| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robin Josephs | - | 35,454 | 0 | 20 Jan, 2026 |
| Craig L Knutson | Ceo | 1,183,342 | 0 | 12 Jan, 2026 |
| Stephen D. Yarad | Chief Financial Officer | 25,004 | 0 | 11 Jan, 2023 |
| Harold E Schwartz | Senior Vice President | 159,518 | 0 | 12 Jan, 2026 |
| Terence B Meyers | Senior Vice President | 27,109 | 0 | 11 Jan, 2023 |
| Gudmundur Kristjansson | Svp Co Chief Invest. Ofcr. | 161,806 | 0 | 10 Jan, 2024 |
| Sheila A Stamps | - | 15,840 | 0 | 05 Jun, 2025 |
| Laurie Goodman | - | 9,480 | 0 | 20 Jan, 2026 |
| Bryan Wulfsohn | Pres. Chief Invest. Ofcr. | 391,515 | 0 | 12 Jan, 2026 |
| Mei Lin | Sr. Vp Co Controller | 32,131 | 0 | 12 Jan, 2026 |
| Michael Charles Roper | Sr. Vp Chief Financial Ofcr | 88,138 | 0 | 12 Jan, 2026 |
| Natasha Seemungal | Sr. Vp Co Controller | 30,090 | 0 | 12 Jan, 2026 |
| Lori R Samuels | Svp Chief Loan Ops. Ofcr | 92,614 | 0 | 12 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 15 Jan, 2026 | Robin Josephs | Common Stock | A | 3,473 | - | 35,454 | D | M |
| 15 Jan, 2026 | Laurie Goodman | Common Stock | A | 3,473 | - | 9,480 | D | M |
| 15 Jan, 2026 | Laurie Goodman | Restricted Stock Units | D | 3,473 | - | 140,391 | D | M |
| 15 Jan, 2026 | Robin Josephs | Restricted Stock Units | D | 3,473 | - | 92,790 | D | M |
| 08 Jan, 2026 | Bryan Wulfsohn | Common Stock | A | 67,914 | $0.00 | 208,196 | D | M |
| 08 Jan, 2026 | Lori R Samuels | Common Stock | A | 15,749 | $0.00 | 51,727 | D | M |
| 08 Jan, 2026 | Harold E Schwartz | Common Stock | A | 26,575 | $0.00 | 89,744 | D | M |
| 08 Jan, 2026 | Michael Charles Roper | Common Stock | A | 15,749 | $0.00 | 46,338 | D | M |
| 08 Jan, 2026 | Michael Charles Roper | Common Stock | A | 15,749 | $0.00 | 46,338 | D | M |
| 08 Jan, 2026 | Natasha Seemungal | Common Stock | A | 4,922 | $0.00 | 17,003 | D | M |
| 08 Jan, 2026 | Lori R Samuels | Common Stock | A | 15,749 | $0.00 | 51,727 | D | M |
| 08 Jan, 2026 | Bryan Wulfsohn | Common Stock | A | 67,914 | $0.00 | 208,196 | D | M |
| 08 Jan, 2026 | Natasha Seemungal | Common Stock | A | 4,922 | $0.00 | 17,003 | D | M |
| 08 Jan, 2026 | Mei Lin | Common Stock | A | 4,922 | $0.00 | 15,700 | D | M |
| 08 Jan, 2026 | Lori R Samuels | Common Stock | A | 15,749 | $0.00 | 51,727 | D | M |
| 08 Jan, 2026 | Harold E Schwartz | Common Stock | A | 26,575 | $0.00 | 89,744 | D | M |
| 08 Jan, 2026 | Harold E Schwartz | Common Stock | A | 26,575 | $0.00 | 89,744 | D | M |
| 08 Jan, 2026 | Michael Charles Roper | Common Stock | A | 15,749 | $0.00 | 46,338 | D | M |
| 08 Jan, 2026 | Natasha Seemungal | Common Stock | A | 4,922 | $0.00 | 17,003 | D | M |
| 08 Jan, 2026 | Bryan Wulfsohn | Common Stock | A | 67,914 | $0.00 | 208,196 | D | M |