| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Paul J Sarvadi | Chairman Of The Board Ceo | 474,670 | 997,912 | 19 Mar, 2026 |
| Arthur A Arizpe | President And Coo | 0 | 102,558 | 16 May, 2025 |
| Arthur A Arizpe | President And Coo | 95,836 | 0 | 04 Mar, 2026 |
| James D Allison | Evp, Finance, Cfo Treasurer | 94,272 | 0 | 11 Mar, 2026 |
| Richard G Rawson | President | 0 | 84,643 | 18 Dec, 2023 |
| Richard G Rawson | President | 0 | 84,216 | 16 Nov, 2023 |
| Richard G Rawson | - | 0 | 50,796 | 24 Apr, 2023 |
| Carol R Kaufman | - | 47,067 | 0 | 06 Aug, 2025 |
| Christian P Callens | Svp Legal, Gen Counsel Sec | 29,600 | 0 | 11 Mar, 2026 |
| Douglas S Sharp | Evp Finance, Cfo Treasurer | 28,516 | 0 | 10 May, 2024 |
| Randall Mehl | - | 25,707 | 0 | 10 Nov, 2025 |
| Tim Clifford | - | 22,912 | 0 | 18 Aug, 2025 |
| Sean Patrick Duffy | Svp, Finance Accounting(Pao) | 22,672 | 0 | 04 Mar, 2026 |
| Daniel D Herink | Evp Legal, Gen Counsel Sec | 20,599 | 0 | 21 Nov, 2023 |
| Latha Ramchand | - | 15,120 | 0 | 06 Aug, 2025 |
| John L Lumelleau | - | 14,120 | 0 | 22 May, 2025 |
| Eli Jones | - | 12,847 | 0 | 06 Aug, 2025 |
| Richard G Rawson | President | 6,421 | 0 | 22 May, 2025 |
| John L Lumelleau | - | 0 | 5,500 | 06 Aug, 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 14,987 | $22.53 | 472,670 | D | P |
| 17 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 2,000 | $22.98 | 474,670 | D | P |
| 18 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 160,000 | $23.22 | 972,912 | I | P |
| 19 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 22,991 | $23.57 | 995,903 | I | P |
| 19 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 2,009 | $23.93 | 997,912 | I | P |
| 11 Mar, 2026 | Christian P Callens | Common Stock | A | 1,250 | $19.28 | 29,600 | D | P |
| 10 Mar, 2026 | James D Allison | Common Stock | A | 10,000 | $20.45 | 94,272 | D | P |
| 02 Mar, 2026 | Christian P Callens | Common Stock | A | 14,665 | $0.00 | 29,154 | D | A |
| 02 Mar, 2026 | Paul J Sarvadi | Common Stock | A | 33,835 | $0.00 | 466,011 | D | A |
| 02 Mar, 2026 | Sean Patrick Duffy | Common Stock | A | 11,200 | $0.00 | 23,180 | D | A |
| 02 Mar, 2026 | Arthur A Arizpe | Common Stock | A | 13,200 | $0.00 | 97,258 | D | A |
| 02 Mar, 2026 | James D Allison | Common Stock | A | 20,535 | $0.00 | 85,515 | D | A |
| 02 Mar, 2026 | Paul J Sarvadi | Common Stock | D | 9,215 | $22.21 | 456,796 | D | F |
| 02 Mar, 2026 | Arthur A Arizpe | Common Stock | D | 2,029 | $22.21 | 95,229 | D | F |
| 02 Mar, 2026 | Christian P Callens | Common Stock | D | 1,052 | $22.21 | 28,102 | D | F |
| 02 Mar, 2026 | James D Allison | Common Stock | D | 1,663 | $22.21 | 83,852 | D | F |
| 02 Mar, 2026 | Sean Patrick Duffy | Common Stock | D | 659 | $22.21 | 22,521 | D | F |
| 02 Mar, 2026 | James D Allison | Common Stock | A | 417 | $0.00 | 84,269 | D | A |
| 02 Mar, 2026 | Christian P Callens | Common Stock | A | 248 | $0.00 | 28,350 | D | A |
| 02 Mar, 2026 | Arthur A Arizpe | Common Stock | A | 570 | $0.00 | 95,799 | D | A |