| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Craig M Dwight | Chief Executive Officer | 463,620 | 0 | 18 Mar, 2025 |
| Peter L Pairitz | - | 223,967 | 0 | 01 Mar, 2023 |
| James D Neff | President | 146,410 | 0 | 04 Apr, 2022 |
| John R Stewart | Evp Chief Financial Officer | 85,816 | 0 | 20 Mar, 2026 |
| Spero W Valavanis | - | 78,082 | 0 | 01 Mar, 2023 |
| James B Dworkin | - | 58,461 | 0 | 09 Jun, 2025 |
| Kathie A Deruiter | Executive Vice President | 58,346 | 0 | 24 Mar, 2026 |
| Thomas M Prame | Chief Executive Officer | 54,980 | 0 | 24 Mar, 2026 |
| Susan D Aaron | - | 51,263 | 0 | 08 Jun, 2023 |
| Michele M. Magnuson | - | 0 | 47,863 | 02 Mar, 2026 |
| Eric P. Blackhurst | - | 28,960 | 0 | 02 Mar, 2026 |
| Todd A. Etzler | Executive Vice President Gc | 28,069 | 0 | 24 Mar, 2026 |
| Lynn Kerber | Evp Ccbo | 27,368 | 0 | 24 Mar, 2026 |
| Dennis Kuhn | Executive Vice President | 17,350 | 0 | 17 Mar, 2022 |
| Noe S Najera | Evp, Sr. Retail Mort Lending | 16,932 | 0 | 26 Apr, 2023 |
| Kevin Ahern | - | 16,896 | 0 | 25 Aug, 2025 |
| Julie Scheck Freigang | - | 14,828 | 0 | 09 Jun, 2025 |
| Vanessa Peterson Williams | - | 12,138 | 0 | 02 Mar, 2026 |
| Larry S Magnesen | - | 9,924 | 0 | 02 Mar, 2026 |
| Brian W Maass | - | 9,545 | 0 | 02 Mar, 2026 |
| Michele Annette Samuels | - | 7,648 | 0 | 02 Mar, 2026 |
| Brian C Walker | - | 5,524 | 0 | 02 Mar, 2026 |
| Noe S Najera | Evp, Sr. Retail Mort Lending | 0 | 1,664 | 13 Sep, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Mar, 2026 | Kathie A Deruiter | Common Stock | D | 1,711 | $16.28 | 58,346 | D | F |
| 23 Mar, 2026 | Thomas M Prame | Common Stock | D | 4,345 | $16.28 | 54,980 | D | F |
| 23 Mar, 2026 | Lynn Kerber | Common Stock | D | 1,869 | $16.28 | 27,368 | D | F |
| 23 Mar, 2026 | Todd A. Etzler | Common Stock | D | 1,280 | $16.28 | 28,069 | D | F |
| 17 Mar, 2026 | Kathie A Deruiter | Common Stock | A | 3,604 | $0.00 | 60,396 | D | A |
| 17 Mar, 2026 | Lynn Kerber | Common Stock | A | 4,128 | $0.00 | 29,687 | D | A |
| 17 Mar, 2026 | Thomas M Prame | Common Stock | A | 14,159 | $0.00 | 61,680 | D | A |
| 17 Mar, 2026 | John R Stewart | Common Stock | A | 6,714 | $0.00 | 86,459 | D | A |
| 17 Mar, 2026 | Todd A. Etzler | Common Stock | A | 3,020 | $0.00 | 29,641 | D | A |
| 18 Mar, 2026 | Lynn Kerber | Common Stock | D | 450 | $15.71 | 29,237 | D | F |
| 18 Mar, 2026 | Thomas M Prame | Common Stock | D | 2,355 | $15.71 | 59,325 | D | F |
| 18 Mar, 2026 | Kathie A Deruiter | Common Stock | D | 339 | $15.71 | 60,057 | D | F |
| 18 Mar, 2026 | Todd A. Etzler | Common Stock | D | 292 | $15.71 | 29,349 | D | F |
| 18 Mar, 2026 | John R Stewart | Common Stock | D | 643 | $15.71 | 85,816 | D | F |
| 27 Feb, 2026 | Michele M. Magnuson | Common Stock | A | 2,662 | $16.90 | 47,863 | I | A |
| 27 Feb, 2026 | Michele Annette Samuels | Common Stock | A | 2,662 | $16.90 | 7,648 | D | A |
| 27 Feb, 2026 | Brian C Walker | Common Stock | A | 2,662 | $16.90 | 5,524 | D | A |
| 27 Feb, 2026 | Larry S Magnesen | Common Stock | A | 2,662 | $16.90 | 9,924 | D | A |
| 27 Feb, 2026 | Vanessa Peterson Williams | Common Stock | A | 2,662 | $16.90 | 12,138 | D | A |
| 27 Feb, 2026 | Brian W Maass | Common Stock | A | 2,662 | $16.90 | 9,545 | D | A |