| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David Simon | Ceo/Chairman/President | 1,071,453 | 0 | 04 Mar, 2026 |
| Richard S Sokolov | President And Coo | 278,854 | 0 | 18 Nov, 2025 |
| J Albert Jr Smith | - | 60,167 | 0 | 03 Apr, 2023 |
| Eli Simon | Ceo/President/Coo | 56,455 | 0 | 02 Apr, 2026 |
| Reuben S Leibowitz | - | 54,130 | 0 | 01 Apr, 2026 |
| Brian J. Mcdade | Evp/Cfo | 47,151 | 0 | 04 Mar, 2026 |
| Larry C Glasscock | - | 44,272 | 0 | 01 Apr, 2026 |
| Steven E Fivel | General Counsel | 40,986 | 0 | 02 Apr, 2026 |
| John Rulli | Chief Administrative Officer | 37,487 | 0 | 02 Apr, 2026 |
| Allan B Hubbard | - | 35,077 | 0 | 02 Apr, 2025 |
| Karen N Horn | - | 34,079 | 0 | 03 Apr, 2023 |
| Daniel C. Smith | - | 33,035 | 0 | 01 Apr, 2026 |
| Stefan M Selig | - | 32,483 | 0 | 01 Apr, 2026 |
| Kevin M Kelly | Asst. General Counsel/Sec. | 22,731 | 0 | 02 Apr, 2026 |
| Donald G Frey | Evp, Treasurer | 22,573 | 0 | 02 Apr, 2026 |
| Glyn Aeppel | - | 19,702 | 0 | 01 Apr, 2026 |
| Gary M Rodkin | - | 19,687 | 0 | 01 Apr, 2026 |
| Alexander L.W. Snyder | Asst. General Counsel/Sec. | 16,945 | 0 | 04 Apr, 2023 |
| Marta R Stewart | - | 16,696 | 0 | 01 Apr, 2026 |
| Adam Reuille | Svp Chief Accounting Officer | 16,620 | 0 | 02 Apr, 2026 |
| Matthew A Jackson | Svp, Assistant Treasurer | 9,255 | 0 | 02 Apr, 2026 |
| Peggy Roe | - | 6,885 | 0 | 01 Apr, 2026 |
| Randall J Lewis | - | 5,883 | 0 | 01 Apr, 2026 |
| Nina P Jones | - | 3,067 | 0 | 01 Apr, 2026 |
| Martin J Cicco | - | 299 | 0 | 09 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Donald G Frey | Common Stock | A | 2,721 | - | 23,885 | D | A |
| 01 Apr, 2026 | John Rulli | Common Stock | D | 1,156 | $186.53 | 37,487 | D | F |
| 01 Apr, 2026 | Matthew A Jackson | Common Stock | A | 1,361 | - | 9,702 | D | A |
| 01 Apr, 2026 | Adam Reuille | Common Stock | D | 391 | $186.53 | 16,620 | D | F |
| 01 Apr, 2026 | Eli Simon | Common Stock | D | 2,030 | $186.53 | 56,455 | D | F |
| 01 Apr, 2026 | Kevin M Kelly | Common Stock | A | 1,361 | - | 23,209 | D | A |
| 01 Apr, 2026 | Steven E Fivel | Common Stock | D | 1,048 | $186.53 | 40,986 | D | F |
| 01 Apr, 2026 | Donald G Frey | Common Stock | D | 1,312 | $186.53 | 22,573 | D | F |
| 01 Apr, 2026 | Kevin M Kelly | Common Stock | D | 478 | $186.53 | 22,731 | D | F |
| 01 Apr, 2026 | Matthew A Jackson | Common Stock | D | 447 | $186.53 | 9,255 | D | F |
| 31 Mar, 2026 | Gary M Rodkin | Common Stock | A | 232 | $183.80 | 19,687 | D | P |
| 31 Mar, 2026 | Randall J Lewis | Common Stock | A | 56 | $183.80 | 5,883 | D | P |
| 31 Mar, 2026 | Peggy Roe | Common Stock | A | 81 | $183.80 | 6,885 | D | P |
| 31 Mar, 2026 | Nina P Jones | Common Stock | A | 36 | $183.80 | 3,067 | D | P |
| 31 Mar, 2026 | Glyn Aeppel | Common Stock | A | 221 | $183.80 | 19,702 | D | P |
| 31 Mar, 2026 | Reuben S Leibowitz | Common Stock | A | 491 | $183.80 | 54,130 | D | P |
| 31 Mar, 2026 | Daniel C. Smith | Common Stock | A | 355 | $183.80 | 33,035 | D | P |
| 31 Mar, 2026 | Marta R Stewart | Common Stock | A | 196 | $183.80 | 16,696 | D | P |
| 31 Mar, 2026 | Larry C Glasscock | Common Stock | A | 373 | $183.80 | 44,272 | D | P |
| 31 Mar, 2026 | Stefan M Selig | Common Stock | A | 206 | $183.80 | 32,483 | D | P |