| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Laurie L Mcclellan | Chairman, Board Of Directors | 138,302 | 0 | 09 Jul, 2025 |
| Ralph J Ii Lober | Ceo President | 77,255 | 0 | 18 Mar, 2026 |
| John P/ Furey | - | 39,011 | 0 | 29 Sep, 2023 |
| Renee Wood | Evp Chief Financial Officer | 24,292 | 0 | 05 Aug, 2025 |
| Harry W Jr Schmuck | - | 23,423 | 0 | 29 Sep, 2023 |
| Bradley Goris | - | 22,689 | 0 | 10 Dec, 2025 |
| John W Parkinson | - | 21,493 | 0 | 20 Mar, 2026 |
| Scott E Dodds | Evp, Senior Loan Officer | 16,423 | 0 | 10 Jul, 2025 |
| Derek G Williams | Svp, Retail Operations Sales | 13,441 | 0 | 20 Mar, 2026 |
| Frank L Paden | - | 12,478 | 0 | 16 Mar, 2026 |
| Richard T Jr Kiko | - | 0 | 11,506 | 08 Nov, 2024 |
| Suzanne N Mikes | Evp, Chief Credit Officer | 9,183 | 0 | 23 Dec, 2025 |
| Shawna L'Italien | - | 6,488 | 0 | 09 Jul, 2025 |
| John W Parkinson | - | 0 | 5,890 | 25 Oct, 2024 |
| Joseph A Gerzina | - | 5,033 | 0 | 08 Jul, 2025 |
| Hillary A Hudak | Svp, Chief People Officer | 4,735 | 0 | 07 Aug, 2025 |
| Ann M Gano | - | 4,555 | 0 | 09 Jul, 2025 |
| David R Bickerton | - | 4,306 | 100 | 23 Jan, 2026 |
| Kimberly K Chuckalovchak | Svp, Chief Information Officer | 4,132 | 0 | 07 Aug, 2025 |
| Richard T Jr Kiko | - | 3,105 | 0 | 16 Mar, 2026 |
| Michael A Wheeler | - | 2,352 | 0 | 09 Jul, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Derek G Williams | Common Stock | A | 100 | $25.85 | 13,421 | D | P |
| 16 Mar, 2026 | John W Parkinson | Common Stock | A | 420 | $25.90 | 21,493 | D | P |
| 19 Mar, 2026 | Derek G Williams | Common Stock | A | 20 | $25.77 | 13,441 | D | P |
| 17 Mar, 2026 | Ralph J Ii Lober | Common Stock | A | 513 | $25.97 | 77,255 | D | P |
| 13 Mar, 2026 | Frank L Paden | Common Stock | A | 218 | $25.99 | 12,478 | D | P |
| 13 Mar, 2026 | Richard T Jr Kiko | Common Stock | A | 192 | $25.99 | 2,907 | D | P |
| 13 Mar, 2026 | Richard T Jr Kiko | Common Stock | A | 195 | $25.99 | 3,105 | D | P |
| 13 Mar, 2026 | Ralph J Ii Lober | Common Stock | A | 87 | $25.98 | 76,742 | D | P |
| 30 Jan, 2026 | Ralph J Ii Lober | Common Stock | A | 300 | $26.60 | 76,655 | D | P |
| 23 Jan, 2026 | David R Bickerton | Common Stock | A | 100 | $27.33 | 4,306 | D | P |
| 23 Jan, 2026 | David R Bickerton | Common Stock | A | 100 | $27.40 | 100 | I | P |
| 01 Jan, 2026 | David E Benavides | Restricted Stock Units (Performance Based Vesting) | A | 1,006 | $0.00 | 1,006 | D | A |
| 24 Dec, 2025 | Richard T Jr Kiko | Common Stock | A | 250 | $24.10 | 21,048 | D | P |
| 24 Dec, 2025 | John W Parkinson | Common Stock | A | 250 | $24.10 | 21,048 | D | P |
| 23 Dec, 2025 | Suzanne N Mikes | Common Stock | A | 100 | $24.10 | 9,183 | D | P |
| 16 Dec, 2025 | Frank L Paden | Common Stock | A | 234 | $23.96 | 12,261 | D | P |
| 15 Dec, 2025 | Ralph J Ii Lober | Common Stock | A | 500 | $24.00 | 76,230 | D | P |
| 15 Dec, 2025 | Derek G Williams | Common Stock | A | 150 | $24.20 | 13,202 | D | P |
| 15 Dec, 2025 | Ralph J Ii Lober | Common Stock | A | 90 | $23.90 | 76,320 | D | P |
| 10 Dec, 2025 | David R Bickerton | Common Stock | A | 200 | $23.32 | 4,203 | D | P |