| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 1 Oct 2026 | Aggarwal Reena | director | A-Award | 375 | $0 |
| Thu, 1 Oct 2026 | THISSEN KAREN WILSON | director | A-Award | 375 | $0 |
| Thu, 1 Oct 2026 | Dolly Lisa | director | A-Award | 375 | $0 |
| Thu, 1 Oct 2026 | Villani Edmond D | director | A-Award | 375 | $0 |
| Thu, 1 Oct 2026 | COHEN MARTIN | director, 10 percent owner | A-Award | 375 | $0 |
| Thu, 1 Oct 2026 | Smith Dasha | director | A-Award | 375 | $0 |
| Thu, 1 Oct 2026 | Connor Frank T | director | A-Award | 375 |
| $0 |
| Fri, 2 Oct 2026 | Villani Edmond D | director | G-Gift | 442 | $0 |
| Thu, 20 Aug 2026 | DERECHIN ADAM M | officer: Chief Operating Officer, EVP | A-Award | 200 | $0 |
| Thu, 20 Aug 2026 | Noonan Daniel | officer: Executive Vice President | A-Award | 215 | $0 |
| Thu, 20 Aug 2026 | Cheigh Jon | officer: President and CIO | A-Award | 715 | $0 |
| Thu, 20 Aug 2026 | Brown Brandon | officer: Executive Vice President | A-Award | 104 | $0 |
| Thu, 20 Aug 2026 | Harvey Joseph M | director, officer: Chief Executive Officer | A-Award | 1,338 | $0 |
| Thu, 20 Aug 2026 | Muni Amit | officer: Chief Financial Officer, EVP | A-Award | 95 | $0 |
| Thu, 20 Aug 2026 | Dulik Elena | officer: Chief Accounting Officer, SVP | A-Award | 39 | $0 |
| Thu, 20 Aug 2026 | POLI FRANCIS C | officer: GC, Secretary, EVP | A-Award | 198 | $0 |
| Mon, 20 Jul 2026 | Dulik Elena | officer: Chief Accounting Officer, SVP | S-Sale | 1,100 | $91.48K |
| Wed, 1 Jul 2026 | Villani Edmond D | director | A-Award | 353 | $0 |
| Mon, 6 Jul 2026 | Villani Edmond D | director | G-Gift | 472 | $0 |
| Wed, 1 Jul 2026 | Aggarwal Reena | director | A-Award | 353 | $0 |
| Wed, 1 Jul 2026 | Connor Frank T | director | A-Award | 353 | $0 |
| Wed, 1 Jul 2026 | Dolly Lisa | director | A-Award | 353 | $0 |
| Wed, 1 Jul 2026 | Smith Dasha | director | A-Award | 353 | $0 |
| Wed, 1 Jul 2026 | THISSEN KAREN WILSON | director | A-Award | 353 | $0 |
| Wed, 1 Jul 2026 | COHEN MARTIN | director, 10 percent owner | A-Award | 353 | $0 |
| Tue, 16 Jun 2026 | Noonan Daniel | officer: Executive Vice President | S-Sale | 4,360 | $337.16K |
| Mon, 15 Jun 2026 | Noonan Daniel | officer: Executive Vice President | F-InKind | 3,614 | $278.46K |
| Mon, 8 Jun 2026 | Muni Amit | officer: Chief Financial Officer, EVP | A-Award | 11,562 | $0 |
| Tue, 26 May 2026 | Cheigh Jon | officer: President and CIO | S-Sale | 10,500 | $753.38K |
| Thu, 21 May 2026 | Dulik Elena | officer: Chief Accounting Officer, SVP | A-Award | 46 | $0 |
| Thu, 21 May 2026 | Brown Brandon | officer: Executive Vice President | A-Award | 117 | $0 |
| Thu, 21 May 2026 | Cheigh Jon | officer: President and CIO | A-Award | 811 | $0 |
| Thu, 21 May 2026 | Harvey Joseph M | director, officer: Chief Executive Officer | A-Award | 1,514 | $0 |
| Thu, 21 May 2026 | Noonan Daniel | officer: Executive Vice President | A-Award | 310 | $0 |
| Thu, 21 May 2026 | Donohue Michael T. | officer: Interim CFO, SVP | A-Award | 187 | $0 |
| Thu, 21 May 2026 | DERECHIN ADAM M | officer: Chief Operating Officer, EVP | A-Award | 226 | $0 |
| Thu, 21 May 2026 | POLI FRANCIS C | officer: GC, Secretary, EVP | A-Award | 223 | $0 |
| Mon, 11 May 2026 | DERECHIN ADAM M | officer: Chief Operating Officer, EVP | G-Gift | 500 | $0 |
| Wed, 1 Apr 2026 | Smith Dasha | director | A-Award | 440 | $0 |
| Wed, 1 Apr 2026 | THISSEN KAREN WILSON | director | A-Award | 440 | $0 |
| Wed, 1 Apr 2026 | COHEN MARTIN | director, 10 percent owner | A-Award | 440 | $0 |
| Wed, 1 Apr 2026 | Connor Frank T | director | A-Award | 440 | $0 |
| Wed, 1 Apr 2026 | Dolly Lisa | director | A-Award | 440 | $0 |
| Wed, 1 Apr 2026 | Villani Edmond D | director | A-Award | 440 | $0 |
| Fri, 3 Apr 2026 | Villani Edmond D | director | G-Gift | 433 | $0 |
| Wed, 1 Apr 2026 | Aggarwal Reena | director | A-Award | 440 | $0 |
| Thu, 19 Mar 2026 | Cheigh Jon | officer: President and CIO | A-Award | 924 | $0 |
| Thu, 19 Mar 2026 | Brown Brandon | officer: Executive Vice President | A-Award | 134 | $0 |
| Thu, 19 Mar 2026 | DERECHIN ADAM M | officer: Chief Operating Officer, EVP | A-Award | 259 | $0 |
| Thu, 19 Mar 2026 | Noonan Daniel | officer: Executive Vice President | A-Award | 354 | $0 |
| Holder | Shares | % out | Change |
|---|---|---|---|
| BlackRock, Inc. | 4,509,985 | 8.8% | +125,980 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,701,955 | 3.3% | +50,891 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,261,258 | 2.5% | +3,796 |
| DIMENSIONAL FUND ADVISORS LP | 1,198,753 | 2.3% | +24,174 |
| STATE STREET CORP | 1,192,323 | 2.3% | +43,762 |
| WASATCH ADVISORS LP | 1,185,911 | 2.3% | −911,598 |
| Sixth Street Partners Management Company, L.P. | 1,064,399 | 2.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,064,399 | 2.1% | +97,383 |
| VICTORY CAPITAL MANAGEMENT INC | 962,591 | 1.9% | +277,642 |
| GOLDMAN SACHS GROUP INC | 923,968 | 1.8% | +102,790 |
| GEODE CAPITAL MANAGEMENT, LLC | 885,879 | 1.7% | +76,434 |
| Copeland Capital Management, LLC | 768,748 | 1.5% | −35,768 |
| MORGAN STANLEY | 569,812 | 1.1% | +122,635 |
| Boston Trust Walden Corp | 534,549 | 1.0% | −23,884 |
| Woodline Partners LP | 518,633 | 1.0% | — |
