| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard P Hamada | - | 97,178 | 0 | 13 Jun, 2025 |
| David Michael Lund | Cfo, Evp Finance Treasurer | 98,646 | 0 | 15 Dec, 2023 |
| Michael Zacharia | - | 25,545 | 0 | 13 Jun, 2025 |
| Ronald E. Estes | - | 40,443 | 0 | 17 Mar, 2026 |
| Ronald Kundich | Chief Credit Officer | 247,359 | 0 | 17 Mar, 2026 |
| Edmund G. Zito | - | 58,200 | 0 | 17 Sep, 2021 |
| Richard R. Ward | - | 25,533 | 0 | 17 Sep, 2021 |
| Gerald Harder | Chief Operating Officer | 225,262 | 0 | 17 Mar, 2026 |
| Steve Louis Brown | Executive Chairman | 376,307 | 940,745 | 16 Mar, 2026 |
| Kyle Steven Brown | President And Cio | 830,708 | 0 | 08 Nov, 2023 |
| Sarah Stanton | Gc, Cco, And Secretary | 135,738 | 0 | 17 Mar, 2026 |
| Irma Lockridge | - | 20,126 | 0 | 13 Jun, 2025 |
| Michael Testa | Cfo And Treasurer | 143,766 | 0 | 17 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Sarah Stanton | Common Stock | D | 6,370 | $14.42 | 80,260 | D | F |
| 13 Mar, 2026 | Michael Testa | Common Stock | D | 4,799 | $14.42 | 91,755 | D | F |
| 13 Mar, 2026 | Ronald Kundich | Common Stock | D | 6,826 | $14.42 | 202,283 | D | F |
| 13 Mar, 2026 | Gerald Harder | Common Stock | D | 10,928 | $14.42 | 121,240 | D | F |
| 16 Mar, 2026 | Ronald E. Estes | Common Stock | A | 800 | $14.16 | 40,443 | D | P |
| 13 Mar, 2026 | Kyle Steven Brown | Common Stock | D | 16,187 | $14.42 | 360,588 | D | F |
| 13 Mar, 2026 | Sarah Stanton | Common Stock | A | 55,478 | - | 135,738 | D | A |
| 13 Mar, 2026 | Ronald Kundich | Common Stock | A | 45,076 | - | 247,359 | D | A |
| 13 Mar, 2026 | Michael Testa | Common Stock | A | 52,011 | - | 143,766 | D | A |
| 13 Mar, 2026 | Kyle Steven Brown | Common Stock | A | 256,588 | - | 617,176 | D | A |
| 13 Mar, 2026 | Gerald Harder | Common Stock | A | 104,022 | - | 225,262 | D | A |
| 16 Mar, 2026 | Kyle Steven Brown | Common Stock | A | 3,532 | $14.16 | 620,709 | D | P |
| 12 Mar, 2026 | Steve Louis Brown | Common Stock | A | 27,109 | $14.75 | 940,745 | I | P |
| 13 Mar, 2026 | Steve Louis Brown | Common Stock | D | 31,101 | $14.42 | 376,307 | D | F |
| 09 Mar, 2026 | Ronald E. Estes | Common Stock | A | 105 | $14.80 | 39,143 | D | P |
| 09 Mar, 2026 | Steve Louis Brown | Common Stock | A | 1,585 | $14.82 | 407,408 | D | P |
| 09 Mar, 2026 | Steve Louis Brown | Common Stock | A | 518 | $14.82 | 913,636 | I | P |
| 11 Mar, 2026 | Ronald E. Estes | Common Stock | A | 500 | $14.75 | 39,643 | D | P |
| 02 Mar, 2026 | Kyle Steven Brown | Common Stock | A | 3,333 | $14.90 | 376,775 | D | P |
| 03 Mar, 2026 | Ronald E. Estes | Common Stock | A | 200 | $14.73 | 39,038 | D | P |