Through the 90-day period concluding January 21, 2026, Ponce Financial's top three insider stakeholders include Executive Chairman Steven Tsavaris (516.49K shares), President & Ceo Carlos P Naudon (515.90K shares), Director James C. Demetriou (131.51K 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 | Common Stock | A | 5,000 | $0.00 | 32,077 | D | A |
| 04 Feb, 2025 | Ioannis Kouzilos | - | - | 32,077 | D | |||
| 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 | - | - | 3,918 | D | |||
| 04 Dec, 2024 | Madeline V. Marquez | Common Stock | D | 252 | $13.17 | 3,918 | D | F |
| 07 Dec, 2023 | Carlos P Naudon | Common Stock | A | 211,476 | $10.33 | 458,743 | D | A |
| 07 Dec, 2023 | Frank Perez | Common Stock | A | 2,500 | $10.33 | 50,173 | D | A |
| 07 Dec, 2023 | Nick R. Lugo | Common Stock | A | 28,530 | $10.33 | 127,555 | D | A |
| 07 Dec, 2023 | William Feldman | Common Stock | A | 28,530 | $10.33 | 87,810 | D | A |
| 07 Dec, 2023 | Julio Gurman | Common Stock | A | 28,530 | $10.33 | 74,653 | D | A |
| 07 Dec, 2023 | Steven Tsavaris | Common Stock | A | 211,476 | $10.33 | 516,491 | D | A |
| 07 Dec, 2023 | James C. Demetriou | Common Stock | A | 28,530 | $10.33 | 131,509 | D | A |
| 07 Dec, 2023 | Ioannis Kouzilos | Common Stock | A | 8,333 | $10.33 | 27,077 | D | A |
| 07 Dec, 2023 | Madeline V. Marquez | Common Stock | A | 1,666 | $10.33 | 4,170 | D | A |
| 07 Dec, 2023 | Maria Alvarez | Common Stock | A | 28,530 | $10.33 | 72,593 | D | A |
| 07 Dec, 2023 | Maria Alvarez | - | - | 72,593 | D | |||
| 07 Dec, 2023 | James Perez | Common Stock | A | 28,530 | $10.33 | 63,181 | D | A |