| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Iole Lucchese | Evp Chief Strategy Officer | 0 | 579,247 | 18 Apr, 2024 |
| Warwick Peter | President Ceo | 137,922 | 0 | 17 Jul, 2025 |
| Iole Lucchese | Evp Chief Strategy Officer | 105,032 | 0 | 02 Oct, 2025 |
| Andrews S Hedden | Evp, General Counsel | 80,045 | 0 | 03 Oct, 2024 |
| Jeffrey Mathews | Evp, Chief Growth Officer | 65,684 | 0 | 25 Sep, 2025 |
| Sasha Quinton | Evp, Pres Schl Reading Events | 53,828 | 0 | 02 Oct, 2025 |
| Elizabeth Polcari | Evp, President, Education Sol. | 42,159 | 0 | 03 Oct, 2024 |
| James W Barge | - | 35,667 | 0 | 19 Sep, 2025 |
| Kenneth J Cleary | Chief Financial Officer | 28,456 | 0 | 25 Sep, 2023 |
| Haji Glover | Evp Chief Financial Officer | 25,322 | 0 | 25 Mar, 2026 |
| Rose Else-Mitchell | Evp, President, Education Sol. | 24,715 | 0 | 26 Sep, 2022 |
| Andres A Alonso | - | 21,189 | 0 | 19 Sep, 2025 |
| David John Young | - | 18,877 | 0 | 20 Sep, 2024 |
| Margaret A Williams | - | 18,591 | 0 | 19 Sep, 2023 |
| Robert Louis Dumont | - | 15,162 | 0 | 19 Sep, 2025 |
| Verdell Walker | - | 14,839 | 0 | 19 Sep, 2025 |
| Mary Beech | Evp, Chief Marketing Officer | 14,128 | 0 | 16 Mar, 2022 |
| Linda Li | - | 13,696 | 0 | 19 Sep, 2025 |
| Paul Hukkanen | Svp, Chief Acct Off | 13,620 | 0 | 27 Mar, 2026 |
| Chris Lick | Evp, General Counsel | 12,574 | 0 | 02 Oct, 2025 |
| John L Davies | - | 11,042 | 0 | 20 Sep, 2024 |
| Alix Guerrier | - | 10,363 | 0 | 19 Sep, 2025 |
| Kaya Henderson | - | 10,363 | 0 | 19 Sep, 2025 |
| Anne Clarke Wolff | - | 5,312 | 0 | 19 Sep, 2025 |
| Milena Alberti-Perez | - | 5,312 | 0 | 19 Sep, 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 | Paul Hukkanen | Common Stock | D | 399 | $27.69 | 13,620 | D | F |
| 01 Oct, 2025 | Chris Lick | Common Stock | D | 176 | $27.69 | 12,574 | D | F |
| 01 Oct, 2025 | Sasha Quinton | Common Stock | D | 1,493 | $27.69 | 53,828 | D | F |
| 01 Oct, 2025 | Haji Glover | Common Stock | D | 1,170 | $27.69 | 25,744 | D | F |
| 01 Oct, 2025 | Iole Lucchese | Common Stock | D | 2,981 | $27.69 | 105,032 | 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 | Sasha Quinton | Common Stock | A | 18,038 | $25.78 | 56,170 | D | A |
| 23 Sep, 2025 | Jeffrey Mathews | Common Stock | A | 14,313 | $25.78 | 65,684 | D | A |
| 23 Sep, 2025 | Haji Glover | Common Stock | A | 14,546 | $25.78 | 26,914 | D | A |
| 23 Sep, 2025 | Paul Hukkanen | Common Stock | A | 4,654 | $25.78 | 14,310 | D | A |
| 23 Sep, 2025 | Iole Lucchese | Common Stock | A | 20,946 | $25.78 | 109,595 | D | A |
| 23 Sep, 2025 | Chris Lick | Common Stock | A | 9,309 | $25.78 | 12,897 | D | A |
| 22 Sep, 2025 | Iole Lucchese | Common Stock | D | 1,383 | $25.01 | 87,266 | D | F |