| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Oscar M Bean | - | 44,024 | 0 | 27 May, 2025 |
| James M Cookman | - | 13,484 | 0 | 06 May, 2024 |
| Gary L Hinkle | - | 0 | 250,159 | 15 Sep, 2025 |
| H Charles Iii Maddy | President | 44,629 | 0 | 11 Feb, 2026 |
| Charles Piccirillo | - | 20,320 | 0 | 27 May, 2025 |
| Robert S Tissue | Evp, Financial Strategy | 52,290 | 0 | 19 Feb, 2026 |
| David P Boyle | Chair Ceo | 72,720 | 0 | 19 Feb, 2026 |
| David Wilson | - | 19,958 | 47,427 | 06 May, 2024 |
| Julie R Markwood | Chief Accounting Officer | 0 | 6,981 | 06 May, 2024 |
| James P Ii Geary | - | 17,918 | 0 | 27 May, 2025 |
| Jeffrey A. Welch | Evp, Chief Credit Officer | 3,480 | 0 | 02 Oct, 2024 |
| Georgette R. George | - | 0 | 69,450 | 06 May, 2024 |
| J. Scott Bridgeforth | - | 3,106 | 579 | 06 May, 2024 |
| Jason A Kitzmiller | - | 12,439 | 0 | 19 Aug, 2024 |
| Ronald L Bowling | - | 4,537 | 0 | 06 May, 2024 |
| Danyl R Freeman | Chief Human Resources Officer | 0 | 6,124 | 06 May, 2024 |
| Jill S Upson | - | 3,112 | 0 | 27 May, 2025 |
| Joseph Hager | Chief Operating Officer | 7,493 | 0 | 19 Feb, 2026 |
| Roy Eugene Halyama | Evp, Chief Financial Officer | 23,703 | 0 | 19 Feb, 2026 |
| Kirtan Parikh | Svp, Interim Cao | 4,067 | 0 | 18 Mar, 2025 |
| Jose David Riojas | - | 0 | 19,000 | 05 Jun, 2025 |
| James Mason Burke | - | 0 | 258,980 | 04 Nov, 2024 |
| Mark Guthrie Anderson | - | 27,700 | 0 | 02 Jun, 2025 |
| Shannon Barrow Rowan | Evp, Wealth Services | 5,123 | 0 | 04 Mar, 2026 |
| Shawn Patrick Mclaughlin | - | 67,000 | 0 | 28 Oct, 2025 |
| Joseph Frye Collum | Executive Vice President | 3,928 | 0 | 04 Mar, 2024 |
| Jennifer Palmer Schmidt | Evp, Chief Risk Officer | 4,703 | 0 | 04 Mar, 2026 |
| Edmund Hunt Burke | - | 13,754 | 0 | 04 Mar, 2024 |
| Katherine Diane Bonnafe | - | 8,200 | 0 | 27 May, 2025 |
| Kendrick Cook Smith | Evp, Operations | 185 | 0 | 13 Mar, 2024 |
| Julian Forrest Jr. Barnwell | - | 0 | 379,383 | 13 Mar, 2025 |
| Samuel Laing Iii Hinson | - | 27,560 | 33,602 | 27 May, 2025 |
| Angela R Zirk | Evp, Chief Experience Officer | 3,012 | 0 | 19 Feb, 2026 |
| Robert Victor Jr. Hintelmann | Chief Credit Officer | 5,624 | 0 | 04 Mar, 2026 |
| Patrick Kip Huffman | Svp, Chief Accounting Officer | 1,604 | 0 | 04 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 |
|---|---|---|---|---|---|---|---|---|
| 28 Feb, 2026 | Patrick Kip Huffman | Common Stock | A | 109 | $54.03 | 1,604 | D | A |
| 28 Feb, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 74 | $54.03 | 5,624 | D | A |
| 28 Feb, 2026 | Shannon Barrow Rowan | Common Stock | A | 63 | $54.03 | 5,123 | D | A |
| 28 Feb, 2026 | Patrick Kip Huffman | Common Stock | A | 109 | $54.03 | 1,604 | D | A |
| 28 Feb, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 74 | $54.03 | 5,624 | D | A |
| 28 Feb, 2026 | Shannon Barrow Rowan | Common Stock | A | 63 | $54.03 | 5,123 | D | A |
| 28 Feb, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 231 | $54.03 | 4,703 | D | A |
| 28 Feb, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 231 | $54.03 | 4,703 | D | A |
| 22 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 1,000 | $0.00 | 5,060 | D | A |
| 22 Jan, 2026 | Robert S Tissue | Common Stock | A | 1,550 | $0.00 | 52,290 | D | A |
| 22 Jan, 2026 | Roy Eugene Halyama | Common Stock | A | 3,650 | $0.00 | 23,703 | D | A |
| 22 Jan, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 925 | $0.00 | 4,472 | D | A |
| 22 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 1,000 | $0.00 | 5,060 | D | A |
| 22 Jan, 2026 | Danyl R Freeman | Common Stock | A | 900 | $0.00 | 4,053 | D | A |
| 22 Jan, 2026 | Patrick Kip Huffman | Common Stock | A | 495 | $0.00 | 1,495 | D | A |
| 22 Jan, 2026 | Angela R Zirk | Common Stock | A | 600 | $0.00 | 3,012 | D | A |
| 22 Jan, 2026 | Roy Eugene Halyama | Common Stock | A | 3,650 | $0.00 | 23,703 | D | A |
| 22 Jan, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 2,050 | $0.00 | 5,550 | D | A |
| 22 Jan, 2026 | Robert S Tissue | Common Stock | A | 1,550 | $0.00 | 52,290 | D | A |
| 22 Jan, 2026 | Angela R Zirk | Common Stock | A | 600 | $0.00 | 3,012 | D | A |