| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Brian J Lipke | - | 11,109 | 0 | 08 Nov, 2024 |
| Peter J Gundermann | - | 11,545 | 0 | 13 Nov, 2025 |
| William G Jr Gisel | - | 12,802 | 0 | 13 Nov, 2025 |
| Donald R Fishback | Vice President | 14,871 | 0 | 13 Nov, 2025 |
| Kraig H Kayser | - | 22,506 | 0 | 22 Oct, 2024 |
| John Scannell | Ceo | 36,540 | 26,346 | 05 Dec, 2025 |
| Richard Bradley Lawrence | - | 7,439 | 0 | 18 Nov, 2021 |
| Jennifer Walter | Cfo | 14,681 | 0 | 12 Mar, 2026 |
| Robert E Mullins | Executive Vice President | 1,262 | 0 | 20 Jan, 2026 |
| Patrick J Roche | Chief Executive Officer | 27,703 | 0 | 11 Mar, 2026 |
| Janet M. Coletti | - | 6,749 | 0 | 13 Nov, 2025 |
| Mark Joseph Trabert | Chief Operating Officer | 12,806 | 0 | 19 Nov, 2024 |
| Maureen Mary Athoe | Vice President | 9,255 | 0 | 20 Nov, 2023 |
| Paul Wilkinson | Vice President | 7,644 | 0 | 11 Mar, 2026 |
| Michael J. Swope | Controller | 1,774 | 0 | 20 Nov, 2023 |
| Stuart Mclachlan | Vice President | 5,983 | 0 | 28 Nov, 2025 |
| Mark D Graczyk | Vice President | 2,677 | 0 | 28 Nov, 2025 |
| Michael A Schaff | Vice President | 3,148 | 0 | 28 Nov, 2025 |
| Joseph J Iii Alfieri | Vice President | 3,230 | 0 | 28 Nov, 2025 |
| Nicholas Hart | Controller | 44 | 0 | 18 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Apr, 2026 | Donald R Fishback | Class A Common | D | 6,400 | $0.00 | 6,626 | I | G |
| 17 Apr, 2026 | Donald R Fishback | Class A Common | A | 6,400 | $0.00 | 6,400 | I | G |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | A | 1,000 | $71.65 | 15,294 | D | M |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | A | 1,000 | $71.65 | 15,294 | D | M |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | A | 1,000 | $71.65 | 15,294 | D | M |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | A | 1,000 | $71.65 | 15,294 | D | M |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | D | 613 | $343.39 | 14,681 | D | F |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | D | 613 | $343.39 | 14,681 | D | F |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | D | 613 | $343.39 | 14,681 | D | F |
| 11 Mar, 2026 | Jennifer Walter | Class B Common | D | 613 | $343.39 | 14,681 | D | F |
| 11 Mar, 2026 | Jennifer Walter | SAR | D | 1,000 | $0.00 | 0 | D | M |
| 11 Mar, 2026 | Jennifer Walter | SAR | D | 1,000 | $0.00 | 0 | D | M |
| 11 Mar, 2026 | Jennifer Walter | SAR | D | 1,000 | $0.00 | 0 | D | M |
| 11 Mar, 2026 | Jennifer Walter | SAR | D | 1,000 | $0.00 | 0 | D | M |
| 09 Mar, 2026 | Paul Wilkinson | Class B Common | A | 1,000 | $71.65 | 8,261 | D | M |
| 09 Mar, 2026 | Paul Wilkinson | Class B Common | A | 1,000 | $71.65 | 8,261 | D | M |
| 10 Mar, 2026 | Patrick J Roche | Class B Common | A | 5,000 | $71.65 | 31,846 | D | M |
| 10 Mar, 2026 | Patrick J Roche | Class B Common | A | 5,000 | $71.65 | 31,846 | D | M |
| 10 Mar, 2026 | Patrick J Roche | Class B Common | A | 5,000 | $71.65 | 31,846 | D | M |
| 09 Mar, 2026 | Paul Wilkinson | Class B Common | A | 1,000 | $71.65 | 8,261 | D | M |