| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James J Filler | - | 1,377,500 | 0 | 21 May, 2025 |
| Thomas A Broughton | Chairman, President, Ceo | 604,822 | 0 | 11 Feb, 2026 |
| Michael D. Fuller | - | 415,735 | 0 | 10 May, 2022 |
| Hatton C.V. Smith | - | 411,362 | 0 | 21 May, 2025 |
| J. Richard Cashio | - | 397,825 | 0 | 24 Mar, 2026 |
| Rodney Eldon Rushing | Coo, Evp | 308,426 | 0 | 11 Feb, 2026 |
| William M Foshee | Cfo, Evp | 266,951 | 0 | 31 Jan, 2024 |
| Rodney Eldon Rushing | Coo, Evp | 0 | 136,000 | 20 Sep, 2024 |
| Rodney Eldon Rushing | Evp, Coo | 0 | 100,000 | 16 Nov, 2021 |
| J. Richard Cashio | - | 0 | 98,700 | 19 Dec, 2025 |
| Thomas A Broughton | Chairman, President, Ceo | 0 | 55,138 | 16 Mar, 2023 |
| Thomas A Broughton | Chairman, President, And Ceo | 0 | 54,986 | 25 Oct, 2022 |
| Irma Loya Tuder | - | 0 | 43,215 | 25 Apr, 2023 |
| Christopher J Mettler | - | 18,220 | 0 | 21 May, 2025 |
| Irma Loya Tuder | - | 0 | 14,586 | 15 Dec, 2023 |
| Irma Loya Tuder | - | 13,348 | 0 | 13 Mar, 2026 |
| Kirk Pressley | Evp, Strategic Planning | 11,371 | 0 | 31 Jan, 2024 |
| Henry Fulbrook Abbott | Chief Credit Officer, Svp | 9,201 | 0 | 20 Feb, 2025 |
| Elizabeth Bugg Holloway | - | 5,873 | 0 | 21 May, 2025 |
| David Anthony Sparacio | Cfo, Evp | 5,000 | 0 | 05 Mar, 2025 |
| James Hannon Harper | Cco, Svp | 4,000 | 0 | 22 Jan, 2026 |
| Thomas A Broughton | Chairman, President, Ceo | 0 | 2,775 | 08 May, 2023 |
| James J Filler | - | 0 | 2,500 | 15 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Mar, 2026 | J. Richard Cashio | Common Stock | D | 42,000 | $74.50 | 397,825 | D | S |
| 12 Mar, 2026 | Irma Loya Tuder | Common Stock | A | 8,000 | $35.65 | 13,348 | D | M |
| 12 Mar, 2026 | Irma Loya Tuder | Stock Option (Right to Buy) | D | 8,000 | $35.65 | 17,000 | D | M |
| 09 Feb, 2026 | Thomas A Broughton | Common Stock | A | 6,018 | $0.00 | 604,822 | D | A |
| 09 Feb, 2026 | Rodney Eldon Rushing | Common Stock | A | 1,801 | $0.00 | 308,426 | D | A |
| 20 Jan, 2026 | Rodney Eldon Rushing | Common Stock | A | 1,700 | $0.00 | 306,625 | D | A |
| 20 Jan, 2026 | Thomas A Broughton | Common Stock | A | 6,500 | $0.00 | 598,804 | D | A |
| 20 Jan, 2026 | James Hannon Harper | Common Stock | A | 1,000 | $0.00 | 4,000 | D | A |
| 19 Dec, 2025 | J. Richard Cashio | Common Stock | D | 3,300 | $0.00 | 439,825 | D | G |
| 19 Dec, 2025 | J. Richard Cashio | Common Stock | D | 3,300 | $0.00 | 98,700 | I | G |
| 05 Sep, 2025 | Thomas A Broughton | Common Stock | D | 284 | $0.00 | 592,304 | D | G |
| 03 Sep, 2025 | J. Richard Cashio | Common Stock | D | 1,200 | $0.00 | 443,125 | D | G |
| 22 Aug, 2025 | Thomas A Broughton | Common Stock | D | 22,206 | $87.99 | 592,588 | D | S |
| 19 May, 2025 | J. Richard Cashio | Common Stock | A | 784 | $0.00 | 444,325 | D | A |
| 19 May, 2025 | James J Filler | Common Stock | A | 784 | $0.00 | 1,377,500 | D | A |
| 19 May, 2025 | Irma Loya Tuder | Common Stock | A | 784 | $0.00 | 5,348 | D | A |
| 19 May, 2025 | Elizabeth Bugg Holloway | Common Stock | A | 784 | $0.00 | 5,873 | D | A |
| 19 May, 2025 | Hatton C.V. Smith | Common Stock | A | 784 | $0.00 | 411,362 | D | A |
| 19 May, 2025 | Christopher J Mettler | Common Stock | A | 784 | $0.00 | 18,220 | D | A |
| 28 Apr, 2025 | James Hannon Harper | Common Stock | A | 3,000 | $0.00 | 3,000 | D | A |