SPFI's three largest insider shareholders as of July 24, 2026 are Richard D Campbell (Director, 1.59Mn shares), Richard D Campbell (Director, 1.53Mn shares), Noe G Valles (Director, 487.13K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard D Campbell | - | 0 | 1,589,386 | 15 Dec, 2023 |
| Kelly L. Deterding | - | 4,931 | 0 | 04 Jan, 2023 |
| Steven B Crockett | Cfo And Treasurer | 90,312 | 0 | 20 Feb, 2026 |
| Curtis C Griffith | Chairman And Ceo | 457,119 | 0 | 13 Feb, 2026 |
| Cynthia B Keith | - | 7,912 | 0 | 21 Feb, 2023 |
| Cory T Newsom | President | 294,897 | 0 | 07 Jan, 2026 |
| Mikella D Newsom | Chief Risk Officer Secretary | 49,285 | 0 | 19 Feb, 2026 |
| Noe G Valles | - | 487,134 | 0 | 23 May, 2025 |
| Kyle R Wargo | - | 13,534 | 0 | 23 May, 2025 |
| Ladana R Washburn | - | 1,622 | 0 | 23 May, 2025 |
| Brent A Bates | - | 13,620 | 0 | 19 Feb, 2026 |
| Paul A Ehlers | Coo City Bank | 87,519 | 0 | 19 Feb, 2026 |
| James D. Stein | - | 372,872 | 0 | 03 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | James D. Stein | Common Stock | A | 372,872 | - | 372,872 | D | A |
| 01 Apr, 2026 | James D. Stein | Common Stock | A | 372,872 | - | 372,872 | D | A |
| 01 Apr, 2026 | James D. Stein | Common Stock | A | 372,872 | - | 372,872 | D | A |
| 14 Mar, 2026 | Mikella D Newsom | Common Stock | D | 184 | $40.74 | 24,441 | I | F |
| 16 Mar, 2026 | Mikella D Newsom | Common Stock | A | 358 | $0.00 | 24,799 | I | A |
| 18 Feb, 2026 | Steven B Crockett | Common Stock | A | 5,306 | $0.00 | 90,894 | D | A |
| 19 Feb, 2026 | Steven B Crockett | Common Stock | D | 582 | $41.86 | 90,312 | D | F |
| 17 Feb, 2026 | Mikella D Newsom | Common Stock | D | 612 | $42.50 | 47,680 | D | F |
| 17 Feb, 2026 | Paul A Ehlers | Common Stock | D | 884 | $42.50 | 85,236 | D | F |
| 17 Feb, 2026 | Brent A Bates | Common Stock | D | 840 | $42.50 | 11,337 | D | F |
| 18 Feb, 2026 | Mikella D Newsom | Common Stock | A | 1,605 | $0.00 | 49,285 | D | A |
| 18 Feb, 2026 | Brent A Bates | Common Stock | A | 2,283 | $0.00 | 13,620 | D | A |
| 18 Feb, 2026 | Paul A Ehlers | Common Stock | A | 2,283 | $0.00 | 87,519 | D | A |
| 11 Feb, 2026 | Curtis C Griffith | Common Stock | D | 4,000 | $0.00 | 457,119 | D | G |
| 31 Dec, 2025 | Paul A Ehlers | Common Stock | A | 6,000 | $8.60 | 88,567 | D | M |
| 31 Dec, 2025 | Mikella D Newsom | Common Stock | A | 3,000 | $8.60 | 49,516 | D | M |
| 31 Dec, 2025 | Curtis C Griffith | Common Stock | A | 3,000 | $8.60 | 460,240 | D | M |
| 31 Dec, 2025 | Cory T Newsom | Common Stock | A | 9,000 | $8.60 | 294,215 | D | M |
| 31 Dec, 2025 | Mikella D Newsom | Common Stock | D | 1,224 | $39.61 | 48,292 | D | F |
| 31 Dec, 2025 | Cory T Newsom | Common Stock | D | 3,670 | $39.61 | 290,545 | D | F |