| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Roy A Guthrie | - | 39,763 | 0 | 02 Apr, 2026 |
| Jeffrey G Naylor | - | 64,020 | 0 | 02 Apr, 2026 |
| Deborah G Ellinger | - | 1,546 | 0 | 02 Apr, 2026 |
| Arthur W Jr Coviello | - | 33,341 | 0 | 02 Apr, 2026 |
| Fernando Aguirre | - | 29,459 | 0 | 02 Apr, 2026 |
| Paget Leonard Alves | - | 51,441 | 0 | 02 Apr, 2026 |
| Ellen M Zane | - | 31,426 | 0 | 02 Apr, 2026 |
| P.W. Parker | - | 33,672 | 0 | 02 Apr, 2026 |
| Will W Graylin | - | 59,924 | 0 | 15 Aug, 2022 |
| Olympia J. Snowe | - | 31,402 | 0 | 16 May, 2022 |
| Margaret M Keane | - | 906,375 | 0 | 22 Feb, 2023 |
| Brian D Doubles | - | 942,058 | 0 | 19 Feb, 2026 |
| Henry F Greig | - | 217,391 | 0 | 15 Nov, 2022 |
| Jonathan S Mothner | - | 172,447 | 0 | 03 Mar, 2026 |
| David P Melito | - | 15,782 | 0 | 17 May, 2024 |
| Thomas M Quindlen | - | 165,954 | 0 | 15 Nov, 2022 |
| Daniel O Colao | - | 4,869 | 0 | 02 Apr, 2026 |
| Laurel Richie | - | 50,767 | 0 | 02 Apr, 2026 |
| Kamila K Chytil | - | 17,115 | 0 | 02 Apr, 2026 |
| Paul Whynott | - | 112,054 | 0 | 14 Aug, 2023 |
| Alberto Casellas | - | 93,058 | 0 | 19 Feb, 2026 |
| Brian J. Sr. Wenzel | - | 116,569 | 0 | 19 Feb, 2026 |
| Curtis Howse | - | 94,873 | 0 | 03 Mar, 2026 |
| Bart Schaller | - | 77,600 | 0 | 19 Feb, 2026 |
| Carol Juel | - | 103,184 | 0 | 19 Feb, 2026 |
| Maran Nalluswami | - | 34,059 | 0 | 17 May, 2024 |
| Darrell Owens | - | 26,537 | 0 | 19 Feb, 2026 |
| Amy Tiliakos | - | 21,566 | 0 | 03 Mar, 2026 |
| Courtney Gentleman | - | 29,898 | 0 | 19 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Ellen M Zane | Common Stock | A | 883 | $68.02 | 31,426 | D | A |
| 31 Mar, 2026 | Kamila K Chytil | Common Stock | A | 883 | $68.02 | 17,115 | D | A |
| 31 Mar, 2026 | Roy A Guthrie | Common Stock | A | 883 | $68.02 | 39,763 | D | A |
| 31 Mar, 2026 | Deborah G Ellinger | Common Stock | A | 883 | $68.02 | 1,546 | D | A |
| 31 Mar, 2026 | Laurel Richie | Common Stock | A | 883 | $68.02 | 50,767 | D | A |
| 31 Mar, 2026 | Fernando Aguirre | Common Stock | A | 883 | $68.02 | 29,459 | D | A |
| 31 Mar, 2026 | P.W. Parker | Common Stock | A | 883 | $68.02 | 33,672 | D | A |
| 31 Mar, 2026 | Ellen M Zane | Common Stock | A | 883 | $68.02 | 31,426 | D | A |
| 31 Mar, 2026 | Jeffrey G Naylor | Common Stock | A | 1,343 | $68.02 | 64,020 | D | A |
| 31 Mar, 2026 | Daniel O Colao | Common Stock | A | 883 | $68.02 | 4,869 | D | A |
| 31 Mar, 2026 | Arthur W Jr Coviello | Common Stock | A | 883 | $68.02 | 33,341 | D | A |
| 31 Mar, 2026 | Paget Leonard Alves | Common Stock | A | 883 | $68.02 | 51,441 | D | A |
| 01 Mar, 2026 | Amy Tiliakos | Common Stock | A | 3,907 | $69.11 | 21,901 | D | A |
| 01 Mar, 2026 | Carol Juel | Common Stock | A | 24,093 | $69.11 | 82,866 | D | A |
| 01 Mar, 2026 | Brian J. Sr. Wenzel | Common Stock | A | 31,255 | $69.11 | 147,824 | D | A |
| 01 Mar, 2026 | Brian D Doubles | Common Stock | D | 68,158 | $69.11 | 873,900 | D | F |
| 01 Mar, 2026 | Courtney Gentleman | Common Stock | A | 9,768 | $69.11 | 27,621 | D | A |
| 01 Mar, 2026 | Brian J. Sr. Wenzel | Common Stock | A | 31,255 | $69.11 | 147,824 | D | A |
| 01 Mar, 2026 | Curtis Howse | Common Stock | A | 19,535 | $69.11 | 113,939 | D | A |
| 01 Mar, 2026 | Bart Schaller | Common Stock | A | 14,610 | $69.11 | 56,910 | D | A |