| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David K Zwiener | - | 35,511 | 0 | 28 May, 2024 |
| Aylwin B Lewis | - | 486 | 0 | 02 Nov, 2021 |
| Byron H Jr Pollitt | - | 0 | 24,766 | 30 May, 2023 |
| Rodney O Jr Martin | Chairman And Ceo | 81,965 | 0 | 23 Feb, 2024 |
| Kevin D Silva | - | 3,809 | 0 | 05 Jul, 2023 |
| Joseph V Tripodi | - | 13,186 | 0 | 28 May, 2024 |
| Hikmet Ersek | - | 4,747 | 0 | 27 May, 2025 |
| Robert G Leary | - | 868 | 0 | 28 May, 2024 |
| Christine Hurtsellers | - | 31,324 | 0 | 05 Jul, 2023 |
| Donald C. Templin | - | 3,468 | 0 | 12 Feb, 2025 |
| Biff Bowman | - | 527 | 0 | 30 May, 2023 |
| Michael S Smith | - | 196,752 | 0 | 24 Oct, 2022 |
| Jane Chwick | - | 9,594 | 0 | 27 May, 2025 |
| Lynne Biggar | - | 16,983 | 0 | 19 Feb, 2026 |
| Clyde Landon Jr. Cobb | - | 13,507 | 0 | 24 Feb, 2022 |
| Charles P Nelson | Ceo, Retirement | 203,024 | 0 | 23 Feb, 2023 |
| Nancy Ferrara | - | 22,846 | 0 | 22 Feb, 2024 |
| Heather H. Lavallee | - | 105,951 | 0 | 19 Feb, 2026 |
| Robert L. Grubka | Ceo, Health Solutions | 42,880 | 0 | 02 Jul, 2024 |
| Santhosh Keshavan | - | 36,929 | 0 | 19 Feb, 2026 |
| Michael Robert Katz | - | 47,083 | 0 | 19 Feb, 2026 |
| Yvette S. Butler | - | 355 | 0 | 27 May, 2025 |
| Trevor Ogle | - | 6,881 | 0 | 03 Mar, 2026 |
| My Chi To | - | 8,155 | 0 | 20 Feb, 2025 |
| Brannigan C Thompson | - | 10,796 | 0 | 19 Feb, 2026 |
| Matthew Toms | - | 14,545 | 0 | 19 Feb, 2026 |
| Francis G. O'Neill | - | 8,462 | 0 | 20 Feb, 2025 |
| Rachel Tressy | - | 8,621 | 0 | 19 Feb, 2026 |
| Jay Kaduson | - | 9,752 | 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 | Ruth Ann M Gillis | Deferred Fee Plan Issuer Stock Units | A | 104 | $68.32 | 5,835 | D | A |
| 02 Mar, 2026 | Trevor Ogle | Common Stock | D | 1,689 | $65.00 | 6,881 | D | S |
| 17 Feb, 2026 | Tony D Oh | Common Stock | A | 683 | $0.00 | 683 | D | M |
| 17 Feb, 2026 | Tony D Oh | Common Stock | A | 4,430 | $0.00 | 5,113 | D | M |
| 17 Feb, 2026 | Tony D Oh | Performance Stock Unit | A | 2,873 | $0.00 | 13,557 | D | A |
| 17 Feb, 2026 | Tony D Oh | Performance Stock Unit | D | 683 | $0.00 | 12,874 | D | M |
| 17 Feb, 2026 | Tony D Oh | Performance Stock Unit | A | 2,117 | $0.00 | 14,901 | D | A |
| 17 Feb, 2026 | Tony D Oh | Restricted Stock Units | A | 3,511 | $0.00 | 13,511 | D | A |
| 17 Feb, 2026 | Tony D Oh | Restricted Stock Units | D | 4,430 | $0.00 | 9,081 | D | M |
| 17 Feb, 2026 | Tony D Oh | Restricted Stock Units | A | 2,588 | $0.00 | 11,669 | D | A |
| 20 Feb, 2026 | Trevor Ogle | Common Stock | D | 8,536 | $73.81 | 8,570 | D | S |
| 20 Feb, 2026 | Tony D Oh | Common Stock | D | 3,515 | $73.78 | 0 | D | S |
| 17 Feb, 2026 | Tony D Oh | Common Stock | A | 683 | $0.00 | 683 | D | M |
| 17 Feb, 2026 | Santhosh Keshavan | Common Stock | A | 4,722 | $0.00 | 33,838 | D | M |
| 17 Feb, 2026 | Michael Robert Katz | Common Stock | A | 3,349 | $0.00 | 43,445 | D | M |
| 17 Feb, 2026 | Trevor Ogle | Common Stock | A | 4,250 | $0.00 | 12,820 | D | M |
| 17 Feb, 2026 | Brannigan C Thompson | Common Stock | A | 793 | $0.00 | 8,532 | D | M |
| 18 Feb, 2026 | Lynne Biggar | Common Stock | A | 197 | $74.51 | 16,983 | D | M |
| 17 Feb, 2026 | Heather H. Lavallee | Common Stock | A | 15,117 | $0.00 | 91,542 | D | M |
| 17 Feb, 2026 | Matthew Toms | Common Stock | A | 2,576 | $0.00 | 21,002 | D | M |