| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Eric D Sipf | - | 184,316 | 0 | 03 Aug, 2023 |
| Julie A Caponi | - | 22,597 | 0 | 06 Jun, 2025 |
| Luke A Latimer | - | 56,573 | 0 | 17 Dec, 2025 |
| David R Duncan | - | 43,678 | 0 | 06 Jun, 2025 |
| Thomas A Gart | - | 24,519 | 0 | 06 Jun, 2025 |
| Patrick H Hamill | - | 164,255 | 0 | 06 Jun, 2025 |
| Scott J Lawley | Chief Credit Officer | 12,805 | 0 | 07 May, 2024 |
| Scott C Wylie | Chairman, Ceo And President | 761,654 | 0 | 06 Jan, 2026 |
| Joseph C. Zimlich | - | 41,105 | 0 | 06 Jun, 2025 |
| Julie A Courkamp | Chief Operating Officer | 57,229 | 0 | 06 Jan, 2026 |
| John Emery Sawyer | Chief Investment Officer | 25,924 | 0 | 04 Jan, 2024 |
| Mark L Smith | - | 52,652 | 0 | 12 Dec, 2025 |
| Scott C Mitchell | - | 4,508 | 0 | 05 Feb, 2026 |
| Matthew C. Cassell | Chief Revenue Officer | 15,802 | 0 | 05 Aug, 2025 |
| James Allen Scott | Chief Clientexperience Officer | 5,752 | 0 | 16 Feb, 2024 |
| David R. Weber | Chief Financial Officer | 6,039 | 0 | 06 Jan, 2026 |
| Jesica J. Montgomery | Principal Accounting Officer | 3,220 | 0 | 07 May, 2024 |
| Eric E. Ensmann | Chief Risk Officer | 6,698 | 0 | 12 Aug, 2025 |
| Ellen S. Robinson | - | 1,933 | 0 | 06 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 2,013 | $23.56 | 6,588 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 2,013 | $23.56 | 6,588 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 2,013 | $23.56 | 6,588 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 100 | $24.69 | 6,488 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 100 | $24.69 | 6,488 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 100 | $24.69 | 6,488 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 582 | $24.49 | 5,906 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 582 | $24.49 | 5,906 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 582 | $24.49 | 5,906 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 224 | $24.80 | 5,682 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 224 | $24.80 | 5,682 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 224 | $24.80 | 5,682 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 100 | $24.78 | 5,582 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 100 | $24.78 | 5,582 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 100 | $24.78 | 5,582 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 159 | $24.83 | 5,423 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 159 | $24.83 | 5,423 | D | S |
| 26 Jan, 2026 | Scott C Mitchell | Common Stock | D | 159 | $24.83 | 5,423 | D | S |
| 04 Feb, 2026 | Scott C Mitchell | Common Stock | D | 915 | $26.00 | 4,508 | D | S |
| 04 Feb, 2026 | Scott C Mitchell | Common Stock | D | 915 | $26.00 | 4,508 | D | S |