| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ted D. Bellard | - | 34,344 | 0 | 12 Jun, 2025 |
| Joseph B Zanco | President And Ceo | 32,870 | 0 | 02 Sep, 2025 |
| Ted D. Bellard | - | 31,682 | 0 | 18 May, 2023 |
| Frederick R. Lafleur | - | 0 | 25,000 | 12 Oct, 2021 |
| Matthew L. Scruggins | - | 24,854 | 0 | 22 Dec, 2025 |
| Craig C. Lebouef | - | 24,522 | 0 | 12 Jun, 2025 |
| Kirk E. Kleiser | - | 24,522 | 0 | 12 Jun, 2025 |
| Joseph B Zanco | President And Ceo | 0 | 22,009 | 04 Dec, 2024 |
| Todd A. Kidder | - | 19,522 | 0 | 12 Jun, 2025 |
| Kirk E. Kleiser | - | 0 | 17,749 | 30 Oct, 2025 |
| Joseph B Zanco | President Ceo | 0 | 15,000 | 12 Oct, 2021 |
| Jutta Codori | Chief Financial Officer | 15,000 | 0 | 12 Oct, 2021 |
| Simone S. Perry | Chief Credit Officer | 13,464 | 0 | 02 Sep, 2022 |
| Don P Ledet | Chief Risk Officer | 12,390 | 0 | 12 Jun, 2025 |
| Matthew L. Scruggins | - | 0 | 10,000 | 12 Oct, 2021 |
| Ted D. Bellard | - | 0 | 10,000 | 12 Oct, 2021 |
| Todd A. Kidder | - | 0 | 10,000 | 12 Oct, 2021 |
| Craig C. Lebouef | - | 0 | 10,000 | 12 Oct, 2021 |
| Frederick R. Lafleur | - | 9,522 | 0 | 12 Jun, 2025 |
| Amanda B. Quebedeaux | Chief Operations Officer | 9,263 | 0 | 02 Sep, 2025 |
| Kirk E. Kleiser | - | 0 | 4,400 | 22 Nov, 2024 |
| Kirk E. Kleiser | - | 0 | 4,000 | 13 Jun, 2025 |
| Jacques L.J. Bourque | Chief Financial Officer | 3,597 | 0 | 02 Sep, 2025 |
| Kirk E. Kleiser | - | 0 | 1,000 | 12 Oct, 2021 |
| Jacques L.J. Bourque | Chief Financial Officer | 0 | 200 | 08 Sep, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 18 Dec, 2025 | Matthew L. Scruggins | Common Stock | A | 332 | $0.00 | 24,854 | D | G |
| 28 Oct, 2025 | Kirk E. Kleiser | Common Stock | D | 1,500 | $13.43 | 3,250 | I | S |
| 28 Oct, 2025 | Kirk E. Kleiser | Common Stock | D | 2,500 | $13.39 | 750 | I | S |
| 28 Oct, 2025 | Kirk E. Kleiser | Common Stock | D | 750 | $13.40 | 0 | I | S |
| 28 Oct, 2025 | Kirk E. Kleiser | Common Stock | A | 100 | $13.40 | 13,099 | I | P |
| 28 Oct, 2025 | Kirk E. Kleiser | Common Stock | A | 4,650 | $13.41 | 17,749 | I | P |
| 01 Sep, 2025 | Joseph B Zanco | Common Stock | D | 1,158 | $12.83 | 32,870 | D | F |
| 01 Sep, 2025 | Amanda B. Quebedeaux | Common Stock | D | 553 | $12.83 | 9,263 | D | F |
| 01 Sep, 2025 | Jacques L.J. Bourque | Common Stock | D | 131 | $12.83 | 3,597 | D | F |
| 11 Jun, 2025 | Kirk E. Kleiser | Common Stock | A | 200 | $12.25 | 12,999 | I | P |
| 11 Jun, 2025 | Kirk E. Kleiser | Common Stock | A | 350 | $12.29 | 4,750 | I | P |
| 11 Jun, 2025 | Kirk E. Kleiser | Common Stock | A | 300 | $12.24 | 3,100 | I | P |
| 11 Jun, 2025 | Kirk E. Kleiser | Common Stock | A | 900 | $12.30 | 900 | I | P |
| 10 Jun, 2025 | Don P Ledet | Common Stock | A | 2,000 | $0.00 | 12,390 | D | A |
| 10 Jun, 2025 | Ted D. Bellard | Common Stock | A | 1,058 | $0.00 | 34,344 | D | A |
| 10 Jun, 2025 | Craig C. Lebouef | Common Stock | A | 1,058 | $0.00 | 24,522 | D | A |
| 10 Jun, 2025 | Jacques L.J. Bourque | Common Stock | A | 2,000 | $0.00 | 3,728 | D | A |
| 10 Jun, 2025 | Todd A. Kidder | Common Stock | A | 1,058 | $0.00 | 19,522 | D | A |
| 10 Jun, 2025 | Amanda B. Quebedeaux | Common Stock | A | 2,000 | $0.00 | 9,816 | D | A |
| 10 Jun, 2025 | Frederick R. Lafleur | Common Stock | A | 1,058 | $0.00 | 9,522 | D | A |