| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William F. Jr. Gifford | Chief Executive Officer | 681,942 | 0 | 02 Mar, 2026 |
| Jody L Begley | Evp And Coo | 312,954 | 0 | 02 Mar, 2026 |
| Salvatore Mancuso | Evp Cfo | 280,275 | 0 | 02 Mar, 2026 |
| Murray R Garnick | Evp General Counsel | 204,012 | 0 | 01 Mar, 2024 |
| Charles N. Whitaker | Svp, Chief Hr Off. Cco | 180,869 | 0 | 09 Mar, 2026 |
| Heather A. Newman | Svp, Ch.Strategy Growth Off | 158,870 | 0 | 02 Mar, 2026 |
| Robert A. Iii Mccarter | Evp General Counsel | 123,612 | 0 | 02 Mar, 2026 |
| George Munoz | - | 120,721 | 0 | 19 May, 2025 |
| Kathryn B. Mcquade | - | 100,489 | 0 | 19 May, 2025 |
| Ennis Debra J Kelly | - | 72,297 | 0 | 19 May, 2025 |
| Daniel J Bryant | Vice President Treasurer | 68,614 | 0 | 01 Mar, 2024 |
| W Hildebrandt Jr Surgner | Vp, Corp. Sec'Y Assoc. Gc | 62,174 | 0 | 01 Mar, 2024 |
| Nabil Y Sakkab | - | 58,661 | 0 | 22 May, 2023 |
| Virginia E Shanks | - | 43,359 | 0 | 19 May, 2025 |
| W Leo Iii Kiely | - | 0 | 40,854 | 17 Nov, 2022 |
| Steve D'Ambrosia | Vice President Controller | 26,096 | 0 | 03 Mar, 2025 |
| Ellen R Strahlman | - | 23,087 | 0 | 19 May, 2025 |
| Katie F Patterson | Vice President And Controller | 17,513 | 0 | 02 Mar, 2026 |
| Mario Max Yzaguirre | - | 16,252 | 0 | 19 May, 2025 |
| Marjorie Mary Connelly | - | 16,252 | 0 | 19 May, 2025 |
| Robert Matthews Davis | - | 15,492 | 0 | 19 May, 2025 |
| Ian L.T. Clarke | - | 15,094 | 0 | 19 May, 2025 |
| Jacinto J Hernandez | - | 5,179 | 0 | 22 May, 2023 |
| Richard S Stoddart | - | 3,219 | 0 | 19 May, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | Charles N. Whitaker | Common Stock | D | 27,908 | $67.57 | 180,869 | D | S |
| 26 Feb, 2026 | Heather A. Newman | Common Stock | A | 11,822 | $0.00 | 170,213 | D | A |
| 26 Feb, 2026 | Charles N. Whitaker | Common Stock | A | 9,711 | $0.00 | 217,709 | D | A |
| 26 Feb, 2026 | Robert A. Iii Mccarter | Common Stock | A | 5,767 | $0.00 | 128,129 | D | A |
| 26 Feb, 2026 | Salvatore Mancuso | Common Stock | A | 17,166 | $0.00 | 297,660 | D | A |
| 26 Feb, 2026 | Jody L Begley | Common Stock | A | 17,166 | $0.00 | 330,393 | D | A |
| 26 Feb, 2026 | William F. Jr. Gifford | Common Stock | A | 70,364 | $0.00 | 743,791 | D | A |
| 26 Feb, 2026 | Katie F Patterson | Common Stock | D | 844 | $69.70 | 17,513 | D | F |
| 26 Feb, 2026 | Robert A. Iii Mccarter | Common Stock | D | 4,517 | $69.70 | 123,612 | D | F |
| 26 Feb, 2026 | Charles N. Whitaker | Common Stock | D | 8,932 | $69.70 | 208,777 | D | F |
| 26 Feb, 2026 | William F. Jr. Gifford | Common Stock | D | 61,849 | $69.70 | 681,942 | D | F |
| 26 Feb, 2026 | Jody L Begley | Common Stock | D | 17,439 | $69.70 | 312,954 | D | F |
| 26 Feb, 2026 | Heather A. Newman | Common Stock | D | 11,343 | $69.70 | 158,870 | D | F |
| 26 Feb, 2026 | Salvatore Mancuso | Common Stock | D | 17,385 | $69.70 | 280,275 | D | F |
| 25 Feb, 2026 | Salvatore Mancuso | Common Stock | A | 25,376 | $0.00 | 280,494 | D | A |
| 25 Feb, 2026 | Charles N. Whitaker | Common Stock | A | 13,534 | $0.00 | 207,998 | D | A |
| 25 Feb, 2026 | Katie F Patterson | Common Stock | A | 1,432 | $0.00 | 18,357 | D | A |
| 25 Feb, 2026 | Robert A. Iii Mccarter | Common Stock | A | 22,448 | $0.00 | 122,362 | D | A |
| 25 Feb, 2026 | Heather A. Newman | Common Stock | A | 11,973 | $0.00 | 158,391 | D | A |
| 25 Feb, 2026 | Jody L Begley | Common Stock | A | 22,448 | $0.00 | 313,227 | D | A |