| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Matthew John Flannery | President Ceo | 122,748 | 0 | 06 Mar, 2026 |
| Michael Kneeland | Chief Executive Officer | 107,163 | 0 | 14 Mar, 2022 |
| Bobby J Griffin | - | 43,374 | 0 | 13 May, 2024 |
| Jeffrey J Fenton | Svp, Business Development | 22,289 | 0 | 05 Jul, 2022 |
| Jessica Graziano | Evp, Cfo | 21,587 | 0 | 01 Aug, 2022 |
| Craig Adam Pintoff | Evp, Chief Admin. Officer | 17,240 | 0 | 06 Mar, 2026 |
| Jose B Alvarez | - | 10,661 | 0 | 08 May, 2023 |
| Michael D Durand | Evp, Chief Operating Officer | 8,267 | 0 | 06 Mar, 2026 |
| Shiv Singh | - | 7,600 | 0 | 09 Feb, 2026 |
| William E. Grace | Evp, Cfo | 7,562 | 0 | 06 Mar, 2026 |
| Marc A Bruno | - | 7,508 | 0 | 01 Apr, 2026 |
| Gracia C Martore | - | 7,252 | 0 | 12 May, 2025 |
| Terri L. Kelly | - | 6,787 | 0 | 12 May, 2025 |
| Dale A Asplund | Evp, Chief Operating Officer | 6,379 | 0 | 01 Sep, 2023 |
| Joli L. Gross | Svp, Chief Lgl Sustain. Off. | 6,044 | 0 | 06 Mar, 2026 |
| Kim Harris Jones | - | 5,088 | 0 | 12 May, 2025 |
| Anthony S. Leopold | Svp | 4,310 | 0 | 06 Mar, 2026 |
| Andrew B. Limoges | Vp, Controller | 2,413 | 0 | 06 Mar, 2026 |
| Shon Larry D De | - | 1,920 | 0 | 12 May, 2025 |
| Francisco J Lopez-Balboa | - | 1,402 | 0 | 12 May, 2025 |
| Brandt Julie M Heuer | - | 360 | 0 | 12 May, 2025 |
| Alexander R. Taussig | - | 57 | 0 | 18 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 | Marc A Bruno | Common Stock | A | 51 | $728.56 | 7,508 | D | A |
| 04 Mar, 2026 | Matthew John Flannery | Common Stock | D | 317 | $851.88 | 120,019 | D | F |
| 04 Mar, 2026 | William E. Grace | Common Stock | D | 136 | $851.88 | 6,582 | D | F |
| 04 Mar, 2026 | Michael D Durand | Common Stock | D | 120 | $851.88 | 7,255 | D | F |
| 04 Mar, 2026 | Joli L. Gross | Common Stock | D | 72 | $851.88 | 5,486 | D | F |
| 04 Mar, 2026 | Craig Adam Pintoff | Common Stock | D | 233 | $851.88 | 16,065 | D | F |
| 04 Mar, 2026 | Andrew B. Limoges | Common Stock | D | 29 | $851.88 | 2,142 | D | F |
| 04 Mar, 2026 | Anthony S. Leopold | Common Stock | D | 55 | $851.88 | 3,846 | D | F |
| 04 Mar, 2026 | Michael D Durand | Common Stock | A | 987 | $851.88 | 8,242 | D | A |
| 04 Mar, 2026 | Joli L. Gross | Common Stock | A | 485 | $851.88 | 5,971 | D | A |
| 04 Mar, 2026 | William E. Grace | Common Stock | A | 987 | $851.88 | 7,569 | D | A |
| 04 Mar, 2026 | Craig Adam Pintoff | Common Stock | A | 1,304 | $851.88 | 17,369 | D | A |
| 04 Mar, 2026 | Andrew B. Limoges | Common Stock | A | 203 | $851.88 | 2,345 | D | A |
| 04 Mar, 2026 | Anthony S. Leopold | Common Stock | A | 405 | $851.88 | 4,251 | D | A |
| 04 Mar, 2026 | Matthew John Flannery | Common Stock | A | 2,583 | $851.88 | 122,602 | D | A |
| 04 Mar, 2026 | Matthew John Flannery | Common Stock | A | 1,017 | $851.88 | 123,619 | D | A |
| 04 Mar, 2026 | Craig Adam Pintoff | Common Stock | A | 374 | $851.88 | 17,743 | D | A |
| 04 Mar, 2026 | Michael D Durand | Common Stock | A | 340 | $851.88 | 8,582 | D | A |
| 04 Mar, 2026 | William E. Grace | Common Stock | A | 356 | $851.88 | 7,925 | D | A |
| 04 Mar, 2026 | Joli L. Gross | Common Stock | A | 306 | $851.88 | 6,277 | D | A |