| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William M Daley | Vice Chairman Public Affairs | 51,364 | 0 | 07 Mar, 2024 |
| Richard K Davis | - | 4,244 | 0 | 09 Nov, 2023 |
| Theodore F Jr Craver | - | 0 | 21,728 | 02 Jul, 2021 |
| Charles W Scharf | Chairman And Ceo | 1,288,277 | 0 | 09 Mar, 2026 |
| Fabian T Garcia | - | 100 | 0 | 02 May, 2024 |
| Mark A Chancy | - | 28,507 | 0 | 04 Mar, 2025 |
| Cecelia Morken | - | 100 | 0 | 28 Apr, 2022 |
| Maria R Morris | - | 4,253 | 0 | 03 Mar, 2023 |
| Muneera S Carr | Evp, Cao Controller | 96,594 | 0 | 09 Feb, 2026 |
| Suzanne M Vautrinot | - | 0 | 12,129 | 02 Jul, 2021 |
| Scott Powell | Sevp Chief Operating Officer | 400,757 | 0 | 09 Mar, 2026 |
| Mary T Mack | Sr. Executive Vice President | 268,969 | 0 | 17 Mar, 2023 |
| Kleber Santos | Sr. Executive Vice President | 110,860 | 0 | 09 Mar, 2026 |
| Bridget E. Engle | Sr. Executive Vice President | 83,478 | 0 | 27 Feb, 2026 |
| Jonathan G. Weiss | Sr. Executive Vice President | 368,908 | 0 | 11 Dec, 2024 |
| Juan A Pujadas | - | 25,197 | 0 | 28 Apr, 2022 |
| Kristy Fercho | Sr. Executive Vice President | 93,429 | 0 | 09 Mar, 2026 |
| Michael P. Santomassimo | Sr. Evp Cfo | 505,120 | 0 | 09 Mar, 2026 |
| Amanda G Norton | Sr. Evp And Chief Risk Officer | 61,178 | 0 | 14 Jul, 2021 |
| Felicia F Norwood | - | 5,384 | 0 | 28 Apr, 2022 |
| Lester Owens | Sr. Executive Vice President | 105,661 | 0 | 07 Feb, 2023 |
| Beurden Saul Van | Sr. Executive Vice President | 259,269 | 0 | 09 Mar, 2026 |
| Derek A. Flowers | Sr. Evp And Chief Risk Officer | 0 | 273,774 | 11 Mar, 2025 |
| Ellen R Patterson | Sr. Evp And General Counsel | 217,116 | 0 | 09 Mar, 2026 |
| Michael S Weinbach | Sr. Executive Vice President | 126,080 | 0 | 22 Jun, 2022 |
| Barry Sommers | Sr. Executive Vice President | 235,242 | 0 | 09 Mar, 2026 |
| Ather Iii Williams | Sr. Executive Vice President | 215,884 | 0 | 07 Mar, 2025 |
| Kyle G Hranicky | Sr. Executive Vice President | 129,866 | 0 | 09 Mar, 2026 |
| Bei Ling | Sr. Executive Vice President | 41,221 | 0 | 09 Mar, 2026 |
| Tracy M Kerrins | Sr. Executive Vice President | 17,201 | 0 | 19 Mar, 2024 |
| Jason M. Rosenberg | Sevp Head Of Public Affairs | 12,432 | 0 | 09 Feb, 2026 |
| Fernando Rivas | Sr. Executive Vice President | 121,515 | 0 | 09 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Celeste A. Clark | Phantom Stock Units | A | 341 | $80.57 | 39,589 | D | A |
| 01 Apr, 2026 | Steven D Black | Phantom Stock Units | A | 1,117 | $80.57 | 56,672 | D | A |
| 01 Apr, 2026 | Wayne M. Hewett | Phantom Stock Units | A | 419 | $80.57 | 41,351 | D | A |
| 01 Apr, 2026 | Ronald Sargent | Phantom Stock Units | A | 496 | $80.57 | 70,231 | D | A |
| 16 Mar, 2026 | Fernando Rivas | Preferred Shares, Series BB | D | 39 | $1,000.00 | 0 | I | J |
| 05 Mar, 2026 | Kleber Santos | Common Stock, $1 2/3 Par Value | A | 60,915 | $0.00 | 140,790 | D | M |
| 05 Mar, 2026 | Beurden Saul Van | Common Stock, $1 2/3 Par Value | A | 88,176 | $0.00 | 304,283 | D | M |
| 05 Mar, 2026 | Kyle G Hranicky | Common Stock, $1 2/3 Par Value | A | 58,141 | $0.00 | 154,909 | D | M |
| 05 Mar, 2026 | Michael P. Santomassimo | Common Stock, $1 2/3 Par Value | A | 125,481 | $0.00 | 569,156 | D | M |
| 05 Mar, 2026 | Ellen R Patterson | Common Stock, $1 2/3 Par Value | A | 97,259 | $0.00 | 266,755 | D | M |
| 05 Mar, 2026 | Scott Powell | Common Stock, $1 2/3 Par Value | A | 98,678 | $0.00 | 451,132 | D | M |
| 05 Mar, 2026 | Kristy Fercho | Common Stock, $1 2/3 Par Value | A | 25,824 | $0.00 | 104,906 | D | M |
| 05 Mar, 2026 | Charles W Scharf | Common Stock, $1 2/3 Par Value | A | 379,767 | $0.00 | 1,498,288 | D | M |
| 05 Mar, 2026 | Barry Sommers | Common Stock, $1 2/3 Par Value | A | 101,035 | $0.00 | 285,941 | D | M |
| 05 Mar, 2026 | Derek A. Flowers | Common Stock, $1 2/3 Par Value | A | 66,453 | $0.00 | 97,097 | D | M |
| 05 Mar, 2026 | Bei Ling | Common Stock, $1 2/3 Par Value | A | 47,480 | $0.00 | 65,448 | D | M |
| 05 Mar, 2026 | Kyle G Hranicky | Common Stock, $1 2/3 Par Value | D | 25,042 | $83.93 | 129,866 | D | F |
| 05 Mar, 2026 | Charles W Scharf | Common Stock, $1 2/3 Par Value | D | 210,011 | $83.93 | 1,288,277 | D | F |
| 05 Mar, 2026 | Kristy Fercho | Common Stock, $1 2/3 Par Value | D | 11,477 | $83.93 | 93,429 | D | F |
| 05 Mar, 2026 | Kleber Santos | Common Stock, $1 2/3 Par Value | D | 29,930 | $83.93 | 110,860 | D | F |