| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David L Copeland | - | 0 | 241,336 | 11 Jan, 2023 |
| Gary Gragg | Executive Vice President | 120,202 | 0 | 29 Oct, 2021 |
| F Scott Dueser | Chairman And Ceo | 0 | 502,507 | 17 Dec, 2025 |
| Johnny Trotter | - | 956,444 | 0 | 13 Mar, 2026 |
| Kade Matthews | - | 17,735 | 0 | 01 May, 2025 |
| Eli Jones | - | 9,382 | 0 | 01 May, 2025 |
| Murray Hamilton Edwards | - | 201,985 | 0 | 01 May, 2025 |
| Ronald David Ii Butler | Cao | 170,952 | 0 | 17 Mar, 2026 |
| Ivan Tim Lancaster | - | 39,657 | 0 | 01 May, 2025 |
| Michelle S Hickox | Evp/Cfo | 0 | 14,600 | 11 Mar, 2026 |
| April Kaye Bullock Anthony | - | 95,441 | 0 | 25 Apr, 2024 |
| Randall Allen Roewe | Chief Risk Officer | 33,315 | 0 | 17 Mar, 2026 |
| Kirk W Thaxton | Trust Company Ceo | 96,724 | 0 | 20 Mar, 2024 |
| T. Luke Longhofer | Evp Chief Credit Officer | 40,970 | 0 | 17 Mar, 2026 |
| J. Kyle Mcvey | Evp, Cfo Bank | 27,685 | 0 | 17 Mar, 2026 |
| John James Jr Ruzicka | Evp, Chief Banking Ops Officer | 11,986 | 0 | 17 Mar, 2026 |
| Michael B. Denny | - | 0 | 108,708 | 13 Jun, 2025 |
| Robert Clark Jr Nickles | - | 0 | 96,960 | 03 Feb, 2026 |
| Vianei Lopez Braun | - | 12,617 | 0 | 01 May, 2025 |
| David William Bailey | Ceo And President | 20,872 | 0 | 17 Mar, 2026 |
| Sally Pope Davis | - | 10,371 | 0 | 09 Mar, 2026 |
| Brian D. Goodrich | Evp General Counsel | 5,831 | 0 | 09 Mar, 2026 |
| Lon A. Biebighauser | Trust Company President | 10,523 | 0 | 18 Aug, 2025 |
| Blake Matthew Poutra | - | 11,278 | 0 | 20 May, 2025 |
| Geoff Haney | - | 33,646 | 0 | 13 Mar, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Michelle S Hickox | Common Stock | A | 6,094 | - | 17,955 | D | A |
| 13 Mar, 2026 | J. Kyle Mcvey | Common Stock | A | 2,200 | - | 28,221 | D | A |
| 13 Mar, 2026 | T. Luke Longhofer | Common Stock | A | 3,216 | - | 44,186 | D | A |
| 13 Mar, 2026 | John James Jr Ruzicka | Common Stock | A | 2,370 | - | 14,356 | D | A |
| 13 Mar, 2026 | John James Jr Ruzicka | Common Stock | A | 2,370 | - | 14,356 | D | A |
| 13 Mar, 2026 | David William Bailey | Common Stock | A | 2,878 | - | 23,750 | D | A |
| 13 Mar, 2026 | Ronald David Ii Butler | Common Stock | A | 6,094 | - | 177,046 | D | A |
| 13 Mar, 2026 | Randall Allen Roewe | Common Stock | A | 2,539 | - | 35,854 | D | A |
| 13 Mar, 2026 | T. Luke Longhofer | Common Stock | A | 3,216 | - | 44,186 | D | A |
| 13 Mar, 2026 | J. Kyle Mcvey | Common Stock | A | 2,200 | - | 28,221 | D | A |
| 13 Mar, 2026 | Randall Allen Roewe | Common Stock | A | 2,539 | - | 35,854 | D | A |
| 13 Mar, 2026 | John James Jr Ruzicka | Common Stock | D | 2,370 | - | 11,986 | D | D |
| 13 Mar, 2026 | David William Bailey | Common Stock | D | 2,878 | - | 20,872 | D | D |
| 13 Mar, 2026 | T. Luke Longhofer | Common Stock | D | 3,216 | - | 40,970 | D | D |
| 13 Mar, 2026 | J. Kyle Mcvey | Common Stock | D | 536 | $29.56 | 27,685 | D | F |
| 13 Mar, 2026 | Randall Allen Roewe | Common Stock | D | 2,539 | - | 33,315 | D | D |
| 13 Mar, 2026 | Michelle S Hickox | Common Stock | D | 6,094 | - | 11,861 | D | D |
| 13 Mar, 2026 | J. Kyle Mcvey | Common Stock | D | 536 | $29.56 | 27,685 | D | F |
| 13 Mar, 2026 | Randall Allen Roewe | Common Stock | D | 2,539 | - | 33,315 | D | D |
| 13 Mar, 2026 | T. Luke Longhofer | Common Stock | D | 3,216 | - | 40,970 | D | D |