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