| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Thu, 1 Oct 2026 | Davis Christopher C | director | A-Award | 24 | $27.34K |
| Thu, 1 Oct 2026 | Markell Jack A. | director | A-Award | 7 | $7.97K |
| Thu, 1 Oct 2026 | MULCAHY ANNE M | director | A-Award | 21 | $23.92K |
| Thu, 1 Oct 2026 | CONLEY DANIELLE Y. | director | A-Award | 19 | $21.64K |
| Thu, 1 Oct 2026 | WAGONER G RICHARD JR | director | A-Award | 21 | $23.92K |
| Fri, 28 Aug 2026 | Maas, Jacob | officer: Executive VP | F-InKind | 501 | $580.77K |
| Fri, 28 Aug 2026 | Maas, Jacob | officer: Executive VP | A-Award | 1,000 | $0 |
| Thu, 13 Aug 2026 | O'Shaughnessy Timothy J | director, officer: President and CEO | J-Other | 4,211 | $0 |
| Thu, 13 Aug 2026 | O'Shaughnessy Laura | 10 percent owner | J-Other | 4,211 | $0 |
| Thu, 13 Aug 2026 | GRAHAM DONALD | director, 10 percent owner: | J-Other | 12,633 | $0 |
| Thu, 13 Aug 2026 | O'Shaughnessy Laura | 10 percent owner | J-Other | 4,211 | — |
| Thu, 13 Aug 2026 | O'Shaughnessy Timothy J | director, officer: President and CEO | J-Other | 4,211 | — |
| Wed, 1 Jul 2026 | CONLEY DANIELLE Y. | director | A-Award | 19 | $22.06K |
| Wed, 1 Jul 2026 | Davis Christopher C | director | A-Award | 23 | $26.71K |
| Wed, 1 Jul 2026 | Markell Jack A. | director | A-Award | 7 | $8.13K |
| Wed, 1 Jul 2026 | MULCAHY ANNE M | director | A-Award | 21 | $24.38K |
| Wed, 1 Jul 2026 | WAGONER G RICHARD JR | director | A-Award | 21 | $24.38K |
| Tue, 26 May 2026 | O'Shaughnessy Laura | 10 percent owner | J-Other | 400 | — |
| Tue, 26 May 2026 | O'Shaughnessy Timothy J | director, officer: President and CEO | J-Other | 400 | — |
| Tue, 26 May 2026 | O'Shaughnessy Timothy J | director, officer: President and CEO | J-Other | 5,600 | — |
| Tue, 26 May 2026 | Weymouth Katharine | director | J-Other | 6,000 | — |
| Tue, 26 May 2026 | O'Shaughnessy Laura | 10 percent owner | J-Other | 5,600 | — |
| Wed, 1 Apr 2026 | CONLEY DANIELLE Y. | director | A-Award | 21 | $22.3K |
| Wed, 1 Apr 2026 | Davis Christopher C | director | A-Award | 25 | $26.54K |
| Wed, 1 Apr 2026 | Markell Jack A. | director | A-Award | 8 | $8.49K |
| Wed, 1 Apr 2026 | MULCAHY ANNE M | director | A-Award | 23 | $24.42K |
| Wed, 1 Apr 2026 | WAGONER G RICHARD JR | director | A-Award | 23 | $24.42K |
| Wed, 30 Jul 2025 | Allen Tony | director | S-Sale | 7 | $6.6K |
| Fri, 16 Jan 2026 | Maas, Jacob | officer: Executive VP | A-Award | 1,000 | $0 |
| Fri, 16 Jan 2026 | Maas, Jacob | officer: Executive VP | F-InKind | 377 | $433.74K |
| Fri, 2 Jan 2026 | Davis Christopher C | director | A-Award | 25 | $27.28K |
| Fri, 2 Jan 2026 | Markell Jack A. | director | A-Award | 8 | $8.73K |
| Fri, 2 Jan 2026 | MULCAHY ANNE M | director | A-Award | 22 | $24.01K |
| Fri, 2 Jan 2026 | WAGONER G RICHARD JR | director | A-Award | 22 | $24.01K |
| Fri, 2 Jan 2026 | CONLEY DANIELLE Y. | director | A-Award | 20 | $21.82K |
| Tue, 11 Nov 2025 | O'Shaughnessy Timothy J | director, officer: President and CEO | F-InKind | 6,839 | $7.42M |
| Tue, 11 Nov 2025 | O'Shaughnessy Laura | 10 percent owner | M-Exempt | 7,582 | $6.61M |
| Tue, 11 Nov 2025 | O'Shaughnessy Laura | 10 percent owner | F-InKind | 6,839 | $7.42M |
| Tue, 11 Nov 2025 | O'Shaughnessy Timothy J | director, officer: President and CEO | M-Exempt | 7,582 | $6.61M |
| Mon, 20 Oct 2025 | Maas, Jacob | officer: Executive VP | F-InKind | 501 | $494.85K |
| Mon, 20 Oct 2025 | Maas, Jacob | officer: Executive VP | A-Award | 1,000 | $0 |
| Holder | Shares | % out | Change |
|---|---|---|---|
| BlackRock, Inc. | 425,251 | 13.0% | +9,614 |
| Madison Avenue Partners, LP | 246,368 | 7.5% | +539 |
| DIMENSIONAL FUND ADVISORS LP | 236,999 | 7.2% | +1,956 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 174,802 | 5.3% | +865 |
| Wallace Capital Management Inc. | 156,376 | 4.8% | +1,305 |
| VANGUARD CAPITAL MANAGEMENT LLC | 144,585 | 4.4% | −1,045 |
| STATE STREET CORP | 127,799 | 3.9% | +3,244 |
| FIRST TRUST ADVISORS LP | 92,463 | 2.8% | −42 |
| GEODE CAPITAL MANAGEMENT, LLC | 90,982 | 2.8% | +3,215 |
| AQR CAPITAL MANAGEMENT LLC | 90,131 | 2.8% | −2,110 |
| VICTORY CAPITAL MANAGEMENT INC | 64,647 | 2.0% | +36,601 |
| NORTHERN TRUST CORP | 42,007 | 1.3% | +1,183 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40,801 | 1.2% | −3,347 |
| Sixth Street Partners Management Company, L.P. |
| 40,801 |
| 1.2% |
| — |
| MORGAN STANLEY | 37,426 | 1.1% | +884 |
