| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Ashley H. Williams | Director | 2025-12-12 | 7,600 | $13.66 | $103.82kSell |
| Cathy W. Zbanek | Chief Synergy Officer | 2025-12-10 | 15,786 | $13.91 | $219.58kSell |
| Marc A. Stefanski | Chairman President and CEO | 2025-12-10 | 29,545 | $13.91 | $410.97kSell |
| Timothy W. Mulhern | Chief Innovation Officer | 2025-12-10 | 8,908 | $13.91 | $123.91kSell |
| Andrew J. Rubino | Chief Operating Officer | 2025-12-10 | 7,147 | $13.91 | $99.41kSell |
| Bradley T. Stefanski | Chief Strategy Officer | 2025-12-10 | 672 | $13.91 | $9.35kSell |
| Meredith S. Weil | Chief Financial Officer | 2025-12-10 | 15,528 | $13.91 | $215.99kSell |
| Gavin B. Stefanski | Chief Experience Officer | 2025-12-10 | 658 | $13.91 | $9.15kSell |
| Cathy W. Zbanek | Chief Synergy Officer | 2025-12-03 | 20,000 | $14.13 | $282.60kSell |
| Andrew J. Rubino | Chief Operating Officer | 2025-11-24 | 5,000 | $14.23 | $71.15kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Vanguard Group Inc | 1.82% | 5,098,428 | $70.05M | Institution |
| Blackrock Inc | 1.26% | 3,527,842 | $48.47M | Institution |
| Renaissance Technologies LLC | 1.12% | 3,153,791 | $43.33M | Institution |
| Dimensional Fund Advisors LP | 1.02% | 2,866,082 | $39.38M | Institution |
| Lakewood Capital Management LP | 0.90% | 2,533,382 | $34.81M | Institution |
| State Street Corp | 0.56% | 1,578,012 | $21.68M | Institution |
| Bank Of New York Mellon Corp | 0.54% | 1,517,209 | $20.85M | Institution |
| Cramer Rosenthal Mcglynn LLC | 0.42% | 1,168,210 | $16.05M | Institution |
| Geode Capital Management LLC | 0.41% | 1,141,423 | $15.68M | Institution |
| Mirae Asset Global Etfs Holdings Ltd | 0.36% | 1,009,347 | $13.87M | Institution |