| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ronald M Defeo | - | 59,788 | 0 | 24 Apr, 2026 |
| William A Foley | - | 53,681 | 0 | 07 May, 2025 |
| Sarah R Coffin | - | 39,012 | 0 | 02 May, 2022 |
| Bruce M Lisman | - | 67,343 | 0 | 06 May, 2025 |
| Frederic Jack Jr Liebau | - | 63,243 | 0 | 07 May, 2025 |
| Helmuth Ludwig | - | 13,436 | 0 | 03 Nov, 2025 |
| Michael Mcgaugh | President And Ceo | 239,067 | 0 | 24 May, 2024 |
| Lori A. Lutey | - | 36,328 | 0 | 06 May, 2025 |
| Jeffrey Kramer | - | 29,578 | 0 | 06 May, 2025 |
| Fitz E Grant | Evp Cfo | 12,702 | 0 | 18 Mar, 2025 |
| Sonal P. Robinson | Executive Vice President, Cfo | 1,915 | 0 | 18 Mar, 2022 |
| Yvette Dapremont Bright | - | 28,711 | 0 | 04 Nov, 2025 |
| Jim Gurnee | Vp Sales/Marketing/Commercial | 17,807 | 0 | 19 Mar, 2024 |
| Paul Allan Johnson | Vp, Distribution Segment | 2,829 | 0 | 17 Mar, 2023 |
| Jeffrey Jon Baker | Vp, Shared Services | 29,694 | 0 | 26 Mar, 2025 |
| Monica P. Vinay | Interim Cfo, Vp And Treasurer | 20,828 | 0 | 17 Mar, 2023 |
| Dave Basque | Interim President Ceo | 39,152 | 0 | 10 Dec, 2024 |
| Samantha Rutty | Evp And Cfo | 3,000 | 0 | 18 Nov, 2025 |
| Lorelei Evans | Svp And Chro | 13,765 | 0 | 18 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Apr, 2026 | Ronald M Defeo | Common Stock | D | 6,250 | - | 59,788 | D | D |
| 23 Apr, 2026 | Ronald M Defeo | Restricted Stock Units | A | 6,250 | $0.00 | 6,250 | D | A |
| 16 Mar, 2026 | Lorelei Evans | Common Stock | A | 1,487 | $0.00 | 11,167 | D | M |
| 16 Mar, 2026 | Lorelei Evans | Common Stock | D | 441 | $20.81 | 10,726 | D | F |
| 16 Mar, 2026 | Lorelei Evans | Common Stock | A | 1,719 | $0.00 | 12,445 | D | M |
| 16 Mar, 2026 | Lorelei Evans | Common Stock | D | 509 | $20.81 | 11,936 | D | F |
| 16 Mar, 2026 | Lorelei Evans | Common Stock | A | 2,599 | $0.00 | 14,535 | D | M |
| 16 Mar, 2026 | Lorelei Evans | Common Stock | D | 770 | $20.81 | 13,765 | D | F |
| 16 Mar, 2026 | Lorelei Evans | Restricted Stock Units | D | 1,487 | $0.00 | 0 | D | M |
| 16 Mar, 2026 | Lorelei Evans | Restricted Stock Units | D | 1,719 | $0.00 | 1,718 | D | M |
| 16 Mar, 2026 | Lorelei Evans | Restricted Stock Units | D | 2,599 | $0.00 | 5,198 | D | M |
| 09 Mar, 2026 | Karen Potts | Restricted Stock Units | A | 6,745 | $0.00 | 6,745 | D | A |
| 09 Mar, 2026 | Karen Potts | Restricted Stock Units | A | 6,745 | $0.00 | 6,745 | D | A |
| 09 Mar, 2026 | Karen Potts | Restricted Stock Units | A | 6,745 | $0.00 | 6,745 | D | A |
| 09 Mar, 2026 | Samantha Rutty | Restricted Stock Units | A | 14,605 | $0.00 | 14,605 | D | A |
| 09 Mar, 2026 | Samantha Rutty | Restricted Stock Units | A | 14,605 | $0.00 | 14,605 | D | A |
| 09 Mar, 2026 | Karen Potts | Restricted Stock Units | A | 6,745 | $0.00 | 6,745 | D | A |
| 09 Mar, 2026 | Samantha Rutty | Restricted Stock Units | A | 14,605 | $0.00 | 14,605 | D | A |
| 09 Mar, 2026 | Lorelei Evans | Restricted Stock Units | A | 6,324 | $0.00 | 6,324 | D | A |
| 09 Mar, 2026 | Samantha Rutty | Restricted Stock Units | A | 14,605 | $0.00 | 14,605 | D | A |