| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James Mason Burke | - | 0 | 258,980 | 04 Nov, 2024 |
| Gary L Hinkle | - | 0 | 250,159 | 15 Sep, 2025 |
| Julian Forrest Jr. Barnwell | - | 0 | 203,939 | 06 Mar, 2025 |
| Julian Forrest Jr. Barnwell | - | 0 | 91,361 | 13 Mar, 2025 |
| Julian Forrest Jr. Barnwell | - | 0 | 84,083 | 11 Mar, 2025 |
| David P Boyle | Chair Ceo | 72,720 | 0 | 19 Feb, 2026 |
| Georgette R. George | - | 0 | 69,450 | 06 May, 2024 |
| David Wilson | - | 19,958 | 47,427 | 06 May, 2024 |
| Shawn Patrick Mclaughlin | - | 67,000 | 0 | 28 Oct, 2025 |
| Samuel Laing Iii Hinson | - | 27,560 | 33,602 | 27 May, 2025 |
| Robert S Tissue | Evp, Financial Strategy | 52,290 | 0 | 19 Feb, 2026 |
| H Charles Iii Maddy | President | 44,629 | 0 | 11 Feb, 2026 |
| Oscar M Bean | - | 44,024 | 0 | 27 May, 2025 |
| Gary L Hinkle | - | 0 | 41,553 | 06 May, 2024 |
| H Charles Iii Maddy | President | 0 | 36,557 | 06 May, 2024 |
| Mark Guthrie Anderson | - | 27,700 | 0 | 02 Jun, 2025 |
| Roy Eugene Halyama | Evp, Chief Financial Officer | 23,703 | 0 | 19 Feb, 2026 |
| Georgette R. George | - | 21,971 | 0 | 27 May, 2025 |
| Julian Forrest Jr. Barnwell | - | 21,580 | 0 | 27 May, 2025 |
| Charles Piccirillo | - | 20,320 | 0 | 27 May, 2025 |
| Jose David Riojas | - | 0 | 19,000 | 05 Jun, 2025 |
| James P Ii Geary | - | 17,918 | 0 | 27 May, 2025 |
| Edmund Hunt Burke | - | 13,754 | 0 | 04 Mar, 2024 |
| James M Cookman | - | 13,484 | 0 | 06 May, 2024 |
| Jason A Kitzmiller | - | 12,439 | 0 | 19 Aug, 2024 |
| Oscar M Bean | - | 0 | 11,770 | 06 May, 2024 |
| Gary L Hinkle | - | 11,288 | 0 | 27 May, 2025 |
| Jose David Riojas | - | 11,200 | 0 | 27 May, 2025 |
| Robert S Tissue | Evp, Financial Strategy | 0 | 10,238 | 06 May, 2024 |
| James Mason Burke | - | 9,480 | 0 | 27 May, 2025 |
| Katherine Diane Bonnafe | - | 8,200 | 0 | 27 May, 2025 |
| Joseph Hager | Chief Operating Officer | 7,493 | 0 | 19 Feb, 2026 |
| Julie R Markwood | Chief Accounting Officer | 0 | 6,981 | 06 May, 2024 |
| Danyl R Freeman | Chief Human Resources Officer | 0 | 6,124 | 06 May, 2024 |
| Robert Victor Jr. Hintelmann | Chief Credit Officer | 5,624 | 0 | 04 Mar, 2026 |
| Charles Piccirillo | - | 0 | 5,162 | 06 May, 2024 |
| Shannon Barrow Rowan | Evp, Wealth Services | 5,123 | 0 | 04 Mar, 2026 |
| Jennifer Palmer Schmidt | Evp, Chief Risk Officer | 4,703 | 0 | 04 Mar, 2026 |
| Ronald L Bowling | - | 4,537 | 0 | 06 May, 2024 |
| Kirtan Parikh | Svp, Interim Cao | 4,067 | 0 | 18 Mar, 2025 |
| Danyl R Freeman | Chief Human Resources Officer | 4,053 | 0 | 19 Feb, 2026 |
| Joseph Frye Collum | Executive Vice President | 3,928 | 0 | 04 Mar, 2024 |
| J. Scott Bridgeforth | - | 3,106 | 579 | 06 May, 2024 |
| James P Ii Geary | - | 0 | 3,637 | 06 May, 2024 |
| Jeffrey A. Welch | Evp, Chief Credit Officer | 3,480 | 0 | 02 Oct, 2024 |
| Jill S Upson | - | 3,112 | 0 | 27 May, 2025 |
| Angela R Zirk | Evp, Chief Experience Officer | 3,012 | 0 | 19 Feb, 2026 |
| Julie R Markwood | Chief Accounting Officer | 2,519 | 0 | 27 Jan, 2025 |
| Angela R Zirk | Evp, Chief Experience Officer | 0 | 1,911 | 06 May, 2024 |
| Patrick Kip Huffman | Svp, Chief Accounting Officer | 1,604 | 0 | 04 Mar, 2026 |
| Joseph Hager | Chief Operating Officer | 0 | 1,282 | 06 May, 2024 |
| Shawn Patrick Mclaughlin | - | 0 | 1,000 | 08 Dec, 2023 |
| Julian Forrest Jr. Barnwell | - | 0 | 1,000 | 13 Jun, 2024 |
| Kendrick Cook Smith | Evp, Operations | 185 | 0 | 13 Mar, 2024 |
| Jason A Kitzmiller | - | 0 | 50 | 06 May, 2024 |
| Charles Piccirillo | - | 10 | 0 | 06 May, 2024 |
| Ronald L Bowling | - | 10 | 0 | 06 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | Jennifer Palmer Schmidt | Common Stock | A | 231 | $54.03 | 4,703 | D | A |
| 22 Jan, 2026 | Angela R Zirk | Common Stock | A | 600 | $0.00 | 3,012 | D | A |
| 22 Jan, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 925 | $0.00 | 4,472 | D | A |
| 22 Jan, 2026 | Robert S Tissue | Common Stock | A | 1,550 | $0.00 | 52,290 | D | A |
| 22 Jan, 2026 | Danyl R Freeman | Common Stock | A | 900 | $0.00 | 4,053 | D | A |
| 22 Jan, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 2,050 | $0.00 | 5,550 | D | A |
| 22 Jan, 2026 | Joseph Hager | Common Stock | A | 1,320 | $0.00 | 7,493 | D | A |
| 22 Jan, 2026 | Roy Eugene Halyama | Common Stock | A | 3,650 | $0.00 | 23,703 | D | A |
| 22 Jan, 2026 | David P Boyle | Common Stock | A | 9,740 | $0.00 | 72,720 | D | A |
| 22 Jan, 2026 | Patrick Kip Huffman | Common Stock | A | 495 | $0.00 | 1,495 | D | A |
| 22 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 1,000 | $0.00 | 5,060 | D | A |
| 10 Feb, 2026 | H Charles Iii Maddy | Common Stock | A | 15,616 | $43.33 | 56,166 | D | M |
| 10 Feb, 2026 | H Charles Iii Maddy | Common Stock | D | 11,537 | $69.62 | 44,629 | D | F |
| 10 Feb, 2026 | H Charles Iii Maddy | Stock Settled Appreciation Rights | D | 15,616 | $0.00 | 0 | D | M |
| 22 Jan, 2026 | Robert Victor Jr. Hintelmann | Common Stock | D | 2,850 | $0.00 | 3,500 | D | J |
| 22 Jan, 2026 | Patrick Kip Huffman | Common Stock | D | 950 | $0.00 | 1,000 | D | J |
| 22 Jan, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 2,850 | $0.00 | 6,350 | D | A |