| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| G William Beale | President Ceo | 1,163,828 | 0 | 03 Apr, 2026 |
| Trevor Montano | - | 401,654 | 0 | 17 Jul, 2024 |
| G William Beale | President Ceo | 0 | 400,000 | 02 Jul, 2024 |
| Grace Vallacchi | Chief Risk Officer | 310,026 | 0 | 24 Mar, 2026 |
| Julien G Patterson | - | 309,264 | 0 | 10 Sep, 2025 |
| Harry W Golliday | Interim Ceo And President | 290,039 | 0 | 24 Mar, 2026 |
| Mensel D Dean | - | 0 | 199,848 | 02 Jul, 2024 |
| Mensel D Dean | - | 0 | 190,170 | 12 May, 2023 |
| Hunter H. Bost | - | 168,496 | 0 | 10 Sep, 2025 |
| Vance H Spilman | - | 154,321 | 0 | 10 Sep, 2025 |
| Carolyn J. Woodruff | - | 138,179 | 0 | 10 Mar, 2025 |
| C Frank Iii Scott | - | 135,069 | 0 | 19 Jul, 2022 |
| Andrew C. Holzwarth | - | 129,352 | 0 | 01 Jul, 2023 |
| William W. Stokes | - | 118,869 | 0 | 31 Dec, 2024 |
| Brian K. Plum | Ceo President | 104,159 | 0 | 25 Jul, 2023 |
| Robert S. Janney | - | 83,550 | 0 | 02 Jul, 2024 |
| Stanley A. Roberts | General Counsel | 71,648 | 0 | 03 Mar, 2025 |
| Heather Cozart | - | 56,039 | 0 | 10 Sep, 2025 |
| Richard A Iii Farmar | - | 49,534 | 0 | 06 Jul, 2023 |
| Julien G Patterson | - | 0 | 40,000 | 02 Jul, 2024 |
| Randolph N Jr Reynolds | - | 38,575 | 0 | 10 Sep, 2025 |
| Lanell Deloach | Chief Credit Officer Of Subsid | 22,963 | 0 | 25 Jul, 2023 |
| Mensel D Dean | - | 20,773 | 0 | 06 Jul, 2023 |
| Elizabeth Hinton Crowther | - | 20,248 | 0 | 02 Jul, 2024 |
| Larry Dees | - | 18,355 | 0 | 06 Jul, 2023 |
| C Rodes Jr Boyd | Executive Vice President | 5,250 | 12,001 | 07 Mar, 2022 |
| Otis Jones | - | 15,929 | 0 | 17 Sep, 2025 |
| Amanda G. Story | Chief Accountng Officer | 11,302 | 0 | 15 Jul, 2021 |
| Andrew C. Holzwarth | - | 0 | 10,016 | 10 Mar, 2022 |
| Andrew C. Holzwarth | - | 0 | 10,000 | 03 Mar, 2022 |
| Brett Raynor | Chief Accounting Officer | 6,616 | 0 | 25 Jul, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Mar, 2026 | G William Beale | Common Stock | D | 17,068 | $4.06 | 1,169,409 | D | F |
| 06 Mar, 2026 | G William Beale | Common Stock | D | 5,581 | $3.99 | 1,163,828 | D | F |
| 20 Mar, 2026 | Harry W Golliday | Common Stock | A | 80,000 | $0.00 | 290,039 | D | A |
| 23 Jan, 2026 | Grace Vallacchi | Common Stock | D | 66,666 | $0.00 | 333,334 | D | D |
| 23 Jan, 2026 | Grace Vallacchi | Common Stock | D | 23,308 | $4.33 | 310,026 | D | F |
| 20 Mar, 2026 | Grace Vallacchi | Common Stock | D | 120,000 | $0.00 | 190,026 | D | D |
| 20 Mar, 2026 | Grace Vallacchi | Common Stock | A | 120,000 | $0.00 | 310,026 | D | A |
| 08 Sep, 2025 | Otis Jones | Common Stock | A | 3,434 | $4.17 | 15,929 | D | A |
| 08 Sep, 2025 | Vance H Spilman | Common Stock | A | 12,230 | $4.17 | 154,321 | D | A |
| 08 Sep, 2025 | Hunter H. Bost | Common Stock | A | 9,245 | $4.17 | 168,496 | D | A |
| 08 Sep, 2025 | Julien G Patterson | Common Stock | A | 9,005 | $4.17 | 309,264 | D | A |
| 08 Sep, 2025 | Randolph N Jr Reynolds | Common Stock | A | 5,863 | $4.17 | 38,575 | D | A |
| 08 Sep, 2025 | Heather Cozart | Common Stock | A | 9,544 | $4.17 | 56,039 | D | A |
| 01 Jul, 2025 | Brett Raynor | Common Stock | D | 88 | $3.58 | 7,741 | D | F |
| 01 Jul, 2025 | Brett Raynor | Common Stock | D | 1,125 | $0.00 | 6,616 | D | D |
| 10 Jun, 2025 | Brett Raynor | Common Stock | D | 2,000 | $3.34 | 7,829 | D | S |
| 29 Apr, 2025 | Grace Vallacchi | Common Stock | A | 400,000 | $0.00 | 400,000 | D | A |
| 29 Apr, 2025 | G William Beale | Common Stock | A | 960,000 | $0.00 | 1,186,477 | D | A |
| 04 Mar, 2025 | Carolyn J. Woodruff | Common Stock | D | 8,924 | $3.75 | 138,179 | D | S |
| 28 Feb, 2025 | Stanley A. Roberts | Common Stock | A | 71,648 | $0.00 | 71,648 | D | A |