| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Greg Dupratt | - | 115,377 | 0 | 08 Dec, 2023 |
| Louise A Walker | President/Ceo/Director | 202,426 | 0 | 17 Feb, 2026 |
| T Joe Danelson | Evp/Chief Credit Officer | 66,449 | 0 | 16 Feb, 2024 |
| Jeremiah Zachary Smith | President/Ceo/Director | 153,836 | 0 | 26 Feb, 2026 |
| Jeffrey A Adamski | Evp/Senior Loan Officer | 99,951 | 0 | 24 Feb, 2025 |
| Kimberly A Debra | Evp/Chief Communications Ofcr | 41,684 | 0 | 09 Aug, 2023 |
| Richard M Martinez | - | 67,352 | 0 | 13 Aug, 2024 |
| Patrick R Brady | - | 7,213 | 0 | 17 May, 2023 |
| Barbara A Hayes | - | 12,273 | 0 | 19 Feb, 2026 |
| Sean P Quinn | - | 5,472 | 0 | 10 Aug, 2021 |
| Mark C Schulze | - | 612,829 | 0 | 13 Feb, 2023 |
| Kevin Spink | Evp/Chief Financial Officer | 52,785 | 0 | 19 Feb, 2026 |
| Denise Burris | Evp/Chief Information Officer | 36,224 | 0 | 16 Feb, 2024 |
| Daniel F Ramos | - | 350 | 0 | 16 Feb, 2024 |
| Brett Hamilton | Evp/Chief Credit Officer | 17,993 | 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 |
| Richard Bedoya | - | 2,907 | 0 | 12 Feb, 2026 |
| Jean-Luc Servat | - | 3,463 | 0 | 19 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Feb, 2026 | Jeremiah Zachary Smith | Common Stock | A | 13,319 | $14.64 | 153,836 | D | A |
| 25 Feb, 2026 | Jeremiah Zachary Smith | Common Stock | A | 13,319 | $14.64 | 153,836 | D | A |
| 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 |
| 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 | $13.64 | 153,836 | D | A |
| 18 Feb, 2026 | Duane Swizer | Common Stock | A | 6,000 | $14.70 | 8,139 | D | A |
| 18 Feb, 2026 | Barbara A Hayes | Common Stock | A | 171 | $14.70 | 12,273 | D | P |
| 18 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 200 | $14.55 | 2,200 | D | P |
| 18 Feb, 2026 | Brett Hamilton | Common Stock | A | 7,000 | $14.70 | 17,993 | D | A |
| 18 Feb, 2026 | Brett Hamilton | Common Stock | A | 7,000 | $14.70 | 17,993 | D | A |
| 18 Feb, 2026 | Duane Swizer | Common Stock | A | 6,000 | $14.70 | 8,139 | D | A |
| 18 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 200 | $14.55 | 2,200 | D | P |
| 18 Feb, 2026 | Brett Hamilton | Common Stock | A | 7,000 | $14.70 | 17,993 | D | A |
| 18 Feb, 2026 | Kevin Spink | Common Stock | A | 7,000 | $14.70 | 52,785 | D | A |
| 18 Feb, 2026 | Kevin Spink | Common Stock | A | 7,000 | $14.70 | 52,785 | D | A |
| 18 Feb, 2026 | Barbara A Hayes | Common Stock | A | 171 | $14.70 | 12,273 | D | P |
| 18 Feb, 2026 | Jean-Luc Servat | Common Stock | A | 200 | $14.55 | 2,200 | D | P |
| 18 Feb, 2026 | Kevin Spink | Common Stock | A | 7,000 | $14.70 | 52,785 | D | A |
| 18 Feb, 2026 | Barbara A Hayes | Common Stock | A | 171 | $14.70 | 12,273 | D | P |