| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John G Englesson | - | 31,351 | 0 | 11 Feb, 2026 |
| James R Bartholomew | Sr. Executive Vice President | 11,653 | 0 | 04 Jan, 2023 |
| 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 | 372,825 | 173,200 | 23 Mar, 2026 |
| John C Pittman | - | 355,444 | 0 | 11 Feb, 2026 |
| Bernard M Lesavoy | - | 133,627 | 0 | 19 Mar, 2026 |
| Geoffrey F Boyer | - | 84,821 | 0 | 11 Feb, 2026 |
| Frank Iii Banko | - | 524,828 | 0 | 11 Feb, 2026 |
| Patti Gates Smith | - | 0 | 245,972 | 11 Feb, 2026 |
| Diane Maria Cunningham | Sr. Executive Vice President | 15,837 | 0 | 17 Dec, 2025 |
| Lynne Marie Neel | Sr. Executive Vice President | 11,548 | 0 | 17 Dec, 2025 |
| Jeffrey C. Skumin | Evp, Finance | 3,048 | 0 | 17 Dec, 2025 |
| Michael B Macy | Evp, Clo Business Banking | 6,647 | 0 | 17 Dec, 2025 |
| Brandi Stefanov | Evp, Branch Administration | 1,368 | 0 | 17 Dec, 2025 |
| Jennifer Tropeano | Evp, Consumer Lending | 2,188 | 0 | 17 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 | $19.65 | 372,825 | D | P |
| 23 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.58 | 118,400 | I | 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 | Bernard M Lesavoy | Common Stock | A | 1,000 | $19.64 | 132,877 | D | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 200 | $19.80 | 372,175 | 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 | Bernard M Lesavoy | Common Stock | A | 750 | $19.70 | 133,627 | D | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 150 | $19.70 | 372,325 | 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 | 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 | 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 | 200 | $19.80 | 118,300 | I | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.70 | 54,800 | I | P |
| 19 Mar, 2026 | David M Jr Lobach | Common Stock | A | 100 | $19.70 | 54,800 | I | P |