| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Susan G Riel | President Ceo | 321,245 | 0 | 02 Mar, 2026 |
| Janice L. Williams | Evp/Cco | 110,510 | 0 | 28 Feb, 2025 |
| Norman Robert Pozez | Executive Chairman | 73,618 | 0 | 14 Feb, 2024 |
| James A Soltesz | - | 64,616 | 0 | 23 Feb, 2026 |
| Benjamin M. Soto | - | 60,644 | 0 | 23 Feb, 2026 |
| Kathy A Raffa | - | 56,245 | 0 | 26 Feb, 2025 |
| A. Leslie Ludwig | - | 55,028 | 0 | 21 Feb, 2026 |
| Steven Freidkin | - | 48,972 | 0 | 21 Feb, 2026 |
| Ryan Riel | Sr. Executive Vice President | 46,884 | 0 | 18 Mar, 2026 |
| Matthew D Brockwell | - | 46,810 | 0 | 21 Feb, 2026 |
| Theresa G. Laplaca | - | 46,798 | 0 | 20 Feb, 2026 |
| Antonio F Marquez | Sr. Evp | 46,680 | 0 | 24 May, 2023 |
| Susan G Riel | President Ceo | 0 | 32,135 | 30 Dec, 2025 |
| Charles Levingston | Evp/Cfo | 30,371 | 0 | 18 May, 2023 |
| Evelyn Lee | Evp, Chief Ci Lending Officer | 27,630 | 0 | 18 Mar, 2026 |
| Paul Saltzman | Evp/Chief Legal Officer | 27,626 | 0 | 18 Mar, 2026 |
| Louis P. Jr. Mathews | - | 19,230 | 0 | 21 Feb, 2026 |
| Lindsey S Rheaume | Evp/Clo Ci | 9,075 | 0 | 06 Mar, 2024 |
| Kevin P Geoghegan | Evp, Chief Credit Officer | 6,105 | 0 | 25 Sep, 2025 |
| A. Leslie Ludwig | - | 0 | 5,000 | 13 Jan, 2025 |
| Kristen J. Pederson | - | 4,536 | 0 | 23 Feb, 2026 |
| Theodore A. Wilm | - | 4,536 | 0 | 20 Feb, 2026 |
| Ernie Jarvis | - | 4,060 | 0 | 17 Feb, 2022 |
| Antonio F Marquez | Sr. Evp | 0 | 3,050 | 15 Sep, 2022 |
| Jeffrey Mcpherson Curry | Evp/Cro | 1,411 | 0 | 17 Feb, 2023 |
| Susan G Riel | President Ceo | 0 | 1,165 | 10 Jan, 2023 |
* 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 | 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 | Ryan Riel | Common Stock | A | 4,086 | $0.00 | 46,884 | D | A |
| 26 Feb, 2026 | Evelyn Lee | Common Stock | D | 212 | $26.33 | 23,544 | 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 |
| 26 Feb, 2026 | Ryan Riel | Common Stock | D | 832 | $26.33 | 42,798 | 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 | 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 |
| 19 Feb, 2026 | Kristen J. Pederson | Common Stock | A | 4,536 | $0.00 | 4,536 | D | A |
| 19 Feb, 2026 | Susan G Riel | Common Stock | A | 7,780 | $0.00 | 324,451 | D | A |
| 19 Feb, 2026 | Ryan Riel | Employee Stock Option - Right to Buy | A | 9,764 | $0.00 | 9,764 | D | A |
| 19 Feb, 2026 | Evelyn Lee | Employee Stock Option - Right to Buy | A | 8,513 | $0.00 | 8,513 | D | A |
| 19 Feb, 2026 | Paul Saltzman | Employee Stock Option - Right to Buy | A | 6,646 | $0.00 | 6,646 | D | A |
| 19 Feb, 2026 | Susan G Riel | Employee Stock Option - Right to Buy | A | 15,684 | $0.00 | 15,684 | D | A |
| 19 Feb, 2026 | Steven Freidkin | Common Stock | A | 9,073 | $0.00 | 48,972 | D | A |
| 19 Feb, 2026 | A. Leslie Ludwig | Common Stock | A | 9,073 | $0.00 | 55,028 | D | A |