| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael A Garcia | - | 36,273 | 0 | 18 Dec, 2025 |
| Carl E Dodson | Chief Operating Officer Cro | 0 | 54,500 | 04 May, 2022 |
| Christopher W Bergstrom | Chief Executive Officer | 74,867 | 0 | 18 Dec, 2025 |
| Jonathan Craig Kinney | - | 327,790 | 0 | 18 Dec, 2025 |
| Kent Carstater | Chief Financial Officer | 56,219 | 0 | 18 Dec, 2025 |
| Andrew Peden | Chief Banking Officer | 26,560 | 0 | 18 Dec, 2025 |
| Lim Nguonly | - | 64,375 | 0 | 19 Dec, 2024 |
| Philip Chase | - | 0 | 74,920 | 14 Nov, 2022 |
| Subhash Garg | - | 44,213 | 0 | 18 Dec, 2025 |
| Oscar Leland Mahan | - | 94,802 | 0 | 18 Dec, 2025 |
| Ronald J Gordon | - | 151,373 | 0 | 22 Dec, 2022 |
| Michael T Foster | - | 337,573 | 0 | 18 Dec, 2025 |
| Philip W Allin | - | 29,963 | 0 | 18 Dec, 2025 |
| Kelly Jo Bell | Chief Operating Officer | 1,333 | 0 | 22 Dec, 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Dec, 2025 | Kelly Jo Bell | Common Stock | D | 37 | $21.36 | 1,333 | D | F |
| 16 Dec, 2025 | Jonathan Craig Kinney | Common Stock | A | 2,138 | $0.00 | 327,790 | D | A |
| 16 Dec, 2025 | Kent Carstater | Common Stock | A | 3,088 | $0.00 | 56,219 | D | A |
| 16 Dec, 2025 | Philip W Allin | Common Stock | A | 1,901 | $0.00 | 29,963 | D | A |
| 17 Dec, 2025 | Kelly Jo Bell | Common Stock | D | 28 | $21.37 | 1,370 | D | F |
| 16 Dec, 2025 | Jonathan Craig Kinney | Common Stock | A | 2,138 | $0.00 | 327,790 | D | A |
| 16 Dec, 2025 | Christopher W Bergstrom | Common Stock | A | 9,502 | $0.00 | 74,867 | D | A |
| 16 Dec, 2025 | Oscar Leland Mahan | Common Stock | A | 1,901 | $0.00 | 94,802 | D | A |
| 16 Dec, 2025 | Andrew Peden | Common Stock | A | 2,376 | $0.00 | 26,754 | D | A |
| 16 Dec, 2025 | Michael A Garcia | Common Stock | A | 1,901 | $0.00 | 36,273 | D | A |
| 16 Dec, 2025 | Oscar Leland Mahan | Common Stock | A | 1,901 | $0.00 | 94,802 | D | A |
| 16 Dec, 2025 | Michael T Foster | Common Stock | A | 1,901 | $0.00 | 337,573 | D | A |
| 16 Dec, 2025 | Andrew Peden | Common Stock | A | 2,376 | $0.00 | 26,754 | D | A |
| 16 Dec, 2025 | Philip Chase | Common Stock | A | 1,901 | $0.00 | 32,275 | D | A |
| 16 Dec, 2025 | Andrew Peden | Common Stock | A | 2,376 | $0.00 | 26,754 | D | A |
| 16 Dec, 2025 | Subhash Garg | Common Stock | A | 1,901 | $0.00 | 44,213 | D | A |
| 16 Dec, 2025 | Oscar Leland Mahan | Common Stock | A | 1,901 | $0.00 | 94,802 | D | A |
| 16 Dec, 2025 | Jonathan Craig Kinney | Common Stock | A | 2,138 | $0.00 | 327,790 | D | A |
| 17 Dec, 2025 | Andrew Peden | Common Stock | D | 194 | $21.37 | 26,560 | D | F |
| 17 Dec, 2025 | Andrew Peden | Common Stock | D | 194 | $21.37 | 26,560 | D | F |