| Phoenix Companies Inc/De +1 co-filer10% owner · 1 transaction | — | 5.77Mas of Jan 2009 | — | — | — |
| Bank Of Montreal /Can/ +1 co-filer10% owner · 1 transaction | — | 1.73Mas of Jan 2012 | — | — | — |
| Bank Of Montreal /Can/ +2 co-filers10% owner · 1 transaction | — | 378.5Kas of Aug 2010 | — | — | — |
| Thorp Jeffrey +3 co-filers10% owner · 4 transactions | — | 376.4Kas of Jan 2012 | — | — | 9.5K |
| Aylward George RDirector, CEO and President, Director · 66 transactions | — | 291.4K† | 406.5K | 750 | — |
| Angerthal Michael AEVP, CFO & Treasurer · 60 transactions | — | 78.4K | 120.7K | 2.1K | 8.0K |
| Aylward George R JrPresident, CEO and Director, Director · 17 transactions | — | 43.4K†as of May 2009 | 35.5K | 7.3K | — |
| Holt Timothy ADirector · 23 transactions | — | 33.2K | 23.2K | 10.0K | — |
| Neamtz J StevenEVP, Retail Distribution · 4 transactions | — | 32.7Kas of Mar 2010 | 27.5K | 5.2K | — |
| Treanor Mark CDirector · 21 transactions | — | 30.3Kas of May 2020 | 24.3K | 6.1K | 41 |
| Cerutti JeffreyEVP, Head of Distribution · 7 transactions | — | 28.1Kas of Mar 2014 | 31.3K | — | — |
| Waltman Francis GEVP, Product Management · 53 transactions | — | 18.0K†as of Mar 2021 | 70.8K | — | 25.3K |
| Smirl Richard WEVP & Chief Operating Officer · 12 transactions | — | 17.3K | 20.1K | — | — |
| Pena Mardelle WEVP, Chief HR Officer · 47 transactions | — | 16.3Kas of Mar 2024 | 26.2K | 820 | 1.6K |
| Baio James RDirector · 20 transactions | — | 15.4Kas of May 2019 | 16.4K | 1.0K | 2.0K |
| Curtiss Nancy GEVP, Operations · 2 transactions | — | 14.1K†as of Mar 2010 | 14.0K | — | — |
| Morris W HowardDirector · 11 transactions | — | 14.0K† | 3.3K | 4.5K | 151 |
| Swan Edward M JrDirector · 16 transactions | — | 13.2Kas of May 2015 | 11.7K | 2.5K | 1.0K |
| Fleming Susan S.Director · 30 transactions | — | 12.7K | 10.0K | — | 8.3K |
| FLYNN Mark SEVP & General Counsel · 21 transactions | — | 11.9Kas of Mar 2019 | 18.3K | — | — |
| Cabrera Susan FDirector · 6 transactions | — | 10.9Kas of Feb 2012 | 9.9K | 1.0K | — |
| Coffey Diane MDirector · 42 transactions | — | 10.8Kas of Dec 2015 | 12.5K | — | 1.0K |
| Mandinach Barry M.EVP, Head of Distribution · 51 transactions | — | 10.8K | 50.0K | — | 18.2K |
| Jones Melody LDirector · 13 transactions | — | 9.7K | 9.7K | — | — |
| Bradley William Patrick IIIEVP, Fund Services · 58 transactions | — | 8.8Kas of Mar 2022 | 24.6K | — | 10.3K |
| Hills Wendy JEVP, CLO, GC & Secretary · 13 transactions | — | 7.7Kas of Mar 2023 | 12.3K | — | — |
| Purkalitis Andra CEVP and CLO · 5 transactions | — | 5.4K | 5.7K | — | — |
| Lieberman Elizabeth AEVP, Chief HR Officer · 3 transactions | — | 5.4K | 3.8K | — | — |
| Greig Paul GDirector · 8 transactions | — | 5.0K | 5.0K | — | — |
| Bain Peter LDirector · 8 transactions | — | 4.8K | 4.8K | — | — |
| Zarrilli Stephen TDirector · 12 transactions | — | 3.5Kas of Mar 2024 | 7.5K | — | 4.0K |
| Hooda SheilaDirector · 3 transactions | — | 2.6Kas of May 2019 | 2.6K | — | — |
| Weisenseel John CDirector · 2 transactions | — | 1.4K | 1.4K | — | — |
| Bank Of Montreal /Can/10% owner · 1 transaction | — | 150as of Oct 2016 | — | — | 1.73M |