| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Herbert C Buie | - | 389,288 | 0 | 05 Dec, 2025 |
| Lee R Gibson | Chief Executive Officer | 57,473 | 0 | 18 Mar, 2026 |
| Julie Shamburger | Cfo | 32,603 | 0 | 18 Mar, 2026 |
| William Sheehy | - | 137,352 | 0 | 07 Dec, 2021 |
| John Robert Garrett | - | 25,682 | 0 | 09 Mar, 2026 |
| Donald W Thedford | - | 17,908 | 0 | 10 Mar, 2025 |
| Preston L Smith | - | 20,496 | 0 | 09 Mar, 2026 |
| T L Jr Arnold | Cco | 22,517 | 0 | 18 Mar, 2026 |
| John F Jr Sammons | - | 33,100 | 0 | 10 Mar, 2025 |
| Lawrence Lazelle Anderson | - | 3,802 | 0 | 09 Mar, 2026 |
| April Pinkley | Cao | 4,387 | 0 | 09 Mar, 2026 |
| Brian K Mccabe | Coo | 17,500 | 0 | 08 Sep, 2025 |
| Susan Elaine Anderson | - | 0 | 23,143 | 27 Oct, 2022 |
| Patricia Ann Callan | - | 5,890 | 0 | 09 Mar, 2026 |
| Timothy F Alexander | Clo | 11,210 | 0 | 04 Mar, 2024 |
| Michael J Bosworth | - | 82,900 | 0 | 09 Mar, 2026 |
| Tony K Morgan | - | 32,520 | 0 | 10 Mar, 2025 |
| Hilliard J Shands | - | 0 | 204,229 | 01 Dec, 2022 |
| Suni M Davis | Chief Treasury Officer | 13,753 | 0 | 18 Mar, 2026 |
| Mark W Drennan | Regional President, Ntx | 6,252 | 0 | 10 Dec, 2024 |
| James D Alfred | Rp Ctx | 14,496 | 0 | 07 Mar, 2022 |
| Emily S Moore | Hr Director | 3,217 | 0 | 06 Sep, 2023 |
| George H Iii Henderson | - | 48,830 | 0 | 10 Mar, 2025 |
| Jared C. Green | Regional President, Etx | 5,489 | 0 | 09 Mar, 2026 |
| Shannon Dacus | - | 8,489 | 0 | 09 Mar, 2026 |
| Cindy Blackstone | Chief Retail Officer | 2,862 | 0 | 30 Jun, 2023 |
| Alton L. Frailey | - | 11,020 | 0 | 09 Mar, 2026 |
| Keith Donahoe | President And Ceo | 20,383 | 0 | 09 Mar, 2026 |
| Sherri Anthony | Chief Banking Officer | 4,359 | 0 | 09 Mar, 2026 |
| Curtis Burchard | Chief Lending Officer | 8,770 | 0 | 09 Mar, 2026 |
| Kirk A. Calhoun | - | 17,142 | 0 | 09 Mar, 2026 |
| Anne Martinez | Cro | 8,499 | 0 | 09 Mar, 2026 |
| John Mitchell Jr. Craddock | Chief Operating Officer | 5,510 | 0 | 09 Mar, 2026 |
* 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 | Julie Shamburger | Common Stock | A | 1,907 | $0.00 | 33,067 | D | A |
| 17 Mar, 2026 | Suni M Davis | Common Stock | A | 933 | $0.00 | 13,980 | D | A |
| 17 Mar, 2026 | T L Jr Arnold | Common Stock | A | 1,328 | $0.00 | 22,839 | D | A |
| 17 Mar, 2026 | Lee R Gibson | Common Stock | A | 4,082 | $0.00 | 58,466 | D | A |
| 17 Mar, 2026 | Suni M Davis | Common Stock | D | 227 | $29.94 | 13,753 | 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 |
| 17 Mar, 2026 | T L Jr Arnold | Common Stock | D | 322 | $29.94 | 22,517 | D | F |
| 05 Mar, 2026 | Hilliard J Shands | Common Stock | A | 16 | $0.00 | 34,381 | D | A |
| 05 Mar, 2026 | Sherri Anthony | Common Stock | A | 33 | $0.00 | 4,359 | D | A |
| 05 Mar, 2026 | T L Jr Arnold | Common Stock | A | 55 | $0.00 | 21,511 | D | A |
| 05 Mar, 2026 | John Mitchell Jr. Craddock | Common Stock | A | 63 | $0.00 | 5,510 | D | A |
| 05 Mar, 2026 | John Robert Garrett | Common Stock | A | 16 | $0.00 | 25,682 | D | A |
| 05 Mar, 2026 | Lee R Gibson | Common Stock | A | 82 | $0.00 | 54,384 | D | A |
| 05 Mar, 2026 | Patricia Ann Callan | Common Stock | A | 16 | $0.00 | 5,890 | D | A |
| 05 Mar, 2026 | Keith Donahoe | Common Stock | A | 157 | $0.00 | 20,383 | D | A |
| 05 Mar, 2026 | Susan Elaine Anderson | Common Stock | A | 16 | $0.00 | 11,502 | D | A |
| 05 Mar, 2026 | Alton L. Frailey | Common Stock | A | 126 | $0.00 | 11,020 | D | A |
| 05 Mar, 2026 | Julie Shamburger | Common Stock | A | 73 | $0.00 | 31,160 | D | A |
| 05 Mar, 2026 | Suni M Davis | Common Stock | A | 42 | $0.00 | 13,047 | D | A |