| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Martin E Jr Stein | Executive Chairman | 272,133 | 0 | 24 Feb, 2026 |
| Martin E Jr Stein | Executive Chairman | 0 | 164,352 | 11 Mar, 2026 |
| Lisa Palmer | President And Ceo | 157,942 | 0 | 17 Feb, 2026 |
| C Ronald Blankenship | - | 112,351 | 0 | 05 Feb, 2026 |
| Martin E Jr Stein | Executive Chairman | 0 | 110,263 | 13 Mar, 2025 |
| Thomas G Wattles | - | 61,197 | 0 | 05 May, 2023 |
| Thomas G Wattles | - | 61,197 | 0 | 05 May, 2023 |
| Michael J Mas | Evp And Cfo | 54,849 | 0 | 17 Feb, 2026 |
| Peter Linneman | - | 53,600 | 0 | 05 Feb, 2026 |
| James D. Thompson | Managing Director | 48,860 | 0 | 28 Mar, 2024 |
| James D. Thompson | Managing Director | 48,860 | 0 | 28 Mar, 2024 |
| Patrick P. Krejs | Managing Director | 47,831 | 0 | 20 Sep, 2021 |
| Nicholas Andrew Wibbenmeyer | W. Regional Pres. Cio | 40,996 | 0 | 17 Feb, 2026 |
| Nicholas Andrew Wibbenmeyer | W. Regional Pres. Cio | 40,996 | 0 | 17 Feb, 2026 |
| Bryce Blair | - | 31,196 | 0 | 07 May, 2025 |
| David P Oconnor | - | 30,342 | 0 | 07 May, 2025 |
| Alan Todd Roth | E. Regional Pres. Coo | 25,519 | 0 | 17 Feb, 2026 |
| Alan Todd Roth | E. Regional Pres. Coo | 25,519 | 0 | 17 Feb, 2026 |
| Karin Klein | - | 23,198 | 0 | 05 Feb, 2026 |
| Michael R Herman | Senior Vp And General Counsel | 21,601 | 0 | 17 Feb, 2026 |
| Deirdre Evens | - | 20,732 | 0 | 07 May, 2025 |
| Terah L Devereaux | Principal Accounting Officer | 19,230 | 0 | 17 Feb, 2026 |
| J Christian Leavitt | Chief Accounting Officer | 0 | 13,917 | 08 Sep, 2021 |
| J Christian Leavitt | Chief Accounting Officer | 13,133 | 0 | 09 Feb, 2023 |
| Thomas W Furphy | - | 12,509 | 0 | 07 May, 2025 |
| James H. Iii Simmons | - | 6,242 | 0 | 07 May, 2025 |
| James H. Iii Simmons | - | 6,242 | 0 | 07 May, 2025 |
| Kristin Ann Campbell | - | 4,990 | 0 | 07 May, 2025 |
| Iaconi Krista C. Di | Managing Director | 4,849 | 0 | 20 Sep, 2021 |
| Gary E Anderson | - | 1,421 | 0 | 07 Aug, 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Mar, 2026 | Martin E Jr Stein | Common Stock | D | 129,490 | $78.33 | 195,892 | I | S |
| 11 Mar, 2026 | Martin E Jr Stein | Common Stock | D | 38,000 | $77.21 | 157,892 | I | S |
| 10 Mar, 2026 | Martin E Jr Stein | Common Stock | A | 6,460 | - | 6,460 | I | A |
| 04 Mar, 2026 | Terah L Devereaux | Restricted Stock Grant | A | 3,173 | $0.00 | 3,173 | D | A |
| 04 Mar, 2026 | Michael R Herman | Restricted Stock Grant | A | 7,215 | $0.00 | 7,215 | D | A |
| 20 Feb, 2026 | Martin E Jr Stein | Common Stock | D | 10,000 | $76.30 | 272,133 | D | S |
| 12 Feb, 2026 | Michael J Mas | Common Stock | A | 26,196 | - | 65,216 | D | M |
| 12 Feb, 2026 | Alan Todd Roth | Common Stock | A | 17,374 | - | 32,365 | D | M |
| 12 Feb, 2026 | Lisa Palmer | Common Stock | A | 82,877 | - | 190,567 | D | M |
| 12 Feb, 2026 | Nicholas Andrew Wibbenmeyer | Common Stock | A | 17,345 | - | 50,414 | D | M |
| 12 Feb, 2026 | Nicholas Andrew Wibbenmeyer | Common Stock | A | 17,345 | - | 50,414 | D | M |
| 12 Feb, 2026 | Martin E Jr Stein | Common Stock | A | 15,247 | - | 288,205 | D | M |
| 12 Feb, 2026 | Terah L Devereaux | Common Stock | A | 3,506 | - | 20,709 | D | M |
| 12 Feb, 2026 | Michael R Herman | Common Stock | A | 7,459 | - | 24,408 | D | M |
| 12 Feb, 2026 | Alan Todd Roth | Common Stock | A | 17,374 | - | 32,365 | D | M |
| 12 Feb, 2026 | Nicholas Andrew Wibbenmeyer | Common Stock | D | 9,418 | $73.40 | 40,996 | D | F |
| 12 Feb, 2026 | Alan Todd Roth | Common Stock | D | 6,846 | $73.40 | 25,519 | D | F |
| 12 Feb, 2026 | Lisa Palmer | Common Stock | D | 32,625 | $73.40 | 157,942 | D | F |
| 12 Feb, 2026 | Martin E Jr Stein | Common Stock | D | 6,072 | $73.40 | 282,133 | D | F |
| 12 Feb, 2026 | Terah L Devereaux | Common Stock | D | 1,479 | $73.40 | 19,230 | D | F |