| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael Mcgaugh | President And Ceo | 239,067 | 0 | 24 May, 2024 |
| Michael Mcgaugh | President And Ceo | 239,067 | 0 | 24 May, 2024 |
| Bruce M Lisman | - | 67,343 | 0 | 06 May, 2025 |
| Frederic Jack Jr Liebau | - | 63,243 | 0 | 07 May, 2025 |
| Ronald M Defeo | - | 59,788 | 0 | 24 Apr, 2026 |
| William A Foley | - | 53,681 | 0 | 07 May, 2025 |
| Dave Basque | Interim President Ceo | 39,152 | 0 | 10 Dec, 2024 |
| Sarah R Coffin | - | 39,012 | 0 | 02 May, 2022 |
| William A Foley | - | 36,603 | 0 | 16 Sep, 2022 |
| Lori A. Lutey | - | 36,328 | 0 | 06 May, 2025 |
| Jeffrey Jon Baker | Vp, Shared Services | 29,694 | 0 | 26 Mar, 2025 |
| Jeffrey Kramer | - | 29,578 | 0 | 06 May, 2025 |
| Yvette Dapremont Bright | - | 28,711 | 0 | 04 Nov, 2025 |
| Monica P. Vinay | Interim Cfo, Vp And Treasurer | 20,828 | 0 | 17 Mar, 2023 |
| Monica P. Vinay | Interim Cfo, Vp And Treasurer | 20,828 | 0 | 17 Mar, 2023 |
| Aaron M Schapper | President And Ceo | 18,035 | 0 | 18 Mar, 2026 |
| Jim Gurnee | Vp Sales/Marketing/Commercial | 17,807 | 0 | 19 Mar, 2024 |
| Lorelei Evans | Svp And Chro | 13,765 | 0 | 18 Mar, 2026 |
| Helmuth Ludwig | - | 13,436 | 0 | 03 Nov, 2025 |
| Fitz E Grant | Evp Cfo | 12,702 | 0 | 18 Mar, 2025 |
| Lori A. Lutey | - | 0 | 12,500 | 06 Dec, 2024 |
| Samantha Rutty | Evp And Cfo | 3,000 | 0 | 18 Nov, 2025 |
| Samantha Rutty | Evp And Cfo | 3,000 | 0 | 18 Nov, 2025 |
| Paul Allan Johnson | Vp, Distribution Segment | 2,829 | 0 | 17 Mar, 2023 |
| Sonal P. Robinson | Executive Vice President, Cfo | 1,915 | 0 | 18 Mar, 2022 |
| Sonal P. Robinson | Executive Vice President, Cfo | 1,915 | 0 | 18 Mar, 2022 |
* 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 | 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 |
| 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 | Lorelei Evans | Restricted Stock Units | A | 6,324 | $0.00 | 6,324 | 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 | Karen Potts | Performance Stock Units | A | 6,745 | $0.00 | 6,745 | D | A |
| 09 Mar, 2026 | Lorelei Evans | Performance Stock Units | A | 6,324 | $0.00 | 6,324 | D | A |
| 09 Mar, 2026 | Samantha Rutty | Performance Stock Units | A | 14,605 | $0.00 | 14,605 | D | A |
| 14 Nov, 2025 | Samantha Rutty | Common Stock | A | 3,000 | $17.50 | 3,000 | D | P |