| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | WARREN KELCY L | director | P-Purchase | 647,968 | $13.78M |
| Tue, 18 Aug 2026 | WARREN KELCY L | director | P-Purchase | 352,032 | $7.49M |
| Fri, 7 Aug 2026 | Perry James Richard | director | P-Purchase | 12,359 | $250K |
| Fri, 7 Aug 2026 | Perry James Richard | director | P-Purchase | 12,359 | $250K |
| Fri, 7 Aug 2026 | Perry James Richard | director | P-Purchase | 12,359 | $250.03K |
| Fri, 8 May 2026 | WARREN KELCY L | director | A-Award | 1,109,279 | $22M |
| Fri, 2 Jan 2026 | Grimm Michael K | director | A-Award | 7,423 | $0 |
| Fri, 2 Jan 2026 | Perry James Richard | director | A-Award | 7,423 | $0 |
| Fri, 2 Jan 2026 | Anderson Steven R. | director | A-Award | 7,423 | $0 |
| Fri, 2 Jan 2026 | MCREYNOLDS JOHN W | director | A-Award | 7,423 | $0 |
| Fri, 2 Jan 2026 | Ramsey Matthew S. | director | A-Award | 7,423 | $0 |
| Mon, 29 Dec 2025 | Perry James Richard | director | G-Gift | 10 | $0 |
| Mon, 29 Dec 2025 | Anderson Steven R. | director | G-Gift | 10 | $0 |
| Mon, 29 Dec 2025 | Grimm Michael K | director | G-Gift | 10 | $0 |
| Fri, 5 Dec 2025 | MCCREA MARSHALL S III | director, officer: Co-CEO | A-Award | 704,438 | $0 |
| Fri, 5 Dec 2025 | MCCREA MARSHALL S III | director, officer: Co-CEO | F-InKind | 381,947 | $6.34M |
| Fri, 5 Dec 2025 | Wright James M. | officer: EVP, GC & CCO | F-InKind | 46,534 | $772.46K |
| Fri, 5 Dec 2025 | Wright James M. | officer: EVP, GC & CCO | A-Award | 180,375 | $0 |
| Fri, 5 Dec 2025 | Bramhall Dylan | officer: EVP & Group CFO | A-Award | 200,438 | $0 |
| Fri, 5 Dec 2025 | Bramhall Dylan | officer: EVP & Group CFO | F-InKind | 47,251 | $784.37K |
| Fri, 5 Dec 2025 | Sturrock Troy | officer: SVP & Controller | F-InKind | 22,745 | $377.57K |
| Fri, 5 Dec 2025 | Sturrock Troy | officer: SVP & Controller | A-Award | 56,775 | $0 |
| Fri, 5 Dec 2025 | Long Thomas E | director, officer: Co-CEO | F-InKind | 330,637 | $5.49M |
| Fri, 5 Dec 2025 | Long Thomas E | director, officer: Co-CEO | A-Award | 704,438 | $0 |
| Fri, 5 Dec 2025 | McIlwain Gregory G. | officer: EVP - Operations | F-InKind | 46,255 | $767.83K |
| Thu, 20 Nov 2025 | WARREN KELCY L | director | P-Purchase | 1,000,000 | $16.81M |
| Wed, 19 Nov 2025 | WARREN KELCY L | director | P-Purchase | 1,000,000 | $16.95M |
| Holder | Shares | % out | Change |
|---|---|---|---|
| ALPS ADVISORS INC | 86,904,208 | 2.5% | +946,629 |
| MORGAN STANLEY | 85,614,431 | 2.5% | −1,615,983 |
| JPMORGAN CHASE & CO | 81,080,493 | 2.4% | — |
| GOLDMAN SACHS GROUP INC | 62,819,419 | 1.8% | +2,399,772 |
| Invesco Ltd. | 54,927,735 | 1.6% | −1,163,743 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 37,997,055 | 1.1% | −1,465,823 |
| Blackstone Inc. | 35,782,842 | 1.0% | +4,662,097 |
| UBS Group AG | 30,548,239 | 0.9% | −424,779 |
| BANK OF AMERICA CORP /DE/ | 28,139,938 | 0.8% | −2,816,420 |
| Energy Income Partners, LLC | 25,654,536 | 0.7% | +447,081 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 24,415,955 | 0.7% | +517,755 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 24,166,229 | 0.7% | −416,091 |
| FMR LLC | 21,972,865 | 0.6% | −1,782,630 |
| NATIXIS | 21,401,124 | 0.6% |
| +22,000 |
| WESTWOOD HOLDINGS GROUP INC | 16,825,892 | 0.5% | −158,492 |
