| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Debra A Bradford | - | 7,279 | 0 | 02 Jul, 2025 |
| Davis R Deadman | - | 26,500 | 0 | 05 May, 2025 |
| Carlos M Sepulveda | Executive Chairman | 351,312 | 0 | 02 Jul, 2025 |
| Maribess L Miller | - | 19,699 | 0 | 02 Jul, 2025 |
| Charles Albert Anderson | - | 127,970 | 0 | 17 Dec, 2025 |
| C Todd Sparks | - | 0 | 122,119 | 30 Sep, 2021 |
| Aaron P Graft | President Ceo | 149,182 | 0 | 02 Mar, 2026 |
| Gail Lehmann | Evp And Secretary | 49,478 | 0 | 03 May, 2024 |
| Adam D Nelson | Evp And General Counsel | 24,832 | 0 | 19 Dec, 2025 |
| Michael P Rafferty | - | 37,043 | 0 | 02 Jul, 2025 |
| Charles A Anderson | - | 132,501 | 0 | 25 Apr, 2025 |
| Richard Loren Davis | - | 0 | 148,158 | 08 Nov, 2021 |
| Frederick Perpall | - | 10,376 | 0 | 03 Feb, 2022 |
| Todd Ritterbusch | President Tbk Bank, Ssb | 21,000 | 0 | 26 May, 2023 |
| Laura Easley | - | 8,301 | 0 | 02 Jul, 2025 |
| William B. Voss | Chief Financial Officer | 12,757 | 0 | 12 Mar, 2026 |
| Harrison B. Barnes | - | 22,178 | 0 | 02 Jul, 2025 |
| Melissa K Mcsherry | - | 613 | 0 | 02 Jul, 2025 |
| Geoffrey Paul Brenner | Ceo Triumph Business Capital | 22,834 | 0 | 04 May, 2022 |
| Edward Joseph Schreyer | Evp, Chief Operating Officer | 17,919 | 0 | 04 Sep, 2025 |
| Melissa Forman-Barenblit | Evp, Pres Triumphpay Tbk Bank | 9,808 | 0 | 08 May, 2024 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Mar, 2026 | William B. Voss | Common Stock | A | 427 | $15.87 | 13,184 | D | M |
| 10 Mar, 2026 | William B. Voss | Common Stock | A | 427 | $15.87 | 13,184 | D | M |
| 10 Mar, 2026 | William B. Voss | Common Stock | A | 427 | $15.87 | 13,184 | D | M |
| 10 Mar, 2026 | William B. Voss | Common Stock | D | 427 | $59.57 | 12,757 | D | S |
| 10 Mar, 2026 | William B. Voss | Common Stock | D | 427 | $59.57 | 12,757 | D | S |
| 10 Mar, 2026 | William B. Voss | Common Stock | D | 427 | $59.57 | 12,757 | D | S |
| 10 Mar, 2026 | William B. Voss | Employee Stock Options | D | 427 | $15.87 | 0 | D | M |
| 10 Mar, 2026 | William B. Voss | Employee Stock Options | D | 427 | $15.87 | 0 | D | M |
| 10 Mar, 2026 | William B. Voss | Employee Stock Options | D | 427 | $15.87 | 0 | D | M |
| 27 Feb, 2026 | Aaron P Graft | Common Stock | A | 8,949 | $55.87 | 149,182 | D | P |
| 18 Dec, 2025 | Adam D Nelson | Common Stock | D | 3,000 | $65.18 | 24,832 | D | S |
| 15 Dec, 2025 | Charles Albert Anderson | Common Stock | D | 5,144 | $0.00 | 127,970 | D | G |
| 16 Dec, 2025 | Davis R Deadman | Common Stock | D | 1,657 | $0.00 | 9,176 | D | G |
| 11 Dec, 2025 | Aaron P Graft | Common Stock | D | 4,325 | $0.00 | 140,233 | D | G |
| 02 Sep, 2025 | Edward Joseph Schreyer | Common Stock | D | 7,275 | $60.43 | 17,919 | D | S |
| 22 Aug, 2025 | Aaron P Graft | Common Stock | D | 6,500 | $60.18 | 144,558 | D | S |
| 25 Aug, 2025 | Adam D Nelson | Common Stock | D | 3,500 | $60.39 | 27,832 | D | S |
| 01 Jul, 2025 | Melissa K Mcsherry | Common Stock | A | 613 | $0.00 | 613 | D | A |
| 01 Jul, 2025 | Richard Loren Davis | Common Stock | A | 613 | $0.00 | 55,280 | D | A |
| 01 Jul, 2025 | Debra A Bradford | Common Stock | A | 613 | $0.00 | 7,279 | D | A |