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