| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Alexandra K Nolan | - | 0 | 201,778 | 10 Sep, 2021 |
| Alexandra K Nolan | - | 0 | 201,778 | 10 Sep, 2021 |
| Kevin M Lamont | - | 135,915 | 0 | 14 Apr, 2026 |
| Joseph W Carroll | - | 41,594 | 0 | 14 Apr, 2026 |
| Alexandra K Nolan | - | 0 | 41,482 | 01 Jul, 2021 |
| Alexandra K Nolan | - | 0 | 41,482 | 01 Jul, 2021 |
| Joseph W Adams | - | 39,147 | 0 | 28 Apr, 2023 |
| Lewis J Critelli | President Ceo | 37,352 | 0 | 23 Dec, 2024 |
| Jeffrey S Gifford | - | 26,637 | 0 | 14 Apr, 2026 |
| Ralph A Matergia | - | 26,473 | 0 | 14 Apr, 2026 |
| Ronald R Schmalzle | - | 0 | 26,468 | 07 Feb, 2025 |
| Ronald R Schmalzle | - | 0 | 26,468 | 07 Feb, 2025 |
| Robert J Mancuso | Evp Coo | 18,569 | 0 | 03 Jan, 2024 |
| Kenneth A Phillips | - | 15,760 | 0 | 14 Apr, 2026 |
| Kenneth A Phillips | - | 15,715 | 0 | 13 Mar, 2026 |
| Kenneth A Phillips | - | 14,440 | 0 | 04 Nov, 2025 |
| Kenneth A Phillips | - | 14,440 | 0 | 04 Nov, 2025 |
| Andrew Forte | - | 12,117 | 0 | 14 Apr, 2026 |
| Joseph W Adams | - | 0 | 11,345 | 02 Aug, 2021 |
| John F Carmody | Evp Chief Credit Officer | 9,725 | 0 | 22 Dec, 2025 |
| Ronald R Schmalzle | - | 9,345 | 0 | 14 Apr, 2026 |
| Ronald R Schmalzle | - | 9,300 | 0 | 13 Mar, 2026 |
| James Shook | - | 8,978 | 0 | 14 Apr, 2026 |
| William S Lance | Evp Cfo | 8,942 | 0 | 07 Feb, 2023 |
| James O Donnelly | President Ceo | 8,663 | 0 | 06 Aug, 2025 |
| Spencer J Andress | - | 8,280 | 0 | 14 Apr, 2026 |
| Andrew Forte | - | 0 | 7,544 | 31 Jul, 2025 |
| Andrew Forte | - | 0 | 7,144 | 11 Jul, 2023 |
| James O Donnelly | President Ceo | 0 | 6,651 | 18 Dec, 2025 |
| Andrew Forte | - | 0 | 6,405 | 28 Apr, 2025 |
| Meg L Hungerford | - | 6,198 | 0 | 14 Apr, 2026 |
| James O Donnelly | President Ceo | 0 | 5,923 | 26 Dec, 2024 |
| Jeffrey S Gifford | - | 0 | 5,617 | 20 Aug, 2021 |
| Jeffrey S Gifford | - | 0 | 4,368 | 02 Nov, 2023 |
| Vincent O'Bell | Evp Chief Lending Officer | 3,132 | 0 | 13 Feb, 2025 |
| Vincent O'Bell | Evp Chief Lending Officer | 3,132 | 0 | 13 Feb, 2025 |
| John Martin Jr Mccaffery | Evp Cfo | 0 | 3,000 | 01 Aug, 2025 |
| Alexandra K Nolan | - | 2,761 | 0 | 14 Apr, 2026 |
| Alexandra K Nolan | - | 2,716 | 0 | 13 Mar, 2026 |
| John Martin Jr Mccaffery | Evp Cfo | 0 | 2,000 | 18 Dec, 2025 |
| Vincent O'Bell | Evp Chief Lending Officer | 0 | 1,500 | 26 Dec, 2024 |
| John F Carmody | Evp Chief Credit Officer | 0 | 1,500 | 18 Dec, 2025 |
| Vincent O'Bell | Evp Chief Lending Officer | 0 | 1,500 | 26 Dec, 2024 |
| Robert J Mancuso | Evp Chief Operating Officer | 0 | 1,500 | 15 Dec, 2022 |
| William S Lance | Evp Cfo | 0 | 1,500 | 14 Dec, 2023 |
| John F Carmody | Evp Chief Credit Officer | 0 | 1,500 | 26 Dec, 2024 |
| John Martin Jr Mccaffery | Evp Cfo | 1,000 | 0 | 23 Dec, 2024 |
| Marissa S Nacinovich | - | 0 | 825 | 18 Dec, 2025 |
| Alexandra K Nolan | - | 0 | 825 | 18 Dec, 2025 |
| James Shook | - | 0 | 825 | 18 Dec, 2025 |
| Ronald R Schmalzle | - | 0 | 825 | 26 Dec, 2024 |
| Kenneth A Phillips | - | 0 | 825 | 18 Dec, 2025 |
| Ronald R Schmalzle | - | 0 | 825 | 18 Dec, 2025 |
| Marissa S Nacinovich | - | 0 | 825 | 18 Dec, 2025 |
| Alexandra K Nolan | - | 0 | 825 | 18 Dec, 2025 |
| Ronald R Schmalzle | - | 0 | 825 | 18 Dec, 2025 |
| Jeffrey S Gifford | - | 0 | 825 | 18 Dec, 2025 |
| Ronald R Schmalzle | - | 0 | 825 | 26 Dec, 2024 |
| Ralph A Matergia | - | 0 | 825 | 18 Dec, 2025 |
| Meg L Hungerford | - | 0 | 825 | 18 Dec, 2025 |
| Kevin M Lamont | - | 0 | 825 | 12 Feb, 2026 |
| Andrew Forte | - | 0 | 825 | 18 Dec, 2025 |
| Kenneth A Phillips | - | 0 | 825 | 18 Dec, 2025 |
| Joseph W Adams | - | 0 | 700 | 14 Dec, 2023 |
| Marissa S Nacinovich | - | 439 | 0 | 14 Apr, 2026 |
| Marissa S Nacinovich | - | 394 | 0 | 13 Mar, 2026 |
| William W Jr Davis | Chairman Of The Board | 0 | 200 | 16 Dec, 2021 |
| James O Donnelly | President Ceo | 0 | 200 | 28 Jan, 2026 |
| Lewis J Critelli | Chairman Of The Board | 0 | 122 | 22 Jan, 2025 |
| Ralph A Matergia | - | 0 | 122 | 22 Jan, 2025 |
| Kevin M Lamont | - | 0 | 122 | 22 Jan, 2025 |
| Alexandra K Nolan | - | 0 | 122 | 22 Jan, 2025 |
| Alexandra K Nolan | - | 0 | 122 | 22 Jan, 2025 |
| Andrew Forte | - | 0 | 122 | 22 Jan, 2025 |
| Kenneth A Phillips | - | 0 | 122 | 22 Jan, 2025 |
| Meg L Hungerford | - | 0 | 122 | 22 Jan, 2025 |
| Kenneth A Phillips | - | 0 | 122 | 22 Jan, 2025 |
| Jeffrey S Gifford | - | 0 | 122 | 22 Jan, 2025 |
| Susan Campfield | - | 0 | 122 | 22 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Apr, 2026 | James Shook | Common Stock | A | 45 | $30.39 | 8,978 | D | A |
| 10 Apr, 2026 | Ralph A Matergia | Common Stock | A | 45 | $30.39 | 26,473 | D | A |
| 10 Apr, 2026 | Marissa S Nacinovich | Common Stock | A | 45 | $30.39 | 439 | D | A |
| 10 Apr, 2026 | Kevin M Lamont | Common Stock | A | 45 | $30.39 | 135,915 | D | A |
| 10 Apr, 2026 | Joseph W Carroll | Common Stock | A | 45 | $30.39 | 41,594 | D | A |
| 10 Apr, 2026 | Kenneth A Phillips | Common Stock | A | 45 | $30.39 | 15,760 | D | A |
| 10 Apr, 2026 | Andrew Forte | Common Stock | A | 55 | $30.39 | 12,117 | D | A |
| 10 Apr, 2026 | Spencer J Andress | Common Stock | A | 45 | $30.39 | 8,280 | D | A |
| 10 Apr, 2026 | Jeffrey S Gifford | Common Stock | A | 45 | $30.39 | 26,637 | D | A |
| 10 Apr, 2026 | Alexandra K Nolan | Common Stock | A | 45 | $30.39 | 2,761 | D | A |
| 10 Apr, 2026 | Ronald R Schmalzle | Common Stock | A | 45 | $30.39 | 9,345 | D | A |
| 10 Apr, 2026 | Meg L Hungerford | Common Stock | A | 45 | $30.39 | 6,198 | D | A |
| 11 Mar, 2026 | James Shook | Common Stock | A | 46 | $29.40 | 8,933 | D | A |
| 11 Mar, 2026 | Alexandra K Nolan | Common Stock | A | 46 | $29.40 | 2,716 | D | A |
| 11 Mar, 2026 | Spencer J Andress | Common Stock | A | 46 | $29.40 | 8,235 | D | A |
| 11 Mar, 2026 | Ronald R Schmalzle | Common Stock | A | 46 | $29.40 | 9,300 | D | A |
| 11 Mar, 2026 | Kenneth A Phillips | Common Stock | A | 46 | $29.40 | 15,715 | D | A |
| 11 Mar, 2026 | Marissa S Nacinovich | Common Stock | A | 46 | $29.40 | 394 | D | A |
| 11 Mar, 2026 | Joseph W Carroll | Common Stock | A | 46 | $29.40 | 41,549 | D | A |
| 11 Mar, 2026 | Ronald R Schmalzle | Common Stock | A | 46 | $29.40 | 9,300 | D | A |