NTRS's three largest insider shareholders as of June 18, 2026 are Michael O'Grady (Chairman And Ceo, 361.82K shares), Steven L Fradkin (Vice Chairman, 190.57K shares), Thomas A South (Executive Vice President, 96.34K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Martin P Slark | - | 22,335 | 0 | 23 Apr, 2026 |
| Susan Crown | - | 38,684 | 0 | 23 Apr, 2026 |
| Linda Bynoe | - | 32,964 | 0 | 24 Apr, 2025 |
| Steven L Fradkin | Vice Chairman | 0 | 190,567 | 07 Nov, 2025 |
| Siddharth N Mehta | - | 12,461 | 0 | 23 Apr, 2026 |
| Thomas E Richards | - | 14,435 | 0 | 04 Oct, 2021 |
| Charles A Tribbett | - | 35,799 | 0 | 23 Apr, 2026 |
| Donald Thompson | - | 31,337 | 0 | 23 Apr, 2026 |
| Clair Joyce St | Executive Vice President | 0 | 18,952 | 10 Dec, 2021 |
| David Byron Jr Smith | - | 989 | 0 | 23 Apr, 2026 |
| Michael O'Grady | Chairman And Ceo | 0 | 361,818 | 02 Feb, 2026 |
| Becerra Jose Luis Prado | - | 23,565 | 0 | 02 Apr, 2024 |
| Jane Karpinski | Executive Vice President | 27,911 | 0 | 04 Mar, 2025 |
| Susan Cohen Levy | Evp And General Counsel | 59,378 | 0 | 04 Mar, 2026 |
| Peter Cherecwich | Chief Operating Officer | 0 | 26,259 | 27 Jan, 2026 |
| Dean M Harrison | - | 34,515 | 0 | 23 Apr, 2026 |
| Jason J. Tyler | President/Wealth Management | 89,395 | 0 | 04 Mar, 2026 |
| Jay L Henderson | - | 1,902 | 0 | 24 Apr, 2025 |
| Marcy S Klevorn | - | 12,479 | 0 | 02 Apr, 2026 |
| Teresa Parker | President/Asset Servicing | 71,789 | 0 | 01 Aug, 2025 |
| Shundrawn A Thomas | President / Asset Management | 63,800 | 0 | 03 Mar, 2022 |
| Richard Petrino | - | 4,341 | 0 | 23 Apr, 2026 |
| Chandra Dhandapani | - | 6,682 | 0 | 23 Apr, 2026 |
| Thomas A South | Executive Vice President | 96,337 | 0 | 04 Mar, 2026 |
| Lauren E Allnutt | Evp Controller | 5,576 | 0 | 13 Mar, 2023 |
| Mark C Gossett | Executive Vice President | 39,817 | 0 | 04 Mar, 2025 |
| Alexandria Taylor | Chief Administrative Officer | 47,452 | 0 | 04 Mar, 2026 |
| Daniel Gamba | President / Asset Management | 61,848 | 0 | 07 Apr, 2025 |
| John Landers | Controller | 7,814 | 0 | 04 Mar, 2026 |
| Clive Bellows | Co President Asset Servicing | 31,017 | 0 | 04 Mar, 2026 |
| Robert Edward Jr. Moritz | - | 7,920 | 0 | 23 Apr, 2026 |
| Kelley Conway | Executive Vice President | 12,213 | 0 | 13 May, 2025 |
| David W Jr Fox | Evp Chief Financial Officer | 0 | 38,575 | 10 Dec, 2025 |
| Aengus Hallinan | Executive Vice President | 15,836 | 0 | 09 Feb, 2026 |
| Michael Hunstad | President/Asset Management | 25,845 | 0 | 04 Mar, 2026 |
| Guy Gibson | Co President Asset Servicing | 29,332 | 0 | 06 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 |
|---|---|---|---|---|---|---|---|---|
| 21 Apr, 2026 | Richard Petrino | Common Stock | A | 17 | $171.74 | 3,352 | D | A |
| 21 Apr, 2026 | Martin P Slark | Common Stock | A | 35 | $171.74 | 21,346 | D | A |
| 21 Apr, 2026 | Chandra Dhandapani | Common Stock | A | 35 | $171.74 | 5,693 | D | A |
| 21 Apr, 2026 | Charles A Tribbett | Common Stock | A | 989 | $0.00 | 35,799 | D | A |
| 21 Apr, 2026 | Martin P Slark | Common Stock | A | 35 | $171.74 | 21,346 | D | A |
| 21 Apr, 2026 | Dean M Harrison | Common Stock | A | 35 | $171.74 | 33,526 | D | A |
| 21 Apr, 2026 | Donald Thompson | Common Stock | A | 35 | $171.74 | 30,348 | D | A |
| 21 Apr, 2026 | David Byron Jr Smith | Common Stock | A | 989 | $0.00 | 989 | D | A |
| 21 Apr, 2026 | Richard Petrino | Common Stock | A | 17 | $171.74 | 3,352 | D | A |
| 21 Apr, 2026 | Robert Edward Jr. Moritz | Common Stock | A | 989 | $0.00 | 7,920 | D | A |
| 21 Apr, 2026 | Charles A Tribbett | Common Stock | A | 989 | $0.00 | 35,799 | D | A |
| 21 Apr, 2026 | Siddharth N Mehta | Common Stock | A | 35 | $171.74 | 11,472 | D | A |
| 21 Apr, 2026 | Susan Crown | Common Stock Units | A | 35 | $171.74 | 37,695 | D | A |
| 21 Apr, 2026 | Richard Petrino | Common Stock | A | 989 | $0.00 | 4,341 | D | A |
| 21 Apr, 2026 | Martin P Slark | Common Stock | A | 989 | $0.00 | 22,335 | D | A |
| 21 Apr, 2026 | Donald Thompson | Common Stock | A | 989 | $0.00 | 31,337 | D | A |
| 21 Apr, 2026 | Chandra Dhandapani | Common Stock | A | 989 | $0.00 | 6,682 | D | A |
| 21 Apr, 2026 | Siddharth N Mehta | Common Stock | A | 989 | $0.00 | 12,461 | D | A |
| 21 Apr, 2026 | Susan Crown | Common Stock Units | A | 989 | $0.00 | 38,684 | D | A |
| 21 Apr, 2026 | Richard Petrino | Common Stock | A | 989 | $0.00 | 4,341 | D | A |