How many institutions own VRTS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VRTS shares is 343, representing 83.99% of the company's common stock.

Who are the major shareholders selling Virtus Investment Partners, Inc. stock?

BLACKROCK, INC., in the last quarter, reduced its stake in VRTS by -2.74% restricting it's holding to 972.18 thousand shares of worth nearly $184.74M. NEW YORK STATE TEACHERS RETIREMENT SYSTEM also lessened -1.89% of the VRTS shares from its portfolio, reducing its holding to 5.3 thousand shares of worth $1.01M. VIRGINIA RETIREMENT SYSTEMS ET AL also shunned VRTS shares holding by -8.36% last quarter which brought its holding to 6.58 thousand shares worth $1.25M.

Investors who are buying VRTS stock?

As per its latest 13F filing, CWM, LLC increased its stake in VRTS by 153.4% in the last quarter. The institutional holder raised its holding to 5.41 thousand shares having worth more than $1.03M. KENNONDALE CAPITAL MANAGEMENT LLC also added 42.12% more shares of VRTS to its portfolio, raising its holding to 5.84 thousand shares of worth $1.11M. FMR LLC also increased its VRTS shares holding by 15.76% which brought its holding to 5.88 thousand shares worth $1.12M.

VRTS's major insiders: who are they?

The insider with the most stakes in VRTS is THORP JEFFREY , 10 percent owner at the company. Additionally, VRTS stock is highly held by AYLWARD GEORGE R and EVP, CFO & Treasurer Angerthal Michael A among others.

Did an insider recently sell VRTS stock?

Company executives, directors, and other insiders own 6.3% percent of Virtus Investment Partners, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which VRTS insiders have sold stock, totaling 1.14K shares. Insiders that have sold shares include FLEMING SUSAN S., MANDINACH BARRY M., and ZARRILLI STEPHEN T.

Which insider recently purchased VRTS stock?

There have been 0 transaction(s) during the past 6-months in which Virtus Investment Partners, Inc. insiders have bought stock, totalling 0 shares

How much of VRTS does insiders own?

Around 13.68K Virtus Investment Partners, Inc. shares are held by insiders, which represents about 6.3% of VRTS stock.

Who is the insider with the largest stake?

VRTS 10 percent owner, THORP JEFFREY holds the largest portfolio of the company's shares. VRTS shares owned by THORP total nearly 372.76 thousand.

Which institution holds the most shares in VRTS?

BLACKROCK, INC. is the largest institutional owner in VRTS which holds 972.18 thousand shares worth $184.74M or 14.08% of the total VRTS shares outstanding followed by NEW YORK STATE TEACHERS RETIREMENT SYSTEM with ownership of 5.3 thousand shares representing 0.08% of the VRTS ownership. CWM, LLC is the third largest stakeholder with 5.41 thousand shares or 0.08% of the ownership worth more than $1.03M.

Is Virtus Investment Partners, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VRTS is concerned, it is a stock which is not optionable.

Is there a short position on VRTS's shares?

Number of VRTS shares short is 125.07K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VRTS shares are there?

As of today, 6.75M shares of VRTS are outstanding.

Is there many float in VRTS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VRTS has 6.30M shares in float.

VRTS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VRTS is 1.71.

Virtus Investment Partners (VRTS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.85

Short Percent Of Float2.91

Shares Outstanding6.75M

Shares Float6.30M

Shares Short125.07K

Short Ratio1.71

2.91%

Short % of Float

1.85%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.3% Percentage of Shares held by All Insiders

83.99% Percentage of Shares held by All Institutions

89.64% Percentage of Float held by Institutions

343

Number of Institutions Holding Shares

Institutional Ownership

About 83.99% of VRTS shares are held by financial institutions. BLACKROCK, INC. is the top corporate investor, holding 972.18K shares valued at $184.74M. A 14.08% stake in Virtus Investment Partners, Inc. is owned by the company. NEW YORK STATE TEACHERS RETIREMENT SYSTEM owns 5.3K shares valued at $1.01M, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BLACKROCK, INC.	14.08%	972.18K	184.74M	-27.39K	-2.74%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.08%	5.3K	1.01M	-102	-1.89%
Sep 30, 2025	CWM, LLC	0.08%	5.41K	1.03M	3.27K	+153.40%
Sep 30, 2025	KENNONDALE CAPITAL MANAGEMENT LLC	0.08%	5.84K	1.11M	1.73K	+42.12%
Sep 30, 2025	FMR LLC	0.09%	5.88K	1.12M	801	+15.76%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	5.92K	1.12M	5	+0.08%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.1%	6.58K	1.25M	-600	-8.36%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.1%	6.86K	1.3M	-1.09K	-13.73%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.12%	8.54K	1.62M	6.75K	+377.84%
Sep 30, 2025	DEUTSCHE BANK AG\	0.14%	9.6K	1.82M	20	+0.21%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.14%	9.74K	1.85M	31	+0.32%
Sep 30, 2025	BARCLAYS PLC	0.14%	9.99K	1.9M	-5.59K	-35.90%
Sep 30, 2025	SEI INVESTMENTS CO	0.15%	10.07K	1.91M	7.13K	+242.19%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.15%	10.34K	1.96M	-5.6K	-35.15%
Sep 30, 2025	QUEST PARTNERS LLC	0.16%	10.94K	2.08M	7.58K	+224.84%
Sep 30, 2025	NEARWATER CAPITAL MARKETS, LTD	0.17%	11.4K	2.17M	11.4K	+100.00%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	12.7K	2.41M	100	+0.79%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.18%	12.74K	2.42B	3.8K	+42.44%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.19%	12.8K	2.43M	-4.77K	-27.14%
Sep 30, 2025	CENTERBOOK PARTNERS LP	0.2%	14.05K	2.67M	10.17K	+261.84%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	14.29K	2.72M	697	+5.13%
Sep 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.22%	15.33K	2.78M	0	0
Sep 30, 2025	HUBER CAPITAL MANAGEMENT LLC	0.21%	14.47K	2.75M	-1K	-6.47%
Sep 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.28%	19.51K	3.71M	-281	-1.42%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.95%	65.32K	12.41M	-2.48K	-3.65%
Sep 30, 2025	BROWN ADVISORY INC	1.44%	99.09K	18.83M	-2.86K	-2.81%
Sep 30, 2025	NORTHERN TRUST CORP	1.54%	106.02K	20.15M	-1.58K	-1.47%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.26%	155.88K	29.62M	29.92K	+23.75%
Sep 30, 2025	VILLANOVA INVESTMENT MANAGEMENT CO LLC	0.21%	14.39K	2.74M	3.88K	+36.87%
Sep 30, 2025	IEQ CAPITAL, LLC	0.22%	14.92K	2.84M	8.55K	+134.02%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.23%	15.91K	3.02M	-1.71K	-9.72%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.23%	16.16K	3.07M	-14.16K	-46.70%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.25%	17.6K	3.34M	-14.58K	-45.31%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.36%	24.7K	4.69M	2.5K	+11.28%
Sep 30, 2025	AWH CAPITAL, L.P.	0.36%	24.74K	4.7M	0	0
Sep 30, 2025	INVESCO LTD.	0.39%	26.76K	5.09M	663	+2.54%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.44%	30.64K	5.82M	-1.57K	-4.89%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.45%	31.01K	5.89M	-4.13K	-11.76%
Sep 30, 2025	NUVEEN, LLC	0.72%	49.38K	9.38M	-2.51K	-4.84%
Sep 30, 2025	JPMORGAN CHASE & CO	1.41%	97.58K	18.54M	-6.75K	-6.47%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	3.32%	229.36K	43.58M	119.8K	+109.35%
Sep 30, 2025	HRT FINANCIAL LP	0.22%	15.11K	2.87M	-1.97K	-11.51%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.25%	17.35K	3.3M	3.81K	+28.11%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.25%	17.4K	3.31M	17.4K	+100.00%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.27%	18.32K	3.48M	18.32K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.33%	22.46K	4.27M	556	+2.54%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	22.81K	4.34M	-6.23K	-21.45%
Sep 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.38%	26.06K	4.95M	24.84K	+2,043.01%
Sep 30, 2025	UBS GROUP AG	0.43%	29.54K	5.61M	23.35K	+377.12%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.44%	30.38K	5.77M	20.47K	+206.62%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.52%	35.7K	6.79M	-3.55K	-9.04%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.53%	36.53K	6.94M	4.39K	+13.65%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.55%	37.74K	7.17M	25.96K	+220.46%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.56%	38.75K	7.36M	5.86K	+17.82%
Sep 30, 2025	MAN GROUP PLC	0.57%	39.27K	7.46M	2.69K	+7.36%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.67%	46.06K	8.75M	39.23K	+574.76%
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.89%	61.17K	11.62M	464	+0.76%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.91%	62.71K	11.92M	-77	-0.12%
Sep 30, 2025	ALGERT GLOBAL LLC	0.92%	63.47K	12.06M	12.7K	+25.01%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.98%	67.71K	12.87M	-5.46K	-7.46%
Sep 30, 2025	VULCAN VALUE PARTNERS, LLC	1.15%	79.27K	15.06M	-7.17K	-8.30%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.26%	86.93K	16.52M	-3.49K	-3.86%
Sep 30, 2025	MORGAN STANLEY	1.37%	94.33K	17.93M	-13K	-12.11%
Sep 30, 2025	ROYAL BANK OF CANADA	1.55%	107.15K	20.36M	-4.9K	-4.37%
Sep 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	1.56%	107.67K	20.61M	-17.41K	-13.92%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.66%	114.77K	21.81M	43.42K	+60.86%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.24%	154.89K	29.44M	-90	-0.06%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.2%	290.24K	55.16M	-10.58K	-3.52%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.3%	297.18K	56.47M	-7.35K	-2.41%
Sep 30, 2025	STATE STREET CORP	4.41%	304.79K	57.92M	22.87K	+8.11%
Sep 30, 2025	VANGUARD GROUP INC	12.26%	846.52K	160.86M	-23.78K	-2.73%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.09%	5.98K	1.09M	344	+6.10%
Jun 30, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.29%	19.79K	3.59M	-752	-3.66%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.16%	11.13K	2.02M	2.21K	+24.71%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.14%	9.46K	1.72M	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.13%	9.01K	1.63M	-6.65K	-42.45%
Jun 30, 2025	DENALI ADVISORS LLC	0.13%	9K	1.63M	9K	+100.00%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.12%	8.2K	1.49M	-7.91K	-49.11%
Jun 30, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.1%	7.24K	1.31M	522	+7.77%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.1%	7.23K	1.31M	7.23K	+100.00%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.09%	6.46K	1.17M	6.25K	+3,035.92%
Jun 30, 2025	IEQ CAPITAL, LLC	0.09%	6.38K	1.16M	6.38K	+100.00%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.09%	6K	1.09M	6K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.07%	4.6K	834.98K	4.6K	+100.00%
Jun 30, 2025	AXQ CAPITAL, LP	0.06%	4.42K	800.88K	2.67K	+153.01%
Jun 30, 2025	SUMMIT GLOBAL INVESTMENTS	0.06%	4.38K	795K	4.38K	+100.00%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.06%	3.99K	724.51K	1.36K	+51.35%
Jun 30, 2025	CENTERBOOK PARTNERS LP	0.06%	3.88K	704.56K	3.88K	+100.00%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.06%	3.86K	699K	205	+5.61%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.05%	3.7K	670.49K	1.22K	+49.21%
Jun 30, 2025	ROYAL BANK OF CANADA	1.62%	112.04K	20.32M	17.27K	+18.22%
Jun 30, 2025	MORGAN STANLEY	1.55%	107.33K	19.47M	15.63K	+17.04%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.91%	62.79K	11.39M	-4.18K	-6.24%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.17%	11.78K	2.14M	2.43K	+25.99%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.88%	60.71K	11.01M	-100	-0.16%
Jun 30, 2025	BLACKROCK, INC.	14.48%	999.57K	181.32M	-70.35K	-6.57%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.82%	125.96K	22.85M	12.77K	+11.28%
Jun 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	1.81%	125.08K	22.91M	22.9K	+22.41%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.06%	73.17K	13.27M	9.34K	+14.63%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.98%	67.8K	12.3M	67.8K	+100.00%
Jun 30, 2025	MAN GROUP PLC	0.53%	36.58K	6.64M	4.12K	+12.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	35.15K	6.38M	4.38K	+14.24%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.48%	32.89K	5.97M	-23.09K	-41.25%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.47%	32.22K	5.84M	-7.41K	-18.70%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.47%	32.18K	5.84M	-14.43K	-30.95%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.47%	32.14K	5.83M	14.96K	+87.08%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.44%	30.32K	5.5M	25.64K	+547.91%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	29.04K	5.27M	2.22K	+8.28%
Jun 30, 2025	INVESCO LTD.	0.38%	26.1K	4.73M	-5.33K	-16.96%
Jun 30, 2025	AWH CAPITAL, L.P.	0.36%	24.74K	4.49M	1.5K	+6.45%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	22.2K	4.03M	1.24K	+5.94%
Jun 30, 2025	RHUMBLINE ADVISERS	0.32%	21.9K	3.97M	642	+3.02%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.25%	17.56K	3.19M	5.46K	+45.11%
Jun 30, 2025	HRT FINANCIAL LP	0.25%	17.08K	3.1M	6.61K	+63.20%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.23%	15.94K	3.73M	1.08K	+7.24%
Jun 30, 2025	BARCLAYS PLC	0.23%	15.58K	2.83M	2.67K	+20.63%
Jun 30, 2025	HUBER CAPITAL MANAGEMENT LLC	0.22%	15.47K	2.81M	6.9K	+80.53%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.22%	15.33K	2.78M	15.33K	+100.00%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	13.59K	2.47M	-500	-3.55%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.2%	13.54K	2.46M	6.41K	+90.00%
Jun 30, 2025	SWISS NATIONAL BANK	0.18%	12.6K	2.29M	-300	-2.33%
Jun 30, 2025	JANE STREET GROUP, LLC	0.18%	12.31K	2.23M	-3.24K	-20.81%
Jun 30, 2025		0.75%	51.9K	9.41M	-4.03K	-7.20%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.14%	9.93K	1.8B	-6.52K	-39.63%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	8.95K	1.62M	4.19K	+88.24%
Jun 30, 2025	NUMERAI GP LLC	0.12%	8.5K	1.54M	3.24K	+61.72%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.1%	7.18K	1.3M	300	+4.36%
Jun 30, 2025	XTX TOPCO LTD	0.1%	7.03K	1.28M	1.44K	+25.81%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	5.91K	1.07M	535	+9.95%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	5.84K	1.06M	-518	-8.15%
Jun 30, 2025	SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.08%	5.8K	1.05M	5.8K	+100.00%
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.08%	5.31K	962.51K	-1.84K	-25.70%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.08%	5.25K	952.35K	1.24K	+30.92%
Jun 30, 2025	FMR LLC	0.07%	5.08K	921.98M	-1.62K	-24.17%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	1.03%	71.35K	12.94M	18.96K	+36.18%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	7.67K	1.39B	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	6.11K	1.11B	-495	-7.50%
Jun 30, 2025	VANGUARD GROUP INC	12.6%	870.3K	157.87M	-32.28K	-3.58%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.41%	304.53K	55.24M	4.57K	+1.52%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	4.36%	300.82K	54.57M	-4.88K	-1.60%
Jun 30, 2025	STATE STREET CORP	4.08%	281.92K	51.14M	-6.75K	-2.34%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.24%	154.98K	28.12M	961	+0.62%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.59%	109.56K	19.87M	14.88K	+15.72%
Jun 30, 2025	NORTHERN TRUST CORP	1.56%	107.6K	19.52M	-43	-0.04%
Jun 30, 2025	JPMORGAN CHASE & CO	1.51%	104.33K	18.93M	-12.52K	-10.71%
Jun 30, 2025	BROWN ADVISORY INC	1.48%	101.95K	18.49M	18.14K	+21.65%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.31%	90.42K	16.4M	4.25K	+4.93%
Jun 30, 2025	NUVEEN, LLC	0.75%	51.9K	9.41M	-4.03K	-7.20%
Jun 30, 2025	VULCAN VALUE PARTNERS, LLC	1.25%	86.44K	15.68M	-260	-0.30%
Jun 30, 2025	ALGERT GLOBAL LLC	0.74%	50.78K	9.21M	21.99K	+76.39%
Jun 30, 2025	NORGES BANK	0.57%	39.56K	7.18M	39.56K	+100.00%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.57%	39.25K	7.12M	-28.82K	-42.34%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	20.43K	3.71M	4.2K	+25.86%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	17.62K	3.19M	-453	-2.51%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	154.02K	26.55M	3.95K	+2.63%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.26%	18.07K	3.12M	-319	-1.73%
Mar 31, 2025	RHUMBLINE ADVISERS	0.31%	21.26K	3.66M	-224	-1.04%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.85%	58.79K	10.13M	5.73K	+10.81%
Mar 31, 2025	WCM INVESTMENT MANAGEMENT, LLC	1.47%	102.18K	17.7M	-6.75K	-6.20%
Mar 31, 2025	BARCLAYS PLC	0.19%	12.92K	2.23M	-2.39K	-15.60%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.2%	14.04K	2.42M	5K	+55.32%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	14.09K	2.43M	-605	-4.12%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.21%	14.86K	3.53M	-1.26K	-7.82%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	15.54K	2.68M	5.67K	+57.45%
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.87%	60.81K	10.48M	39.9K	+190.75%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.92%	63.83K	11M	2.94K	+4.83%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.96%	66.97K	11.54M	-4.63K	-6.47%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.98%	68.07K	11.73M	-2.9K	-4.09%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.36%	94.67K	16.32M	1.03K	+1.10%
Mar 31, 2025	ROYAL BANK OF CANADA	1.36%	94.78K	16.34M	-16.94K	-15.16%
Mar 31, 2025	JPMORGAN CHASE & CO	1.68%	116.85K	20.14M	-41.18K	-26.06%
Mar 31, 2025	VULCAN VALUE PARTNERS, LLC	1.25%	86.7K	14.94M	-11.93K	-12.09%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.24%	86.16K	14.85M	-2.34K	-2.64%
Mar 31, 2025	BROWN ADVISORY INC	1.21%	83.81K	14.45M	-1.15K	-1.35%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.75%	52.39K	9.03M	6K	+12.92%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.67%	46.6K	8.03M	1.99K	+4.46%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	39.63K	6.83M	1.29K	+3.36%
Mar 31, 2025	MAN GROUP PLC	0.47%	32.46K	5.59M	3.07K	+10.45%
Mar 31, 2025	INVESCO LTD.	0.45%	31.43K	5.42M	1.65K	+5.55%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.44%	30.77K	5.3M	519	+1.72%
Mar 31, 2025	ALGERT GLOBAL LLC	0.41%	28.79K	4.96M	1.87K	+6.95%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.39%	26.82K	4.62M	1.9K	+7.61%
Mar 31, 2025	AWH CAPITAL, L.P.	0.33%	23.24K	4.01M	-2.91K	-11.12%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.31%	21.46K	3.7M	-4K	-15.71%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.27%	18.97K	3.27M	-4.13K	-17.87%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.23%	16.23K	2.8M	-1.1K	-6.34%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.24%	16.45K	2.84M	8.65K	+110.88%
Mar 31, 2025	MERITAGE PORTFOLIO MANAGEMENT	0.3%	20.54K	3.54M	-432	-2.06%
Mar 31, 2025	STATE STREET CORP	4.15%	288.67K	49.76M	-7.25K	-2.45%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.31%	299.96K	51.7M	23.08K	+8.34%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	4.4%	305.7K	52.69M	-15.19K	-4.73%
Mar 31, 2025	VANGUARD GROUP INC	12.98%	902.58K	155.57M	-163	-0.02%
Mar 31, 2025	MARSHALL WACE, LLP	0.23%	15.65K	2.7M	5.21K	+49.90%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.23%	16.11K	2.78M	9.84K	+156.93%
Mar 31, 2025	CITADEL ADVISORS LLC	0.26%	18.01K	3.1M	18.01K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.25%	17.18K	2.96M	-81	-0.47%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.3%	20.95K	3.61M	4.5K	+27.35%
Mar 31, 2025		0.8%	55.92K	9.64M	55.92K	+100.00%
Mar 31, 2025	MORGAN STANLEY	1.32%	91.7K	15.81M	-11.35K	-11.01%
Mar 31, 2025	NORTHERN TRUST CORP	1.55%	107.64K	18.55M	1.54K	+1.45%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.63%	113.19K	19.51M	31.45K	+38.48%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.8%	55.98K	9.65M	-1.21K	-2.11%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.81%	56.57K	9.75M	-1.5K	-2.59%
Mar 31, 2025	BLACKROCK, INC.	15.38%	1.07M	184.41M	1.7K	+0.16%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.13%	9.1K	2.26M	195	+2.19%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.08%	5.91K	1.47M	76	+1.30%
Mar 31, 2024	CITIGROUP INC	0.08%	6.06K	1.5M	1.91K	+45.84%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.08%	6.07K	1.5M	-11.47K	-65.40%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	6.07K	1.5M	292	+5.05%
Mar 31, 2024	SANTA MONICA PARTNERS LP	0.08%	6.08K	1.51M	0	0
Mar 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.09%	6.36K	1.58M	4	+0.06%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	8.08K	2M	-810	-9.12%
Mar 31, 2024	ALGERT GLOBAL LLC	0.12%	8.37K	2.08M	-568	-6.35%
Mar 31, 2024	UBS GROUP AG	0.12%	8.87K	2.2M	3.34K	+60.47%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	10.41K	2.58M	195	+1.91%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.15%	10.58K	2.62M	7.82K	+282.74%
Mar 31, 2024	LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA	0.56%	40K	9.92M	-5K	-11.11%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.64%	46.26K	11.47M	1.18K	+2.62%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.67%	48.16K	11.94M	40.88K	+561.92%
Mar 31, 2024	VULCAN VALUE PARTNERS, LLC	2.19%	157.38K	39.03M	-32.73K	-17.22%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	5.86K	1.45M	-159	-2.64%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.08%	5.44K	1.35M	5.44K	+100.00%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.07%	5.15K	1.28M	-1.11K	-17.77%
Mar 31, 2024	CHASE INVESTMENT COUNSEL CORP	0.07%	4.8K	1.19M	0	0
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.11%	151.73K	37.63M	-252.83K	-62.50%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.07%	148.71K	36.88M	-3.37K	-2.22%
Mar 31, 2024	ROYAL BANK OF CANADA	1.69%	121.64K	30.16M	-7.93K	-6.12%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	1.53%	110.16K	27.32M	-2.63K	-2.33%
Mar 31, 2024	MORGAN STANLEY	1.44%	103.68K	25.71M	20.31K	+24.37%
Mar 31, 2024	JPMORGAN CHASE & CO	1.43%	102.86K	25.51M	18.53K	+21.97%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	1.38%	98.97K	24.54M	-4.96K	-4.77%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.35%	96.69K	23.98M	-2.56K	-2.58%
Mar 31, 2024	NORTHERN TRUST CORP	1.29%	92.88K	23.03M	-3.47K	-3.60%
Mar 31, 2024	BROWN ADVISORY INC	1.21%	87.15K	21.61M	1.42K	+1.65%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.12%	80.24K	19.9M	-1.61K	-1.97%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.89%	64.15K	15.91M	-5.87K	-8.38%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.87%	62.25K	15.44M	1.81K	+3.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.83%	59.6K	14.78M	376	+0.63%
Mar 31, 2024	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.82%	59.1K	14.66M	27.48K	+86.91%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.7%	50.43K	12.51M	-3.83K	-7.06%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.54%	38.86K	9.64M	-1.83K	-4.51%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.52%	37.33K	9.26M	19.49K	+109.29%
Mar 31, 2024	MAN GROUP PLC	0.44%	31.69K	7.86M	1.68K	+5.58%
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.4%	28.61K	7.09M	3.86K	+15.60%
Mar 31, 2024	AWH CAPITAL, L.P.	0.38%	27.5K	6.82M	101	+0.37%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.38%	27.29K	6.77M	-799	-2.84%
Mar 31, 2024	INVESCO LTD.	0.34%	24.55K	6.09M	-1.41K	-5.43%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.34%	24.52K	6.08M	18.75K	+324.36%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.33%	23.51K	5.83M	10.46K	+80.19%
Mar 31, 2024	RHUMBLINE ADVISERS	0.32%	23.31K	5.78M	-108	-0.46%
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.27%	19.27K	4.78M	15.28K	+382.72%
Mar 31, 2024	GATOR CAPITAL MANAGEMENT, LLC	0.27%	19.13K	4.74M	0	0
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0.26%	18.81K	4.66M	18.8K	+188,000.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.26%	18.42K	4.56M	11	+0.06%
Mar 31, 2024	MERITAGE PORTFOLIO MANAGEMENT	0.23%	16.71K	4.15M	16.71K	+100.00%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.23%	16.44K	4.08M	-110	-0.66%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	14.2K	3.52M	-100	-0.70%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.19%	13.92K	3.45M	6.21K	+80.64%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	13.85K	3.43M	-170	-1.21%
Mar 31, 2024	HUBER CAPITAL MANAGEMENT LLC	0.19%	13.61K	3.37M	1.11K	+8.88%
Mar 31, 2024	CITADEL ADVISORS LLC	0.17%	12.36K	3.06M	8.32K	+206.32%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.16%	11.61K	2.88M	-1.21K	-9.41%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.15%	10.83K	2.69M	10.83K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	10.76K	2.67M	826	+8.31%
Mar 31, 2024	BLACKROCK INC.	15.15%	1.09M	269.75M	-21.55K	-1.94%
Mar 31, 2024	VANGUARD GROUP INC	12.65%	908.34K	225.25M	-2.97K	-0.33%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	4.45%	319.67K	79.27M	264	+0.08%
Mar 31, 2024	FMR LLC	3.16%	226.98K	56.29M	7.17K	+3.26%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.13%	224.79K	55.74M	128.71K	+133.96%
Mar 31, 2024	STATE STREET CORP	4.29%	307.98K	76.37M	7.66K	+2.55%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.84%	60.44K	14.61M	1.25K	+2.11%
Dec 31, 2023	NORGES BANK	0.84%	60.59K	14.65M	60.59K	+100.00%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.98%	70.02K	16.93M	-864	-1.22%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.14%	81.86K	19.79M	-4.6K	-5.32%
Dec 31, 2023	MORGAN STANLEY	1.16%	83.36K	20.15M	10.12K	+13.82%
Dec 31, 2023	JPMORGAN CHASE & CO	1.17%	84.33K	20.39M	-15.31K	-15.36%
Dec 31, 2023	BROWN ADVISORY INC	1.19%	85.73K	20.73M	-3.76K	-4.21%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.34%	96.08K	23.23M	1.72K	+1.82%
Dec 31, 2023	NORTHERN TRUST CORP	1.34%	96.35K	23.29M	-1.54K	-1.57%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.38%	99.24K	23.99M	-5.48K	-5.23%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.45%	103.93K	25.13M	-4.16K	-3.85%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	1.57%	112.79K	27.87M	-135	-0.12%
Dec 31, 2023	ROYAL BANK OF CANADA	1.81%	129.57K	31.33M	3.79K	+3.02%
Dec 31, 2023	SWISS NATIONAL BANK	0.2%	14.3K	3.46M	-1.7K	-10.63%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.23%	16.55K	4M	-1.66K	-9.13%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.24%	17.54K	4.24B	1.54K	+9.60%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.25%	17.68K	4.27M	3K	+20.42%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.25%	17.83K	4.31M	834	+4.91%
Dec 31, 2023	STATE STREET CORP	4.18%	300.32K	72.6M	2.01K	+0.67%
Dec 31, 2023	FMR LLC	3.06%	219.81K	53.14M	11.18K	+5.36%
Dec 31, 2023	VULCAN VALUE PARTNERS, LLC	2.65%	190.11K	45.96M	-23.83K	-11.14%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.12%	152.08K	36.77M	4.54K	+3.08%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.76%	54.26K	13.12M	770	+1.44%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.63%	45.07K	10.9M	11.84K	+35.63%
Dec 31, 2023	LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA	0.63%	45K	10.88M	0	0
Dec 31, 2023	BLACKROCK INC.	15.45%	1.11M	268.19M	30.7K	+2.85%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.57%	40.7K	9.84M	-62	-0.15%
Dec 31, 2023	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.44%	31.62K	7.64M	17.3K	+120.81%
Dec 31, 2023	MAN GROUP PLC	0.42%	30.02K	7.26M	-599	-1.96%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.39%	28.09K	6.79M	-1.03K	-3.54%
Dec 31, 2023	AWH CAPITAL, L.P.	0.38%	27.4K	6.62M	-12.6K	-31.50%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.26%	18.41K	4.45M	-333	-1.78%
Dec 31, 2023	GATOR CAPITAL MANAGEMENT, LLC	0.27%	19.13K	4.62M	100	+0.53%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.32%	22.83K	5.52M	11.79K	+106.85%
Dec 31, 2023	RHUMBLINE ADVISERS	0.33%	23.42K	5.66M	-446	-1.87%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.34%	24.75K	5.98M	-522	-2.07%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.83%	59.22K	14.32M	157	+0.27%
Dec 31, 2023	VANGUARD GROUP INC	12.7%	911.31K	220.32M	-4.16K	-0.45%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	5.64%	404.56K	97.81M	-34.74K	-7.91%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	4.45%	319.41K	77.22M	-210	-0.07%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	14.02K	3.39M	5.59K	+66.32%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.18%	13.05K	3.16M	-1.84K	-12.38%
Dec 31, 2023	PANAGORA ASSET MANAGEMENT INC	0.18%	12.82K	3.1M	-204	-1.57%
Dec 31, 2023	BARCLAYS PLC	0.18%	12.82K	3.1M	7.2K	+128.04%
Dec 31, 2023	HUBER CAPITAL MANAGEMENT LLC	0.17%	12.5K	3.02M	-5.67K	-31.22%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.15%	10.84K	2.62M	9.03K	+499.23%
Dec 31, 2023	DEUTSCHE BANK AG\	0.15%	10.65K	2.57M	7.15K	+204.72%
Dec 31, 2023	CREDIT SUISSE AG/	0.14%	10.22K	2.47M	263	+2.64%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.14%	9.94K	2.4M	-1.92K	-16.18%
Dec 31, 2023	INVESCO LTD.	0.36%	25.96K	6.28M	1.86K	+7.70%

Insiders

Among the VRTS insiders holding of 6.3% of the stake in company, THORP JEFFREY, 10 percent owner, holds the largest shares of 372.76K. AYLWARD GEORGE R, , is the second largest VRTS insider with ownership of 103.2K shares. ANGERTHAL MICHAEL A, EVP, CFO & Treasurer, stands third with possession of 69.9K shares of that stake.

Insiders	Designation	Shares Held
THORP JEFFREY	10 percent owner	372.76K
AYLWARD GEORGE R		103.2K
ANGERTHAL MICHAEL A	EVP, CFO & Treasurer	69.9K
TREANOR MARK C	director	28.41K
HOLT TIMOTHY A	director	18.75K
WALTMAN FRANCIS G	EVP, Product Management	17.74K
FLEMING SUSAN S.	director	13.68K
MANDINACH BARRY M.	EVP, Head of Distribution	12.42K
PENA MARDELLE W	EVP, Chief HR Officer	12.25K
SWAN EDWARD M JR	director	11.64K
BAIO JAMES R	director	10.05K
CABRERA SUSAN F	director	9.75K
COFFEY DIANE M	director	9.66K
BRADLEY WILLIAM PATRICK III	EVP, Fund Services	9.24K
NEAMTZ J STEVEN	EVP, Retail Distribution	5.2K
ZARRILLI STEPHEN T	director	3.55K
AYLWARD GEORGE R JR	President, CEO and Director	3.28K
MORRIS W HOWARD		738
BANK OF MONTREAL /CAN/	10 percent owner	150

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	FLEMING SUSAN S.	SALE	167.98	1.14K	191.5K	13.68K
May 20, 2024	MANDINACH BARRY M.	SALE	234.00	7.89K	1.85M	12.42K
May 17, 2024	MANDINACH BARRY M.	SALE	234.00	77	18.02K	20.3K
Mar 06, 2024	ZARRILLI STEPHEN T	SALE	248.40	2.15K	534.05K	3.55K
Feb 05, 2024	ANGERTHAL MICHAEL A	SALE	234.55	10	2.35K	69.9K
May 27, 2022	MORRIS W HOWARD	SALE	192.09	151	29.01K	738
Mar 17, 2022	MORRIS W HOWARD	PURCHASE	231.00	435	100.48K	435
Dec 15, 2021	PENA MARDELLE W	SALE	289.12	1.6K	462.59K	12.25K
Dec 14, 2021	MANDINACH BARRY M.	SALE	288.96	272	78.6K	12.58K
Nov 12, 2021	BRADLEY WILLIAM PATRICK III	SALE	335.00	300	100.5K	9.24K
Nov 05, 2021	BRADLEY WILLIAM PATRICK III	SALE	335.00	150	50.25K	9.54K
Nov 03, 2021	BRADLEY WILLIAM PATRICK III	SALE	330.00	300	99K	9.84K
Nov 02, 2021	BRADLEY WILLIAM PATRICK III	SALE	330.00	152	50.16K	10.44K
Aug 13, 2021	BRADLEY WILLIAM PATRICK III	SALE	315.00	175	55.13K	10.9K
Aug 03, 2021	ZARRILLI STEPHEN T	SALE	280.55	1.81K	507.24K	4.51K
May 18, 2021	BRADLEY WILLIAM PATRICK III	SALE	280.00	1K	280K	11.08K
May 07, 2021	BRADLEY WILLIAM PATRICK III	SALE	278.25	1K	278.25K	14.08K
Aug 13, 2020	WALTMAN FRANCIS G	SALE	145.77	100	14.58K	17.74K
Aug 12, 2020	WALTMAN FRANCIS G	SALE	147.56	500	73.78K	27.74K
Dec 23, 2019	TREANOR MARK C	SALE	123.73	1	123.73	28.41K
Oct 27, 2016	BANK OF MONTREAL /CAN/	SALE	93.50	1.73M	161.54M	150
Dec 01, 2015	BRADLEY WILLIAM PATRICK III	SALE	140.00	210	29.4K	7.59K
Sep 05, 2014	ANGERTHAL MICHAEL A	PURCHASE	179.77	135	24.27K	34.61K
Dec 17, 2013	WALTMAN FRANCIS G	SALE	202.40	442	89.46K	25.67K
Dec 16, 2013	BRADLEY WILLIAM PATRICK III	SALE	204.49	550	112.47K	8.44K
Dec 16, 2013	WALTMAN FRANCIS G	SALE	203.43	767	156.03K	26.42K
Nov 14, 2013	BRADLEY WILLIAM PATRICK III	SALE	209.11	478	99.95K	8.99K
Nov 11, 2013	BRADLEY WILLIAM PATRICK III	SALE	209.11	33	6.9K	9.47K
Dec 17, 2012	TREANOR MARK C	SALE	118.70	40	4.75K	20.8K
Dec 04, 2012	BAIO JAMES R	SALE	114.02	1K	114.02K	10.05K
Dec 04, 2012	SWAN EDWARD M JR	SALE	115.16	300	34.55K	11.64K
Nov 30, 2012	COFFEY DIANE M	SALE	14.00	1K	14K	9.66K
Nov 30, 2012	WALTMAN FRANCIS G	SALE	113.02	2.3K	259.95K	22.7K
Nov 30, 2012	BAIO JAMES R	SALE	113.16	407	46.06K	11.05K
Nov 29, 2012	FLEMING SUSAN S.	SALE	113.62	2K	227.24K	9.91K
Apr 25, 2012	BRADLEY WILLIAM PATRICK III	SALE	80.36	41	3.29K	7.93K
Apr 20, 2012	BRADLEY WILLIAM PATRICK III	SALE	80.60	100	8.06K	7.93K
Mar 16, 2012	BRADLEY WILLIAM PATRICK III	SALE	81.53	100	8.15K	9.85K
Jan 10, 2012	THORP JEFFREY	SALE	82.54	3.62K	298.37K	372.76K
Sep 02, 2011	TREANOR MARK C	PURCHASE	58.59	1K	58.59K	19.16K
Aug 12, 2011	BAIO JAMES R	PURCHASE	61.84	500	30.92K	10.87K
Aug 09, 2011	PENA MARDELLE W	PURCHASE	61.13	820	50.13K	2.59K
Aug 08, 2011	BAIO JAMES R	PURCHASE	57.51	500	28.76K	10.37K
Aug 05, 2011	AYLWARD GEORGE R	PURCHASE	67.62	750	50.72K	103.2K
Feb 03, 2011	ANGERTHAL MICHAEL A	PURCHASE	53.86	2K	107.72K	31.87K
Nov 15, 2010	SWAN EDWARD M JR	PURCHASE	40.61	1K	40.61K	10.52K
Nov 12, 2010	SWAN EDWARD M JR	PURCHASE	38.97	1.5K	58.46K	9.52K
Nov 12, 2010	TREANOR MARK C	PURCHASE	38.99	5K	194.95K	16.67K
Nov 12, 2010	CABRERA SUSAN F	PURCHASE	38.94	1K	38.94K	9.75K
Nov 09, 2010	HOLT TIMOTHY A	PURCHASE	39.45	6.4K	252.48K	18.75K
Nov 08, 2010	HOLT TIMOTHY A	PURCHASE	39.53	3.6K	142.31K	12.35K
Jun 03, 2009	NEAMTZ J STEVEN	PURCHASE	16.16	5K	80.8K	5.2K
May 19, 2009	NEAMTZ J STEVEN	PURCHASE	14.85	200	2.97K	200
May 15, 2009	AYLWARD GEORGE R JR	PURCHASE	13.73	100	1.37K	3.28K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES1.14K1

NET SHARES-1.14K1

SHARES HELD13.68K1

% NET SHARES-108.34%0%

Frequently Asked Questions