| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Peter J Barris | - | 57,282 | 0 | 23 Jun, 2022 |
| John B Muleta | - | 59,280 | 0 | 01 Jul, 2025 |
| Bandel L Carano | - | 181,018 | 0 | 01 Jul, 2025 |
| Peter D Aquino | - | 328,208 | 0 | 29 Mar, 2024 |
| Joseph D Samberg | - | 0 | 10,505,600 | 24 Nov, 2025 |
| Alan B Howe | - | 329,111 | 0 | 01 Jul, 2025 |
| Lisa Hook | - | 4,545 | 0 | 26 Feb, 2026 |
| Jonathan Anthony Marcus | - | 30,894 | 0 | 01 Jul, 2025 |
| Timothy Gray | Chief Financial Officer | 131,786 | 0 | 23 Mar, 2026 |
| Timothy M. Presutti | - | 12,564,401 | 0 | 13 Jul, 2022 |
| Ganesh Pattabiraman | Chief Executive Officer | 1,839,927 | 0 | 24 Nov, 2023 |
| David L. Knutson | Senior Vice President | 654,657 | 0 | 31 Jan, 2024 |
| Christian D. Gates | Chief Financial Officer | 828,059 | 0 | 17 Sep, 2025 |
| Arun Raghupathy | Senior Vice President | 1,087,019 | 0 | 18 Dec, 2024 |
| Sammaad Shams | Chief Accounting Officer | 72,950 | 0 | 27 Mar, 2026 |
| Robert Lantz | General Counsel | 88,065 | 0 | 19 Nov, 2024 |
| James S Black | General Counsel | 93,566 | 0 | 23 Mar, 2026 |
| Hugh Wyman Iii Howard | - | 13,154 | 0 | 01 Jul, 2025 |
| Capital Management Llc Osi | - | 13,235,166 | 0 | 24 Aug, 2023 |
| Mariam Sorond | Ceo, President And Director | 1,314,328 | 0 | 23 Mar, 2026 |
| Sanyogita Shamsunder | Chief Operating Officer (Coo) | 130,548 | 0 | 10 May, 2024 |
| Susan Brasse Insley | Chief Operating Officer | 170,273 | 0 | 25 Mar, 2026 |
| Lorin Selby | - | 13,154 | 0 | 01 Jul, 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 |
|---|---|---|---|---|---|---|---|---|
| 26 Mar, 2026 | Sammaad Shams | Common Stock | D | 3,945 | $19.54 | 72,950 | D | S |
| 26 Mar, 2026 | Sammaad Shams | Common Stock | D | 3,945 | $19.54 | 72,950 | D | S |
| 24 Mar, 2026 | Susan Brasse Insley | Common Stock | D | 2,370 | $18.57 | 170,273 | D | S |
| 19 Mar, 2026 | Mariam Sorond | Common Stock | A | 54,704 | $0.00 | 1,314,328 | D | A |
| 19 Mar, 2026 | Susan Brasse Insley | Common Stock | A | 9,726 | $0.00 | 135,211 | D | A |
| 19 Mar, 2026 | Sammaad Shams | Common Stock | A | 5,712 | $0.00 | 68,180 | D | A |
| 19 Mar, 2026 | James S Black | Common Stock | A | 8,862 | $0.00 | 75,641 | D | A |
| 19 Mar, 2026 | Timothy Gray | Common Stock | A | 3,372 | $0.00 | 92,163 | D | A |
| 19 Mar, 2026 | Sammaad Shams | Common Stock | A | 5,712 | $0.00 | 68,180 | D | A |
| 19 Mar, 2026 | Mariam Sorond | Common Stock | A | 54,704 | $0.00 | 1,314,328 | D | A |
| 19 Mar, 2026 | Mariam Sorond | Stock Option (Right to Buy) | A | 724,112 | $0.00 | 724,112 | D | A |
| 19 Mar, 2026 | Mariam Sorond | Stock Option (Right to Buy) | A | 724,112 | $0.00 | 724,112 | D | A |
| 19 Mar, 2026 | James S Black | Common Stock | A | 27,354 | $0.00 | 102,995 | D | A |
| 19 Mar, 2026 | Susan Brasse Insley | Common Stock | A | 41,031 | $0.00 | 176,242 | D | A |
| 19 Mar, 2026 | Sammaad Shams | Common Stock | A | 10,482 | $0.00 | 78,662 | D | A |
| 19 Mar, 2026 | Sammaad Shams | Common Stock | A | 10,482 | $0.00 | 78,662 | D | A |
| 19 Mar, 2026 | Timothy Gray | Common Stock | A | 41,028 | $0.00 | 133,191 | D | A |
| 20 Mar, 2026 | James S Black | Common Stock | D | 6,678 | $17.91 | 96,317 | D | S |
| 20 Mar, 2026 | Sammaad Shams | Common Stock | D | 1,767 | $18.11 | 76,895 | D | S |
| 20 Mar, 2026 | Sammaad Shams | Common Stock | D | 1,767 | $18.11 | 76,895 | D | S |