| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Edward Robinson Mcgraw | Cob Exec Chair | 243,743 | 0 | 23 Apr, 2025 |
| Kevin D Chapman | President And Ceo | 201,882 | 0 | 23 Mar, 2026 |
| C Mitchell Waycaster | Executive Vice Chairman | 195,939 | 0 | 23 Mar, 2026 |
| Michael D Shmerling | - | 165,178 | 0 | 27 Apr, 2022 |
| James Scott Cochran | Executive Vice President | 125,040 | 0 | 23 Mar, 2026 |
| M Ray Jr Cole | Sevp And Executive Advisor | 114,702 | 0 | 01 Apr, 2026 |
| James C. Iv Mabry | Evp And Cfo | 97,786 | 0 | 23 Mar, 2026 |
| Curtis J Perry | Evp | 91,475 | 0 | 23 Mar, 2026 |
| Ted E Parker | - | 90,503 | 0 | 23 Apr, 2025 |
| Neal A Jr Holland | - | 75,940 | 0 | 23 Apr, 2025 |
| William Mark Williams | Executive Vice President | 62,863 | 0 | 04 Jan, 2023 |
| David Meredith | Executive Vice President | 61,513 | 0 | 23 Mar, 2026 |
| Mark Jeanfreau | Evp/General Counsel | 60,173 | 0 | 23 Mar, 2026 |
| Richard Heyer | - | 50,923 | 0 | 23 Apr, 2025 |
| John Foy | - | 39,731 | 0 | 23 Apr, 2025 |
| Albert J Iii Dale | - | 39,665 | 0 | 23 Apr, 2025 |
| Tracey Morant Adams | Executive Vice President | 29,181 | 0 | 04 Jan, 2023 |
| John Creekmore | - | 26,639 | 0 | 23 Apr, 2025 |
| Jill V Deer | - | 22,942 | 0 | 23 Apr, 2025 |
| Donald Jr Clark | - | 18,761 | 0 | 23 Apr, 2025 |
| Kelly Hutcheson | Evp/Chief Accounting Officer | 16,728 | 0 | 05 Mar, 2026 |
| Jimmy R. Iii Baxter | Evp/Chief Risk Officer | 15,488 | 0 | 04 Jan, 2023 |
| Connie L Engel | - | 14,287 | 0 | 23 Apr, 2025 |
| Sean M. Suggs | - | 13,867 | 0 | 23 Apr, 2025 |
| Gary D. Butler | - | 12,948 | 0 | 23 Apr, 2025 |
| Jonathan A Levy | - | 0 | 12,025 | 01 Apr, 2025 |
| Jonathan A Levy | - | 10,286 | 0 | 12 Nov, 2025 |
| Diana Renee Moore | - | 9,846 | 0 | 23 Apr, 2025 |
| Rose J. Flenorl | - | 7,345 | 0 | 23 Apr, 2025 |
| M Ray Jr Cole | Sevp And Executive Advisor | 0 | 6,428 | 01 Apr, 2025 |
| Ted E Parker | - | 0 | 4,455 | 01 Apr, 2025 |
| M Ray Jr Cole | Sevp And Executive Advisor | 0 | 2,875 | 13 Nov, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | M Ray Jr Cole | Common Stock | A | 14,531 | $0.00 | 114,702 | D | A |
| 31 Mar, 2026 | Sean M. Suggs | Phantom Stock | A | 233 | $37.62 | 11,615 | D | A |
| 19 Mar, 2026 | James C. Iv Mabry | Common Stock | D | 2,279 | $0.00 | 103,058 | D | D |
| 19 Mar, 2026 | James Scott Cochran | Common Stock | D | 2,279 | $0.00 | 129,026 | D | D |
| 19 Mar, 2026 | David Meredith | Common Stock | D | 1,697 | $0.00 | 64,514 | D | D |
| 19 Mar, 2026 | Mark Jeanfreau | Common Stock | D | 1,697 | $0.00 | 63,475 | D | D |
| 19 Mar, 2026 | C Mitchell Waycaster | Common Stock | D | 5,854 | $0.00 | 206,797 | D | D |
| 19 Mar, 2026 | Kevin D Chapman | Common Stock | D | 3,816 | $0.00 | 209,254 | D | D |
| 19 Mar, 2026 | Curtis J Perry | Common Stock | D | 2,279 | $0.00 | 95,771 | D | D |
| 19 Mar, 2026 | Kevin D Chapman | Common Stock | D | 7,372 | $34.39 | 201,882 | D | F |
| 19 Mar, 2026 | James Scott Cochran | Common Stock | D | 3,986 | $34.39 | 125,040 | D | F |
| 19 Mar, 2026 | Curtis J Perry | Common Stock | D | 4,296 | $34.39 | 91,475 | D | F |
| 19 Mar, 2026 | David Meredith | Common Stock | D | 3,001 | $34.39 | 61,513 | D | F |
| 19 Mar, 2026 | C Mitchell Waycaster | Common Stock | D | 10,858 | $34.39 | 195,939 | D | F |
| 19 Mar, 2026 | Mark Jeanfreau | Common Stock | D | 3,302 | $34.39 | 60,173 | D | F |
| 19 Mar, 2026 | James C. Iv Mabry | Common Stock | D | 5,272 | $34.39 | 97,786 | D | F |
| 04 Mar, 2026 | Kelly Hutcheson | Common Stock | D | 1,350 | $38.65 | 16,728 | D | S |
| 13 Feb, 2026 | M Ray Jr Cole | Common Stock | D | 17,778 | $40.63 | 101,333 | D | S |
| 13 Feb, 2026 | M Ray Jr Cole | Common Stock | D | 1,162 | $40.63 | 100,171 | D | S |
| 13 Feb, 2026 | M Ray Jr Cole | Common Stock | D | 1,060 | $40.63 | 0 | I | S |