| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | Kelso Thomas E | director | M-Exempt | 3,154 | — |
| Thu, 23 Jul 2026 | Kim Mickey | director | M-Exempt | 3,154 | — |
| Thu, 23 Jul 2026 | Valosky Kenneth G | director | M-Exempt | 3,154 | — |
| Thu, 23 Jul 2026 | Gannon Justin A. | director | M-Exempt | 3,154 | — |
| Thu, 23 Jul 2026 | Topper Joseph V. Jr. | director, 10 percent owner | M-Exempt | 3,154 | — |
| Thu, 23 Jul 2026 | Reilly John B. III | director, 10 percent owner | M-Exempt | 3,154 | — |
| Thu, 21 May 2026 | Topper Joseph V. Jr. | director, 10 percent owner | J-Other | 6,373 | $144.79K |
| Tue, 24 Feb 2026 | Brecker Robert | officer: Executive Vice Pres Operations | F-InKind | 385 | $8K |
| Tue, 24 Feb 2026 | Brecker Robert | officer: Executive Vice Pres Operations | A-Award | 1,117 | — |
| Tue, 24 Feb 2026 | Brecker Robert | officer: Executive Vice Pres Operations | F-InKind | 615 | $12.78K |
| Tue, 24 Feb 2026 | Brecker Robert | officer: Executive Vice Pres Operations | A-Award | 1,787 | — |
| Tue, 24 Feb 2026 | Lattig Stephen J | officer: Senior Vice President Retail | A-Award | 1,385 | — |
| Tue, 24 Feb 2026 | Lattig Stephen J | officer: Senior Vice President Retail | F-InKind | 491 | $10.2K |
| Tue, 24 Feb 2026 | Topper Maura | director, officer: Chief Financial Officer | A-Award | 2,301 | — |
| Tue, 24 Feb 2026 | Topper Maura | director, officer: Chief Financial Officer | F-InKind | 663 | $13.78K |
| Tue, 24 Feb 2026 | Topper Maura | director, officer: Chief Financial Officer | A-Award | 1,944 | — |
| Tue, 24 Feb 2026 | Topper Maura | director, officer: Chief Financial Officer | F-InKind | 784 | $16.29K |
| Tue, 24 Feb 2026 | Lynch Keenan D | director, officer: Gen Counsel and CAO | A-Award | 1,944 | — |
| Tue, 24 Feb 2026 | Lynch Keenan D | director, officer: Gen Counsel and CAO | F-InKind | 663 | $13.78K |
| Tue, 24 Feb 2026 | Lynch Keenan D | director, officer: Gen Counsel and CAO | A-Award | 1,722 | — |
| Tue, 24 Feb 2026 | Lynch Keenan D | director, officer: Gen Counsel and CAO | F-InKind | 587 | $12.2K |
| Tue, 24 Feb 2026 | Hrinak David | officer: Executive Vice President | F-InKind | 624 | $12.97K |
| Tue, 24 Feb 2026 | Hrinak David | officer: Executive Vice President | A-Award | 1,832 | — |
| Tue, 24 Feb 2026 | Nifong Charles M Jr. | director, officer: President and CEO | F-InKind | 1,839 | $38.21K |
| Tue, 24 Feb 2026 | Nifong Charles M Jr. | director, officer: President and CEO | A-Award | 6,392 | — |
| Tue, 24 Feb 2026 | Nifong Charles M Jr. | director, officer: President and CEO | A-Award | 6,255 | — |
| Tue, 24 Feb 2026 | Nifong Charles M Jr. | director, officer: President and CEO | F-InKind | 2,004 | $41.64K |
| Wed, 31 Dec 2025 | Brecker Robert | officer: Executive Vice Pres Operations | M-Exempt | 1,871 | — |
| Wed, 31 Dec 2025 | Brecker Robert | officer: Executive Vice Pres Operations | F-InKind | 546 | $11.2K |
| Wed, 31 Dec 2025 | Lynch Keenan D | director, officer: Gen Counsel and CAO | F-InKind | 794 | $16.28K |
| Wed, 31 Dec 2025 | Lynch Keenan D | director, officer: Gen Counsel and CAO | M-Exempt | 2,757 | — |
| Wed, 31 Dec 2025 | Topper Maura | director, officer: Chief Financial Officer | F-InKind | 676 | $13.86K |
| Wed, 31 Dec 2025 | Topper Maura | director, officer: Chief Financial Officer | M-Exempt | 2,345 | — |
| Wed, 31 Dec 2025 | Lattig Stephen J | officer: Senior Vice President Retail | F-InKind | 581 | $11.92K |
| Wed, 31 Dec 2025 | Lattig Stephen J | officer: Senior Vice President Retail | M-Exempt | 1,926 | — |
| Wed, 31 Dec 2025 | Nifong Charles M Jr. | director, officer: President and CEO | M-Exempt | 6,180 | — |
| Wed, 31 Dec 2025 | Nifong Charles M Jr. | director, officer: President and CEO | F-InKind | 1,779 | $36.49K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| Invesco Ltd. | 5,720,129 | 15.0% | +0 |
| Clearbridge Investments, LLC | 623,747 | 1.6% | +118,600 |
| JPMORGAN CHASE & CO | 381,219 | 1.0% | — |
| MORGAN STANLEY | 376,109 | 1.0% | +107,434 |
| RAYMOND JAMES FINANCIAL INC | 313,105 | 0.8% | +3,798 |
| FIRST TRUST ADVISORS LP | 210,463 | 0.6% | +20,457 |
| Quadrant Private Wealth Management, LLC | 163,356 | 0.4% | +812 |
| Blackstone Inc. | 125,747 | 0.3% | −5,851 |
| LPL Financial LLC | 115,174 | 0.3% | −6,837 |
| NewEdge Wealth, LLC | 93,175 | 0.2% | −800 |
| Arax Advisory Partners | 80,000 | 0.2% | — |
| CITADEL ADVISORS LLC | 74,684 | 0.2% | +60,760 |
| GOLDMAN SACHS GROUP INC | 58,084 | 0.2% | +9,157 |
| STIFEL FINANCIAL CORP | 55,284 | 0.1% | +1,000 |
| JANE STREET GROUP, LLC | 39,868 | 0.1% | −2,151 |
