| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert W Stallings | - | 0 | 360,913 | 03 Mar, 2026 |
| Larry L Helm | Ceo And President | 77,858 | 0 | 03 May, 2022 |
| Steve Rosenberg | - | 2,707 | 0 | 24 Apr, 2025 |
| Charles S Hyle | - | 14,350 | 0 | 24 Apr, 2025 |
| Dale W Tremblay | - | 17,995 | 0 | 23 Apr, 2026 |
| Thomas E Long | - | 12,173 | 0 | 23 Apr, 2026 |
| Ranjana B Clark | - | 1,670 | 0 | 23 Apr, 2026 |
| Elysia Holt Ragusa | - | 18,795 | 0 | 23 Apr, 2026 |
| Jonathan Baliff | - | 11,265 | 0 | 23 Apr, 2026 |
| Julie L Anderson | Chief Financial Officer | 70,129 | 0 | 25 Oct, 2021 |
| James H Browning | - | 21,304 | 0 | 25 Apr, 2025 |
| David S. Huntley | - | 12,468 | 0 | 23 Apr, 2026 |
| Mark W Midkiff | - | 2,804 | 0 | 23 Apr, 2026 |
| Anna M Alvarado | Chief Legal Officer | 27,310 | 0 | 17 Feb, 2026 |
| Ellen Detrich | Controller | 9,574 | 0 | 10 Feb, 2026 |
| Paola M Arbour | - | 8,341 | 0 | 23 Apr, 2026 |
| Rob C Holmes | Chairman, President And Ceo | 266,235 | 0 | 23 Feb, 2026 |
| Timothy J Storms | Chief Risk Officer | 16,366 | 0 | 14 Jun, 2024 |
| John Matthew Scurlock | Chief Financial Officer | 22,235 | 0 | 17 Feb, 2026 |
| John W Cummings | Chief Administrative Officer | 13,130 | 0 | 17 Feb, 2026 |
| Laura L Whitley | - | 9,631 | 0 | 23 Apr, 2026 |
| David W Oman | Chief Risk Officer | 2,388 | 0 | 30 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Apr, 2026 | Jonathan Baliff | Common Stock | A | 1,670 | $0.00 | 11,265 | D | M |
| 22 Apr, 2026 | David S. Huntley | Common Stock | A | 1,670 | $0.00 | 12,468 | D | M |
| 22 Apr, 2026 | Robert W Stallings | Common Stock | A | 1,670 | $0.00 | 294,961 | D | M |
| 22 Apr, 2026 | Laura L Whitley | Common Stock | A | 1,670 | $0.00 | 9,631 | D | M |
| 22 Apr, 2026 | Ranjana B Clark | Common Stock | A | 1,670 | $0.00 | 1,670 | D | M |
| 22 Apr, 2026 | Paola M Arbour | Common Stock | A | 1,670 | $0.00 | 8,341 | D | M |
| 22 Apr, 2026 | Mark W Midkiff | Common Stock | A | 1,670 | $0.00 | 2,804 | D | M |
| 22 Apr, 2026 | Thomas E Long | Common Stock | A | 1,670 | $0.00 | 12,173 | D | M |
| 22 Apr, 2026 | Elysia Holt Ragusa | Common Stock | A | 1,670 | $0.00 | 18,795 | D | M |
| 22 Apr, 2026 | Dale W Tremblay | Common Stock | A | 1,670 | $0.00 | 17,995 | D | M |
| 22 Apr, 2026 | Ranjana B Clark | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Mark W Midkiff | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Paola M Arbour | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Thomas E Long | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Laura L Whitley | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Elysia Holt Ragusa | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | David S. Huntley | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Dale W Tremblay | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Jonathan Baliff | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |
| 22 Apr, 2026 | Robert W Stallings | 2025 Restricted Stock Units | D | 1,670 | $0.00 | 0 | D | M |