| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert W. Holmes | - | 0 | 166,723 | 07 Mar, 2023 |
| Steven M Eldred | - | 125,680 | 0 | 12 Feb, 2026 |
| Michael P. Dempsey | Executive Officer | 77,678 | 0 | 08 Mar, 2022 |
| Timothy J. Mcfarlane | President | 68,646 | 0 | 10 Mar, 2026 |
| Michael B. Molepske | Chairman And Ceo | 55,121 | 0 | 10 Mar, 2026 |
| Michael B. Molepske | Chairman And Ceo | 0 | 47,449 | 23 Feb, 2026 |
| Michael G. Ansay | - | 42,730 | 0 | 07 Mar, 2023 |
| Michael B. Molepske | Chairman And Ceo | 0 | 42,401 | 22 Feb, 2023 |
| Robert D. Gregorski | - | 39,010 | 0 | 10 Mar, 2026 |
| Jason V Krepline | Chief Lending Officer | 32,704 | 0 | 10 Mar, 2026 |
| Stephen E Johnson | - | 27,690 | 0 | 10 Mar, 2026 |
| Joan A Woldt | Chief Operating Officer | 26,280 | 0 | 07 Mar, 2023 |
| David R Sachse | - | 25,086 | 0 | 05 Mar, 2024 |
| David R Sachse | - | 0 | 23,856 | 25 Apr, 2024 |
| Kevin M. Lemahieu | Chief Financial Officer | 23,806 | 0 | 10 Mar, 2026 |
| Donald R. Brisch | - | 14,563 | 0 | 08 Mar, 2022 |
| David R Sachse | - | 0 | 14,558 | 18 Jul, 2023 |
| Sistine Peter J. Van | - | 9,488 | 0 | 10 Mar, 2026 |
| Kelly M Dvorak | Chief Legal Counsel | 9,261 | 0 | 10 Mar, 2026 |
| Mary Kay Bourbulas | - | 8,126 | 0 | 10 Mar, 2026 |
| Laura E Kohler | - | 5,373 | 0 | 04 Mar, 2025 |
| Michael S Stayer-Suprick | - | 4,372 | 0 | 10 Mar, 2026 |
| Phillip R Maples | - | 4,251 | 0 | 10 Mar, 2026 |
| Judy L Heun | - | 3,880 | 0 | 04 Mar, 2025 |
| Erin A Davis | - | 2,927 | 0 | 10 Mar, 2026 |
| Daniel C Mcconeghy | - | 2,407 | 0 | 19 Mar, 2026 |
| Todd A. Sprang | - | 1,561 | 0 | 10 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Daniel C Mcconeghy | Common Stock | A | 407 | $135.23 | 2,407 | D | A |
| 06 Mar, 2026 | Kelly M Dvorak | Common Stock | A | 1,029 | $135.23 | 9,658 | D | A |
| 06 Mar, 2026 | Phillip R Maples | Common Stock | A | 407 | $135.23 | 4,251 | D | A |
| 06 Mar, 2026 | Timothy J. Mcfarlane | Common Stock | A | 2,793 | $135.23 | 68,646 | D | A |
| 06 Mar, 2026 | Kevin M. Lemahieu | Common Stock | A | 2,316 | $135.23 | 23,806 | D | A |
| 06 Mar, 2026 | Michael B. Molepske | Common Stock | A | 4,470 | $135.23 | 57,398 | D | A |
| 06 Mar, 2026 | Mary Kay Bourbulas | Common Stock | A | 407 | $135.23 | 8,126 | D | A |
| 06 Mar, 2026 | Michael S Stayer-Suprick | Common Stock | A | 407 | $135.23 | 4,372 | D | A |
| 06 Mar, 2026 | Robert D. Gregorski | Common Stock | A | 407 | $135.23 | 39,010 | D | A |
| 06 Mar, 2026 | Jason V Krepline | Common Stock | A | 1,380 | $135.23 | 33,449 | D | A |
| 06 Mar, 2026 | Sistine Peter J. Van | Common Stock | A | 407 | $135.23 | 9,488 | D | A |
| 06 Mar, 2026 | Todd A. Sprang | Common Stock | A | 407 | $135.23 | 1,561 | D | A |
| 06 Mar, 2026 | Stephen E Johnson | Common Stock | A | 407 | $135.23 | 27,690 | D | A |
| 06 Mar, 2026 | Erin A Davis | Common Stock | A | 407 | $135.23 | 2,927 | D | A |
| 06 Mar, 2026 | Jason V Krepline | Common Stock | D | 745 | $135.23 | 32,704 | D | F |
| 06 Mar, 2026 | Kelly M Dvorak | Common Stock | D | 397 | $135.23 | 9,261 | D | F |
| 06 Mar, 2026 | Michael B. Molepske | Common Stock | D | 2,277 | $135.23 | 55,121 | D | F |
| 18 Feb, 2026 | Michael B. Molepske | Common Stock | D | 1,450 | $146.53 | 47,449 | I | G |
| 06 Feb, 2026 | Steven M Eldred | Common Stock | D | 8,000 | $145.02 | 133,680 | D | S |
| 11 Feb, 2026 | Steven M Eldred | Common Stock | D | 8,000 | $151.95 | 125,680 | D | S |