| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Thomas C Mcgraw | - | 354,551 | 0 | 27 May, 2025 |
| Richard P Smith | Ceo President | 279,727 | 0 | 31 Mar, 2026 |
| Craig S Compton | - | 168,900 | 0 | 23 May, 2022 |
| Michael W Koehnen | - | 124,180 | 0 | 23 May, 2025 |
| Anthony L. Leggio | - | 115,839 | 0 | 27 May, 2025 |
| Anthony L. Leggio | - | 0 | 75,001 | 06 May, 2022 |
| Martin Mariani | - | 66,375 | 0 | 27 May, 2025 |
| John S A Hasbrook | - | 64,635 | 0 | 23 May, 2025 |
| Daniel K Bailey | Evp Chief Banking Officer | 58,627 | 0 | 31 Mar, 2026 |
| Iii Louis Gage Chrysler | - | 54,853 | 0 | 23 May, 2022 |
| Peter G Wiese | Evp Chief Financial Officer | 49,750 | 0 | 31 Mar, 2026 |
| Cory W Giese | - | 0 | 44,242 | 19 Aug, 2024 |
| John Fleshood | Evp Chief Operating Officer | 42,679 | 0 | 02 Dec, 2025 |
| Cory W Giese | - | 0 | 41,848 | 19 May, 2022 |
| Craig B Carney | Evp Chief Credit Officer | 38,167 | 0 | 31 Mar, 2026 |
| Anthony L. Leggio | - | 0 | 33,765 | 07 Sep, 2022 |
| Anthony L. Leggio | - | 0 | 27,780 | 11 Jun, 2024 |
| Gregory A Gehlmann | Svp General Counsel | 21,132 | 0 | 31 Mar, 2026 |
| Donald J Amaral | - | 15,341 | 0 | 27 May, 2022 |
| Craig B Carney | Evp Chief Credit Officer | 0 | 9,898 | 07 Feb, 2026 |
| Kimberley H Vogel | - | 9,700 | 0 | 27 May, 2025 |
| Margaret L Kane | - | 9,700 | 0 | 23 May, 2025 |
| Kirsten E Garen | - | 9,690 | 0 | 23 May, 2025 |
| Cory W Giese | - | 8,282 | 0 | 23 May, 2025 |
| Jon Nakamura | - | 6,394 | 0 | 27 May, 2025 |
| Michael W Koehnen | - | 0 | 3,000 | 28 Aug, 2024 |
| Judi Giem | Chief Human Resources Officer | 2,697 | 0 | 05 Mar, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 30 Mar, 2026 | Peter G Wiese | Common Stock | A | 1,661 | - | 50,161 | D | M |
| 30 Mar, 2026 | Craig B Carney | Common Stock | A | 1,209 | - | 38,876 | D | M |
| 30 Mar, 2026 | Daniel K Bailey | Common Stock | A | 1,267 | - | 59,370 | D | M |
| 30 Mar, 2026 | Richard P Smith | Common Stock | A | 3,808 | - | 281,960 | D | M |
| 30 Mar, 2026 | Gregory A Gehlmann | Common Stock | A | 761 | - | 21,576 | D | M |
| 30 Mar, 2026 | Richard P Smith | Common Stock | D | 2,233 | $47.09 | 279,727 | D | F |
| 30 Mar, 2026 | Gregory A Gehlmann | Common Stock | D | 444 | $47.09 | 21,132 | D | F |
| 30 Mar, 2026 | Peter G Wiese | Common Stock | D | 411 | $47.09 | 49,750 | D | F |
| 30 Mar, 2026 | Daniel K Bailey | Common Stock | D | 743 | $47.09 | 58,627 | D | F |
| 30 Mar, 2026 | Craig B Carney | Common Stock | D | 709 | $47.09 | 38,167 | D | F |
| 27 Mar, 2026 | Daniel K Bailey | Restricted Stock Unit | A | 3,897 | $0.00 | 10,818 | D | A |
| 27 Mar, 2026 | Gregory A Gehlmann | Restricted Stock Unit | A | 1,995 | $0.00 | 6,157 | D | A |
| 27 Mar, 2026 | Peter G Wiese | Restricted Stock Unit | A | 4,349 | $0.00 | 13,419 | D | A |
| 27 Mar, 2026 | Gregory A Gehlmann | Performance Stock Unit | A | 1,995 | $0.00 | 9,378 | D | A |
| 27 Mar, 2026 | Craig B Carney | Restricted Stock Unit | A | 3,161 | $0.00 | 9,767 | D | A |
| 27 Mar, 2026 | Daniel K Bailey | Performance Stock Unit | A | 3,897 | $0.00 | 16,173 | D | A |
| 30 Mar, 2026 | Daniel K Bailey | Restricted Stock Unit | D | 1,267 | $0.00 | 9,551 | D | M |
| 30 Mar, 2026 | Gregory A Gehlmann | Restricted Stock Unit | D | 761 | $0.00 | 5,396 | D | M |
| 27 Mar, 2026 | Richard P Smith | Restricted Stock Unit | A | 9,969 | $0.00 | 30,866 | D | A |
| 27 Mar, 2026 | Craig B Carney | Performance Stock Unit | A | 3,161 | $0.00 | 14,876 | D | A |