| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Carlos M Sepulveda | Executive Chairman | 351,312 | 0 | 02 Jul, 2025 |
| Aaron P Graft | President Ceo | 149,182 | 0 | 02 Mar, 2026 |
| Richard Loren Davis | - | 0 | 148,158 | 08 Nov, 2021 |
| Charles A Anderson | - | 132,501 | 0 | 25 Apr, 2025 |
| Charles Albert Anderson | - | 127,970 | 0 | 17 Dec, 2025 |
| C Todd Sparks | - | 0 | 122,119 | 30 Sep, 2021 |
| Richard Loren Davis | - | 55,280 | 0 | 02 Jul, 2025 |
| C Todd Sparks | - | 49,499 | 0 | 02 Jul, 2025 |
| Gail Lehmann | Evp And Secretary | 49,478 | 0 | 03 May, 2024 |
| Michael P Rafferty | - | 37,043 | 0 | 02 Jul, 2025 |
| Davis R Deadman | - | 26,500 | 0 | 05 May, 2025 |
| Adam D Nelson | Evp And General Counsel | 24,832 | 0 | 19 Dec, 2025 |
| Geoffrey Paul Brenner | Ceo Triumph Business Capital | 22,834 | 0 | 04 May, 2022 |
| Harrison B. Barnes | - | 22,178 | 0 | 02 Jul, 2025 |
| Todd Ritterbusch | President Tbk Bank, Ssb | 21,000 | 0 | 26 May, 2023 |
| Maribess L Miller | - | 19,699 | 0 | 02 Jul, 2025 |
| C Todd Sparks | - | 0 | 18,910 | 31 Jan, 2023 |
| Edward Joseph Schreyer | Evp, Chief Operating Officer | 17,919 | 0 | 04 Sep, 2025 |
| Todd Ritterbusch | President Tbk Bank, Ssb | 12,859 | 0 | 05 May, 2025 |
| Carlos M Sepulveda | - | 12,798 | 0 | 24 Aug, 2023 |
| William B. Voss | Chief Financial Officer | 12,757 | 0 | 12 Mar, 2026 |
| Harrison B. Barnes | - | 0 | 12,750 | 12 May, 2023 |
| Frederick Perpall | - | 10,376 | 0 | 03 Feb, 2022 |
| Charles A Anderson | - | 0 | 10,000 | 05 May, 2025 |
| Melissa Forman-Barenblit | Evp, Pres Triumphpay Tbk Bank | 9,808 | 0 | 08 May, 2024 |
| Michael P Rafferty | - | 9,338 | 0 | 05 May, 2025 |
| Davis R Deadman | - | 9,176 | 0 | 17 Dec, 2025 |
| Laura Easley | - | 8,301 | 0 | 02 Jul, 2025 |
| Debra A Bradford | - | 7,279 | 0 | 02 Jul, 2025 |
| Debra A Bradford | - | 0 | 3,348 | 24 Apr, 2025 |
| Laura Easley | - | 0 | 1,895 | 31 Jan, 2023 |
| Melissa K Mcsherry | - | 613 | 0 | 02 Jul, 2025 |
| Carlos M Sepulveda | - | 0 | 265 | 24 Apr, 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 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 | Davis R Deadman | Common Stock | A | 613 | $0.00 | 10,833 | D | A |
| 01 Jul, 2025 | Michael P Rafferty | Common Stock | A | 613 | $0.00 | 37,043 | D | A |
| 01 Jul, 2025 | Charles Albert Anderson | Common Stock | A | 613 | $0.00 | 133,114 | D | A |
| 01 Jul, 2025 | C Todd Sparks | Common Stock | A | 613 | $0.00 | 49,499 | D | A |
| 01 Jul, 2025 | Melissa K Mcsherry | Common Stock | A | 613 | $0.00 | 613 | D | A |
| 01 Jul, 2025 | Carlos M Sepulveda | Common Stock | A | 857 | $0.00 | 351,312 | D | A |
| 01 Jul, 2025 | Harrison B. Barnes | Common Stock | A | 613 | $0.00 | 22,178 | D | A |
| 01 Jul, 2025 | Adam D Nelson | Common Stock | D | 3,500 | $60.16 | 31,332 | D | S |
| 01 Jul, 2025 | Debra A Bradford | Common Stock | A | 613 | $0.00 | 7,279 | D | A |