| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert J Mccormick | Chairman, President Ceo | 301,189 | 0 | 24 Nov, 2025 |
| Scot R Salvador | Evp Evp Commerical Banking | 49,294 | 0 | 19 Nov, 2024 |
| Kevin M Curley | Executive Vice President Coo | 40,984 | 0 | 12 Mar, 2026 |
| Robert M Leonard | Evp Chief Operating Officer | 35,590 | 0 | 24 Nov, 2025 |
| Michael M Ozimek | Executive Vice President Cfo | 29,972 | 0 | 24 Nov, 2025 |
| Eric W Schreck | Evp Treasurer | 28,235 | 0 | 25 Nov, 2024 |
| Gennaro Dennis A De | - | 24,985 | 0 | 16 Nov, 2023 |
| Anthony J Md Phd Marinello | - | 24,407 | 0 | 21 Nov, 2025 |
| Thomas O Maggs | - | 17,469 | 0 | 21 Nov, 2025 |
| Michael James Hall | General Counsel Secretary | 10,372 | 0 | 24 Nov, 2025 |
| Frank B Silverman | - | 4,787 | 0 | 21 Nov, 2025 |
| Kimberly Adams Russell | - | 4,700 | 0 | 21 Nov, 2025 |
| Michael M Ozimek | Executive Vice President Cfo | 4,403 | 0 | 23 Nov, 2021 |
| Lisa M Lucarelli | - | 2,997 | 0 | 01 Dec, 2025 |
| Brian C Flynn | - | 2,845 | 0 | 21 Nov, 2025 |
| Curtis N Powell | - | 2,145 | 0 | 21 Nov, 2025 |
| Steffani Cotugno | - | 1,607 | 0 | 21 Nov, 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | Kevin M Curley | COMMON STOCK | A | 588 | $42.55 | 40,984 | D | P |
| 26 Nov, 2025 | Lisa M Lucarelli | COMMON STOCK | A | 200 | $42.69 | 2,997 | D | P |
| 21 Nov, 2025 | Michael James Hall | COMMON STOCK | A | 271 | $0.00 | 10,643 | D | M |
| 21 Nov, 2025 | Kevin M Curley | COMMON STOCK | A | 1,107 | $0.00 | 40,679 | D | M |
| 21 Nov, 2025 | Robert M Leonard | COMMON STOCK | A | 1,600 | $0.00 | 36,345 | D | M |
| 21 Nov, 2025 | Michael M Ozimek | COMMON STOCK | A | 1,107 | $0.00 | 30,407 | D | M |
| 21 Nov, 2025 | Robert J Mccormick | COMMON STOCK | A | 4,184 | $0.00 | 303,301 | D | M |
| 21 Nov, 2025 | Robert M Leonard | COMMON STOCK | D | 755 | $41.54 | 35,590 | D | F |
| 21 Nov, 2025 | Michael M Ozimek | COMMON STOCK | D | 435 | $41.54 | 29,972 | D | F |
| 21 Nov, 2025 | Robert J Mccormick | COMMON STOCK | D | 2,112 | $41.54 | 301,189 | D | F |
| 21 Nov, 2025 | Michael James Hall | COMMON STOCK | D | 271 | $41.54 | 10,372 | D | D |
| 21 Nov, 2025 | Kevin M Curley | COMMON STOCK | D | 461 | $41.54 | 40,218 | D | F |
| 21 Nov, 2025 | Michael James Hall | RESTRICTED STOCK UNIT | A | 271 | $0.00 | 270 | D | M |
| 21 Nov, 2025 | Michael M Ozimek | RESTRICTED STOCK UNIT | D | 1,107 | $0.00 | 1,108 | D | M |
| 21 Nov, 2025 | Robert M Leonard | RESTRICTED STOCK UNIT | D | 1,600 | $0.00 | 1,599 | D | M |
| 21 Nov, 2025 | Kevin M Curley | RESTRICTED STOCK UNIT | D | 1,107 | $0.00 | 1,108 | D | M |
| 21 Nov, 2025 | Robert J Mccormick | RESTRICTED STOCK UNIT | D | 4,184 | $0.00 | 4,183 | D | M |
| 19 Nov, 2025 | Curtis N Powell | COMMON STOCK | A | 550 | $0.00 | 2,695 | D | M |
| 19 Nov, 2025 | Brian C Flynn | COMMON STOCK | A | 550 | $0.00 | 3,395 | D | M |
| 19 Nov, 2025 | Thomas O Maggs | COMMON STOCK | A | 550 | $0.00 | 18,019 | D | M |