| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Charles E Kruse | - | 2,500 | 0 | 25 Nov, 2025 |
| James Ciroli | Evp Cfo | 33,285 | 0 | 04 Mar, 2026 |
| Bradley Nixon Sprong | - | 4,500 | 0 | 25 Nov, 2025 |
| Jeremy Wayne Colbert | Evp, Gen Counsel Corp Sec | 8,612 | 0 | 04 Mar, 2026 |
| Sam Bryan Cook | Executive Chairman | 46,925 | 0 | 04 Mar, 2026 |
| Charles William Jr. Digges | - | 5,000 | 0 | 25 Nov, 2025 |
| Russell Lee Goldammer | Evp Cio | 21,984 | 0 | 04 Mar, 2026 |
| Eric Andrew Hallgren | Evp Chief Credit Officer | 11,307 | 0 | 04 Mar, 2026 |
| Robert Ringen Jr. Hermann | - | 47,619 | 0 | 25 Nov, 2025 |
| Scott Mckinney Kellett | Evp Of Wealth Management | 48,379 | 0 | 04 Mar, 2026 |
| Richard Hays Mcclure | - | 11,200 | 0 | 25 Nov, 2025 |
| Edward Deroy Jr. Robertson | - | 4,550 | 0 | 25 Nov, 2025 |
| Robert Marion Robuck | - | 85,530 | 19,550 | 04 Mar, 2026 |
| Carey Denise Schoeneberg | Svp Chief Risk Officer | 8,679 | 0 | 04 Mar, 2026 |
| Tristan Antin Thompson | Chief Comm Bk Svcs Pymt Offcr | 2,516 | 0 | 04 Mar, 2026 |
| Daniel Harold Westhues | Sevp Chief Customer Officer | 113,668 | 0 | 04 Mar, 2026 |
| John Thomas Ross | President, Ceo | 171,955 | 0 | 04 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 | John Thomas Ross | Class A Common Stock | A | 26,055 | $0.00 | 171,955 | D | A |
| 02 Mar, 2026 | Sam Bryan Cook | Class A Common Stock | A | 8,306 | $0.00 | 46,925 | D | A |
| 02 Mar, 2026 | Jeremy Wayne Colbert | Class A Common Stock | A | 2,362 | $0.00 | 8,612 | D | A |
| 02 Mar, 2026 | Scott Mckinney Kellett | Class A Common Stock | A | 4,479 | $0.00 | 48,379 | D | A |
| 02 Mar, 2026 | Tristan Antin Thompson | Class A Common Stock | A | 2,036 | $0.00 | 2,516 | D | A |
| 02 Mar, 2026 | Carey Denise Schoeneberg | Class A Common Stock | A | 1,629 | $0.00 | 8,679 | D | A |
| 02 Mar, 2026 | John Thomas Ross | Class A Common Stock | A | 26,055 | $0.00 | 171,955 | D | A |
| 02 Mar, 2026 | Eric Andrew Hallgren | Class A Common Stock | A | 3,257 | $0.00 | 11,307 | D | A |
| 02 Mar, 2026 | Carey Denise Schoeneberg | Class A Common Stock | A | 1,629 | $0.00 | 8,679 | D | A |
| 02 Mar, 2026 | Tristan Antin Thompson | Class A Common Stock | A | 2,036 | $0.00 | 2,516 | D | A |
| 02 Mar, 2026 | Sam Bryan Cook | Class A Common Stock | A | 8,306 | $0.00 | 46,925 | D | A |
| 02 Mar, 2026 | Daniel Harold Westhues | Class A Common Stock | A | 3,868 | $0.00 | 113,668 | D | A |
| 02 Mar, 2026 | Jeremy Wayne Colbert | Class A Common Stock | A | 2,362 | $0.00 | 8,612 | D | A |
| 02 Mar, 2026 | Daniel Harold Westhues | Class A Common Stock | A | 3,868 | $0.00 | 113,668 | D | A |
| 02 Mar, 2026 | Scott Mckinney Kellett | Class A Common Stock | A | 4,479 | $0.00 | 48,379 | D | A |
| 02 Mar, 2026 | Robert Marion Robuck | Class A Common Stock | A | 8,761 | $0.00 | 85,530 | D | A |
| 02 Mar, 2026 | Eric Andrew Hallgren | Class A Common Stock | A | 3,257 | $0.00 | 11,307 | D | A |
| 02 Mar, 2026 | Robert Marion Robuck | Class A Common Stock | A | 8,761 | $0.00 | 85,530 | D | A |
| 02 Mar, 2026 | Russell Lee Goldammer | Class A Common Stock | A | 2,647 | $0.00 | 22,797 | D | A |
| 02 Mar, 2026 | James Ciroli | Class A Common Stock | A | 16,285 | $0.00 | 33,285 | D | A |