| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert J Glunk | 26,987 | 0 | 24 Oct, 2025 | |
| Robert P Hager | 26,569 | 0 | 01 May, 2024 | |
| Todd M Arthur | 24,237 | 0 | 21 Nov, 2024 | |
| Steven H Shannon | 22,160 | 0 | 10 Jun, 2024 | |
| Bonnie M Tompkins | 19,558 | 0 | 03 Mar, 2026 | |
| Joseph K Jr Oneill | Evp Chief Financial Officer | 5,314 | 0 | 07 Aug, 2024 |
| Bonnie M Tompkins | 0 | 4,299 | 06 Mar, 2026 | |
| Kevin Weinhoffer | Evp, Chief Commercial Officer | 4,289 | 0 | 13 Nov, 2024 |
| Edwin A Wenner | 4,273 | 0 | 05 Sep, 2025 | |
| Kevin Weinhoffer | Evp, Chief Commercial Officer | 0 | 3,100 | 12 Mar, 2025 |
| Jeffrey Thomas Arnold | Sevp, Finance Risk Mgmt | 2,814 | 0 | 08 May, 2024 |
| Brenda R H Williams | 2,200 | 0 | 30 Jan, 2026 | |
| Paul K Page | Evp, Chief Lending Officer | 1,583 | 0 | 30 Apr, 2024 |
| Todd M Arthur | 0 | 1,432 | 13 Nov, 2024 | |
| Stephanie A Oakes | Evp, Chief Operations Officer | 967 | 0 | 12 Dec, 2024 |
| Loni N. Kline | Evp/Chief Growth Officer | 810 | 0 | 09 Mar, 2026 |
| Jessica M. Lehman | Evp/Director Of Trust Services | 238 | 0 | 29 Jan, 2026 |
| Robert J Glunk | 0 | 194 | 28 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Loni N. Kline | Common | A | 312 | $61.85 | 810 | D | P |
| 05 Mar, 2026 | Loni N. Kline | Common | A | 498 | $61.85 | 498 | D | P |
| 05 Mar, 2026 | Bonnie M Tompkins | Common | A | 91 | $61.89 | 4,299 | I | P |
| 02 Mar, 2026 | Bonnie M Tompkins | Common | A | 158 | $61.00 | 19,558 | D | P |
| 02 Mar, 2026 | Bonnie M Tompkins | Common | A | 58 | $61.00 | 4,208 | I | P |
| 03 Feb, 2026 | Bonnie M Tompkins | Common | A | 300 | $59.25 | 19,400 | D | P |
| 03 Feb, 2026 | Bonnie M Tompkins | Common | A | 250 | $59.25 | 4,150 | I | P |
| 29 Jan, 2026 | Bonnie M Tompkins | Common | A | 267 | $60.00 | 19,100 | D | P |
| 29 Jan, 2026 | Brenda R H Williams | Common | A | 400 | $60.00 | 2,200 | D | P |
| 29 Jan, 2026 | Bonnie M Tompkins | Common | A | 381 | $60.00 | 3,900 | I | P |
| 28 Jan, 2026 | Jessica M. Lehman | Common | A | 100 | $60.00 | 238 | D | P |
| 27 Jan, 2026 | Robert J Glunk | Common | A | 8 | $59.55 | 26 | I | P |
| 27 Jan, 2026 | Robert J Glunk | Common | A | 25 | $59.55 | 111 | I | P |
| 27 Jan, 2026 | Robert J Glunk | Common | A | 25 | $59.55 | 111 | I | P |
| 27 Jan, 2026 | Robert J Glunk | Common | A | 10 | $59.55 | 264 | I | P |
| 27 Jan, 2026 | Robert J Glunk | Common | A | 9 | $59.55 | 210 | I | P |
| 27 Jan, 2026 | Robert J Glunk | Common | A | 9 | $59.55 | 194 | I | P |
| 11 Dec, 2025 | Brenda R H Williams | Common | A | 50 | $54.78 | 1,775 | D | P |
| 12 Dec, 2025 | Brenda R H Williams | Common | A | 25 | $56.81 | 1,800 | D | P |
| 11 Dec, 2025 | Bonnie M Tompkins | Common | D | 150 | $54.75 | 18,833 | D | S |