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