As of March 23, 2026, the three largest insider holders of ULS are Gitte Schjotz (See Remarks, 59.81K shares), Weifang Zhou (See Remarks, 46.36K shares), John A Genovesi (See Remarks, 23.64K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jennifer F. Scanlon | President And Ceo | 171,863 | 0 | 03 Mar, 2026 |
| Ryan D Robinson | Executive Vp Cfo | 0 | 135,956 | 07 Jan, 2026 |
| Jennifer F. Scanlon | President And Ceo | 0 | 89,285 | 29 Oct, 2024 |
| James P Dollive | 76,355 | 0 | 06 May, 2025 | |
| Marla C Gottschalk | 71,428 | 0 | 18 Apr, 2024 | |
| Gitte Schjotz | See Remarks | 59,808 | 0 | 05 Jan, 2026 |
| Weifang Zhou | See Remarks | 46,361 | 0 | 23 May, 2025 |
| Kevin Kennedy | 35,714 | 0 | 18 Apr, 2024 | |
| John A Genovesi | See Remarks | 23,642 | 0 | 06 May, 2025 |
| Linda S Chapin | Evp Chro | 18,303 | 0 | 03 Mar, 2026 |
| Ryan D Robinson | Executive Vp Cfo | 17,922 | 0 | 03 Mar, 2026 |
| Lynn H Hancock | See Remarks | 17,286 | 0 | 03 Mar, 2026 |
| Friedrich Hecker | 15,641 | 0 | 06 May, 2025 | |
| Michael H Thaman | 13,855 | 0 | 06 May, 2025 | |
| Alberto Uggetti | Evp Cco | 12,830 | 0 | 03 Mar, 2026 |
| George A Williams | 8,928 | 0 | 18 Apr, 2024 | |
| James M Shannon | 7,142 | 0 | 18 Apr, 2024 | |
| Karen K Pepping | Senior Vp Cao | 5,501 | 0 | 06 May, 2025 |
| Alex Dadakis | See Remarks | 4,067 | 0 | 16 Mar, 2026 |
| Sally Susman | 3,571 | 0 | 18 Apr, 2024 | |
| Elizabeth Torstad | 3,571 | 0 | 18 Apr, 2024 | |
| Charles W Hooper | 357 | 0 | 18 Apr, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | James P Dollive | Restricted Stock Units | A | 4 | $0.00 | 2,805 | D | A |
| 12 Mar, 2026 | Alberto Uggetti | Restricted Stock Units | A | 3 | $0.00 | 2,271 | D | A |
| 12 Mar, 2026 | Charles W Hooper | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |
| 12 Mar, 2026 | Jennifer F. Scanlon | Restricted Stock Units | A | 74 | $0.00 | 42,835 | D | A |
| 12 Mar, 2026 | Gitte Schjotz | Restricted Stock Units | A | 9 | $0.00 | 5,517 | D | A |
| 12 Mar, 2026 | Karen K Pepping | Restricted Stock Units | A | 2 | $0.00 | 1,460 | D | A |
| 12 Mar, 2026 | James M Shannon | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |
| 12 Mar, 2026 | Elisabeth Torstad | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |
| 12 Mar, 2026 | John A Genovesi | Restricted Stock Units | A | 6 | $0.00 | 3,893 | D | A |
| 12 Mar, 2026 | Lynn H Hancock | Restricted Stock Units | A | 4 | $0.00 | 2,597 | D | A |
| 12 Mar, 2026 | Marla C Gottschalk | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |
| 12 Mar, 2026 | Vikram Kini | Restricted Stock Units | A | 4 | $0.00 | 2,805 | D | A |
| 12 Mar, 2026 | Ryan D Robinson | Restricted Stock Units | A | 16 | $0.00 | 9,734 | D | A |
| 12 Mar, 2026 | George A Williams | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |
| 12 Mar, 2026 | Alex Dadakis | Class A Common Stock | A | 8 | - | 4,070 | D | M |
| 12 Mar, 2026 | Linda S Chapin | Restricted Stock Units | A | 5 | $0.00 | 2,920 | D | A |
| 12 Mar, 2026 | Scott D'Angelo | Restricted Stock Units | A | 14 | $0.00 | 8,623 | D | A |
| 12 Mar, 2026 | Sally Susman | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |
| 12 Mar, 2026 | Friedrich Hecker | Restricted Stock Units | A | 4 | $0.00 | 2,805 | D | A |
| 12 Mar, 2026 | Kevin Kennedy | Deferred Restricted Stock Units | A | 8 | $0.00 | 4,962 | D | A |