| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Eric H Brunngraber | Executive Chairman | 170,062 | 0 | 28 Jan, 2026 |
| Information Systems Inc Cass | Executive Chairman | 158,169 | 0 | 29 Jan, 2024 |
| Martin H. Resch | President Ceo | 50,938 | 0 | 22 Apr, 2026 |
| Martin H. Resch | President Ceo | 50,687 | 0 | 28 Jan, 2026 |
| Martin H. Resch | President Ceo | 50,687 | 0 | 28 Jan, 2026 |
| Gary B Langfitt | Coo Utilities | 37,040 | 0 | 24 Jan, 2022 |
| Gary B Langfitt | Coo Utilities | 37,040 | 0 | 24 Jan, 2022 |
| Gary B Langfitt | Coo Utilities | 37,040 | 0 | 24 Jan, 2022 |
| Frank Wicks | - | 32,317 | 0 | 23 Mar, 2026 |
| Frank Wicks | - | 32,317 | 0 | 23 Mar, 2026 |
| Frank Wicks | - | 32,317 | 0 | 23 Mar, 2026 |
| Randall L Schilling | - | 31,684 | 0 | 23 Mar, 2026 |
| Randall L Schilling | - | 31,684 | 0 | 23 Mar, 2026 |
| Randall L Schilling | - | 31,684 | 0 | 23 Mar, 2026 |
| Benjamin F Iv Edwards | - | 27,160 | 0 | 18 Apr, 2025 |
| Benjamin F Iv Edwards | - | 27,160 | 0 | 18 Apr, 2025 |
| Benjamin F Iv Edwards | - | 27,160 | 0 | 18 Apr, 2025 |
| James J Lindemann | - | 25,466 | 0 | 23 Apr, 2026 |
| Robert A Ebel | - | 25,269 | 0 | 18 Apr, 2025 |
| Robert A Ebel | - | 25,269 | 0 | 18 Apr, 2025 |
| Robert A Ebel | - | 25,269 | 0 | 18 Apr, 2025 |
| Ralph W Clermont | - | 25,140 | 0 | 23 Mar, 2026 |
| Dwight D Erdbruegger | President | 22,945 | 0 | 28 Jan, 2026 |
| Dwight D Erdbruegger | President | 22,945 | 0 | 28 Jan, 2026 |
| Dwight D Erdbruegger | President | 22,945 | 0 | 28 Jan, 2026 |
| Joseph D Rupp | - | 22,015 | 0 | 23 Mar, 2026 |
| Joseph D Rupp | - | 22,015 | 0 | 23 Mar, 2026 |
| Joseph D Rupp | - | 22,015 | 0 | 23 Mar, 2026 |
| James M Jr Cavellier | Cio | 21,160 | 0 | 28 Jan, 2026 |
| James M Jr Cavellier | Cio | 21,160 | 0 | 28 Jan, 2026 |
| James M Jr Cavellier | Cio | 21,160 | 0 | 28 Jan, 2026 |
| Michael James Normile | Cfo | 18,784 | 0 | 28 Jan, 2026 |
| Michael James Normile | Cfo | 18,784 | 0 | 28 Jan, 2026 |
| Michael James Normile | Cfo | 18,784 | 0 | 28 Jan, 2026 |
| Ralph W Clermont | - | 18,293 | 0 | 23 Apr, 2026 |
| Matthew Steven Schuckman | Executive Vice President | 12,958 | 0 | 28 Jan, 2026 |
| Matthew Steven Schuckman | Executive Vice President | 12,958 | 0 | 28 Jan, 2026 |
| Matthew Steven Schuckman | Executive Vice President | 12,958 | 0 | 28 Jan, 2026 |
| Sally H Roth | - | 8,376 | 0 | 23 Apr, 2026 |
| Ann Walter Marr | - | 6,756 | 0 | 18 Apr, 2025 |
| Ann Walter Marr | - | 6,756 | 0 | 18 Apr, 2025 |
| Ann Walter Marr | - | 6,756 | 0 | 18 Apr, 2025 |
| Wendy J. Henry | - | 6,681 | 0 | 18 Apr, 2025 |
| Wendy J. Henry | - | 6,681 | 0 | 18 Apr, 2025 |
| Wendy J. Henry | - | 6,681 | 0 | 18 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 21 Apr, 2026 | Ralph W Clermont | Common Stock | D | 6,847 | $47.84 | 18,293 | D | F |
| 21 Apr, 2026 | James J Lindemann | Common Stock | D | 8,446 | $47.84 | 25,466 | D | F |
| 21 Apr, 2026 | Ralph W Clermont | Common Stock | D | 6,847 | $47.84 | 18,293 | D | F |
| 21 Apr, 2026 | Ralph W Clermont | Common Stock | D | 6,847 | $47.84 | 18,293 | D | F |
| 21 Apr, 2026 | James J Lindemann | Common Stock | D | 8,446 | $47.84 | 25,466 | D | F |
| 21 Apr, 2026 | James J Lindemann | Common Stock | D | 8,446 | $47.84 | 25,466 | D | F |
| 21 Apr, 2026 | Sally H Roth | Common Stock | D | 2,509 | $47.84 | 8,376 | D | F |
| 21 Apr, 2026 | Sally H Roth | Common Stock | D | 2,509 | $47.84 | 8,376 | D | F |
| 21 Apr, 2026 | James J Lindemann | Common Stock | D | 8,446 | $47.84 | 25,466 | D | F |
| 21 Apr, 2026 | Sally H Roth | Common Stock | D | 2,509 | $47.84 | 8,376 | D | F |
| 21 Apr, 2026 | Sally H Roth | Common Stock | D | 2,509 | $47.84 | 8,376 | D | F |
| 21 Apr, 2026 | Sally H Roth | Common Stock | D | 2,509 | $47.84 | 8,376 | D | F |
| 21 Apr, 2026 | James J Lindemann | Common Stock | D | 8,446 | $47.84 | 25,466 | D | F |
| 21 Apr, 2026 | Ralph W Clermont | Common Stock | D | 6,847 | $47.84 | 18,293 | D | F |
| 21 Apr, 2026 | Ralph W Clermont | Common Stock | D | 6,847 | $47.84 | 18,293 | D | F |
| 20 Apr, 2026 | Martin H. Resch | Common Stock | D | 894 | $48.54 | 49,793 | D | F |
| 20 Apr, 2026 | Martin H. Resch | Common Stock | D | 894 | $48.54 | 49,793 | D | F |
| 20 Apr, 2026 | Martin H. Resch | Common Stock | D | 894 | $48.54 | 49,793 | D | F |
| 20 Apr, 2026 | Martin H. Resch | Common Stock | D | 894 | $48.54 | 49,793 | D | F |
| 20 Apr, 2026 | Martin H. Resch | Common Stock | D | 894 | $48.54 | 49,793 | D | F |