2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Spahr Laton | Other | 35,627 | Nov 12, 2025 |
| McCaughan James P | Other | 22,000 | Oct 28, 2013 |
| Halter Patrick Gregory | Other | 5,000 | Dec 2, 2015 |
| Scalberg Ernest J | Other | 3,434.51 | Dec 1, 2023 |
| Held Jeremy D. | — | 2,000 | Dec 13, 2019 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Nov 10, 2025 | Nov 12, 2025 | Spahr Laton | Other | Buy | 95.0 | +10,000 | 16.33% | ✗ | $103.5K |
| Apr 11, 2025 | Bullington Stephanie | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 19, 2024 | Herrera Michael | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2024 | HAMILL BRENDAN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 10, 2024 | Nicholas Adams | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 15, 2024 | Legg JoEllen | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 1, 2023 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 31, 2023 | Burns Kathryn | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 18, 2023 | Jul 19, 2023 | Spahr Laton | Other | Buy | 95.0 | +10,000 | 63.99% | ✗ | $97.1K |
| Jul 6, 2023 | Jul 7, 2023 | Spahr Laton | Other | Buy | 95.0 | +15,627 | 100.00% | ✗ | $148.5K |
| Dec 27, 2022 | Dec 29, 2022 | Spahr Laton | Other | Sell | 26.3 | -2,000 | -100.00% | ✗ | $20.6K |
| Dec 21, 2022 | Nicholas Adams | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 21, 2022 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 14, 2021 | Rettinger Erich | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 3, 2021 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 17, 2021 | HAMILL BRENDAN | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 24, 2021 | MCCLURE ROBERT DOUGLAS | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 2, 2020 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 12, 2020 | Jul 14, 2020 | Spahr Laton | Other | Buy | 91.3 | +2,000 | 100.00% | ✗ | $32.5K |
| Dec 27, 2019 | Dec 27, 2019 | Sutula Matthew | Other | Buy | 91.3 | +500 | 454.55% | ✗ | $10.3K |
| Dec 13, 2019 | Held Jeremy D. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 21, 2019 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 5, 2019 | Spahr Laton | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 12, 2019 | Craig Jennifer | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 11, 2019 | Kerschen Jill | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 10, 2019 | Sutula Matthew | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 19, 2019 | Sleightholme Michael | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 15, 2019 | Mar 18, 2019 | Scalberg Ernest J | Other | Sell | 26.3 | -560 | -19.83% | ✗ | $10.1K |
| Dec 17, 2018 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 12, 2018 | Burns Kathryn | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2018 | Noyes Richard Craig | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 6, 2018 | MAY JEREMY O | Principal Financial Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 20, 2017 | AKSELROD SHARON R | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 19, 2017 | Held Jeremy D. | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 15, 2017 | Held Jeremy D. | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 30, 2017 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 6, 2017 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 22, 2016 | Nov 28, 2016 | Peterson Marc | Other | Buy | 91.3 | +850 | 77.27% | ✗ | $13.5K |
| Sep 22, 2016 | Murray Abigail J | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 22, 2016 | Meloni Andrew P | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 30, 2016 | Duran Troy Anthony | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 29, 2016 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 8, 2016 | DST SYSTEMS INC | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 30, 2015 | Dec 2, 2015 | Halter Patrick Gregory | Other | Buy | 95.0 | +5,000 | 100.00% | ✗ | $83.5K |
| Aug 14, 2015 | PRINCIPAL REAL ESTATE INVESTORS LLC | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 13, 2015 | ALPS HOLDINGS INC | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 11, 2015 | Kuchli Andrea E | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 7, 2015 | PARMENTIER WILLIAM R JR | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 7, 2015 | MAY JEREMY O | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 7, 2015 | BURKE EDMUND J | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 7, 2015 | ALPS ADVISORS INC | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 30, 2015 | LAWLER JULIA M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 22, 2015 | Jul 22, 2015 | Peterson Marc | Other | Buy | 91.3 | +800 | 266.67% | ✗ | $15K |
| Jun 26, 2015 | Foss Lucas D | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 26, 2015 | Nelson Erin Douglas | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 26, 2015 | Buhler David T. | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 2, 2014 | Sep 11, 2014 | Scalberg Ernest J | Other | Buy | 91.3 | +1,275 | 167.76% | ✗ | $25.1K |
| Jul 17, 2014 | Tyler Tane T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 17, 2014 | Hunt Aisha | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 20, 2014 | Nelson Erin Douglas | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 20, 2014 | WELSH JENNIFER T | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 27, 2013 | Dec 30, 2013 | Scalberg Ernest J | Other | Buy | 91.3 | +760 | 100.00% | ✗ | $13.1K |
| Oct 24, 2013 | Oct 28, 2013 | MCCAUGHAN JAMES P | Other | Buy | 97.5 | +22,000 | 100.00% | ✗ | $394.9K |
| Oct 23, 2013 | MCCAUGHAN JAMES P | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 11, 2013 | Oct 15, 2013 | Peterson Marc | Other | Buy | 52.5 | - | 0.00% | ✗ | $5.2K |
| Jun 21, 2013 | Carson Scott | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 21, 2013 | Kenkel Tony | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Halter Patrick Gregory | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Tyler Tane T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Szydlowski Robert Joseph | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Swenson Bradley J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Held Jeremy D. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Best Rob | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Dillon Corey L. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Akins Michael T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Haigh Jason Thomas | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Rengarajan Madhan | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Mitchell Tom | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Peterson Marc | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Richmond Matt | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Mundt Randy | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 20, 2013 | Rush Kelly | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | WELSH JENNIFER T | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | Foss Lucas D | Chief Compliance Officer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | Buchanan Patrick D | Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | Carter Thomas Anthony | Chair | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | Scalberg Ernest J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | Rutledge Jerry G | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2013 | Pederson Rick A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - |