| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Chad E Neiss | Chief Strategy Officer | 21,466 | 0 | 09 Jul, 2024 |
| Jeffrey Stauffer | Chairman, President, And Ceo | 19,984 | 0 | 04 Nov, 2025 |
| Susan Y Nicholas | - | 16,391 | 0 | 14 Jan, 2025 |
| Mark C Wagner | - | 16,322 | 0 | 14 Jan, 2025 |
| Chad E Neiss | Chief Strategy Officer | 15,545 | 0 | 18 Apr, 2023 |
| Brian K Reed | - | 10,551 | 0 | 14 Jan, 2025 |
| Rachel G Bitner | Chief Financial Officer | 10,406 | 0 | 04 Nov, 2025 |
| Judith A Weaver | - | 8,780 | 0 | 14 Jan, 2025 |
| Joshua E. Hoffman | - | 8,214 | 0 | 21 Jul, 2023 |
| Jeffrey Stauffer | President, Chairman, And Ceo | 7,809 | 0 | 24 Aug, 2022 |
| Nicholas D Klein | Chief Risk Officer | 7,375 | 0 | 04 Nov, 2025 |
| Joshua E. Hoffman | - | 7,014 | 0 | 09 Sep, 2022 |
| Joshua E. Hoffman | - | 6,614 | 0 | 09 Sep, 2022 |
| William J Iv Kitsch | Chief Revenue Officer | 6,457 | 0 | 13 Jan, 2025 |
| Adrienne Lea Miller | General Counsel | 5,761 | 0 | 03 Nov, 2025 |
| Joshua E. Hoffman | - | 5,014 | 0 | 27 Aug, 2021 |
| Roger L Zimmerman | - | 4,564 | 0 | 15 Nov, 2025 |
| Jay S Martin | - | 3,765 | 0 | 13 Jan, 2025 |
| Jay S Martin | - | 3,500 | 0 | 16 Aug, 2022 |
| J Daniel Stoltzfus | - | 2,812 | 0 | 14 Jan, 2025 |
| Roger L Zimmerman | - | 2,610 | 0 | 03 May, 2023 |
| Roger L Zimmerman | - | 1,100 | 0 | 18 Aug, 2022 |
| Joselyn D Strohm | Chief Operating Officer | 1,015 | 0 | 06 Jun, 2025 |
| Jennifer Halligan | Controller | 765 | 0 | 13 Jan, 2025 |
| Cindy L. Cake | Chief Human Resources Officer | 61 | 0 | 29 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 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 |
| 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 | Rachel G Bitner | Common Stock | A | 402 | $23.00 | 10,406 | D | M |
| 31 Oct, 2025 | Rachel G Bitner | Restricted Stock Unit | D | 402 | $0.00 | 0 | D | M |
| 31 Oct, 2025 | Cindy L. Cake | Restricted Stock Unit | D | 403 | $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 |
| 30 Oct, 2025 | Nicholas D Klein | Common Stock | D | 348 | $22.45 | 7,026 | D | S |
| 31 Oct, 2025 | Adrienne Lea Miller | Common Stock | A | 253 | $23.00 | 5,761 | D | M |
| 31 Oct, 2025 | Adrienne Lea Miller | Restricted Stock Unit | D | 253 | $0.00 | 0 | D | M |
| 05 Jun, 2025 | Joselyn D Strohm | Common Stock | A | 480 | $16.50 | 1,015 | D | M |
| 05 Jun, 2025 | Joselyn D Strohm | Restricted Stock Unit | D | 480 | $0.00 | 479 | D | M |
| 31 Jan, 2025 | Nicholas D Klein | Common Stock | D | 500 | $17.54 | 6,651 | D | S |
| 31 Dec, 2024 | Joselyn D Strohm | Common Stock | A | 4 | $17.45 | 487 | D | I |
| 31 Dec, 2024 | Jeffrey Stauffer | Common Stock | A | 18 | $17.45 | 17,113 | D | I |