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