| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 50% | $21,280,000 | 250,000 | BlackRock Portfolio Management LLC | 31 Jan 2025 | |||
| Bank of New York Mellon Corp | 7.2% | +40% | $3,092,328 | +$844,023 | 35,766 | +37.5% | Bank of New York Mellon Corp | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 416,620 | $36,644,732 | +$314,875 | $87.96 | 12 |
| 2025 Q2 | 413,091 | $35,855,880 | -$277,096 | $86.8 | 10 |
| 2025 Q1 | 416,284 | $35,805,432 | +$46,445 | $86.01 | 10 |
| 2024 Q4 | 415,744 | $35,304,981 | +$4,057,476 | $84.92 | 8 |
| 2024 Q3 | 367,964 | $32,568,528 | +$3,572,926 | $88.51 | 7 |
| 2024 Q2 | 381,058 | $27,854,453 | -$834,174 | $84.85 | 6 |
| 2024 Q1 | 390,859 | $28,994,803 | +$3,386,200 | $85.77 | 7 |
| 2023 Q4 | 351,379 | $25,884,238 | +$1,854,711 | $86.7 | 6 |
| 2023 Q3 | 330,263 | $26,733,814 | +$5,119,772 | $80.93 | 6 |
| 2023 Q2 | 266,970 | $22,489,338 | -$8,708,601 | $84.24 | 6 |
| 2023 Q1 | 369,094 | $31,480,582 | +$5,498,228 | $85.29 | 7 |
| 2022 Q4 | 304,747 | $25,098,963 | -$12,047,310 | $82.36 | 8 |
| 2022 Q3 | 453,310 | $36,776,000 | -$15,704,844 | $81.13 | 9 |
| 2022 Q2 | 646,882 | $55,512,000 | -$8,639,044 | $85.81 | 8 |
| 2022 Q1 | 747,548 | $69,846,000 | +$24,518 | $93.43 | 8 |
| 2021 Q4 | 747,281 | $75,790,000 | +$231,549 | $101.42 | 7 |
| 2021 Q3 | 744,998 | $75,915,000 | -$347,177 | $101.9 | 7 |
| 2021 Q2 | 748,410 | $76,907,000 | +$76,907,000 | $102.76 | 5 |