| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John L Davies | - | 11,042 | 0 | 20 Sep, 2024 |
| Andrews S Hedden | Evp, General Counsel | 80,045 | 0 | 03 Oct, 2024 |
| James W Barge | - | 35,667 | 0 | 19 Sep, 2025 |
| Margaret A Williams | - | 18,591 | 0 | 19 Sep, 2023 |
| Kenneth J Cleary | Chief Financial Officer | 28,456 | 0 | 25 Sep, 2023 |
| Warwick Peter | President Ceo | 137,922 | 0 | 17 Jul, 2025 |
| Andres A Alonso | - | 21,189 | 0 | 19 Sep, 2025 |
| David John Young | - | 18,877 | 0 | 20 Sep, 2024 |
| Iole Lucchese | Evp Chief Strategy Officer | 0 | 579,247 | 18 Apr, 2024 |
| Rose Else-Mitchell | Evp, President, Education Sol. | 24,715 | 0 | 26 Sep, 2022 |
| Paul Hukkanen | Svp, Chief Acct Off | 13,620 | 0 | 27 Mar, 2026 |
| Anne Clarke Wolff | - | 5,312 | 0 | 19 Sep, 2025 |
| Mary Beech | Evp, Chief Marketing Officer | 14,128 | 0 | 16 Mar, 2022 |
| Sasha Quinton | Evp, Pres Schl Reading Events | 53,828 | 0 | 02 Oct, 2025 |
| Robert Louis Dumont | - | 15,162 | 0 | 19 Sep, 2025 |
| Verdell Walker | - | 14,839 | 0 | 19 Sep, 2025 |
| Milena Alberti-Perez | - | 5,312 | 0 | 19 Sep, 2025 |
| Linda Li | - | 13,696 | 0 | 19 Sep, 2025 |
| Haji Glover | Evp Chief Financial Officer | 25,322 | 0 | 25 Mar, 2026 |
| Elizabeth Polcari | Evp, President, Education Sol. | 42,159 | 0 | 03 Oct, 2024 |
| Kaya Henderson | - | 10,363 | 0 | 19 Sep, 2025 |
| Alix Guerrier | - | 10,363 | 0 | 19 Sep, 2025 |
| Jeffrey Mathews | Evp, Chief Growth Officer | 65,684 | 0 | 25 Sep, 2025 |
| Chris Lick | Evp, General Counsel | 12,574 | 0 | 02 Oct, 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Mar, 2026 | Paul Hukkanen | Common Stock | A | 10,000 | $21.03 | 23,620 | D | M |
| 25 Mar, 2026 | Paul Hukkanen | Common Stock | D | 10,000 | $39.40 | 13,620 | D | S |
| 25 Mar, 2026 | Paul Hukkanen | Employee Stock Options (right to buy) | D | 10,000 | $0.00 | 0 | D | M |
| 22 Jan, 2026 | Haji Glover | Common Stock | D | 422 | $34.78 | 25,322 | D | F |
| 01 Oct, 2025 | Iole Lucchese | Common Stock | D | 2,981 | $27.69 | 105,032 | D | F |
| 01 Oct, 2025 | Paul Hukkanen | Common Stock | D | 399 | $27.69 | 13,620 | D | F |
| 01 Oct, 2025 | Sasha Quinton | Common Stock | D | 1,493 | $27.69 | 53,828 | D | F |
| 01 Oct, 2025 | Chris Lick | Common Stock | D | 176 | $27.69 | 12,574 | D | F |
| 01 Oct, 2025 | Haji Glover | Common Stock | D | 1,170 | $27.69 | 25,744 | D | F |
| 26 Sep, 2025 | Sasha Quinton | Common Stock | D | 849 | $26.80 | 55,321 | D | F |
| 26 Sep, 2025 | Paul Hukkanen | Common Stock | D | 291 | $26.80 | 14,019 | D | F |
| 26 Sep, 2025 | Chris Lick | Common Stock | D | 147 | $26.80 | 12,750 | D | F |
| 26 Sep, 2025 | Iole Lucchese | Common Stock | D | 1,582 | $26.80 | 108,013 | D | F |
| 23 Sep, 2025 | Iole Lucchese | Common Stock | A | 20,946 | $25.78 | 109,595 | D | A |
| 23 Sep, 2025 | Haji Glover | Common Stock | A | 14,546 | $25.78 | 26,914 | D | A |
| 23 Sep, 2025 | Jeffrey Mathews | Common Stock | A | 14,313 | $25.78 | 65,684 | D | A |
| 23 Sep, 2025 | Paul Hukkanen | Common Stock | A | 4,654 | $25.78 | 14,310 | D | A |
| 23 Sep, 2025 | Sasha Quinton | Common Stock | A | 18,038 | $25.78 | 56,170 | D | A |
| 23 Sep, 2025 | Chris Lick | Common Stock | A | 9,309 | $25.78 | 12,897 | D | A |
| 22 Sep, 2025 | Paul Hukkanen | Common Stock | D | 255 | $25.01 | 9,656 | D | F |