| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Roberto R Herencia | Chief Executive Officer | 431,393 | 0 | 24 Feb, 2026 |
| Brogan Ptacin | Head Of Commercial Banking | 0 | 27,200 | 20 Aug, 2021 |
| Thomas J Iii Bell | Evp Chief Financial Officer | 57,374 | 0 | 24 Feb, 2026 |
| John Barkidjija | Head Of Cre Specialty Fin | 20,740 | 0 | 27 Apr, 2022 |
| Alberto J Paracchini | President | 194,276 | 0 | 24 Feb, 2026 |
| Phillip R. Cabrera | - | 15,871 | 0 | 07 May, 2023 |
| Valle Perochena Antonio Del | - | 0 | 11,835,145 | 04 Mar, 2024 |
| Megan Biggam | Evp Head Of Community Banking | 34,638 | 0 | 24 Feb, 2026 |
| Investors I, L.P. Mbg | - | 11,835,145 | 0 | 04 Mar, 2024 |
| William G Kistner | - | 0 | 14,089 | 28 Oct, 2025 |
| Mary Jo S. Herseth | - | 0 | 18,800 | 16 Mar, 2026 |
| Thomas Abraham | President, Sbc | 56,163 | 0 | 21 Dec, 2022 |
| Steven P. Kent | - | 0 | 71,750 | 13 Jun, 2025 |
| Michelle Lynn Johnson | Chief Risk Officer | 11,058 | 0 | 24 Feb, 2026 |
| Mark Fucinato | Chief Credit Officer | 24,689 | 0 | 24 Feb, 2026 |
| Nicolas Mando | Chief Technology Operations | 15,593 | 0 | 24 Feb, 2026 |
| Dana Rose | Chief Human Resources Officer | 14,026 | 0 | 24 Feb, 2026 |
| Ana Casanueva | Svp, Director Of Legal | 5,793 | 0 | 29 Feb, 2024 |
| Hart Angela E Major | Evp, Head Of Wealth Management | 6,289 | 0 | 24 Feb, 2023 |
| Velez Margarita Hugues | - | 7,719 | 0 | 04 Jun, 2025 |
| Maria Sherylle A Olano | Svp, Chief Accounting Officer | 18,768 | 0 | 24 Feb, 2026 |
| Pamela C Stewart | - | 6,336 | 0 | 08 Aug, 2024 |
| Brian F Doran | General Counsel | 2,533 | 0 | 24 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Mar, 2026 | Mary Jo S. Herseth | Common stock | A | 300 | $30.83 | 18,800 | I | P |
| 16 Mar, 2026 | Mary Jo S. Herseth | Common stock | A | 300 | $30.83 | 18,800 | I | P |
| 16 Mar, 2026 | Mary Jo S. Herseth | Common stock | A | 300 | $30.83 | 18,800 | I | P |
| 26 Feb, 2026 | John Barkidjija | Common stock | D | 4,509 | $32.33 | 19,243 | D | S |
| 26 Feb, 2026 | John Barkidjija | Common stock | D | 4,509 | $32.33 | 19,243 | D | S |
| 26 Feb, 2026 | John Barkidjija | Common stock | D | 4,509 | $32.33 | 19,243 | D | S |
| 22 Feb, 2026 | Mark Fucinato | Common stock | A | 3,948 | $0.00 | 24,749 | D | A |
| 22 Feb, 2026 | Maria Sherylle A Olano | Common stock | A | 2,378 | $0.00 | 19,800 | D | A |
| 22 Feb, 2026 | Brogan Ptacin | Common stock | A | 3,866 | $0.00 | 25,640 | D | A |
| 22 Feb, 2026 | Michelle Lynn Johnson | Common stock | A | 2,367 | $0.00 | 10,332 | D | A |
| 22 Feb, 2026 | Michelle Lynn Johnson | Common stock | A | 2,367 | $0.00 | 10,332 | D | A |
| 22 Feb, 2026 | Brogan Ptacin | Common stock | A | 3,866 | $0.00 | 25,640 | D | A |
| 22 Feb, 2026 | John Barkidjija | Common stock | A | 3,789 | $0.00 | 23,667 | D | A |
| 22 Feb, 2026 | Nicolas Mando | Common stock | A | 2,231 | $0.00 | 15,297 | D | A |
| 22 Feb, 2026 | Maria Sherylle A Olano | Common stock | A | 2,378 | $0.00 | 19,800 | D | A |
| 22 Feb, 2026 | Dana Rose | Common stock | A | 3,291 | $0.00 | 13,483 | D | A |
| 22 Feb, 2026 | Dana Rose | Common stock | A | 3,291 | $0.00 | 13,483 | D | A |
| 22 Feb, 2026 | Alberto J Paracchini | Common stock | A | 11,303 | $0.00 | 192,405 | D | A |
| 22 Feb, 2026 | Mark Fucinato | Common stock | A | 3,948 | $0.00 | 24,749 | D | A |
| 22 Feb, 2026 | Nicolas Mando | Common stock | A | 2,231 | $0.00 | 15,297 | D | A |