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