| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark C Wagner | - | 16,322 | 0 | 14 Jan, 2025 |
| Susan Y Nicholas | - | 16,391 | 0 | 14 Jan, 2025 |
| Judith A Weaver | - | 8,780 | 0 | 14 Jan, 2025 |
| Brian K Reed | - | 10,551 | 0 | 14 Jan, 2025 |
| Jeffrey Stauffer | Chairman, President, And Ceo | 19,984 | 0 | 04 Nov, 2025 |
| Joshua E. Hoffman | - | 8,214 | 0 | 21 Jul, 2023 |
| Adrienne Lea Miller | General Counsel | 5,761 | 0 | 03 Nov, 2025 |
| Jay S Martin | - | 3,765 | 0 | 13 Jan, 2025 |
| Nicholas D Klein | Chief Risk Officer | 7,375 | 0 | 04 Nov, 2025 |
| Cindy L. Cake | Chief Human Resources Officer | 61 | 0 | 29 Dec, 2025 |
| Roger L Zimmerman | - | 4,564 | 0 | 15 Nov, 2025 |
| Chad E Neiss | Chief Strategy Officer | 21,466 | 0 | 09 Jul, 2024 |
| Rachel G Bitner | Chief Financial Officer | 10,406 | 0 | 04 Nov, 2025 |
| William J Iv Kitsch | Chief Revenue Officer | 6,457 | 0 | 13 Jan, 2025 |
| Jennifer Halligan | Controller | 765 | 0 | 13 Jan, 2025 |
| J Daniel Stoltzfus | - | 2,812 | 0 | 14 Jan, 2025 |
| Joselyn D Strohm | Chief Operating Officer | 1,015 | 0 | 06 Jun, 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 Dec, 2025 | Cindy L. Cake | Common Stock | D | 323 | $23.21 | 1,384 | D | S |
| 23 Dec, 2025 | Cindy L. Cake | Common Stock | D | 495 | $22.92 | 889 | D | S |
| 23 Dec, 2025 | Cindy L. Cake | Common Stock | D | 828 | $22.55 | 61 | D | S |
| 14 Nov, 2025 | Roger L Zimmerman | Common Stock | A | 400 | $22.32 | 4,564 | D | P |
| 14 Nov, 2025 | Roger L Zimmerman | Common Stock | A | 400 | $22.32 | 4,564 | D | P |
| 14 Nov, 2025 | Roger L Zimmerman | Common Stock | A | 400 | $22.32 | 4,564 | D | P |
| 31 Oct, 2025 | Nicholas D Klein | Common Stock | A | 349 | $23.00 | 7,375 | D | M |
| 31 Oct, 2025 | Nicholas D Klein | Common Stock | A | 349 | $23.00 | 7,375 | D | M |
| 31 Oct, 2025 | Rachel G Bitner | Common Stock | A | 402 | $23.00 | 10,406 | D | M |
| 31 Oct, 2025 | Nicholas D Klein | Common Stock | A | 349 | $23.00 | 7,375 | D | M |
| 31 Oct, 2025 | Cindy L. Cake | Common Stock | A | 403 | $23.00 | 1,707 | D | M |
| 31 Oct, 2025 | Jeffrey Stauffer | Common Stock | A | 859 | $23.00 | 19,984 | D | M |
| 31 Oct, 2025 | Jeffrey Stauffer | Common Stock | A | 859 | $23.00 | 19,984 | D | M |
| 31 Oct, 2025 | Jeffrey Stauffer | Common Stock | A | 859 | $23.00 | 19,984 | D | M |
| 31 Oct, 2025 | Jeffrey Stauffer | Restricted Stock Unit | D | 859 | $0.00 | 0 | D | M |
| 31 Oct, 2025 | Jeffrey Stauffer | Restricted Stock Unit | D | 859 | $0.00 | 0 | D | M |
| 31 Oct, 2025 | Rachel G Bitner | Restricted Stock Unit | D | 402 | $0.00 | 0 | D | M |
| 31 Oct, 2025 | Nicholas D Klein | Restricted Stock Unit | D | 349 | $0.00 | 0 | D | M |
| 31 Oct, 2025 | Jeffrey Stauffer | Restricted Stock Unit | D | 859 | $0.00 | 0 | D | M |
| 31 Oct, 2025 | Nicholas D Klein | Restricted Stock Unit | D | 349 | $0.00 | 0 | D | M |