Data spanning the past 90 days through December 31, 2025 reveals that First United's three principal insider shareholders consist of Director H Andrew Iii Walls (51.08K shares), Chairman And President & Ceo Carissa Lynn Rodeheaver (47.00K shares), Director Irvin Robert Rudy (37.50K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| John Mccullough | 54,712 | 02 Feb, 2023 | |
| H Andrew Iii Walls | 51,079 | 22 May, 2025 | |
| Carissa Lynn Rodeheaver | Chairman And President & Ceo | 46,999 | 05 Nov, 2025 |
| Irvin Robert Rudy | 37,500 | 26 Aug, 2025 | |
| John F. Barr | 29,904 | 22 May, 2025 | |
| Beth Moran | 27,952 | 22 May, 2025 | |
| Marisa A. Shockley | 26,253 | 23 May, 2024 | |
| Jason Barry Rush | Svp & Coo | 25,089 | 05 Nov, 2025 |
| Brian R. Boal | 20,764 | 05 Nov, 2025 | |
| Gary Ruddell | 20,559 | 04 May, 2021 | |
| Christy Dipietro | 15,289 | 22 May, 2025 | |
| Keith Sanders | Svp & Sr. Trust Officer | 14,536 | 21 May, 2025 |
| Robert L. Ii Fisher | Svp & Chief Revenue Officer | 13,384 | 21 May, 2025 |
| Tonya K. Sturm | Svp & Cfo | 10,763 | 05 Nov, 2025 |
| Patricia Milon | 10,481 | 21 May, 2025 | |
| Sanu Chadha | 8,599 | 22 May, 2025 | |
| Kevin Hessler | 4,065 | 22 May, 2025 | |
| Julie W Peterson | Svp & Chief Risk Officer | 952 | 19 Mar, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 03 Nov, 2025 | Jason Barry Rush | Common Stock | A | 81 | $35.15 | 25,089 | D | P |
| 03 Nov, 2025 | Tonya K. Sturm | Common Stock | A | 64 | $35.15 | 10,763 | D | P |
| 03 Nov, 2025 | Brian R. Boal | Common Stock | A | 84 | $35.15 | 20,764 | D | P |
| 03 Nov, 2025 | Carissa Lynn Rodeheaver | Common Stock | A | 46 | $35.42 | 46,867 | D | P |
| 03 Nov, 2025 | Carissa Lynn Rodeheaver | Common Stock | A | 132 | $35.15 | 46,999 | D | P |
| 26 Aug, 2025 | Irvin Robert Rudy | Common Stock | D | 2,000 | $37.35 | 37,500 | D | S |
| 26 Aug, 2025 | Irvin Robert Rudy | - | - | 37,500 | D | |||
| 04 Aug, 2025 | Brian R. Boal | Common Stock | A | 77 | $32.28 | 20,680 | D | P |
| 04 Aug, 2025 | Jason Barry Rush | Common Stock | A | 74 | $32.28 | 24,919 | D | P |
| 01 Aug, 2025 | Carissa Lynn Rodeheaver | Common Stock | A | 38 | $35.92 | 46,555 | D | P |
| 04 Aug, 2025 | Carissa Lynn Rodeheaver | Common Stock | A | 120 | $32.28 | 46,676 | D | P |
| 21 May, 2025 | Brian R. Boal | Common Stock | A | 1,475 | $0.00 | 20,603 | D | A |
| 21 May, 2025 | Sanu Chadha | Common Stock | A | 1,317 | $0.00 | 8,599 | D | A |
| 21 May, 2025 | H Andrew Iii Walls | Common Stock | A | 1,475 | $0.00 | 51,079 | D | A |
| 21 May, 2025 | Beth Moran | Common Stock | A | 1,000 | $0.00 | 27,952 | D | A |
| 21 May, 2025 | Kevin Hessler | Common Stock | A | 1,475 | $0.00 | 4,065 | D | A |
| 21 May, 2025 | Irvin Robert Rudy | Common Stock | A | 1,000 | $0.00 | 38,000 | D | A |
| 21 May, 2025 | Patricia Milon | Common Stock | A | 1,000 | $0.00 | 10,481 | D | A |
| 21 May, 2025 | Christy Dipietro | Common Stock | A | 1,475 | $0.00 | 15,289 | D | A |
| 21 May, 2025 | H Andrew Iii Walls | - | - | 51,079 | D |