| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Iii James R Wilkins | - | 302,349 | 0 | 14 Aug, 2025 |
| Gerald F Jr Smith | - | 0 | 245,124 | 24 Mar, 2022 |
| Gerald F Jr Smith | - | 0 | 106,866 | 08 Feb, 2022 |
| Norman D Jr Wagstaff | - | 99,339 | 0 | 14 Aug, 2025 |
| Gerald F Jr Smith | - | 0 | 80,366 | 14 Jun, 2022 |
| Scott C Harvard | President Ceo | 72,106 | 0 | 17 Feb, 2026 |
| Gerald F Jr Smith | - | 0 | 68,670 | 06 May, 2025 |
| Dennis A Dysart | Senior Evp/Coo | 43,414 | 0 | 17 Feb, 2026 |
| George Edwin Iii Holt | - | 43,387 | 0 | 14 Aug, 2025 |
| Gerald F Jr Smith | - | 41,655 | 0 | 14 Aug, 2025 |
| Iii James R Wilkins | - | 0 | 38,834 | 11 Jun, 2024 |
| George Edwin Iii Holt | - | 0 | 37,929 | 06 Jul, 2021 |
| Kirtesh Patel | - | 32,611 | 0 | 14 Aug, 2025 |
| Michael Shane Bell | Evp/Cfo | 28,826 | 0 | 16 Feb, 2024 |
| William Simmons Wilkinson | - | 21,864 | 0 | 14 Aug, 2025 |
| Elizabeth H Cottrell | - | 18,742 | 0 | 14 Aug, 2025 |
| William Michael Funk | - | 18,670 | 0 | 14 Aug, 2025 |
| C Ray Sprinkle | - | 18,107 | 0 | 11 Aug, 2022 |
| Gerald F Jr Smith | - | 0 | 17,724 | 02 Oct, 2023 |
| Gerald F Jr Smith | - | 0 | 12,996 | 12 Jun, 2023 |
| Gerald F Jr Smith | - | 0 | 12,372 | 18 Dec, 2024 |
| Jason C Aikens | - | 10,106 | 0 | 14 Aug, 2025 |
| Emily Marlow Beck | - | 9,428 | 0 | 14 Aug, 2025 |
| Boyce E Brannock | - | 8,598 | 0 | 14 Aug, 2025 |
| Brad E Schwartz | Evp Cfo | 6,470 | 0 | 04 Mar, 2026 |
| Toni T Lee-Andrews | - | 5,603 | 0 | 14 Aug, 2025 |
| Iii James R Wilkins | - | 0 | 1,631 | 27 Sep, 2022 |
| William Simmons Wilkinson | - | 0 | 759 | 09 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 04 Mar, 2026 | Brad E Schwartz | Common Stock, $1.25 par value | A | 1,000 | $26.91 | 6,470 | D | P |
| 15 Feb, 2026 | Brad E Schwartz | Common Stock, $1.25 par value | A | 728 | $0.00 | 5,728 | D | A |
| 15 Feb, 2026 | Scott C Harvard | Common Stock, $1.25 par value | A | 5,225 | $0.00 | 73,974 | D | A |
| 15 Feb, 2026 | Dennis A Dysart | Common Stock, $1.25 par value | A | 2,445 | $0.00 | 44,282 | D | A |
| 15 Feb, 2026 | Brad E Schwartz | Common Stock, $1.25 par value | D | 258 | $28.21 | 5,470 | D | F |
| 15 Feb, 2026 | Scott C Harvard | Common Stock, $1.25 par value | D | 1,868 | $28.21 | 72,106 | D | F |
| 15 Feb, 2026 | Dennis A Dysart | Common Stock, $1.25 par value | D | 868 | $28.21 | 43,414 | D | F |
| 11 Feb, 2026 | Dennis A Dysart | Restricted Stock Units | A | 2,474 | $0.00 | 13,747 | D | A |
| 11 Feb, 2026 | Brad E Schwartz | Restricted Stock Units | A | 2,183 | $0.00 | 7,183 | D | A |
| 11 Feb, 2026 | Scott C Harvard | Restricted Stock Units | A | 5,765 | $0.00 | 23,977 | D | A |
| 31 Dec, 2025 | Scott C Harvard | Common Stock, $1.25 par value | A | 6,575 | $0.00 | 70,729 | D | A |
| 31 Dec, 2025 | Dennis A Dysart | Common Stock, $1.25 par value | A | 4,432 | $0.00 | 43,172 | D | A |
| 31 Dec, 2025 | Scott C Harvard | Common Stock, $1.25 par value | D | 1,980 | $25.24 | 68,749 | D | F |
| 31 Dec, 2025 | Dennis A Dysart | Common Stock, $1.25 par value | D | 1,335 | $25.24 | 41,837 | D | F |
| 04 Nov, 2025 | Scott C Harvard | Common Stock, $1.25 par value | D | 4,500 | $0.00 | 64,010 | D | G |
| 13 Aug, 2025 | Gerald F Jr Smith | Common Stock, $1.25 par value | A | 1,500 | $0.00 | 41,655 | D | A |
| 13 Aug, 2025 | Jason C Aikens | Common Stock, $1.25 par value | A | 1,500 | $0.00 | 10,106 | D | A |
| 13 Aug, 2025 | Boyce E Brannock | Common Stock, $1.25 par value | A | 1,500 | $0.00 | 8,598 | D | A |
| 13 Aug, 2025 | Emily Marlow Beck | Common Stock, $1.25 par value | A | 1,500 | $0.00 | 9,428 | D | A |
| 13 Aug, 2025 | Toni T Lee-Andrews | Common Stock, $1.25 par value | A | 1,500 | $0.00 | 5,603 | D | A |