| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Rodger Levenson | President Ceo | 198,423 | 0 | 03 Mar, 2026 |
| Patrick Joseph Ward | Executive Vice President | 149,687 | 0 | 17 Apr, 2024 |
| Patrick Joseph Ward | Evp | 132,818 | 0 | 14 Dec, 2021 |
| Rodger Levenson | President Ceo | 108,574 | 0 | 14 Dec, 2021 |
| Lisa M Brubaker | Evp, Chro | 50,644 | 0 | 03 Mar, 2026 |
| Richard Wright | Evp | 40,986 | 0 | 14 Dec, 2021 |
| Arthur J Bacci | Evp, Coo | 33,507 | 0 | 27 Feb, 2026 |
| Richard Wright | Evp | 32,678 | 0 | 13 Jan, 2023 |
| David Burg | Executive Vice President, Cfo | 29,104 | 0 | 27 Feb, 2026 |
| Karen Dougherty Buchholz | - | 28,718 | 0 | 12 Aug, 2025 |
| Lisa M Brubaker | Evp, Chief Technology Officer | 26,454 | 0 | 14 Dec, 2021 |
| Jennifer W Davis | - | 26,200 | 0 | 12 Aug, 2025 |
| Anat Bird | - | 25,888 | 0 | 12 Aug, 2025 |
| Stephen P Clark | Evp | 25,671 | 0 | 01 Aug, 2024 |
| Stephen P Clark | Evp | 23,777 | 0 | 14 Dec, 2021 |
| David G Turner | - | 22,653 | 0 | 12 Aug, 2025 |
| Dominic C Canuso | Evp Cfo | 21,382 | 0 | 17 Apr, 2023 |
| Francis B. Brake | - | 20,389 | 0 | 12 Aug, 2025 |
| Shari Kruzinski | Evp, Chief Consumer Bk Officer | 20,312 | 0 | 27 Feb, 2026 |
| Michael Paul Reed | Executive Vice President | 19,133 | 0 | 19 Apr, 2022 |
| Peggy H Eddens | Evp | 18,838 | 0 | 15 Dec, 2021 |
| Dominic C Canuso | Evp Cfo | 16,819 | 0 | 14 Dec, 2021 |
| Pont Eleuthere I Du | - | 6,836 | 9,751 | 18 Feb, 2026 |
| Lynn Mckee | - | 16,544 | 0 | 12 Aug, 2025 |
| Jamie Patrick Hopkins | Executive Vice President | 15,835 | 0 | 27 Feb, 2026 |
| Arthur J Bacci | Evp | 15,109 | 0 | 14 Dec, 2021 |
| Christine Elizabeth Davis | Evp, Chief Risk Officer | 15,103 | 0 | 27 Feb, 2026 |
| Peggy H Eddens | Evp | 14,645 | 0 | 03 Jan, 2022 |
| Michael J Donahue | - | 13,819 | 0 | 12 Aug, 2025 |
| Christopher Gheysens | - | 12,040 | 0 | 12 Aug, 2025 |
| Paul S Greenplate | Evp | 11,585 | 0 | 12 Nov, 2021 |
| Michael Conklin | Chief Human Resources Officer | 11,544 | 0 | 17 Apr, 2023 |
| Diego F. Calderin | - | 11,383 | 0 | 13 Aug, 2024 |
| Paul S Greenplate | Evp | 11,174 | 0 | 14 Dec, 2021 |
| Mark A Turner | Ceo | 10,769 | 0 | 17 Aug, 2021 |
| Francis J Leto | - | 9,753 | 0 | 08 Nov, 2022 |
| Nancy J Foster | - | 8,602 | 0 | 12 Aug, 2025 |
| James J Wechsler | Evp Chief Comm'L Banking Ofc | 8,542 | 0 | 27 Feb, 2026 |
| Allan Michael Junior Matyger | Evp And Cio | 5,118 | 0 | 27 Feb, 2026 |
| Christine Elizabeth Davis | Evp, Chief Risk Officer | 0 | 1,753 | 01 May, 2023 |
| Francis J Leto | - | 0 | 1,009 | 03 Jan, 2022 |
| Michelle Hong | - | 655 | 0 | 06 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 |
|---|---|---|---|---|---|---|---|---|
| 27 Feb, 2026 | Lisa M Brubaker | Common Stock | A | 6,809 | $43.28 | 55,285 | D | M |
| 27 Feb, 2026 | Rodger Levenson | Common Stock | A | 12,991 | $43.28 | 208,438 | D | M |
| 27 Feb, 2026 | Rodger Levenson | Common Stock | D | 10,015 | $63.51 | 198,423 | D | F |
| 27 Feb, 2026 | Lisa M Brubaker | Common Stock | D | 4,641 | $63.51 | 50,644 | D | F |
| 27 Feb, 2026 | Lisa M Brubaker | Employee Stock Option (right to buy) | D | 6,809 | $0.00 | 0 | D | M |
| 27 Feb, 2026 | Rodger Levenson | Employee Stock Option (right to buy) | D | 12,991 | $0.00 | 0 | D | M |
| 26 Feb, 2026 | Christine Elizabeth Davis | Common Stock | A | 4,754 | $66.38 | 14,432 | D | A |
| 26 Feb, 2026 | James J Wechsler | Common Stock | A | 2,765 | $66.38 | 8,542 | D | A |
| 26 Feb, 2026 | Jamie Patrick Hopkins | Common Stock | A | 2,766 | $66.38 | 15,835 | D | A |
| 26 Feb, 2026 | Shari Kruzinski | Common Stock | A | 5,011 | $66.38 | 19,751 | D | A |
| 26 Feb, 2026 | Arthur J Bacci | Common Stock | A | 5,370 | $66.38 | 31,736 | D | A |
| 26 Feb, 2026 | Rodger Levenson | Common Stock | A | 31,245 | $66.38 | 194,528 | D | A |
| 26 Feb, 2026 | Lisa M Brubaker | Common Stock | A | 5,165 | $66.38 | 47,756 | D | A |
| 26 Feb, 2026 | David Burg | Common Stock | A | 3,975 | $66.38 | 29,104 | D | A |
| 26 Feb, 2026 | Allan Michael Junior Matyger | Common Stock | A | 2,517 | $66.38 | 5,118 | D | A |
| 26 Feb, 2026 | Rodger Levenson | Common Stock | D | 14,744 | $66.38 | 179,784 | D | F |
| 26 Feb, 2026 | Christine Elizabeth Davis | Common Stock | D | 2,149 | $66.38 | 12,283 | D | F |
| 26 Feb, 2026 | Arthur J Bacci | Common Stock | D | 2,427 | $66.38 | 29,309 | D | F |
| 26 Feb, 2026 | Shari Kruzinski | Common Stock | D | 2,266 | $66.38 | 17,485 | D | F |
| 26 Feb, 2026 | Lisa M Brubaker | Common Stock | D | 2,334 | $66.38 | 45,422 | D | F |