| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| 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 |
| Tara J. Hemmer | Svp Chief Sustainability Off | 78,918 | 0 | 03 Mar, 2026 |
| John C Pope | 56,461 | 0 | 17 Jan, 2024 | |
| Charles C Boettcher | Evp, Chief Legal Officer | 56,159 | 0 | 02 Feb, 2026 |
| Michael J. Watson | Sr. Vp Chief Customer Officer | 44,146 | 0 | 03 Mar, 2026 |
| Steve Batchelor | Sr. Vice President Operations | 42,246 | 0 | 03 Mar, 2022 |
| Nikolaj H Sjoqvist | Svp, Chief Digital Officer | 38,769 | 0 | 29 Apr, 2022 |
| Thomas H Weidemeyer | 0 | 37,161 | 17 Jan, 2023 | |
| Victoria M Holt | 0 | 23,020 | 16 Jul, 2025 | |
| Victoria M Holt | 0 | 23,020 | 16 Jul, 2025 | |
| Tamla Oates-Forney | Sr Vp And Chief Hr Officer | 20,495 | 0 | 07 Apr, 2022 |
| Andres Gluski | 17,522 | 0 | 16 Jul, 2025 | |
| Kathleen M Mazzarella | 0 | 16,962 | 16 Jul, 2025 | |
| Rafael Carrasco | Svp Of Enterprise Strategy | 15,540 | 0 | 16 Feb, 2026 |
| Christopher P. Desantis | Svp Operations East | 9,393 | 0 | 10 Mar, 2026 |
| Johnson Varkey | Svp Chief Information Officer | 9,293 | 0 | 10 Mar, 2026 |
| John A. Carroll | Vp Chief Accounting Officer | 8,983 | 0 | 10 Mar, 2026 |
| David L. Reed | Evp Cfo | 8,495 | 0 | 10 Mar, 2026 |
| Sean E Menke | 0 | 7,314 | 04 Nov, 2025 | |
| Donald J Smith | Sr. Vp Operations | 6,024 | 0 | 17 Feb, 2026 |
| Leslie K Nagy | Vp Chief Accounting Officer | 5,513 | 0 | 09 Mar, 2023 |
| Sean E Menke | 5,314 | 0 | 16 Jul, 2025 | |
| Maryrose Sylvester | 5,004 | 0 | 16 Jul, 2025 | |
| Kimberly G. Stith | Svp Chief Hr Officer | 4,724 | 0 | 03 Mar, 2026 |
| William B Plummer | 4,369 | 0 | 19 Jul, 2022 | |
| William B Plummer | 0 | 3,170 | 16 Jul, 2025 | |
| Bruce E. Chinn | 0 | 2,868 | 16 Jul, 2025 | |
| Kelly C. Rooney | Svp Chief People Officer | 2,220 | 0 | 27 Feb, 2024 |
| Thomas Bene | 0 | 2,126 | 16 Jul, 2025 | |
| James C Jr Fish | Pres, Chief Executive Officer | 0 | 1,046 | 22 Dec, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 09 Mar, 2026 | John J Morris | Common Stock | A | 5,484 | $150.12 | 104,140 | D | M |
| 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 | David L. Reed | Common Stock | D | 121 | $246.31 | 8,570 | D | F |
| 07 Mar, 2026 | John A. Carroll | Common Stock | D | 74 | $246.31 | 9,030 | D | F |
| 09 Mar, 2026 | John A. Carroll | Common Stock | D | 47 | $245.30 | 8,983 | D | S |
| 09 Mar, 2026 | Christopher P. Desantis | Common Stock | D | 61 | $245.50 | 9,393 | 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 | James C Jr Fish | Stock Option (Right to Buy) | A | 57,034 | $0.00 | 57,034 | D | A |
| 03 Mar, 2026 | John J Morris | Stock Option (Right to Buy) | A | 19,011 | $0.00 | 19,011 | D | A |
| 03 Mar, 2026 | David L. Reed | Stock Option (Right to Buy) | A | 10,806 | $0.00 | 10,806 | D | A |
| 03 Mar, 2026 | Johnson Varkey | Stock Option (Right to Buy) | A | 6,404 | $0.00 | 6,404 | 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 | Kimberly G. Stith | Stock Option (Right to Buy) | A | 6,404 | $0.00 | 6,404 | D | A |
| 03 Mar, 2026 | John A. Carroll | Common Stock | A | 892 | $0.00 | 9,104 | D | A |