| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Dennis J Jr Zember | President/Ceo | 270,981 | 0 | 06 Mar, 2026 |
| Matthew Alan Switzer | Evp, Cfo | 101,445 | 0 | 06 Mar, 2026 |
| John Fitzgerald Biagas | - | 91,944 | 0 | 13 Mar, 2026 |
| Marie Taylor Leibson | Evp, Chief Credit Officer | 68,848 | 0 | 09 Mar, 2026 |
| Charles A Kabbash | - | 65,000 | 0 | 16 Dec, 2024 |
| Robert Yates Clagett | - | 50,834 | 0 | 13 Nov, 2025 |
| William Rand Cook | - | 46,203 | 0 | 11 Feb, 2026 |
| F L Iii Garrett | - | 45,240 | 0 | 07 Aug, 2025 |
| Eric Alan Johnson | - | 39,980 | 0 | 12 Nov, 2025 |
| Clinton Tyler Stafford | Pres Panacea Financial | 21,882 | 0 | 08 Jun, 2023 |
| Deborah Diaz | - | 21,122 | 0 | 12 Mar, 2026 |
| Rickey Allen Fulk | Evp, President | 18,074 | 0 | 06 Mar, 2026 |
| Stephen B Weber | Evp, Chief Strategy Officer | 15,750 | 0 | 02 Sep, 2021 |
| Cheryl Wood | Evp, Chief Admin Officer | 15,441 | 0 | 06 Mar, 2026 |
| Ann-Stanton C Gore | Evp, Chief Marketing Officer | 13,840 | 0 | 06 Mar, 2026 |
| Bruce Todd Brockwell | Evp, Head Of Commercial | 10,757 | 0 | 31 Mar, 2022 |
| W. Bruce Jennings | - | 10,650 | 0 | 04 Feb, 2022 |
| Allen R Jr. Jones | - | 9,964 | 0 | 15 Mar, 2023 |
| Charles A Kabbash | - | 0 | 8,699 | 21 Jun, 2022 |
| Susan B Williamson | Evp, Director Of Reg Relations | 8,397 | 0 | 07 Feb, 2025 |
| Jr John Colantoni | Evp, Chief Risk Officer | 4,254 | 0 | 10 Mar, 2022 |
| Barry P Almond | Evp, Chief Retail Officer | 4,196 | 0 | 15 Mar, 2023 |
| Jeffrey L Karafa | Chief Accounting Officer | 3,275 | 0 | 25 Oct, 2022 |
| Clinton Tyler Stafford | Pres Panacea Financial | 0 | 1,430 | 29 Nov, 2021 |
| Keith Avant | Evp, Chief Credit Officer | 702 | 0 | 16 Jul, 2021 |
| John M Iii Eggemeyer | - | 413 | 0 | 06 Aug, 2021 |
| Charles A Kabbash | - | 0 | 372 | 14 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | John Fitzgerald Biagas | Common Stock | A | 1,925 | $12.80 | 91,944 | D | P |
| 06 Mar, 2026 | Deborah Diaz | Common Stock | A | 1,050 | $12.77 | 21,122 | D | P |
| 11 Mar, 2026 | John Fitzgerald Biagas | Common Stock | A | 1,550 | $12.75 | 90,019 | D | P |
| 09 Mar, 2026 | Marie Taylor Leibson | Common Stock | A | 5,500 | $11.99 | 68,848 | D | M |
| 09 Mar, 2026 | Marie Taylor Leibson | Employee Stock Option (right to buy) | D | 5,500 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Dennis J Jr Zember | Common Stock | A | 50,964 | $0.00 | 270,981 | D | M |
| 05 Mar, 2026 | Cheryl Wood | Common Stock | A | 3,469 | $0.00 | 15,441 | D | M |
| 05 Mar, 2026 | Matthew Alan Switzer | Common Stock | A | 5,219 | $0.00 | 101,445 | D | M |
| 05 Mar, 2026 | Ann-Stanton C Gore | Common Stock | A | 1,969 | $0.00 | 13,840 | D | M |
| 05 Mar, 2026 | Marie Taylor Leibson | Common Stock | A | 3,469 | $0.00 | 63,348 | D | M |
| 05 Mar, 2026 | Rickey Allen Fulk | Common Stock | A | 2,297 | $0.00 | 18,074 | D | M |
| 05 Mar, 2026 | Matthew Alan Switzer | Performance-Based Restricted Stock Units | D | 3,250 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Rickey Allen Fulk | Performance-Based Restricted Stock Units | D | 2,297 | $0.00 | 9,953 | D | M |
| 05 Mar, 2026 | Dennis J Jr Zember | Performance-Based Restricted Stock Units | D | 42,105 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Ann-Stanton C Gore | Performance-Based Restricted Stock Units | D | 1,969 | $0.00 | 8,531 | D | M |
| 05 Mar, 2026 | Cheryl Wood | Performance-Based Restricted Stock Units | D | 1,500 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Matthew Alan Switzer | Performance-Based Restricted Stok Units | D | 1,969 | $0.00 | 8,531 | D | M |
| 05 Mar, 2026 | Dennis J Jr Zember | Performance-Based Restricted Stock Units | D | 8,859 | $0.00 | 38,391 | D | M |
| 05 Mar, 2026 | Marie Taylor Leibson | Performance-Based Restrictd Stock Units | D | 1,500 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Cheryl Wood | Performance-Based Restricted Stock Units | D | 1,969 | $0.00 | 8,531 | D | M |