| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John E Jr Williams | - | 1,285,316 | 0 | 10 Jun, 2025 |
| Sheila G Umphrey | - | 612,601 | 0 | 04 Oct, 2022 |
| Joe Sr Penland | - | 585,320 | 0 | 10 Jun, 2025 |
| Glen W Morgan | - | 582,906 | 0 | 04 Oct, 2022 |
| Robert R Jr Franklin | Chief Executive Officer | 418,843 | 0 | 17 Mar, 2026 |
| Steven F. Retzloff | Executive Chairman | 0 | 416,369 | 04 Oct, 2022 |
| Joe Sr Penland | - | 0 | 227,170 | 04 May, 2023 |
| Tommy W Lott | - | 225,132 | 0 | 04 Oct, 2022 |
| Joe B Swinbank | - | 208,437 | 0 | 10 Jun, 2025 |
| George Martinez | - | 0 | 184,647 | 09 Dec, 2022 |
| Steven F. Retzloff | Executive Chairman | 136,446 | 0 | 17 Mar, 2026 |
| J Pat Parsons | Vice Chairman | 127,412 | 0 | 03 Feb, 2022 |
| J Pat Parsons | Vice Chairman Of The Bank | 126,331 | 0 | 04 Oct, 2022 |
| Iii Ramon A. Vitulli, | President | 119,680 | 0 | 17 Mar, 2026 |
| John Beckworth | - | 106,221 | 0 | 10 Jun, 2025 |
| Joe F West | Senior Executive Vp, Cco | 102,193 | 0 | 17 Mar, 2026 |
| Fred S. Robertson | - | 20,314 | 80,147 | 10 Jun, 2025 |
| John Beckworth | - | 0 | 94,560 | 04 Oct, 2022 |
| Okan I. Akin | Senior Executive Vp, Cro | 85,951 | 0 | 17 Mar, 2026 |
| William E Jr Wilson | - | 73,924 | 0 | 10 Jun, 2025 |
| James L Sturgeon | Sr. Evp Of The Bank | 72,673 | 0 | 07 Oct, 2022 |
| Paul P Egge | Senior Executive Vp, Cfo | 68,594 | 0 | 17 Mar, 2026 |
| Iii William S. Nichols, | - | 0 | 67,498 | 04 Oct, 2022 |
| R T Jr Pigott | Chief Financial Officer | 65,847 | 0 | 03 Feb, 2022 |
| Michael A Havard | - | 64,883 | 0 | 12 Jun, 2024 |
| Justin M Long | Sevp, Gc Secretary | 53,315 | 0 | 17 Mar, 2026 |
| Shanna R. Kuzdzal | Sr. Evp, Gc Secretary | 37,777 | 0 | 25 Oct, 2022 |
| Jason D. Sirkel | Chief Banking Officer | 35,535 | 0 | 17 Mar, 2026 |
| Frances H. Jeter | - | 29,136 | 0 | 11 Dec, 2025 |
| Joe B Swinbank | - | 0 | 23,273 | 04 Oct, 2022 |
| Travis L Jaggers | President Of The Bank | 12,845 | 0 | 04 Oct, 2022 |
| Reagan A Reaud | - | 12,763 | 0 | 10 Jun, 2025 |
| Cynthia A Dopjera | - | 10,895 | 0 | 10 Jun, 2025 |
| Jon-Al Duplantier | - | 10,508 | 0 | 10 Jun, 2025 |
| Iii William S. Nichols, | - | 8,257 | 0 | 17 Mar, 2023 |
| Deborah Dinsmore | Sevp/Coo Of The Bank | 8,230 | 0 | 04 Oct, 2022 |
| George Martinez | - | 7,151 | 0 | 12 Sep, 2023 |
| Tymothi O. Tombar | - | 4,890 | 0 | 10 Jun, 2025 |
| Tawn G. Vandenberg | Sr. Evp Chief Admin. Officer | 4,527 | 0 | 03 Nov, 2021 |
| Joe Sr Penland | - | 0 | 4,000 | 08 May, 2023 |
| Cambrea R Merriwether | Evp Executive Director Of Hr | 2,702 | 0 | 04 Oct, 2022 |
| Laura D. Bellows | - | 2,230 | 0 | 13 Jun, 2025 |
| John E Jr Williams | - | 0 | 500 | 07 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 15 Mar, 2026 | Jason D. Sirkel | Common Stock | D | 444 | $35.51 | 35,535 | D | F |
| 15 Mar, 2026 | Robert R Jr Franklin | Common Stock | D | 3,837 | $35.51 | 418,843 | D | F |
| 15 Mar, 2026 | Steven F. Retzloff | Common Stock | D | 1,181 | $35.51 | 136,446 | D | F |
| 15 Mar, 2026 | Paul P Egge | Common Stock | D | 993 | $35.51 | 68,594 | D | F |
| 15 Mar, 2026 | Okan I. Akin | Common Stock | D | 618 | $35.51 | 85,951 | D | F |
| 15 Mar, 2026 | Iii Ramon A. Vitulli, | Common Stock | D | 1,318 | $35.51 | 119,680 | D | F |
| 15 Mar, 2026 | Joe F West | Common Stock | D | 676 | $35.51 | 102,193 | D | F |
| 15 Mar, 2026 | Justin M Long | Common Stock | D | 796 | $35.51 | 53,315 | D | F |
| 01 Mar, 2026 | Steven F. Retzloff | Common Stock | A | 5,365 | $0.00 | 129,580 | D | A |
| 01 Mar, 2026 | Jason D. Sirkel | Common Stock | D | 263 | $37.66 | 31,323 | D | F |
| 01 Mar, 2026 | Iii Ramon A. Vitulli, | Common Stock | A | 6,041 | $0.00 | 114,957 | D | A |
| 01 Mar, 2026 | Steven F. Retzloff | Common Stock | D | 665 | $37.66 | 124,215 | D | F |
| 01 Mar, 2026 | Joe F West | Common Stock | A | 3,226 | $0.00 | 99,643 | D | A |
| 01 Mar, 2026 | Robert R Jr Franklin | Common Stock | D | 1,200 | $37.66 | 395,085 | D | F |
| 01 Mar, 2026 | Robert R Jr Franklin | Common Stock | A | 11,038 | $0.00 | 406,123 | D | A |
| 01 Mar, 2026 | Jason D. Sirkel | Common Stock | A | 2,328 | $0.00 | 33,651 | D | A |
| 01 Mar, 2026 | Paul P Egge | Common Stock | A | 4,571 | $0.00 | 65,016 | D | A |
| 01 Mar, 2026 | Paul P Egge | Common Stock | D | 584 | $37.66 | 60,445 | D | F |
| 01 Mar, 2026 | Iii Ramon A. Vitulli, | Common Stock | D | 735 | $37.66 | 108,916 | D | F |
| 01 Mar, 2026 | Joe F West | Common Stock | D | 412 | $37.66 | 96,417 | D | F |