| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Herbert C Buie | - | 389,288 | 0 | 05 Dec, 2025 |
| Hilliard J Shands | - | 0 | 204,229 | 01 Dec, 2022 |
| William Sheehy | - | 137,352 | 0 | 07 Dec, 2021 |
| Michael J Bosworth | - | 82,900 | 0 | 09 Mar, 2026 |
| Lee R Gibson | Chief Executive Officer | 57,473 | 0 | 18 Mar, 2026 |
| George H Iii Henderson | - | 48,830 | 0 | 10 Mar, 2025 |
| Hilliard J Shands | Regional President, Etr | 34,381 | 0 | 09 Mar, 2026 |
| John F Jr Sammons | - | 33,100 | 0 | 10 Mar, 2025 |
| Julie Shamburger | Cfo | 32,603 | 0 | 18 Mar, 2026 |
| Tony K Morgan | - | 32,520 | 0 | 10 Mar, 2025 |
| John Robert Garrett | - | 25,682 | 0 | 09 Mar, 2026 |
| Herbert C Buie | - | 0 | 23,451 | 03 Dec, 2025 |
| Susan Elaine Anderson | - | 0 | 23,143 | 27 Oct, 2022 |
| T L Jr Arnold | Cco | 22,517 | 0 | 18 Mar, 2026 |
| Preston L Smith | - | 20,496 | 0 | 09 Mar, 2026 |
| Keith Donahoe | President And Ceo | 20,383 | 0 | 09 Mar, 2026 |
| Donald W Thedford | - | 17,908 | 0 | 10 Mar, 2025 |
| Brian K Mccabe | Coo | 17,500 | 0 | 08 Sep, 2025 |
| Kirk A. Calhoun | - | 17,142 | 0 | 09 Mar, 2026 |
| James D Alfred | Rp Ctx | 14,496 | 0 | 07 Mar, 2022 |
| Suni M Davis | Chief Treasury Officer | 13,753 | 0 | 18 Mar, 2026 |
| Susan Elaine Anderson | - | 11,502 | 0 | 09 Mar, 2026 |
| Timothy F Alexander | Clo | 11,210 | 0 | 04 Mar, 2024 |
| Alton L. Frailey | - | 11,020 | 0 | 09 Mar, 2026 |
| Curtis Burchard | Chief Lending Officer | 8,770 | 0 | 09 Mar, 2026 |
| Anne Martinez | Cro | 8,499 | 0 | 09 Mar, 2026 |
| Shannon Dacus | - | 8,489 | 0 | 09 Mar, 2026 |
| Mark W Drennan | Regional President, Ntx | 6,252 | 0 | 10 Dec, 2024 |
| Patricia Ann Callan | - | 5,890 | 0 | 09 Mar, 2026 |
| John Mitchell Jr. Craddock | Chief Operating Officer | 5,510 | 0 | 09 Mar, 2026 |
| Jared C. Green | Regional President, Etx | 5,489 | 0 | 09 Mar, 2026 |
| Herbert C Buie | - | 0 | 5,000 | 08 May, 2023 |
| April Pinkley | Cao | 4,387 | 0 | 09 Mar, 2026 |
| Sherri Anthony | Chief Banking Officer | 4,359 | 0 | 09 Mar, 2026 |
| Lawrence Lazelle Anderson | - | 3,802 | 0 | 09 Mar, 2026 |
| Emily S Moore | Hr Director | 3,217 | 0 | 06 Sep, 2023 |
| Cindy Blackstone | Chief Retail Officer | 2,862 | 0 | 30 Jun, 2023 |
| John F Jr Sammons | - | 0 | 2,555 | 02 Nov, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 17 Mar, 2026 | Suni M Davis | Common Stock | A | 933 | $0.00 | 13,980 | D | A |
| 17 Mar, 2026 | Lee R Gibson | Common Stock | A | 4,082 | $0.00 | 58,466 | D | A |
| 17 Mar, 2026 | T L Jr Arnold | Common Stock | A | 1,328 | $0.00 | 22,839 | D | A |
| 17 Mar, 2026 | Julie Shamburger | Common Stock | A | 1,907 | $0.00 | 33,067 | D | A |
| 17 Mar, 2026 | Suni M Davis | Common Stock | D | 227 | $29.94 | 13,753 | D | F |
| 17 Mar, 2026 | T L Jr Arnold | Common Stock | D | 322 | $29.94 | 22,517 | D | F |
| 17 Mar, 2026 | Julie Shamburger | Common Stock | D | 464 | $29.94 | 32,603 | D | F |
| 17 Mar, 2026 | Lee R Gibson | Common Stock | D | 993 | $29.94 | 57,473 | D | F |
| 05 Mar, 2026 | Julie Shamburger | Common Stock | A | 73 | $0.00 | 31,160 | D | A |
| 05 Mar, 2026 | Patricia Ann Callan | Common Stock | A | 16 | $0.00 | 5,890 | D | A |
| 05 Mar, 2026 | John Robert Garrett | Common Stock | A | 16 | $0.00 | 25,682 | D | A |
| 05 Mar, 2026 | Michael J Bosworth | Common Stock | A | 24 | $0.00 | 82,900 | D | A |
| 05 Mar, 2026 | John Mitchell Jr. Craddock | Common Stock | A | 63 | $0.00 | 5,510 | D | A |
| 05 Mar, 2026 | Susan Elaine Anderson | Common Stock | A | 16 | $0.00 | 11,502 | D | A |
| 05 Mar, 2026 | Lee R Gibson | Common Stock | A | 82 | $0.00 | 54,384 | D | A |
| 05 Mar, 2026 | Alton L. Frailey | Common Stock | A | 126 | $0.00 | 11,020 | D | A |
| 05 Mar, 2026 | Keith Donahoe | Common Stock | A | 157 | $0.00 | 20,383 | D | A |
| 05 Mar, 2026 | Preston L Smith | Common Stock | A | 27 | $0.00 | 20,496 | D | A |
| 05 Mar, 2026 | Sherri Anthony | Common Stock | A | 33 | $0.00 | 4,359 | D | A |
| 05 Mar, 2026 | Suni M Davis | Common Stock | A | 42 | $0.00 | 13,047 | D | A |