| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Frank Iii Banko | - | 524,828 | 0 | 11 Feb, 2026 |
| David M Jr Lobach | Chairman, President And Ceo | 372,825 | 118,400 | 23 Mar, 2026 |
| John C Pittman | - | 355,444 | 0 | 11 Feb, 2026 |
| Patti Gates Smith | - | 0 | 245,972 | 11 Feb, 2026 |
| Bernard M Lesavoy | - | 133,627 | 0 | 19 Mar, 2026 |
| Geoffrey F Boyer | - | 84,821 | 0 | 11 Feb, 2026 |
| Judith A Hunsicker | Feo, Coo, Cfo | 70,794 | 0 | 30 Dec, 2025 |
| John T Yurconic | - | 60,817 | 0 | 11 Feb, 2026 |
| David M Jr Lobach | Chairman, President And Ceo | 0 | 54,800 | 19 Mar, 2026 |
| Bernard M Lesavoy | - | 0 | 50,554 | 10 Dec, 2025 |
| John G Englesson | - | 31,351 | 0 | 11 Feb, 2026 |
| Diane Maria Cunningham | Sr. Executive Vice President | 15,837 | 0 | 17 Dec, 2025 |
| James R Bartholomew | Sr. Executive Vice President | 11,653 | 0 | 04 Jan, 2023 |
| Lynne Marie Neel | Sr. Executive Vice President | 11,548 | 0 | 17 Dec, 2025 |
| Frank Iii Banko | - | 0 | 9,669 | 01 Aug, 2025 |
| Frank Iii Banko | - | 0 | 8,480 | 03 Apr, 2025 |
| Michael B Macy | Evp, Clo Business Banking | 6,647 | 0 | 17 Dec, 2025 |
| Jeffrey C. Skumin | Evp, Finance | 3,048 | 0 | 17 Dec, 2025 |
| Diane Maria Cunningham | Executive Vice President | 0 | 2,940 | 24 Mar, 2023 |
| Frank Iii Banko | - | 0 | 2,861 | 05 Jun, 2024 |
| Jennifer Tropeano | Evp, Consumer Lending | 2,188 | 0 | 17 Dec, 2025 |
| Bernard M Lesavoy | - | 0 | 1,565 | 01 Aug, 2025 |
| Bernard M Lesavoy | - | 0 | 1,372 | 03 Apr, 2025 |
| Brandi Stefanov | Evp, Branch Administration | 1,368 | 0 | 17 Dec, 2025 |
| David M Jr Lobach | Chairman, President And Ceo | 0 | 999 | 08 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.65 | 372,825 | D | P |
| 23 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.58 | 118,400 | I | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 200 | $19.80 | 372,175 | D | P |
| 19 Mar, 2026 | Bernard M Lesavoy | Common Stock | A | 1,000 | $19.64 | 132,877 | D | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 150 | $19.70 | 372,325 | D | P |
| 19 Mar, 2026 | Bernard M Lesavoy | Common Stock | A | 750 | $19.70 | 133,627 | D | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 300 | $19.80 | 372,625 | D | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.79 | 372,725 | D | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 200 | $19.80 | 118,300 | I | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.70 | 54,800 | I | P |
| 10 Feb, 2026 | John G Englesson | Common Stock | A | 1,812 | $0.00 | 31,351 | D | A |
| 10 Feb, 2026 | Patti Gates Smith | Common Stock | A | 1,812 | $0.00 | 245,972 | I | A |
| 10 Feb, 2026 | Bernard M Lesavoy | Common Stock | A | 1,812 | $0.00 | 131,877 | D | A |
| 10 Feb, 2026 | John T Yurconic | Common Stock | A | 3,625 | $0.00 | 60,817 | D | A |
| 10 Feb, 2026 | Frank Iii Banko | Common Stock | A | 3,346 | $0.00 | 524,828 | D | A |
| 10 Feb, 2026 | Geoffrey F Boyer | Common Stock | A | 1,812 | $0.00 | 84,821 | D | A |
| 10 Feb, 2026 | John C Pittman | Common Stock | A | 1,812 | $0.00 | 355,444 | D | A |
| 29 Dec, 2025 | Judith A Hunsicker | Common Stock | D | 615 | $18.34 | 70,794 | D | F |
| 15 Dec, 2025 | Brandi Stefanov | Common Stock | A | 303 | $0.00 | 1,368 | D | A |
| 15 Dec, 2025 | Diane Maria Cunningham | Common Stock | A | 838 | $0.00 | 15,837 | D | A |