| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Steven F Leer | - | 5,220 | 0 | 30 Jan, 2024 |
| Richard H Anderson | - | 0 | 7,000 | 28 Oct, 2025 |
| Gilbert H Lamphere | - | 3,647 | 0 | 03 Feb, 2026 |
| Michael D Lockhart | - | 6,012 | 0 | 30 Jan, 2024 |
| Thomas D Jr Bell | - | 5,920 | 0 | 30 Jan, 2024 |
| James A Squires | Chairman And Ceo | 60,907 | 0 | 31 Jan, 2023 |
| Claude Mongeau | - | 0 | 20,000 | 31 May, 2024 |
| Thomas Colm Kelleher | - | 2,282 | 0 | 05 Jun, 2024 |
| Jennifer F. Scanlon | - | 0 | 84 | 15 Sep, 2022 |
| Clyde H Jr Allison | Vice President And Controller | 43,433 | 0 | 01 Feb, 2022 |
| Mitchell E Daniels | - | 720 | 0 | 31 Jan, 2022 |
| Cynthia M Sanborn | Evp Chief Operating Officer | 2,791 | 0 | 01 Feb, 2022 |
| Alan H. Shaw | President Ceo | 35,045 | 0 | 30 Sep, 2024 |
| Francesca A. Debiase | - | 350 | 0 | 31 Jul, 2024 |
| John C Jr Huffard | - | 0 | 3,398 | 31 May, 2024 |
| Jason Andrew Zampi | Evp Cfo | 4,145 | 0 | 03 Feb, 2026 |
| Ann A Adams | Evp Chief Transform. Officer | 19,779 | 0 | 01 Feb, 2024 |
| Mark R George | President Ceo | 21,165 | 0 | 03 Feb, 2026 |
| John F Orr | Evp Chief Operating Officer | 6,291 | 0 | 03 Feb, 2026 |
| Claude E Elkins | Evp Chief Commercial Officer | 3,365 | 0 | 03 Feb, 2026 |
| Lorri J Kleine | Svp Chief Legal Officer | 2,563 | 0 | 01 Feb, 2022 |
| Claiborne L Moore | Vice President Controller | 4,970 | 0 | 03 Feb, 2026 |
| Nabanita C Nag | Evp Corp Affairs, Clocorp Sec | 1,488 | 0 | 31 Jul, 2024 |
| Paul B Duncan | Evp Chief Operating Officer | 2,621 | 0 | 04 Mar, 2024 |
| William Jr. Clyburn | - | 405 | 0 | 08 Dec, 2025 |
| Sameh Fahmy | - | 12,000 | 0 | 06 Nov, 2025 |
| Anil Bhatt | Evp Cido | 2,039 | 0 | 03 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | John C Jr Huffard | Deferred Stock Units - Dir. Def. Fee Plan | A | 185 | $287.00 | 2,942 | D | A |
| 31 Mar, 2026 | Richard H Anderson | Deferred Stock Units - Dir. Def. Fee Plan | A | 233 | $287.00 | 1,506 | D | A |
| 20 Feb, 2026 | Richard H Anderson | Deferred Stock Units - Dir. Def. Fee Plan | A | 5 | $316.23 | 1,273 | D | A |
| 20 Feb, 2026 | Mary Kathryn Heitkamp | Restricted Stock Units | A | 8 | $315.72 | 1,819 | D | A |
| 20 Feb, 2026 | Francesca A. Debiase | Restricted Stock Units | A | 9 | $315.72 | 2,138 | D | A |
| 20 Feb, 2026 | Gilbert H Lamphere | Restricted Stock Units | A | 3 | $315.72 | 625 | D | A |
| 20 Feb, 2026 | Christopher T Jones | Restricted Stock Units | A | 22 | $315.72 | 5,252 | D | A |
| 20 Feb, 2026 | Lori Ryerkerk | Restricted Stock Units | A | 3 | $315.72 | 1,340 | D | A |
| 20 Feb, 2026 | Sameh Fahmy | Restricted Stock Units | A | 8 | $315.72 | 1,819 | D | A |
| 20 Feb, 2026 | Lori Ryerkerk | Restricted Stock Units | A | 3 | $315.72 | 1,340 | D | A |
| 20 Feb, 2026 | William Jr. Clyburn | Restricted Stock Units | A | 8 | $315.72 | 1,819 | D | A |
| 20 Feb, 2026 | Marcela E Donadio | Restricted Stock Units | A | 37 | $315.72 | 9,322 | D | A |
| 20 Feb, 2026 | John C Jr Huffard | Deferred Stock Units - Dir. Def. Fee Plan | A | 12 | $316.23 | 2,757 | D | A |
| 20 Feb, 2026 | Phillip S Davidson | Restricted Stock Units | A | 11 | $315.72 | 2,510 | D | A |
| 20 Feb, 2026 | Richard H Anderson | Restricted Stock Units | A | 10 | $315.72 | 2,369 | D | A |
| 20 Feb, 2026 | John C Jr Huffard | Restricted Stock Units | A | 22 | $315.72 | 5,252 | D | A |
| 30 Jan, 2026 | Claude E Elkins | Common Stock | A | 777 | $0.00 | 3,194 | D | M |
| 30 Jan, 2026 | Jason Andrew Zampi | Common Stock | A | 673 | $0.00 | 4,037 | D | M |
| 30 Jan, 2026 | Phillip S Davidson | Restricted Stock Units | A | 622 | - | 2,499 | D | A |
| 30 Jan, 2026 | Lori Ryerkerk | Restricted Stock Units | A | 622 | - | 1,336 | D | A |