| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David W Pijor | Chairman Ceo | 512,435 | 0 | 24 Jun, 2025 |
| Patricia A Ferrick | President | 215,886 | 0 | 25 Mar, 2026 |
| Scott Laughlin | - | 180,521 | 0 | 01 Aug, 2025 |
| Daniel M. Testa | - | 172,675 | 0 | 20 Mar, 2025 |
| Devin Satz | - | 163,656 | 0 | 09 Sep, 2025 |
| B. Todd Dempsey | Chief Operating Officer | 109,154 | 0 | 22 Aug, 2024 |
| Thomas L /Va/ Patterson | - | 0 | 91,716 | 03 Feb, 2023 |
| Sidney G Simmonds | - | 82,450 | 0 | 20 Mar, 2025 |
| L. Burwell Gunn | - | 75,104 | 0 | 20 Mar, 2025 |
| Michael G. Nassy | Sr Evp, Chief Credit Officer | 54,365 | 0 | 19 Mar, 2026 |
| Phillip R. Iii Wills | - | 53,694 | 0 | 18 Mar, 2026 |
| Lawrence W Schwartz | - | 16,276 | 24,848 | 27 Feb, 2026 |
| William G Byers | Chief Lending Officer | 40,290 | 0 | 20 Feb, 2024 |
| Jennifer L Deacon | Sr Evp, Cfo | 30,274 | 0 | 02 Jul, 2025 |
| Steven M Wiltse | - | 23,688 | 0 | 20 Mar, 2025 |
| Sharon L. Jackson | Evp, Chief Banking Officer | 22,830 | 0 | 26 Feb, 2026 |
| Thomas L /Va/ Patterson | - | 21,093 | 0 | 16 Jun, 2023 |
| Meena Krishnan | - | 18,520 | 0 | 20 Mar, 2025 |
| Briggs Alissa Curry | Evp, Chief Lending Officer | 13,404 | 0 | 19 Mar, 2026 |
| Jennifer L Deacon | Evp, Chief Financial Officer | 0 | 9,300 | 10 May, 2023 |
| Daniel M. Testa | - | 0 | 5,297 | 09 Feb, 2023 |
| Marc N. Duber | - | 0 | 2,585 | 15 Dec, 2022 |
| Marc N. Duber | - | 1,850 | 0 | 20 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Mar, 2026 | Patricia A Ferrick | Common Stock | A | 19,212 | $9.22 | 217,195 | D | M |
| 25 Mar, 2026 | Patricia A Ferrick | Common Stock | D | 1,309 | $15.10 | 215,886 | D | F |
| 25 Mar, 2026 | Patricia A Ferrick | Stock Options | D | 19,212 | $9.22 | 6,896 | D | M |
| 20 Mar, 2026 | Briggs Alissa Curry | Common Stock | D | 405 | $14.65 | 13,404 | D | F |
| 20 Mar, 2026 | Michael G. Nassy | Common Stock | D | 656 | $14.65 | 54,365 | D | F |
| 17 Mar, 2026 | Phillip R. Iii Wills | Common Stock | D | 11,462 | $14.81 | 53,694 | D | S |
| 02 Mar, 2026 | Michael G. Nassy | Common Stock | D | 3,100 | $15.56 | 55,021 | D | S |
| 26 Feb, 2026 | Lawrence W Schwartz | Common Stock | D | 21,483 | $15.66 | 24,848 | I | S |
| 26 Feb, 2026 | Lawrence W Schwartz | Common Stock | A | 21,483 | $9.22 | 37,759 | D | M |
| 26 Feb, 2026 | Lawrence W Schwartz | Common Stock | D | 21,483 | $15.66 | 16,276 | D | S |
| 26 Feb, 2026 | Lawrence W Schwartz | Stock Options | A | 21,483 | $9.22 | 21,483 | D | M |
| 25 Feb, 2026 | Sharon L. Jackson | Common Stock | D | 1,000 | $15.49 | 22,830 | D | S |
| 24 Feb, 2026 | Phillip R. Iii Wills | Common Stock | D | 10,200 | $15.44 | 69,956 | D | S |
| 25 Feb, 2026 | Phillip R. Iii Wills | Common Stock | D | 4,800 | $15.48 | 65,156 | D | S |
| 13 Feb, 2026 | Michael G. Nassy | Common Stock | A | 11,718 | $9.22 | 65,969 | D | M |
| 13 Feb, 2026 | Michael G. Nassy | Common Stock | D | 7,848 | $15.76 | 58,121 | D | F |
| 13 Feb, 2026 | Michael G. Nassy | Stock Options | D | 11,718 | $9.22 | 0 | D | M |
| 19 Nov, 2025 | Michael G. Nassy | Common Stock | D | 1,000 | $12.23 | 54,251 | D | S |
| 08 Sep, 2025 | Devin Satz | Common Stock | A | 21,483 | $9.22 | 163,656 | D | M |
| 08 Sep, 2025 | Devin Satz | Stock Options | D | 21,483 | $9.22 | 0 | D | M |