| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 1 Oct 2026 | Lucchese Iole | director, officer: EVP & CHIEF STRATEGY OFFICER | F-InKind | 2,844 | $100.39K |
| Thu, 1 Oct 2026 | Hukkanen Paul | officer: SVP, CHIEF ACCT OFF | F-InKind | 594 | $20.97K |
| Thu, 1 Oct 2026 | Quinton Sasha | officer: EVP, Pres. CBG | F-InKind | 1,503 | $53.06K |
| Thu, 1 Oct 2026 | Glover Haji | officer: EVP & CHIEF FINANCIAL OFFICER | F-InKind | 1,757 | $62.02K |
| Thu, 1 Oct 2026 | Mathews Jeffrey | officer: EVP, CHIEF GROWTH OFFICER | F-InKind | 5,921 | $209.01K |
| Thu, 1 Oct 2026 | Lick Chris | officer: EVP, GENERAL COUNSEL | F-InKind | 176 | $6.21K |
| Tue, 29 Sep 2026 |
| Lucchese Iole |
| director, officer: EVP & CHIEF STRATEGY OFFICER |
| A-Award |
| 24,271 |
| $840.02K |
| Tue, 29 Sep 2026 | Hukkanen Paul | officer: SVP, CHIEF ACCT OFF | A-Award | 3,467 | $119.99K |
| Tue, 29 Sep 2026 | Quinton Sasha | officer: EVP, Pres. CBG | A-Award | 20,371 | $705.04K |
| Tue, 29 Sep 2026 | Glover Haji | officer: EVP & CHIEF FINANCIAL OFFICER | A-Award | 10,835 | $375K |
| Tue, 29 Sep 2026 | Mathews Jeffrey | officer: EVP, CHIEF GROWTH OFFICER | A-Award | 11,702 | $405.01K |
| Tue, 29 Sep 2026 | Lick Chris | officer: EVP, GENERAL COUNSEL | A-Award | 9,188 | $318K |
| Mon, 28 Sep 2026 | Lucchese Iole | director, officer: EVP & CHIEF STRATEGY OFFICER | F-InKind | 1,582 | $51.79K |
| Mon, 28 Sep 2026 | Hukkanen Paul | officer: SVP, CHIEF ACCT OFF | F-InKind | 434 | $14.21K |
| Mon, 28 Sep 2026 | Quinton Sasha | officer: EVP, Pres. CBG | F-InKind | 1,254 | $41.06K |
| Mon, 28 Sep 2026 | Lick Chris | officer: EVP, GENERAL COUNSEL | F-InKind | 147 | $4.81K |
| Wed, 23 Sep 2026 | Lucchese Iole | director, officer: EVP & CHIEF STRATEGY OFFICER | F-InKind | 3,565 | $125.1K |
| Wed, 23 Sep 2026 | Hukkanen Paul | officer: SVP, CHIEF ACCT OFF | F-InKind | 710 | $24.91K |
| Wed, 23 Sep 2026 | Quinton Sasha | officer: EVP, Pres. CBG | F-InKind | 2,786 | $97.76K |
| Wed, 23 Sep 2026 | Glover Haji | officer: EVP & CHIEF FINANCIAL OFFICER | F-InKind | 2,626 | $92.15K |
| Wed, 23 Sep 2026 | Mathews Jeffrey | officer: EVP, CHIEF GROWTH OFFICER | F-InKind | 2,110 | $74.04K |
| Wed, 23 Sep 2026 | Lick Chris | officer: EVP, GENERAL COUNSEL | F-InKind | 1,119 | $39.27K |
| Wed, 16 Sep 2026 | BARGE JAMES W | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Alonso Andres A | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Wolff Anne Clarke | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Dumont Robert Louis | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Walker Verdell | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Alberti-Perez Milena | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Li Linda | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Henderson Kaya | director | A-Award | 3,700 | $129.98K |
| Wed, 16 Sep 2026 | Guerrier Alix | director | A-Award | 3,700 | $129.98K |
| Wed, 26 Aug 2026 | Alonso Andres A | director | S-Sale | 2,112 | $85.07K |
| Wed, 26 Aug 2026 | Alonso Andres A | director | M-Exempt | 2,112 | $81.44K |
| Wed, 26 Aug 2026 | Lucchese Iole | director, officer: EVP & CHIEF STRATEGY OFFICER | S-Sale | 289,624 | $11.52M |
| Fri, 7 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | M-Exempt | 22,151 | $456.98K |
| Fri, 7 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 22,151 | $930.34K |
| Fri, 7 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 22,151 | $930.34K |
| Fri, 7 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | M-Exempt | 22,151 | $456.98K |
| Thu, 6 Aug 2026 | Henderson Kaya | director | S-Sale | 3,250 | $130.81K |
| Thu, 6 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | M-Exempt | 7,549 | $155.74K |
| Thu, 6 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 5,139 | $214.49K |
| Thu, 6 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 2,410 | $101.33K |
| Thu, 6 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 2,410 | $101.33K |
| Thu, 6 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 5,139 | $214.49K |
| Thu, 6 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | M-Exempt | 7,549 | $155.74K |
| Thu, 6 Aug 2026 | Henderson Kaya | director | S-Sale | 3,250 | $130.81K |
| Wed, 5 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | M-Exempt | 20,488 | $422.67K |
| Wed, 5 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 20,488 | $884.43K |
| Wed, 5 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | S-Sale | 20,488 | $884.43K |
| Wed, 5 Aug 2026 | Quinton Sasha | officer: EVP, Pres. CBG | M-Exempt | 20,488 | $422.67K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| BlackRock, Inc. | 2,624,440 | 14.9% | −779,740 |
| DIMENSIONAL FUND ADVISORS LP | 1,731,705 | 9.8% | −2,596 |
| AMERICAN CENTURY COMPANIES INC | 838,952 | 4.8% | +42,938 |
| STATE STREET CORP | 677,671 | 3.9% | −189,263 |
| Bragg Financial Advisors, Inc | 672,247 | 3.8% | −304 |
| VANGUARD CAPITAL MANAGEMENT LLC | 636,562 | 3.6% | −212,697 |
| Invesco Ltd. | 588,589 | 3.3% | +7,926 |
| GEODE CAPITAL MANAGEMENT, LLC | 574,612 | 3.3% | −45,065 |
| Allianz Asset Management GmbH | 550,055 | 3.1% | −24,326 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 482,704 | 2.7% | −43,429 |
| Sixth Street Partners Management Company, L.P. | 461,428 | 2.6% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 461,428 | 2.6% | −114,208 |
| Qube Research & Technologies Ltd | 409,320 | 2.3% | +386,621 |
| ALLIANCEBERNSTEIN L.P. | 371,800 | 2.1% | −590,654 |
| MORGAN STANLEY | 304,326 | 1.7% | −156,919 |
