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