| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James Louis Singleton | - | 1,189 | 0 | 03 Mar, 2026 |
| Alexander W Pease | Chief Financial Officer | 67,318 | 0 | 03 Mar, 2026 |
| Nando Cesarone | - | 1,189 | 0 | 03 Mar, 2026 |
| Jill Easterbrook | - | 1,189 | 0 | 03 Mar, 2026 |
| Renata Ribeiro | - | 1,789 | 0 | 03 Mar, 2026 |
| Angus Cockburn | - | 2,189 | 0 | 03 Mar, 2026 |
| Brendan Horgan | Chief Executive Officer | 727,401 | 0 | 03 Mar, 2026 |
| Barbara Clark | Svp Chief Accounting Officer | 36,341 | 0 | 03 Mar, 2026 |
| Roy Twite | - | 2,739 | 0 | 03 Mar, 2026 |
| Lynne Fuller-Andrews | Evp General Counsel | 36,459 | 0 | 03 Mar, 2026 |
| Brad Lull | Evp, Strategy Business Dev | 82,785 | 0 | 03 Mar, 2026 |
| John Washburn | Chief Operating Officer | 73,606 | 0 | 03 Mar, 2026 |
| Paul Ashton Walker | - | 15,189 | 0 | 03 Mar, 2026 |
| Kyle Horgan | Executive Vp, Specialty | 91,960 | 0 | 03 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Mar, 2026 | James Louis Singleton | Common Stock | A | 1,189 | - | 1,189 | D | A |
| 27 Feb, 2026 | John Washburn | Common Stock | A | 42,239 | - | 42,239 | D | A |
| 27 Feb, 2026 | Lynne Fuller-Andrews | Common Stock | D | 1 | - | 0 | D | D |
| 27 Feb, 2026 | Renata Ribeiro | Common Stock | A | 600 | - | 600 | D | A |
| 02 Mar, 2026 | Jill Easterbrook | Common Stock | A | 1,189 | - | 1,189 | D | A |
| 27 Feb, 2026 | Alexander W Pease | Common Stock | A | 22,477 | - | 22,477 | D | A |
| 27 Feb, 2026 | Roy Twite | Common Stock | A | 1,550 | - | 1,550 | D | A |
| 27 Feb, 2026 | Angus Cockburn | Common Stock | A | 1,000 | - | 1,000 | D | A |
| 27 Feb, 2026 | Brad Lull | Common Stock | A | 53,706 | - | 53,706 | D | A |
| 27 Feb, 2026 | Roy Twite | Common Stock | A | 1,550 | - | 1,550 | D | A |
| 27 Feb, 2026 | John Washburn | Common Stock | A | 42,239 | - | 42,239 | D | A |
| 27 Feb, 2026 | Kyle Horgan | Common Stock | A | 64,580 | - | 64,580 | D | A |
| 02 Mar, 2026 | Nando Cesarone | Common Stock | A | 1,189 | - | 1,189 | D | A |
| 27 Feb, 2026 | Roy Twite | Common Stock | A | 1,550 | - | 1,550 | D | A |
| 27 Feb, 2026 | Paul Ashton Walker | Common Stock | A | 14,000 | - | 14,000 | D | A |
| 27 Feb, 2026 | Brendan Horgan | Common Stock | A | 469,979 | - | 469,979 | D | A |
| 27 Feb, 2026 | John Washburn | Common Stock | A | 42,239 | - | 42,239 | D | A |
| 27 Feb, 2026 | Barbara Clark | Common Stock | A | 22,412 | - | 22,412 | D | A |
| 27 Feb, 2026 | Paul Ashton Walker | Common Stock | A | 14,000 | - | 14,000 | D | A |
| 27 Feb, 2026 | Paul Ashton Walker | Common Stock | A | 14,000 | - | 14,000 | D | A |