| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert H Jr Spilman | Chairman Ceo | 261,950 | 0 | 12 Jan, 2026 |
| William C Jr Warden | 63,499 | 0 | 13 Mar, 2026 | |
| John Michael Daniel | Svp, Chief Fin./Admin. Officer | 54,714 | 0 | 12 Jan, 2026 |
| John E Iii Bassett | Svp, Chief Operations Officer | 50,972 | 0 | 12 Jan, 2026 |
| John R Belk | 46,407 | 0 | 13 Mar, 2026 | |
| David C Baker | Svp, Chief Retail Officer | 39,218 | 0 | 13 Jan, 2023 |
| William C Jr Wampler | 30,867 | 0 | 13 Mar, 2026 | |
| Bruce Cohenour | Svp, Chief Sales Officer | 28,100 | 0 | 12 Jan, 2026 |
| Kristina K Cashman | 24,127 | 0 | 13 Mar, 2026 | |
| John Walter Mcdowell | 23,823 | 0 | 13 Mar, 2026 | |
| Virginia W. Hamlet | 20,480 | 0 | 13 Mar, 2026 | |
| William C Jr Warden | 0 | 20,000 | 23 Feb, 2022 | |
| Emma S. Battle | 13,667 | 0 | 13 Mar, 2026 | |
| Jay R Hervey | Vice Pres Sec Gen Counsel | 10,723 | 0 | 12 Jan, 2026 |
| Kara Ann Kelchner-Strong | Svp, Customer Experience Offic | 6,470 | 0 | 13 Jan, 2023 |
| James Edward Goergen | 2,857 | 0 | 13 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | William C Jr Wampler | Common Stock | A | 2,857 | $14.00 | 30,867 | D | A |
| 11 Mar, 2026 | John Walter Mcdowell | Common Stock | A | 2,857 | $14.00 | 23,823 | D | A |
| 11 Mar, 2026 | Kristina K Cashman | Common Stock | A | 2,857 | $14.00 | 24,127 | D | A |
| 11 Mar, 2026 | John R Belk | Common Stock | A | 2,857 | $14.00 | 46,407 | D | A |
| 11 Mar, 2026 | Virginia W. Hamlet | Common Stock | A | 2,857 | $14.00 | 20,480 | D | A |
| 11 Mar, 2026 | William C Jr Warden | Common Stock | A | 2,857 | $14.00 | 63,499 | D | A |
| 11 Mar, 2026 | Emma S. Battle | Common Stock | A | 2,857 | $14.00 | 13,667 | D | A |
| 11 Mar, 2026 | James Edward Goergen | Common Stock | A | 2,857 | $14.00 | 2,857 | D | A |
| 11 Jan, 2026 | Jay R Hervey | Common Stock | D | 210 | $16.52 | 10,723 | D | F |
| 12 Nov, 2026 | John E Iii Bassett | Common Stock | D | 280 | $16.52 | 50,972 | D | F |
| 11 Jan, 2026 | John Michael Daniel | Common Stock | D | 280 | $16.52 | 54,714 | D | F |
| 11 Jan, 2026 | Robert H Jr Spilman | Common Stock | D | 350 | $16.52 | 261,950 | D | F |
| 11 Jan, 2026 | Bruce Cohenour | Common Stock | D | 280 | $16.52 | 28,100 | D | F |
| 23 Jul, 2025 | John E Iii Bassett | Common Stock | D | 690 | $18.56 | 52,761 | D | G |
| 23 Jul, 2025 | John E Iii Bassett | Common Stock | D | 2,000 | $18.56 | 50,761 | D | S |
| 12 Mar, 2025 | William C Jr Wampler | Common Stock | A | 2,503 | $15.98 | 28,010 | D | A |
| 12 Mar, 2025 | John Walter Mcdowell | Common Stock | A | 2,503 | $15.98 | 20,966 | D | A |
| 12 Mar, 2025 | John R Belk | Common Stock | A | 2,503 | $15.98 | 43,550 | D | A |
| 12 Mar, 2025 | William C Jr Warden | Common Stock | A | 2,503 | $15.98 | 60,642 | D | A |
| 12 Mar, 2025 | Emma S. Battle | Common Stock | A | 2,503 | $15.98 | 10,810 | D | A |