| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gilbert F Casellas | - | 500 | 0 | 15 May, 2025 |
| Christine A Poon | - | 11,583 | 0 | 15 May, 2025 |
| Karl J Krapek | - | 38,455 | 0 | 11 May, 2023 |
| Robert Falzon | Evp And Vice Chairman | 239,477 | 0 | 04 Mar, 2025 |
| Ann M Kappler | Evp And General Counsel | 35,639 | 0 | 03 Mar, 2026 |
| Lucien Alziari | Executive Vice President | 54,007 | 0 | 04 Mar, 2025 |
| Jacques Chappuis | Executive Vice President | 1,000 | 0 | 09 Feb, 2026 |
| Charles F Lowrey | Chairman Of The Board | 219,275 | 0 | 03 Mar, 2026 |
| Nicholas C Silitch | Senior Vice President | 11,370 | 0 | 07 Mar, 2022 |
| Scott Sleyster | Executive Vice President | 78,433 | 0 | 02 Mar, 2022 |
| Robert Axel | Svp And Controller | 10,545 | 0 | 04 Mar, 2025 |
| Stacey Goodman | Executive Vice President | 22,027 | 0 | 04 Mar, 2024 |
| Candace Woods | Senior Vice President | 16,504 | 0 | 02 Mar, 2023 |
| Scott Case | Executive Vice President | 1,766 | 0 | 03 Mar, 2026 |
| Joseph J Wolk | - | 400 | 0 | 12 Feb, 2026 |
| Timothy L Schmidt | Senior Vice President | 20,309 | 0 | 03 Mar, 2026 |
| Kenneth Tanji | Evp And Cfo | 24,067 | 0 | 04 Mar, 2024 |
| Andrew F Sullivan | Chief Executive Officer | 50,216 | 0 | 03 Mar, 2026 |
| Caroline Feeney | Executive Vice President | 65,125 | 0 | 11 Feb, 2026 |
| Yanela Frias | Evp And Cfo | 22,794 | 0 | 03 Mar, 2026 |
| Sibio Carmine Di | - | 200 | 0 | 24 Feb, 2025 |
| Vicki Walia | Executive Vice President | 5,237 | 0 | 03 Mar, 2026 |
| Robert E Boyle | Senior Vice President | 5,125 | 0 | 03 Mar, 2026 |
| Thomas D Stoddard | - | 250 | 0 | 18 Feb, 2026 |
| George P Jr. Waldeck | Executive Vice President | 69,833 | 0 | 03 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | Thomas D Stoddard | 7/8/25 Restricted Stock Units | A | 25 | $92.34 | 1,739 | D | A |
| 12 Mar, 2026 | Wendy Elizabeth Jones | Notional Shares - Mandatory | A | 144 | $92.34 | 9,652 | D | A |
| 12 Mar, 2026 | Joseph J Wolk | 9/30/25 Restricted Stock Units | A | 26 | $92.34 | 1,781 | D | A |
| 12 Mar, 2026 | Sandra Pianalto | Notional Shares - Mandatory | A | 267 | $92.34 | 17,943 | D | A |
| 12 Mar, 2026 | Joseph J Wolk | 9/30/25 Restricted Stock Units | A | 26 | $92.34 | 1,781 | D | A |
| 12 Mar, 2026 | Martina Hundmejean | Notional Shares - Mandatory | A | 224 | $92.34 | 15,056 | D | A |
| 12 Mar, 2026 | Andrew F Sullivan | Deferred Compensation Shares | A | 145 | $92.34 | 12,256 | D | A |
| 12 Mar, 2026 | Sibio Carmine Di | Notional Shares - Mandatory | A | 20 | $92.34 | 1,391 | D | A |
| 12 Mar, 2026 | Thomas D Stoddard | 7/8/25 Restricted Stock Units | A | 25 | $92.34 | 1,739 | D | A |
| 12 Mar, 2026 | Gilbert F Casellas | Notional Shares - Mandatory | A | 640 | $92.34 | 42,880 | D | A |
| 12 Mar, 2026 | Andrew F Sullivan | Deferred Compensation Shares | A | 145 | $92.34 | 12,256 | D | A |
| 12 Mar, 2026 | Christine A Poon | Notional Shares - Mandatory | A | 201 | $92.34 | 13,501 | D | A |
| 12 Mar, 2026 | Gilbert F Casellas | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Martina Hundmejean | Notional Shares - Optional | A | 392 | $92.34 | 26,313 | D | A |
| 12 Mar, 2026 | Sandra Pianalto | Notional Shares - Optional | A | 78 | $92.34 | 5,285 | D | A |
| 12 Mar, 2026 | Sibio Carmine Di | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Wendy Elizabeth Jones | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Christine A Poon | Notional Shares - Optional | A | 61 | $92.34 | 4,144 | D | A |
| 12 Mar, 2026 | Martina Hundmejean | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Sandra Pianalto | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |