| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Daniel Joseph Houston | Executive Chairman | 271,613 | 0 | 01 Jul, 2025 |
| Deanna D Strable-Soethout | Chair, President And Ceo | 173,255 | 53,498 | 31 Mar, 2026 |
| Patrick Gregory Halter | President And Ceo Pam | 140,562 | 0 | 01 Apr, 2024 |
| Amy Christine Friedrich | President Benefits Protect | 108,239 | 0 | 31 Mar, 2026 |
| Natalie Lamarque | Evp, General Counsel, And Secr | 100,573 | 0 | 01 Jul, 2025 |
| Wee Yee Cheong | President Asia Middle East | 92,188 | 0 | 31 Mar, 2026 |
| Miller Jocelyn Carter | - | 88,487 | 0 | 31 Mar, 2026 |
| Christopher J Littlefield | President Ris | 75,880 | 0 | 31 Mar, 2026 |
| Kamal Bhatia | President And Ceo Pam | 65,024 | 0 | 31 Mar, 2026 |
| Michael T Dan | - | 54,970 | 0 | 04 Apr, 2023 |
| Vivek Agrawal | Evp Chief Growth Officer | 46,302 | 0 | 31 Mar, 2026 |
| Joel Pitz | Evp Cfo | 43,407 | 2,795 | 31 Mar, 2026 |
| Kathleen B Kay | Evp Chief Information Officer | 43,902 | 0 | 31 Mar, 2026 |
| 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 |
| Roger C Hochschild | - | 39,008 | 0 | 31 Mar, 2026 |
| Blair Pickerell | - | 37,371 | 0 | 31 Mar, 2026 |
| Sandra L Helton | - | 35,747 | 0 | 21 Oct, 2022 |
| Scott Mills | - | 33,712 | 0 | 31 Mar, 2026 |
| Renee V. Schaaf | President Ris | 32,278 | 0 | 17 Aug, 2022 |
| Diane C Nordin | - | 28,945 | 0 | 27 Mar, 2026 |
| Luis E. Valdes | Executive Chairman, Latam | 27,668 | 0 | 22 Dec, 2023 |
| Jonathan Auerbach | - | 20,611 | 0 | 31 Mar, 2026 |
| George Djurasovic | Interim General Counsel | 19,335 | 0 | 31 Mar, 2026 |
| Clare Stack Richer | - | 19,095 | 0 | 31 Mar, 2026 |
| Mary E. Beams | - | 14,677 | 0 | 31 Mar, 2026 |
| Alfredo Rivera | - | 14,219 | 0 | 31 Mar, 2026 |
| Claudio Muruzabal | - | 11,327 | 0 | 31 Mar, 2026 |
| H Elizabeth Mitchell | - | 10,945 | 0 | 31 Mar, 2026 |
| Mark S. Lagomarcino | Svp, General Counsel Secty | 10,818 | 0 | 28 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 27 Mar, 2026 | Scott Mills | Common Stock | A | 307 | $0.00 | 33,712 | D | A |
| 27 Mar, 2026 | H Elizabeth Mitchell | Common Stock | A | 100 | $0.00 | 10,945 | D | A |
| 27 Mar, 2026 | Mary E. Beams | Common Stock | A | 134 | $0.00 | 14,677 | D | A |
| 27 Mar, 2026 | Kamal Bhatia | Common Stock | A | 509 | $0.00 | 65,024 | D | A |
| 27 Mar, 2026 | Roger C Hochschild | Common Stock | A | 355 | $0.00 | 39,008 | D | A |
| 27 Mar, 2026 | Amy Christine Friedrich | Common Stock | A | 707 | $0.00 | 108,239 | D | A |
| 27 Mar, 2026 | Christopher J Littlefield | Common Stock | A | 660 | $0.00 | 75,880 | D | A |
| 27 Mar, 2026 | Vivek Agrawal | Common Stock | A | 278 | $0.00 | 46,302 | D | A |
| 27 Mar, 2026 | Blair Pickerell | Common Stock | A | 340 | $0.00 | 37,371 | D | A |
| 27 Mar, 2026 | Joel Pitz | Common Stock | A | 278 | $0.00 | 43,407 | 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 | Jonathan Auerbach | Common Stock | A | 203 | $0.00 | 20,611 | D | A |
| 27 Mar, 2026 | George Djurasovic | Common Stock | A | 176 | $0.00 | 19,335 | D | A |
| 27 Mar, 2026 | Alfredo Rivera | Common Stock | A | 144 | $0.00 | 14,219 | D | A |
| 27 Mar, 2026 | Miller Jocelyn Carter | Common Stock | A | 805 | $0.00 | 88,487 | D | A |
| 27 Mar, 2026 | Clare Stack Richer | Common Stock | A | 174 | $0.00 | 19,095 | D | A |
| 27 Mar, 2026 | Kathleen B Kay | Common Stock | A | 469 | $0.00 | 43,902 | D | A |
| 27 Mar, 2026 | Deanna D Strable-Soethout | Common Stock | A | 680 | $0.00 | 173,255 | D | A |
| 27 Mar, 2026 | Kenneth A. Mccullum | Common Stock | A | 88 | $0.00 | 40,996 | D | A |