| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert Falzon | Evp And Vice Chairman | 239,477 | 0 | 04 Mar, 2025 |
| Charles F Lowrey | Chairman Of The Board | 219,275 | 0 | 03 Mar, 2026 |
| Scott Sleyster | Executive Vice President | 78,433 | 0 | 02 Mar, 2022 |
| George P Jr. Waldeck | Executive Vice President | 69,833 | 0 | 03 Mar, 2026 |
| Caroline Feeney | Executive Vice President | 65,125 | 0 | 11 Feb, 2026 |
| Lucien Alziari | Executive Vice President | 54,007 | 0 | 04 Mar, 2025 |
| Andrew F Sullivan | Chief Executive Officer | 50,216 | 0 | 03 Mar, 2026 |
| Karl J Krapek | - | 38,455 | 0 | 11 May, 2023 |
| Ann M Kappler | Evp And General Counsel | 35,639 | 0 | 03 Mar, 2026 |
| Kenneth Tanji | Evp And Cfo | 24,067 | 0 | 04 Mar, 2024 |
| Yanela Frias | Evp And Cfo | 22,794 | 0 | 03 Mar, 2026 |
| Stacey Goodman | Executive Vice President | 22,027 | 0 | 04 Mar, 2024 |
| Timothy L Schmidt | Senior Vice President | 20,309 | 0 | 03 Mar, 2026 |
| Candace Woods | Senior Vice President | 16,504 | 0 | 02 Mar, 2023 |
| Christine A Poon | - | 11,583 | 0 | 15 May, 2025 |
| Nicholas C Silitch | Senior Vice President | 11,370 | 0 | 07 Mar, 2022 |
| Robert Axel | Svp And Controller | 10,545 | 0 | 04 Mar, 2025 |
| Vicki Walia | Executive Vice President | 5,237 | 0 | 03 Mar, 2026 |
| Robert E Boyle | Senior Vice President | 5,125 | 0 | 03 Mar, 2026 |
| Scott Sleyster | Executive Vice President | 0 | 2,092 | 11 Feb, 2022 |
| Scott Case | Executive Vice President | 1,766 | 0 | 03 Mar, 2026 |
| Jacques Chappuis | Executive Vice President | 1,000 | 0 | 09 Feb, 2026 |
| Gilbert F Casellas | - | 500 | 0 | 15 May, 2025 |
| Joseph J Wolk | - | 400 | 0 | 12 Feb, 2026 |
| Thomas D Stoddard | - | 250 | 0 | 18 Feb, 2026 |
| Sibio Carmine Di | - | 200 | 0 | 24 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | Sibio Carmine Di | Notional Shares - Mandatory | A | 20 | $92.34 | 1,391 | D | A |
| 12 Mar, 2026 | Sandra Pianalto | Notional Shares - Mandatory | A | 267 | $92.34 | 17,943 | 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 | Wendy Elizabeth Jones | Notional Shares - Mandatory | A | 144 | $92.34 | 9,652 | 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 | Martina Hundmejean | Notional Shares - Mandatory | A | 224 | $92.34 | 15,056 | 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 | Christine A Poon | Notional Shares - Mandatory | A | 201 | $92.34 | 13,501 | D | A |
| 12 Mar, 2026 | Sibio Carmine Di | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Gilbert F Casellas | 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 | Sandra Pianalto | Notional Shares - Optional | A | 78 | $92.34 | 5,285 | D | A |
| 12 Mar, 2026 | Martina Hundmejean | Notional Shares - Optional | A | 392 | $92.34 | 26,313 | D | A |
| 12 Mar, 2026 | Christine A Poon | Notional Shares - Optional | A | 61 | $92.34 | 4,144 | D | A |
| 12 Mar, 2026 | Sandra Pianalto | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Christine A Poon | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 12 Mar, 2026 | Martina Hundmejean | 2025 Restricted Stock Units | A | 26 | $92.34 | 1,765 | D | A |
| 06 Mar, 2026 | Andrew F Sullivan | Deferred Compensation Shares | A | 2,329 | $97.12 | 12,111 | D | A |
| 28 Feb, 2026 | George P Jr. Waldeck | Common Stock | A | 1,768 | $0.00 | 67,665 | D | M |