| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James A. Dowd | President And Ceo | 68,704 | 0 | 13 Mar, 2026 |
| Chris R Burritt | - | 31,691 | 0 | 05 May, 2023 |
| Thomas W Schneider | President And Ceo | 32,373 | 0 | 01 Dec, 2021 |
| George P Joyce | - | 24,689 | 0 | 02 Jun, 2023 |
| Ronald Tascarella | Retired Executive Vice Pres. | 47,203 | 0 | 03 Mar, 2025 |
| Lloyd Stemple | - | 69,070 | 0 | 12 Nov, 2021 |
| William A Barclay | - | 28,774 | 0 | 21 Nov, 2025 |
| John Funiciello | - | 40,537 | 0 | 05 May, 2023 |
| David A. Ayoub | - | 20,798 | 0 | 13 Mar, 2026 |
| Daniel R Phillips | Senior Vice President | 38,270 | 0 | 21 Nov, 2024 |
| John F. Iii Sharkey | - | 31,538 | 0 | 16 Nov, 2021 |
| Adam C. Gagas | - | 0 | 166,420 | 04 Mar, 2026 |
| Walter Rusnak | Senior Vice President, Cfo | 39,199 | 0 | 14 Sep, 2023 |
| Calvin Corriders | First Vice President | 666 | 0 | 17 Aug, 2023 |
| William D O'Brien | Senior Vice President | 23,512 | 0 | 06 Mar, 2026 |
| Robert G. Jr. Butkowski | Senior Vice President | 19,436 | 0 | 05 Feb, 2026 |
| Joseph F Serbun | Senior Vice President | 16,000 | 0 | 04 Feb, 2025 |
| Justin K. Bigham | Senior Vice President, Cfo | 24,000 | 0 | 04 Feb, 2025 |
| Ronald G. Tascarella | Senior Vice President | 16,771 | 0 | 02 Mar, 2026 |
| Eric Allyn | - | 0 | 6,124 | 09 Dec, 2024 |
| Meghan Crawford-Hamlin | - | 1,000 | 0 | 12 Mar, 2024 |
| Joseph Paul Mcmanus | Senior Vice President | 11,000 | 0 | 04 Feb, 2025 |
| Joseph Polniak | Fvp, General Counsel | 8,000 | 0 | 01 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Joseph Polniak | Common Stock | A | 8,000 | $0.00 | 8,000 | D | A |
| 31 Mar, 2026 | Joseph Polniak | Common Stock | A | 8,000 | $0.00 | 8,000 | D | A |
| 31 Mar, 2026 | Joseph Polniak | Common Stock | A | 8,000 | $0.00 | 8,000 | D | A |
| 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 |
| 13 Mar, 2026 | Adam C. Gagas | Common Stock | A | 8,787 | $11.35 | 35,588 | D | M |
| 13 Mar, 2026 | James A. Dowd | Stock Options | D | 6,000 | $0.00 | 2,816 | D | M |
| 13 Mar, 2026 | Adam C. Gagas | Stock Options | D | 8,787 | $0.00 | 0 | D | M |
| 12 Mar, 2026 | David A. Ayoub | Stock Options | D | 8,787 | $0.00 | 0 | 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 | A | 2,109 | $11.35 | 18,636 | D | M |
| 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 | Common Stock | D | 1,865 | $13.42 | 16,771 | 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 |
| 27 Feb, 2026 | Ronald G. Tascarella | Stock Options | D | 2,109 | $0.00 | 0 | D | M |