| 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 | 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 | - | 44,144 | 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 |
| Stephen Charles Johnson | Vp Mortgage Operations | 12,930 | 0 | 16 Nov, 2021 |
| Ludmya B Love | - | 10,565 | 0 | 25 Mar, 2025 |
| Adam George Quist | Vice President/General Counsel | 10,484 | 0 | 31 Oct, 2024 |
* 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 | John L Cook | Class A Common Stock | A | 615 | $8.53 | 24,520 | D | M |
| 01 Dec, 2017 | John L Cook | Director Stock Option (right to buy) | A | 1,514 | $3.27 | 1,514 | D | A |
| 30 Nov, 2018 | John L Cook | Director Stock Option (right to buy) | A | 8,657 | $3.76 | 10,171 | D | A |
| 06 Dec, 2019 | John L Cook | Director Stock Option (right to buy) | A | 8,242 | $3.91 | 18,413 | D | A |
| 27 Mar, 2020 | John L Cook | Director Stock Option (right to buy) | A | 7,850 | $2.84 | 26,263 | D | A |
| 03 Dec, 2021 | John L Cook | Director Stock Option (right to buy) | A | 7,293 | $7.02 | 33,556 | D | A |
| 02 Dec, 2022 | John L Cook | Director Stock Option (right to buy) | A | 8,104 | $5.56 | 41,660 | D | A |
| 01 Dec, 2023 | John L Cook | Director Stock Option (right to buy) | A | 8,820 | $7.21 | 50,480 | D | A |
| 05 Dec, 2025 | John L Cook | Restricted Stock Unit | A | 2,461 | $8.53 | 52,941 | D | A |
| 01 Apr, 2026 | John L Cook | Restricted Stock Unit | D | 615 | $8.53 | 52,326 | D | A |
| 07 Apr, 2026 | Gilbert A Fuller | Class A Common Stock | D | 10,000 | $9.45 | 31,973 | D | S |
| 05 Dec, 2025 | Gilbert A Fuller | Restricted Stock Unit | A | 1,846 | $8.53 | 1,846 | D | A |
| 01 Apr, 2026 | H. Craig Moody | Class A Common Stock | A | 615 | $8.53 | 44,144 | D | M |
| 01 Apr, 2026 | Jeffrey Russell Stephens | Class A Common Stock | A | 887 | $8.53 | 36,235 | D | M |
| 01 Apr, 2026 | Gilbert A Fuller | Class A Common Stock | A | 615 | $8.53 | 42,588 | D | M |
| 01 Apr, 2026 | Gilbert A Fuller | Class A Common Stock | D | 615 | $9.46 | 41,973 | D | D |
| 05 Dec, 2025 | Jeffrey Russell Stephens | Restricted Stock Unit | A | 3,549 | $8.53 | 3,549 | D | A |
| 02 Dec, 2016 | H. Craig Moody | Director Stock Option (right to buy) | A | 7,952 | $4.32 | 7,952 | D | A |
| 07 Dec, 2016 | H. Craig Moody | Director Stock Option (right to buy) | A | 1,590 | $4.52 | 9,542 | D | A |
| 01 Apr, 2026 | Jeffrey Russell Stephens | Restricted Stock Unit | D | 887 | $8.53 | 2,662 | D | A |