Through the 90-day period concluding December 31, 2025, Ponce Financial Group's top three insider stakeholders include Senior Vice President Michael J. Lagoudis (18.88K shares), Chief External Affairs Officer Madeline V. Marquez (3.68K shares), Chief Relationship Officer David Rodriguez (3.11K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Steven Tsavaris | Executive Chairman | 516,491 | 11 Dec, 2023 |
| Carlos P Naudon | President & Ceo | 515,902 | 11 Dec, 2023 |
| James C. Demetriou | 131,509 | 11 Dec, 2023 | |
| Nick R. Lugo | 127,555 | 11 Dec, 2023 | |
| William Feldman | 87,810 | 11 Dec, 2023 | |
| Julio Gurman | 74,653 | 11 Dec, 2023 | |
| Maria Alvarez | 72,593 | 11 Dec, 2023 | |
| James Perez | 63,181 | 11 Dec, 2023 | |
| Frank Perez | Chief Investorrelationsofficer | 50,173 | 11 Dec, 2023 |
| Sergio Javier Vaccaro | Chief Financial Officer | 50,000 | 06 Feb, 2025 |
| Ioannis Kouzilos | Evp & Chief Lending Officer | 32,077 | 06 Feb, 2025 |
| Luis Gerardo Jr. Gonzalez | Chief Operating Officer | 25,252 | 06 Feb, 2025 |
| Michael J. Lagoudis | Senior Vice President | 18,876 | 27 Jul, 2023 |
| Madeline V. Marquez | Chief External Affairs Officer | 3,676 | 10 Dec, 2025 |
| David Rodriguez | Chief Relationship Officer | 3,111 | 08 Dec, 2022 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 07 Dec, 2025 | Madeline V. Marquez | Common Stock | D | 121 | $15.72 | 3,676 | D | F |
| 04 Feb, 2025 | Ioannis Kouzilos | - | - | 32,077 | D | |||
| 04 Feb, 2025 | Ioannis Kouzilos | Common Stock | A | 5,000 | $0.00 | 32,077 | D | A |
| 04 Feb, 2025 | Luis Gerardo Jr. Gonzalez | Common Stock | A | 5,000 | $0.00 | 25,252 | D | A |
| 04 Feb, 2025 | Sergio Javier Vaccaro | Common Stock | A | 5,000 | $0.00 | 50,000 | D | A |
| 09 Dec, 2024 | Madeline V. Marquez | Common Stock | D | 121 | $12.98 | 3,797 | D | F |
| 04 Dec, 2024 | Madeline V. Marquez | Common Stock | D | 252 | $13.17 | 3,918 | D | F |
| 04 Dec, 2024 | Madeline V. Marquez | - | - | 3,918 | D | |||
| 07 Dec, 2023 | Sergio Javier Vaccaro | Common Stock | A | 35,000 | $10.33 | 45,000 | D | A |
| 07 Dec, 2023 | Nick R. Lugo | Common Stock | A | 28,530 | $10.33 | 127,555 | D | A |
| 07 Dec, 2023 | Ioannis Kouzilos | Common Stock | A | 8,333 | $10.33 | 27,077 | D | A |
| 07 Dec, 2023 | Maria Alvarez | Common Stock | A | 28,530 | $10.33 | 72,593 | D | A |
| 07 Dec, 2023 | William Feldman | Common Stock | A | 28,530 | $10.33 | 87,810 | D | A |
| 07 Dec, 2023 | Carlos P Naudon | Common Stock | A | 211,476 | $10.33 | 458,743 | D | A |
| 07 Dec, 2023 | Carlos P Naudon | - | - | 458,743 | D | |||
| 07 Dec, 2023 | James C. Demetriou | Common Stock | A | 28,530 | $10.33 | 131,509 | D | A |
| 07 Dec, 2023 | James Perez | Common Stock | A | 28,530 | $10.33 | 63,181 | D | A |
| 07 Dec, 2023 | Julio Gurman | Common Stock | A | 28,530 | $10.33 | 74,653 | D | A |
| 07 Dec, 2023 | Madeline V. Marquez | Common Stock | A | 1,666 | $10.33 | 4,170 | D | A |
| 07 Dec, 2023 | Frank Perez | Common Stock | A | 2,500 | $10.33 | 50,173 | D | A |