| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert W Stallings | - | 0 | 360,913 | 03 Mar, 2026 |
| Robert W Stallings | - | 294,961 | 0 | 23 Apr, 2026 |
| Rob C Holmes | Chairman, President And Ceo | 266,235 | 0 | 23 Feb, 2026 |
| Robert W Stallings | - | 175,087 | 0 | 09 Mar, 2026 |
| Robert W Stallings | - | 0 | 90,039 | 29 Apr, 2025 |
| Larry L Helm | Ceo And President | 77,858 | 0 | 03 May, 2022 |
| Julie L Anderson | Chief Financial Officer | 70,129 | 0 | 25 Oct, 2021 |
| Robert W Stallings | - | 0 | 60,000 | 02 Jul, 2025 |
| Anna M Alvarado | Chief Legal Officer | 27,310 | 0 | 17 Feb, 2026 |
| John Matthew Scurlock | Chief Financial Officer | 22,235 | 0 | 17 Feb, 2026 |
| James H Browning | - | 21,304 | 0 | 25 Apr, 2025 |
| Elysia Holt Ragusa | - | 18,795 | 0 | 23 Apr, 2026 |
| Dale W Tremblay | - | 17,995 | 0 | 23 Apr, 2026 |
| Timothy J Storms | Chief Risk Officer | 16,366 | 0 | 14 Jun, 2024 |
| Charles S Hyle | - | 16,020 | 0 | 23 Apr, 2026 |
| John W Cummings | Chief Administrative Officer | 13,130 | 0 | 17 Feb, 2026 |
| David S. Huntley | - | 12,468 | 0 | 23 Apr, 2026 |
| Thomas E Long | - | 12,173 | 0 | 23 Apr, 2026 |
| Jonathan Baliff | - | 11,265 | 0 | 23 Apr, 2026 |
| Laura L Whitley | - | 9,631 | 0 | 23 Apr, 2026 |
| Ellen Detrich | Controller | 9,574 | 0 | 10 Feb, 2026 |
| Paola M Arbour | - | 8,341 | 0 | 23 Apr, 2026 |
| Steve Rosenberg | - | 4,377 | 0 | 23 Apr, 2026 |
| Mark W Midkiff | - | 2,804 | 0 | 23 Apr, 2026 |
| David W Oman | Chief Risk Officer | 2,388 | 0 | 30 Jan, 2026 |
| Ranjana B Clark | - | 1,670 | 0 | 23 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Apr, 2026 | Ranjana B Clark | Common Stock | A | 1,670 | $0.00 | 1,670 | D | M |
| 22 Apr, 2026 | Robert W Stallings | Common Stock | A | 1,670 | $0.00 | 294,961 | D | M |
| 21 Apr, 2026 | Charles S Hyle | Common Stock | A | 1,670 | $0.00 | 16,020 | D | M |
| 22 Apr, 2026 | Steve Rosenberg | Common Stock | A | 1,670 | $0.00 | 4,377 | D | M |
| 22 Apr, 2026 | Dale W Tremblay | Common Stock | A | 1,670 | $0.00 | 17,995 | D | M |
| 22 Apr, 2026 | Paola M Arbour | Common Stock | A | 1,670 | $0.00 | 8,341 | D | M |
| 22 Apr, 2026 | Thomas E Long | Common Stock | A | 1,670 | $0.00 | 12,173 | D | M |
| 22 Apr, 2026 | Laura L Whitley | Common Stock | A | 1,670 | $0.00 | 9,631 | D | M |
| 22 Apr, 2026 | Paola M Arbour | Common Stock | A | 1,670 | $0.00 | 8,341 | D | M |
| 22 Apr, 2026 | Elysia Holt Ragusa | Common Stock | A | 1,670 | $0.00 | 18,795 | D | M |
| 22 Apr, 2026 | Elysia Holt Ragusa | Common Stock | A | 1,670 | $0.00 | 18,795 | D | M |
| 22 Apr, 2026 | Steve Rosenberg | Common Stock | A | 1,670 | $0.00 | 4,377 | D | M |
| 22 Apr, 2026 | Robert W Stallings | Common Stock | A | 1,670 | $0.00 | 294,961 | D | M |
| 22 Apr, 2026 | Jonathan Baliff | Common Stock | A | 1,670 | $0.00 | 11,265 | D | M |
| 21 Apr, 2026 | Charles S Hyle | Common Stock | A | 1,670 | $0.00 | 16,020 | D | M |
| 22 Apr, 2026 | David S. Huntley | Common Stock | A | 1,670 | $0.00 | 12,468 | D | M |
| 22 Apr, 2026 | Mark W Midkiff | Common Stock | A | 1,670 | $0.00 | 2,804 | D | M |
| 22 Apr, 2026 | Jonathan Baliff | Common Stock | A | 1,670 | $0.00 | 11,265 | D | M |
| 22 Apr, 2026 | Ranjana B Clark | Common Stock | A | 1,670 | $0.00 | 1,670 | D | M |
| 22 Apr, 2026 | Mark W Midkiff | Common Stock | A | 1,670 | $0.00 | 2,804 | D | M |