| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James A Squires | 60,907 | 0 | 31 Jan, 2023 | |
| Clyde H Jr Allison | Vice President And Controller | 43,433 | 0 | 01 Feb, 2022 |
| Alan H. Shaw | 35,045 | 0 | 30 Sep, 2024 | |
| Mark R George | President Ceo | 21,165 | 0 | 03 Feb, 2026 |
| Claude Mongeau | 0 | 20,000 | 31 May, 2024 | |
| Ann A Adams | Evp Chief Transform. Officer | 19,779 | 0 | 01 Feb, 2024 |
| Claude Mongeau | 14,350 | 0 | 02 Jun, 2021 | |
| Sameh Fahmy | 12,000 | 0 | 06 Nov, 2025 | |
| Richard H Anderson | 0 | 7,000 | 28 Oct, 2025 | |
| John F Orr | Evp Chief Operating Officer | 6,291 | 0 | 03 Feb, 2026 |
| Michael D Lockhart | 6,012 | 0 | 30 Jan, 2024 | |
| Thomas D Jr Bell | 5,920 | 0 | 30 Jan, 2024 | |
| Steven F Leer | 5,220 | 0 | 30 Jan, 2024 | |
| Claiborne L Moore | Vice President Controller | 4,970 | 0 | 03 Feb, 2026 |
| Jason Andrew Zampi | Evp Cfo | 4,145 | 0 | 03 Feb, 2026 |
| Gilbert H Lamphere | 3,647 | 0 | 03 Feb, 2026 | |
| John C Jr Huffard | 0 | 3,398 | 31 May, 2024 | |
| Claude E Elkins | Evp Chief Commercial Officer | 3,365 | 0 | 03 Feb, 2026 |
| Cynthia M Sanborn | Evp Chief Operating Officer | 2,791 | 0 | 01 Feb, 2022 |
| Paul B Duncan | Evp Chief Operating Officer | 2,621 | 0 | 04 Mar, 2024 |
| Lorri J Kleine | Svp Chief Legal Officer | 2,563 | 0 | 01 Feb, 2022 |
| Thomas Colm Kelleher | 2,282 | 0 | 05 Jun, 2024 | |
| Anil Bhatt | Evp Cido | 2,039 | 0 | 03 Feb, 2026 |
| Nabanita C Nag | Evp Corp Affairs, Clocorp Sec | 1,488 | 0 | 31 Jul, 2024 |
| James A Squires | 0 | 1,001 | 12 Dec, 2022 | |
| Mitchell E Daniels | 720 | 0 | 31 Jan, 2022 | |
| William Jr. Clyburn | 405 | 0 | 08 Dec, 2025 | |
| Francesca A. Debiase | 350 | 0 | 31 Jul, 2024 | |
| Jennifer F. Scanlon | 0 | 42 | 15 Sep, 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 |
|---|---|---|---|---|---|---|---|---|
| 20 Feb, 2026 | Francesca A. Debiase | Restricted Stock Units | A | 9 | $315.72 | 2,138 | D | A |
| 20 Feb, 2026 | Christopher T Jones | Restricted Stock Units | A | 22 | $315.72 | 5,252 | D | A |
| 20 Feb, 2026 | Sameh Fahmy | 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 | Mary Kathryn Heitkamp | Restricted Stock Units | A | 8 | $315.72 | 1,819 | 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 | Gilbert H Lamphere | Restricted Stock Units | A | 3 | $315.72 | 625 | D | A |
| 20 Feb, 2026 | Phillip S Davidson | Restricted Stock Units | A | 11 | $315.72 | 2,510 | D | A |
| 20 Feb, 2026 | William Jr. Clyburn | 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 | 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 | 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 |
| 30 Jan, 2026 | Richard H Anderson | Restricted Stock Units | A | 968 | - | 2,359 | D | A |
| 30 Jan, 2026 | Gilbert H Lamphere | Common Stock | A | 700 | $0.00 | 3,647 | D | M |
| 30 Jan, 2026 | Jason Andrew Zampi | Common Stock | A | 673 | $0.00 | 4,037 | D | M |
| 30 Jan, 2026 | John F Orr | Common Stock | A | 803 | $0.00 | 5,999 | D | M |
| 30 Jan, 2026 | Claude E Elkins | Common Stock | A | 777 | $0.00 | 3,194 | D | M |