| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David J Christel | Pres, Mortgage Purch Program | 207,756 | 0 | 02 Apr, 2026 |
| Kevin J Comps | President Secretary | 51,268 | 0 | 02 Apr, 2026 |
| Vlieger Robert W Ii De | - | 0 | 760,828 | 05 Mar, 2025 |
| Rewrittwen Trust Indenture Of The John S Simoni Living Trust Second | - | 2,575,664 | 0 | 20 Feb, 2025 |
| Amy M Butler | Evp, National Sales | 4,827 | 0 | 02 Apr, 2026 |
| Richard Jeffery Dean | - | 0 | 557,171 | 10 Mar, 2026 |
| Bruce L Edger | - | 0 | 220,830 | 24 Nov, 2025 |
| Brad T Howes | Evp, Chief Financial Officer | 10,221 | 0 | 02 Apr, 2026 |
| David Stevens Hooker | - | 0 | 834,879 | 19 Sep, 2025 |
| Charles Alan Williams | Chairman Ceo | 113,789 | 0 | 02 Apr, 2026 |
| David F. Lawrence | - | 1,000 | 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Charles Alan Williams | Common Stock | A | 49,560 | $0.00 | 104,456 | D | M |
| 01 Apr, 2026 | Kevin J Comps | Common Stock | A | 9,333 | $0.00 | 55,285 | D | M |
| 01 Apr, 2026 | Charles Alan Williams | Common Stock | A | 49,560 | $0.00 | 104,456 | D | M |
| 01 Apr, 2026 | Charles Alan Williams | Common Stock | A | 49,560 | $0.00 | 104,456 | D | M |
| 01 Apr, 2026 | Amy M Butler | Common Stock | A | 7,000 | $0.00 | 7,000 | D | M |
| 01 Apr, 2026 | David J Christel | Common Stock | A | 9,333 | $0.00 | 211,429 | D | M |
| 01 Apr, 2026 | Brad T Howes | Common Stock | A | 7,000 | $0.00 | 13,133 | D | M |
| 01 Apr, 2026 | Charles Alan Williams | Common Stock | A | 9,333 | $0.00 | 113,789 | D | M |
| 01 Apr, 2026 | Brad T Howes | Common Stock | D | 2,912 | $17.26 | 10,221 | D | F |
| 01 Apr, 2026 | David J Christel | Common Stock | D | 3,673 | $17.26 | 207,756 | D | F |
| 01 Apr, 2026 | Charles Alan Williams | Common Stock | A | 9,333 | $0.00 | 113,789 | D | M |
| 01 Apr, 2026 | Kevin J Comps | Common Stock | D | 4,017 | $17.26 | 51,268 | D | F |
| 01 Apr, 2026 | Charles Alan Williams | Common Stock | A | 9,333 | $0.00 | 113,789 | D | M |
| 01 Apr, 2026 | Amy M Butler | Common Stock | D | 2,173 | $17.26 | 4,827 | D | F |
| 01 Apr, 2026 | David J Christel | Restricted stock units | D | 9,333 | $0.00 | 18,667 | D | M |
| 01 Apr, 2026 | Amy M Butler | Restricted stock units | D | 7,000 | $0.00 | 14,000 | D | M |
| 01 Apr, 2026 | Brad T Howes | Restricted stock units | D | 7,000 | $17.26 | 14,000 | D | M |
| 01 Apr, 2026 | Kevin J Comps | Restricted stock units | D | 9,333 | $0.00 | 18,667 | D | M |
| 01 Apr, 2026 | Charles Alan Williams | Restricted stock units | D | 49,560 | $0.00 | 158,570 | D | M |
| 01 Apr, 2026 | Charles Alan Williams | Restricted stock units | D | 49,560 | $0.00 | 158,570 | D | M |