| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Adam C. Gagas | - | 0 | 148,664 | 04 Mar, 2026 |
| Lloyd Stemple | - | 69,070 | 0 | 12 Nov, 2021 |
| James A. Dowd | President And Ceo | 68,704 | 0 | 13 Mar, 2026 |
| Ronald Tascarella | Retired Executive Vice Pres. | 47,203 | 0 | 03 Mar, 2025 |
| John Funiciello | - | 40,537 | 0 | 05 May, 2023 |
| Walter Rusnak | Senior Vice President, Cfo | 39,199 | 0 | 14 Sep, 2023 |
| Daniel R Phillips | Senior Vice President | 38,270 | 0 | 21 Nov, 2024 |
| Walter Rusnak | Senior Vice President, Cfo | 0 | 36,000 | 12 Mar, 2024 |
| Adam C. Gagas | - | 35,588 | 0 | 13 Mar, 2026 |
| Thomas W Schneider | President And Ceo | 32,373 | 0 | 01 Dec, 2021 |
| Chris R Burritt | - | 31,691 | 0 | 05 May, 2023 |
| John F. Iii Sharkey | - | 31,538 | 0 | 16 Nov, 2021 |
| William A Barclay | - | 28,774 | 0 | 21 Nov, 2025 |
| George P Joyce | - | 24,689 | 0 | 02 Jun, 2023 |
| Justin K. Bigham | Senior Vice President, Cfo | 24,000 | 0 | 04 Feb, 2025 |
| William D O'Brien | Senior Vice President | 23,512 | 0 | 06 Mar, 2026 |
| David A. Ayoub | - | 20,798 | 0 | 13 Mar, 2026 |
| Robert G. Jr. Butkowski | Senior Vice President | 19,436 | 0 | 05 Feb, 2026 |
| David A. Ayoub | - | 0 | 19,188 | 06 Feb, 2026 |
| James A. Dowd | President And Ceo | 0 | 18,052 | 14 Mar, 2024 |
| Adam C. Gagas | - | 0 | 17,756 | 13 Feb, 2026 |
| Ronald G. Tascarella | Senior Vice President | 16,771 | 0 | 02 Mar, 2026 |
| Joseph F Serbun | Senior Vice President | 16,000 | 0 | 04 Feb, 2025 |
| Robert G. Jr. Butkowski | Senior Vice President | 0 | 14,291 | 07 Mar, 2024 |
| George P Joyce | - | 0 | 13,731 | 07 Dec, 2023 |
| Joseph Paul Mcmanus | Senior Vice President | 11,000 | 0 | 04 Feb, 2025 |
| Joseph Polniak | Fvp, General Counsel | 8,000 | 0 | 01 Apr, 2026 |
| Eric Allyn | - | 0 | 6,124 | 09 Dec, 2024 |
| Meghan Crawford-Hamlin | - | 1,000 | 0 | 12 Mar, 2024 |
| Calvin Corriders | First Vice President | 666 | 0 | 17 Aug, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Joseph Polniak | Common Stock | A | 8,000 | $0.00 | 8,000 | D | A |
| 13 Mar, 2026 | Adam C. Gagas | Common Stock | A | 8,787 | $11.35 | 35,588 | D | M |
| 12 Mar, 2026 | David A. Ayoub | Common Stock | A | 8,787 | $11.35 | 20,798 | D | M |
| 13 Mar, 2026 | James A. Dowd | Common Stock | A | 6,000 | $11.35 | 68,704 | D | M |
| 12 Mar, 2026 | David A. Ayoub | Stock Options | D | 8,787 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | Adam C. Gagas | Stock Options | D | 8,787 | $0.00 | 0 | D | M |
| 13 Mar, 2026 | James A. Dowd | Stock Options | D | 6,000 | $0.00 | 2,816 | D | M |
| 05 Mar, 2026 | William D O'Brien | Common Stock | A | 3,647 | $10.81 | 23,512 | D | M |
| 05 Mar, 2026 | William D O'Brien | Stock Options | D | 3,647 | $0.00 | 0 | D | M |
| 03 Mar, 2026 | Adam C. Gagas | Common Stock | D | 1,000 | $0.00 | 148,664 | I | G |
| 27 Feb, 2026 | Ronald G. Tascarella | Common Stock | A | 2,109 | $11.35 | 18,636 | D | M |
| 27 Feb, 2026 | Ronald G. Tascarella | Common Stock | D | 1,865 | $13.42 | 16,771 | D | M |
| 27 Feb, 2026 | Ronald G. Tascarella | Stock Options | D | 2,109 | $0.00 | 0 | D | M |
| 12 Feb, 2026 | Adam C. Gagas | Common Stock | A | 6 | $13.50 | 15,806 | I | P |
| 13 Feb, 2026 | Adam C. Gagas | Common Stock | A | 1,950 | $13.75 | 17,756 | I | P |
| 04 Feb, 2026 | David A. Ayoub | Common Stock | A | 425 | $12.83 | 19,188 | I | P |
| 03 Feb, 2026 | Robert G. Jr. Butkowski | Common Stock | A | 2,636 | $11.35 | 19,436 | D | M |
| 04 Feb, 2026 | William D O'Brien | Common Stock | A | 5,000 | $10.81 | 19,865 | D | M |
| 04 Feb, 2026 | William D O'Brien | Stock Options | D | 5,000 | $0.00 | 3,647 | D | M |
| 03 Feb, 2026 | Robert G. Jr. Butkowski | Stock Options | D | 2,636 | $0.00 | 0 | D | M |