| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David A Flack | - | 432,552 | 0 | 23 Jan, 2026 |
| John J D'Angelo | Chief Executive Officer | 252,956 | 0 | 03 Apr, 2026 |
| John J D'Angelo | Chief Executive Officer | 177,769 | 0 | 08 Mar, 2022 |
| Andrew C Nelson | - | 147,738 | 0 | 23 Jan, 2026 |
| Thomas C Sr Besselman | - | 95,542 | 0 | 21 Jan, 2022 |
| Robert Chris Jordan | - | 58,798 | 0 | 16 Mar, 2026 |
| Robert M Sr Boyce | - | 58,091 | 0 | 20 Jan, 2023 |
| William H Hidalgo | - | 56,547 | 0 | 23 Jan, 2026 |
| Suzanne O Middleton | - | 41,303 | 0 | 23 Jan, 2026 |
| Christopher L Hufft | Chief Financial Officer | 39,484 | 0 | 05 Apr, 2022 |
| James H Iii Boyce | - | 32,220 | 0 | 20 Jan, 2023 |
| Linda M Crochet | Chief Operations Officer | 29,275 | 0 | 03 Apr, 2026 |
| John R Campbell | Chief Financial Officer | 29,147 | 0 | 03 Apr, 2026 |
| John J D'Angelo | Chief Executive Officer | 0 | 28,269 | 27 Oct, 2023 |
| Gordon H Iii Joffrion | - | 26,954 | 0 | 23 Jan, 2026 |
| Jeffrey Wayne Martin | Chief Risk Officer | 24,466 | 0 | 03 Apr, 2026 |
| David J Lukinovich | - | 20,808 | 0 | 19 Jan, 2024 |
| James E Yegge | - | 16,565 | 0 | 23 Jan, 2026 |
| Frank L. Walker | - | 14,225 | 0 | 23 Jan, 2026 |
| Anita M Fontenot | - | 13,762 | 0 | 19 Jan, 2024 |
| James F Dunkerley | - | 12,877 | 0 | 23 Jan, 2026 |
| Julio A Melara | - | 11,903 | 0 | 23 Jan, 2026 |
| Scott G Ginn | - | 11,556 | 0 | 23 Jan, 2026 |
| Rose J Hudson | - | 10,822 | 0 | 23 Jan, 2026 |
| Candace J Leblanc | Chief Accounting Officer | 8,761 | 0 | 05 Apr, 2022 |
| Corey E Moore | Deputy Chief Financial Officer | 8,649 | 0 | 03 Apr, 2026 |
| James E Yegge | - | 0 | 8,610 | 17 Jan, 2025 |
| James M Baker | - | 7,650 | 0 | 01 Nov, 2022 |
| Jeffrey Wayne Martin | Chief Credit Officer | 0 | 4,837 | 30 Oct, 2023 |
| John J D'Angelo | Chief Executive Officer | 0 | 250 | 04 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Corey E Moore | Common Stock | D | 463 | $27.50 | 6,831 | D | F |
| 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 | Jeffrey Wayne Martin | Common Stock | D | 1,396 | $27.50 | 20,127 | D | F |
| 01 Apr, 2026 | Linda M Crochet | Common Stock | D | 1,517 | $27.50 | 24,712 | D | F |
| 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 |
| 01 Apr, 2026 | John J D'Angelo | Common Stock | A | 16,324 | $0.00 | 252,956 | D | A |
| 01 Apr, 2026 | John R Campbell | Common Stock | A | 8,694 | $0.00 | 29,147 | D | A |
| 01 Apr, 2026 | Corey E Moore | Common Stock | A | 1,818 | $0.00 | 8,649 | D | A |
| 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 |
| 27 Jan, 2026 | John J D'Angelo | Common Stock | D | 1,960 | $28.17 | 240,790 | D | F |
| 27 Jan, 2026 | John J D'Angelo | Employee Stock Option | D | 26,163 | $0.00 | 2,907 | D | M |
| 27 Jan, 2026 | John J D'Angelo | Employee Stock Option | D | 2,907 | $0.00 | 0 | D | M |
| 21 Jan, 2026 | Julio A Melara | Common Stock | A | 1,431 | $0.00 | 11,903 | D | A |
| 21 Jan, 2026 | David A Flack | Common Stock | A | 1,360 | $0.00 | 432,552 | D | A |