268 | $35.50 | 47,225 | D | A |
| 31 Mar, 2026 | Dale Lefebvre | Phantom Stock Unit | A | 1,268 | $35.50 | 28,860 | D | A |
| 31 Mar, 2026 | Gary C Kelly | Phantom Stock Unit | A | 1,268 | $35.50 | 110,770 | D | A |
| 31 Mar, 2026 | Dale Lefebvre | Phantom Stock Unit | A | 1,268 | $35.50 | 28,860 | D | A |
| 31 Mar, 2026 | William H Dr Cunningham | Phantom Stock Unit | A | 1,690 | $35.50 | 194,362 | D | A |
| 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 |
| 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 |
| 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 |
| 27 Feb, 2026 | Sean Woodroffe | Phantom Stock Units | A | 10,204 | $34.30 | 10,204 | D | I |
| 19 Feb, 2026 | James Waltman Reid | Common Stock | A | 42,810 | $0.00 | 161,377 | D | A |