Invacare Corporation IVC
Trading inactive
| Name of reporting person | Citizenship or organization | Sole voting power | Shared voting power | Sole dispositive power | Shared dispositive power | Amount beneficially owned | Percent of class | Accepted date |
|---|---|---|---|---|---|---|---|---|
| Davidson Kempner Arbitrage, Equities and Relative Value LP | Cayman Islands | 0 | 7750565 | 0 | 10 | 7750565 | 9.99 % | 02/02/2024 |
| Anthony A. Yoseloff | United States | 0 | 7977441 | 0 | 10 | 7977441 | 9.99 % | 02/02/2024 |
| Davidson Kempner Capital Management LP | Delaware | 0 | 7977441 | 0 | 10 | 7977441 | 9.99 % | 02/02/2024 |
| M.H. Davidson & Co. | New York | 0 | 226876 | 0 | 10 | 226876 | 2.22 % | 02/02/2024 |
| Endurant Capital Management, LP | 0 | 2986092 | 0 | 2986092 | 2986092 | 29.9 % | 15/05/2023 | |
| PM Manager Fund, SPC-Segregated Portfolio 33 | 0 | 2373408 | 0 | 2373408 | 2373408 | 23.7 % | 15/05/2023 | |
| Quang Minh Pham | 0 | 2986092 | 0 | 2986092 | 2986092 | 29.9 % | 15/05/2023 | |
| Tenor Capital Management Company, L.P. | 0 | 1053055 | 0 | 1053055 | 1053055 | 10.5 % | 15/05/2023 | |
| Tenor Opportunity Master Fund, Ltd. | 0 | 1053055 | 0 | 1053055 | 1053055 | 10.5 % | 15/05/2023 | |
| Robin Shah | 0 | 1053055 | 0 | 1053055 | 1053055 | 10.5 % | 15/05/2023 | |
| Silverback Asset Management, LLC | 0 | 1347138 | 0 | 1347138 | 1347138 | 13.5 % | 15/05/2023 | |
| Elliot Bossen | 0 | 1347138 | 0 | 1347138 | 1347138 | 13.5 % | 15/05/2023 | |
| Anthony A. Yoseloff | New York | 0 | 717650 | 0 | 0 | 717650 | 7.18 % | 15/05/2023 |
| Davidson Kempner Capital Management LP | New York | 0 | 717650 | 0 | 0 | 717650 | 7.18 % | 15/05/2023 |
| M.H. Davidson & Co. | New York | 0 | 20413 | 0 | 0 | 20413 | 0.2 % | 15/05/2023 |
| Davidson Kempner Arbitrage, Equities and Relative Value LP | New York | 0 | 697237 | 0 | 0 | 697237 | 6.97 % | 15/05/2023 |
| DG Value Partners II Master Fund, LP | 0 | 1799917 | 0 | 1799917 | 1799917 | 18 % | 15/05/2023 | |
| DG Capital Management, LLC | 0 | 2136794 | 0 | 2136794 | 2136794 | 21.4 % | 15/05/2023 | |
| Dov Gertzulin | 0 | 2136794 | 0 | 2136794 | 2136794 | 21.4 % | 15/05/2023 | |
| First Manhattan Co. LLC | Delaware | 1500000 | 1500000 | 1500000 | 0 | 3000000 | 7.95 % | 14/02/2023 |
| Charles Schwab Investment Management, Inc | Delaware | 3575752 | 0 | 3575752 | 0 | 3575752 | 9.47 % | 03/02/2023 |
| (1) BlackRock, Inc. | Delaware | 737881 | 0 | 763799 | 0 | 763799 | 2.1 % | 08/07/2022 |
| Azurite Management LLC | 0 | 3221558 | 0 | 3221558 | 3221558 | 9.2 % | 02/05/2022 | |
| Steven H. Rosen | 0 | 3221558 | 0 | 3221558 | 3221558 | 9.2 % | 02/05/2022 | |
| Edward F. Crawford | 0 | 110200 | 0 | 110200 | 110200 | 0.3 % | 02/05/2022 | |
| Crawford United Corporation | 0 | 110200 | 0 | 110200 | 110200 | 0.3 % | 02/05/2022 | |
| Matthew V. Crawford | 0 | 110200 | 0 | 110200 | 110200 | 0.3 % | 02/05/2022 | |
| Pura Vida Investments, LLC | Delaware | 0 | 0 | 0 | 0 | 13 | 0 % | 14/02/2022 |
| Efrem Kamen | Delaware | 0 | 0 | 0 | 0 | 0 | 0 % | 14/02/2022 |
| 26-0385758 | Delaware | 1580431 | 0 | 1841441 | 0 | 1841441 | 5.26 % | 11/02/2022 |
| 13-3127734 | Delaware | 1580431 | 0 | 1841441 | 0 | 1841441 | 5.26 % | 11/02/2022 |
| Morgan Stanley | 0 | 1652156 | 0 | 1655286 | 1655286 | 4.7 % | 10/02/2022 | |
| The Vanguard Group - 23-1945930 | Pennsylvania For | 0 | 23043 | 1693921 | 36615 | 1730536 | 4.94 % | 10/02/2022 |
| 30-0447847 | Delaware Limited Partnership | 1570243 | 0 | 1632390 | 0 | 1632390 | 4.7 % | 08/02/2022 |
| 14-1770168 | New York | 1332 | 0 | 1332 | 0 | 1332 | 0 % | 07/02/2022 |
| (1) BlackRock, Inc. | Delaware | 2276008 | 0 | 2331882 | 0 | 2331882 | 6.7 % | 31/01/2022 |
| Millennium Group Management LLC | 0 | 1399103 | 0 | 1399103 | 1399103 | 4 % | 18/01/2022 | |
| Integrated Core Strategies (US) LLC | 0 | 522514 | 0 | 522514 | 522514 | 1.5 % | 18/01/2022 | |
| Millennium International Management LP | 0 | 876589 | 0 | 876589 | 876589 | 2.5 % | 18/01/2022 | |
| Millennium Management LLC | 0 | 1399103 | 0 | 1399103 | 1399103 | 4 % | 18/01/2022 | |
| Integrated Assets II LLC | 0 | 714366 | 0 | 714366 | 714366 | 2 % | 18/01/2022 | |
| Israel A. Englander | 0 | 1399103 | 0 | 1399103 | 1399103 | 4 % | 18/01/2022 | |
| ICS Opportunities, Ltd. | 0 | 162223 | 0 | 162223 | 162223 | 0.5 % | 18/01/2022 | |
| (1) BlackRock, Inc. | Delaware | 2249910 | 0 | 2309592 | 0 | 2309592 | 6.6 % | 10/12/2021 |
| Morgan Stanley | Delaware. | 0 | 2168176 | 0 | 2170367 | 2170367 | 6.2 % | 07/06/2021 |
| S | Delaware | 0 | 2381478 | 0 | 2381478 | 2381478 | 6.92 % | 19/03/2021 |
| S | Delaware | 0 | 2381478 | 0 | 2381478 | 2381478 | 6.92 % | 19/03/2021 |
| S | United States of America | 0 | 1653941 | 0 | 1653941 | 1653941 | 4.81 % | 16/02/2021 |
| S | Delaware | 0 | 1653941 | 0 | 1653941 | 1653941 | 4.81 % | 16/02/2021 |
| 30-0447847 | Delaware Limited Partnership | 2184942 | 0 | 2299157 | 0 | 2299157 | 6.7 % | 12/02/2021 |
| 752403190 | 0 | 0 | 0 | 0 | 10 | 12 % | 11/02/2021 | |
| 26-0385758 | Delaware | 2246469 | 0 | 2379169 | 0 | 2379169 | 6.91 % | 11/02/2021 |
| 13-3127734 | Delaware | 2246469 | 0 | 2379169 | 0 | 2379169 | 6.91 % | 11/02/2021 |
| 14-1770168 | New York | 1977100 | 0 | 1977100 | 0 | 1977100 | 5.75 % | 10/02/2021 |
| The Vanguard Group - 23-1945930 | Pennsylvania | 0 | 22967 | 2289877 | 36702 | 2326579 | 6.76 % | 10/02/2021 |
| 52-2343049 | New York | 1114826 | 0 | 1114826 | 0 | 1114826 | 3.24 % | 29/01/2021 |
| (1) BlackRock, Inc. | Delaware | 5214540 | 0 | 5250083 | 0 | 5250083 | 15.3 % | 26/01/2021 |
| Millennium International Management LP | 0 | 287122 | 0 | 287122 | 287122 | 0.8 % | 07/12/2020 | |
| Integrated Assets II LLC | 0 | 261366 | 0 | 261366 | 261366 | 0.8 % | 07/12/2020 | |
| Integrated Core Strategies (US) LLC | 0 | 1525240 | 0 | 1525240 | 1525240 | 4.4 % | 07/12/2020 | |
| Millennium Group Management LLC | 0 | 1812362 | 0 | 1812362 | 1812362 | 5.3 % | 07/12/2020 | |
| Israel A. Englander | 0 | 1812362 | 0 | 1812362 | 1812362 | 5.3 % | 07/12/2020 | |
| Millennium Management LLC | 0 | 1812362 | 0 | 1812362 | 1812362 | 5.3 % | 07/12/2020 | |
| ICS Opportunities, Ltd. | 0 | 25756 | 0 | 25756 | 25756 | 0.1 % | 07/12/2020 | |
| 27-5463196 | Delaware | 0 | 0 | 0 | 0 | 10 | 12 % | 15/06/2020 |
| 43-1225960 | Missouri Corporation | 205543 | 0 | 205543 | 0 | 205543 | 0.6 % | 14/02/2020 |
| S | Delaware | 0 | 1811469 | 0 | 1811469 | 1811469 | 5.36 % | 14/02/2020 |
| S | Delaware | 0 | 1811469 | 0 | 1811469 | 1811469 | 5.36 % | 14/02/2020 |
| 26-0385758 | Delaware | 2025669 | 0 | 2025669 | 0 | 2025669 | 6.02 % | 12/02/2020 |
| 13-3127734 | Delaware | 2025669 | 0 | 2025669 | 0 | 2025669 | 6.02 % | 12/02/2020 |
| 752403190 | A Delaware corporation | 1602635 | 459674 | 2062309 | 0 | 2062309 | 6.13 % | 12/02/2020 |
| The Vanguard Group - 23-1945930 | Pennsylvania | 28168 | 0 | 2230724 | 28168 | 2258892 | 6.71 % | 12/02/2020 |
| 98-0557567 | Bermuda | 531772 | 0 | 531772 | 0 | 531772 | 1.6 % | 05/02/2020 |
| (1) BlackRock, Inc. | Delaware | 5200123 | 0 | 5273800 | 0 | 5273800 | 15.7 % | 04/02/2020 |
| 52-2343049 | New York | 2046292 | 0 | 2046292 | 0 | 2046292 | 6.08 % | 23/01/2020 |
| Elk Creek Partners, LLC | Delaware | 1645675 | 0 | 1867396 | 0 | 1867396 | 5.55 % | 23/01/2020 |
| Integrated Assets II LLC | 0 | 85346 | 0 | 85346 | 85346 | 0.3 % | 22/01/2020 | |
| Millennium Management LLC | 0 | 1519247 | 0 | 1519247 | 1519247 | 4.5 % | 22/01/2020 | |
| Israel A. Englander | 0 | 1519247 | 0 | 1519247 | 1519247 | 4.5 % | 22/01/2020 | |
| Millennium Group Management LLC | 0 | 1519247 | 0 | 1519247 | 1519247 | 4.5 % | 22/01/2020 | |
| Integrated Core Strategies (US) LLC | 0 | 1375786 | 0 | 1375786 | 1375786 | 4.1 % | 22/01/2020 | |
| Millennium International Management LP | 0 | 143461 | 0 | 143461 | 143461 | 0.4 % | 22/01/2020 | |
| ICS Opportunities, Ltd. | 0 | 58115 | 0 | 58115 | 58115 | 0.2 % | 22/01/2020 | |
| Elk Creek Partners, LLC | Delaware | 2024309 | 0 | 3389833 | 0 | 3389833 | 10.04 % | 09/05/2019 |
| Daruma Capital Management, LLC | Delaware | 0 | 0 | 0 | 0 | 0 | 0 % | 14/02/2019 |
| Mariko O. Gordon | USA | 0 | 0 | 0 | 0 | 0 | 0 % | 14/02/2019 |
| 43-1225960 | Missouri Corporation | 2047959 | 0 | 2172579 | 0 | 2172579 | 6.5 % | 12/02/2019 |
| 752403190 | A Delaware corporation | 1488663 | 647425 | 2136088 | 0 | 2136088 | 6.43 % | 11/02/2019 |
| Elk Creek Partners, LLC | Delaware | 1794108 | 0 | 3103908 | 0 | 3103908 | 9.35 % | 08/02/2019 |
| 98-0557567 | Bermuda | 2030596 | 0 | 2030596 | 0 | 2030596 | 6.1 % | 05/02/2019 |
| 52-2343049 | New York | 2224931 | 0 | 2224931 | 0 | 2224931 | 6.7 % | 15/01/2019 |
| Elk Creek Partners, LLC | Delaware | 1012166 | 0 | 1697707 | 0 | 1697707 | 5.12 % | 25/05/2018 |
| Waddell & Reed Financial, Inc. Tax ID No. 51-0261715 | Delaware | 0 | 0 | 0 | 0 | 1825227 | 11 % | 14/02/2018 |
| Waddell & Reed, Inc. Tax ID No. 43-1235675 | Delaware | 0 | 0 | 0 | 0 | 0 | 11 % | 14/02/2018 |
| Waddell & Reed Investment Management Company Tax ID No. 48-1106973 | Delaware | 0 | 0 | 0 | 0 | 0 | 11 % | 14/02/2018 |
| Waddell & Reed Financial Services, Inc. Tax ID No. 43-1414157 | Delaware | 0 | 0 | 0 | 0 | 0 | 11 % | 14/02/2018 |
| Ivy Investment Management Company Tax ID No. 03-0481447 | Delaware | 1825227 | 0 | 0 | 0 | 1825227 | 11 % | 14/02/2018 |
| Daruma Capital Management, LLC | Delaware | 0 | 1109766 | 0 | 0 | 2566583 | 7.82 % | 14/02/2018 |
| Mariko O. Gordon | USA | 0 | 1109766 | 0 | 0 | 2566583 | 7.82 % | 14/02/2018 |
| 98-0557567 | Bermuda | 1741948 | 0 | 1741948 | 0 | 1741948 | 5.3 % | 14/02/2018 |
| 752403190 | A Delaware corporation | 1617412 | 741940 | 2359352 | 0 | 2359352 | 7.19 % | 13/02/2018 |
| Privet Fund LP | Pennsylvania | 37574 | 1800 | 3146811 | 35274 | 1704657 | 12.6 % | 09/02/2018 |
| (1) BlackRock, Inc. | Delaware | 4376269 | 0 | 4465656 | 0 | 4465656 | 13.6 % | 23/01/2018 |
| Mariko O. Gordon | USA | 0 | 1361233 | 0 | 0 | 2972948 | 9.37 % | 14/02/2017 |
| Daruma Capital Management, LLC | Delaware | 0 | 1361233 | 0 | 0 | 2972948 | 9.37 % | 14/02/2017 |
| HEARTLAND ADVISORS, INC. | PERSON WITH | 0 | 1789196 | 0 | 1793301 | 1793301 | 5.7 % | 09/02/2017 |
| William J. Nasgovitz | PERSON WITH | 0 | 1789196 | 0 | 1793301 | 1793301 | 5.7 % | 09/02/2017 |
| Brandes Investment Partners, Inc. | Delaware | 0 | 0 | 0 | 1921649 | 1921649 | 6.06 % | 02/02/2017 |
| Brandes Worldwide Holdings, L.P. | Delaware | 0 | 0 | 0 | 1921649 | 1921649 | 6.06 % | 02/02/2017 |
| Charles H. Brandes | Delaware | 0 | 0 | 0 | 1921649 | 1921649 | 6.06 % | 02/02/2017 |
| Brandes Investment Partners, L.P. | Delaware | 0 | 0 | 0 | 1921649 | 1921649 | 6.06 % | 02/02/2017 |
| William J. Nasgovitz | WISCONSIN, U.S.A. | 0 | 2109796 | 0 | 0 | 2117276 | 6.7 % | 02/02/2017 |
| HEARTLAND ADVISORS, INC. | WISCONSIN, U.S.A. | 0 | 2109796 | 0 | 0 | 2117276 | 6.7 % | 02/02/2017 |
| (1) BlackRock, Inc. | Delaware | 5297842 | 0 | 5389795 | 0 | 5389795 | 17 % | 12/01/2017 |
| A. Malachi Mixon, III | United States | 953388 | 353296 | 953388 | 0 | 1648080 | 4.99 % | 26/09/2016 |
| 95-4871957 | Delaware | 0 | 0 | 0 | 0 | 1227505 | 11 % | 11/02/2016 |
| (. | Delaware Limited Partnership | 2127542 | 0 | 2230881 | 0 | 2230881 | 7.09 % | 09/02/2016 |
| Charles B. Johnson | USA | 4 | 4 | 4 | 4 | 2134237 | 6.8 % | 05/02/2016 |
| William J. Nasgovitz | WISCONSIN, U.S.A. | 0 | 3467244 | 0 | 0 | 3517138 | 11.2 % | 05/02/2016 |
| HEARTLAND ADVISORS, INC. | WISCONSIN, U.S.A. | 0 | 3467244 | 0 | 0 | 3517138 | 11.2 % | 05/02/2016 |
| A. Malachi Mixon, III | United States | 942533 | 353296 | 942533 | 0 | 1629035 | 4.97 % | 29/01/2016 |
| 5.8% | United States | 1140733 | 290022 | 1140733 | 750120 | 1890853 | 5.8 % | 13/02/2015 |
| 95-4871957 | Delaware | 0 | 0 | 0 | 0 | 2162700 | 11 % | 13/02/2015 |
| William J. Nasgovitz | PERSON WITH | 0 | 4300569 | 0 | 4336560 | 4336560 | 14 % | 13/02/2015 |
| HEARTLAND ADVISORS, INC. | PERSON WITH | 0 | 4300569 | 0 | 4336560 | 4336560 | 14 % | 13/02/2015 |
| (. | Delaware | 2108479 | 0 | 2209138 | 0 | 2209138 | 7.12 % | 05/02/2015 |
| HEARTLAND ADVISORS, INC. | WISCONSIN, U.S.A. | 0 | 4279515 | 0 | 4329675 | 4329675 | 14 % | 06/02/2014 |
| William J. Nasgovitz | WISCONSIN, U.S.A. | 0 | 4279515 | 0 | 4329675 | 4329675 | 14 % | 06/02/2014 |
| NFJ INVESTMENT GROUP LLC | Delaware | 1500129 | 0 | 1528829 | 0 | 1528829 | 4.96 % | 14/02/2013 |
| ALLIANZ GLOBAL INVESTORS U.S. HOLDINGS LLC | Delaware | 0 | 0 | 0 | 0 | 1528829 | 4.96 % | 14/02/2013 |
| (. | Delaware Limited Partnership | 2158205 | 0 | 2197062 | 0 | 2197062 | 7.12 % | 11/02/2013 |
| HEARTLAND ADVISORS, INC. | WISCONSIN, U.S.A. | 0 | 4173903 | 0 | 4223328 | 4223328 | 13.7 % | 07/02/2013 |
| WILLIAM J. NASGOVITZ | WISCONSIN, U.S.A. | 0 | 4173903 | 0 | 4223328 | 4223328 | 13.7 % | 07/02/2013 |
| (1) BlackRock, Inc. | Delaware | 3680866 | 0 | 3680866 | 0 | 3680866 | 11.93 % | 10/01/2013 |
| (. | Delaware Limited Partnership | 2111805 | 0 | 2160109 | 0 | 2160109 | 6.55 % | 13/02/2012 |
| Charles J. Urstadt | Pennsylvania | 46133 | 2054588 | 46133 | 3363286 | 40 % | 08/02/2012 | |
| (1) BlackRock, Inc. | Delaware | 3388044 | 0 | 3388044 | 0 | 3388044 | 11.01 % | 10/01/2012 |
| Lord, Abbett & Co. LLC | Delaware | 961750 | 0 | 1098153 | 0 | 1098153 | 3.57 % | 10/01/2012 |
| HEARTLAND ADVISORS, INC. | WISCONSIN, U.S.A. | 0 | 3147035 | 0 | 3172535 | 3172535 | 10.3 % | 09/01/2012 |
| WILLIAM J. NASGOVITZ | WISCONSIN, U.S.A. | 0 | 3147035 | 0 | 3172535 | 3172535 | 10.3 % | 09/01/2012 |
| NFJ INVESTMENT GROUP LLC | Delaware | 1696300 | 0 | 1723400 | 0 | 1723400 | 5.5 % | 14/02/2011 |
| ALLIANZ GLOBAL INVESTORS CAPITAL LLC | Delaware | 0 | 0 | 0 | 0 | 1723400 | 5.5 % | 14/02/2011 |
| Lord, Abbett & Co. LLC | Delaware | 1891488 | 0 | 2150038 | 0 | 2150038 | 6.87 % | 14/02/2011 |
| (. | Delaware Limited Partnership | 1902926 | 0 | 1947669 | 0 | 1947669 | 6.22 % | 11/02/2011 |
| No. of Above Person | Delaware | 0 | 0 | 0 | 2075507 | 2075507 | 6.63 % | 10/02/2011 |
| No. of Above Person | Delaware | 0 | 0 | 0 | 2075507 | 2075507 | 6.63 % | 10/02/2011 |
| B. Riley Financial, Inc. | Pennsylvania | 48475 | 2084746 | 48475 | 11671579 | 13.2 % | 10/02/2011 | |
| HEARTLAND ADVISORS, INC. | WISCONSIN, U.S.A. | 0 | 1686750 | 0 | 1686750 | 1686750 | 5.4 % | 10/02/2011 |
| WILLIAM J. NASGOVITZ | U.S.A. | 0 | 1686750 | 0 | 1686750 | 1686750 | 5.4 % | 10/02/2011 |
| (1) BlackRock, Inc. | Delaware | 3381251 | 0 | 3381251 | 0 | 3381251 | 10.76 % | 10/01/2011 |
| 56-0906609 | Delaware | 0 | 0 | 0 | 0 | 10 | 12 % | 10/06/2010 |
| LLC | Delaware | 0 | 0 | 0 | 0 | 2085000 | 6.7 % | 12/02/2010 |
| NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC | Delaware | 267100 | 0 | 267100 | 0 | 2085000 | 6.7 % | 12/02/2010 |
| OPPENHEIMER CAPITAL LLC | Delaware | 0 | 0 | 0 | 0 | 2085000 | 6.7 % | 12/02/2010 |
| NFJ INVESTMENT GROUP LLC | Delaware | 1817900 | 0 | 1817900 | 0 | 2085000 | 6.7 % | 12/02/2010 |
| (. | Delaware Limited Partnership | 1898973 | 0 | 1937235 | 0 | 1937235 | 6.21 % | 08/02/2010 |
| THE VANGUARD GROUP, INC. - 23-1945930 | Pennsylvania | 42092 | 0 | 1987782 | 42092 | 2029874 | 6.5 % | 05/02/2010 |
| 13-5674085 | Delaware | 191732 | 0 | 191732 | 0 | 191732 | 0.6 % | 02/02/2010 |
| 13-2740599 | Delaware | 0 | 3600 | 0 | 0 | 3600 | 0 % | 02/02/2010 |
| 56-2058405 | Delaware | 0 | 4438 | 0 | 0 | 4438 | 0 % | 02/02/2010 |
| 94-1687665 | United States | 500 | 1321038 | 500 | 0 | 1723770 | 5.5 % | 02/02/2010 |
| 94-1687665 | Delaware | 1301800 | 6800 | 1705370 | 0 | 1715270 | 5.5 % | 02/02/2010 |
| 56-0906609 | Delaware | 0 | 1516870 | 0 | 0 | 1919102 | 6.2 % | 02/02/2010 |
| BlackRock for purposes of Schedule 13G filings. | Delaware | 2651042 | 0 | 2651042 | 0 | 2651042 | 8.5 % | 29/01/2010 |
| 04-2683227 | Massachusetts | 0 | 1080433 | 0 | 0 | 1125883 | 3.63 % | 17/02/2009 |
| NFJ INVESTMENT GROUP LLC | Delaware | 1846200 | 0 | 1881800 | 0 | 1881800 | 6.1 % | 17/02/2009 |
| 56-0906609 | Delaware | 0 | 1719924 | 0 | 0 | 2274429 | 7.32 % | 12/02/2009 |
| 56-1857749 | Delaware | 0 | 1719924 | 0 | 0 | 2274429 | 7.32 % | 12/02/2009 |
| 36-3737560 | Delaware | 0 | 1380936 | 0 | 0 | 1935441 | 6.24 % | 12/02/2009 |
| 36-2685437 | Delaware | 0 | 1380936 | 0 | 0 | 1935441 | 6.24 % | 12/02/2009 |
| 94-1687665 | United States | 13901 | 1367035 | 13901 | 0 | 1935441 | 6.24 % | 12/02/2009 |
| 56-2103478 | Delaware | 0 | 338988 | 0 | 0 | 338988 | 1.09 % | 12/02/2009 |
| 56-2058405 | Delaware | 338988 | 0 | 338988 | 0 | 338988 | 1.09 % | 12/02/2009 |
| 56-2058405 | Delaware | 0 | 175 | 0 | 0 | 175 | 0.0006 % | 12/02/2009 |
| 94-1687665 | Delaware | 1351460 | 7400 | 1903040 | 0 | 1913540 | 6.17 % | 12/02/2009 |
| 94-1687665 | Delaware | 0 | 1358860 | 0 | 0 | 1913540 | 6.17 % | 12/02/2009 |
| (. | Delaware Limited Partnership | 2144475 | 0 | 2205784 | 0 | 2205784 | 7.11 % | 09/02/2009 |
| NFJ INVESTMENT GROUP L.P. | Delaware | 1640600 | 0 | 1669600 | 0 | 1669600 | 5.4 % | 15/04/2008 |
| 04-2683227 | Massachusetts | 0 | 1958674 | 0 | 0 | 2221864 | 7.18 % | 14/02/2008 |
| NFJ INVESTMENT GROUP L.P. | Delaware | 1669600 | 0 | 1669600 | 0 | 1669600 | 5.4 % | 12/02/2008 |
| ARIEL CAPITAL MANAGEMENT, LLC | Delaware Limited Liability Company | 1177560 | 0 | 1475282 | 0 | 1475282 | 1 % | 10/01/2008 |
| 04-2683227 | Massachusetts | 0 | 1495600 | 0 | 0 | 1602260 | 5.21 % | 14/02/2007 |
| FMR Corp. | Delaware | 0 | 0 | 0 | 0 | 0 | 0 % | 13/11/2006 |
| Edward C. Johnson 3d | United States of America | 0 | 0 | 0 | 0 | 0 | 0 % | 13/11/2006 |
| Edward C. Johnson 3d | United States of America | 31400 | 0 | 1956400 | 0 | 1956400 | 6.392 % | 14/02/2006 |
| FMR Corp. | Delaware | 146300 | 0 | 1956400 | 0 | 1956400 | 6.392 % | 14/02/2006 |
| A. Malachi Mixon, III | : | 0 | 0 | 0 | 489845 | 3378494 | 10.2 % | 13/02/2006 |
| (: | United States | 2511327 | 258481 | 2511327 | 0 | 3041599 | 9.2 % | 14/02/2005 |
| Abigail P. Johnson | United States of America | 0 | 0 | 2111850 | 0 | 2111850 | 7.013 % | 14/02/2005 |
| FMR Corp. | Delaware | 86450 | 0 | 2111850 | 0 | 2111850 | 7.013 % | 14/02/2005 |
| Edward C. Johnson 3d | United States of America | 22400 | 0 | 2111850 | 0 | 2111850 | 7.013 % | 14/02/2005 |
| FMR Corp. | Delaware | 51000 | 0 | 1926600 | 0 | 1926600 | 6.439 % | 17/02/2004 |
| Abigail P. Johnson | United States of America | 0 | 0 | 1926600 | 0 | 1926600 | 6.439 % | 17/02/2004 |
| Edward C. Johnson 3d | United States of America | 0 | 0 | 1926600 | 0 | 1926600 | 6.439 % | 17/02/2004 |
| EIN #36-3099763 | Delaware | 973110 | 0 | 973110 | 0 | 973110 | 3.3 % | 30/01/2004 |
| Abigail P. Johnson | United States of America | 0 | 0 | 2144220 | 0 | 2144220 | 7.177 % | 13/02/2003 |
| Edward C. Johnson 3d | United States of America | 0 | 0 | 2144220 | 0 | 2144220 | 7.177 % | 13/02/2003 |
| FMR Corp. | Delaware | 1520 | 0 | 2144220 | 0 | 2144220 | 7.177 % | 13/02/2003 |
| A. Malachi Mixon, III | United States | 0 | 0 | 0 | 301736 | 2627991 | 8.15 % | 13/02/2003 |
| Lazard Freres & Co. LLC | New York | 409914 | 144581 | 554495 | 0 | 554495 | 11 % | 15/02/2002 |
| Abigail P. Johnson | United States of America | 0 | 0 | 2056890 | 0 | 2056890 | 6.951 % | 14/02/2002 |
| Edward C. Johnson 3d | United States of America | 0 | 0 | 2056890 | 0 | 2056890 | 6.951 % | 14/02/2002 |
| FMR Corp. | Commonwealth of Massachusetts | 1000 | 0 | 2056890 | 0 | 2056890 | 6.951 % | 14/02/2002 |
| A. Malachi Mixon, III | United States | 0 | 0 | 0 | 0 | 2492840 | 7.9 % | 12/02/2002 |
| Lazard Freres & Co. LLC | New York | 1678565 | 0 | 1966996 | 0 | 1966996 | 6.87 % | 13/02/2001 |
| A. Malachi Mixon, III | United States | 0 | 0 | 0 | 0 | 2319825 | 7.8 % | 12/02/2001 |
| 13-5521910 | Delaware | 1065800 | 0 | 0 | 1316400 | 1316400 | 4.56 % | 09/02/2001 |
| A. Malachi Mixon, III | United States | 0 | 0 | 0 | 0 | 2325038 | 7.8 % | 11/02/2000 |
| Lazard Freres & Co. LLC | New York | 3272835 | 0 | 3971815 | 0 | 3971815 | 5.09 % | 04/02/2000 |
| 13-5521910 | Delaware | 1165700 | 0 | 0 | 1459300 | 1459300 | 5.1 % | 03/02/2000 |
| Lazard Freres & Co. LLC | New York | 1421605 | 0 | 1784045 | 0 | 1784045 | 6.25 % | 03/02/2000 |
| Lazard Freres & Co. LLC | New York | 3272835 | 0 | 3971815 | 0 | 3971815 | 5.09 % | 03/02/2000 |
| A. Malachi Mixon III | United States | 0 | 0 | 0 | 0 | 2056907 | 7 % | 12/02/1998 |