| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Victoria M Holt | - | 0 | 23,020 | 16 Jul, 2025 |
| John C Pope | - | 56,461 | 0 | 17 Jan, 2024 |
| Thomas H Weidemeyer | - | 0 | 37,161 | 17 Jan, 2023 |
| Sean E Menke | - | 0 | 7,314 | 04 Nov, 2025 |
| William B Plummer | - | 4,369 | 0 | 19 Jul, 2022 |
| Kathleen M Mazzarella | - | 0 | 16,962 | 16 Jul, 2025 |
| Andres Gluski | - | 17,522 | 0 | 16 Jul, 2025 |
| Charles C Boettcher | Evp, Chief Legal Officer | 56,159 | 0 | 02 Feb, 2026 |
| James C Jr Fish | Chief Executive Officer | 220,087 | 0 | 10 Feb, 2026 |
| John J Morris | President Coo | 99,929 | 0 | 10 Mar, 2026 |
| Devina A Rankin | Evp Cfo | 83,934 | 0 | 28 May, 2025 |
| Thomas Bene | - | 0 | 2,126 | 16 Jul, 2025 |
| Leslie K Nagy | Vp Chief Accounting Officer | 5,513 | 0 | 09 Mar, 2023 |
| Maryrose Sylvester | - | 5,004 | 0 | 16 Jul, 2025 |
| Nikolaj H Sjoqvist | Svp, Chief Digital Officer | 38,769 | 0 | 29 Apr, 2022 |
| Tara J. Hemmer | Svp Chief Sustainability Off | 78,918 | 0 | 03 Mar, 2026 |
| Michael J. Watson | Sr. Vp Chief Customer Officer | 44,146 | 0 | 03 Mar, 2026 |
| Tamla Oates-Forney | Sr Vp And Chief Hr Officer | 20,495 | 0 | 07 Apr, 2022 |
| Steve Batchelor | Sr. Vice President Operations | 42,246 | 0 | 03 Mar, 2022 |
| Rafael Carrasco | Svp Of Enterprise Strategy | 15,540 | 0 | 16 Feb, 2026 |
| Kelly C. Rooney | Svp Chief People Officer | 2,220 | 0 | 27 Feb, 2024 |
| Donald J Smith | Sr. Vp Operations | 6,024 | 0 | 17 Feb, 2026 |
| Bruce E. Chinn | - | 0 | 2,868 | 16 Jul, 2025 |
| John A. Carroll | Vp Chief Accounting Officer | 8,983 | 0 | 10 Mar, 2026 |
| Christopher P. Desantis | Svp Operations East | 9,393 | 0 | 10 Mar, 2026 |
| Johnson Varkey | Svp Chief Information Officer | 9,101 | 0 | 07 Apr, 2026 |
| Kimberly G. Stith | Svp Chief Hr Officer | 4,724 | 0 | 03 Mar, 2026 |
| David L. Reed | Evp Cfo | 8,495 | 0 | 10 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 |
|---|---|---|---|---|---|---|---|---|
| 04 Apr, 2026 | Johnson Varkey | Common Stock | D | 192 | $233.94 | 9,101 | D | F |
| 07 Mar, 2026 | David L. Reed | Common Stock | D | 121 | $246.31 | 8,570 | D | F |
| 07 Mar, 2026 | Johnson Varkey | Common Stock | D | 193 | $246.31 | 9,414 | D | F |
| 07 Mar, 2026 | Christopher P. Desantis | Common Stock | D | 107 | $246.31 | 9,454 | D | F |
| 07 Mar, 2026 | John A. Carroll | Common Stock | D | 74 | $246.31 | 9,030 | D | F |
| 09 Mar, 2026 | John J Morris | Common Stock | A | 5,484 | $150.12 | 104,140 | D | M |
| 09 Mar, 2026 | Christopher P. Desantis | Common Stock | D | 61 | $245.50 | 9,393 | D | S |
| 09 Mar, 2026 | John A. Carroll | Common Stock | D | 47 | $245.30 | 8,983 | D | S |
| 09 Mar, 2026 | Johnson Varkey | Common Stock | D | 121 | $245.27 | 9,293 | D | S |
| 09 Mar, 2026 | John J Morris | Common Stock | D | 4,211 | $243.38 | 99,929 | D | S |
| 09 Mar, 2026 | David L. Reed | Common Stock | D | 75 | $245.26 | 8,495 | D | S |
| 09 Mar, 2026 | John J Morris | Stock Option (Right to Buy) | D | 5,484 | $150.12 | 0 | D | M |
| 06 Mar, 2026 | John J Morris | Common Stock | D | 7,979 | $245.07 | 98,656 | D | S |
| 03 Mar, 2026 | Rafael Carrasco | Stock Option (Right to Buy) | A | 8,405 | $0.00 | 8,405 | D | A |
| 03 Mar, 2026 | John A. Carroll | Common Stock | A | 892 | $0.00 | 9,104 | D | A |
| 03 Mar, 2026 | Tara J. Hemmer | Stock Option (Right to Buy) | A | 8,405 | $0.00 | 8,405 | D | A |
| 03 Mar, 2026 | Michael J. Watson | Stock Option (Right to Buy) | A | 6,804 | $0.00 | 6,804 | D | A |
| 03 Mar, 2026 | Michael J. Watson | Stock Option (Right to Buy) | A | 6,804 | $0.00 | 6,804 | D | A |
| 03 Mar, 2026 | Charles C Boettcher | Stock Option (Right to Buy) | A | 7,805 | $0.00 | 7,805 | D | A |
| 03 Mar, 2026 | Johnson Varkey | Stock Option (Right to Buy) | A | 6,404 | $0.00 | 6,404 | D | A |