| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Michael A. Angerthal | EVP CFO Treasurer | 2026-03-13 | 5,155 | $126.11 | $650.10kBuy |
| George R. Aylward | Director CEO and President | 2026-03-13 | 3,940 | $126.11 | $496.87kSell |
| Andra C. Purkalitis | EVP and CLO | 2026-03-13 | 390 | $126.11 | $49.18kSell |
| Andra C. Purkalitis | EVP and CLO | 2026-03-13 | 2,578 | $126.11 | $325.11kBuy |
| Richard W. Smirl | EVP Chief Operating Officer | 2026-03-13 | 1,121 | $126.11 | $141.37kSell |
| Richard W. Smirl | EVP Chief Operating Officer | 2026-03-13 | 5,155 | $126.11 | $650.10kBuy |
| Michael A. Angerthal | EVP CFO Treasurer | 2026-03-13 | 772 | $126.11 | $97.36kSell |
| Barry M. Mandinach | EVP Head of Distribution | 2026-03-13 | 3,093 | $126.11 | $390.06kBuy |
| Barry M. Mandinach | EVP Head of Distribution | 2026-03-13 | 741 | $126.11 | $93.45kSell |
| Elizabeth A. Lieberman | EVP Chief HR Officer | 2026-03-13 | 2,448 | $126.11 | $308.72kBuy |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Phoenix Investment Management Co | 86.21% | 5,772,076 | $840.13M | Insider |
| Blackrock Inc | 14.66% | 981,656 | $142.88M | Institution |
| Vanguard Group Inc | 12.51% | 837,779 | $121.94M | Institution |
| Of Montreal Bank | 5.65% | 378,630 | $55.11M | Insider |
| Jeffrey Thorp | 5.57% | 372,755 | $54.25M | Insider |
| State Street Corp | 4.58% | 306,375 | $44.59M | Institution |
| Charles Schwab Investment Management Inc | 4.48% | 300,098 | $43.68M | Institution |
| Dimensional Fund Advisors LP | 4.44% | 297,128 | $43.25M | Institution |
| George R. Aylward | 4.35% | 291,516 | $42.43M | Insider |
| Victory Capital Management Inc | 3.66% | 245,344 | $35.71M | Institution |