| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Leo I Jr Higdon | - | 33,767 | 0 | 14 Feb, 2022 |
| Edward J Iii Kelly | - | 39,366 | 0 | 24 Apr, 2026 |
| Donald H Iii Mccree | Chair Of The Commercial Bank | 251,106 | 0 | 03 Mar, 2026 |
| Marita Zuraitis | - | 57,470 | 0 | 24 Apr, 2026 |
| Saun Bruce Van | Chairman And Ceo | 1,270,132 | 0 | 03 Mar, 2026 |
| Charles John Koch | - | 104,724 | 0 | 14 Feb, 2022 |
| Malcolm D Griggs | Chief Risk Officer | 122,083 | 0 | 16 May, 2023 |
| William P Hankowsky | - | 77,944 | 0 | 19 Feb, 2026 |
| Tracy A Atkinson | - | 12,544 | 0 | 24 Apr, 2026 |
| Kevin Cummings | - | 473,653 | 0 | 24 Apr, 2026 |
| John F Woods | Chief Financial Officer | 350,806 | 0 | 04 Mar, 2025 |
| Christopher Swift | - | 25,932 | 0 | 24 Apr, 2026 |
| Michele N Siekerka | - | 66,160 | 0 | 24 Apr, 2026 |
| Robert G Leary | - | 33,323 | 0 | 24 Apr, 2026 |
| Terrance Lillis | - | 39,366 | 0 | 24 Apr, 2026 |
| Shivan S. Subramaniam | - | 72,746 | 0 | 15 Feb, 2024 |
| Wendy A. Watson | - | 47,228 | 0 | 18 Feb, 2025 |
| Christine M Cumming | - | 52,341 | 0 | 24 Apr, 2026 |
| Mary Ellen Baker | Head Of Business Services | 51,193 | 0 | 01 Jul, 2022 |
| Craig Jack Read | Controller | 33,620 | 0 | 26 Jul, 2024 |
| Aunoy Banerjee | Chief Financial Officer | 79,774 | 0 | 03 Mar, 2026 |
| Brendan Coughlin | President | 284,928 | 0 | 03 Mar, 2026 |
| Susan Lamonica | Chief Human Resources Officer | 165,971 | 0 | 12 Mar, 2026 |
| Elizabeth S. Johnson | Chief Experience Officer | 195,894 | 0 | 04 Mar, 2025 |
| Richard L. Stein | Chief Risk Officer | 89,546 | 0 | 03 Mar, 2026 |
| Lee Alexander | - | 25,932 | 0 | 24 Apr, 2026 |
| Claude E. Wade | - | 7,550 | 0 | 24 Apr, 2026 |
| Michael Ruttledge | Chief Information Officer | 141,602 | 0 | 03 Mar, 2026 |
| Polly N. Klane | General Counsel | 33,003 | 0 | 04 Mar, 2024 |
| Christopher J Schnirel | Chief Accounting Officer | 18,495 | 0 | 03 Mar, 2026 |
| Michelle Moosally | Chief Legal Officer | 28,615 | 0 | 03 Mar, 2026 |
| Theodore C Swimmer | Head Of Commercial Banking | 109,337 | 0 | 03 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Apr, 2026 | Michele N Siekerka | Common Stock | A | 2,608 | $0.00 | 66,160 | D | A |
| 23 Apr, 2026 | Christopher Swift | Common Stock | A | 2,608 | $0.00 | 25,932 | D | A |
| 23 Apr, 2026 | Claude E. Wade | Common Stock | A | 2,608 | $0.00 | 7,550 | D | A |
| 23 Apr, 2026 | Marita Zuraitis | Common Stock | A | 2,608 | $0.00 | 57,470 | D | A |
| 23 Apr, 2026 | Terrance Lillis | Common Stock | A | 2,608 | $0.00 | 39,366 | D | A |
| 23 Apr, 2026 | Christine M Cumming | Common Stock | A | 2,608 | $0.00 | 52,341 | D | A |
| 23 Apr, 2026 | Christine M Cumming | Common Stock | A | 2,608 | $0.00 | 52,341 | D | A |
| 23 Apr, 2026 | Michele N Siekerka | Common Stock | A | 2,608 | $0.00 | 66,160 | D | A |
| 23 Apr, 2026 | Christine M Cumming | Common Stock | A | 2,608 | $0.00 | 52,341 | D | A |
| 23 Apr, 2026 | Kevin Cummings | Common Stock | A | 2,608 | $0.00 | 473,653 | D | A |
| 23 Apr, 2026 | Lee Alexander | Common Stock | A | 2,608 | $0.00 | 25,932 | D | A |
| 23 Apr, 2026 | Robert G Leary | Common Stock | A | 2,608 | $0.00 | 33,323 | D | A |
| 23 Apr, 2026 | Edward J Iii Kelly | Common Stock | A | 2,608 | $0.00 | 39,366 | D | A |
| 23 Apr, 2026 | Tracy A Atkinson | Common Stock | A | 2,608 | $0.00 | 12,544 | D | A |
| 23 Apr, 2026 | Michele N Siekerka | Common Stock | A | 2,608 | $0.00 | 66,160 | D | A |
| 23 Apr, 2026 | Marita Zuraitis | Common Stock | A | 2,608 | $0.00 | 57,470 | D | A |
| 23 Apr, 2026 | Marita Zuraitis | Common Stock | A | 2,608 | $0.00 | 57,470 | D | A |
| 23 Apr, 2026 | Christopher Swift | Common Stock | A | 2,608 | $0.00 | 25,932 | D | A |
| 23 Apr, 2026 | Christopher Swift | Common Stock | A | 2,608 | $0.00 | 25,932 | D | A |
| 11 Mar, 2026 | Susan Lamonica | Common Stock | D | 13,258 | $58.04 | 165,971 | D | S |