| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jay S Sidhu | Chairman | 804,795 | 0 | 14 Apr, 2026 |
| Daniel K Rothermel | - | 115,176 | 0 | 17 Mar, 2026 |
| Robert J Buford | - | 23,624 | 0 | 17 Mar, 2026 |
| T Lawrence Way | - | 125,713 | 0 | 17 Mar, 2026 |
| Glenn Hedde | Pres Mortgage Warehouselending | 53,754 | 0 | 08 Apr, 2025 |
| Richard A Ehst | President Coo | 74,232 | 0 | 06 Jul, 2021 |
| Steven J Zuckerman | - | 72,690 | 0 | 17 Mar, 2026 |
| Carla A Leibold | Chief Financial Officer | 44,371 | 0 | 08 Apr, 2024 |
| Rajeev V Date | - | 6,900 | 0 | 19 Mar, 2025 |
| Rick Burkey | - | 69,318 | 0 | 16 Jun, 2022 |
| Andrea R. Allon | - | 39,409 | 0 | 17 Mar, 2026 |
| Samvir S. Sidhu | Ceo | 520,714 | 0 | 14 Apr, 2026 |
| Philip Watkins | Evp, Head Of Corp Development | 46,993 | 0 | 10 Apr, 2026 |
| Jessie John Deano Velasquez | Chief Accounting Officer | 4,283 | 0 | 07 Apr, 2026 |
| Andrew Hertz Bowman | Evp And Chief Credit Officer | 16,556 | 0 | 02 Aug, 2023 |
| Mike Gill | - | 1,060 | 0 | 17 Mar, 2026 |
| Bernard Bennett Banks | - | 9,031 | 0 | 17 Mar, 2026 |
| Robert Neil Mackay | - | 9,813 | 0 | 17 Mar, 2026 |
| Lyle Cunningham | Chief Banking Officer | 48,442 | 0 | 03 Apr, 2026 |
| Joan Patricia Cheney | Chief Risk Officer | 10,839 | 0 | 05 Apr, 2024 |
| Thomas Henry Kasulka | Chief Credit Officer | 19,031 | 0 | 03 Apr, 2026 |
| Nicholas John Robinson | Chief Risk Officer | 9,773 | 0 | 22 Dec, 2025 |
| Susan Dianne Looney | - | 1,143 | 0 | 17 Mar, 2026 |
| Robert Morris Krasne | - | 1,612 | 0 | 17 Mar, 2026 |
| Dalton Talley Sirmans | - | 2,023 | 0 | 17 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Apr, 2026 | Samvir S. Sidhu | Common Stock | D | 1,389 | $73.99 | 520,714 | D | F |
| 12 Apr, 2026 | Jay S Sidhu | Common Stock | D | 1,325 | $73.99 | 804,795 | D | F |
| 08 Apr, 2026 | Samvir S. Sidhu | Common Stock | D | 1,562 | $73.80 | 522,103 | D | F |
| 08 Apr, 2026 | Jay S Sidhu | Common Stock | D | 1,461 | $73.80 | 806,120 | D | F |
| 08 Apr, 2026 | Philip Watkins | Common Stock | D | 568 | $73.80 | 46,993 | D | F |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | D | 3,015 | $71.70 | 506,881 | D | F |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | D | 3,010 | $71.70 | 776,272 | D | F |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | A | 12,626 | $71.70 | 519,507 | D | A |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | A | 17,553 | $71.70 | 793,825 | D | A |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | D | 6,920 | $71.70 | 512,587 | D | F |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | D | 6,908 | $71.70 | 786,917 | D | F |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | A | 12,255 | $71.70 | 524,842 | D | A |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | A | 17,037 | $71.70 | 803,954 | D | A |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | D | 6,716 | $71.70 | 518,126 | D | F |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | D | 6,705 | $71.70 | 797,249 | D | F |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | A | 17,036 | $71.70 | 814,285 | D | A |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | A | 12,255 | $71.70 | 530,381 | D | A |
| 06 Apr, 2026 | Samvir S. Sidhu | Common Stock | D | 6,716 | $71.70 | 523,665 | D | F |
| 06 Apr, 2026 | Jay S Sidhu | Common Stock | D | 6,704 | $71.70 | 807,581 | D | F |
| 04 Apr, 2026 | Jay S Sidhu | Common Stock | D | 6,657 | $70.41 | 779,282 | D | F |