| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Thomas H Lowder | - | 12,933 | 0 | 22 May, 2024 |
| James K Lowder | - | 12,933 | 0 | 22 May, 2024 |
| Alan B Jr Graf | - | 13,560 | 0 | 21 May, 2025 |
| William Reid Sanders | - | 29,872 | 0 | 22 May, 2024 |
| H Eric Jr Bolton | President And Ceo | 328,468 | 0 | 06 Apr, 2026 |
| Toni Jennings | - | 11,255 | 0 | 17 May, 2023 |
| David P Stockert | - | 52,686 | 0 | 19 Feb, 2025 |
| Philip W Norwood | - | 14,854 | 0 | 19 May, 2022 |
| Albert M Iii Campbell | Evp, Chief Financial Officer | 67,688 | 0 | 05 Apr, 2024 |
| Thomas L Jr Grimes | Evp, Chief Operating Officer | 44,683 | 0 | 15 Dec, 2022 |
| Gary Shorb | - | 4,896 | 0 | 03 Jun, 2024 |
| Deborah H Caplan | - | 3,970 | 0 | 21 May, 2025 |
| Robert J. Delpriore | Evp, General Counsel | 54,352 | 0 | 06 Apr, 2026 |
| Monica Houle Mcgurk | - | 0 | 0 | 05 Jan, 2023 |
| Melanie Carpenter | Evp Chro | 21,243 | 0 | 06 Apr, 2026 |
| Adrian Hill | Evp, Chief Investment Officer | 64,433 | 0 | 06 Apr, 2026 |
| Timothy Argo | Evp, Chief Strategy Analysis | 21,382 | 0 | 06 Apr, 2026 |
| Aubrey Clay Holder | Evp, Cfo | 13,679 | 0 | 06 Apr, 2026 |
| Amber Fairbanks | Evp, Property Management | 4,471 | 0 | 06 Apr, 2026 |
| Joseph Fracchia | Evp, Chief Tech Innovation | 13,019 | 0 | 06 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Amber Fairbanks | Common Stock | A | 1,947 | $0.00 | 5,466 | D | A |
| 01 Apr, 2026 | Aubrey Clay Holder | Common Stock | A | 3,643 | $0.00 | 14,061 | D | A |
| 01 Apr, 2026 | Timothy Argo | Common Stock | A | 2,637 | $0.00 | 21,863 | D | A |
| 01 Apr, 2026 | H Eric Jr Bolton | Common Stock | A | 12,231 | $0.00 | 334,173 | D | A |
| 01 Apr, 2026 | Joseph Fracchia | Common Stock | A | 1,632 | $0.00 | 13,291 | D | A |
| 01 Apr, 2026 | Adrian Hill | Common Stock | A | 10,907 | $0.00 | 66,045 | D | A |
| 01 Apr, 2026 | Robert J. Delpriore | Common Stock | A | 5,093 | $0.00 | 55,984 | D | A |
| 01 Apr, 2026 | Melanie Carpenter | Common Stock | A | 1,439 | $0.00 | 22,269 | D | A |
| 01 Apr, 2026 | Joseph Fracchia | Common Stock | D | 272 | $122.55 | 13,019 | D | F |
| 01 Apr, 2026 | Aubrey Clay Holder | Common Stock | D | 237 | $122.55 | 13,824 | D | F |
| 01 Apr, 2026 | Melanie Carpenter | Common Stock | D | 295 | $122.55 | 21,974 | D | F |
| 01 Apr, 2026 | Adrian Hill | Common Stock | D | 1,612 | $122.55 | 64,433 | D | F |
| 01 Apr, 2026 | Timothy Argo | Common Stock | D | 298 | $122.55 | 21,565 | D | F |
| 01 Apr, 2026 | Amber Fairbanks | Common Stock | D | 284 | $122.55 | 5,182 | D | F |
| 01 Apr, 2026 | Robert J. Delpriore | Common Stock | D | 1,632 | $122.55 | 54,352 | D | F |
| 01 Apr, 2026 | H Eric Jr Bolton | Common Stock | D | 5,705 | $122.55 | 328,468 | D | F |
| 06 Apr, 2026 | Timothy Argo | Common Stock | D | 183 | $124.73 | 21,382 | D | S |
| 06 Apr, 2026 | Amber Fairbanks | Common Stock | D | 711 | $124.73 | 4,471 | D | S |
| 06 Apr, 2026 | Aubrey Clay Holder | Common Stock | D | 145 | $124.73 | 13,679 | D | S |
| 06 Apr, 2026 | Melanie Carpenter | Common Stock | D | 731 | $124.78 | 21,243 | D | S |