| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David Zalman | Senior Chairman Ceo | 498,935 | 0 | 02 Jan, 2026 |
| Ned S Holmes | - | 79,115 | 135,593 | 23 Apr, 2026 |
| H E Jr Timanus | Chairman | 232,729 | 0 | 02 Jan, 2026 |
| Edward Z Safady | Vice Chairman | 78,343 | 0 | 05 Jan, 2026 |
| James A Bouligny | - | 1,600 | 338,737 | 17 Jun, 2025 |
| Perry Jr Mueller | - | 0 | 164,642 | 18 Feb, 2026 |
| Harrison Ii Stafford | - | 109,637 | 0 | 22 Apr, 2026 |
| Robert H Steelhammer | - | 138,655 | 0 | 22 Apr, 2026 |
| Bruce W Hunt | - | 44,445 | 0 | 20 Apr, 2022 |
| Leah Henderson | - | 9,775 | 0 | 22 Apr, 2026 |
| Kevin J Hanigan | President Coo | 276,056 | 0 | 02 Jan, 2026 |
| Charlotte M Rasche | Evp And General Counsel | 60,617 | 0 | 02 Jan, 2026 |
| W.R. Collier | - | 204,820 | 4,782 | 02 Feb, 2024 |
| Randy Hester | Executive Vice President | 138,034 | 0 | 02 Jan, 2026 |
| William T. Iv Luedke | - | 24,609 | 0 | 22 Apr, 2026 |
| George A. Fisk | - | 90,811 | 400 | 28 Nov, 2022 |
| J. Mays Davenport | Evp/Director Of Corp Strategy | 78,480 | 0 | 02 Jan, 2026 |
| L. Jack Lord | - | 34,125 | 0 | 16 Apr, 2025 |
| Robert J. Dowdell | Executive Vice President | 31,543 | 0 | 02 Jan, 2026 |
| Asylbek Osmonov | Cfo | 26,861 | 0 | 02 Jan, 2026 |
| Ileana M Blanco | - | 6,200 | 0 | 22 Apr, 2026 |
| Laura Murillo | - | 6,200 | 0 | 22 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Apr, 2026 | Ned S Holmes | Common Stock | D | 500 | $69.86 | 79,115 | D | S |
| 22 Apr, 2026 | Ned S Holmes | Common Stock | D | 500 | $69.85 | 94,693 | I | S |
| 22 Apr, 2026 | Ned S Holmes | Common Stock | D | 100 | $69.86 | 40,900 | I | S |
| 21 Apr, 2026 | Harrison Ii Stafford | Common Stock | A | 1,700 | $0.00 | 109,637 | D | A |
| 21 Apr, 2026 | Ileana M Blanco | Common Stock | A | 1,700 | $0.00 | 6,200 | D | A |
| 21 Apr, 2026 | Robert H Steelhammer | Common Stock | A | 1,700 | $0.00 | 138,655 | D | A |
| 21 Apr, 2026 | Laura Murillo | Common Stock | A | 1,700 | $0.00 | 6,200 | D | A |
| 21 Apr, 2026 | Ned S Holmes | Common Stock | A | 1,700 | $0.00 | 79,615 | D | A |
| 21 Apr, 2026 | Robert H Steelhammer | Common Stock | A | 1,700 | $0.00 | 138,655 | D | A |
| 21 Apr, 2026 | Leah Henderson | Common Stock | A | 1,700 | $0.00 | 9,775 | D | A |
| 21 Apr, 2026 | William T. Iv Luedke | Common Stock | A | 1,700 | $0.00 | 24,609 | D | A |
| 21 Apr, 2026 | Robert H Steelhammer | Common Stock | A | 1,700 | $0.00 | 138,655 | D | A |
| 15 Apr, 2026 | Ned S Holmes | Common Stock | D | 43 | $68.07 | 78,372 | D | S |
| 15 Apr, 2026 | Ned S Holmes | Common Stock | D | 457 | $68.77 | 77,915 | D | S |
| 15 Apr, 2026 | Ned S Holmes | Common Stock | D | 500 | $68.73 | 95,193 | I | S |
| 15 Apr, 2026 | Ned S Holmes | Common Stock | D | 10 | $68.12 | 41,090 | I | S |
| 15 Apr, 2026 | Ned S Holmes | Common Stock | D | 90 | $68.76 | 41,000 | I | S |
| 08 Apr, 2026 | Ned S Holmes | Common Stock | D | 34 | $68.23 | 78,881 | D | S |
| 08 Apr, 2026 | Ned S Holmes | Common Stock | D | 466 | $69.05 | 78,415 | D | S |
| 08 Apr, 2026 | Ned S Holmes | Common Stock | D | 72 | $68.24 | 96,121 | I | S |