| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Miller Jocelyn Carter | - | 88,487 | 0 | 31 Mar, 2026 |
| Sandra L Helton | - | 35,747 | 0 | 21 Oct, 2022 |
| Christopher J Littlefield | President Ris | 75,880 | 0 | 31 Mar, 2026 |
| Roger C Hochschild | - | 39,008 | 0 | 31 Mar, 2026 |
| Michael T Dan | - | 54,970 | 0 | 04 Apr, 2023 |
| Mary E. Beams | - | 14,677 | 0 | 31 Mar, 2026 |
| Deanna D Strable-Soethout | Chair, President And Ceo | 173,255 | 53,498 | 31 Mar, 2026 |
| H Elizabeth Mitchell | - | 10,945 | 0 | 31 Mar, 2026 |
| Blair Pickerell | - | 37,371 | 0 | 31 Mar, 2026 |
| Daniel Joseph Houston | Executive Chairman | 271,613 | 0 | 01 Jul, 2025 |
| Diane C Nordin | - | 28,945 | 0 | 27 Mar, 2026 |
| Clare Stack Richer | - | 19,095 | 0 | 31 Mar, 2026 |
| Luis E. Valdes | Executive Chairman, Latam | 27,668 | 0 | 22 Dec, 2023 |
| Scott Mills | - | 33,712 | 0 | 31 Mar, 2026 |
| Patrick Gregory Halter | President And Ceo Pam | 140,562 | 0 | 01 Apr, 2024 |
| Jonathan Auerbach | - | 20,611 | 0 | 31 Mar, 2026 |
| Alfredo Rivera | - | 14,219 | 0 | 31 Mar, 2026 |
| Amy Christine Friedrich | President Benefits Protect | 108,239 | 0 | 31 Mar, 2026 |
| Kamal Bhatia | President And Ceo Pam | 65,024 | 0 | 31 Mar, 2026 |
| Kathleen B Kay | Evp Chief Information Officer | 43,902 | 0 | 31 Mar, 2026 |
| Renee V. Schaaf | President Ris | 32,278 | 0 | 17 Aug, 2022 |
| Kenneth A. Mccullum | Evp Chief Risk Officer | 40,996 | 0 | 31 Mar, 2026 |
| Roberto Walker | Evp, Principal Latin American | 40,433 | 0 | 05 Jul, 2023 |
| Wee Yee Cheong | President Asia Middle East | 92,188 | 0 | 31 Mar, 2026 |
| Claudio Muruzabal | - | 11,327 | 0 | 31 Mar, 2026 |
| Mark S. Lagomarcino | Svp, General Counsel Secty | 10,818 | 0 | 28 Jun, 2022 |
| Natalie Lamarque | Evp, General Counsel, And Secr | 100,573 | 0 | 01 Jul, 2025 |
| George Djurasovic | Interim General Counsel | 19,335 | 0 | 31 Mar, 2026 |
| Vivek Agrawal | Evp Chief Growth Officer | 46,302 | 0 | 31 Mar, 2026 |
| Joel Pitz | Evp Cfo | 43,407 | 2,795 | 31 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 |
|---|---|---|---|---|---|---|---|---|
| 27 Mar, 2026 | George Djurasovic | Common Stock | A | 176 | $0.00 | 19,335 | D | A |
| 27 Mar, 2026 | Miller Jocelyn Carter | Common Stock | A | 805 | $0.00 | 88,487 | D | A |
| 27 Mar, 2026 | Kamal Bhatia | Common Stock | A | 509 | $0.00 | 65,024 | D | A |
| 27 Mar, 2026 | Kathleen B Kay | Common Stock | A | 469 | $0.00 | 43,902 | D | A |
| 27 Mar, 2026 | Vivek Agrawal | Common Stock | A | 278 | $0.00 | 46,302 | D | A |
| 27 Mar, 2026 | Christopher J Littlefield | Common Stock | A | 660 | $0.00 | 75,880 | D | A |
| 27 Mar, 2026 | Claudio Muruzabal | Common Stock | A | 124 | $0.00 | 11,327 | D | A |
| 27 Mar, 2026 | Wee Yee Cheong | Common Stock | A | 667 | $0.00 | 92,188 | D | A |
| 27 Mar, 2026 | Blair Pickerell | Common Stock | A | 340 | $0.00 | 37,371 | D | A |
| 27 Mar, 2026 | Clare Stack Richer | Common Stock | A | 174 | $0.00 | 19,095 | D | A |
| 27 Mar, 2026 | Clare Stack Richer | Common Stock | A | 174 | $0.00 | 19,095 | D | A |
| 27 Mar, 2026 | Deanna D Strable-Soethout | Common Stock | A | 680 | $0.00 | 173,255 | D | A |
| 27 Mar, 2026 | Deanna D Strable-Soethout | Common Stock | A | 680 | $0.00 | 173,255 | D | A |
| 27 Mar, 2026 | Joel Pitz | Common Stock | A | 278 | $0.00 | 43,407 | D | A |
| 27 Mar, 2026 | Joel Pitz | Common Stock | A | 278 | $0.00 | 43,407 | D | A |
| 27 Mar, 2026 | Alfredo Rivera | Common Stock | A | 144 | $0.00 | 14,219 | D | A |
| 27 Mar, 2026 | Blair Pickerell | Common Stock | A | 340 | $0.00 | 37,371 | D | A |
| 27 Mar, 2026 | Jonathan Auerbach | Common Stock | A | 203 | $0.00 | 20,611 | D | A |
| 27 Mar, 2026 | Alfredo Rivera | Common Stock | A | 144 | $0.00 | 14,219 | D | A |
| 27 Mar, 2026 | Amy Christine Friedrich | Common Stock | A | 707 | $0.00 | 108,239 | D | A |