| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James R Ii Larson | - | 0 | 32,500 | 16 May, 2023 |
| James R Ii Larson | - | 0 | 30,700 | 23 May, 2022 |
| James R Ii Larson | - | 30,308 | 0 | 15 Sep, 2021 |
| Horras Betty A Baudler | - | 22,275 | 0 | 03 Jun, 2025 |
| John Patrick Nelson | President | 17,650 | 0 | 29 Oct, 2024 |
| Thomas H Pohlman | President | 13,035 | 0 | 13 May, 2022 |
| James R Ii Larson | - | 0 | 12,000 | 07 Feb, 2024 |
| James R Ii Larson | - | 0 | 10,000 | 07 Sep, 2021 |
| Michelle R Cassabaum | - | 9,734 | 0 | 27 Feb, 2026 |
| David W. Benson | - | 0 | 9,300 | 01 Nov, 2024 |
| Patrick G Hagan | - | 9,300 | 0 | 24 Oct, 2025 |
| Richard Schreier | - | 7,276 | 0 | 22 May, 2025 |
| John L Pierschbacher | Cfo | 0 | 7,100 | 16 May, 2023 |
| David W. Benson | - | 0 | 6,701 | 01 Feb, 2023 |
| Patrick G Hagan | - | 0 | 6,235 | 24 May, 2023 |
| David W. Benson | - | 6,020 | 0 | 02 May, 2022 |
| Kevin L Swartz | - | 5,380 | 0 | 24 Nov, 2025 |
| Scott T Bauer | - | 4,009 | 0 | 03 Dec, 2025 |
| Jeffrey K Putzier | - | 3,827 | 0 | 19 Nov, 2025 |
| Steven D Forth | - | 3,620 | 0 | 02 Jun, 2023 |
| Stephen C Mcgill | President Of Subsidiary Bank | 3,450 | 0 | 16 May, 2022 |
| Jeffery C Baker | - | 3,449 | 0 | 23 Jun, 2025 |
| Douglas W Beals | - | 2,950 | 0 | 17 Nov, 2025 |
| Lisa M Eslinger | - | 2,853 | 0 | 12 May, 2023 |
| Robert A Thomas | - | 2,300 | 0 | 19 May, 2025 |
| Michael A Wilson | Executive Vice President | 0 | 1,700 | 03 Jun, 2025 |
| Dan E Johnson | - | 1,558 | 0 | 11 Jun, 2025 |
| Michael A Wilson | Executive Vice President | 1,200 | 0 | 05 Nov, 2024 |
| Adam Snodgrass | - | 1,084 | 0 | 22 May, 2025 |
| Justin C Clausen | Chief Financial Officer | 1,025 | 0 | 28 Apr, 2025 |
| Thomas H Pohlman | - | 0 | 1,000 | 13 Sep, 2021 |
| Scot A. Trost | - | 1,000 | 0 | 10 Dec, 2025 |
| Jeffrey K Putzier | - | 0 | 652 | 05 Nov, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 27 Feb, 2026 | Michelle R Cassabaum | Common Stock | A | 205 | $27.25 | 9,734 | D | P |
| 30 Jan, 2026 | Michelle R Cassabaum | Common Stock | A | 280 | $26.11 | 9,193 | D | P |
| 10 Dec, 2025 | Scot A. Trost | Common Stock | A | 200 | $22.88 | 1,000 | D | P |
| 02 Dec, 2025 | Scott T Bauer | Common Stock | A | 20 | $21.68 | 4,009 | D | P |
| 21 Nov, 2025 | Kevin L Swartz | Common Stock | A | 200 | $20.80 | 5,380 | D | P |
| 17 Nov, 2025 | Jeffrey K Putzier | Common Stock | A | 200 | $21.25 | 3,827 | D | P |
| 13 Nov, 2025 | Douglas W Beals | Common Stock | A | 500 | $21.37 | 2,950 | D | P |
| 31 Oct, 2025 | Michelle R Cassabaum | Common Stock | A | 44 | $20.82 | 8,913 | D | P |
| 24 Oct, 2025 | Patrick G Hagan | Common Stock | A | 300 | $20.85 | 9,300 | D | P |
| 29 Aug, 2025 | Michelle R Cassabaum | Common Stock | A | 278 | $19.83 | 8,869 | D | P |
| 31 Jul, 2025 | Michelle R Cassabaum | Common Stock | A | 164 | $18.29 | 8,591 | D | P |
| 20 Jun, 2025 | Jeffery C Baker | Common Stock | A | 500 | $17.18 | 3,449 | D | P |
| 11 Jun, 2025 | Dan E Johnson | Common Stock | A | 210 | $17.75 | 1,558 | D | P |
| 03 Jun, 2025 | Michael A Wilson | Common Stock | A | 200 | $17.50 | 1,700 | I | P |
| 02 Jun, 2025 | Horras Betty A Baudler | Common Stock | A | 100 | $17.50 | 22,275 | D | P |
| 30 May, 2025 | Michelle R Cassabaum | Common Stock | A | 314 | $17.54 | 8,427 | D | P |
| 28 May, 2025 | Horras Betty A Baudler | Common Stock | A | 100 | $17.53 | 22,175 | D | P |
| 23 May, 2025 | Douglas W Beals | Common Stock | A | 400 | $17.29 | 2,450 | D | P |
| 21 May, 2025 | Richard Schreier | Common Stock | A | 279 | $17.90 | 7,276 | D | P |
| 21 May, 2025 | Adam Snodgrass | Common Stock | A | 200 | $17.80 | 1,084 | D | P |