| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| G Charles Hubscher | - | 231,538 | 0 | 02 Jun, 2023 |
| Thomas L Kleinhardt | - | 107,710 | 0 | 04 Sep, 2024 |
| Thomas L Kleinhardt | - | 107,710 | 0 | 04 Sep, 2024 |
| David J Maness | - | 54,442 | 0 | 02 Jun, 2023 |
| David J Maness | - | 54,442 | 0 | 02 Jun, 2023 |
| Jeffrey J Barnes | - | 42,288 | 0 | 04 Mar, 2026 |
| Jerome E Schwind | President Ceo | 37,493 | 0 | 04 Mar, 2026 |
| Jerome E Schwind | President Ceo | 37,493 | 0 | 04 Mar, 2026 |
| Gregory V Varner | - | 32,232 | 0 | 04 Sep, 2024 |
| Gregory V Varner | - | 32,232 | 0 | 04 Sep, 2024 |
| Jae A Evans | President Ceo | 26,971 | 0 | 04 Mar, 2026 |
| Sarah R Opperman | - | 24,448 | 0 | 04 Mar, 2026 |
| Sarah R Opperman | - | 24,448 | 0 | 04 Mar, 2026 |
| Michael P Prisby | Treasurer | 18,658 | 0 | 22 May, 2025 |
| Michael P Prisby | Treasurer | 18,658 | 0 | 22 May, 2025 |
| Richard L Mcguirk | - | 15,712 | 0 | 01 May, 2024 |
| Richard L Mcguirk | - | 15,712 | 0 | 01 May, 2024 |
| Neil Michael Mcdonnell | President | 12,189 | 0 | 04 Mar, 2026 |
| Neil Michael Mcdonnell | President | 12,189 | 0 | 04 Mar, 2026 |
| Vicki L Rupp | - | 9,816 | 0 | 04 Mar, 2026 |
| Vicki L Rupp | - | 9,816 | 0 | 04 Mar, 2026 |
| David J Reetz | Sr Vp Chief Lending Officer | 9,000 | 0 | 28 Oct, 2021 |
| David J Reetz | Sr Vp Chief Lending Officer | 9,000 | 0 | 28 Oct, 2021 |
| Peggy Wheeler | Chief Operations Officer | 8,871 | 0 | 02 May, 2025 |
| Peggy Wheeler | Chief Operations Officer | 8,871 | 0 | 02 May, 2025 |
| Chad R Payton | - | 7,474 | 0 | 03 Jun, 2025 |
| Chad R Payton | - | 7,474 | 0 | 03 Jun, 2025 |
| William M Schaefer | Chief Financial Officer | 7,249 | 0 | 02 May, 2025 |
| William M Schaefer | Chief Financial Officer | 7,249 | 0 | 02 May, 2025 |
| Jill Bourland | - | 5,853 | 0 | 17 Apr, 2026 |
| Melinda Marie Coffin | - | 5,579 | 0 | 04 Mar, 2026 |
| Richard L Mcguirk | - | 0 | 4,581 | 26 Aug, 2021 |
| Richard L Mcguirk | - | 0 | 4,581 | 26 Aug, 2021 |
| Brian Roy Sackett | - | 4,177 | 0 | 04 Mar, 2026 |
| Brian Roy Sackett | - | 4,177 | 0 | 04 Mar, 2026 |
| David J Maness | - | 0 | 2,090 | 25 Apr, 2023 |
| David J Maness | - | 0 | 2,090 | 25 Apr, 2023 |
| Jon D Catlin | Chief Credit Officer | 1,285 | 0 | 04 Mar, 2026 |
| Michael Kyle Huenemann | Chief Lending Officer | 1,097 | 0 | 04 Mar, 2026 |
| Brian B Tessin | - | 1,055 | 0 | 04 Mar, 2026 |
| Brian B Tessin | - | 1,055 | 0 | 04 Mar, 2026 |
| Jennifer L Gill | Vp Controller | 811 | 0 | 03 Feb, 2022 |
| David Brian Behen | - | 611 | 0 | 23 Jan, 2026 |
| Julie A Smith | Vp Chief Technology Officer | 188 | 0 | 03 Jun, 2022 |
| Neil Michael Mcdonnell | President | 0 | 42 | 13 May, 2025 |
| Neil Michael Mcdonnell | President | 0 | 42 | 13 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Apr, 2026 | Jill Bourland | common | A | 6 | $48.90 | 5,853 | D | P |
| 16 Mar, 2026 | Jill Bourland | common | A | 7 | $44.03 | 5,840 | D | P |
| 02 Mar, 2026 | Jon D Catlin | common | A | 103 | $31.47 | 1,285 | D | P |
| 02 Mar, 2026 | Brian B Tessin | common | A | 826 | $48.54 | 1,055 | D | A |
| 02 Mar, 2026 | Jill Bourland | common | A | 8 | $48.54 | 5,834 | D | A |
| 02 Mar, 2026 | Sarah R Opperman | common | A | 36 | $48.54 | 24,448 | D | A |
| 02 Mar, 2026 | Sarah R Opperman | common | A | 36 | $48.54 | 24,448 | D | A |
| 02 Mar, 2026 | Jeffrey J Barnes | common | A | 1,030 | $48.54 | 42,288 | D | A |
| 02 Mar, 2026 | Michael Kyle Huenemann | common | A | 61 | $31.47 | 1,097 | D | P |
| 02 Mar, 2026 | Brian Roy Sackett | common | A | 18 | $48.54 | 4,177 | D | A |
| 02 Mar, 2026 | Brian Roy Sackett | common | A | 18 | $48.54 | 4,177 | D | A |
| 02 Mar, 2026 | Brian B Tessin | common | A | 826 | $48.54 | 1,055 | D | A |
| 02 Mar, 2026 | Vicki L Rupp | common | A | 251 | $48.54 | 9,816 | D | A |
| 02 Mar, 2026 | Vicki L Rupp | common | A | 251 | $48.54 | 9,816 | D | A |
| 02 Mar, 2026 | Jerome E Schwind | common | A | 710 | $48.54 | 37,097 | D | A |
| 02 Mar, 2026 | Melinda Marie Coffin | common | A | 24 | $48.54 | 5,579 | D | A |
| 02 Mar, 2026 | Jerome E Schwind | common | A | 710 | $48.54 | 37,097 | D | A |
| 02 Mar, 2026 | Neil Michael Mcdonnell | common | A | 2 | $48.54 | 12,134 | D | A |
| 02 Mar, 2026 | Neil Michael Mcdonnell | common | A | 2 | $48.54 | 12,134 | D | A |
| 02 Mar, 2026 | Jae A Evans | common | A | 18 | $48.54 | 26,971 | D | A |