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