| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David Zalman | Senior Chairman Ceo | 498,935 | 0 | 02 Jan, 2026 |
| David Zalman | Senior Chairman Ceo | 498,935 | 0 | 02 Jan, 2026 |
| James A Bouligny | - | 1,600 | 338,737 | 17 Jun, 2025 |
| Kevin J Hanigan | President Coo | 276,056 | 0 | 02 Jan, 2026 |
| H E Jr Timanus | Chairman | 232,729 | 0 | 02 Jan, 2026 |
| H E Jr Timanus | Chairman | 232,729 | 0 | 02 Jan, 2026 |
| Ned S Holmes | - | 78,415 | 136,793 | 09 Apr, 2026 |
| W.R. Collier | - | 204,820 | 4,782 | 02 Feb, 2024 |
| Perry Jr Mueller | - | 0 | 164,642 | 18 Feb, 2026 |
| Randy Hester | Executive Vice President | 138,034 | 0 | 02 Jan, 2026 |
| Robert H Steelhammer | - | 136,955 | 0 | 16 Apr, 2025 |
| Robert H Steelhammer | - | 136,955 | 0 | 16 Apr, 2025 |
| Harrison Ii Stafford | - | 107,937 | 0 | 04 Dec, 2025 |
| Harrison Ii Stafford | - | 107,937 | 0 | 04 Dec, 2025 |
| George A. Fisk | - | 90,811 | 400 | 28 Nov, 2022 |
| J. Mays Davenport | Evp/Director Of Corp Strategy | 78,480 | 0 | 02 Jan, 2026 |
| Edward Z Safady | Vice Chairman | 78,343 | 0 | 05 Jan, 2026 |
| Edward Z Safady | Vice Chairman | 78,343 | 0 | 05 Jan, 2026 |
| Charlotte M Rasche | Evp And General Counsel | 60,617 | 0 | 02 Jan, 2026 |
| Charlotte M Rasche | Evp And General Counsel | 60,617 | 0 | 02 Jan, 2026 |
| Bruce W Hunt | - | 44,445 | 0 | 20 Apr, 2022 |
| 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 |
| William T. Iv Luedke | - | 22,909 | 0 | 16 Apr, 2025 |
| Perry Jr Mueller | - | 16,825 | 0 | 16 Apr, 2025 |
| Leah Henderson | - | 8,075 | 0 | 11 Dec, 2025 |
| Leah Henderson | - | 0 | 5,301 | 14 Feb, 2024 |
| Laura Murillo | - | 4,500 | 0 | 16 Apr, 2025 |
| Ileana M Blanco | - | 4,500 | 0 | 16 Apr, 2025 |
| Leah Henderson | - | 0 | 2,637 | 02 Oct, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 08 Apr, 2026 | Ned S Holmes | Common Stock | D | 428 | $69.10 | 95,693 | I | S |
| 08 Apr, 2026 | Ned S Holmes | Common Stock | D | 11 | $68.14 | 41,189 | I | S |
| 08 Apr, 2026 | Ned S Holmes | Common Stock | D | 89 | $69.02 | 41,100 | I | S |
| 01 Apr, 2026 | Ned S Holmes | Common Stock | D | 500 | $67.80 | 78,915 | D | S |
| 01 Apr, 2026 | Ned S Holmes | Common Stock | D | 500 | $67.79 | 96,193 | I | S |
| 01 Apr, 2026 | Ned S Holmes | Common Stock | D | 100 | $67.78 | 41,200 | I | S |
| 25 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $66.25 | 79,415 | D | S |
| 25 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $66.25 | 96,693 | I | S |
| 25 Mar, 2026 | Ned S Holmes | Common Stock | D | 100 | $66.18 | 41,300 | I | S |
| 18 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $64.28 | 79,915 | D | S |
| 18 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $64.29 | 97,193 | I | S |
| 18 Mar, 2026 | Ned S Holmes | Common Stock | D | 100 | $64.30 | 41,400 | I | S |
| 11 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $66.00 | 80,415 | D | S |
| 11 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $65.97 | 97,693 | I | S |
| 11 Mar, 2026 | Ned S Holmes | Common Stock | D | 100 | $65.96 | 41,500 | I | S |
| 04 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $70.04 | 80,915 | D | S |
| 04 Mar, 2026 | Ned S Holmes | Common Stock | D | 500 | $70.03 | 98,193 | I | S |