| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Paul J Sarvadi | Chairman Of The Board Ceo | 474,670 | 997,912 | 19 Mar, 2026 |
| Ellen H Masterson | - | 20,980 | 0 | 11 Mar, 2026 |
| Arthur A Arizpe | President And Coo | 0 | 102,558 | 16 May, 2025 |
| Richard G Rawson | President | 0 | 168,859 | 18 Dec, 2023 |
| Carol R Kaufman | - | 47,067 | 0 | 06 Aug, 2025 |
| Douglas S Sharp | Evp Finance, Cfo Treasurer | 28,516 | 0 | 10 May, 2024 |
| John M Morphy | - | 10,311 | 0 | 22 May, 2025 |
| Philip W Wilmington | - | 4,511 | 0 | 22 May, 2025 |
| Eli Jones | - | 12,847 | 0 | 06 Aug, 2025 |
| Daniel D Herink | Evp Legal, Gen Counsel Sec | 20,599 | 0 | 21 Nov, 2023 |
| Tim Clifford | - | 22,912 | 0 | 18 Aug, 2025 |
| Randall Mehl | - | 25,707 | 0 | 10 Nov, 2025 |
| James D Allison | Evp, Finance, Cfo Treasurer | 94,272 | 0 | 11 Mar, 2026 |
| John L Lumelleau | - | 14,120 | 0 | 22 May, 2025 |
| Latha Ramchand | - | 15,120 | 0 | 06 Aug, 2025 |
| Christian P Callens | Svp Legal, Gen Counsel Sec | 29,600 | 0 | 11 Mar, 2026 |
| Sean Patrick Duffy | Svp, Finance Accounting(Pao) | 22,672 | 0 | 04 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 14,987 | $22.53 | 472,670 | D | P |
| 17 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 14,987 | $22.53 | 472,670 | D | P |
| 17 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 2,000 | $22.98 | 474,670 | D | P |
| 17 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 2,000 | $22.98 | 474,670 | D | P |
| 18 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 160,000 | $23.22 | 972,912 | I | P |
| 18 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 160,000 | $23.22 | 972,912 | I | P |
| 19 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 22,991 | $23.57 | 995,903 | I | P |
| 19 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 22,991 | $23.57 | 995,903 | I | P |
| 19 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 2,009 | $23.93 | 997,912 | I | P |
| 19 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 2,009 | $23.93 | 997,912 | I | P |
| 10 Mar, 2026 | James D Allison | Common Stock | A | 10,000 | $20.45 | 94,272 | D | P |
| 11 Mar, 2026 | Christian P Callens | Common Stock | A | 1,250 | $19.28 | 29,600 | D | P |
| 11 Mar, 2026 | Ellen H Masterson | Common Stock | A | 1,200 | $19.90 | 20,980 | D | P |
| 02 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 33,835 | $0.00 | 466,011 | D | A |
| 02 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 33,835 | $0.00 | 466,011 | D | A |
| 02 Mar, 2026 | Sean Patrick Duffy | Common Stock | A | 11,200 | $0.00 | 23,180 | D | A |
| 02 Mar, 2026 | Christian P Callens | Common Stock | A | 14,665 | $0.00 | 29,154 | D | A |
| 02 Mar, 2026 | Arthur A Arizpe | Common Stock | A | 13,200 | $0.00 | 97,258 | D | A |
| 02 Mar, 2026 | James D Allison | Common Stock | A | 20,535 | $0.00 | 85,515 | D | A |
| 02 Mar, 2026 | Christian P Callens | Common Stock | D | 1,052 | $22.21 | 28,102 | D | F |