| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William H Hidalgo | - | 56,547 | 0 | 23 Jan, 2026 |
| Scott G Ginn | - | 11,556 | 0 | 23 Jan, 2026 |
| Gordon H Iii Joffrion | - | 26,954 | 0 | 23 Jan, 2026 |
| David J Lukinovich | - | 20,808 | 0 | 19 Jan, 2024 |
| Suzanne O Middleton | - | 41,303 | 0 | 23 Jan, 2026 |
| James M Baker | - | 7,650 | 0 | 01 Nov, 2022 |
| Thomas C Sr Besselman | - | 95,542 | 0 | 21 Jan, 2022 |
| James H Iii Boyce | - | 32,220 | 0 | 20 Jan, 2023 |
| Robert M Sr Boyce | - | 58,091 | 0 | 20 Jan, 2023 |
| John J D'Angelo | Chief Executive Officer | 252,956 | 0 | 03 Apr, 2026 |
| Christopher L Hufft | Chief Financial Officer | 39,484 | 0 | 05 Apr, 2022 |
| Andrew C Nelson | - | 147,738 | 0 | 23 Jan, 2026 |
| Frank L. Walker | - | 14,225 | 0 | 23 Jan, 2026 |
| Robert Chris Jordan | - | 58,798 | 0 | 16 Mar, 2026 |
| Candace J Leblanc | Chief Accounting Officer | 8,761 | 0 | 05 Apr, 2022 |
| Linda M Crochet | Chief Operations Officer | 29,275 | 0 | 03 Apr, 2026 |
| Jeffrey Wayne Martin | Chief Risk Officer | 24,466 | 0 | 03 Apr, 2026 |
| Rose J Hudson | - | 10,822 | 0 | 23 Jan, 2026 |
| Corey E Moore | Deputy Chief Financial Officer | 8,649 | 0 | 03 Apr, 2026 |
| John R Campbell | Chief Financial Officer | 29,147 | 0 | 03 Apr, 2026 |
| James E Yegge | - | 16,565 | 0 | 23 Jan, 2026 |
| Julio A Melara | - | 11,903 | 0 | 23 Jan, 2026 |
| Anita M Fontenot | - | 13,762 | 0 | 19 Jan, 2024 |
| James F Dunkerley | - | 12,877 | 0 | 23 Jan, 2026 |
| David A Flack | - | 432,552 | 0 | 23 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | John R Campbell | Common Stock | D | 1,020 | $27.50 | 20,453 | D | F |
| 01 Apr, 2026 | John J D'Angelo | Common Stock | D | 4,158 | $27.50 | 236,632 | D | F |
| 01 Apr, 2026 | Linda M Crochet | Common Stock | D | 1,517 | $27.50 | 24,712 | D | F |
| 01 Apr, 2026 | Jeffrey Wayne Martin | Common Stock | D | 1,396 | $27.50 | 20,127 | D | F |
| 01 Apr, 2026 | Corey E Moore | Common Stock | D | 463 | $27.50 | 6,831 | D | F |
| 01 Apr, 2026 | Jeffrey Wayne Martin | Common Stock | D | 1,396 | $27.50 | 20,127 | D | F |
| 01 Apr, 2026 | Corey E Moore | Common Stock | D | 463 | $27.50 | 6,831 | D | F |
| 01 Apr, 2026 | Jeffrey Wayne Martin | Common Stock | A | 4,339 | $0.00 | 24,466 | D | A |
| 01 Apr, 2026 | John R Campbell | Common Stock | A | 8,694 | $0.00 | 29,147 | D | A |
| 01 Apr, 2026 | John J D'Angelo | Common Stock | A | 16,324 | $0.00 | 252,956 | D | A |
| 01 Apr, 2026 | Corey E Moore | Common Stock | A | 1,818 | $0.00 | 8,649 | D | A |
| 01 Apr, 2026 | Corey E Moore | Common Stock | A | 1,818 | $0.00 | 8,649 | D | A |
| 01 Apr, 2026 | Linda M Crochet | Common Stock | A | 4,563 | $0.00 | 29,275 | D | A |
| 01 Apr, 2026 | Jeffrey Wayne Martin | Common Stock | A | 4,339 | $0.00 | 24,466 | D | A |
| 12 Mar, 2026 | Robert Chris Jordan | Common Stock | A | 1,550 | $26.85 | 58,798 | D | P |
| 12 Mar, 2026 | Robert Chris Jordan | Common Stock | A | 1,550 | $26.85 | 58,798 | D | P |
| 01 Mar, 2026 | John R Campbell | Common Stock | D | 259 | $28.23 | 21,473 | D | F |
| 27 Jan, 2026 | John J D'Angelo | Common Stock | A | 26,163 | $14.28 | 266,006 | D | M |
| 27 Jan, 2026 | John J D'Angelo | Common Stock | A | 2,907 | $14.28 | 268,913 | D | M |
| 27 Jan, 2026 | John J D'Angelo | Common Stock | D | 26,163 | $28.01 | 242,750 | D | S |