| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John Quelch | - | 2,225 | 0 | 09 Jun, 2023 |
| Jack L Kopnisky | - | 5,000 | 0 | 28 Jul, 2025 |
| Gerald P Plush | Chairman, President Ceo | 159,435 | 0 | 20 Feb, 2025 |
| Odilon Almeida | - | 5,316 | 0 | 28 Jan, 2026 |
| L. Miguel A Capriles | - | 0 | 1,025,826 | 23 Dec, 2021 |
| Alberto Capriles | Sevp Chief Risk Officer | 39,283 | 0 | 20 Feb, 2026 |
| Alfonso Figueredo | - | 72,288 | 0 | 02 Jul, 2021 |
| M. Gustavo Marturet | - | 0 | 612,443 | 27 Mar, 2026 |
| Miguel Palacios | - | 36,369 | 0 | 21 Feb, 2023 |
| A. Gustavo J Vollmer | - | 0 | 586,126 | 04 Nov, 2022 |
| Millar Wilson | Vice Chairman Ceo | 112,249 | 0 | 19 Dec, 2025 |
| Pamella J Dana | - | 23,763 | 0 | 08 May, 2025 |
| John Walton Quill | - | 17,318 | 0 | 08 May, 2025 |
| Carlos Iafigliola | Sevp Chief Operating Officer | 20,691 | 0 | 20 Feb, 2026 |
| Armando Fleitas | Evp, Chief Accounting Officer | 9,221 | 0 | 20 Feb, 2026 |
| Oscar Suarez | - | 7,971 | 0 | 08 May, 2025 |
| Howard A. Levine | Sevp Head Of Consumer Banking | 3,523 | 0 | 04 Feb, 2025 |
| Silvio Marshall Martin | Evp Chief Legal Officer | 6,970 | 0 | 12 Jun, 2024 |
| Erin D. Knight | - | 6,246 | 0 | 08 May, 2025 |
| Mariola Sanchez | Sevp Chief People Officer | 20,008 | 0 | 20 Feb, 2026 |
| Ashaki Rucker | - | 6,230 | 0 | 08 May, 2025 |
| Juan Esterripa | - | 19,134 | 0 | 14 Aug, 2025 |
| Sharymar Calderon | Sevp Chief Financial Officer | 17,231 | 0 | 20 Feb, 2026 |
| Thiel Fischer | Evp And Chief Credit Officer | 14,353 | 0 | 20 Feb, 2025 |
| Pedro Parra | - | 18,239 | 0 | 20 Feb, 2026 |
| Braden Smith | - | 2,085 | 0 | 20 Nov, 2025 |
| Michael E. Nursey | - | 2,099 | 0 | 04 Mar, 2026 |
| Adrian Rodriguez | - | 5,780 | 0 | 20 Feb, 2026 |
| Anthony J. Eelman | Evp, Chief Products Officer | 1,384 | 0 | 20 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 26 Mar, 2026 | M. Gustavo Marturet | Class A Common Stock | A | 612,443 | $0.00 | 612,443 | I | G |
| 03 Mar, 2026 | Michael E. Nursey | Class A Common Stock | A | 800 | $0.00 | 2,294 | D | M |
| 03 Mar, 2026 | Michael E. Nursey | Class A Common Stock | A | 800 | $0.00 | 2,294 | D | M |
| 03 Mar, 2026 | Michael E. Nursey | Class A Common Stock | D | 195 | $21.58 | 2,099 | D | F |
| 03 Mar, 2026 | Michael E. Nursey | Class A Common Stock | D | 195 | $21.58 | 2,099 | D | F |
| 03 Mar, 2026 | Michael E. Nursey | Restricted Stock Units | D | 800 | $0.00 | 3,200 | D | M |
| 03 Mar, 2026 | Michael E. Nursey | Restricted Stock Units | D | 800 | $0.00 | 3,200 | D | M |
| 18 Feb, 2026 | Michael E. Nursey | Class A Common Stock | A | 666 | $0.00 | 1,681 | D | M |
| 18 Feb, 2026 | Sharymar Calderon | Class A Common Stock | A | 2,490 | $0.00 | 17,838 | D | M |
| 18 Feb, 2026 | Adrian Rodriguez | Class A Common Stock | A | 833 | $0.00 | 5,983 | D | M |
| 18 Feb, 2026 | Adrian Rodriguez | Class A Common Stock | A | 833 | $0.00 | 5,983 | D | M |
| 18 Feb, 2026 | Anthony J. Eelman | Class A Common Stock | A | 333 | $0.00 | 1,483 | D | M |
| 18 Feb, 2026 | Armando Fleitas | Class A Common Stock | A | 833 | $0.00 | 9,424 | D | M |
| 18 Feb, 2026 | Pedro Parra | Class A Common Stock | A | 666 | $0.00 | 18,402 | D | M |
| 18 Feb, 2026 | Anthony J. Eelman | Class A Common Stock | A | 333 | $0.00 | 1,483 | D | M |
| 18 Feb, 2026 | Alberto Capriles | Class A Common Stock | A | 1,964 | $0.00 | 39,762 | D | M |
| 18 Feb, 2026 | Carlos Iafigliola | Class A Common Stock | A | 2,307 | $0.00 | 21,253 | D | M |
| 18 Feb, 2026 | Mariola Sanchez | Class A Common Stock | A | 1,740 | $0.00 | 20,432 | D | M |
| 18 Feb, 2026 | Michael E. Nursey | Class A Common Stock | A | 666 | $0.00 | 1,681 | D | M |
| 18 Feb, 2026 | Carlos Iafigliola | Class A Common Stock | A | 2,307 | $0.00 | 21,253 | D | M |