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