| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Thomas Gerard Whalen | Director | 2026-03-31 | 135 | $18.55 | $2.50kBuy |
| Kurt Simmons Jr. | Director | 2026-03-31 | 809 | $18.55 | $15.01kBuy |
| Laura K. Grant | Director | 2026-03-31 | 405 | $18.55 | $7.51kBuy |
| Andrew M. Brophy | SVP Chief Accounting Officer | 2026-02-26 | 2,490 | $21.75 | $54.16kSell |
| Theodore Wahl | President CEO | 2026-02-24 | 26,959 | $21.40 | $576.92kSell |
| Theodore Wahl | President CEO | 2026-02-24 | 9,434 | $21.40 | $201.89kSell |
| Patrick J. Orr | EVP Chief Revenue Officer | 2026-02-24 | 1,417 | $21.40 | $30.32kSell |
| Patrick J. Orr | EVP Chief Revenue Officer | 2026-02-24 | 4,049 | $21.40 | $86.65kSell |
| John Christopher Shea | EVP Chief Admin. Officer | 2026-02-24 | 5,353 | $21.40 | $114.55kSell |
| Andrew Kush | EVP Chief Operating Officer | 2026-02-24 | 1,874 | $21.40 | $40.10kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Blackrock Inc | 16.69% | 11,458,596 | $246.82M | Institution |
| Vanguard Portfolio Management LLC | 7.06% | 4,846,133 | $104.39M | Institution |
| Vanguard Capital Management LLC | 4.54% | 3,119,545 | $67.19M | Institution |
| State Street Corp | 4.11% | 2,819,125 | $60.72M | Institution |
| Mackenzie Financial Corp | 3.89% | 2,672,214 | $57.56M | Institution |
| American Century Companies Inc | 3.65% | 2,508,427 | $54.03M | Institution |
| Dimensional Fund Advisors LP | 3.50% | 2,400,681 | $51.71M | Institution |
| Ameriprise Financial Inc | 3.15% | 2,165,744 | $46.65M | Institution |
| Royce Associates LP | 3.12% | 2,143,237 | $46.17M | Institution |
| Geode Capital Management LLC | 2.98% | 2,044,596 | $44.04M | Institution |