| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert Bartlein | - | 442,696 | 0 | 12 May, 2025 |
| Louis C Mcmurray | - | 600,826 | 0 | 19 Aug, 2024 |
| Daniel N Cunningham | - | 110,314 | 0 | 18 May, 2023 |
| Steven D Mcdonald | - | 324,726 | 0 | 18 May, 2023 |
| William S Smittcamp | - | 172,597 | 0 | 12 May, 2025 |
| Daniel J Doyle | - | 99,997 | 0 | 12 May, 2025 |
| Kirk Stovesand | - | 82,332 | 0 | 09 Apr, 2026 |
| Blaine Lauhon | Executive Vice President | 22,998 | 0 | 12 May, 2025 |
| Martin E Plourd | President | 112,536 | 0 | 04 Mar, 2026 |
| David A Kinross | Executive Vice President | 26,245 | 0 | 06 Sep, 2022 |
| Timothy Joseph Stronks | Executive Vice President | 25,090 | 0 | 16 Mar, 2026 |
| Frank T. Iv Elliott | - | 67,293 | 13,001 | 04 Feb, 2026 |
| Tom Dobyns | - | 7,194 | 0 | 12 May, 2025 |
| Robert J Flautt | - | 33,833 | 0 | 12 May, 2025 |
| Karen Musson | - | 8,358 | 0 | 18 May, 2023 |
| James J Kim | Ceo | 58,849 | 0 | 04 Mar, 2026 |
| Teresa Gilio | Executive Vice President | 14,292 | 0 | 18 May, 2023 |
| Anthony Kenneth Ramos | Executive Vice President | 22,173 | 0 | 18 Jun, 2024 |
| Dorothea D Silva | - | 12,145 | 0 | 03 Sep, 2025 |
| Patrick A Luis | Executive Vice President | 25,597 | 0 | 18 May, 2023 |
| Suzanne Marie Chadwick | - | 5,118 | 0 | 12 May, 2025 |
| Andriana D Majarian | - | 0 | 20,868 | 12 May, 2025 |
| Dora Westerlund | - | 13,908 | 0 | 09 Apr, 2026 |
| Dawn M Cagle | Executive Vice President | 13,724 | 0 | 04 Mar, 2026 |
| Jeffrey Michael Martin | Executive Vice President | 24,617 | 0 | 04 Mar, 2026 |
| Dawn P Crusinberry | Executive Vice President | 3,844 | 0 | 20 Jan, 2023 |
| Shannon R Avrett | Executive Vice President | 21,298 | 0 | 02 Sep, 2025 |
| Jagroop Gill | - | 583,067 | 0 | 09 Apr, 2026 |
| Hinson Michael Thomas | Executive Vice President | 3,694 | 0 | 11 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Jagroop Gill | CWBC - Common Stock | A | 583,067 | $0.00 | 583,067 | D | A |
| 07 Apr, 2026 | Kirk Stovesand | CWBC - Common Stock | A | 2,370 | $14.85 | 82,332 | D | M |
| 01 Apr, 2026 | Dora Westerlund | CWBC - Common Stock | A | 13,908 | $0.00 | 13,908 | D | A |
| 07 Apr, 2026 | Kirk Stovesand | CWBC - Stock Option | D | 2,370 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Timothy Joseph Stronks | CWBC - Common Stock | A | 15,800 | $16.35 | 25,090 | D | M |
| 13 Mar, 2026 | Timothy Joseph Stronks | CWBC - Common Stock | A | 15,800 | $16.35 | 25,090 | D | M |
| 13 Mar, 2026 | Timothy Joseph Stronks | CWBC - Common Stock | A | 15,800 | $16.35 | 25,090 | D | M |
| 13 Mar, 2026 | Timothy Joseph Stronks | CWBC - Stock Option | D | 15,800 | $22.54 | 0 | D | M |
| 13 Mar, 2026 | Timothy Joseph Stronks | CWBC - Stock Option | D | 15,800 | $22.54 | 0 | D | M |
| 13 Mar, 2026 | Timothy Joseph Stronks | CWBC - Stock Option | D | 15,800 | $22.54 | 0 | D | M |
| 27 Feb, 2026 | Martin E Plourd | CWBC - Common Stock | A | 282 | $20.65 | 112,536 | D | P |
| 27 Feb, 2026 | James J Kim | CWBC - Common Stock | A | 1,089 | $20.65 | 58,849 | D | P |
| 27 Feb, 2026 | James J Kim | CWBC - Common Stock | A | 1,089 | $20.65 | 58,849 | D | P |
| 27 Feb, 2026 | Jeffrey Michael Martin | CWBC - Common Stock | A | 206 | $20.65 | 24,617 | D | P |
| 27 Feb, 2026 | James J Kim | CWBC - Common Stock | A | 1,089 | $20.65 | 58,849 | D | P |
| 27 Feb, 2026 | Jeffrey Michael Martin | CWBC - Common Stock | A | 206 | $20.65 | 24,617 | D | P |
| 27 Feb, 2026 | Jeffrey Michael Martin | CWBC - Common Stock | A | 206 | $20.65 | 24,617 | D | P |
| 27 Feb, 2026 | Dawn M Cagle | CWBC - Common Stock | A | 351 | $20.65 | 13,724 | D | P |
| 29 Dec, 2025 | Frank T. Iv Elliott | CWBC - Common Stock | D | 13,001 | $0.00 | 67,293 | D | G |
| 29 Dec, 2025 | Frank T. Iv Elliott | CWBC - Common Stock | D | 13,001 | $0.00 | 67,293 | D | G |