| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jack W Bell | - | 180,574 | 0 | 30 Jun, 2022 |
| Jack W Bell | - | 175,121 | 0 | 12 Dec, 2025 |
| James Randall Clemons | - | 112,999 | 0 | 26 Nov, 2025 |
| Herbert Elmer Richerson | - | 80,318 | 0 | 19 Feb, 2026 |
| Herbert Elmer Richerson | Director | 78,716 | 0 | 17 May, 2022 |
| James Anthony Patton | - | 64,758 | 0 | 09 Dec, 2024 |
| Will Jordan | - | 48,096 | 0 | 11 Dec, 2025 |
| Gary Whitaker | Evp | 33,492 | 0 | 20 Dec, 2022 |
| Gary Whitaker | Evp | 32,458 | 0 | 17 May, 2022 |
| Will Jordan | - | 28,051 | 0 | 03 Dec, 2021 |
| James F Comer | - | 27,876 | 0 | 22 Oct, 2025 |
| John Mcdearman | President Ceo | 22,077 | 0 | 18 Feb, 2026 |
| Michael G. Maynard | - | 20,125 | 0 | 12 Jun, 2025 |
| Lisa Pominski | Evp | 16,684 | 0 | 12 Dec, 2025 |
| Lisa Pominski | Evp | 14,683 | 0 | 30 Nov, 2021 |
| John Foster` | Evp | 14,519 | 0 | 18 Feb, 2026 |
| Clinton M. Swain | - | 13,769 | 0 | 09 Apr, 2026 |
| John Mcdearman | President | 12,884 | 0 | 18 Aug, 2021 |
| Gary Whitaker | Evp | 0 | 8,709 | 08 Dec, 2022 |
| Gary Whitaker | Evp | 0 | 8,538 | 13 Sep, 2021 |
| Gary Whitaker | Evp | 0 | 7,957 | 15 Dec, 2022 |
| John Foster` | Evp | 7,313 | 0 | 30 Nov, 2021 |
| Lisa Pominski | Evp | 0 | 4,698 | 23 Apr, 2025 |
| Clark Oakley | Evp | 4,493 | 0 | 10 Mar, 2026 |
| Kayla Hawkins | Evp | 4,398 | 0 | 09 Jun, 2025 |
| Taylor Walker | Evp | 2,506 | 0 | 12 Dec, 2024 |
| James Anthony Patton | - | 0 | 295 | 22 Dec, 2021 |
| Jack W Bell | - | 0 | 256 | 16 Mar, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 09 Apr, 2026 | Clinton M. Swain | Common Stock | A | 2,000 | $81.95 | 13,769 | D | M |
| 09 Apr, 2026 | Clinton M. Swain | Non-qualified Stock Option | D | 2,000 | $0.00 | 4,000 | D | M |
| 07 Apr, 2026 | Lisa Pominski | Stock Appreciation Right | A | 290 | $0.00 | 450 | D | P |
| 09 Mar, 2026 | Clark Oakley | Common Stock | A | 5 | $80.45 | 4,493 | D | P |
| 19 Feb, 2026 | Herbert Elmer Richerson | Common Stock | A | 15 | $80.45 | 80,318 | D | P |
| 17 Feb, 2026 | John Foster` | Common Stock | A | 4 | $80.45 | 14,519 | D | P |
| 17 Feb, 2026 | John Mcdearman | Common Stock | A | 14 | $80.45 | 22,077 | D | P |
| 23 Jan, 2026 | John Mcdearman | Common Stock | A | 1,500 | $80.45 | 22,063 | D | M |
| 23 Jan, 2026 | John Mcdearman | Non-Qualified Stock Option | D | 1,500 | $0.00 | 2,000 | D | M |
| 12 Dec, 2025 | Jack W Bell | Common Stock | A | 1,243 | $80.45 | 176,364 | D | P |
| 12 Dec, 2025 | Clark Oakley | Common Stock | A | 420 | $40.75 | 4,418 | D | M |
| 12 Dec, 2025 | Lisa Pominski | Common Stock | D | 56 | $0.00 | 16,684 | D | G |
| 12 Dec, 2025 | Jack W Bell | Common Stock | D | 1,243 | $7.50 | 175,121 | D | G |
| 12 Dec, 2025 | Clark Oakley | Non-Qualified Stock Option | D | 420 | $0.00 | 417 | D | M |
| 11 Dec, 2025 | Will Jordan | Common Stock | A | 2,000 | $62.10 | 48,096 | D | M |
| 11 Dec, 2025 | Will Jordan | Non-Qualified Stock Option | D | 2,000 | $0.00 | 2,000 | D | M |
| 09 Dec, 2025 | John Foster` | Common Stock | A | 1,000 | $55.75 | 14,277 | D | M |
| 09 Dec, 2025 | John Foster` | Non-Qualified Stock Option | D | 1,000 | $0.00 | 0 | D | M |
| 02 Dec, 2025 | James Anthony Patton | Non-Qualified Stock Option | D | 3,000 | $0.00 | 3,000 | D | M |
| 26 Nov, 2025 | James Randall Clemons | Common Stock | A | 402 | $62.10 | 112,999 | D | M |