| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James S Macleod | - | 10,000 | 0 | 07 Jul, 2025 |
| Michael B High | - | 0 | 1,500 | 12 Feb, 2026 |
| Patrick M Frawley | - | 83,549 | 0 | 07 Jul, 2025 |
| Boris Gutin | - | 18,284 | 0 | 07 Jul, 2025 |
| Joseph V. Jr. Topper | - | 107,900 | 0 | 07 Jul, 2025 |
| John G Jr Aldridge | - | 18,129 | 0 | 07 Jul, 2025 |
| Stephen R. Stone | President And Ceo | 120,385 | 0 | 09 Mar, 2026 |
| Lauren M. Hemby | Chief Accounting Officer | 10,250 | 0 | 07 Jul, 2025 |
| Anthony P. Valduga | Cfo And Coo | 81,514 | 0 | 07 Jul, 2025 |
| L. Scott Askins | - | 13,990 | 0 | 07 Jul, 2025 |
| Cameron Bradley Turner | Chief Credit Officer | 6,000 | 0 | 07 Jul, 2025 |
| James N. Jr. Richardson | - | 128,891 | 0 | 07 Jul, 2025 |
| Ernst W. Bruderer | - | 47,131 | 0 | 07 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 |
|---|---|---|---|---|---|---|---|---|
| 09 Mar, 2026 | Stephen R. Stone | Common Stock | A | 200 | $24.15 | 120,385 | D | P |
| 09 Mar, 2026 | Stephen R. Stone | Common Stock | A | 200 | $24.15 | 120,385 | D | P |
| 09 Mar, 2026 | Stephen R. Stone | Common Stock | A | 200 | $24.15 | 120,385 | D | P |
| 11 Feb, 2026 | L. Scott Askins | Restricted Stock Units | A | 927 | - | 927 | D | A |
| 11 Feb, 2026 | Ernst W. Bruderer | Restricted Stock Units | A | 868 | - | 868 | D | A |
| 11 Feb, 2026 | James S Macleod | Restricted Stock Units | A | 1,189 | - | 1,189 | D | A |
| 11 Feb, 2026 | John G Jr Aldridge | Restricted Stock Units | A | 927 | - | 927 | D | A |
| 11 Feb, 2026 | Stephen R. Stone | Restricted Stock Units | A | 12,000 | - | 12,000 | D | A |
| 11 Feb, 2026 | Lauren M. Hemby | Restricted Stock Units | A | 4,000 | - | 4,000 | D | A |
| 11 Feb, 2026 | James N. Jr. Richardson | Restricted Stock Units | A | 868 | - | 868 | D | A |
| 11 Feb, 2026 | Anthony P. Valduga | Restricted Stock Unit | A | 10,000 | - | 10,000 | D | A |
| 11 Feb, 2026 | James N. Jr. Richardson | Restricted Stock Units | A | 868 | - | 868 | D | A |
| 11 Feb, 2026 | Joseph V. Jr. Topper | Restricted Stock Units | A | 927 | - | 927 | D | A |
| 11 Feb, 2026 | Cameron Bradley Turner | Restricted Stock Units | A | 1,500 | - | 1,500 | D | A |
| 11 Feb, 2026 | Lauren M. Hemby | Restricted Stock Units | A | 4,000 | - | 4,000 | D | A |
| 11 Feb, 2026 | Cameron Bradley Turner | Restricted Stock Units | A | 1,500 | - | 1,500 | D | A |
| 11 Feb, 2026 | Stephen R. Stone | Restricted Stock Units | A | 12,000 | - | 12,000 | D | A |
| 11 Feb, 2026 | Joseph V. Jr. Topper | Restricted Stock Units | A | 927 | - | 927 | D | A |
| 11 Feb, 2026 | Anthony P. Valduga | Restricted Stock Unit | A | 10,000 | - | 10,000 | D | A |
| 11 Feb, 2026 | Patrick M Frawley | Restricted Stock Units | A | 868 | - | 868 | D | A |