| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Geoffrey A Ballotti | President And Ceo | 559,095 | 0 | 12 Mar, 2026 |
| James E Buckman | 93,941 | 0 | 12 Mar, 2026 | |
| Myra J Biblowit | 92,247 | 0 | 12 Mar, 2026 | |
| Pauline Richards | 63,521 | 0 | 12 Mar, 2026 | |
| Scott R. Strickland | Chief Commercial Officer | 48,488 | 0 | 11 Mar, 2026 |
| Paul F Cash | General Counsel Corp. Secy. | 48,333 | 0 | 11 Mar, 2026 |
| Scott R. Strickland | Chief Commercial Officer | 44,856 | 0 | 12 Mar, 2026 |
| Amit Sripathi | Chief Financial Officer | 36,594 | 0 | 11 Mar, 2026 |
| Monica Melancon | Chief Human Resource Officer | 34,348 | 0 | 11 Mar, 2026 |
| Michele Allen | Cfo Head Of Strategy | 32,859 | 0 | 03 Nov, 2025 |
| Paul F Cash | General Counsel Corp. Secy. | 29,434 | 0 | 12 Mar, 2026 |
| Bruce Churchill | 29,226 | 0 | 12 Mar, 2026 | |
| Mukul Deoras | 24,035 | 0 | 12 Mar, 2026 | |
| Lisa Checchio | Chief Marketing Officer | 23,641 | 0 | 12 Mar, 2024 |
| Stephen P Holmes | 23,411 | 0 | 12 Mar, 2026 | |
| Monica Melancon | Chief Human Resource Officer | 20,435 | 0 | 12 Mar, 2026 |
| Ronald L Nelson | 19,299 | 0 | 12 Mar, 2026 | |
| Scott Lepage | President, The Americas | 11,149 | 0 | 03 Jun, 2022 |
| Nicola Rossi | Chief Accounting Officer | 10,253 | 0 | 12 Mar, 2026 |
| Amit Sripathi | Chief Financial Officer | 4,425 | 0 | 12 Mar, 2026 |
| Mukul Deoras | 4,044 | 0 | 11 Mar, 2026 | |
| Kurt Albert | Interim Cfo | 1,977 | 0 | 03 Mar, 2026 |
| Alexandra A Jung | 1,639 | 0 | 11 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Mar, 2026 | Scott R. Strickland | Common Stock | A | 2,493 | $0.00 | 46,132 | D | A |
| 10 Mar, 2026 | Amit Sripathi | Common Stock | A | 907 | $0.00 | 4,870 | D | A |
| 10 Mar, 2026 | Monica Melancon | Common Stock | A | 2,493 | $0.00 | 30,572 | D | A |
| 10 Mar, 2026 | James E Buckman | Common Stock | A | 326 | $0.00 | 93,941 | D | A |
| 10 Mar, 2026 | Ronald L Nelson | Common Stock | A | 326 | $0.00 | 19,299 | D | A |
| 10 Mar, 2026 | Nicola Rossi | Common Stock | A | 1,360 | $0.00 | 10,949 | D | A |
| 10 Mar, 2026 | Pauline Richards | Common Stock | A | 326 | $0.00 | 63,521 | D | A |
| 10 Mar, 2026 | Stephen P Holmes | Common Stock | A | 326 | $0.00 | 23,411 | D | A |
| 10 Mar, 2026 | Paul F Cash | Common Stock | A | 3,116 | $0.00 | 31,028 | D | A |
| 10 Mar, 2026 | Bruce Churchill | Common Stock | A | 326 | $0.00 | 29,226 | D | A |
| 10 Mar, 2026 | Mukul Deoras | Common Stock | A | 326 | $0.00 | 24,035 | D | A |
| 10 Mar, 2026 | Geoffrey A Ballotti | Common Stock | A | 9,065 | $0.00 | 563,732 | D | A |
| 10 Mar, 2026 | Myra J Biblowit | Common Stock | A | 325 | $0.00 | 92,247 | D | A |
| 10 Mar, 2026 | Scott R. Strickland | Common Stock | D | 1,276 | $73.93 | 44,856 | D | F |
| 10 Mar, 2026 | Monica Melancon | Common Stock | D | 1,276 | $73.93 | 29,296 | D | F |
| 10 Mar, 2026 | Geoffrey A Ballotti | Common Stock | D | 4,637 | $73.93 | 559,095 | D | F |
| 10 Mar, 2026 | Paul F Cash | Common Stock | D | 1,594 | $73.93 | 29,434 | D | F |
| 10 Mar, 2026 | Amit Sripathi | Common Stock | D | 445 | $73.93 | 4,425 | D | F |
| 10 Mar, 2026 | Nicola Rossi | Common Stock | D | 696 | $73.93 | 10,253 | D | F |
| 11 Mar, 2026 | Monica Melancon | Common Stock | D | 8,861 | $74.70 | 20,435 | D | S |