| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| S. Andrew Quist | Vice President/General Counsel | 164,985 | 0 | 17 Dec, 2025 |
| Jason G. Overbaugh | Vp Nat Mark Dir Of Life Ins | 161,740 | 0 | 20 Feb, 2025 |
| S. Andrew Quist | Vice President/General Counsel | 156,093 | 0 | 31 Mar, 2025 |
| Scott M Quist | Chairman Of The Board/Pres/Ceo | 119,667 | 0 | 04 Feb, 2025 |
| Jason G. Overbaugh | Vp Nat Mark Dir Of Life Ins | 88,789 | 0 | 31 Dec, 2025 |
| Garrett S. Sill | Chief Financial Officer | 81,124 | 0 | 19 Nov, 2024 |
| Garrett S. Sill | Chief Financial Officer | 81,124 | 0 | 19 Nov, 2024 |
| Garrett S. Sill | Chief Financial Officer | 81,124 | 0 | 19 Nov, 2024 |
| Garrett S. Sill | Chief Financial Officer | 81,124 | 0 | 19 Nov, 2024 |
| Garrett S. Sill | Chief Financial Officer | 81,124 | 0 | 19 Nov, 2024 |
| Garrett S. Sill | Chief Financial Officer | 72,517 | 0 | 20 Feb, 2025 |
| Garrett S. Sill | Chief Financial Officer | 72,517 | 0 | 20 Feb, 2025 |
| Garrett S. Sill | Chief Financial Officer | 72,517 | 0 | 20 Feb, 2025 |
| Garrett S. Sill | Chief Financial Officer | 72,517 | 0 | 20 Feb, 2025 |
| Garrett S. Sill | Chief Financial Officer | 72,517 | 0 | 20 Feb, 2025 |
| Robert Gail Hunter | - | 61,631 | 0 | 19 Dec, 2025 |
| H. Craig Moody | - | 49,477 | 0 | 21 Apr, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel Corp. Sec | 36,235 | 0 | 02 Apr, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel Corp. Sec | 36,235 | 0 | 02 Apr, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel Corp. Sec | 36,235 | 0 | 02 Apr, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel Corp. Sec | 36,235 | 0 | 02 Apr, 2026 |
| Jeffrey Russell Stephens | Gen. Counsel Corp. Sec | 36,235 | 0 | 02 Apr, 2026 |
| Gilbert A Fuller | - | 31,973 | 0 | 07 Apr, 2026 |
| John L Cook | - | 24,520 | 0 | 15 Apr, 2026 |
| Adam George Quist | Vice President/General Counsel | 19,942 | 0 | 23 Apr, 2026 |
| Stephen Charles Johnson | Vp Mortgage Operations | 12,930 | 0 | 16 Nov, 2021 |
| Ludmya B Love | - | 10,565 | 0 | 25 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 18 Apr, 2026 | Adam George Quist | Class A Common Stock | A | 8,934 | $9.86 | 19,942 | D | M |
| 18 Apr, 2026 | Adam George Quist | Class A Common Stock | A | 8,934 | $9.86 | 19,942 | D | M |
| 18 Apr, 2026 | Adam George Quist | Class A Common Stock | A | 8,934 | $9.86 | 19,942 | D | M |
| 18 Apr, 2026 | Adam George Quist | Class A Common Stock | A | 8,934 | $9.86 | 19,942 | D | M |
| 18 Apr, 2026 | Adam George Quist | Class A Common Stock | A | 8,934 | $9.86 | 19,942 | D | M |
| 02 Dec, 2016 | Adam George Quist | Employee Stock Option (right to buy) | D | 15,901 | $4.32 | 0 | D | A |
| 02 Dec, 2016 | Adam George Quist | Employee Stock Option (right to buy) | D | 15,901 | $4.32 | 0 | D | A |
| 02 Dec, 2016 | Adam George Quist | Employee Stock Option (right to buy) | D | 15,901 | $4.32 | 0 | D | A |
| 02 Dec, 2016 | Adam George Quist | Employee Stock Option (right to buy) | D | 15,901 | $4.32 | 0 | D | A |
| 02 Dec, 2016 | Adam George Quist | Employee Stock Option (right to buy) | D | 15,901 | $4.32 | 0 | D | A |
| 01 Dec, 2017 | Adam George Quist | Employee Stock Option (right to buy) | A | 22,716 | $3.27 | 22,716 | D | A |
| 01 Dec, 2017 | Adam George Quist | Employee Stock Option (right to buy) | A | 22,716 | $3.27 | 22,716 | D | A |
| 01 Dec, 2017 | Adam George Quist | Employee Stock Option (right to buy) | A | 22,716 | $3.27 | 22,716 | D | A |
| 01 Dec, 2017 | Adam George Quist | Employee Stock Option (right to buy) | A | 22,716 | $3.27 | 22,716 | D | A |
| 01 Dec, 2017 | Adam George Quist | Employee Stock Option (right to buy) | A | 22,716 | $3.27 | 22,716 | D | A |
| 30 Nov, 2018 | Adam George Quist | Employee Stock Option (right to buy) | A | 28,846 | $3.76 | 51,562 | D | A |
| 30 Nov, 2018 | Adam George Quist | Employee Stock Option (right to buy) | A | 28,846 | $3.76 | 51,562 | D | A |
| 30 Nov, 2018 | Adam George Quist | Employee Stock Option (right to buy) | A | 28,846 | $3.76 | 51,562 | D | A |
| 30 Nov, 2018 | Adam George Quist | Employee Stock Option (right to buy) | A | 28,846 | $3.76 | 51,562 | D | A |
| 30 Nov, 2018 | Adam George Quist | Employee Stock Option (right to buy) | A | 28,846 | $3.76 | 51,562 | D | A |