| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Dana D. Behar | - | 140,219 | 0 | 09 Mar, 2026 |
| Matthew Deines | President / Ceo | 117,262 | 0 | 05 Jun, 2025 |
| Curt Queyrouze | President / Ceo | 54,770 | 0 | 09 Feb, 2026 |
| Cindy H. Finnie | - | 41,881 | 0 | 09 Mar, 2026 |
| Norman J. Jr. Tonina | - | 40,847 | 0 | 11 Mar, 2025 |
| Jennifer Zaccardo | - | 38,364 | 0 | 08 Mar, 2024 |
| Christopher J Riffle | Evp, Coo And Cdo | 37,437 | 0 | 11 Mar, 2025 |
| Geraldine L. Bullard | Interim Ceo | 35,851 | 0 | 15 Jul, 2025 |
| Craig Alan Curtis | - | 29,807 | 0 | 08 Mar, 2024 |
| Stephen E. Oliver | - | 27,642 | 0 | 07 Mar, 2023 |
| David Arthur Blake | - | 27,450 | 0 | 08 Jul, 2021 |
| Terry A Anderson | Evp, Chief Credit Officer | 21,435 | 0 | 08 Mar, 2024 |
| Kelly A. Liske | Evp, Chief Banking Officer | 20,772 | 0 | 01 Jul, 2022 |
| Kyle David Henderson | Evp, Chief Credit Officer | 20,259 | 0 | 10 Mar, 2026 |
| Derek J Brown | Evp, Chief Hr/Marketing Off. | 19,724 | 0 | 08 Nov, 2024 |
| Christopher Wade Neros | Evp, Chief Banking Officer | 15,115 | 0 | 09 May, 2025 |
| Sean Patrick Brennan | - | 15,106 | 0 | 10 Mar, 2026 |
| David Benjamin Edelstein | Evp, Chief Innovation Officer | 15,059 | 0 | 10 Mar, 2026 |
| Sherilyn G Anderson | - | 15,044 | 0 | 09 Mar, 2026 |
| Lynn Terwoerds | - | 13,594 | 0 | 09 Mar, 2026 |
| Matthew Deines | President / Ceo | 0 | 13,462 | 02 Aug, 2024 |
| Phyllis Rose Nomura | Evp, Chief Financial Officer | 12,607 | 0 | 10 Mar, 2026 |
| Gabriel Steven Galanda | - | 12,566 | 0 | 09 Mar, 2026 |
| Johanna A Bartee | - | 9,608 | 0 | 09 Mar, 2026 |
| Diane C. Davis | - | 9,575 | 0 | 09 Mar, 2026 |
| Randy T. Riffle | Evp/Chief Lending Officer | 9,299 | 0 | 09 Dec, 2021 |
| Allison Rebecca Mahaney | Chief Legal Officer | 6,053 | 0 | 10 Mar, 2026 |
| Matthew Deines | President / Ceo | 0 | 4,107 | 05 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 07 Mar, 2026 | Sean Patrick Brennan | Common Stock | A | 2,533 | $9.18 | 15,106 | D | A |
| 07 Mar, 2026 | Kyle David Henderson | Common Stock | A | 4,153 | $9.18 | 20,259 | D | A |
| 07 Mar, 2026 | Allison Rebecca Mahaney | Common Stock | A | 871 | $9.18 | 6,053 | D | A |
| 07 Mar, 2026 | Phyllis Rose Nomura | Common Stock | A | 3,115 | $9.18 | 12,607 | D | A |
| 07 Mar, 2026 | David Benjamin Edelstein | Common Stock | A | 4,698 | $9.18 | 15,452 | D | A |
| 07 Mar, 2026 | David Benjamin Edelstein | Common Stock | D | 393 | $9.18 | 15,059 | D | D |
| 07 Mar, 2026 | Gabriel Steven Galanda | Common Stock | A | 2,533 | $9.18 | 12,566 | D | A |
| 07 Mar, 2026 | Dana D. Behar | Common Stock | A | 2,533 | $9.18 | 140,219 | D | A |
| 07 Mar, 2026 | Sherilyn G Anderson | Common Stock | A | 2,533 | $9.18 | 15,044 | D | A |
| 07 Mar, 2026 | Lynn Terwoerds | Common Stock | A | 2,533 | $9.18 | 13,594 | D | A |
| 07 Mar, 2026 | Johanna A Bartee | Common Stock | A | 2,533 | $9.18 | 9,608 | D | A |
| 07 Mar, 2026 | Diane C. Davis | Common Stock | A | 2,533 | $9.18 | 9,575 | D | A |
| 07 Mar, 2026 | Cindy H. Finnie | Common Stock | A | 2,533 | $9.18 | 41,881 | D | A |
| 06 Feb, 2026 | Curt Queyrouze | Common Stock | A | 4,770 | $10.41 | 54,770 | D | P |
| 07 Jan, 2026 | Phyllis Rose Nomura | Common Stock | D | 508 | $9.41 | 9,492 | D | F |
| 07 Nov, 2025 | Allison Rebecca Mahaney | Common Stock | A | 5,000 | $9.08 | 5,182 | D | A |
| 30 Sep, 2025 | Curt Queyrouze | Common Stock | A | 50,000 | $7.87 | 50,000 | D | A |
| 08 Sep, 2025 | Kyle David Henderson | Common Stock | D | 165 | $7.06 | 16,106 | D | F |
| 08 Sep, 2025 | Diane C. Davis | Common Stock | A | 7,042 | $7.10 | 7,042 | D | A |
| 28 Jul, 2025 | Kyle David Henderson | Common Stock | A | 3,000 | $7.74 | 16,271 | D | P |