| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| William R. Shepard | Director | 2026-09-25 | 292 | $268.76 | $78.48kBuy |
| Suzanne Sprague | COO;Head | 2026-09-16 | 308 | $272.46 | $83.92kSell |
| Sunil Cutinho | CIO | 2026-09-16 | 359 | $272.46 | $97.81kSell |
| Derek Sammann | Officer | 2026-09-16 | 359 | $272.46 | $97.81kSell |
| Michael G. Dennis | Head | 2026-09-16 | 274 | $272.46 | $74.65kSell |
| Lynne Fitzpatrick | CFO;Pres | 2026-09-16 | 359 | $272.46 | $97.81kSell |
| Timothy Francis McCourt | Officer | 2026-09-16 | 364 | $272.46 | $99.18kSell |
| John Clifford Marchese | CLO | 2026-09-16 | 44 | $272.46 | $11.99kSell |
| Julie Winkler | CCO | 2026-09-16 | 359 | $272.46 | $97.81kSell |
| Jack J. Tobin | CAO | 2026-09-16 | 51 | $272.46 | $13.90kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Michael A. Spencer | 0.78% | 2,792,898 | $754.17M | Insider |
| Curated Wealth Partners LLC | 0.18% | 658,635 | $177.85M | Institution |
| William R. Shepard | 0.15% | 524,797 | $141.71M | Insider |
| Gedon Hertshten | 0.04% | 135,743 | $36.65M | Insider |
| William W. Hobert | 0.04% | 127,692 | $34.48M | Insider |
| Phupinder Gill | 0.03% | 116,222 | $31.38M | Insider |
| Kimberly S. Taylor | 0.03% | 112,465 | $30.37M | Insider |
| Bruce F. Johnson | 0.03% | 107,338 | $28.98M | Insider |
| Craig S. Donohue | 0.02% | 76,582 | $20.68M | Insider |
| David J. Wescott | 0.02% | 75,859 | $20.48M | Insider |