As of June 06, 2026, the three largest insider holders of O are Sumit Roy (President, Ceo Director, 458.15K shares), Michael D Mckee (Director, 140.83K shares), Mark E Hagan (Evp, Chief Investment Officer, 109.29K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael D Mckee | - | 0 | 140,832 | 15 May, 2025 |
| Michael R Pfeiffer | Evp, Chief Admin. Officer | 42,415 | 0 | 01 Jul, 2021 |
| Gerardo I Lopez | - | 31,632 | 0 | 15 May, 2025 |
| Ronald Merriman | - | 0 | 30,075 | 25 May, 2023 |
| Jeff A Jacobson | - | 11,632 | 0 | 15 May, 2025 |
| Gregory Mclaughlin | - | 0 | 34,993 | 01 Apr, 2026 |
| Priya Cherian Huskins | - | 0 | 51,032 | 15 May, 2025 |
| Christie B. Kelly | Evp, Cfo Treasurer | 28,822 | 0 | 03 Jan, 2024 |
| Sumit Roy | President, Ceo Director | 458,147 | 0 | 19 Feb, 2026 |
| A. Larry Chapman | - | 0 | 8,889 | 15 May, 2025 |
| Sean Nugent | Svp, Controller | 20,691 | 0 | 14 Feb, 2024 |
| Neale Redington | - | 23,858 | 0 | 19 Feb, 2026 |
| Neil Abraham | Evp, Chief Strategy Officer | 103,548 | 0 | 19 Feb, 2026 |
| Mary Hogan Preusse | - | 19,211 | 0 | 01 Oct, 2025 |
| Gregory J. Whyte | Evp, Chief Operating Officer | 34,923 | 0 | 19 Feb, 2026 |
| Reginald Harold Gilyard | - | 11,633 | 0 | 15 May, 2025 |
| Mark E Hagan | Evp, Chief Investment Officer | 109,288 | 0 | 19 Feb, 2026 |
| Michelle Bushore | - | 67,641 | 0 | 02 Apr, 2026 |
| Priscilla Almodovar | - | 21,965 | 0 | 15 May, 2025 |
| Jacqueline Valerie Brady | - | 16,280 | 0 | 03 Jun, 2024 |
| Shannon Kehle | Evp, Chief People Officer | 27,683 | 0 | 19 Feb, 2026 |
| Jonathan Pong | Evp, Cfo Treasurer | 43,291 | 0 | 19 Feb, 2026 |
| Kimberly Hourihan | - | 3,399 | 0 | 15 Oct, 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Apr, 2026 | Michelle Bushore | Common Stock | D | 7,400 | $62.42 | 67,641 | D | S |
| 01 Apr, 2026 | Gregory Mclaughlin | Common Stock | D | 3,275 | $61.87 | 34,993 | I | S |
| 26 Feb, 2026 | Michelle Bushore | Common Stock | A | 7,698 | $0.00 | 75,041 | D | A |
| 17 Feb, 2026 | Michelle Bushore | Common Stock | A | 24,290 | $0.00 | 66,318 | D | A |
| 17 Feb, 2026 | Gregory J. Whyte | Common Stock | A | 22,652 | $0.00 | 34,059 | D | A |
| 17 Feb, 2026 | Neale Redington | Common Stock | A | 10,753 | $0.00 | 23,858 | D | A |
| 17 Feb, 2026 | Mark E Hagan | Common Stock | A | 30,194 | $0.00 | 106,896 | D | A |
| 17 Feb, 2026 | Neale Redington | Common Stock | A | 10,753 | $0.00 | 23,858 | D | A |
| 17 Feb, 2026 | Gregory J. Whyte | Common Stock | A | 22,652 | $0.00 | 34,059 | D | A |
| 17 Feb, 2026 | Jonathan Pong | Common Stock | A | 7,110 | $0.00 | 43,291 | D | A |
| 17 Feb, 2026 | Sumit Roy | Common Stock | A | 103,792 | $0.00 | 452,302 | D | A |
| 17 Feb, 2026 | Shannon Kehle | Common Stock | A | 4,872 | $0.00 | 26,738 | D | A |
| 17 Feb, 2026 | Neil Abraham | Common Stock | A | 30,654 | $0.00 | 101,107 | D | A |
| 17 Feb, 2026 | Neil Abraham | Common Stock | D | 8,265 | $66.49 | 92,842 | D | F |
| 17 Feb, 2026 | Michelle Bushore | Common Stock | D | 6,551 | $66.49 | 59,767 | D | F |
| 17 Feb, 2026 | Gregory J. Whyte | Common Stock | D | 6,114 | $66.49 | 27,945 | D | F |
| 17 Feb, 2026 | Shannon Kehle | Common Stock | D | 1,311 | $66.49 | 25,427 | D | F |
| 17 Feb, 2026 | Gregory J. Whyte | Common Stock | D | 6,114 | $66.49 | 27,945 | D | F |
| 17 Feb, 2026 | Mark E Hagan | Common Stock | D | 8,141 | $66.49 | 98,755 | D | F |
| 17 Feb, 2026 | Sumit Roy | Common Stock | D | 28,002 | $66.49 | 424,300 | D | F |