| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael Dean Brown | President/Ceo Wvo | 487,303 | 0 | 20 Apr, 2026 |
| Michael Hug | Chief Financial Officer | 181,107 | 0 | 18 Mar, 2025 |
| Michael H Wargotz | - | 135,521 | 0 | 02 Apr, 2026 |
| James E Buckman | - | 134,870 | 0 | 02 Apr, 2026 |
| Jeffrey Myers | - | 101,787 | 0 | 16 Mar, 2026 |
| Louise F. Brady | - | 90,222 | 0 | 02 Apr, 2026 |
| Kimberly Marshall | Chief Human Resources Officer | 61,191 | 0 | 16 Mar, 2026 |
| Stephen P Holmes | Chairman, President Ceo | 54,211 | 0 | 02 Apr, 2026 |
| Ronald L Rickles | - | 53,558 | 0 | 02 Apr, 2026 |
| Sy Esfahani | Chief Technology Officer | 52,617 | 0 | 16 Mar, 2026 |
| George Herrera | - | 46,735 | 0 | 02 Apr, 2026 |
| Denny Marie Post | - | 43,157 | 0 | 02 Apr, 2026 |
| Geoffrey Richards | - | 37,998 | 0 | 16 Mar, 2026 |
| Geoffrey Richards | - | 0 | 35,344 | 17 Dec, 2025 |
| Thomas Michael Duncan | Svp, Chief Accounting Officer | 26,091 | 0 | 16 Mar, 2026 |
| Noah Brodsky | Chief Brand Officer | 22,389 | 0 | 14 Mar, 2022 |
| Elizabeth E. Dreyer | - | 10,157 | 0 | 03 Jun, 2022 |
| Amandine Robin-Caplan | - | 4,043 | 0 | 16 Mar, 2026 |
| Lucinda Martinez | - | 3,047 | 0 | 02 Apr, 2026 |
| Erik D Hoag | Chief Financial Officer | 1,000 | 0 | 23 Apr, 2026 |
| Olivier Chavy | - | 5 | 0 | 12 Dec, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Apr, 2026 | Erik D Hoag | Common Stock | A | 1,000 | $65.67 | 1,000 | D | P |
| 23 Apr, 2026 | Erik D Hoag | Common Stock | A | 1,000 | $65.67 | 1,000 | D | P |
| 16 Apr, 2026 | Michael Dean Brown | Common Stock | A | 1,109 | $44.38 | 488,412 | D | M |
| 16 Apr, 2026 | Michael Dean Brown | Common Stock | D | 1,109 | $79.13 | 487,303 | D | S |
| 17 Apr, 2026 | Michael Dean Brown | Common Stock | A | 9,443 | $44.38 | 496,746 | D | M |
| 17 Apr, 2026 | Michael Dean Brown | Common Stock | D | 9,443 | $79.11 | 487,303 | D | S |
| 16 Apr, 2026 | Michael Dean Brown | Stock Options (right to buy) | D | 1,109 | $0.00 | 33,769 | D | M |
| 17 Apr, 2026 | Michael Dean Brown | Stock Options (right to buy) | D | 9,443 | $0.00 | 24,326 | D | M |
| 14 Apr, 2026 | Michael Dean Brown | Common Stock | A | 8,910 | $44.38 | 496,213 | D | M |
| 14 Apr, 2026 | Michael Dean Brown | Common Stock | D | 8,910 | $79.02 | 487,303 | D | S |
| 15 Apr, 2026 | Michael Dean Brown | Common Stock | A | 2,612 | $44.38 | 489,915 | D | M |
| 15 Apr, 2026 | Michael Dean Brown | Common Stock | D | 2,612 | $79.00 | 487,303 | D | S |
| 14 Apr, 2026 | Michael Dean Brown | Stock Options (right to buy) | D | 8,910 | $0.00 | 37,490 | D | M |
| 15 Apr, 2026 | Michael Dean Brown | Stock Options (right to buy) | D | 2,612 | $0.00 | 34,878 | D | M |
| 31 Mar, 2026 | Louise F. Brady | Common Stock | A | 802 | $0.00 | 90,222 | D | A |
| 31 Mar, 2026 | Denny Marie Post | Common Stock | A | 399 | $0.00 | 43,157 | D | A |
| 31 Mar, 2026 | James E Buckman | Common Stock | A | 1,188 | $0.00 | 134,870 | D | A |
| 31 Mar, 2026 | Stephen P Holmes | Common Stock | A | 494 | $0.00 | 54,211 | D | A |
| 31 Mar, 2026 | George Herrera | Common Stock | A | 402 | $0.00 | 46,735 | D | A |
| 31 Mar, 2026 | Lucinda Martinez | Common Stock | A | 40 | $0.00 | 3,047 | D | A |