| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark C Schulze | - | 612,829 | 0 | 13 Feb, 2023 |
| Louise A Walker | President/Ceo/Director | 202,426 | 0 | 17 Feb, 2026 |
| Louise A Walker | President/Ceo/Director | 172,842 | 0 | 27 Dec, 2022 |
| Jeremiah Zachary Smith | President/Ceo/Director | 153,836 | 0 | 26 Feb, 2026 |
| Greg Dupratt | - | 115,377 | 0 | 08 Dec, 2023 |
| Jeffrey A Adamski | Evp/Senior Loan Officer | 99,951 | 0 | 24 Feb, 2025 |
| Jeffrey A Adamski | Evp/Senior Loan Officer | 72,249 | 0 | 27 Feb, 2023 |
| Jeremiah Zachary Smith | President/Ceo | 71,296 | 0 | 27 Feb, 2023 |
| Richard M Martinez | - | 67,352 | 0 | 13 Aug, 2024 |
| T Joe Danelson | Evp/Chief Credit Officer | 66,449 | 0 | 16 Feb, 2024 |
| Richard M Martinez | - | 0 | 65,269 | 06 Aug, 2021 |
| Kevin Spink | Evp/Chief Financial Officer | 52,785 | 0 | 19 Feb, 2026 |
| Kimberly A Debra | Evp/Chief Communications Ofcr | 41,684 | 0 | 09 Aug, 2023 |
| Kimberly A Debra | Evp/Corpcommuni,Sales Mktg | 41,160 | 0 | 27 Feb, 2023 |
| T Joe Danelson | Evp/Chief Credit Officer | 41,127 | 0 | 27 Feb, 2023 |
| Denise Burris | Evp/Chief Information Officer | 36,224 | 0 | 16 Feb, 2024 |
| Kevin Spink | Evp/Cfo | 29,508 | 0 | 27 Feb, 2023 |
| Denise Burris | Evp/Chief Information Officer | 26,998 | 0 | 27 Feb, 2023 |
| Brett Hamilton | Evp/Chief Credit Officer | 17,993 | 0 | 19 Feb, 2026 |
| Barbara A Hayes | - | 12,273 | 0 | 19 Feb, 2026 |
| Duane Swizer | Evp/Chief Information Officer | 8,139 | 0 | 19 Feb, 2026 |
| Charles Cochran | Evp/Chief Cmrcl Banking Oficer | 7,500 | 0 | 19 Feb, 2026 |
| Patrick R Brady | - | 7,213 | 0 | 17 May, 2023 |
| Sean P Quinn | - | 5,472 | 0 | 10 Aug, 2021 |
| Brett Hamilton | Evp/Chief Credit Officer | 4,470 | 0 | 05 Apr, 2024 |
| Jean-Luc Servat | - | 3,463 | 0 | 19 Feb, 2026 |
| Richard Bedoya | - | 2,907 | 0 | 12 Feb, 2026 |
| Daniel F Ramos | - | 350 | 0 | 16 Feb, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Feb, 2026 | Jeremiah Zachary Smith | Common Stock | A | 13,319 | $13.64 | 153,836 | D | A |
| 25 Feb, 2026 | Jeremiah Zachary Smith | Common Stock | A | 13,319 | $14.64 | 153,836 | D | A |
| 18 Feb, 2026 | Duane Swizer | Common Stock | A | 6,000 | $14.70 | 8,139 | D | A |
| 18 Feb, 2026 | Charles Cochran | Common Stock | A | 2,500 | $14.70 | 7,500 | D | A |
| 18 Feb, 2026 | Kevin Spink | Common Stock | A | 7,000 | $14.70 | 52,785 | D | A |
| 18 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 200 | $14.55 | 2,200 | D | P |
| 18 Feb, 2026 | Barbara A Hayes | Common Stock | A | 171 | $14.70 | 12,273 | D | P |
| 18 Feb, 2026 | Brett Hamilton | Common Stock | A | 7,000 | $14.70 | 17,993 | D | A |
| 18 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 300 | $14.62 | 2,500 | D | P |
| 18 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 400 | $14.65 | 2,900 | D | P |
| 19 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 213 | $14.50 | 3,113 | D | P |
| 19 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 250 | $14.50 | 3,363 | D | P |
| 19 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 100 | $14.60 | 3,463 | D | P |
| 12 Feb, 2026 | Louise A Walker | Common Stock | D | 8,046 | $14.59 | 202,426 | D | F |
| 12 Feb, 2026 | Louise A Walker | Common Stock | A | 22,841 | $5.14 | 202,426 | D | M |
| 12 Feb, 2026 | Louise A Walker | Employee Stock Option (right to purchase) | A | 22,841 | $5.14 | 0 | D | M |
| 11 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 119 | $14.33 | 119 | D | P |
| 10 Feb, 2026 | Jeremiah Zachary Smith | Common Stock | D | 5,897 | $14.34 | 140,517 | D | F |
| 11 Feb, 2026 | Richard Bedoya | Common Stock | A | 893 | $14.49 | 2,907 | D | P |
| 10 Feb, 2026 | Jeremiah Zachary Smith | Common Stock | A | 16,454 | $5.14 | 140,517 | D | M |