| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Larry Eugene Allbaugh | - | 0 | 1,650,472 | 15 Jun, 2022 |
| Larry Eugene Allbaugh | - | 0 | 1,010,778 | 01 Apr, 2024 |
| Larry Eugene Allbaugh | - | 0 | 501,719 | 02 Feb, 2026 |
| Larry Eugene Allbaugh | - | 0 | 476,886 | 03 Feb, 2023 |
| James Eugene Beckwith | President Ceo | 0 | 473,014 | 11 Mar, 2026 |
| Larry Eugene Allbaugh | - | 0 | 411,572 | 18 May, 2022 |
| David John Lucchetti | - | 0 | 309,200 | 26 Oct, 2023 |
| Michael D Campbell | - | 0 | 278,599 | 20 May, 2022 |
| Philip Mark Joffe | - | 277,775 | 0 | 20 Dec, 2021 |
| Robert Truxtun Perry-Smith | - | 0 | 227,535 | 02 Feb, 2026 |
| David Frank Nickum | - | 0 | 179,876 | 02 Feb, 2026 |
| Kevin Francis Ramos | - | 0 | 171,864 | 02 Feb, 2026 |
| Robert Truxtun Perry-Smith | - | 128,337 | 0 | 07 Mar, 2022 |
| Judson Teichert Riggs | - | 0 | 85,258 | 02 Feb, 2026 |
| Shannon Deary-Bell | - | 0 | 79,562 | 02 Feb, 2026 |
| Michael Eugene Lee | Svp Chief Regulatory Officer | 0 | 35,272 | 23 Feb, 2026 |
| Michael Anthony Rizzo | Evp Chief Banking Officer | 0 | 33,369 | 02 May, 2025 |
| John William Dalton | Svp Chief Credit Officer | 31,757 | 0 | 02 May, 2025 |
| Heather Christina Luck | Evp Chief Financial Officer | 27,661 | 0 | 02 May, 2025 |
| Shelley Ronan Wetton | Svp Chief Marketing Officer | 23,806 | 0 | 11 Jul, 2025 |
| Randall E Reynoso | - | 22,870 | 0 | 02 Feb, 2026 |
| Brett Levi Wait | Svp Cio | 20,191 | 0 | 02 May, 2025 |
| James Eugene Beckwith | Svp Chief Executive Officer | 19,178 | 0 | 24 Jan, 2022 |
| Leigh Ann White | - | 17,963 | 0 | 09 Feb, 2024 |
| David John Lucchetti | - | 0 | 16,824 | 13 Jan, 2023 |
| Donna Lucas | - | 0 | 13,118 | 02 Feb, 2026 |
| Lydia Ann Ramirez-Medina | Evp Chief Operating Officer | 11,360 | 0 | 20 Nov, 2025 |
| Larry Eugene Allbaugh | - | 0 | 10,000 | 17 May, 2023 |
| Kevin Francis Ramos | - | 0 | 10,000 | 18 May, 2023 |
| Larry Eugene Allbaugh | - | 0 | 10,000 | 18 May, 2023 |
| James Eugene Beckwith | President Ceo | 0 | 9,000 | 13 Dec, 2023 |
| Kristine Mali Hyde | Svp Chief Hr Officer | 7,219 | 0 | 24 Jan, 2022 |
| Warren Paul Kashiwagi | - | 6,370 | 0 | 02 Feb, 2026 |
| Shannon Deary-Bell | - | 0 | 4,830 | 08 Feb, 2022 |
| Don Justin Kurtze | Evp Sf Bay Area President | 4,643 | 0 | 02 May, 2025 |
| Shelley Ronan Wetton | Svp Chief Marketing Officer | 0 | 1,140 | 28 Apr, 2023 |
| James Eugene Beckwith | President Ceo | 0 | 1,000 | 20 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 09 Mar, 2026 | James Eugene Beckwith | Common Stock | D | 2,000 | $36.74 | 475,014 | I | S |
| 09 Mar, 2026 | James Eugene Beckwith | Common Stock | D | 2,000 | $36.57 | 473,014 | I | S |
| 20 Feb, 2026 | Michael Eugene Lee | Common Stock | D | 1,200 | $39.30 | 35,272 | I | S |
| 17 Feb, 2026 | Michael Eugene Lee | Common Stock | D | 1,200 | $40.74 | 36,472 | I | S |
| 29 Jan, 2026 | Robert Truxtun Perry-Smith | Common Stock | A | 974 | $0.00 | 227,535 | I | A |
| 29 Jan, 2026 | Judson Teichert Riggs | Common Stock | A | 974 | $0.00 | 85,258 | I | A |
| 29 Jan, 2026 | Shannon Deary-Bell | Common Stock | A | 974 | $0.00 | 79,562 | I | A |
| 29 Jan, 2026 | Larry Eugene Allbaugh | Common Stock | A | 974 | $0.00 | 501,719 | I | A |
| 29 Jan, 2026 | Randall E Reynoso | Common Stock | A | 974 | $0.00 | 22,870 | D | A |
| 29 Jan, 2026 | David Frank Nickum | Common Stock | A | 974 | $0.00 | 179,876 | I | A |
| 29 Jan, 2026 | Donna Lucas | Common Stock | A | 974 | $0.00 | 13,118 | I | A |
| 29 Jan, 2026 | Kevin Francis Ramos | Common Stock | A | 974 | $0.00 | 171,864 | I | A |
| 29 Jan, 2026 | Warren Paul Kashiwagi | Common Stock | A | 974 | $0.00 | 6,370 | D | A |
| 12 Dec, 2025 | Michael Anthony Rizzo | Common Stock | D | 641 | $37.28 | 0 | I | S |
| 19 Nov, 2025 | Lydia Ann Ramirez-Medina | Common Stock | D | 600 | $33.07 | 11,360 | D | S |
| 15 Aug, 2025 | Lydia Ann Ramirez-Medina | Common Stock | D | 825 | $30.94 | 11,960 | D | S |
| 28 Jul, 2025 | James Eugene Beckwith | Common Stock | A | 7,062 | $0.00 | 477,014 | I | A |
| 09 Jul, 2025 | Shelley Ronan Wetton | Common Stock | A | 352 | $0.00 | 23,806 | D | G |
| 10 Jun, 2025 | James Eugene Beckwith | Common Stock | D | 6,429 | $27.74 | 469,952 | I | S |
| 05 Jun, 2025 | Lydia Ann Ramirez-Medina | Common Stock | D | 600 | $27.43 | 12,785 | D | S |