| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James E. Jr. Davison | - | 673,430 | 0 | 21 May, 2025 |
| Michael Aubrey Jones | - | 211,012 | 0 | 29 Aug, 2025 |
| Drake Mills | Chairman, President And Ceo | 167,700 | 0 | 24 Feb, 2026 |
| Gary E. Luffey | - | 160,618 | 0 | 29 Oct, 2025 |
| Lori Sirman | - | 86,683 | 0 | 19 Feb, 2025 |
| Jay Dyer | - | 0 | 77,208 | 03 Aug, 2022 |
| Steven Lewis Taylor | - | 55,881 | 0 | 21 May, 2024 |
| Preston Moore | Chief Credit Banking Officer | 55,684 | 0 | 24 Feb, 2026 |
| Jay Dyer | - | 49,525 | 0 | 21 May, 2024 |
| James Samuel Jr. D'Agostino | - | 47,917 | 0 | 29 Oct, 2025 |
| Martin Lance Hall | Obk Coo, Origin Bank Presceo | 31,399 | 0 | 24 Feb, 2026 |
| Lori Sirman | - | 0 | 28,722 | 03 Aug, 2022 |
| Jim Crotwell | Chief Risk Officer | 0 | 24,475 | 29 Oct, 2025 |
| Stephen H Brolly | Chief Accounting Officer | 23,119 | 0 | 24 Feb, 2026 |
| Derek Mcgee | Chief Legal Counsel | 19,102 | 0 | 24 Feb, 2026 |
| Willliam J Iv Wallace | Chief Financial Officer | 15,874 | 0 | 24 Feb, 2026 |
| Cecil W. Jones | - | 12,709 | 0 | 04 Nov, 2025 |
| Jim Crotwell | Chief Risk Officer | 12,005 | 0 | 24 Feb, 2026 |
| Elizabeth E. Solender | - | 11,669 | 0 | 21 May, 2024 |
| Farrell J. Malone | - | 11,367 | 0 | 21 May, 2024 |
| Richard J. Jr. Gallot | - | 9,470 | 0 | 21 May, 2025 |
| Stacey W Goff | - | 8,752 | 0 | 21 May, 2025 |
| Meryl Kennedy Farr | - | 6,388 | 0 | 21 May, 2025 |
| Andrea La'Verne Edney | - | 6,388 | 0 | 21 May, 2025 |
| Daniel Chu | - | 5,459 | 0 | 21 May, 2025 |
| Drake Mills | Chairman, President And Ceo | 0 | 3,866 | 29 Oct, 2025 |
| Preston Moore | Chief Credit Banking Officer | 0 | 2,500 | 29 Oct, 2025 |
| Derek Mcgee | Chief Legal Counsel | 0 | 1,467 | 29 Oct, 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 |
|---|---|---|---|---|---|---|---|---|
| 20 Feb, 2026 | Drake Mills | Common Stock | A | 4,232 | - | 169,461 | D | M |
| 20 Feb, 2026 | Willliam J Iv Wallace | Common Stock | A | 802 | - | 16,151 | D | M |
| 20 Feb, 2026 | Martin Lance Hall | Common Stock | A | 1,266 | - | 31,963 | D | M |
| 20 Feb, 2026 | Derek Mcgee | Common Stock | A | 1,003 | - | 19,438 | D | M |
| 20 Feb, 2026 | Jim Crotwell | Common Stock | A | 718 | - | 12,234 | D | M |
| 20 Feb, 2026 | Preston Moore | Common Stock | A | 802 | - | 55,684 | D | M |
| 20 Feb, 2026 | Stephen H Brolly | Common Stock | A | 702 | - | 23,428 | D | M |
| 20 Feb, 2026 | Stephen H Brolly | Common Stock | D | 309 | $43.97 | 23,119 | D | F |
| 20 Feb, 2026 | Derek Mcgee | Common Stock | D | 336 | $43.97 | 19,102 | D | F |
| 20 Feb, 2026 | Martin Lance Hall | Common Stock | D | 564 | $43.97 | 31,399 | D | F |
| 20 Feb, 2026 | Willliam J Iv Wallace | Common Stock | D | 277 | $43.97 | 15,874 | D | F |
| 20 Feb, 2026 | Jim Crotwell | Common Stock | D | 229 | $43.97 | 12,005 | D | F |
| 20 Feb, 2026 | Drake Mills | Common Stock | D | 1,761 | $43.97 | 167,700 | D | F |
| 20 Feb, 2026 | Preston Moore | Restricted Stock Units | D | 802 | $0.00 | 1,604 | D | M |
| 20 Feb, 2026 | Stephen H Brolly | Restricted Stock Units | D | 702 | $0.00 | 1,403 | D | M |
| 20 Feb, 2026 | Martin Lance Hall | Restricted Stock Units | D | 1,266 | $0.00 | 2,532 | D | M |
| 20 Feb, 2026 | Willliam J Iv Wallace | Restricted Stock Units | D | 802 | $0.00 | 1,604 | D | M |
| 20 Feb, 2026 | Derek Mcgee | Restricted Stock Units | D | 1,003 | $0.00 | 2,004 | D | M |
| 20 Feb, 2026 | Drake Mills | Restricted Stock Units | D | 4,232 | $0.00 | 8,464 | D | M |
| 20 Feb, 2026 | Martin Lance Hall | Restricted Stock Units | A | 4,094 | $0.00 | 4,094 | D | A |