| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| D Keith Grossman | - | 13,889 | 0 | 11 Mar, 2026 |
| Glenn A Eisenberg | - | 13,889 | 0 | 11 Mar, 2026 |
| Timothy A Wicks | - | 13,889 | 0 | 11 Mar, 2026 |
| Kevin E Lofton | - | 27,778 | 0 | 11 Mar, 2026 |
| Que Dallara | Chief Executive Officer | 616,754 | 0 | 27 Mar, 2026 |
| John Gyurci | - | 15,322 | 0 | 13 Mar, 2026 |
| Courtney Nelson Wills | - | 5,743 | 0 | 13 Mar, 2026 |
| Chad Spooner | Evp, Chief Financial Officer | 70,896 | 0 | 13 Mar, 2026 |
| Gillian Chandrasena | - | 11,486 | 0 | 13 Mar, 2026 |
| Ali Dianaty | - | 2,444 | 0 | 13 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Mar, 2026 | Que Dallara | Common Stock | D | 4,809 | $16.31 | 616,754 | D | F |
| 11 Mar, 2026 | Courtney Nelson Wills | Common Stock | A | 18,082 | - | 18,082 | D | A |
| 11 Mar, 2026 | Gillian Chandrasena | Common Stock | A | 19,852 | - | 19,852 | D | A |
| 11 Mar, 2026 | Que Dallara | Common Stock | A | 281,937 | - | 281,937 | D | A |
| 11 Mar, 2026 | Courtney Nelson Wills | Common Stock | A | 18,082 | - | 18,082 | D | A |
| 11 Mar, 2026 | Chad Spooner | Common Stock | A | 70,896 | - | 70,896 | D | A |
| 11 Mar, 2026 | Chad Spooner | Common Stock | A | 70,896 | - | 70,896 | D | A |
| 11 Mar, 2026 | Chad Spooner | Common Stock | A | 70,896 | - | 70,896 | D | A |
| 11 Mar, 2026 | Courtney Nelson Wills | Common Stock | A | 18,082 | - | 18,082 | D | A |
| 11 Mar, 2026 | Ali Dianaty | Common Stock | A | 11,054 | - | 11,054 | D | A |
| 11 Mar, 2026 | John Gyurci | Common Stock | A | 15,322 | - | 15,322 | D | A |
| 11 Mar, 2026 | Chad Spooner | Common Stock | A | 127,609 | - | 127,609 | D | A |
| 11 Mar, 2026 | Ali Dianaty | Common Stock | A | 46,989 | - | 46,989 | D | A |
| 11 Mar, 2026 | Courtney Nelson Wills | Common Stock | A | 955 | - | 955 | D | A |
| 11 Mar, 2026 | Chad Spooner | Common Stock | A | 127,609 | - | 127,609 | D | A |
| 11 Mar, 2026 | Gillian Chandrasena | Common Stock | A | 28,116 | - | 28,116 | D | A |
| 11 Mar, 2026 | Chad Spooner | Common Stock | A | 127,609 | - | 127,609 | D | A |
| 11 Mar, 2026 | Courtney Nelson Wills | Common Stock | A | 955 | - | 955 | D | A |
| 11 Mar, 2026 | Que Dallara | Common Stock | A | 127,609 | - | 127,609 | D | A |
| 11 Mar, 2026 | Courtney Nelson Wills | Common Stock | A | 955 | - | 955 | D | A |