| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Marcia Hefter | - | 84,183 | 0 | 04 Apr, 2023 |
| Capital Management, L.L.C. Basswood | - | 0 | 1,034,158 | 06 Nov, 2025 |
| Dennis A Suskind | - | 97,090 | 0 | 05 Jan, 2026 |
| Vincent F Palagiano | - | 590,547 | 0 | 22 Sep, 2022 |
| Michael P Devine | - | 446,526 | 0 | 29 Apr, 2025 |
| Kenneth J Mahon | - | 281,639 | 0 | 03 Jan, 2024 |
| Joseph Perry | - | 58,867 | 0 | 03 Apr, 2026 |
| Dennis Suskind | - | 90,151 | 0 | 04 Apr, 2023 |
| Stuart H Lubow | President Ceo | 209,449 | 0 | 02 Apr, 2026 |
| Patricia M Schaubeck | Evp And General Counsel | 20,164 | 0 | 30 Apr, 2024 |
| Kevin M O'Connor | Director And Ceo | 215,625 | 0 | 05 Sep, 2023 |
| Thomas X Geisel | Sevp Chief Commercial Officer | 7,900 | 0 | 04 Apr, 2026 |
| Jr. Albert E Mccoy | - | 148,552 | 0 | 05 Jan, 2026 |
| Paul M Aguggia | - | 14,973 | 0 | 05 Jan, 2026 |
| Kevin Stein | - | 6,724 | 0 | 05 Jan, 2026 |
| Rosemarie Chen | - | 29,389 | 0 | 26 Jan, 2026 |
| Christopher J Porzelt | Chief Risk Officer | 14,919 | 0 | 02 Apr, 2026 |
| Leslie Veluswamy | Svp Chief Accounting Officer | 3,044 | 0 | 04 Nov, 2022 |
| Avinash Reddy | Sevp Chief Financial Officer | 51,445 | 0 | 02 Apr, 2026 |
| Michael Fegan | Chief Technology Ops Officer | 22,412 | 0 | 02 Apr, 2026 |
| Judith H Germano | - | 10,419 | 0 | 01 Apr, 2026 |
| Judy Wu | Evp General Counsel Corp Sec | 4,769 | 0 | 02 Apr, 2026 |
| Elizabeth Felice Digangi | Svp Chief Accounting Officer | 2,836 | 0 | 02 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Thomas X Geisel | Common Stock | A | 4,779 | $0.00 | 8,326 | D | A |
| 31 Mar, 2026 | Thomas X Geisel | Common Stock | D | 426 | $33.82 | 7,900 | D | F |
| 01 Apr, 2026 | Joseph Perry | Common Stock | A | 101 | $33.82 | 58,867 | D | A |
| 01 Apr, 2026 | Joseph Perry | Common Stock | A | 101 | $33.82 | 58,867 | D | A |
| 01 Apr, 2026 | Joseph Perry | Common Stock | A | 101 | $33.82 | 58,867 | D | A |
| 31 Mar, 2026 | Avinash Reddy | Common Stock | D | 475 | $33.82 | 45,644 | D | F |
| 31 Mar, 2026 | Michael Fegan | Common Stock | D | 439 | $33.82 | 19,384 | D | F |
| 31 Mar, 2026 | Michael Fegan | Common Stock | D | 439 | $33.82 | 19,384 | D | F |
| 31 Mar, 2026 | Avinash Reddy | Common Stock | D | 475 | $33.82 | 45,644 | D | F |
| 31 Mar, 2026 | Christopher J Porzelt | Common Stock | D | 341 | $33.82 | 13,068 | D | F |
| 31 Mar, 2026 | Stuart H Lubow | Common Stock | D | 2,387 | $33.82 | 196,185 | D | F |
| 31 Mar, 2026 | Stuart H Lubow | Common Stock | D | 2,387 | $33.82 | 196,185 | D | F |
| 31 Mar, 2026 | Judy Wu | Common Stock | D | 263 | $33.82 | 3,359 | D | F |
| 31 Mar, 2026 | Michael Fegan | Common Stock | D | 439 | $33.82 | 19,384 | D | F |
| 31 Mar, 2026 | Stuart H Lubow | Common Stock | D | 2,387 | $33.82 | 196,185 | D | F |
| 31 Mar, 2026 | Christopher J Porzelt | Common Stock | D | 341 | $33.82 | 13,068 | D | F |
| 31 Mar, 2026 | Judy Wu | Common Stock | D | 263 | $33.82 | 3,359 | D | F |
| 31 Mar, 2026 | Avinash Reddy | Common Stock | D | 475 | $33.82 | 45,644 | D | F |
| 31 Mar, 2026 | Christopher J Porzelt | Common Stock | D | 341 | $33.82 | 13,068 | D | F |
| 31 Mar, 2026 | Judy Wu | Common Stock | D | 263 | $33.82 | 3,359 | D | F |