| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Kent A Steinwert | President/Ceo | 0 | 22,108 | 18 Dec, 2025 |
| Kent A Steinwert | President/Ceo | 0 | 20,300 | 05 Dec, 2025 |
| Kent A Steinwert | President/Ceo | 7,446 | 0 | 04 Feb, 2026 |
| J. Ryan Misasi | Executive Vice President | 0 | 5,157 | 15 Dec, 2023 |
| Deborah E Skinner | Executive Vice President | 0 | 4,727 | 15 Jun, 2023 |
| Deborah E Skinner | Executive Vice President | 0 | 4,637 | 16 Sep, 2022 |
| Deborah E Skinner | - | 0 | 4,127 | 24 Apr, 2025 |
| Kenneth W Smith | Executive Vice President | 3,641 | 0 | 31 Dec, 2021 |
| Jay J Colombini | Executive Vice President | 0 | 3,365 | 15 Jun, 2023 |
| Jay J Colombini | Executive Vice President | 0 | 3,285 | 16 Sep, 2022 |
| J. Ryan Misasi | Executive Vice President | 0 | 2,935 | 18 Dec, 2025 |
| J. Ryan Misasi | Executive Vice President | 0 | 2,887 | 27 Nov, 2024 |
| J. Ryan Misasi | Executive Vice President | 0 | 2,885 | 05 Dec, 2025 |
| J. Ryan Misasi | Executive Vice President | 0 | 2,829 | 13 Jun, 2024 |
| J. Ryan Misasi | Executive Vice President | 0 | 2,729 | 15 Mar, 2024 |
| David Zitterow | Executive Vice President | 2,422 | 0 | 04 Feb, 2026 |
| J. Ryan Misasi | Executive Vice President | 0 | 2,264 | 23 Jun, 2022 |
| Jay J Colombini | Executive Vice President | 2,013 | 0 | 29 Dec, 2021 |
| J. Ryan Misasi | Executive Vice President | 1,958 | 0 | 04 Feb, 2026 |
| Deborah E Skinner | - | 0 | 1,827 | 05 Dec, 2025 |
| Calvin J Suess | - | 1,800 | 0 | 30 Sep, 2024 |
| Edward Jr Corum | - | 0 | 1,631 | 16 Sep, 2022 |
| Calvin J Suess | - | 0 | 1,595 | 23 Jun, 2022 |
| David Zitterow | Executive Vice President | 0 | 1,520 | 27 Nov, 2024 |
| David Zitterow | Executive Vice President | 0 | 1,422 | 13 Jun, 2024 |
| Kevin Sanguinetti | - | 0 | 1,397 | 16 Sep, 2022 |
| David Zitterow | Executive Vice President | 0 | 1,239 | 15 Dec, 2023 |
| Kevin Sanguinetti | - | 1,088 | 0 | 17 Feb, 2026 |
| Gary J. Long | - | 0 | 1,037 | 23 Jun, 2022 |
| Edward Jr Corum | - | 0 | 986 | 18 Dec, 2025 |
| David Zitterow | Executive Vice President | 0 | 973 | 16 Sep, 2022 |
| Edward Jr Corum | - | 0 | 940 | 05 Dec, 2025 |
| John W Weubbe | Executive Vice President | 0 | 901 | 13 Jun, 2024 |
| Gary J. Long | - | 843 | 0 | 29 Dec, 2021 |
| John W Weubbe | Executive Vice President | 0 | 811 | 15 Mar, 2024 |
| Kevin Sanguinetti | - | 0 | 805 | 05 Dec, 2025 |
| Kevin Sanguinetti | - | 0 | 727 | 05 Nov, 2025 |
| Gary J. Long | - | 0 | 724 | 18 Dec, 2025 |
| Gary J. Long | - | 0 | 724 | 05 Dec, 2025 |
| John W Weubbe | Executive Vice President | 0 | 718 | 15 Dec, 2023 |
| John W Weubbe | Executive Vice President | 630 | 0 | 04 Feb, 2026 |
| John W Weubbe | Executive Vice President | 0 | 625 | 05 Dec, 2025 |
| John W Weubbe | Executive Vice President | 0 | 625 | 10 Dec, 2025 |
| Edward Jr Corum | - | 561 | 0 | 29 Dec, 2021 |
| Steven K. Green | - | 0 | 558 | 23 Jun, 2022 |
| Steven K. Green | - | 0 | 547 | 18 Dec, 2025 |
| Terrence A Young | - | 0 | 454 | 23 Jun, 2022 |
| Craig W. James | - | 0 | 389 | 16 Sep, 2022 |
| Thomas A Bennett | Executive Vice President | 372 | 0 | 16 Mar, 2026 |
| Steven K. Green | - | 0 | 362 | 05 Dec, 2025 |
| Craig W. James | - | 0 | 322 | 05 Dec, 2025 |
| Kyle Koelbel | Executive Vice President | 0 | 241 | 15 Dec, 2023 |
| Steven K. Green | - | 185 | 0 | 29 Dec, 2021 |
| Stephen W Haley | Exec Vice President | 0 | 169 | 17 Jan, 2023 |
| Terrence A Young | - | 114 | 0 | 29 Dec, 2021 |
| Deborah E Skinner | Executive Vice President | 112 | 0 | 29 Dec, 2021 |
| Kyle Koelbel | Executive Vice President | 0 | 107 | 15 Jun, 2023 |
| Craig W. James | - | 83 | 0 | 10 Aug, 2023 |
| Thomas A Bennett | Executive Vice President | 0 | 53 | 27 Nov, 2024 |
| Kevin Sanguinetti | - | 0 | 10 | 23 Jun, 2022 |
* 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 | Thomas A Bennett | Common Stock | D | 70 | $1,139.23 | 372 | D | D |
| 17 Feb, 2026 | Kevin Sanguinetti | Common Stock | A | 136 | $0.00 | 1,088 | D | A |
| 04 Feb, 2026 | Thomas A Bennett | Common Stock | D | 95 | $1,160.00 | 442 | D | F |
| 04 Feb, 2026 | Kent A Steinwert | Common Stock | D | 2,344 | $1,160.00 | 7,446 | D | F |
| 04 Feb, 2026 | John W Weubbe | Common Stock | D | 144 | $1,160.00 | 630 | D | F |
| 04 Feb, 2026 | J. Ryan Misasi | Common Stock | D | 464 | $1,160.00 | 1,958 | D | F |
| 04 Feb, 2026 | David Zitterow | Common Stock | D | 162 | $1,160.00 | 2,422 | D | F |
| 09 Dec, 2025 | Kent A Steinwert | Common Stock | D | 400 | $0.00 | 9,790 | D | A |
| 10 Dec, 2025 | Steven K. Green | Common stock | D | 362 | $0.00 | 547 | I | G |
| 14 Oct, 2025 | David Zitterow | Common Stock | A | 192 | $0.00 | 2,584 | D | A |
| 10 Dec, 2025 | Kent A Steinwert | Common Stock | D | 2,937 | $0.00 | 3,108 | I | G |
| 10 Dec, 2025 | Gary J. Long | Common Stock | D | 724 | $0.00 | 724 | I | G |
| 10 Dec, 2025 | Kent A Steinwert | Common Stock | D | 17,363 | $0.00 | 19,000 | I | G |
| 10 Dec, 2025 | Edward Jr Corum | Common Stock | D | 940 | $0.00 | 986 | I | G |
| 10 Dec, 2025 | J. Ryan Misasi | Common Stock | D | 2,885 | $0.00 | 2,935 | I | G |
| 10 Dec, 2025 | John W Weubbe | Common Stock | D | 625 | $0.00 | 625 | I | G |
| 05 Dec, 2025 | Kent A Steinwert | Common Stock | D | 9,425 | $1,041.24 | 20,300 | I | D |
| 05 Dec, 2025 | Deborah E Skinner | Common Stock | D | 2,300 | $1,041.24 | 1,827 | I | D |
| 05 Dec, 2025 | John W Weubbe | Common Stock | D | 276 | $1,041.24 | 625 | I | D |
| 05 Dec, 2025 | Steven K. Green | Common Stock | D | 196 | $1,041.24 | 362 | I | D |