| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Susan G Riel | President Ceo | 321,245 | 0 | 02 Mar, 2026 |
| Paul Saltzman | Evp/Chief Legal Officer | 27,626 | 0 | 18 Mar, 2026 |
| Norman Robert Pozez | Executive Chairman | 73,618 | 0 | 14 Feb, 2024 |
| Janice L. Williams | Evp/Cco | 110,510 | 0 | 28 Feb, 2025 |
| Benjamin M. Soto | - | 60,644 | 0 | 23 Feb, 2026 |
| Lindsey S Rheaume | Evp/Clo Ci | 9,075 | 0 | 06 Mar, 2024 |
| Antonio F Marquez | Sr. Evp | 46,680 | 0 | 24 May, 2023 |
| Charles Levingston | Evp/Cfo | 30,371 | 0 | 18 May, 2023 |
| Kathy A Raffa | - | 56,245 | 0 | 26 Feb, 2025 |
| Kevin P Geoghegan | Evp, Chief Credit Officer | 6,105 | 0 | 25 Sep, 2025 |
| A. Leslie Ludwig | - | 55,028 | 0 | 21 Feb, 2026 |
| Theresa G. Laplaca | - | 46,798 | 0 | 20 Feb, 2026 |
| Matthew D Brockwell | - | 46,810 | 0 | 21 Feb, 2026 |
| James A Soltesz | - | 64,616 | 0 | 23 Feb, 2026 |
| Steven Freidkin | - | 48,972 | 0 | 21 Feb, 2026 |
| Ernie Jarvis | - | 4,060 | 0 | 17 Feb, 2022 |
| Jeffrey Mcpherson Curry | Evp/Cro | 1,411 | 0 | 17 Feb, 2023 |
| Theodore A. Wilm | - | 4,536 | 0 | 20 Feb, 2026 |
| Ryan Riel | Sr. Executive Vice President | 46,884 | 0 | 18 Mar, 2026 |
| Louis P. Jr. Mathews | - | 19,230 | 0 | 21 Feb, 2026 |
| Evelyn Lee | Evp, Chief Ci Lending Officer | 27,630 | 0 | 18 Mar, 2026 |
| Kristen J. Pederson | - | 4,536 | 0 | 23 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Mar, 2026 | Ryan Riel | Common Stock | A | 4,086 | $0.00 | 46,884 | D | A |
| 16 Mar, 2026 | Evelyn Lee | Common Stock | A | 4,086 | $0.00 | 27,630 | D | A |
| 16 Mar, 2026 | Paul Saltzman | Common Stock | A | 4,086 | $0.00 | 27,626 | D | A |
| 16 Mar, 2026 | Paul Saltzman | Common Stock | A | 4,086 | $0.00 | 27,626 | D | A |
| 16 Mar, 2026 | Evelyn Lee | Common Stock | A | 4,086 | $0.00 | 27,630 | D | A |
| 16 Mar, 2026 | Ryan Riel | Common Stock | A | 4,086 | $0.00 | 46,884 | D | A |
| 26 Feb, 2026 | Ryan Riel | Common Stock | D | 832 | $26.33 | 42,798 | D | F |
| 26 Feb, 2026 | Evelyn Lee | Common Stock | D | 212 | $26.33 | 23,544 | D | F |
| 26 Feb, 2026 | Evelyn Lee | Common Stock | D | 212 | $26.33 | 23,544 | D | F |
| 26 Feb, 2026 | Paul Saltzman | Common Stock | D | 368 | $26.33 | 23,540 | D | F |
| 26 Feb, 2026 | Ryan Riel | Common Stock | D | 832 | $26.33 | 42,798 | D | F |
| 26 Feb, 2026 | Susan G Riel | Common Stock | D | 3,206 | $26.33 | 321,245 | D | F |
| 26 Feb, 2026 | Susan G Riel | Common Stock | D | 3,206 | $26.33 | 321,245 | D | F |
| 26 Feb, 2026 | Paul Saltzman | Common Stock | D | 368 | $26.33 | 23,540 | D | F |
| 19 Feb, 2026 | James A Soltesz | Common Stock | A | 9,073 | $0.00 | 64,616 | D | A |
| 19 Feb, 2026 | Benjamin M. Soto | Common Stock | A | 9,073 | $0.00 | 60,644 | D | A |
| 19 Feb, 2026 | Ryan Riel | Common Stock | A | 4,843 | $0.00 | 43,630 | D | A |
| 19 Feb, 2026 | Susan G Riel | Common Stock | A | 7,780 | $0.00 | 324,451 | D | A |
| 19 Feb, 2026 | Paul Saltzman | Common Stock | A | 3,296 | $0.00 | 23,908 | D | A |
| 19 Feb, 2026 | Evelyn Lee | Common Stock | A | 4,223 | $0.00 | 23,756 | D | A |