| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John S Jr Marr | Executive Chairman | 0 | 214,162 | 06 Dec, 2023 |
| H Lynn Jr Moore | President And Ceo | 100,392 | 0 | 03 Mar, 2026 |
| John S Jr Marr | Executive Chairman | 0 | 65,888 | 13 Jun, 2022 |
| John S Jr Marr | Executive Chairman | 0 | 53,936 | 26 Aug, 2021 |
| Brian K Miller | Executive Vp And Cfo | 25,395 | 0 | 01 Apr, 2026 |
| Dustin R Womble | Executive Vice President | 11,959 | 0 | 26 Mar, 2024 |
| John S Jr Marr | Executive Chair Of The Board | 9,342 | 0 | 03 Mar, 2026 |
| Jeffrey David Puckett | Chief Operating Officer | 7,769 | 0 | 01 Apr, 2026 |
| Dustin R Womble | - | 0 | 6,422 | 01 May, 2024 |
| Glenn A Carter | - | 5,298 | 0 | 16 Mar, 2026 |
| Andrew D. Teed | - | 5,118 | 0 | 25 Feb, 2026 |
| Abigail Marshall Diaz-Pedrosa | Chief Administrative Officer | 4,437 | 0 | 03 Mar, 2026 |
| Brenda A Cline | - | 0 | 4,002 | 04 Jan, 2022 |
| Daniel M Pope | - | 2,871 | 0 | 04 Mar, 2026 |
| Brenda A Cline | - | 2,519 | 0 | 08 Aug, 2025 |
| Ronnie D. Jr. Hawkins | - | 2,519 | 0 | 13 May, 2025 |
| Mary L. Landrieu | - | 1,786 | 0 | 16 Jun, 2023 |
| Margot Lebenberg Carter | - | 518 | 0 | 13 May, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Jeffrey David Puckett | Common Stock | A | 15 | $291.02 | 7,769 | D | A |
| 31 Mar, 2026 | Brian K Miller | Common Stock | A | 57 | $291.02 | 25,395 | D | A |
| 12 Mar, 2026 | Glenn A Carter | Common Stock | A | 1,624 | $146.92 | 4,796 | D | M |
| 12 Mar, 2026 | Glenn A Carter | Common Stock | A | 2,126 | $146.92 | 6,922 | D | M |
| 12 Mar, 2026 | Glenn A Carter | Common Stock | D | 1,624 | $349.14 | 5,298 | D | S |
| 12 Mar, 2026 | Glenn A Carter | Option | D | 1,624 | $0.00 | 2,126 | D | M |
| 12 Mar, 2026 | Glenn A Carter | Option | D | 2,126 | $0.00 | 0 | D | M |
| 05 Mar, 2026 | Jeffrey David Puckett | Common Stock | D | 720 | $367.60 | 12,208 | D | S |
| 05 Mar, 2026 | Jeffrey David Puckett | Common Stock | D | 1,133 | $368.82 | 11,075 | D | S |
| 05 Mar, 2026 | Jeffrey David Puckett | Common Stock | D | 1,379 | $370.16 | 9,696 | D | S |
| 05 Mar, 2026 | Jeffrey David Puckett | Common Stock | D | 1,662 | $371.17 | 8,034 | D | S |
| 05 Mar, 2026 | Jeffrey David Puckett | Common Stock | D | 280 | $371.93 | 7,754 | D | S |
| 02 Mar, 2026 | Daniel M Pope | Common Stock | D | 500 | $355.40 | 2,871 | D | S |
| 01 Mar, 2026 | Brian K Miller | Common Stock | A | 4,771 | - | 20,919 | D | M |
| 01 Mar, 2026 | Jeffrey David Puckett | Common Stock | A | 2,967 | - | 9,969 | D | M |
| 01 Mar, 2026 | Abigail Marshall Diaz-Pedrosa | Common Stock | A | 1,750 | - | 2,873 | D | M |
| 01 Mar, 2026 | H Lynn Jr Moore | Common Stock | A | 10,153 | - | 91,928 | D | M |
| 01 Mar, 2026 | John S Jr Marr | Common Stock | A | 1,405 | - | 8,388 | D | M |
| 01 Mar, 2026 | John S Jr Marr | Common Stock | D | 516 | $354.69 | 7,872 | D | F |
| 01 Mar, 2026 | Jeffrey David Puckett | Common Stock | D | 1,168 | $354.69 | 8,801 | D | F |